xero

The Xero skill provides a seamless interface for businesses and accountants to interact with Xero's cloud-based accounting platform directly through AI-driven workflows. By leveraging the Membrane CLI, this skill enables automated bookkeeping, invoice processing, and financial oversight without requiring manual data entry or complex API plumbing. It is designed for small business owners, finance teams, and independent professionals who need to manage their ledger, reconcile transactions, or query financial data using natural language commands.

• Full support for Xero entities including Invoices, Bills, Contacts, Bank Transactions, Credit Notes, and Expense Claims.

• Automated authentication flow managed by Membrane, ensuring secure access to accounting data without exposing local API keys.

• Ability to retrieve, filter, and list financial records like Chart of Accounts, Purchase Orders, and Manual Journals with pagination support.

• Create and update operational records such as sales invoices, client contacts, and bank transaction entries in real-time.

• Proxy request capability for advanced users needing to access specific Xero API endpoints not covered by standard actions.

• Always prefer pre-built actions over raw requests to benefit from built-in error handling, pagination, and robust field mapping.

• Use the membrane action list command to discover specific capabilities for your current intent before constructing manual API requests.

• The skill requires a configured Membrane CLI environment; initial setup involves membrane login and connecting your specific Xero connector.

• For data safety and audit trails, ensure the user has appropriate permissions within the Xero organization before executing mutation actions like creating invoices or updating journals.

• When performing bulk operations, utilize filtering parameters in list actions to keep the context window optimized and prevent unnecessary token consumption.