SKILL.md

Xero Automation

Automate Xero accounting operations including managing invoices, contacts, payments, bank transactions, and chart of accounts for small business bookkeeping.

Toolkit docs: composio.dev/toolkits/xero

Setup

This skill requires the Rube MCP server connected at https://rube.app/mcp.

Before executing any tools, ensure an active connection exists for the xero toolkit. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.

Multi-tenant: If you manage multiple Xero organizations, first call XERO_GET_CONNECTIONS to list active tenants and obtain the correct tenant_id for subsequent calls.

Core Workflows

1. List and Filter Invoices

Retrieve invoices with filtering by status, contact, date range, and pagination.

Tool: XERO_LIST_INVOICES

Key Parameters:

Statuses -- Comma-separated status filter: "DRAFT", "SUBMITTED", "AUTHORISED", "PAID"
ContactIDs -- Comma-separated Contact IDs to filter by
InvoiceIDs -- Comma-separated Invoice IDs to filter by
where -- OData-style filter, e.g., "Status==\"AUTHORISED\" AND Total>100"
order -- Sort expression, e.g., "Date DESC", "InvoiceNumber ASC"
page -- Page number for pagination
If-Modified-Since -- UTC timestamp; returns only invoices modified since this date
tenant_id -- Xero organization ID (uses first tenant if omitted)

Pitfall	Detail
Multi-tenant routing	If `tenant_id` is omitted, the first connected tenant is used. Always verify the correct tenant with `XERO_GET_CONNECTIONS` when managing multiple organizations.
High-volume filter rejection	On large accounts, some `where` filters like `IsCustomer`/`IsSupplier` may be rejected. Fall back to `searchTerm` with pagination.
OData filter syntax	Use double-equals (`==`) in OData filters, e.g., `Status==\"AUTHORISED\"`. Single `=` causes errors.
Pagination required	Most list endpoints paginate results. Always check for additional pages and continue fetching until complete.
Date format	All dates must be in `YYYY-MM-DD` format. Timestamps for `If-Modified-Since` must be full ISO 8601 UTC datetime.
Bank account codes	`BankAccountCode` in bank transactions must match a valid code from the chart of accounts. Use `XERO_LIST_ACCOUNTS` to discover valid codes.

Tool Slug	Description
`XERO_LIST_INVOICES`	List invoices with filtering and pagination
`XERO_GET_CONTACTS`	Retrieve and search contacts
`XERO_CREATE_PAYMENT`	Create a payment linking invoice to bank account
`XERO_CREATE_BANK_TRANSACTION`	Record a spend or receive bank transaction
`XERO_LIST_PAYMENTS`	List payment records
`XERO_LIST_BANK_TRANSACTIONS`	List bank transactions
`XERO_LIST_ACCOUNTS`	Retrieve chart of accounts
`XERO_GET_CONNECTIONS`	List active Xero tenant connections
`XERO_LIST_ATTACHMENTS`	List attachments on an entity

Xero Automation

Summary

SKILL.md

Xero Automation

Setup

Core Workflows

1. List and Filter Invoices

2. Manage Contacts

3. Create Payments

4. Create Bank Transactions

5. List Payments and Bank Transactions

6. View Chart of Accounts and Connections

Known Pitfalls

Quick Reference

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