| name | xero |
| description | Xero quarter reconciliation and BAS accountant-handoff ledger. |
| disable-model-invocation | true |
Xero
Use only after explicit invocation for one named organisation and quarter.
Route
- Reconcile a quarter, inspect progress, or audit prepared, sent, lodged, and
payment state: read
references/quarter-reconciliation.md.
- Import a bank statement, run payroll, finalise a BAS workpaper, or export
Excel data: read
references/capability-stubs.md and stop at its handoff.
Safety Gate
- Treat
draft_created, sent_to_accountant, lodged, and paid as separate
evidence states.
- Never infer accountant lodgment from Xero finalisation, an exported workbook,
a Gmail draft, or a payment notice.
- Use
xero-cli for reconciliation intent, skills/browser-use/SKILL.md for
live Xero interaction, and gog for Gmail evidence.
- Require current human approval before any financial or externally visible
write. Ledger recording is local evidence, not write authority.
Start
Run bun skills/xero/scripts/quarter-ledger.ts commands --json, then status --json. Follow the route for the oldest incomplete quarter. If no quarter is
named, show the ledger table and ask for one exact quarter.
