xero-accounting

name	xero-accounting
description	Manage invoices, contacts, bills, payments, and accounting records in Xero via the Xero API. Use this skill when users want to create invoices, manage contacts, track payments, or automate Xero accounting workflows.

Xero

Manage Xero invoices, contacts, bills, payments, and accounting records from chat via the Xero API.

This skill uses ClawLink for hosted connection flows and credentials so you do not need to configure Xero API access yourself.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Xero
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Xero

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│   Xero API       │
│   (User Chat)   │     │   (OAuth)    │     │                  │
└─────────────────┘     └──────────────┘     └──────────────────┘
         │                       │                       │
         │  1. Install Plugin    │                       │
         │  2. Pair Device       │                       │
         │  3. Connect Xero     │                       │
         │                       │  4. Secure Token       │
         │                       │  5. Proxy Requests    │
         │                       │                       │
         ▼                       ▼                       ▼
   ┌──────────┐           ┌──────────┐           ┌──────────┐
   │  SKILL   │           │ Dashboard│           │  Xero   │
   │  File    │           │ Auth     │           │  Tenant │
   └──────────┘           └──────────┘           └──────────┘

Install

Install the verified ClawLink plugin from ClawHub. After the user confirms, complete the full setup so ClawLink tools are visible in the next OpenClaw chat.

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Then tell the user: "OpenClaw has been restarted. Send /new as a standalone message to start a fresh chat, then ask for Xero again."

Quick Start

# List invoices
clawlink_call_tool --tool "xero_list_invoices" --params '{"status": "DRAFT"}'

# Get an invoice
clawlink_call_tool --tool "xero_get_invoice" --params '{"invoice_id": "INVOICE_ID"}'

# List contacts
clawlink_call_tool --tool "xero_list_contacts" --params '{}'

Authentication

All Xero tool calls are authenticated automatically by ClawLink using the user's connected Xero account OAuth token.

No API credentials are required in chat. ClawLink stores the OAuth token securely and injects it into every Xero API request on the user's behalf.

Getting Connected

1. Install the ClawLink plugin (see Install above).
2. Pair the plugin with clawlink_begin_pairing if it is not configured yet.
3. Open https://claw-link.dev/dashboard?add=xero and connect Xero.
4. Call clawlink_list_integrations to verify the connection is active.

Connection Management

List Connections

clawlink_list_integrations

Response: Returns all connected integrations. Look for xero in the list.

Verify Connection

clawlink_list_tools --integration xero

Response: Returns the live tool catalog for Xero.

Reconnect

If Xero tools are missing or the connection shows an error:

1. Direct the user to https://claw-link.dev/dashboard?add=xero
2. After they confirm, call clawlink_list_integrations to verify
3. Then call clawlink_list_tools --integration xero

Security & Permissions

• Access is scoped to the Xero organization connected during OAuth setup.
• All write operations (create invoice, approve, delete, payment) require explicit user confirmation.
• Financial transactions (invoices, bills, payments) affect accounting records — always confirm details.
• Confirm before voiding or deleting invoices, as these actions affect financial reporting.
• Tax and currency amounts should always be verified against the Xero dashboard.

Tool Reference

Invoices

Tool	Description	Mode
xero_list_invoices	List all invoices with status filters	Read
xero_get_invoice	Get invoice details including line items	Read
xero_create_invoice	Create a new invoice	Write
xero_update_invoice	Update an existing invoice's details	Write
xero_void_invoice	Void an invoice (marks as void, keeps record)	Write
xero_delete_invoice	Delete a draft invoice	Write
xero_email_invoice	Send an invoice to the contact via email	Write
xero_get_invoice_as_pdf	Download an invoice as PDF	Read

Bills (Purchase Invoices)

Tool	Description	Mode
xero_list_bills	List all bills (purchase invoices)	Read
xero_get_bill	Get bill details	Read
xero_create_bill	Create a new bill	Write
xero_update_bill	Update an existing bill	Write
xero_delete_bill	Delete a draft bill	Write
xero_approve_bill	Approve a bill for payment	Write

Contacts

Tool	Description	Mode
xero_list_contacts	List all contacts (customers and suppliers)	Read
xero_get_contact	Get contact details including addresses and contacts	Read
xero_create_contact	Create a new contact	Write
xero_update_contact	Update contact information	Write
xero_delete_contact	Delete a contact	Write
xero_search_contacts	Search contacts by name, email, or account number	Read

Payments

Tool	Description	Mode
xero_list_payments	List all payments on invoices and bills	Read
xero_create_payment	Record a payment against an invoice or bill	Write
xero_delete_payment	Delete/void a payment	Write
xero_get_payment	Get details of a specific payment	Read

Items

Tool	Description	Mode
xero_list_items	List all items/products	Read
xero_get_item	Get item details	Read
xero_create_item	Create a new item	Write
xero_update_item	Update an existing item	Write
xero_delete_item	Delete an item	Write

Accounts

Tool	Description	Mode
xero_list_accounts	List all chart of accounts	Read
xero_get_account	Get account details	Read
xero_create_account	Create a new account	Write
xero_update_account	Update an account	Write

Bank Transactions

Tool	Description	Mode
xero_list_bank_transactions	List bank transactions (deposits, withdrawals, transfers)	Read
xero_get_bank_transaction	Get bank transaction details	Read
xero_create_bank_transaction	Create a bank transaction	Write
xero_delete_bank_transaction	Delete a draft bank transaction	Write

Bank Feeds

Tool	Description	Mode
xero_list_bank_transfers	List bank transfers	Read
xero_create_bank_transfer	Create a transfer between bank accounts	Write

Manual Journals

Tool	Description	Mode
xero_list_journals	List journal entries	Read
xero_get_journal	Get a specific journal entry	Read
xero_create_journal	Create a manual journal entry	Write

Organisation

Tool	Description	Mode
xero_get_organisation	Get organisation/company details	Read
xero_list_currencies	List currencies configured in the organisation	Read

Tracking Categories

Tool	Description	Mode
xero_list_tracking_categories	List tracking categories (regions, departments)	Read
xero_create_tracking_category	Create a tracking category	Write
xero_update_tracking_category	Update a tracking category	Write

Code Examples

List all draft invoices

clawlink_call_tool --tool "xero_list_invoices" \
  --params '{
    "status": "DRAFT",
    "page": 1
  }'

Get invoice details

clawlink_call_tool --tool "xero_get_invoice" \
  --params '{
    "invoice_id": "INVOICE_ID"
  }'

Create an invoice

clawlink_call_tool --tool "xero_create_invoice" \
  --params '{
    "contact_id": "CONTACT_ID",
    "type": "ACCREC",
    "status": "DRAFT",
    "line_items": [
      {
        "description": "Web development services - Phase 1",
        "quantity": 1,
        "unit_amount": 2500,
        "account_code": "200"
      }
    ]
  }'

Record a payment

clawlink_call_tool --tool "xero_create_payment" \
  --params '{
    "invoice_id": "INVOICE_ID",
    "amount": 2500,
    "payment_date": "2025-06-07",
    "reference": "Payment via bank transfer"
  }'

Create a contact

clawlink_call_tool --tool "xero_create_contact" \
  --params '{
    "name": "Acme Corporation",
    "email_address": "[e-mail]",
    "account_number": "ACM-001"
  }'

Get organisation details

clawlink_call_tool --tool "xero_get_organisation" \
  --params '{}'

Discovery Workflow

1. Call clawlink_list_integrations to confirm Xero is connected.
2. Call clawlink_list_tools --integration xero to see the live catalog.
3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.
4. If the user describes a capability but the exact tool is unclear, call clawlink_search_tools with a short query and integration xero.
5. If no Xero tools appear, direct the user to https://claw-link.dev/dashboard?add=xero.

Execution Workflow

┌─────────────────────────────────────────────────────────────┐
│  READ OPERATIONS (Safe)                                     │
│  list → get → search → describe                             │
│                                                             │
│  Example: List invoices → Get invoice → Show line items     │
└─────────────────────────────────────────────────────────────┘
                              │
                              ▼
┌─────────────────────────────────────────────────────────────┐
│  WRITE OPERATIONS (Require Confirmation)                    │
│  describe → preview → confirm → call                      │
│                                                             │
│  Example: Preview invoice creation → User approves → Create│
└─────────────────────────────────────────────────────────────┘

1. For unfamiliar tools, ambiguous requests, or any write action, call clawlink_describe_tool first.
2. Use the returned guidance, schema, whenToUse, askBefore, safeDefaults, examples, and followups to shape the call.
3. Prefer read, list, get, and search operations before writes when that reduces ambiguity.
4. For writes or anything marked as requiring confirmation, call clawlink_preview_tool first.
5. Execute with clawlink_call_tool. Pass confirmation only after the preview matches the user's intent.
6. If the tool call fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

Notes

• Xero uses ACCREC (accounts receivable) for sales invoices and ACCPAY (accounts payable) for bills.
• Invoice and bill IDs are unique within an organisation — use them directly for payments.
• Voiding an invoice keeps it in the system as a voided record for audit purposes.
• Currency amounts should match the organisation's configured currencies.
• Tracking categories (regions, departments) can be assigned to line items for reporting.
• Draft invoices must be approved or sent before they appear in financial reports.
• Contact IDs are required for creating invoices and bills — resolve from xero_list_contacts first.

Error Handling

Status / Error	Meaning
Tool not found	The tool name does not exist in the current catalog. Verify with clawlink_list_tools --integration xero.
Missing connection	Xero is not connected. Direct the user to https://claw-link.dev/dashboard?add=xero.
Invoice not found	The invoice ID does not exist or belongs to a different organisation.
Contact not found	The contact ID does not exist.
Account not found	The account code does not exist in the chart of accounts.
Invalid status transition	The invoice cannot be updated in its current status (e.g., voiding an already-paid invoice).
Validation error	A required field is missing or has an invalid value.
Duplicate invoice	An invoice with the same number already exists.
Write rejected	User did not confirm a write action. Always confirm before executing writes.

Troubleshooting: Tools Not Visible

1. Check that the ClawLink plugin is installed:

   openclaw plugins list
   

2. If the plugin is installed but tools are missing, tell the user to send /new as a standalone message to reload the catalog.
3. If a fresh chat does not help, run:

   openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
   openclaw gateway restart
   

4. After restart, tell the user to send /new again and retry.

Troubleshooting: Invoice Creation Fails

1. Verify the contact ID exists — use xero_list_contacts or xero_search_contacts.
2. Check that account codes are valid for line items.
3. Confirm the invoice type (ACCREC or ACCPAY) matches the intended purpose.
4. Ensure date formats are correct (ISO 8601 format recommended).

Resources

• Xero API Documentation
• Xero API Overview
• Xero OAuth Guide
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=xero-accounting
• ClawLink Docs: https://docs.claw-link.dev/openclaw
• ClawLink Verification: https://claw-link.dev/verify

---

Powered by ClawLink — an integration hub for OpenClaw