Xero

Data & APIs

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.

Install

openclaw skills install xero-accounting

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

Install the ClawLink plugin (see Install above).
Pair the plugin with clawlink_begin_pairing if it is not configured yet.
Open https://claw-link.dev/dashboard?add=xero and connect Xero.
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:

Direct the user to https://claw-link.dev/dashboard?add=xero
After they confirm, call clawlink_list_integrations to verify
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": "billing@acme.com",
    "account_number": "ACM-001"
  }'

Get organisation details

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

Discovery Workflow

Call clawlink_list_integrations to confirm Xero is connected.
Call clawlink_list_tools --integration xero to see the live catalog.
Treat the returned list as the source of truth. Do not guess or assume what tools exist.
If the user describes a capability but the exact tool is unclear, call clawlink_search_tools with a short query and integration xero.
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│
└─────────────────────────────────────────────────────────────┘

For unfamiliar tools, ambiguous requests, or any write action, call clawlink_describe_tool first.
Use the returned guidance, schema, whenToUse, askBefore, safeDefaults, examples, and followups to shape the call.
Prefer read, list, get, and search operations before writes when that reduces ambiguity.
For writes or anything marked as requiring confirmation, call clawlink_preview_tool first.
Execute with clawlink_call_tool. Pass confirmation only after the preview matches the user's intent.
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

Check that the ClawLink plugin is installed:
```
openclaw plugins list
```
If the plugin is installed but tools are missing, tell the user to send /new as a standalone message to reload the catalog.

If a fresh chat does not help, run:

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

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

Troubleshooting: Invoice Creation Fails

Verify the contact ID exists — use xero_list_contacts or xero_search_contacts.
Check that account codes are valid for line items.
Confirm the invoice type (ACCREC or ACCPAY) matches the intended purpose.
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

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Xero

Install

Xero

Setup in 3 Steps

How It Works

Install

Quick Start

Authentication

Getting Connected

Connection Management

List Connections

Verify Connection

Reconnect

Security & Permissions

Tool Reference

Invoices

Bills (Purchase Invoices)

Contacts

Payments

Items

Accounts

Bank Transactions

Bank Feeds

Manual Journals

Organisation

Tracking Categories

Code Examples

List all draft invoices

Get invoice details

Create an invoice

Record a payment

Create a contact

Get organisation details

Discovery Workflow

Execution Workflow

Notes

Error Handling

Troubleshooting: Tools Not Visible

Troubleshooting: Invoice Creation Fails

Resources

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