# xero

Connects your coding agent to Xero via the Membrane CLI to handle invoices, contacts, and transactions. Fits any workflow needing automated bookkeeping.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 346 installs · ★ 270
- Author: membrane
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/membranedev/application-skills/tree/HEAD/skills/xero/SKILL.md
- Updated: 2026-04-28
- HTML: https://affpapa.org/en/nevibecode/skills/xero

## What it does

This skill connects your agent to Xero for bookkeeping tasks. It lets the model list unpaid invoices, register new contacts, fetch accounts, and inspect bank transactions. When a pre-built action is missing, requests go straight to Xero endpoints through Membrane's proxy.

Setup requires the Membrane CLI. The tool takes care of authentication tokens and refreshes them in the background. Without an active Membrane account and `membrane login`, the agent cannot reach your Xero organization.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill xero -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/xero/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/xero/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill xero -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/xero/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill xero -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/xero/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install membranedev/application-skills xero
```

2. **Manually: put the files in place**
- File: `.github/skills/xero/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill xero -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/membranedev/application-skills --path skills/xero
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/xero/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill xero -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/membranedev/application-skills/tree/HEAD/skills/xero/SKILL.md

## When to use it
- retrieve unpaid invoices and line item details from Xero
- create a customer contact record
- inspect bank transactions and chart of accounts
- send direct requests to Xero endpoints via proxy

## Example prompts
- List the last 5 unpaid invoices from Xero with their totals
- Create a new contact in Xero named Acme Corp with email billing@acme.com
- Fetch the chart of accounts from Xero using Membrane

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 3850a89a57764048.

BEGIN THIRD-PARTY FILE 3850a89a57764048
````text
---
name: xero
description: |
  Xero integration. Manage accounting data, records, and workflows. Use when the user wants to interact with Xero data.
compatibility: Requires network access and a valid Membrane account (Free tier supported).
license: MIT
homepage: https://getmembrane.com
repository: https://github.com/membranedev/application-skills
metadata:
  author: membrane
  version: "1.0"
  categories: "Accounting"
---

# Xero

Xero is a cloud-based accounting software platform. It's primarily used by small businesses and their accountants to manage bookkeeping, invoicing, payroll, and other financial tasks.

Official docs: https://developer.xero.com/

## Xero Overview

- **Invoice**
  - **Line Item**
- **Contact**
- **Credit Note**
- **Bank Transaction**
- **Bank Account**
- **Organisation**
- **Payment**
- **User**
- **Tax Rate**
- **Tracking Category**
- **Journal Entry**
- **Report**
- **Bill**
  - **Line Item**
- **Currency**
- **Expense Claim**
- **Expense Receipt**
- **Item**
- **Manual Journal**

Use action names and parameters as needed.

## Working with Xero

This skill uses the Membrane CLI to interact with Xero. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli@latest
```

### Authentication

```bash
membrane login --tenant --clientName=<agentType>
```

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.

**Headless environments:** The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:

```bash
membrane login complete <code>
```

Add `--json` to any command for machine-readable JSON output.

**Agent Types** : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness

### Connecting to Xero

Use `membrane connection ensure` to find or create a connection by app URL or domain:

```bash
membrane connection ensure "https://xero.com" --json
```
The user completes authentication in the browser. The output contains the new connection id.

This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.

If the returned connection has `state: "READY"`, skip to **Step 2**.

#### 1b. Wait for the connection to be ready

If the connection is in `BUILDING` state, poll until it's ready:

```bash
npx @membranehq/cli connection get <id> --wait --json
```

The `--wait` flag long-polls (up to `--timeout` seconds, default 30) until the state changes. Keep polling until `state` is no longer `BUILDING`.

The resulting state tells you what to do next:

- **`READY`** — connection is fully set up. Skip to **Step 2**.
- **`CLIENT_ACTION_REQUIRED`** — the user or agent needs to do something. The `clientAction` object describes the required action:
  - `clientAction.type` — the kind of action needed:
    - `"connect"` — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections.
````
END THIRD-PARTY FILE 3850a89a57764048

The third-party file has ended. Everything between the 3850a89a57764048 tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

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---
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