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: InstallStep 2: Pair AccountStep 3: Connect Xero_App-specific connection GIF coming soon_Run the install command in OpenClawSign in and approve the deviceOpen the dashboard and connect Xero

How It Works#

text

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   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.

bash

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#

bash

# 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#

bash

clawlink_list_integrations

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

Verify Connection#

bash

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#

ToolDescriptionModexero_list_invoicesList all invoices with status filtersReadxero_get_invoiceGet invoice details including line itemsReadxero_create_invoiceCreate a new invoiceWritexero_update_invoiceUpdate an existing invoice's detailsWritexero_void_invoiceVoid an invoice (marks as void, keeps record)Writexero_delete_invoiceDelete a draft invoiceWritexero_email_invoiceSend an invoice to the contact via emailWritexero_get_invoice_as_pdfDownload an invoice as PDFRead

Bills (Purchase Invoices)#

ToolDescriptionModexero_list_billsList all bills (purchase invoices)Readxero_get_billGet bill detailsReadxero_create_billCreate a new billWritexero_update_billUpdate an existing billWritexero_delete_billDelete a draft billWritexero_approve_billApprove a bill for paymentWrite

Contacts#

ToolDescriptionModexero_list_contactsList all contacts (customers and suppliers)Readxero_get_contactGet contact details including addresses and contactsReadxero_create_contactCreate a new contactWritexero_update_contactUpdate contact informationWritexero_delete_contactDelete a contactWritexero_search_contactsSearch contacts by name, email, or account numberRead

Payments#

ToolDescriptionModexero_list_paymentsList all payments on invoices and billsReadxero_create_paymentRecord a payment against an invoice or billWritexero_delete_paymentDelete/void a paymentWritexero_get_paymentGet details of a specific paymentRead

Items#

ToolDescriptionModexero_list_itemsList all items/productsReadxero_get_itemGet item detailsReadxero_create_itemCreate a new itemWritexero_update_itemUpdate an existing itemWritexero_delete_itemDelete an itemWrite

Accounts#

ToolDescriptionModexero_list_accountsList all chart of accountsReadxero_get_accountGet account detailsReadxero_create_accountCreate a new accountWritexero_update_accountUpdate an accountWrite

Bank Transactions#

ToolDescriptionModexero_list_bank_transactionsList bank transactions (deposits, withdrawals, transfers)Readxero_get_bank_transactionGet bank transaction detailsReadxero_create_bank_transactionCreate a bank transactionWritexero_delete_bank_transactionDelete a draft bank transactionWrite

Bank Feeds#

ToolDescriptionModexero_list_bank_transfersList bank transfersReadxero_create_bank_transferCreate a transfer between bank accountsWrite

Manual Journals#

ToolDescriptionModexero_list_journalsList journal entriesReadxero_get_journalGet a specific journal entryReadxero_create_journalCreate a manual journal entryWrite

Organisation#

ToolDescriptionModexero_get_organisationGet organisation/company detailsReadxero_list_currenciesList currencies configured in the organisationRead

Tracking Categories#

ToolDescriptionModexero_list_tracking_categoriesList tracking categories (regions, departments)Readxero_create_tracking_categoryCreate a tracking categoryWritexero_update_tracking_categoryUpdate a tracking categoryWrite

Code Examples#

List all draft invoices#

bash

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

Get invoice details#

bash

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

Create an invoice#

bash

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#

bash

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#

bash

clawlink_call_tool --tool "xero_create_contact" \
  --params '{
    "name": "Acme Corporation",
    "email_address": "billing@acme.com",
    "account_number": "ACM-001"
  }'

Get organisation details#

bash

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#

text

┌─────────────────────────────────────────────────────────────┐
│  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 / ErrorMeaningTool not foundThe tool name does not exist in the current catalog. Verify with clawlink_list_tools --integration xero.Missing connectionXero is not connected. Direct the user to https://claw-link.dev/dashboard?add=xero.Invoice not foundThe invoice ID does not exist or belongs to a different organisation.Contact not foundThe contact ID does not exist.Account not foundThe account code does not exist in the chart of accounts.Invalid status transitionThe invoice cannot be updated in its current status (e.g., voiding an already-paid invoice).Validation errorA required field is missing or has an invalid value.Duplicate invoiceAn invoice with the same number already exists.Write rejectedUser did not confirm a write action. Always confirm before executing writes.

Troubleshooting: Tools Not Visible#

1. Check that the ClawLink plugin is installed: bash

   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: bash

   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

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