Agent Skills
Xero
Manage accounting, invoices, and contacts with the Xero API
Xero is a cloud-based accounting platform. This skill enables your agent to manage invoices, contacts, bank transactions, payments, and financial reports.
Required Environment
| Name | Type | Description |
|---|---|---|
XERO_TOKEN | secret | Xero API bearer token |
Connect your Xero account in Settings > Connectors on the vm0 platform. The token is automatically injected at runtime.
Xero API requires a xero-tenant-id header for all organisation-scoped requests. Call the /connections endpoint first to retrieve your tenant ID.
Configuration
version: "1.0"
agents:
my-agent:
framework: claude-code
skills:
- https://github.com/vm0-ai/vm0-skills/tree/main/xeroRun
Store your secret on the platform (recommended, one-time setup):
vm0 secret set XERO_TOKEN your-xero-tokenThen run your agent - secrets are automatically loaded:
vm0 run my-agent "list unpaid invoices"For CI/CD or temporary overrides, pass secrets at runtime: --secrets XERO_TOKEN=value. See Environment Variables for details.
Example Instructions
# Invoice Manager Agent
You use Xero to manage invoices and payments.
## Workflow
1. Retrieve the tenant ID from /connections
2. List outstanding invoices
3. Identify overdue payments
4. Generate a summary report
## Rules
- Always include the xero-tenant-id header
- Format currency values with 2 decimal places
- Sort invoices by due date# Financial Report Agent
You use Xero to generate financial summaries.
## Workflow
1. Connect to the organization
2. Pull profit and loss data
3. Pull balance sheet data
4. Compile a monthly financial summary
## Report Sections
- Revenue and expenses
- Outstanding receivables
- Cash flow summary
- Key financial ratios