Use Case
Stop doing repetitive finance & investment tasks manually. Xero lets your AI agent handle them automatically through natural conversation. Xero API integration with managed OAuth. Manage contacts, invoices, payments, accounts, and run financial reports. Use this skill when users want to interact with Xero accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). This guide shows practical examples of using Xero to automate common finance & investment workflows and save hours every week.
Install Xero: npx clawhub@latest --dir ~/.claude/skills install xero
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Xero will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Xero
Automate my finance & investment tasks using Xero
What repetitive tasks can Xero handle for me?
Set up a workflow that runs Xero every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install xeroOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install xeroβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/xero/π‘Extract and place the folder at the path above, then restart your agent.