johnw-max

johnw-max/xero-mcp

Instructions file CodexOpenCode

Development instructions for xero-mcp, a connector that works with Xero accounting data through the Model Context Protocol (MCP).

johnw-max/xero-mcp

Skill Claude CodeCodex

Draft safe missing-information questions and accounting follow-up messages for employees, accountants, internal reviewers, external counterparties, customers, vendors, or bosses. Use when the user asks to write a reminder, clarification request, AP/AR note, employee expense question, internal handoff message, or says…

johnw-max/xero-mcp

Skill Claude CodeCodex

Receive and organize accounting materials from PDFs, images, Excel/CSV files, screenshots, pasted text, or authorized mounted sources. Use when a user submits receipts, invoices, bank statements, payment records, contracts, reimbursement materials, asks to preserve or retrieve them, or asks what is missing or…

johnw-max/xero-mcp

Skill Claude CodeCodex

Coordinate broad accounting requests across material intake, expenses, payables, receivables, cash, balanced accounting-entry preparation, month-end handoff, and follow-up drafting. Use when the user asks generally for help with finance/accounting materials or mixes several accounting tasks in one conversation. This…

johnw-max/xero-mcp

Skill Claude CodeCodex

Reconcile AP/payables support from visible bills, invoices, statements, PO or contract clues, approval evidence, receiving or acceptance support, payment screenshots, credit notes, and bank lines. Use when the user asks whether a payable is supported, duplicated, missing documents, blocked, or ready for finance…

johnw-max/xero-mcp

Skill Claude CodeCodex

Reconcile AR/receivables from visible customer invoices, bank deposits, remittance advice, payment records, credit notes, short payments, overpayments, statements, and AR lists. Use when the user asks whether a receivable was collected, which cash evidence matches, what remains unpaid, or how to handle cash awaiting…

johnw-max/xero-mcp

Skill Claude CodeCodex

Reconcile visible bank and cash evidence from statements, cash ledger exports, payment screenshots, unknown cash in/out, fees, returns, reversals, duplicate-looking lines, and bank-only evidence. Use when the user asks what cash or bank lines are, which items need support, whether balances can support close, or how to…

johnw-max/xero-mcp

Skill Claude CodeCodex

Prepare month-end accounting status, double-entry control summaries, close-readiness drafts, boss-facing summaries, accountant handoff notes, blocker lists, and review queues from visible or authorized accounting materials. Use when the user asks for month-end status, whether the books balance, Trial Balance or…

johnw-max/xero-mcp

Skill Claude CodeCodex

Execute an already reviewed and balanced accounting-entry proposal through an authorized formal-accounting capability, then verify the exact result. Use when the user explicitly asks to record, submit, post, or save a supplier bill, customer invoice, payment, receipt, expense, transfer, credit note, manual journal, or…

johnw-max/xero-mcp

Skill Claude CodeCodex

Reconcile visible expense support from receipts, claim notes, payment screenshots, company card or bank lines, and expense registers. Use when the user asks whether expense or reimbursement materials are enough, what is missing, whether items duplicate or conflict, or how to explain an expense. Produces review notes…

johnw-max/xero-mcp

Skill Claude CodeCodex

Finalize and preserve an approved management-accounting close delivery for one authorized client and period. Use only when a verified authorized reviewer has approved the current close package for the same entity, period, scope, and package version and asks to create or update the final management delivery. Do not use…

johnw-max/xero-mcp

Skill Claude CodeCodex

Prepare connector-neutral, evidence-bound double-entry proposals with balanced debit and credit lines. Use whenever the user asks for 复式记账、复式分录、复式分录草案、会计分录、会计分录草案、借贷分录、借方/贷方、计提或预提、冲销、折旧、摊销、如何记账, a journal entry, accounting impact, posting proposal, or batch balance check. Keep account and tax mapping reviewable and…

johnw-max/xero-mcp

Skill Claude CodeCodex

Map a reviewed Singapore accounting proposal onto the exact account codes and tax codes of the connected ledger before execution. Use whenever a balanced proposal for a Singapore entity is about to be executed against a formal ledger connector, or whenever GST treatment, account selection, or a GST-inclusive amount…