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Example routine

Xero revenue and cash review

Explain what moved in revenue, margin, cash, and receivables from Xero reports and invoices.

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Suggested rhythm

Monthly

0 9 1 * *

America/Los_Angeles

Expected result

A monthly revenue and cash narrative with period-over-period movement, the largest overdue invoices, and cited figures.

Built for

Finance · Founders

Works with

  • Xero

What the routine does

Read the Xero profit and loss and balance sheet reports for {{reportingPeriod}} together with invoices issued and overdue in that period. Explain what moved in revenue, gross margin, cash, and receivables against the prior period, list the largest overdue invoices with their age, and cite the report or invoice behind each figure. Never create, approve, send, void, or edit any invoice, payment, or journal.

Inputs

  • Reporting period{{reportingPeriod}}

    The period the review covers.

    Example: last month

Required MCP capabilities

  • Read invoices
  • Read profit and loss report
  • Read balance sheet report

Permission boundary

Connections do not grant blanket access. Discover the MCP tools, enable only the capabilities this responsibility needs, and give write-like actions a separate automatic-execution confirmation.

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