Myob Api Integration

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by cleanexpo · vlatest · Repository

Helps with API, integration as part of agent workflows workflows.

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

1

Run in terminal (recommended)

terminal
claude mcp add myob-api-integration npx -- -y @trustedskills/myob-api-integration
2

Or manually add to ~/.claude/settings.json

~/.claude/settings.json
{
  "mcpServers": {
    "myob-api-integration": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/myob-api-integration"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

About This Skill

What it does

This skill enables AI agents to interact with the MYOB API. It allows retrieval of financial data, such as invoices and customer details, directly within an agent's workflow. The integration facilitates automated reconciliation tasks and provides real-time insights from your MYOB account.

When to use it

  • Automated Invoice Retrieval: Automatically fetch invoice details for a specific customer when responding to a query about their outstanding balance.
  • Customer Data Enrichment: Retrieve customer contact information from MYOB to populate fields in a CRM or other system during sales interactions.
  • Reconciliation Assistance: Pull transaction data from MYOB to assist with bank reconciliation processes, identifying discrepancies and suggesting matches.
  • Reporting & Analysis: Extract financial data for generating custom reports on revenue, expenses, or customer behavior.

Key capabilities

  • MYOB API connectivity
  • Invoice retrieval
  • Customer details access
  • Transaction data extraction

Example prompts

  • "Get the latest invoice for customer 'Acme Corp'."
  • "What is the contact email address for customer ID 12345?"
  • "Retrieve all transactions from MYOB for the month of July."

Tips & gotchas

  • Requires valid MYOB API credentials (API key and secret) to function. Ensure these are securely stored and provided to the agent.

Tags

🛡️

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Details

Version
vlatest
License
Author
cleanexpo
Installs
3

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Passed automated security scans.