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The AP agent skill is designed to draft vendor payments inside a policy envelope. QuickBooks Online and Xero invoice reading is not enabled yet. Both catalog variants depend on the accounting and bill-payment integrations.

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Current availability

The catalog describes a Claude Desktop variant for QuickBooks Online and a ChatGPT Apps variant for Xero. These entries do not provide live invoice sync, vendor import or paid-invoice reconciliation. Runtime access also depends on the integration available for your account. See Supported runtimes. For current payment workflows, use Vendor payments. Where transaction export is offered, QuickBooks IIF and Xero CSV formats let you move records into compatible accounting software.

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Policy presets

The package includes spending presets. Its Trust preset uses a 2,500per−transactioncapanda2,500 per-transaction cap and a 10,000 daily cap. These are template values, not account limits or a guarantee that the skill can be installed. The preset’s counterparty allowlist starts empty. It does not import your accounting vendor list. Add approved destinations through the supported policy flow before allowing payments. Review the actual envelope and approval threshold. The AP preset does not establish that every payment requires approval. For tools that evaluate step_up_amount_cents, a threshold of zero requests approval for any nonnegative amount, subject to the other policy checks.

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Intended tool access

The package requests:
  • accounts:read for authorized account data.
  • payments:simulate for payment checks.
  • payments:initiate for payment requests.
  • beneficiary:write for counterparty proposals.
  • audit:stream for agent activity access.
Tool availability depends on the configured integration. A simulation or accepted request is not proof of payment settlement.

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Review a payment

Check the invoice in your accounting software and verify the recipient, amount and payment details. If an enabled payment flow requests approval, use the approval prompt shown on your device. Track the existing request to its final status before retrying.

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