Awx Best Practices

by airwallexb418b9913e49No license7 starsListed Oct 7, 2026Updated Oct 7, 2026Repository updated 7 days ago

Fallback Airwallex skill — works with the Airwallex CLI or the Airwallex MCP server. Use ONLY when no dedicated workflow skill matches the task. Covers ad-hoc operations (list, get, update, delete, void, cancel), general Airwallex API questions, troubleshooting, and domains not covered by a workflow skill (payment links, refunds, disputes, spend management, financial reports). Do NOT load this skill alongside a workflow skill — each workflow skill is self-contained. For invoices/billing/coupons/meters/credit notes use contract-to-billing, for suppliers/beneficiaries use beneficiary-creation, for cards use card-provisioning, for balances/FX/cashflow use manage-cashflow.

Instructions onlyDevOps & Cloud
AI-generated overview

Fallback guidance for ad-hoc Airwallex API operations, troubleshooting, and safe handling of irreversible actions.

What it does
Provides operational rules for working with Airwallex through the CLI or MCP server, covering ad-hoc list, get, update, delete, void and cancel operations, general API questions, and troubleshooting. It defines which actions are irreversible or high-impact and require explicit confirmation, lists error-handling steps, and clarifies core concepts such as wallets, invoices and bills. It also redirects requests that belong to dedicated workflow skills or that fall outside supported capabilities.
When to use it
Use it when no dedicated Airwallex workflow skill matches the task, such as one-off API operations, general Airwallex questions, or domains like payment links, refunds, disputes, spend management and financial reports. It should not be loaded alongside a workflow skill.
Requirements
Requires either the Airwallex CLI (airwallex binary on PATH, authenticated via airwallex auth login) or the Airwallex MCP server enabled and authenticated. Ships no scripts; it is instructions plus two reference documents.

Airwallex Best Practices

Fallback skill for Airwallex tasks. Use only when no dedicated workflow skill fits. Each workflow skill (beneficiary-creation, card-provisioning, contract-to-billing, manage-cashflow) is self-contained — do NOT load this skill alongside them.

When to use

  • Ad-hoc operations (list, get, update, delete, void, cancel, deactivate)
  • General Airwallex API questions or troubleshooting
  • Payment links, refunds, disputes, spend management, financial reports, and other domains not covered by a dedicated workflow skill

Use a workflow skill instead

TaskSkill
Create invoice from PO/contract/quotecontract-to-billing
Coupons, meters, usage events, credit notescontract-to-billing
Onboard suppliers / create beneficiariesbeneficiary-creation
Provision corporate cardscard-provisioning
Cash position, FX, balances, rebalancingmanage-cashflow

If a workflow skill matches, use that skill instead — do NOT load this one alongside it.

Out of scope — refuse and redirect

Do NOT attempt to fulfill these by aggregating API calls. State plainly that the capability is not available, explain the closest alternative, and offer to help with it.

Request patternWhy out of scopeRedirect
"Forecast", "hedging strategy", "FX prediction"Agent provides indicative spot rates onlyOffer manage-cashflow for current exposure and indicative FX rates
"Yield", "investment advice", "idle funds", "automated top-up", "should I lock a rate?"Financial advice or unsupported treasury actionOffer manage-cashflow for current balances, obligations, and informational indicative FX only

Environment quickstart

See references/surface-quickstart.md [blocked] for full per-surface details (auth, discovery, write safety, pagination, error handling).


Operational rules

  • NEVER fabricate or assume missing information. If any required field is uncertain — STOP and ask the user.
  • Always fetch fresh data — re-fetch before every step.
  • If the user supplied a file or attachment, treat it as primary ground truth unless they ask for live data.
  • For ambiguous-intent requests, confirm the action before starting.
  • Never overclaim unsupported capabilities. Transfers, payouts, FX execution, PAN/CVV retrieval: refuse immediately, state what is not available, offer the closest alternative.
  • Do not provide financial advice. Never recommend yield, investment products, automated top-ups, hedging strategy, FX prediction, or rate-locking. For treasury questions, redirect to manage-cashflow and keep any FX discussion informational and clearly labelled as indicative.
  • Split supported and unsupported asks. Complete the supported portion and clearly state what was not configured.
  • Prefer business labels over raw IDs in user-facing output. Show human-readable business labels (customer names, product names, beneficiary names, card nicknames, etc.) instead of raw system IDs whenever possible. Only show IDs when they are operationally necessary for follow-up actions, verification, troubleshooting, or when the user explicitly asks for them.

Core Airwallex concepts

  • One wallet, multiple currencies. Say "AUD balance" — never "AUD wallet."
  • Invoices = receivables (money in). Issued BY the user TO their customers.
  • Bills = payables (money out). Money the user owes to suppliers.
  • FX conversions happen within one wallet — not between wallets.

Consequential operations

These are irreversible or high-impact. Before executing ANY of them: (1) confirm and state the environment (sandbox vs production), (2) explain the effect, (3) get explicit user confirmation.

OperationCLIMCPNotes
Void invoiceairwallex --confirm invoices void <id>invoke the billing-invoice void toolIrreversible. FINALIZED+UNPAID only.
Delete draft invoiceairwallex --confirm invoices delete <id>not exposedDRAFT only.
Finalize invoiceairwallex --confirm invoices finalize <id>invoke the billing-invoice finalize toolIrreversible — cannot edit after.
Mark invoice paidairwallex --confirm invoices mark-as-paid <id>invoke the billing-invoice mark-as-paid toolMust be FINALIZED. Use when paid outside Airwallex.
Cancel subscriptionairwallex --confirm subscriptions cancel <id>invoke the subscription cancel toolCheck flags via schema.
Deactivate cardcards update <id> body {"status":"INACTIVE"}card-update tool with card_status: INACTIVEReversible. See references/api_traps.md [blocked] for which statuses are NOT settable here.
Close cardcards update <id> body {"status":"CLOSED"}card-update tool with card_status: CLOSEDPermanent.
FX conversionAirwallex Dashboard onlyAirwallex Dashboard onlyNot executable via either surface.
Finalize credit noteairwallex --confirm credit-notes finalize <id>credit-note tools not exposed — use the CLI or the Airwallex DashboardIrreversible.
Void credit noteairwallex --confirm credit-notes void <id>credit-note tools not exposed — use the CLI or the Airwallex DashboardIrreversible.
Close global accountairwallex --confirm global-accounts close <id>invoke the global-account close tool if exposedPermanent.
Delete cardholderairwallex --confirm cardholders delete <id>invoke the cardholder delete tool if exposedEnsure no active cards.

Error handling

SituationAction
Required field missing or ambiguousSTOP, list gaps, ask user
API errorShow full error, ask user
API validation errorCheck references/api_traps.md [blocked]. IF using the CLI, THEN also run airwallex <resource> <action> --api-schema-only to verify body structure. ELSE IF using the MCP server, THEN re-inspect the tool's input schema.
401 / auth expiredIF using the CLI, THEN retry once (auto-refresh). If retry fails, ask the user which environment, immediately execute auth login (or --prod) yourself, confirm with auth whoami, then resume. ELSE IF using the MCP server, THEN the server refreshes tokens automatically; if a tool keeps returning 401, the OAuth grant has been revoked — ask the user to re-authorize the MCP server.
Duplicate detectedShow details, let user choose
Partial completionReport what succeeded (with IDs) and what failed

References

  • references/api_traps.md [blocked] — non-obvious body constraints beyond what the schema/manifest surfaces.
  • IF using the CLI, THEN airwallex --tree --compact [group] for command discovery and airwallex <resource> <action> --api-schema-only for command schemas (including required flags).
  • Airwallex API Introduction

Feedback

When the user reacts to how this skill performed (praise, frustration, a gap, a missing capability) — or when you hit a real gap, unclear/wrong instruction, or unexpected behavior while using it — briefly offer to pass feedback along and, on the user's go-ahead, submit it. See references/feedback.md for when to offer, the channel commands (CLI / MCP), and the rules (ask first, no sensitive data, don't nag).

Source and attribution

Source:airwallex/airwallex-marketplaceinplugins/airwallex-agentos/skills/awx-best-practicesat commitb418b99

License: No license

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