Complete agent stack for Jaz accounting. Plugins, skills, MCP server, and CLI for Claude Code, Cowork, Codex, Copilot, Cursor, and 30+ AI tools.
Includes 88 API rules, 13 financial calculators, 16 IFRS recipes, 12 accounting jobs, and data conversion playbooks so that agents work with Jaz correctly and autonomously.
All skills, CLI commands, MCP tools, and the plugin are fully compatible with Juan Accounting too.
| Skill | What It Does |
|---|---|
| jaz-api | 88 rules, full endpoint catalog, error catalog, field mapping. Agents write correct Jaz API code on the first try instead of guessing |
| jaz-conversion | Xero, QuickBooks, Sage, Excel migration playbook. CoA mapping, tax profiles, FX, clearing accounts, trial balance verification |
| jaz-recipes | 16 IFRS-compliant recipes (loans, leases, depreciation, FX reval, ECL, provisions, and more) + 10 CLI financial calculators with blueprint output |
| jaz-jobs | 12 accounting jobs (month/quarter/year-end close, bank recon, document collection, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, FA review, statutory filing) + Singapore Form C-S tax computation with AI-guided wizard workflow |
There are four ways to use Jaz AI, depending on what you need:
| Method | What You Get | Best For |
|---|---|---|
| Skills | Knowledge files your AI reads automatically | Anyone using an AI coding tool with Jaz |
| Plugin | One-click install via Claude Code marketplace | Claude Code users |
| MCP Server | 145 tools your AI can call directly | AI agents that need live API access |
| CLI | clio (command-line interface orchestrator) with calculators, jobs, and full API access |
Developers and accountants working directly with Jaz |
Skills are markdown files that teach your AI tool how to work with Jaz — API rules, field names, recipes, and more. Your AI reads them automatically.
# Install the CLI first
npm install -g jaz-clio
# Go to your project
cd /path/to/your/project
# Install all 4 skills (auto-detects your AI tool)
clio initclio init auto-detects your AI tool and installs to the right path. You can also be explicit:
clio init --platform claude # → .claude/skills/
clio init --platform codex # → .agents/skills/
clio init --platform copilot # → .agents/skills/
clio init --platform cursor # → .agents/skills/
clio init --platform windsurf # → .agents/skills/
clio init --platform agents # → .agents/skills/ (universal)
# Or install a specific skill only
clio init --skill jaz-apiSupports 30+ platforms via the Agent Skills open standard: Claude Code, Codex, Copilot, Cursor, Antigravity, Windsurf, Goose, Gemini CLI, Roo Code, Junie, Amp, and more.
Manual install (no CLI needed)
Clone this repo and copy the skill directories into your project:
# For Antigravity, Codex, Copilot, Cursor (Agent Skills standard)
cp -r .agents/skills/ /path/to/your/project/.agents/skills/
# For Claude Code
cp -r .claude/skills/ /path/to/your/project/.claude/skills/If you use Claude Code, install via the marketplace for automatic skill discovery:
/plugin marketplace add teamtinvio/jaz-ai
The MCP server gives AI coding assistants direct access to 145 accounting tools — invoices, bills, journals, contacts, reports, financial calculators, job blueprints, and more. Runs locally on your machine.
Claude Code:
claude mcp add jaz -- npx jaz-clio mcpClaude Desktop / Cowork / Cursor / VS Code / Windsurf — add to your MCP config:
{
"mcpServers": {
"jaz": {
"command": "npx",
"args": ["-y", "jaz-clio", "mcp"],
"env": {
"JAZ_API_KEY": "jk-your-api-key"
}
}
}
}Offline tools (calculators, job blueprints) work without an API key. For API tools, set
JAZ_API_KEYor runclio auth addfirst.
Available tool categories (145 tools)
| Category | Tools | Auth Required |
|---|---|---|
| Invoices | list, get, search, create, update, delete, pay, apply-credits, download | Yes |
| Bills | list, get, search, create, update, delete, pay, apply-credits | Yes |
| Journals | list, get, search, create, delete | Yes |
| Contacts | list, get, search, create, update, delete | Yes |
| Accounts | list, get, search, create, delete | Yes |
| Items | list, get, search, create, update, delete | Yes |
| Bank | import, accounts, records | Yes |
| Reports | generate, export | Yes |
| Credit Notes | customer + supplier CRUD, refunds | Yes |
| Cash Entries | cash-in, cash-out, cash-transfer | Yes |
| Other API | org, currencies, rates, tags, capsules, tax-profiles, bookmarks, payments, cashflow, schedulers, exports, attachments, org-users, magic | Yes |
| Calculators | loan, depreciation, lease, ECL, provision, FX reval, fixed deposit, disposal, amortization, hire purchase, margin, markup, discount | No |
| Job Blueprints | month-end, quarter-end, year-end, bank-recon, document-collection, GST/VAT, payment-run, credit-control, supplier-recon, audit-prep, FA-review, statutory-filing | No |
| Draft Validation | validate invoice, bill, journal, credit note drafts | Yes |
The CLI gives you direct access to financial calculators, job blueprints, API commands, and more — from your terminal.
Requires Node.js 18+. If node --version works, you're set. Otherwise, download from nodejs.org (LTS).
npm install -g jaz-clio
# Authenticate with your Jaz API key
clio auth add <your-api-key>
# Now use any command
clio invoices list
clio calc loan --principal 100000 --rate 6 --term 60
clio jobs bank-recon match --input bank-data.json
clio --help # See all commandsSkills + CLI work great together. Install skills so your AI knows Jaz, then use clio commands when you need direct API access or calculations.
Skills activate automatically when you or your agent work with Jaz API code or data conversion tasks. Just describe what you need:
Create an invoice with 3 line items and 7% GST
Build a payment for invoice INV-001 in USD
Query all overdue bills with pagination
Set up chart of accounts for a Singapore company
Convert this Xero trial balance export to Jaz
Migrate QuickBooks aged receivables to conversion invoices
Map this Excel chart of accounts to Jaz CoA structure
Verify the trial balance after conversion
Set up a 5-year bank loan with monthly repayment schedule
Model IFRS 16 lease for a 3-year office lease at 5% IBR
Calculate ECL provision on aged receivables
Record prepaid insurance with monthly amortization via capsule
Close the books for January 2025
Run bank reconciliation for DBS Current account
Prepare GST return for Q1 2025
Generate a payment run for all overdue bills
Prepare audit pack for FY 2025
clio calc loan --principal 100000 --rate 6 --term 60 --json
clio calc depreciation --cost 50000 --salvage 5000 --life 5 --method ddb --json
clio jobs bank-recon match --input bank-data.json --json
clio jobs document-collection ingest --source "https://www.dropbox.com/scl/fo/..." --json
clio jobs statutory-filing sg-cs --ya 2026 --revenue 500000 --profit 120000 --json13 financial calculators, 12 job blueprints, and paired tools (bank matcher, document ingest with cloud support, SG Form C-S tax computation). Add --json for structured blueprint output with capsule type, journal entries, workings, and step-by-step execution plan.
Full command reference: transaction-recipes skill and jobs skill.
| Reference | Lines | Content |
|---|---|---|
SKILL.md |
274 | 88 rules — auth, IDs, dates, FX, payments, field aliases, response shapes |
endpoints.md |
1,612 | Request/response examples for every core endpoint |
errors.md |
759 | Error catalog with root causes and fixes |
field-map.md |
519 | Intuitive name -> actual field name mapping |
search-reference.md |
724 | Filter fields, sort fields, operators for 28 search endpoints |
full-api-surface.md |
699 | Complete endpoint catalog (80+), enums, limits |
dependencies.md |
140 | Resource creation order (currencies -> CoA -> transactions) |
feature-glossary.md |
228 | Business context per feature |
| Reference | Content |
|---|---|
SKILL.md |
Conversion domain knowledge, clearing account pattern, FX handling |
mapping-rules.md |
CoA, contact, and tax code mapping rules |
option1-full.md |
Full conversion workflow (all transactions FY + FY-1) |
option2-quick.md |
Quick conversion workflow (opening balances at FYE) |
file-types.md |
Supported file formats and detection heuristics |
edge-cases.md |
Platform-specific quirks (Sage 300 preambles, Xero rounding) |
verification.md |
Trial balance comparison and verification checklist |
file-analysis.md |
Excel/CSV structure analysis and smart detection |
| Reference | Content |
|---|---|
SKILL.md |
16 recipes in 4 tiers, building blocks, key principles, calculator index |
building-blocks.md |
Capsules, schedulers, manual journals, FA, tracking tags, nano classifiers |
prepaid-amortization.md |
Annual insurance/rent paid upfront, monthly scheduler recognition |
deferred-revenue.md |
Upfront customer payment, monthly revenue recognition |
accrued-expenses.md |
Month-end accrual + reversal cycle using dual schedulers |
bank-loan.md |
Loan disbursement, amortization table, monthly installments |
ifrs16-lease.md |
ROU asset + lease liability unwinding (IFRS 16) |
declining-balance.md |
DDB/150DB with switch-to-SL logic |
fixed-deposit.md |
Placement, compound interest accrual, maturity (IFRS 9) |
hire-purchase.md |
Like IFRS 16 but depreciate over useful life |
asset-disposal.md |
Sale/scrap/write-off with gain/loss (IAS 16) |
fx-revaluation.md |
Non-AR/AP FX revaluation with Day 1 reversal (IAS 21) |
bad-debt-provision.md |
ECL simplified approach provision matrix (IFRS 9) |
employee-accruals.md |
Leave (scheduler) + bonus (manual) accruals (IAS 19) |
provisions.md |
PV recognition + monthly discount unwinding (IAS 37) |
dividend.md |
Declaration + payment (two manual journals) |
intercompany.md |
Mirrored invoices/bills across two entities |
capital-wip.md |
CIP accumulation → FA transfer on completion |
| Reference | Content |
|---|---|
SKILL.md |
12 accounting jobs + SG tax computation, CLI commands, wizard workflow overview |
building-blocks.md |
Shared concepts: accounting periods, lock dates, period verification |
month-end-close.md |
5 phases, ~18 steps — the foundation for all period closes |
quarter-end-close.md |
Monthly + quarterly extras (GST/VAT, ECL, bonus accruals) |
year-end-close.md |
Quarterly + annual extras (true-ups, dividends, CYE rollover) |
bank-recon.md |
Match, categorize, resolve unreconciled items |
bank-match.md |
Bank reconciliation matcher — 5-phase cascade algorithm (1:1, N:1, 1:N, N:M) |
document-collection.md |
Scan and classify documents from local directories and cloud links (Dropbox, Google Drive, OneDrive) — outputs file paths for agent upload |
gst-vat-filing.md |
Tax ledger review, discrepancy check, filing summary |
payment-run.md |
Select outstanding bills by due date, process payments |
credit-control.md |
AR aging review, overdue chase list, bad debt assessment |
supplier-recon.md |
AP vs supplier statement, identify mismatches |
audit-prep.md |
Compile reports, schedules, reconciliations for auditor |
fa-review.md |
Fixed asset register review, disposal/write-off processing |
sg-tax/overview.md |
SG CIT framework: 17% rate, YA concept, Form C-S eligibility |
sg-tax/form-cs-fields.md |
18 Form C-S + 6 C-S Lite fields with IRAS labels |
sg-tax/wizard-workflow.md |
Step-by-step AI agent wizard procedure |
sg-tax/data-extraction.md |
How to pull P&L, TB, GL, FA from Jaz API for tax |
sg-tax/add-backs-guide.md |
Which expenses are non-deductible + GL patterns |
sg-tax/capital-allowances-guide.md |
S19, S19A, S19B, S14Q rules per asset category |
sg-tax/ifrs16-tax-adjustment.md |
IFRS 16 lease reversal for tax purposes |
sg-tax/enhanced-deductions.md |
R&D (250-400%), IP, donations (250% IPC), S14Q |
sg-tax/exemptions-and-rebates.md |
SUTE, PTE, CIT rebate schedule by YA |
sg-tax/losses-and-carry-forwards.md |
Set-off order, carry-forward rules |
Skills are written once in src/skills/ and copied to platform-specific discovery paths. Each path is a standard defined by the platform — not a naming choice we made.
src/skills/ Source of truth — all skills live here
├── api/ 88 rules + 7 reference files
├── conversion/ Conversion domain + 7 reference files
├── transaction-recipes/ 16 recipes + 18 reference files
└── jobs/ 12 jobs + 12 job files + 10 sg-tax files
Discovery paths (identical copies of src/skills/, one per platform standard):
| Path | Platform Standard | Used By |
|---|---|---|
.agents/skills/ |
Agent Skills open standard | Antigravity, Codex, Copilot, Cursor |
.claude/skills/ |
Claude Code skill discovery | Claude Code |
.claude-plugin/ |
Claude Code marketplace | Claude Code (plugin install) |
assets/skills/ |
npm bundle | jaz-clio CLI package |
CLI source (jaz-clio on npm):
src/
├── commands/ 38 command groups (invoices, bills, contacts, calc, jobs, mcp, ...)
├── core/
│ ├── api/ Jaz REST client (30+ modules, 70+ endpoints)
│ ├── calc/ 13 financial calculators
│ ├── jobs/ 12 job blueprints + paired tools
│ ├── drafts/ Draft validation, sanitization, merge logic
│ ├── auth/ Credential management
│ └── intelligence/ Fuzzy matching, date parsing, contact resolution
└── assets/skills/ Bundled skill content for npm package
MIT - Copyright (c) 2026 Tinvio / Jaz
Clio is a registered trademark owned by Tinvio.