jaz-ai

Jaz AI

<p align="center"> <a href="https://github.com/teamtinvio/jaz-ai/releases"><img src="https://img.shields.io/github/v/release/teamtinvio/jaz-ai?style=for-the-badge&color=blue" alt="GitHub Release"></a> <img src="https://img.shields.io/badge/API_rules-80-green?style=for-the-badge" alt="80 API Rules"> <img src="https://img.shields.io/badge/skills-4-purple?style=for-the-badge" alt="4 Skills"> <img src="https://img.shields.io/badge/recipes-16-orange?style=for-the-badge" alt="16 Recipes"> <img src="https://img.shields.io/badge/calculators-10-red?style=for-the-badge" alt="10 Calculators"> <img src="https://img.shields.io/badge/jobs-12-teal?style=for-the-badge" alt="12 Jobs"> <a href="https://github.com/teamtinvio/jaz-ai/blob/main/LICENSE"><img src="https://img.shields.io/github/license/teamtinvio/jaz-ai?style=for-the-badge&color=green" alt="License"></a> </p>

<p align="center"> <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/v/jaz-clio?style=flat-square&logo=npm&label=CLI" alt="npm"></a> <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/dm/jaz-clio?style=flat-square&label=downloads" alt="npm downloads"></a> <a href="https://github.com/teamtinvio/jaz-ai/stargazers"><img src="https://img.shields.io/github/stars/teamtinvio/jaz-ai?style=flat-square&logo=github" alt="GitHub stars"></a> </p>

API reference, financial calculators, IFRS recipes, accounting jobs, data conversion playbooks, and tax computation — directly inside the AI that builders, accountants, and developers are already using to get things done.

Agent skills for Jaz accounting platform. Works with Claude Code, Google Antigravity, OpenAI Codex, GitHub Copilot, Cursor, and any tool that supports the Agent Skills open standard.

> All skills, CLI commands, and the plugin are fully compatible with Juan Accounting too.

Skills

| Skill | What It Does | |-------|-------------| | jaz-api | 80 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 |

Installation

Using Clio CLI (Recommended)

Works with any AI tool. Auto-detects your platform and installs to the right path.

# Install CLI globally
npm install -g jaz-clio

# Go to your project
cd /path/to/your/project

# Install all skills (auto-detects platform)
clio init

# Or install a specific skill
clio init --skill jaz-api
clio init --skill jaz-conversion
clio init --skill jaz-recipes
clio init --skill jaz-jobs

# Force a specific platform
clio init --platform claude      # → .claude/skills/
clio init --platform antigravity  # → .agents/skills/
clio init --platform codex       # → .agents/skills/
clio init --platform agents      # → .agents/skills/ (universal)

Claude Code Marketplace

/plugin marketplace add teamtinvio/jaz-ai
/plugin install jaz-ai@jaz-plugins

OpenAI Codex

$skill-installer https://github.com/teamtinvio/jaz-ai

Manual Install

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/

Other CLI Commands

clio versions    # List available versions
clio update      # Update to latest version
clio --help      # Show all commands

Usage

Skills activate automatically when you or your agent work with Jaz API code or data conversion tasks. Just describe what you need:

API Skill

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

Conversion Skill

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

Transaction Recipes Skill

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

Jobs Skill

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

Financial Calculators & Job Tools (CLI)

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 --json

10 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.

What's Inside

API Skill (jaz-api)

| Reference | Lines | Content | |-----------|-------|---------| | SKILL.md | 199 | 80 rules — auth, IDs, dates, FX, payments, field aliases, response shapes | | endpoints.md | 1,498 | Request/response examples for every core endpoint | | errors.md | 759 | Error catalog with root causes and fixes | | field-map.md | 518 | Intuitive name -> actual field name mapping | | search-reference.md | 722 | Filter fields, sort fields, operators for 28 search endpoints | | full-api-surface.md | 694 | Complete endpoint catalog (80+), enums, limits | | dependencies.md | 140 | Resource creation order (currencies -> CoA -> transactions) | | feature-glossary.md | 228 | Business context per feature |

Conversion Skill (jaz-conversion)

| 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 |

Transaction Recipes Skill (jaz-recipes)

| 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 |

Jobs Skill (jaz-jobs)

| 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 |

Architecture

.claude-plugin/                  Claude Code marketplace manifest
├── plugin.json
└── marketplace.json

.agents/skills/                  Agent Skills standard (Codex, Copilot, Cursor)
├── api/            → src/skills/api/
├── conversion/     → src/skills/conversion/
├── transaction-recipes/ → src/skills/transaction-recipes/
└── jobs/           → src/skills/jobs/

.claude/skills/                  Claude Code native path
├── api/            → src/skills/api/
├── conversion/     → src/skills/conversion/
├── transaction-recipes/ → src/skills/transaction-recipes/
└── jobs/           → src/skills/jobs/

src/skills/                      Source of truth (single copy, dual discovery paths)
├── api/                         80 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

src/                             npm CLI (jaz-clio)
├── commands/                    CLI command handlers (23 command groups)
│   ├── calc.ts                  10 financial calculator commands
│   ├── jobs.ts                  Job blueprints + nested tools
│   ├── invoices.ts              Invoice CRUD + pay + apply-credits + download
│   ├── bills.ts                 Bill CRUD + pay + apply-credits
│   ├── customer-credit-notes.ts CCN CRUD + refund + refunds (list)
│   ├── supplier-credit-notes.ts SCN CRUD + refund + refunds (list)
│   ├── contacts.ts              Contact CRUD + search
│   ├── journals.ts              Journal entries + search
│   ├── cash-entry.ts            Cash-in / cash-out journals
│   ├── cash-transfer.ts         Cash transfer journals
│   ├── currencies.ts            Currency list + enable
│   ├── currency-rates.ts        Exchange rate CRUD
│   └── ...                      10 more (auth, org, bank, accounts, reports, etc.)
├── core/                        Shared logic
│   ├── api/                     Jaz REST client (30+ modules, 70+ endpoints)
│   ├── calc/                    10 financial calculators
│   ├── jobs/                    12 job blueprints + paired tools
│   ├── auth/                    Credential management
│   └── intelligence/            Fuzzy matching, date parsing, contact resolution
└── assets/skills/               Bundled skill content for npm package

Common API Gotchas

Mistakes the skill prevents — for agents and humans alike:

| Gotcha | Wrong | Right | |--------|-------|-------| | Auth header | Authorization: Bearer ... | x-jk-api-key: ... | | ID field | id | resourceId | | Date field | issueDate, date | valueDate | | FX currency | currencyCode: "USD" | currency: { sourceCurrency: "USD" } | | Org endpoint | { data: [...] } | { data: { ... } } (single object) | | Payments | [{ ... }] | { payments: [{ ... }] } (wrapped) | | CN Refunds | { payments: [{ paymentAmount }] } | { refunds: [{ refundAmount }] } | | Apply credits | { amount: 100 } | { credits: [{ creditNoteResourceId, amountApplied }] } |

License

MIT - Copyright (c) 2026 Tinvio / Jaz