Jaz accounting on the command line, and inside any AI agent.
358 tools · 66 command groups · 7 skills · 13 calculators · 12 close playbooks · 159 field-tested API rules. ```bash npm install -g jaz-clio ``` Node.js 18+. Works with [Jaz](https://jaz.ai) and [Juan Accounting](https://juan.ac) on the same API. ## Contents - [Three ways in](#three-ways-in) - [CLI](#cli) - [MCP server](#mcp-server) - [Skills](#skills) - [Jaz Kit · run your practice](#jaz-kit--run-your-practice) - [Auth](#auth) - [Semantic help-center search](#semantic-help-center-search-optional) - [Privacy](#privacy) · [Support](#support) · [License](#license) ## Three ways in | | What it is | Try it | |---|---|---| | **CLI** | Every accounting operation as a command | `clio invoices list` | | **MCP** | A local server for Claude Code, Cursor, Codex, Copilot | `clio mcp` | | **Skills** | Teach any agent the Jaz API, no server needed | `clio init` | On top of these, one layer for accountants closing real books across many companies: **[Jaz Kit](#jaz-kit--run-your-practice)**. ## CLI ```bash clio invoices create --contact "ACME" --json # draft an invoice, JSON back clio bank import statement.csv # import and auto-reconcile clio reports pdf profit-loss # download the P&L as a PDF clio calc lease --payment 5000 --term 36 --rate 5 # IFRS 16, offline, instant clio jobs month-end --period 2026-03 # step-by-step close playbook clio magic create --file receipt.pdf # AI extracts, drafts the transaction clio invoices search --query 'status:unpaid AND $500+' # structured per-entity search ``` 66 command groups, 16 report types, 13 calculators, 12 job playbooks. Every command takes `--json`. Run `clio --help` for the full list. ### Foreign currency Rates read **base→source**: `1` unit of your organization's base currency `= N` units of the foreign one. Whether that matches how the rate was quoted to you depends on which side your base currency is on — an SGD-base org quoting "1 USD = 1.35 SGD" has it backwards and needs `0.74`, while a USD-base org quoting "1 USD = 56.5 PHP" already has it right and sends `56.5` unchanged. You do not have to flip it. Pass the number as you have it and say which way it reads: ```bash # "1 USD = 1.35 SGD", from a bank statement, on an SGD-base org clio invoices create --currency USD --exchange-rate 1.35 \ --rate-direction SOURCE_TO_FUNCTIONAL ... # 0.74, straight out of clio currency-rates list clio invoices create --currency USD --exchange-rate 0.74 ... ``` Omit `--exchange-rate` entirely to use the organization's stored rate, or the platform daily rate when none is set. `clio calc fx-reval` requires `--rate-direction` explicitly — that calculator takes rates in the opposite direction to the API, and guessing would silently change a number that ends up in a journal. ## MCP server 358 tools for any AI agent that speaks MCP. Runs locally: no cloud, no ports. > **No install at all?** Claude.ai, ChatGPT, Cowork, and Microsoft Copilot Studio can use Jaz through the hosted connector. Add `https://mcp.jaz.ai/mcp` as a custom connector and sign in with OAuth, no key. The local setup below is for terminal use, scripting, and editors that run MCP servers as local processes. **Claude Code** ```bash claude mcp add jaz -- npx jaz-clio mcp ``` **Cursor · VS Code · Windsurf** ```json { "mcpServers": { "jaz": { "command": "npx", "args": ["-y", "jaz-clio", "mcp"], "env": { "JAZ_API_KEY": "jk-your-api-key" } } } } ``` Several companies at once: comma-separate the keys, or use a personal access token. ```json { "env": { "JAZ_API_KEY": "jk-org1-key,jk-org2-key" } } ``` ## Skills 159 API rules from production testing: field-name maps, error-recovery patterns, response-shape quirks, plus 12 job playbooks. Installable into any agent project, no server involved. ```bash clio init # auto-detect the agent, install skills + agent-rules clio init --platform cursor # explicit platform clio init --no-rules # skills only, skip the agent-rules file ``` `init` detects the agent (Claude Code, Codex, Copilot, Cursor, Antigravity, Gemini, Windsurf, Goose) and installs the right skill files. It also writes a one-page `jaz-agent-rules.md` to the file your platform reads on open (`CLAUDE.md`, `AGENTS.md`, `.github/copilot-instructions.md`, `.cursor/rules/jaz.mdc`, `.windsurf/rules/jaz.md`, or `GEMINI.md`), so every session starts with the tool-discovery flow and the API gotchas already loaded. ## Jaz Kit · run your practice The workspace layer for closing real books, whether that is one company or fifty. A close is not one conversation. Month-end runs many steps over several days, and an accountant serving eight clients runs it eight times, with eight different sets of bank accounts, materiality thresholds, and recurring entries. Jaz Kit gives each company a folder that remembers all of it, so no session re-asks what it should already know. ``` /jk-setup create a company workspace, connect its key /jk-open acme load its context, verify the connection /jk-close 2026-06 run the close, resumable across sessions /jk-review approve the drafts waiting on you /jk-status every company: what is due, what is pending /jk-exit wrap up and journal the session ``` Also `/jk-keys`, `/jk-policy`, `/jk-teach`, `/jk-save`, `/jk-help`. **`/jaz-*` runs a single workflow; `/jk-*` runs your practice.** Each company lives under `~/Documents/Jaz Kit/orgs/