jaz-clio 4.0.0 → 4.2.0

package/README.md

@@ -18,16 +18,18 @@
 
 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](https://jaz.ai) and [Juan](https://juan.ac) accounting platforms. Works with [Claude Code](https://claude.com/claude-code), [OpenAI Codex](https://openai.com/codex), [GitHub Copilot](https://github.com/features/copilot), [Cursor](https://cursor.com), and any tool that supports the [Agent Skills](https://agentskills.io) open standard.
+Agent skills for [Jaz](https://jaz.ai) accounting platform. Works with [Claude Code](https://claude.com/claude-code), [Google Antigravity](https://antigravity.google), [OpenAI Codex](https://openai.com/codex), [GitHub Copilot](https://github.com/features/copilot), [Cursor](https://cursor.com), and any tool that supports the [Agent Skills](https://agentskills.io) open standard.
+
+> All skills, CLI commands, and the plugin are fully compatible with [Juan Accounting](https://juan.ac) too.
 
 ## Skills
 
 | Skill | What It Does |
 |-------|-------------|
-| **api** | 70 rules, full endpoint catalog, error catalog, field mapping. Agents write correct Jaz API code on the first try instead of guessing |
-| **conversion** | Xero, QuickBooks, Sage, Excel migration playbook. CoA mapping, tax profiles, FX, clearing accounts, trial balance verification |
-| **transaction-recipes** | 16 IFRS-compliant recipes (loans, leases, depreciation, FX reval, ECL, provisions, and more) + 10 CLI financial calculators with blueprint output |
-| **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 |
+| **jaz-api** | 70 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
 
@@ -46,13 +48,14 @@ cd /path/to/your/project
 clio init
 
 # Or install a specific skill
-clio init --skill api
-clio init --skill conversion
-clio init --skill transaction-recipes
-clio init --skill jobs
+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)
 ```
@@ -75,7 +78,7 @@ $skill-installer https://github.com/teamtinvio/jaz-ai
 Copy the skill directories into your project:
 
 ```bash
-# For Codex, Copilot, Cursor (Agent Skills standard)
+# For Antigravity, Codex, Copilot, Cursor (Agent Skills standard)
 cp -r .agents/skills/ /path/to/your/project/.agents/skills/
 
 # For Claude Code
@@ -92,7 +95,7 @@ clio --help      # Show all commands
 
 ## Usage
 
-Skills activate automatically when you or your agent work with Jaz/Juan API code or data conversion tasks. Just describe what you need:
+Skills activate automatically when you or your agent work with Jaz API code or data conversion tasks. Just describe what you need:
 
 ### API Skill
 
@@ -160,7 +163,7 @@ Full command reference: [transaction-recipes skill](src/skills/transaction-recip
 
 ## What's Inside
 
-### API Skill (`api`)
+### API Skill (`jaz-api`)
 
 | Reference | Lines | Content |
 |-----------|-------|---------|
@@ -173,7 +176,7 @@ Full command reference: [transaction-recipes skill](src/skills/transaction-recip
 | `dependencies.md` | 139 | Resource creation order (currencies -> CoA -> transactions) |
 | `feature-glossary.md` | 216 | Business context per feature |
 
-### Conversion Skill (`conversion`)
+### Conversion Skill (`jaz-conversion`)
 
 | Reference | Content |
 |-----------|---------|
@@ -186,7 +189,7 @@ Full command reference: [transaction-recipes skill](src/skills/transaction-recip
 | `verification.md` | Trial balance comparison and verification checklist |
 | `file-analysis.md` | Excel/CSV structure analysis and smart detection |
 
-### Transaction Recipes Skill (`transaction-recipes`)
+### Transaction Recipes Skill (`jaz-recipes`)
 
 | Reference | Content |
 |-----------|---------|
@@ -210,7 +213,7 @@ Full command reference: [transaction-recipes skill](src/skills/transaction-recip
 | `capital-wip.md` | CIP accumulation → FA transfer on completion |
 
 
-### Jobs Skill (`jobs`)
+### Jobs Skill (`jaz-jobs`)
 
 | Reference | Content |
 |-----------|---------|

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
-name: api
-version: 4.0.0
+name: jaz-api
+version: 4.2.0
 description: Complete reference for the Jaz/Juan REST API — the accounting platform backend. Use this skill whenever building, modifying, debugging, or extending any code that calls the API — including API clients, integrations, data seeding, test data, or new endpoint work. Contains every field name, response shape, error, gotcha, and edge case discovered through live production testing.
 license: MIT
 compatibility: Requires Jaz/Juan API key (x-jk-api-key header). Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown.

package/assets/skills/api/help-center-mirror/ai-agents.md

@@ -0,0 +1,142 @@
+### Agent Builder
+Source: https://help.jaz.ai/en/articles/10631219-agent-builder
+
+**Q1. What is an AI Agent?**
+
+- Jaz’s AI Agent allows you to send emails to perform accounting and finance tasks for your organizations.
+- All actions taken by your agent are recorded as your own in Jaz.
+- Agent tasks follow your user permissions and execute actions on your behalf.
+
+**Q2. How do I set up my AI Agent?**
+
+- Head over to Settings > Agent Builder and set the following according to your preferences:
+  - Name
+  - Email
+    - Create an agent's email using letters (a-z), numbers (0-9), and the plus (+) symbol.
+    - Using the plus (+) symbol is a good way to differentiate agents per organization, for example: [myagent+greengrocery@sendjaz.com](mailto:myagent+greengrocery@sendjaz.com)
+  - Tone
+    - Friendly
+    - Formal
+    - Focused
+  - Skill Level
+    - Assistant
+    - Analyst (Growth Plan only)
+    - Associate (Coming soon)
+  - Memory
+    - Predefined
+    - Progressive (Growth Plan only)
+  - Preferred Language
+
+**Q3. What tasks can the AI Agent perform?**
+
+The AI Agent can perform the following functions for paid organizations:
+- Bookmarks
+  - Create, review, and manage bookmarks.
+- Chart of Accounts
+  - Create, update, and search accounts and types.
+- Contacts & Items
+  - Create, update, and search contacts and items.
+- Currency Management
+  - Add, update, and retrieve currencies and exchange rates.
+- Draft Transactions
+  - Create draft invoices, bills, and journals.
+- Jaz Magic (Invoices & Bills)
+  - Autofill invoice and bill drafts from emails or attachments.
+- Reports & Data Exports
+  - Generate balance sheets, P&L, cash flow, and other reports.
+- Tax Profiles
+  - Create tax profiles.
+- Direct Cash Transactions
+  - Record direct cash inflows, outflows, or transfers.
+  - Note: Only available for organizations under Growth Plan.
+- Updates, Voids, & Deletes
+  - Modify or void transactions, contacts, or accounts.
+  - Note: Only available for organizations under Growth Plan.
+
+**Q4. How does the agent receive instructions?**
+
+- Send tasks via email to your agent's assigned email address.
+- Use the ‘To’ field for direct actions and replies.
+- Use ‘Cc’ to keep the agent informed but it will only respond to your verified email.
+
+**Q5. Can the AI Agent reply to emails with other recipients?**
+
+- No, it only responds to your verified email for security reasons.
+
+**Q6. What happens when I update my agent's email?**
+
+- Updating your agent’s email cancels all ongoing actions and the previous email will be unavailable for up to 72 hours.
+
+**Q7. What happens if I cancel or downgrade my organization plan?**
+
+- Your agent will be deactivated and its email will be released.
+
+**Q8. Why am I not receiving responses from my agent?**
+
+- Ensure you've included instructions in the ‘To**’** field and the email body.
+- Make sure the agent's email is in your email contacts.
+- Whitelist @sendjaz.com (@sendjaz.com), and check spam or other folders.
+
+**Q9. Why can’t I add new instructions to the AI Agent?**
+
+- Only organizations under the Growth Plan can add new instructions and turn off specific workflows.
+
+**Q10. Is it possible to whitelist external email addresses for my agent builder?**
+
+- Yes. You can whitelist specific email addresses or domains in your agent builder.
+- Whitelisting allows your agent to CC email addresses in replies, only when these addresses or domains were in your original email to the agent.
+
+---
+
+### Clio
+Source: https://help.jaz.ai/en/articles/10631206-clio
+
+**Q1. What is Clio?**
+
+- Clio stands for **Command Line Interface Operator**designed to help with accounting and finance tasks on Jaz.
+
+**Q2. Is Clio available to all users?**
+
+- No, Clio is available only for paid organizations.
+
+**Q3. Can I use Clio on the Jaz mobile app?**
+
+- Yes, Clio is available on Android (soon for IOS). Go to **Home > Clio AI Support** to access it.**Q4. How does Clio process queries?**
+
+- It processes all queries in real-time and does not retain personal or query-related data unless explicitly saved in accounting records or reports.
+
+**Q5. What happens when I log out or switch organizations?**
+
+- Clio is session-based, meaning it resets when you log out, close the tab, or switch organizations. Chat history is not retained.
+
+**Q6. Can Clio handle multiple tasks at once?**
+
+- Yes, Clio can process multiple tasks in a single query.
+
+**Q7. Are there any restrictions on Clio’s capabilities?**
+
+- Yes, Clio's functionality is limited to tasks and features within the Jaz ecosystem.
+​
+- Its functions are also limited to the user’s access permissions within an organization (e.g., a user without report access cannot generate reports).
+
+**Q8. Does Clio store my chat history?**
+
+- No, users cannot download or export chat history.
+
+**Q9. What happens when I edit a sent query?**
+
+- Editing a query replaces the previous one instead of updating it.
+
+**Q10. What file formats does Clio support?**
+
+- Clio supports all file formats that are compatible within Jaz. This includes:
+  - PDFs
+  - .xlsx
+  - JPG/JPEG
+  - PNG
+
+**Q11. What languages does Clio support?**
+
+- Both chat and voice queries support **all languages** available in Jaz.
+
+---

package/assets/skills/api/help-center-mirror/approvals.md

@@ -0,0 +1,68 @@
+### Approvals
+Source: https://help.jaz.ai/en/articles/8938045-approvals
+
+**Q1. What business transactions can I submit for approval?**
+
+- You can submit the following business transactions to go through an approval flow:
+  - Invoices
+  - Bills
+
+**Q2. What is the approval flow?**
+
+- Once you submit a record for approval it can be either -
+  - **Submitted for approval** - The record will again be in the**For Approval** state and will need to be converted to active.
+  - **Saved as a draft**- The record will be saved as a draft, and will need to be converted to active.
+  - **Converted to active**- The record will be in the active state.
+  - A record in the draft state can also be submitted for approval.
+
+**Q3. How do I send an Invoice/Bill record for approval?**
+
+- After filling in the invoice/bill details and **Submit for Approval.Q4. Can I make changes to the Invoice/Bill record after it has been sent for approval?**
+
+- Yes, you can make changes to the Invoice/Bill record by editing the record.
+- You can then choose to resubmit it for approval, convert it to draft, or convert it to active depending on your permission level. For more information about user permissions, refer to [User Management.](https://help.jaz.ai/en/articles/9066648-user-management)
+
+**Q5. Who can submit an invoice/bill for approval?**
+
+- All users in Jaz can submit and Invoice/Bill for approval, regardless of their role & permissions.
+
+**Q6. Who is allowed to approve the invoices/bills?**
+
+- Admins can approve invoices/bills that are submitted for approvals.
+- Any user in the organization will be able to submit a record for approval, but only admins can approve the records and convert them to active.
+
+**Q7. Can I make changes to the invoice/bill record before approving it?**
+
+- Yes, you can update the invoice/bill before approving it.
+- The name of the last user who updated the record will be shown under the **Last Updated By**field.
+
+**Q8. How to approve a record submitted for approval?**
+
+- All the records submitted for approval are in the Approval state, and not yet active.
+- Approve the record from the details screen or by converting the record to active.
+
+**Q9. What happens to the invoice/bill after it is approved?**
+
+- Once a record is approved, it becomes active and will affect your financial reports.
+- If the due date of the record is later than the approval date, its status will be updated to **Payment Due.**The invoice/bill can be found under the **Active**tab in the invoice/bill menu.
+- If the due date of the record is before the approval date, its status will be Overdue. The invoice/bill can then be found under the **Overdue** tab in the invoice/bill menu.**Q10. What happens if I do not approve an invoice/bill record?**
+
+- If you do not approve an invoice or bill, the record continues to be under the **For Approval** tab and will not contribute or affect financial reports.**Q11. Will approving an invoice/bill affect my financial records?**
+
+- Yes, the approved invoice/bill will be reflected in your financial reports, such as the General Ledger.
+
+**Q12. Is there a deadline for approving an invoice/bill?**
+
+- No, you can approve the invoice/bill anytime.
+
+**Q13. How can I view invoice/bill records that need to be approved?**
+
+- You can find all the invoice/bill records that need to be approved under the **For Approval** tab.**Q14. Can I delete an invoice/bill sent for approval?**
+
+- Yes, you can delete an invoice/bill that is pending approval.
+
+**Q15. Why can't I see the "For Approval" tab?**
+
+- If you do not have any records currently submitted for approval, the **For Approval** tab will be hidden.
+
+---