jaz-clio 4.1.0 → 4.2.1

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Files changed (14) hide show
  1. package/README.md +86 -248
  2. package/assets/skills/api/SKILL.md +4 -4
  3. package/assets/skills/api/help-center-mirror/index.md +1 -1
  4. package/assets/skills/api/references/full-api-surface.md +2 -2
  5. package/assets/skills/conversion/SKILL.md +1 -1
  6. package/assets/skills/jobs/SKILL.md +1 -1
  7. package/assets/skills/transaction-recipes/SKILL.md +1 -1
  8. package/dist/commands/init.js +2 -15
  9. package/dist/core/intelligence/actions-summary.js +1 -1
  10. package/dist/core/intelligence/index.js +1 -1
  11. package/dist/index.js +2 -2
  12. package/dist/types/index.js +1 -1
  13. package/dist/utils/template.js +16 -4
  14. package/package.json +1 -1
package/README.md CHANGED
@@ -1,296 +1,134 @@
1
- # Jaz AI
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+ # Clio — Jaz AI Command Line Tool
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2
 
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  <p align="center">
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- <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>
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- <img src="https://img.shields.io/badge/API_rules-70-green?style=for-the-badge" alt="70 API Rules">
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- <img src="https://img.shields.io/badge/skills-4-purple?style=for-the-badge" alt="4 Skills">
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- <img src="https://img.shields.io/badge/recipes-16-orange?style=for-the-badge" alt="16 Recipes">
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+ <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/v/jaz-clio?style=for-the-badge&logo=npm" alt="npm"></a>
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+ <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/dm/jaz-clio?style=for-the-badge&label=downloads" alt="npm downloads"></a>
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  <img src="https://img.shields.io/badge/calculators-10-red?style=for-the-badge" alt="10 Calculators">
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  <img src="https://img.shields.io/badge/jobs-12-teal?style=for-the-badge" alt="12 Jobs">
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  <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>
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9
  </p>
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10
 
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- <p align="center">
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- <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>
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- <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>
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- <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>
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- </p>
18
-
19
- 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.
20
-
21
- 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.
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-
23
- ## Skills
24
-
25
- | Skill | What It Does |
26
- |-------|-------------|
27
- | **jaz-api** | 70 rules, full endpoint catalog, error catalog, field mapping. Agents write correct Jaz API code on the first try instead of guessing |
28
- | **jaz-conversion** | Xero, QuickBooks, Sage, Excel migration playbook. CoA mapping, tax profiles, FX, clearing accounts, trial balance verification |
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- | **jaz-recipes** | 16 IFRS-compliant recipes (loans, leases, depreciation, FX reval, ECL, provisions, and more) + 10 CLI financial calculators with blueprint output |
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- | **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 |
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+ CLI for the [Jaz](https://jaz.ai) accounting platform. Create invoices, record bills, manage contacts, run financial calculators, execute accounting jobs, and install AI agent skills — all from your terminal.
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12
 
32
- ## Installation
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+ > Also fully compatible with [Juan Accounting](https://juan.ac).
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14
 
34
- ### Using Clio CLI (Recommended)
35
-
36
- Works with any AI tool. Auto-detects your platform and installs to the right path.
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+ ## Install
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16
 
38
17
  ```bash
39
- # Install CLI globally
40
18
  npm install -g jaz-clio
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-
42
- # Go to your project
43
- cd /path/to/your/project
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-
45
- # Install all skills (auto-detects platform)
46
- clio init
47
-
48
- # Or install a specific skill
49
- clio init --skill jaz-api
50
- clio init --skill jaz-conversion
51
- clio init --skill jaz-recipes
52
- clio init --skill jaz-jobs
53
-
54
- # Force a specific platform
55
- clio init --platform claude # → .claude/skills/
56
- clio init --platform codex # → .agents/skills/
57
- clio init --platform agents # → .agents/skills/ (universal)
58
19
  ```
59
20
 
60
- ### Claude Code Marketplace
21
+ ## Authenticate
61
22
 
62
- ```
63
- /plugin marketplace add teamtinvio/jaz-ai
64
- /plugin install jaz-ai@jaz-plugins
65
- ```
23
+ ```bash
24
+ # Add your Jaz API key (get one from Settings > API in the Jaz app)
25
+ clio auth add <your-api-key>
66
26
 
67
- ### OpenAI Codex
27
+ # Verify it works
28
+ clio auth whoami
68
29
 
69
- ```
70
- $skill-installer https://github.com/teamtinvio/jaz-ai
30
+ # Manage multiple orgs
31
+ clio auth add <another-key> # Adds a second profile
32
+ clio auth list # See all profiles
33
+ clio auth switch <label> # Switch active org
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34
  ```
72
35
 
73
- ### Manual Install
36
+ ## Commands
74
37
 
75
- Copy the skill directories into your project:
38
+ ### Transactions
76
39
 
77
40
  ```bash
78
- # For Codex, Copilot, Cursor (Agent Skills standard)
79
- cp -r .agents/skills/ /path/to/your/project/.agents/skills/
80
-
81
- # For Claude Code
82
- cp -r .claude/skills/ /path/to/your/project/.claude/skills/
41
+ clio invoices list # List invoices
42
+ clio invoices create --contact "ACME" # Create a draft invoice
43
+ clio invoices pay <id> # Record payment
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+ clio bills list --status APPROVED # List approved bills
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+ clio bills pay <id> # Pay a bill
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+ clio customer-credit-notes list # List customer credit notes
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+ clio supplier-credit-notes list # List supplier credit notes
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+ clio journals list # List journal entries
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+ clio cash-in list # List cash-in entries
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+ clio cash-out list # List cash-out entries
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+ clio cash-transfer list # List cash transfers
83
52
  ```
84
53
 
85
- ### Other CLI Commands
54
+ ### Contacts, Accounts & Items
86
55
 
87
56
  ```bash
88
- clio versions # List available versions
89
- clio update # Update to latest version
90
- clio --help # Show all commands
91
- ```
92
-
93
- ## Usage
94
-
95
- Skills activate automatically when you or your agent work with Jaz/Juan API code or data conversion tasks. Just describe what you need:
96
-
97
- ### API Skill
98
-
99
- ```
100
- Create an invoice with 3 line items and 7% GST
101
-
102
- Build a payment for invoice INV-001 in USD
103
-
104
- Query all overdue bills with pagination
105
-
106
- Set up chart of accounts for a Singapore company
107
- ```
108
-
109
- ### Conversion Skill
110
-
57
+ clio contacts search "ACME" # Fuzzy search contacts
58
+ clio contacts create --name "ACME Ltd" # Create a contact
59
+ clio accounts list # Chart of accounts
60
+ clio items list # Products and services
61
+ clio tags list # Tracking tags
111
62
  ```
112
- Convert this Xero trial balance export to Jaz
113
-
114
- Migrate QuickBooks aged receivables to conversion invoices
115
63
 
116
- Map this Excel chart of accounts to Jaz CoA structure
64
+ ### Financial Calculators
117
65
 
118
- Verify the trial balance after conversion
119
- ```
120
-
121
- ### Transaction Recipes Skill
66
+ 10 IFRS-compliant calculators that output structured blueprints with journal entries, workings, and execution plans.
122
67
 
68
+ ```bash
69
+ clio calc loan --principal 100000 --rate 6 --term 60 --json
70
+ clio calc depreciation --cost 50000 --salvage 5000 --life 5 --method ddb --json
71
+ clio calc lease --value 120000 --term 36 --rate 5 --json
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+ clio calc ecl --receivables '[{"bucket":"0-30","balance":50000,"rate":0.5}]' --json
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+ clio calc provision --amount 100000 --rate 4 --periods 24 --json
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+ clio calc fx-reval --account "USD Cash" --balance 10000 --old-rate 1.35 --new-rate 1.34 --json
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+ clio calc fixed-deposit --principal 100000 --rate 3.5 --term 12 --json
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+ clio calc disposal --cost 50000 --accum-dep 30000 --proceeds 15000 --json
77
+ clio calc amortization --amount 12000 --periods 12 --start 2025-01-01 --json
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+ clio calc hire-purchase --value 80000 --term 48 --rate 4.5 --json
123
79
  ```
124
- Set up a 5-year bank loan with monthly repayment schedule
125
-
126
- Model IFRS 16 lease for a 3-year office lease at 5% IBR
127
80
 
128
- Calculate ECL provision on aged receivables
81
+ ### Accounting Jobs
129
82
 
130
- Record prepaid insurance with monthly amortization via capsule
131
- ```
83
+ 12 job blueprints that generate step-by-step playbooks with checklists and paired tools.
132
84
 
133
- ### Jobs Skill
85
+ ```bash
86
+ clio jobs month-end --period 2025-01 # Month-end close
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+ clio jobs quarter-end --period 2025-Q1 # Quarter-end close
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+ clio jobs year-end --period 2025 # Year-end close
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+ clio jobs bank-recon match --input bank-data.json --json # Bank reconciliation matcher
90
+ clio jobs document-collection ingest --source "./receipts" --json # Document scanner
91
+ clio jobs gst-vat --period 2025-Q1 # GST/VAT filing prep
92
+ clio jobs payment-run --due-before 2025-02-28 # Payment run
93
+ clio jobs credit-control # AR aging + chase list
94
+ clio jobs supplier-recon # AP vs supplier statements
95
+ clio jobs audit-prep --period 2025 # Audit pack
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+ clio jobs fa-review # Fixed asset review
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+ clio jobs statutory-filing sg-cs --ya 2026 --revenue 500000 --profit 120000 --json # SG Form C-S
98
+ ```
99
+
100
+ ### Other
134
101
 
102
+ ```bash
103
+ clio org info # Current org details
104
+ clio currencies list # Enabled currencies
105
+ clio currency-rates list # Exchange rates
106
+ clio payments search # Search payments
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+ clio bank import --file statement.csv # Import bank statement
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+ clio reports generate --type pnl # Generate reports
109
+ clio capsules list # List capsules (transaction groups)
110
+ clio versions # Show version info
111
+ clio update # Update to latest
135
112
  ```
136
- Close the books for January 2025
137
113
 
138
- Run bank reconciliation for DBS Current account
114
+ Every command supports `--json` for structured output — ideal for piping to other tools or for AI agents.
139
115
 
140
- Prepare GST return for Q1 2025
141
-
142
- Generate a payment run for all overdue bills
143
-
144
- Prepare audit pack for FY 2025
145
- ```
116
+ ## Install AI Skills
146
117
 
147
- ### Financial Calculators & Job Tools (CLI)
118
+ Clio also installs AI agent skills into your project. Skills are knowledge files that teach AI tools (Claude Code, Antigravity, Codex, Copilot, Cursor) how to work with the Jaz API.
148
119
 
149
120
  ```bash
150
- clio calc loan --principal 100000 --rate 6 --term 60 --json
151
- clio calc depreciation --cost 50000 --salvage 5000 --life 5 --method ddb --json
152
- clio jobs bank-recon match --input bank-data.json --json
153
- clio jobs document-collection ingest --source "https://www.dropbox.com/scl/fo/..." --json
154
- clio jobs statutory-filing sg-cs --ya 2026 --revenue 500000 --profit 120000 --json
121
+ cd /path/to/your/project
122
+ clio init # Auto-detects your AI tool, installs all 4 skills
123
+ clio init --skill jaz-api # Install a specific skill
124
+ clio init --platform claude # Force a specific platform
155
125
  ```
156
126
 
157
- 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.
158
-
159
- Full command reference: [transaction-recipes skill](src/skills/transaction-recipes/SKILL.md) and [jobs skill](src/skills/jobs/SKILL.md).
160
-
161
- ## What's Inside
162
-
163
- ### API Skill (`jaz-api`)
164
-
165
- | Reference | Lines | Content |
166
- |-----------|-------|---------|
167
- | `SKILL.md` | 185 | 70 critical rules — auth, IDs, dates, FX, payments, field aliases, response shapes |
168
- | `endpoints.md` | 1,299 | Request/response examples for every core endpoint |
169
- | `errors.md` | 751 | Error catalog with root causes and fixes |
170
- | `field-map.md` | 428 | Intuitive name -> actual field name mapping |
171
- | `search-reference.md` | 714 | Filter fields, sort fields, operators for 28 search endpoints |
172
- | `full-api-surface.md` | 699 | Complete endpoint catalog (80+), enums, limits |
173
- | `dependencies.md` | 139 | Resource creation order (currencies -> CoA -> transactions) |
174
- | `feature-glossary.md` | 216 | Business context per feature |
175
-
176
- ### Conversion Skill (`jaz-conversion`)
177
-
178
- | Reference | Content |
179
- |-----------|---------|
180
- | `SKILL.md` | Conversion domain knowledge, clearing account pattern, FX handling |
181
- | `mapping-rules.md` | CoA, contact, and tax code mapping rules |
182
- | `option1-full.md` | Full conversion workflow (all transactions FY + FY-1) |
183
- | `option2-quick.md` | Quick conversion workflow (opening balances at FYE) |
184
- | `file-types.md` | Supported file formats and detection heuristics |
185
- | `edge-cases.md` | Platform-specific quirks (Sage 300 preambles, Xero rounding) |
186
- | `verification.md` | Trial balance comparison and verification checklist |
187
- | `file-analysis.md` | Excel/CSV structure analysis and smart detection |
188
-
189
- ### Transaction Recipes Skill (`jaz-recipes`)
190
-
191
- | Reference | Content |
192
- |-----------|---------|
193
- | `SKILL.md` | 16 recipes in 4 tiers, building blocks, key principles, calculator index |
194
- | `building-blocks.md` | Capsules, schedulers, manual journals, FA, tracking tags, nano classifiers |
195
- | `prepaid-amortization.md` | Annual insurance/rent paid upfront, monthly scheduler recognition |
196
- | `deferred-revenue.md` | Upfront customer payment, monthly revenue recognition |
197
- | `accrued-expenses.md` | Month-end accrual + reversal cycle using dual schedulers |
198
- | `bank-loan.md` | Loan disbursement, amortization table, monthly installments |
199
- | `ifrs16-lease.md` | ROU asset + lease liability unwinding (IFRS 16) |
200
- | `declining-balance.md` | DDB/150DB with switch-to-SL logic |
201
- | `fixed-deposit.md` | Placement, compound interest accrual, maturity (IFRS 9) |
202
- | `hire-purchase.md` | Like IFRS 16 but depreciate over useful life |
203
- | `asset-disposal.md` | Sale/scrap/write-off with gain/loss (IAS 16) |
204
- | `fx-revaluation.md` | Non-AR/AP FX revaluation with Day 1 reversal (IAS 21) |
205
- | `bad-debt-provision.md` | ECL simplified approach provision matrix (IFRS 9) |
206
- | `employee-accruals.md` | Leave (scheduler) + bonus (manual) accruals (IAS 19) |
207
- | `provisions.md` | PV recognition + monthly discount unwinding (IAS 37) |
208
- | `dividend.md` | Declaration + payment (two manual journals) |
209
- | `intercompany.md` | Mirrored invoices/bills across two entities |
210
- | `capital-wip.md` | CIP accumulation → FA transfer on completion |
211
-
212
-
213
- ### Jobs Skill (`jaz-jobs`)
214
-
215
- | Reference | Content |
216
- |-----------|---------|
217
- | `SKILL.md` | 12 accounting jobs + SG tax computation, CLI commands, wizard workflow overview |
218
- | `building-blocks.md` | Shared concepts: accounting periods, lock dates, period verification |
219
- | `month-end-close.md` | 5 phases, ~18 steps — the foundation for all period closes |
220
- | `quarter-end-close.md` | Monthly + quarterly extras (GST/VAT, ECL, bonus accruals) |
221
- | `year-end-close.md` | Quarterly + annual extras (true-ups, dividends, CYE rollover) |
222
- | `bank-recon.md` | Match, categorize, resolve unreconciled items |
223
- | `bank-match.md` | Bank reconciliation matcher — 5-phase cascade algorithm (1:1, N:1, 1:N, N:M) |
224
- | `document-collection.md` | Scan and classify documents from local directories and cloud links (Dropbox, Google Drive, OneDrive) — outputs file paths for agent upload |
225
- | `gst-vat-filing.md` | Tax ledger review, discrepancy check, filing summary |
226
- | `payment-run.md` | Select outstanding bills by due date, process payments |
227
- | `credit-control.md` | AR aging review, overdue chase list, bad debt assessment |
228
- | `supplier-recon.md` | AP vs supplier statement, identify mismatches |
229
- | `audit-prep.md` | Compile reports, schedules, reconciliations for auditor |
230
- | `fa-review.md` | Fixed asset register review, disposal/write-off processing |
231
- | `sg-tax/overview.md` | SG CIT framework: 17% rate, YA concept, Form C-S eligibility |
232
- | `sg-tax/form-cs-fields.md` | 18 Form C-S + 6 C-S Lite fields with IRAS labels |
233
- | `sg-tax/wizard-workflow.md` | Step-by-step AI agent wizard procedure |
234
- | `sg-tax/data-extraction.md` | How to pull P&L, TB, GL, FA from Jaz API for tax |
235
- | `sg-tax/add-backs-guide.md` | Which expenses are non-deductible + GL patterns |
236
- | `sg-tax/capital-allowances-guide.md` | S19, S19A, S19B, S14Q rules per asset category |
237
- | `sg-tax/ifrs16-tax-adjustment.md` | IFRS 16 lease reversal for tax purposes |
238
- | `sg-tax/enhanced-deductions.md` | R&D (250-400%), IP, donations (250% IPC), S14Q |
239
- | `sg-tax/exemptions-and-rebates.md` | SUTE, PTE, CIT rebate schedule by YA |
240
- | `sg-tax/losses-and-carry-forwards.md` | Set-off order, carry-forward rules |
241
-
242
- ## Architecture
243
-
244
- ```
245
- .claude-plugin/ Claude Code marketplace manifest
246
- ├── plugin.json
247
- └── marketplace.json
248
-
249
- .agents/skills/ Agent Skills standard (Codex, Copilot, Cursor)
250
- ├── api/ → src/skills/api/
251
- ├── conversion/ → src/skills/conversion/
252
- ├── transaction-recipes/ → src/skills/transaction-recipes/
253
- └── jobs/ → src/skills/jobs/
254
-
255
- .claude/skills/ Claude Code native path
256
- ├── api/ → src/skills/api/
257
- ├── conversion/ → src/skills/conversion/
258
- ├── transaction-recipes/ → src/skills/transaction-recipes/
259
- └── jobs/ → src/skills/jobs/
260
-
261
- src/skills/ Source of truth (single copy, dual discovery paths)
262
- ├── api/ 70 rules + 7 reference files
263
- ├── conversion/ Conversion domain + 7 reference files
264
- ├── transaction-recipes/ 16 recipes + 18 reference files
265
- └── jobs/ 12 jobs + 12 job files + 10 sg-tax files
266
-
267
- src/ npm CLI (jaz-clio)
268
- ├── commands/ CLI command handlers (23 command groups)
269
- │ ├── calc.ts 10 financial calculator commands
270
- │ ├── jobs.ts Job blueprints + nested tools
271
- │ ├── invoices.ts Invoice CRUD + pay + apply-credits + download
272
- │ ├── bills.ts Bill CRUD + pay + apply-credits
273
- │ ├── customer-credit-notes.ts CCN CRUD + refund + refunds (list)
274
- │ ├── supplier-credit-notes.ts SCN CRUD + refund + refunds (list)
275
- │ ├── contacts.ts Contact CRUD + search
276
- │ ├── journals.ts Journal entries + search
277
- │ ├── cash-entry.ts Cash-in / cash-out journals
278
- │ ├── cash-transfer.ts Cash transfer journals
279
- │ ├── currencies.ts Currency list + enable
280
- │ ├── currency-rates.ts Exchange rate CRUD
281
- │ └── ... 10 more (auth, org, bank, accounts, reports, etc.)
282
- ├── core/ Shared logic
283
- │ ├── api/ Jaz REST client (30+ modules, 70+ endpoints)
284
- │ ├── calc/ 10 financial calculators
285
- │ ├── jobs/ 12 job blueprints + paired tools
286
- │ ├── auth/ Credential management
287
- │ └── intelligence/ Fuzzy matching, date parsing, contact resolution
288
- └── assets/skills/ Bundled skill content for npm package
289
- ```
127
+ See the [full README](https://github.com/teamtinvio/jaz-ai) for skill details, reference file catalogs, and plugin installation.
290
128
 
291
129
  ## Common API Gotchas
292
130
 
293
- Mistakes the skill prevents — for agents and humans alike:
131
+ Mistakes the CLI and skills prevent:
294
132
 
295
133
  | Gotcha | Wrong | Right |
296
134
  |--------|-------|-------|
@@ -305,4 +143,4 @@ Mistakes the skill prevents — for agents and humans alike:
305
143
 
306
144
  ## License
307
145
 
308
- [MIT](LICENSE) - Copyright (c) 2026 Tinvio / Jaz
146
+ [MIT](https://github.com/teamtinvio/jaz-ai/blob/main/LICENSE) - Copyright (c) 2026 Tinvio / Jaz
package/assets/skills/api/SKILL.md CHANGED
@@ -1,14 +1,14 @@
1
1
  ---
2
2
  name: jaz-api
3
- version: 4.1.0
4
- 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.
3
+ version: 4.2.1
4
+ description: Complete reference for the Jaz 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.
5
5
  license: MIT
6
- 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.
6
+ compatibility: Requires Jaz API key (x-jk-api-key header). Works with Claude Code, Google Antigravity, OpenAI Codex, GitHub Copilot, Cursor, and any agent that reads markdown.
7
7
  ---
8
8
 
9
9
  # Jaz API Skill
10
10
 
11
- You are working with the **Jaz/Juan REST API** — the backend for Jaz (Singapore) and Juan (Philippines) accounting platforms.
11
+ You are working with the **Jaz REST API** — the accounting platform backend. Also fully compatible with Juan Accounting (same API, same endpoints).
12
12
 
13
13
  ## When to Use This Skill
14
14
 
package/assets/skills/api/help-center-mirror/index.md CHANGED
@@ -1,4 +1,4 @@
1
- Auto-generated from [help.jaz.ai](https://help.jaz.ai) — 2026-02-22 — 186 articles
1
+ Auto-generated from [help.jaz.ai](https://help.jaz.ai) — 2026-02-23 — 186 articles
2
2
 
3
3
  | Section | Articles | File |
4
4
  |---|---|---|
package/assets/skills/api/references/full-api-surface.md CHANGED
@@ -1,6 +1,6 @@
1
1
  # Jaz API — Complete Endpoint Catalog
2
2
 
3
- > Every endpoint in the Jaz/Juan REST API, organized by resource. Includes undocumented
3
+ > Every endpoint in the Jaz REST API, organized by resource. Includes undocumented
4
4
  > endpoints, magic AI features, admin APIs, and advanced search/filter syntax.
5
5
  > For request/response examples of core endpoints, see endpoints.md.
6
6
 
@@ -655,7 +655,7 @@ DEBT_WRITE_OFF, INTER_COMPANY, OTHER, PAYMENT_GATEWAY
655
655
 
656
656
  ## Platform Features Affecting API Behavior
657
657
 
658
- These features exist in the Jaz/Juan platform and may affect API responses or cause unexpected errors.
658
+ These features exist in the Jaz platform and may affect API responses or cause unexpected errors.
659
659
 
660
660
  ### Approvals
661
661
  - Bills and invoices can be submitted for approval workflow
package/assets/skills/conversion/SKILL.md CHANGED
@@ -1,6 +1,6 @@
1
1
  ---
2
2
  name: jaz-conversion
3
- version: 4.1.0
3
+ version: 4.2.1
4
4
  description: Accounting data conversion skill — migrates customer data from Xero, QuickBooks, Sage, MYOB, and Excel exports to Jaz. Covers config, quick, and full conversion workflows, Excel parsing, CoA/contact/tax/items mapping, clearing accounts, TTB, and TB verification.
5
5
  ---
6
6
 
package/assets/skills/jobs/SKILL.md CHANGED
@@ -1,6 +1,6 @@
1
1
  ---
2
2
  name: jaz-jobs
3
- version: 4.1.0
3
+ version: 4.2.1
4
4
  description: 12 accounting jobs for SMB bookkeepers and accountants — month-end, quarter-end, and year-end close playbooks plus 9 ad-hoc operational jobs (bank recon, document collection, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, fixed asset review, statutory filing). Jobs can have paired tools as nested subcommands (e.g., `clio jobs bank-recon match`, `clio jobs document-collection ingest`, `clio jobs statutory-filing sg-cs`). Paired with an interactive CLI blueprint generator (clio jobs).
5
5
  license: MIT
6
6
  compatibility: Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown. For API payloads, load the jaz-api skill. For individual transaction patterns, load the jaz-recipes skill.
package/assets/skills/transaction-recipes/SKILL.md CHANGED
@@ -1,6 +1,6 @@
1
1
  ---
2
2
  name: jaz-recipes
3
- version: 4.1.0
3
+ version: 4.2.1
4
4
  description: 16 IFRS-compliant recipes for complex multi-step accounting in Jaz — prepaid amortization, deferred revenue, loan schedules, IFRS 16 leases, hire purchase, fixed deposits, asset disposal, FX revaluation, ECL provisioning, IAS 37 provisions, dividends, intercompany, and capital WIP. Each recipe includes journal entries, capsule structure, and verification steps. Paired with 10 financial calculators that produce execution-ready blueprints with workings.
5
5
  license: MIT
6
6
  compatibility: Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown. For API payloads, load the jaz-api skill alongside this one.
package/dist/commands/init.js CHANGED
@@ -4,22 +4,9 @@ import prompts from 'prompts';
4
4
  import { SKILL_DESCRIPTIONS } from '../types/index.js';
5
5
  import { installSkills, detectPlatform } from '../utils/template.js';
6
6
  import { logger } from '../utils/logger.js';
7
- // Backward-compatible aliases for pre-4.1.0 skill names
8
- const SKILL_ALIASES = {
9
- api: 'jaz-api',
10
- conversion: 'jaz-conversion',
11
- recipes: 'jaz-recipes',
12
- 'transaction-recipes': 'jaz-recipes',
13
- jobs: 'jaz-jobs',
14
- };
15
7
  export async function initCommand(options) {
16
8
  logger.title('Clio — Skill Installer');
17
- // Resolve legacy skill names (e.g. "api" → "jaz-api")
18
- let rawSkill = options.skill;
19
- if (rawSkill && rawSkill in SKILL_ALIASES) {
20
- rawSkill = SKILL_ALIASES[rawSkill];
21
- }
22
- let skillType = rawSkill ?? 'all';
9
+ let skillType = options.skill ?? 'all';
23
10
  // Prompt for skill selection if not specified
24
11
  if (!options.skill) {
25
12
  const response = await prompts({
@@ -86,7 +73,7 @@ export async function initCommand(options) {
86
73
  logger.success('Clio — Jaz AI skills installed successfully!');
87
74
  console.log();
88
75
  console.log(chalk.bold('Next steps:'));
89
- console.log(chalk.dim(' 1. Restart your AI tool (Claude Code, Codex, Copilot, etc.)'));
76
+ console.log(chalk.dim(' 1. Restart your AI tool (Claude Code, Antigravity, Codex, Copilot, Cursor, etc.)'));
90
77
  console.log(chalk.dim(' 2. Try: "Create an invoice with line items and tax"'));
91
78
  if (skillType === 'all' || skillType === 'jaz-conversion') {
92
79
  console.log(chalk.dim(' 3. Try: "Convert this Xero trial balance to Jaz"'));
package/dist/core/intelligence/actions-summary.js CHANGED
@@ -141,7 +141,7 @@ function formatDescription(action, entityType, toolName) {
141
141
  * Format tool calls for agent callback responses.
142
142
  * Returns the tool_calls array expected by the service.
143
143
  */
144
- export function formatToolCallsForEmpire(toolCalls) {
144
+ export function formatToolCallsForChannel(toolCalls) {
145
145
  return toolCalls.map((call) => ({
146
146
  tool_name: call.tool_name,
147
147
  input: JSON.stringify(call.input),
package/dist/core/intelligence/index.js CHANGED
@@ -14,4 +14,4 @@ export { normalizeDate, normalizeDateOrPassthrough, isISODate, } from './date-no
14
14
  // Amount parsing
15
15
  export { parseAmount, parseAccountingAmount, formatAmount, } from './amount-parser.js';
16
16
  // CUD action summaries
17
- export { extractActionsSummary, formatToolCallsForEmpire, } from './actions-summary.js';
17
+ export { extractActionsSummary, formatToolCallsForChannel, } from './actions-summary.js';
package/dist/index.js CHANGED
@@ -55,14 +55,14 @@ program
55
55
  .description('Install Jaz AI skills into the current project')
56
56
  .option('-s, --skill <type>', `Skill to install (${SKILL_TYPES.join(', ')})`)
57
57
  .option('-f, --force', 'Overwrite existing files')
58
- .option('-p, --platform <type>', 'Target platform: claude, codex, agents, auto (default: auto-detect)')
58
+ .option('-p, --platform <type>', 'Target platform: claude, codex, copilot, cursor, antigravity, windsurf, goose, gemini, agents, auto (default: auto-detect)')
59
59
  .action(async (options) => {
60
60
  if (options.skill && !SKILL_TYPES.includes(options.skill)) {
61
61
  console.error(`Invalid skill type: ${options.skill}`);
62
62
  console.error(`Valid types: ${SKILL_TYPES.join(', ')}`);
63
63
  process.exit(1);
64
64
  }
65
- const validPlatforms = ['claude', 'codex', 'agents', 'auto'];
65
+ const validPlatforms = ['claude', 'antigravity', 'codex', 'copilot', 'cursor', 'windsurf', 'goose', 'gemini', 'agents', 'auto'];
66
66
  if (options.platform && !validPlatforms.includes(options.platform)) {
67
67
  console.error(`Invalid platform: ${options.platform}`);
68
68
  console.error(`Valid platforms: ${validPlatforms.join(', ')}`);
package/dist/types/index.js CHANGED
@@ -1,6 +1,6 @@
1
1
  export const SKILL_TYPES = ['jaz-api', 'jaz-conversion', 'jaz-recipes', 'jaz-jobs', 'all'];
2
2
  export const SKILL_DESCRIPTIONS = {
3
- 'jaz-api': 'Jaz/Juan REST API reference — 55 rules, endpoint catalog, error catalog, field mapping',
3
+ 'jaz-api': 'Jaz REST API reference — 55 rules, endpoint catalog, error catalog, field mapping',
4
4
  'jaz-conversion': 'Data conversion pipeline — Xero, QuickBooks, Sage, Excel migration to Jaz',
5
5
  'jaz-recipes': 'Complex accounting recipes — prepaid, deferred revenue, loans, IFRS 16, depreciation',
6
6
  'jaz-jobs': 'Accounting job blueprints — month/quarter/year-end close + 7 ad-hoc operational workflows',
package/dist/utils/template.js CHANGED
@@ -37,6 +37,16 @@ export async function detectPlatform(projectDir) {
37
37
  return 'claude';
38
38
  if (await exists(join(projectDir, '.codex')))
39
39
  return 'agents';
40
+ if (await exists(join(projectDir, '.antigravity')))
41
+ return 'agents';
42
+ if (await exists(join(projectDir, '.cursor')))
43
+ return 'agents';
44
+ if (await exists(join(projectDir, '.copilot')))
45
+ return 'agents';
46
+ if (await exists(join(projectDir, '.windsurf')))
47
+ return 'agents';
48
+ if (await exists(join(projectDir, '.goose')))
49
+ return 'agents';
40
50
  // Check for platform-specific instruction files
41
51
  if (await exists(join(projectDir, 'CLAUDE.md')))
42
52
  return 'claude';
@@ -78,10 +88,12 @@ async function installSkill(targetDir, skillName, force, platform) {
78
88
  * Install selected skills into the target project.
79
89
  */
80
90
  export async function installSkills(targetDir, skillType, force = false, platform = 'auto') {
81
- // Resolve platform
82
- const resolvedPlatform = platform === 'auto' || platform === 'codex'
83
- ? (platform === 'codex' ? 'agents' : await detectPlatform(targetDir))
84
- : platform;
91
+ // Resolve platform — all non-Claude platforms map to Agent Skills standard (.agents/skills/)
92
+ const resolvedPlatform = platform === 'claude'
93
+ ? 'claude'
94
+ : platform === 'auto'
95
+ ? await detectPlatform(targetDir)
96
+ : 'agents';
85
97
  const skillsToInstall = skillType === 'all' ? SKILLS : [skillType];
86
98
  const installedPaths = [];
87
99
  for (const skill of skillsToInstall) {
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "jaz-clio",
3
- "version": "4.1.0",
3
+ "version": "4.2.1",
4
4
  "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
5
5
  "type": "module",
6
6
  "bin": {