jaz-clio 5.20.21 → 5.20.24
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +6 -6
- package/assets/skills/api/SKILL.md +1 -1
- package/assets/skills/api/references/bank-rule-column-mapping.md +8 -2
- package/assets/skills/cli/SKILL.md +3 -3
- package/assets/skills/conversion/SKILL.md +1 -1
- package/assets/skills/jaz-pseudo-sql/SKILL.md +1 -1
- package/assets/skills/jobs/SKILL.md +1 -1
- package/assets/skills/transaction-recipes/SKILL.md +1 -1
- package/assets/templates/platform-rules/jaz-agent-rules.md +1 -1
- package/cli.mjs +540 -540
- package/package.json +1 -1
package/README.md
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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=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/tools-
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<img src="https://img.shields.io/badge/tools-305-blue?style=for-the-badge" alt="305 tools">
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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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</p>
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305 tools. 59 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
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```bash
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npm install -g jaz-clio
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## Contents
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- [Three Ways In](#three-ways-in) · CLI, MCP, Skills
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- [CLI](#cli) ·
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- [MCP Server](#mcp-server) ·
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- [CLI](#cli) · 59 command groups
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- [MCP Server](#mcp-server) · 305 tools for AI agents
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- [Skills](#skills) · Teach any AI the Jaz API
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- [Setup](#setup) · Auth, multi-org, automation
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- [Semantic help-center search](#help-center-semantic-search-optional) · Optional OpenAI-backed retrieval
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clio invoices search --query 'status:unpaid' --view lean # Compact summary rows (id + key fields), then drill in with get
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```
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59 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
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---
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## MCP Server
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305 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
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> **No install at all?** Claude.ai, ChatGPT, Cowork, and Microsoft Copilot Studio can use Jaz via the **hosted connector**: add `https://mcp.jaz.ai/mcp` as a custom connector (Claude/ChatGPT) or MCP tool (Copilot Studio) and sign in (OAuth, no key). The local setup below is for terminal use, scripting, and editors that run MCP servers as local processes.
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# Bank-rule column-value mapping (reconcileWithDirectCashEntry)
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A bank rule's `reconcileWithDirectCashEntry` shortcut can resolve fields **per row** from a custom bank-statement column instead of hard-coding them. This is the "Set X by" capability: read a column, match its value, and resolve to a target (GL account, tax profile, classifier, contact, or tag).
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A bank rule's `reconcileWithDirectCashEntry` shortcut can resolve fields **per row** from a custom bank-statement column instead of hard-coding them. This is the "Set X by" capability: read a column, match its value, and resolve to a target (GL account, tax profile, nano-classifier, contact, or tag).
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## Background: Bank Fields
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The columns referenced by `columnKey` are **Bank Fields** — typed custom columns (`DATE` / `STRING` / `AMOUNT`) defined per bank account and captured when a statement is imported. They make any statement column (branch code, bank charge, cost centre, settlement ref) first-class: usable in a rule's **conditions** (matching) and in its **outputs** (the maps below). `AMOUNT` fields keep their sign; `amountSourceColumnKey` uses the **absolute** value.
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Scope note: the maps here are the rule **outputs** (what `create_bank_rule` / `update_bank_rule` set via `configuration`). The rule **conditions** (which statement lines the rule matches, including by Bank Field) are held in a linked search shortcut (`relatedSearchShortcutResourceIds`) configured in the product, not by these tools.
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## ColumnValueMapConfig shape
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- `amountSourceColumnKey` — "Set amount by": take the line's amount from the **absolute value** of a custom AMOUNT column. **Mutually exclusive with `amount`** — omit `amount` when this is set (sending both is rejected).
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- `organizationAccountResourceIdMap` — "Set Account by" (in lieu of a static `organizationAccountResourceId`).
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- `taxProfileResourceIdMap` — "Set Tax by".
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- `classifierConfigMap` — "Set Classifier by" (target = classifier class UUID).
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- `classifierConfigMap` — "Set Classifier by" (target = nano-classifier / classifier class UUID; see `list_nano_classifiers`).
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## Reference-string column tokens
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---
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name: jaz-cli
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version: 5.20.
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version: 5.20.24
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description: >-
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Use this skill when running Clio CLI commands, building shell scripts with
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Clio, debugging auth issues, understanding --json output, paginating results,
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command groups, auth precedence, output formats, entity resolution, and common
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workflow patterns. Also use when the user asks how to use clio, what commands
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are available, or how to automate accounting tasks from the command line.
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Covers all
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Covers all 59 command groups and 305 tools.
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license: MIT
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compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
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---
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> **Audience note:** for power users and CI/automation. Load this skill only when you're scripting from a terminal, building shell pipelines, or debugging from `clio --json` output. For day-to-day accounting inside Claude Desktop / Cowork, the MCP tools cover the common flows without dropping to the CLI.
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You are working with **Clio** (`jaz-clio`) — the CLI for the Jaz accounting platform.
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You are working with **Clio** (`jaz-clio`) — the CLI for the Jaz accounting platform. 59 command groups, 13 calculators, 12 job blueprints, 305 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
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## When to Use This Skill
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## Discovery
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The Jaz MCP server exposes
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The Jaz MCP server exposes 305 tools across 36 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
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1. `search_tools(query)` → top-N tool names + namespaces.
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2. `describe_tools(names)` → full parameter schemas.
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