jaz-ai

Use this skill whenever you call, debug, or review code that touches the Jaz REST API. Covers field names, response shapes, 158 production gotchas, error recovery (422/400/404/500), search filters, pagination, and edge cases for every endpoint — invoices, bills, credit notes, journals, cash entries, payments, contacts, CoA, items, tax profiles, bank records, fixed assets, schedulers, subscriptions, attachments, claim settings, and Jaz Magic extraction. Also use when building API clients, seeding test data, or adding new endpoint support.

Use this skill when running Clio CLI commands, building shell scripts with Clio, debugging auth issues, understanding --json output, paginating results, or chaining multi-step accounting workflows from the terminal. Covers all 65 command groups, auth precedence, output formats, entity resolution, and common workflow patterns. Also use when the user asks how to use clio, what commands are available, or how to automate accounting tasks from the command line. Covers all 66 command groups and 357 tools, including employee-expense claims.

Use this skill when migrating accounting data into Jaz — importing from Xero, QuickBooks, Sage, MYOB, or Excel exports. Covers the full conversion pipeline: analyzing source files, mapping Chart of Accounts, contacts, tax profiles, and items, creating clearing accounts, running TTB (trial transaction balance), and verifying TB. Also use when the user mentions data migration, conversion, import, or switching accounting software — whenever a customer's prior system is Xero, QuickBooks, Sage, MYOB, or an Excel-based ledger.

Use this skill when answering ad-hoc data questions that aren't covered by download_export (canonical reports — anomaly, audit, aging, P&L, BS, GL, statement of account) or search_* tools (entity listings with structured filters). Pseudo-SQL is a read-only DSL against Jaz's curated reporting schema — single SELECT statement, ≤100 row sync preview or full async CSV export. Tools: get_pseudo_sql_schema (call FIRST — returns live catalog + downloadable jaz-pseudo-sql.md skill body), preview_pseudo_sql, export_pseudo_sql, get_pseudo_sql_export, run_pseudo_sql_and_download.

Use this skill for recurring accounting workflows — month/quarter/year-end close, bank reconciliation, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, fixed asset review, and Singapore Form C-S tax computation. 12 job playbooks that sequence real platform tools into complete business processes. Also use when the user mentions closing the books, period-end, tax filing, or any operational accounting task.

Use this skill when modeling complex multi-step accounting transactions — anything that spans multiple periods, involves changing amounts, or requires linked entries. Covers 16 IFRS-compliant recipes (prepaid amortization, deferred revenue, loans, IFRS 16 leases, hire purchase, fixed deposits, asset disposal, FX revaluation, ECL, IAS 37 provisions, dividends, intercompany, capital WIP) and 13 financial calculators that produce execution-ready blueprints. Also use when the user mentions depreciation, amortization, lease accounting, loan schedules, or any IFRS calculation.