AGENTS.md · diff

git:20260505.25e9120 to git:20260515.98a58eb

28 added, 21 removed. Audit A to A.

- # Jaz AI — Agent Skills
+ # Jaz AI · Agent Skills
Agent skills for the [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.
> Also fully compatible with [Juan Accounting](https://juan.ac).
## Skills
- | Skill | What It Does |
- |-------|-------------|
- | **jaz-api** | 111 rules, full endpoint catalog, error catalog, field mapping — agents write correct Jaz API code on the first try |
- | **jaz-conversion** | Xero, QuickBooks, Sage, Excel migration playbook — CoA mapping, tax profiles, FX, trial balance verification |
- | **jaz-recipes** | 16 IFRS-compliant recipes (loans, leases, depreciation, FX reval, ECL, provisions) + 13 CLI financial calculators with blueprint output |
- | **jaz-jobs** | 12 accounting jobs (month/quarter/year-end close, bank recon, document collection, GST/VAT, payment runs, credit control, supplier recon, audit prep, FA review, statutory filing) + Singapore Form C-S tax computation |
- | **jaz-practice** | Practitioner workspace scaffolding — onboard clients, scaffold engagements (monthly-close, quarterly-gst, annual-statutory, onboarding), keep period work organized. Each engagement template names the specific Jaz tools, recipes, and calculators to invoke. New in v5.2.0 |
+ | Skill | What it teaches an agent |
+ |-------|--------------------------|
+ | **jaz-api** | 141 production rules, every endpoint, error catalog, field mapping. Agents write correct Jaz API code on the first call. |
+ | **jaz-cli** | The `clio` command surface, auth precedence, output formats, pagination |
+ | **jaz-conversion** | Xero, QuickBooks, Sage, MYOB, Excel migration: CoA mapping, FX, clearing accounts, trial balance verification |
+ | **jaz-jobs** | 12 close playbooks (month / quarter / year-end, bank-recon, GST/VAT, payment-run, credit-control, supplier-recon, audit-prep, FA-review, statutory-filing) + Singapore Form C-S |
+ | **jaz-recipes** | 16 IFRS recipes (loans, IFRS 16 leases, depreciation, FX reval, ECL, IAS 37 provisions, asset disposal) + 13 calculators |
+ | **jaz-practice** | Multi-client practitioner workspace, engagement scaffolding, per-client config |
## Install
```bash
- # CLI (recommended — auto-detects your AI tool)
- npm install -g jaz-clio
- clio init
+ # Auto-detect your AI tool and install all 6 skills
+ npx jaz-clio init
- # Or install a specific skill
- clio init --skill jaz-api
- clio init --skill jaz-conversion
+ # Or one skill at a time
+ npx jaz-clio init --skill jaz-api
+ npx jaz-clio init --skill jaz-conversion
```
- ## Skill Paths
+ For Claude Code, prefer the marketplace plugin (skills + MCP server in one install):
- Skills are available at both discovery paths:
+ ```
+ /plugin marketplace add teamtinvio/jaz-ai
+ ```
- - **`.agents/skills/`** — Agent Skills open standard (Codex, Copilot, Cursor, etc.)
- - **`.claude/skills/`** — Claude Code native path
+ ## Skill paths
+ Skills are available at both standard discovery paths in this repo:
+
+ - **`.agents/skills/`** · [Agent Skills](https://agentskills.io) open standard (Codex, Copilot, Cursor, Antigravity, Windsurf, Goose, Roo Code, Junie, Amp)
+ - **`.claude/skills/`** · Claude Code native path
+
Both point to the same source content in `src/skills/`.
- ## Documentation
+ ## More
- - [README](README.md) — Full documentation, architecture, and examples
- - [help.jaz.ai](https://help.jaz.ai) — Jaz Help Center
+ - **[README.md](README.md)** · full agent stack overview, MCP install, multi-org, troubleshooting
+ - **[CONTEXT.md](CONTEXT.md)** · runtime rules-of-engagement for agents using the stack
+ - **[help.jaz.ai](https://help.jaz.ai)** · Jaz product help center