Clio: Command Line Interface Operator for Jaz AI.

357 tools. 66 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.

npm install -g jaz-clio

Requires Node.js 18+ (nodejs.org). Also fully compatible with Juan Accounting.

Contents

• Three Ways In · CLI, MCP, Skills
• CLI · 66 command groups
• MCP Server · 357 tools for AI agents
• Skills · Teach any AI the Jaz API
• Setup · Auth, multi-org, automation
• Semantic help-center search · Optional OpenAI-backed retrieval

Three Ways In

| | What happens | Try it | |---|---|---| | CLI | Every accounting operation as a command | clio invoices list | | MCP | Plug into Claude Code, Cursor, Codex, Copilot | clio mcp | | Skills | Teach any agent the Jaz API | clio init |

CLI

clio invoices create --contact "ACME" --json     # Create draft, get JSON back
clio bank import statement.csv                    # Import and auto-reconcile
clio reports pdf profit-loss                       # Download P&L as PDF
clio calc lease --payment 5000 --term 36 --rate 5 # IFRS 16 (offline, instant)
clio jobs month-end --period 2026-03              # Step-by-step close playbook
clio magic create --file receipt.pdf              # AI extracts → draft transaction
clio claims from-attachment --file receipt.png    # Employee expense receipt → draft claim
clio invoices search --query 'status:unpaid AND $500+'  # Structured per-entity search
clio invoices search --query 'status:unpaid' --view lean # Compact summary rows (id + key fields), then drill in with get

66 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports --json. Run clio --help for the full list.

MCP Server

357 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.

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.

Claude Code:

claude mcp add jaz -- npx jaz-clio mcp

Cursor / VS Code / Windsurf:

{
  "mcpServers": {
    "jaz": {
      "command": "npx",
      "args": ["-y", "jaz-clio", "mcp"],
      "env": { "JAZ_API_KEY": "jk-your-api-key" }
    }
  }
}

Multi-org: comma-separated keys or a personal access token:

{ "env": { "JAZ_API_KEY": "jk-org1-key,jk-org2-key" } }

Skills

158 API rules from production testing: field-name maps, error-recovery patterns, response-shape quirks. Plus 12 job playbooks. Installable into any agent project.

clio init                            # auto-detect agent + install skills + agent-rules
clio init --platform cursor          # explicit platform
clio init --no-rules                 # skills only, skip the agent-rules file

Auto-detects the agent (Claude Code, Codex, Copilot, Cursor, Antigravity, Gemini, Windsurf, Goose) and installs the right skill files. init also writes a one-page jaz-agent-rules.md to the path your platform reads on workspace open (CLAUDE.md / AGENTS.md / .github/copilot-instructions.md / .cursor/rules/jaz.mdc / .windsurf/rules/jaz.md / GEMINI.md) so any agent starts every session with the meta-tool flow, the 6 API gotchas, and the recipe-engine carve-outs.

Setup

clio auth add <api-key>      # Get key from Settings > API in Jaz
clio auth whoami              # Verify

Multiple orgs: clio auth add each key, then clio auth switch <label> or --org <label> per command.

Automation: Every CLI command supports --json for structured output. Set JAZ_API_KEY as an env var for scripts and CI pipelines.

Help-center semantic search (optional)

search_help_center uses keyword search over the bundled help-center corpus by default. Set CLIO_HELP_CENTER_OPENAI_API_KEY to add semantic search (matches on intent, not just exact keywords): the CLI embeds only your query via the OpenAI embeddings API (text-embedding-3-small, the model the bundled index was built with) and merges both rankings. On auth failure it warns once and falls back to keyword search. Use a project-scoped key restricted to embedding models with a low monthly cap. CLI-only: MCPB installs ship without the embedding index and always use keyword search.

Privacy

Runs on your machine. Calls go to the Jaz API over HTTPS. No telemetry. No data collection.

Support

help.jaz.ai · GitHub Issues · [email protected]

License

MIT