Clio: Command Line Interface Operator for Jaz AI.

265 tools. 13 financial calculators. 12 job playbooks. 130 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 — 55 command groups
• MCP Server — 274 tools for AI agents
• Skills — Teach any AI the Jaz API
• Setup — Auth, multi-org, automation

Three Ways In

| | What happens | Try it | |---|---|---| | CLI | 55 command groups, every accounting operation | clio invoices list | | MCP | Plug into Claude Code, Cursor, Codex, Copilot | clio mcp | | Skills | Teach any AI tool 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 invoices search --query 'status:unpaid AND $500+'  # Structured per-entity search
clio practice init --firm-name "My Firm"          # Set up a client workspace at ~/Documents/Jaz Practice
clio practice onboard --name "Acme Pte Ltd" --fy-end 12-31 --gst quarterly
clio practice create-engagement acme-pte-ltd --type monthly-close --period 2026-03

55 command groups. 16 report types. 13 calculators. 12 job playbooks. New in v5.2.0: practitioner workspace (clio practice). Every command supports --json. Run clio --help for the full list.

MCP Server

275 CLI tools, available to any AI agent that speaks MCP. Runs locally — no cloud, no ports. Includes the v5.2.0 practice_* tools (init, onboard_client, list_clients, load_client, create_engagement, load_engagement) so an agent in Claude Desktop or Claude Code can scaffold and load client workspaces conversationally.

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

141 production-tested API rules. Field name mappings. Error recovery patterns. 12 job playbooks. Installable into any AI-aware project.

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

Auto-detects the AI tool (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.

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