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Skill teamtinvio/jaz-ai/.agents/skills/jobs

Complete agent stack for Jaz. Plugins, Skills, MCP tools, and CLI for Claude Code, Cowork, Codex, Copilot, Cursor, and more.

Install
npx -y skills add teamtinvio/jaz-ai --skill jobs

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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.

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

14.0 KB, as published. Nobody here has run it

Jobs Skill

You are helping an SMB accountant or bookkeeper complete recurring accounting tasks in Jaz — period-end closes, bank reconciliation, tax filing, payment processing, and operational reviews. These are the real jobs that keep the books accurate and the business compliant.

Jaz-native, not generic. Every job in this skill names specific Jaz tools (search_invoices, quick_reconcile, bulk_finalize_drafts, reconcile_with_payments, report tools like generate_trial_balance, download_export), Jaz reconciliation modes, and Jaz capsule patterns. It is NOT an interchangeable accounting workflow reference; it is the operating manual for running these processes through the Jaz platform tools. When the playbook says "match bank entries", it means call the 5-phase cascade matcher (clio jobs bank-recon match for a local CLI run, or follow the cascade logic in references/bank-match.md and drive the reconcile_* tools directly), not "use any matching algorithm".

Jobs combine recipes, calculators, and platform tools into complete business processes. If recipes are ingredients, jobs are the meal. Each per-job reference is the canonical end-to-end orchestration: it lists the phases, and for each step names the exact report tool, recipe, or API call to run.

How to run a job

You orchestrate the real platform tools directly, following the phase sequence in the per-job reference:

  • Hosted / MCP agent (no shell): the per-job reference is your checklist. Walk its phases in order and call the named platform tools — plan_recipe / execute_recipe, search_invoices / search_bills / search_bank_records, the generate-reports/* report tools (generate_trial_balance, generate_aged_ar, generate_vat_ledger, …), reconcile_*, create_journal, bulk_finalize_drafts, update_account lockDate, and so on. There is no separate "blueprint tool" to call — the reference IS the plan.
  • Local CLI convenience: if you're running clio in a terminal (e.g. Claude Code), clio jobs <type> --json prints the same phased checklist for the period so a human or script can follow it. This is a convenience, not the main path for a hosted agent — the platform tools above are the path that actually does the work.

When to Use This Skill

  • Closing the books for a month, quarter, or year
  • Catching up on bank reconciliation (with automated pre-matching)
  • Collecting and uploading client documents (invoices, bills, bank statements)
  • Preparing GST/VAT returns for filing
  • Running a payment batch to clear outstanding bills
  • Chasing overdue invoices (credit control)
  • Reconciling supplier statements against AP ledger
  • Preparing for an audit or tax filing
  • Reviewing the fixed asset register

Job Catalog

Period-Close Jobs (Layered)

Period-close jobs build on each other. Quarter = month + extras. Year = quarter + extras. Each level runs standalone by default (includes all steps from lower levels). Use --incremental to generate only the extras.

JobCLI (local convenience)Description
Month-End Closeclio jobs month-end --period YYYY-MM5 phases: pre-close prep, accruals, valuations, verification, lock. The foundation.
Quarter-End Closeclio jobs quarter-end --period YYYY-QNMonth-end for each month + GST/VAT, ECL review, bonus accruals, intercompany, provision unwinding.
Year-End Closeclio jobs year-end --period YYYYQuarter-end for each quarter + true-ups, dividends, retained-earnings rollover, audit prep, final lock.

Ad-Hoc Jobs

JobCLI (local convenience)Description
Bank Reconclio jobs bank-reconClear unreconciled items: match, categorize, resolve. Match to EXISTING open bills/invoices/payments (reconcile_with_payments) is the primary path — create-new only when nothing matches. Drive end-to-end via the view_auto_reconciliation decision gate (auto-commit high-confidence, checkpoint the rest — see references/bank-recon.md Step 4a). Cascade matcher: clio jobs bank-recon match.
Document Collectionclio jobs document-collectionScan and classify client documents from local directories and cloud links (Dropbox, Drive, OneDrive). Outputs file paths for upload via Jaz Magic. Ingest helper: clio jobs document-collection ingest.
GST/VAT Filingclio jobs gst-vat --period YYYY-QNTax ledger review, discrepancy check, filing summary.
Payment Runclio jobs payment-runSelect outstanding bills by due date, process payments.
Credit Controlclio jobs credit-controlAR aging review, overdue chase list, bad debt assessment. Run on-demand when AR aging deteriorates.
Supplier Reconclio jobs supplier-reconAP vs supplier statement, identify mismatches. Run for major suppliers and at year-end for audit AP confirmations.
Audit Preparationclio jobs audit-prep --period YYYYCompile reports, schedules, reconciliations for auditor/tax.
FA Reviewclio jobs fa-reviewFixed asset register review, disposal/write-off processing. Run as part of year-end.
Statutory Filingclio jobs statutory-filingCorporate income tax computation. CLI engines: clio jobs statutory-filing sg-cs (Form C-S computation), clio jobs statutory-filing sg-ca (capital allowance schedule). See the SG Form C-S section below.

How Jobs Work

Each per-job reference is a phased checklist of steps. Each step names:

  • API call — the exact platform tool + request body to execute the step
  • Recipe reference — link to the transaction-recipes skill for complex accounting patterns
  • Calculator command — clio calc command for independent financial cross-checks
  • Verification check — how to confirm the step was completed correctly
  • Conditional flag — steps that only apply in certain situations (e.g., "only if multi-currency org")

Steps that carry real judgment (hold, defer, accept a variance, resume after a failure) also name the jot to record at that moment via the jot tool. Mechanical steps never do: a jot marks a choice among real alternatives, not activity.

For AI agents (hosted or CLI): walk the phases in the per-job reference and call the named platform tools directly. Use the jaz-api skill for payload shapes. For developers / scripts: clio jobs <type> --json prints the phased checklist as JSON to drive automation pipelines. For accountants: use the formatted checklist (clio jobs <type>) to work through the close systematically.

CLI Usage (local convenience)

These commands print the phased checklist for a period. They are a terminal convenience — a hosted agent drives the platform tools named in each reference directly.

# Period-close (standalone = full plan, --incremental = extras only)
clio jobs month-end --period 2025-01 [--currency SGD] [--json]
clio jobs quarter-end --period 2025-Q1 [--incremental] [--json]
clio jobs year-end --period 2025 [--incremental] [--json]

# Ad-hoc
clio jobs bank-recon [--account "DBS Current"] [--period 2025-01] [--json]
clio jobs gst-vat --period 2025-Q1 [--json]
clio jobs payment-run [--due-before 2025-02-28] [--json]
clio jobs credit-control [--overdue-days 30] [--json]
clio jobs supplier-recon [--supplier "Acme Corp"] [--period 2025-01] [--json]
clio jobs audit-prep --period 2025 [--json]
clio jobs fa-review [--json]

Relationship to Other Skills

SkillRole
jaz-apiProvides the exact API payloads for each step (field names, gotchas, error handling)
jaz-recipesProvides the accounting patterns for complex steps (accruals, FX reval, ECL, etc.)
jaz-jobs (this skill)Combines recipes + platform tools into sequenced, verifiable business processes

Load all three skills together for the complete picture. Jobs reference recipes by name — read the referenced recipe for implementation details.

Supporting Files

Tax Computation — Singapore Form C-S

Corporate income tax computation for Singapore-incorporated companies. The AI agent acts as the tax wizard — pulling data from Jaz, classifying GL items, asking the user targeted questions, and assembling the input for the CLI computation engine.

Scope: Form C-S (revenue ≤ $5M, 18 fields) and Form C-S Lite (revenue ≤ $200K, 6 fields). NOT Form C.

How It Works

┌──────────────────────────────┐     ┌───────────────────────────────┐
│  Reference Docs (this skill) │     │  CLI Computation Engine        │
│  "The Wizard Script"         │     │  clio jobs statutory-filing sg-cs [--json]       │
│  - Guides AI agent           │     │  - Pure deterministic math     │
│  - API calls to make         │     │  - Accepts structured JSON     │
│  - Questions to ask user     │     │  - Outputs workpaper +         │
│  - Classification rules      │     │    Form C-S fields +           │
│  - SG tax rules reference    │     │    carry-forwards              │
└──────────────┬───────────────┘     └───────────────┬───────────────┘
               │                                      │
               └────────►  AI Agent  ◄────────────────┘
                    1. Reads reference docs
                    2. Pulls Jaz API data
                    3. Classifies GL items
                    4. Asks user questions
                    5. Assembles input JSON
                    6. Runs clio jobs statutory-filing sg-cs
                    7. Presents results + filing guidance

CLI Commands

# Full computation (JSON input from wizard or file)
clio jobs statutory-filing sg-cs --input tax-data.json [--json]
echo '{ "ya": 2026, ... }' | clio jobs statutory-filing sg-cs --json

# Simple mode (manual flags)
clio jobs statutory-filing sg-cs --ya 2026 --revenue 500000 --profit 120000 --depreciation 15000 --exemption pte [--json]

# Capital allowance schedule (standalone)
clio jobs statutory-filing sg-ca --input assets.json [--json]
clio jobs statutory-filing sg-ca --ya 2026 --cost 50000 --category general --acquired 2024-06-15 [--json]

Tax Reference Files

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