Use 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. Triggered during the jaz-practice onboarding flow whenever a new client's prior firm uses Xero, QuickBooks, Sage, or MYOB — see jaz-practice/references/onboarding.md for the client-folder-aware wrapper that invokes this skill.
EnglishUse when an accounting practitioner is doing client work in Jaz — closing the books, filing GST, year-end statutory, onboarding a new client. Covers the practitioner workspace at ~/Documents/Jaz Practice (clients/ /CLIENT.md and engagements/ /ENGAGEMENT.md), engagement routing (monthly-close | quarterly-gst | annual-statutory | onboarding | adhoc), and how the agent loads client context before invoking jaz-jobs blueprints, jaz-recipes recipes, and jaz-api tools. Triggers on intent like "close the books for X", "file GST for Y", "onboard new client Z", "what's outstanding for Acme this month". Pair with jaz-jobs (workflow blueprints), jaz-recipes (IFRS recipes + calculators), jaz-api (REST gotchas), and jaz-conversion (data migration during onboarding).
EnglishUse when answering ad-hoc data questions that aren't covered by downloadexport (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: previewpseudosql, exportpseudosql, getpseudosqlexport, runpseudosqlanddownload.
EnglishUse 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.
English
AGENT SKILLS ATLASIncludes Jaz Conversion, Jaz Practice, Jaz Pseudo SQL, and other workflows.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLISupported by the Atlas install prompt. Skill-specific requirements vary.
Pack stats
What’s included
Jaz Conversion
Use 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. Triggered during the jaz-practice onboarding flow whenever a new client's prior firm uses Xero, QuickBooks, Sage, or MYOB — see jaz-practice/references/onboarding.md for the client-folder-aware wrapper that invokes this skill.
Jaz Practice
Use when an accounting practitioner is doing client work in Jaz — closing the books, filing GST, year-end statutory, onboarding a new client. Covers the practitioner workspace at ~/Documents/Jaz Practice (clients/ /CLIENT.md and engagements/ /ENGAGEMENT.md), engagement routing (monthly-close | quarterly-gst | annual-statutory | onboarding | adhoc), and how the agent loads client context before invoking jaz-jobs blueprints, jaz-recipes recipes, and jaz-api tools. Triggers on intent like "close the books for X", "file GST for Y", "onboard new client Z", "what's outstanding for Acme this month". Pair with jaz-jobs (workflow blueprints), jaz-recipes (IFRS recipes + calculators), jaz-api (REST gotchas), and jaz-conversion (data migration during onboarding).
Jaz Pseudo SQL
Use when answering ad-hoc data questions that aren't covered by downloadexport (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: previewpseudosql, exportpseudosql, getpseudosqlexport, runpseudosqlanddownload.
Jaz Recipes
Use 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.
Quick start
- Choose your skills. Select individual skills above, or choose the entire pack.
- Copy the install prompt. Use Copy install prompt above the list.
- Send it to your agent. Paste into your coding agent’s chat. Your agent reviews the source and guides the setup.
Try it with your agent
After installation, start with a request like:
Use the Jaz Conversion skill to help with my task.
Ask me for the context you need before getting started.Requirements & license
- A coding agent that can access your project files and install skills.
- Your agent checks each skill’s instructions, dependencies, and permissions during setup.
- Reported license for the skills shown: MIT. The author’s terms apply.