Jaz Accounting agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real Jaz Accounting work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Jaz Accounting

Connect Jaz Accounting once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Jaz Accounting skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing22 Jaz Accounting tools

Work in Jaz Accounting with AI, safely

Sets up how the agent uses Jaz Accounting: confirms the organization first, reads before it writes, and asks for your explicit approval before any change to books or documents.

Use it when

You are starting any Jaz Accounting task and want the right organization selected first
An access or sign-in error stopped a query and you want to know what to do next
You are not sure which Jaz tool fits a request and want the agent to pick the safe one

Tools it uses

get_organization
get_my_context
list_accounts
search_accounts
search_contacts
create_contact
get_contact_signals
get_contact
list_invoices
search_invoices
get_invoice
bulk_upsert_chart_of_accounts
create_account
update_account
update_contact
create_invoice
update_invoice
delete_invoice
pay_invoice
finalize_invoice
apply_credits_to_invoice
download_invoice_pdf

Example

In Acme Pte Ltd, which invoices are overdue, and do not change anything yet.

Working in Acme Pte Ltd. Confirm? I read the first 50 of about 120 overdue invoices, with 12 more than 60 days past due. Nothing has been changed; I will only draft follow-ups if you ask.

Use in RevampKeyRead the full skill →

Asks before writing12 Jaz Accounting tools

Review supplier bills in Jaz Accounting

Sorts open supplier bills by due date, checks each for duplicates and coding problems, and prepares a payment-run list for your approval. It never records a payment without your explicit yes.

Use it when

Before a payment run, to see which supplier bills are due and which to hold
When a supplier chases an overdue bill and you need to know what is owed
When you want to catch duplicate or mis-coded bills before money goes out

Tools it uses

get_organization
get_my_context
list_bills
get_invoice
search_contacts
get_contact
get_contact_signals
list_accounts
search_accounts
pay_invoice
update_invoice
apply_credits_to_invoice

Example

In Acme Pte Ltd, which supplier bills should I pay this week, and is anything suspicious?

Acme Pte Ltd has 24 open bills totalling 61,400 SGD. Of these, 5 are overdue (9,850 SGD) and 6 are due within seven days (14,200 SGD). I propose paying 9 bills for 18,700 SGD and holding 3 bills. Two bills from one supplier look like duplicates, so I have held both until you confirm. Nothing has been paid; I am waiting for your approval of the run.

Use in RevampKeyRead the full skill →

Asks before writing9 Jaz Accounting tools

Clean up your chart of accounts with AI

Audits your Jaz chart of accounts for duplicate, unused, misnamed and misgrouped accounts, then proposes a plan. It makes no changes until you approve each one.

Use it when

Before year end, when the chart has grown messy over several years
After a bookkeeper or new team member adds accounts inconsistently
When reports show duplicate or confusing lines

Tools it uses

get_organization
get_my_context
list_accounts
search_accounts
list_bills
list_invoices
create_account
update_account
bulk_upsert_chart_of_accounts

Example

Audit the chart of accounts in Acme Pte Ltd and suggest what to merge or rename, but don't change anything yet.

I reviewed 96 accounts in Acme Pte Ltd and found 14 items worth changing. 6 are unused accounts you can safely deactivate, 5 are duplicates, and 3 are misnamed. The duplicate "Office supplies" and "Office Supplies & Stationery" are the biggest win. Nothing has been changed; tell me which items to apply.

Use in RevampKeyRead the full skill →

Asks before writing8 Jaz Accounting tools

Audit customer and supplier master data

Checks Jaz Accounting contact records for duplicates, missing details and inconsistent names before they cause invoicing or payment errors. It proposes merges and edits and asks before changing anything.

Use it when

Before a period close, when the contact list has grown messy
When the same customer or supplier seems to appear more than once
When an invoice or payment went to the wrong contact record

Tools it uses

get_organization
get_my_context
list_contacts
search_contacts
get_contact
get_contact_signals
create_contact
update_contact

Example

Audit my customer and supplier list in Acme Pte Ltd for duplicates and missing bank details, and tell me what to fix before the month-end payment run.

I reviewed 214 of 214 contacts in Acme Pte Ltd. I found 6 duplicate pairs: 4 share a registration number and have open balances, so those are high impact, and 2 are name-only matches I've left as questions. 9 active suppliers have no remittance details, which will block the payment run. I haven't changed anything. Tell me which merges to approve.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect Jaz Accounting, updates them for you and removes them when you disconnect.

Download RevampKey

How Jaz Accounting skills work

Connect Jaz Accounting
The Jaz Accounting MCP server gives the agent its tools.
Ask in plain words
“In Acme Pte Ltd, which supplier bills should I pay this week, and is anything suspicious?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Jaz Accounting skills

In RevampKey the skills install themselves when you connect Jaz Accounting. In other tools each skill is one folder with a SKILL.md file, and you also need the Jaz Accounting MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Jaz Accounting. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “In Acme Pte Ltd, which supplier bills should I pay this week, and is anything suspicious?”
Download RevampKeyConnect Jaz Accounting · 1 click
Get RevampKey to connect Jaz Accounting
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Jaz Accounting is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials accounts-payable-bill-review chart-of-accounts-cleanup customer-and-supplier-master-data-audit; do curl -fsSL --create-dirs -o .claude/skills/jaz-accounting-$s/SKILL.md https://revampkey.com/marketplace/jaz-accounting/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Jaz Accounting MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials accounts-payable-bill-review chart-of-accounts-cleanup customer-and-supplier-master-data-audit; do
  curl -fsSL --create-dirs -o .claude/skills/jaz-accounting-$s/SKILL.md https://revampkey.com/marketplace/jaz-accounting/skills/$s/SKILL.md
done

Ask in plain language, for example “In Acme Pte Ltd, which supplier bills should I pay this week, and is anything suspicious?”

Into the shared .agents/skills folder

Connect the Jaz Accounting MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials accounts-payable-bill-review chart-of-accounts-cleanup customer-and-supplier-master-data-audit; do
  curl -fsSL --create-dirs -o .agents/skills/jaz-accounting-$s/SKILL.md https://revampkey.com/marketplace/jaz-accounting/skills/$s/SKILL.md
done

Ask in plain language, for example “In Acme Pte Ltd, which supplier bills should I pay this week, and is anything suspicious?”

Into the shared .agents/skills folder

Connect the Jaz Accounting MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials accounts-payable-bill-review chart-of-accounts-cleanup customer-and-supplier-master-data-audit; do
  curl -fsSL --create-dirs -o .agents/skills/jaz-accounting-$s/SKILL.md https://revampkey.com/marketplace/jaz-accounting/skills/$s/SKILL.md
done

Ask in plain language, for example “In Acme Pte Ltd, which supplier bills should I pay this week, and is anything suspicious?”

Into the shared .agents/skills folder

Connect the Jaz Accounting MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials accounts-payable-bill-review chart-of-accounts-cleanup customer-and-supplier-master-data-audit; do
  curl -fsSL --create-dirs -o .agents/skills/jaz-accounting-$s/SKILL.md https://revampkey.com/marketplace/jaz-accounting/skills/$s/SKILL.md
done

Ask in plain language, for example “In Acme Pte Ltd, which supplier bills should I pay this week, and is anything suspicious?”

RevampKey or copy the files?

In RevampKey

One click when you connect Jaz Accounting
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Jaz Accounting MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Jaz Accounting skills FAQ

What is a Jaz Accounting agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Jaz Accounting skill describes one job, which Jaz Accounting tools to use in which order, what to check first and when to stop and ask you.

Do the Jaz Accounting skills change anything on their own?

The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Jaz Accounting.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Jaz Accounting; elsewhere you copy the folders into your project or skills directory.

Do I need the Jaz Accounting MCP server too?

Yes. The skills tell the agent how to do the work; the Jaz Accounting MCP server gives it the tools to do it. The Jaz Accounting MCP setup guide covers every client.

Jaz Accounting MCP server setup · This page as Markdown

Put Jaz Accounting’s best workflows in your agent

Download RevampKey, connect Jaz Accounting and ask your first question in about a minute.

Download RevampKey Connect Jaz Accounting · 1 click

All 4 Jaz Accounting skills

Work in Jaz Accounting with AI, safely

Use it when

Tools it uses

Review supplier bills in Jaz Accounting

Use it when

Tools it uses

Clean up your chart of accounts with AI

Use it when

Tools it uses

Audit customer and supplier master data

Use it when

Tools it uses

Get all 4 without copying a file

How Jaz Accounting skills work

How to install Jaz Accounting skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Jaz Accounting skills FAQ

Put Jaz Accounting’s best workflows in your agent

Skills for related tools