Jaz Accounting MCP Server

Jaz AI is the official agent stack for Jaz, a cloud accounting platform built for AI assistants to automate financial operations. The MCP server exposes 274 tools covering every Jaz API endpoint, plus 6 packaged skills, 16 IFRS recipes, 13 offline calculators, and 12 period-close playbooks. It targets accountants, finance teams, and practitioners who want to run ledgers, period closes, reconciliations, and IFRS reporting through agents like Claude, GPT, Gemini, Copilot, and Cursor.

Notably, the server uses 3 meta-tools (search_tools, describe_tools, execute_tool) with deferred discovery to keep token usage low (~600 tokens vs ~78KB if all 274 tools were loaded). It supports multi-org operation via comma-separated API keys, ships a structured-search DSL for natural queries, and returns structured 422 errors so LLMs can self-correct. The package is distributed via the jaz-clio npm CLI and runs entirely locally with no telemetry.

The repo also includes migration playbooks for Xero, QuickBooks, Sage, MYOB, and Excel, plus offline calculators (loan, depreciation, lease, ECL, FX-reval, provisions, leave accrual, dividend, etc.) that work without an API key. It is MIT licensed and maintained by Tinvio, the company behind Jaz.

Tools

Prerequisites

• Node.js v18+
• A Jaz account and API key (Settings > API in the Jaz app, format jk-...)
• An MCP-compatible client (Claude Desktop, Claude Code, Cursor, Windsurf, VS Code/Copilot, Gemini CLI, OpenAI SDK)

Install (Claude Desktop, Cursor, Windsurf, OpenAI SDK)

Add the following stdio MCP config to your client's MCP settings file:

{
  "mcpServers": {
    "jaz": {
      "command": "npx",
      "args": ["-y", "jaz-clio@5.4.38", "mcp"],
      "env": { "JAZ_API_KEY": "jk-your-api-key" }
    }
  }
}

Install (VS Code / Copilot)

Create .vscode/mcp.json:

{
  "servers": {
    "jaz": {
      "command": "npx",
      "args": ["-y", "jaz-clio@5.4.38", "mcp"],
      "env": { "JAZ_API_KEY": "jk-your-api-key" }
    }
  }
}

Install (Claude Code)

/plugin marketplace add teamtinvio/jaz-ai

Install (Gemini CLI)

gemini extensions install https://github.com/teamtinvio/jaz-ai

CLI / skills only

npm install -g jaz-clio
clio auth add jk-your-api-key
# or skills only, no global install
npx jaz-clio init

Multi-org

Pass comma-separated keys for cross-org tools:

"env": { "JAZ_API_KEY": "jk-aaa,jk-bbb" }

Personal access tokens (pat_...) are also supported. Credentials are cached locally at ~/.config/jaz-clio/credentials.json. Offline calculators and job blueprints run without an API key.

• Run month-end, quarter-end, or year-end close playbooks (bank reconciliation, GST/VAT, supplier recon, audit prep) from an AI agent
• Generate IFRS-compliant journals for complex events: lease accounting, ECL, FX revaluation, asset disposal, deferred revenue
• Migrate ledgers from Xero, QuickBooks, Sage, MYOB, or Excel into Jaz using the jaz-conversion skill
• Manage invoices, bills, contacts, and reports across multiple Jaz organizations from a single agent session
• Run offline financial calculators (loan amortization, depreciation, leave accrual, dividend) without an API key

• "Run the month-end close playbook for org Acme Pte Ltd for period 2026-04 and flag any unreconciled bank items."
• "Create a recurring invoice in Jaz for client #1234 at $2,500/month and email it on the 1st of each month."
• "Calculate the IFRS 16 right-of-use asset and lease liability for a 5-year office lease at $10k/month, 6% discount rate."
• "Migrate my Xero trial balance and chart of accounts into Jaz, mapping account codes to Jaz defaults."
• "List all overdue bills across my three Jaz orgs and draft a payment run for next Tuesday."

• Official server maintained by Tinvio, the company behind Jaz
• Broad coverage: 274 tools spanning every Jaz API endpoint, plus IFRS recipes and close playbooks
• Token-efficient: 3 meta-tools with deferred discovery avoid loading the full 274-tool schema into context
• Runs locally with no telemetry; API key stored on disk only

• Only useful if you are (or are migrating to) a Jaz customer
• No hosted HTTP endpoint published yet, so OpenAI Responses API integration is limited
• MCP server caches credentials at startup, so clio auth switch requires a restart for org changes

• Zoho Books MCP for AI-powered accounting on the Zoho stack
• mcp-server-ledger for plain-text double-entry accounting via Ledger CLI
• QuickBooks and Xero community MCP servers for those platforms (no official servers as of this writing)