← ClaudeAtlas

jaz-practicelisted

Use this skill whenever 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/<slug>/CLIENT.md and engagements/<slug>/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).
teamtinvio/jaz-ai · ★ 4 · AI & Automation · score 80
Install: claude install-skill teamtinvio/jaz-ai
# jaz-practice Practitioner-side scaffolding. The agent's entry point when an accountant is doing client work in Jaz. ## When to Use This Skill Load `jaz-practice` when the user's intent is practitioner-shaped — closing the books, filing GST/VAT, year-end statutory, onboarding a new client, mid-quarter review for a specific client. The skill's job is to LOAD CONTEXT (CLIENT.md + ENGAGEMENT.md) before routing the actual accounting work to `jaz-jobs` (close playbooks), `jaz-recipes` (IFRS recipes), `jaz-conversion` (data migration), or `jaz-api` (raw endpoints). Trigger phrases: "close the books for X", "file GST for Y", "onboard new client Z", "what's outstanding for Acme this month", "Acme — quarterly close", "year-end statutory for X". When in doubt: if the user names a client or an engagement-type ("monthly close", "GST", "year-end"), load this skill first. ## Mental model | Engineer (cct-toolkit) | Practitioner (jaz-practice) | |-------------------------|------------------------------| | Workspace = a feature being built | Workspace = a client being served | | Sub-folder = task category | Sub-folder = engagement type (recurring/special) | | FEATURE.md hub | CLIENT.md (master) + ENGAGEMENT.md (per-engagement) | | Decisions = architecture | Decisions = accounting treatment (estimate, classification, scope) | | Done = PR merged | Done = engagement signed-off, period locked, deliverable filed | The persistent unit is the **client**, not the project. Engineering features