Q1. What is Agent Suite?

Agent Suite is where you set up and manage the agents that work in your organization. It covers where agents connect, what they can do in Jaz, and how you review their decisions.
Agent Suite contains:
- Overview: how agents connect to Jaz, what they can do, and how you control them.
- Agent Stack: build your own agents, or connect Jaz to the AI tools you already use.
- Email Agent: work with your agents from your inbox.
- Judgements: review the decisions your agents made and why.
- Memories: set the instructions and preferences your agents follow across tasks.

Q2. Who can use Agent Suite?

Agents are grouped by who builds them:
- Your Agents: agents you build or connect through Agent Stack, including Claude, ChatGPT, Copilot, and command-line tools.
- Jaz Agents: agents built into Jaz, including the Email Agent and Clio chat.
This grouping is also used to filter records in Judgements.

Go to Agent Suite → Overview → Interfaces. Agents can work with Jaz from four places:
- MCP and command-line tools on your device: connect Jaz to Claude Code, Codex, Cursor, VS Code, and other command-line tools to build your own agents and workflows.
- AI tools you already use: connect ChatGPT, Claude, Cowork, Copilot, and other compatible AI tools. You select the organizations and permissions to control access.
- Your email inbox: send requests, forward documents, receive updates, complete accounting tasks, and pull reports by email.
- Clio chat in Jaz: ask questions, manage transactions, prepare adjustments, and review accounts in natural language.

Your agents can complete jobs, perform calculations, and handle accounting work across Jaz.
Jobs are sequences of steps an agent works through from preparation to completion:
- Month-End Close
- Quarter-End Close
- Year-End Close
- Bank Reconciliation
- VAT and VAT Filing
- Payment Run
- Credit Control
- Supplier Reconciliation
- Audit Preparation
- Fixed-Asset Review
- Collection Documents
- Statutory Filing
Calculations it can do for you:
- Loan
- Lease
- Depreciation
- Prepaid Expense
- Deferred Revenue
- FX Revaluation
- Expected Credit Loss
- Provision
- Fixed Deposit
- Asset Disposal
- Accrued Expense
- Leave Accrual
- Dividend
Agents can handle all possible modules inside Jaz:
- Uploads
- Sales
- Purchases
- Orders
- Accounting
- Bank Reconciliation
- Payments
- Fixed Assets
- Employee Claims
- Inventory
- Reports

Go to Agent Suite → Agent Stack → Build Agents. One install gives your agent access to Jaz data, actions, and workflows:
1. Install Jaz CLI/MCP. Click Open GitHub and share the link with your agent to install.
2. Connect your agent. Use Jaz with Claude Code, Codex, Cursor, VS Code, and other compatible tools.
3. Start building. Create agents and tools that work with Jaz as part of your stack.

Click Manage API Keys on the same page to issue and manage the keys your agent uses.

Go to Agent Suite → Agent Stack → Connect Agents, then click Connect via Link. You can also click Download the file to configure the connection manually.
1. Choose an organization. Select the organizations you want to connect.
2. Approve the connection. Review the access you are granting, then approve it in your tool.
3. Start working with Juan. Ask questions, review records, and work with Jaz from your tool.
Connected tools appear in Agent Suite as Your Agents.

The Email Agent lets you work with your agents from your inbox. Send requests, forward documents, receive updates, complete accounting tasks, and pull reports by email. See Email Agent.

Clio is the chat agent built into Jaz. Use it to ask questions, manage transactions, prepare adjustments, and review accounts in natural language. Clio is always available in Jaz.

Judgements are the decisions your agents made while working on your records, along with the reason for each decision and the action that followed.
Each judgement is assigned a tier based on its impact:
- Critical: affects reported figures. Example: voided an invoice that had been entered twice, because the same invoice number was already posted and leaving both would overstate revenue and receivables.
- Medium: affects classification. Example: reclassified a supplier bill from Miscellaneous to Office Supplies, because the lines are stationery and printer ink.
- Low: housekeeping with no accounting impact. Example: deactivated 4 unused accounts that were not in the client's chart, which is fully reversible.

Go to Agent Suite → Judgements. You can also open them from Agent Suite → Overview → Controls → Judgements and click Manage.
- Use the Your Agents and Jaz Agents tabs to switch between agents you connected and agents built into Jaz.
- Filter by All, Pinned, Flagged, Endorsed, or Rejected.
- Search to find a specific judgement.
- Each row shows the Date, Judgment, Records affected, Kind, and Tier.
Judgements appear here as agents work on your records. If no agent has acted yet, the list is empty.

Memories are the instructions, preferences, and knowledge your agents remember across tasks. Use them to keep agent behaviour consistent without repeating the same instruction each time.
There are two types:
- Rules that always apply: instructions your agents follow on every task.
  - Examples: "Create drafts for review before posting any changes", "Never adjust lock dates to post entries without approval", "Use USD as the currency unless I say otherwise".
- Rules for specific cases: instructions your agents follow only when a condition is met.
  - Examples: "When a transaction matches this bank description, use the Marketplace Fees bank rule", "When the cash-in is Uber, classify commission charges separately from the transaction", "Anything from Apple or Muji goes to Office Expenses".

Go to Agent Suite → Memories. You can also open them from Agent Suite → Overview → Controls → Memories and click Manage.
- Use the Active and Inactive tabs to control which rules your agents currently follow.
- Search memories to find a specific rule.
- Each row shows the Action, Category, Scope, and Match Condition.
Note: Setting a memory to Inactive stops agents from applying it without deleting the rule.

Agent behaviour depends on the memories you set. Add a rule under Rules that always apply, such as "Create drafts for review before posting any changes", to require your review before anything is posted.