jaz-clio 4.30.12 → 4.30.13

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package/README.md CHANGED
@@ -235,7 +235,7 @@ Every command supports `--json` for structured output — ideal for piping to ot
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  ## MCP Server
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- Expose all 207 CLI tools to AI coding and coworking agents via the Model Context Protocol (MCP). The server runs locally on your machine — no cloud, no ports. API calls go directly from your machine to the Jaz API.
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+ Expose all 210 CLI tools to AI coding and coworking agents via the Model Context Protocol (MCP). The server runs locally on your machine — no cloud, no ports. API calls go directly from your machine to the Jaz API.
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  **Claude Code:**
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@@ -1,6 +1,6 @@
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  ---
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  name: jaz-api
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- version: 4.30.12
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+ version: 4.30.13
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  description: Complete reference for the Jaz REST API — the accounting platform backend. Use this skill whenever building, modifying, debugging, or extending any code that calls the API — including API clients, integrations, data seeding, test data, or new endpoint work. Contains every field name, response shape, error, gotcha, and edge case discovered through live production testing.
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  license: MIT
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  compatibility: Requires Jaz API key (x-jk-api-key header). Works with Claude Code, Google Antigravity, OpenAI Codex, GitHub Copilot, Cursor, and any agent that reads markdown.
@@ -1,6 +1,6 @@
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  ---
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  name: jaz-conversion
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- version: 4.30.12
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+ version: 4.30.13
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  description: Accounting data conversion skill — migrates customer data from Xero, QuickBooks, Sage, MYOB, and Excel exports to Jaz. Covers config, quick, and full conversion workflows, Excel parsing, CoA/contact/tax/items mapping, clearing accounts, TTB, and TB verification.
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  ---
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@@ -1,6 +1,6 @@
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  ---
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  name: jaz-jobs
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- version: 4.30.12
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+ version: 4.30.13
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  description: 12 accounting jobs for SMB bookkeepers and accountants — month-end, quarter-end, and year-end close playbooks plus 9 ad-hoc operational jobs (bank recon, document collection, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, fixed asset review, statutory filing). Jobs can have paired tools as nested subcommands (e.g., `clio jobs bank-recon match`, `clio jobs document-collection ingest`, `clio jobs statutory-filing sg-cs`). Paired with an interactive CLI blueprint generator (clio jobs).
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  license: MIT
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  compatibility: Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown. For API payloads, load the jaz-api skill. For individual transaction patterns, load the jaz-recipes skill.
@@ -1,6 +1,6 @@
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  ---
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  name: jaz-recipes
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- version: 4.30.12
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+ version: 4.30.13
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  description: 16 IFRS-compliant recipes for complex multi-step accounting in Jaz — prepaid amortization, deferred revenue, loan schedules, IFRS 16 leases, hire purchase, fixed deposits, asset disposal, FX revaluation, ECL provisioning, IAS 37 provisions, dividends, intercompany, and capital WIP. Each recipe includes journal entries, capsule structure, and verification steps. Paired with 13 financial calculators that produce execution-ready blueprints with workings.
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  license: MIT
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  compatibility: Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown. For API payloads, load the jaz-api skill alongside this one.
@@ -26,9 +26,14 @@ export const TOOL_NAMESPACES = [
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  groups: ['journals'],
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  },
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  {
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- name: 'cashflows',
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- description: 'Cash-in receipts, cash-out disbursements, cash transfers between own accounts, petty cash. WHEN TO USE: external cash received → cash-in. External cash paid → cash-out. Moving funds between own accounts cash transfer.',
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- groups: ['cash_entries', 'cash_transfers'],
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+ name: 'cash_entries',
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+ description: 'Cash-in receipts and cash-out disbursements for external cash movements. WHEN TO USE: money received from customers/external → cash-in. Money paid to suppliers/external → cash-out. For internal account-to-account transfers, use cash_transfers namespace.',
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+ groups: ['cash_entries'],
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+ },
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+ {
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+ name: 'cash_transfers',
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+ description: 'Cash transfers between your own bank/cash accounts and cashflow transaction search. WHEN TO USE: moving funds between own accounts (main bank → petty cash, USD → SGD). For external receipts/payments, use cash_entries namespace.',
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+ groups: ['cash_transfers'],
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  },
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  // ── Banking ─────────────────────────────────────────────────
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  {
@@ -22,7 +22,7 @@ import { planRecipe, extractBlueprint } from '../recipe/plan.js';
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  import { executeRecipe } from '../recipe/engine.js';
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  import { resolveRecipeAccounts, resolveRecipeContact, resolveRecipeBankAccount } from '../intelligence/recipe-resolver.js';
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  import { getBankAccount, searchBankRecords } from '../api/bank.js';
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- import { searchCashflowTransactions } from '../api/cashflow.js';
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+ import { deleteCashflowJournal, searchCashflowTransactions } from '../api/cashflow.js';
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  import { listBookmarks, getBookmark, createBookmarks, updateBookmark } from '../api/bookmarks.js';
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  import { listOrgUsers, searchOrgUsers, inviteOrgUser, updateOrgUser, removeOrgUser } from '../api/org-users.js';
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  import { listPayments, searchPayments } from '../api/payments.js';
@@ -1961,6 +1961,9 @@ WHEN NOT TO USE: receiving money from external parties (use create_cash_in) or p
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  return createCashTransfer(ctx.client, data);
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  },
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  },
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+ deleteTool('delete_cash_in', 'Delete (void) a cash-in entry. Uses parentEntityResourceId from create response.', 'cash_entries', (client, id) => deleteCashflowJournal(client, id)),
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+ deleteTool('delete_cash_out', 'Delete (void) a cash-out entry. Uses parentEntityResourceId from create response.', 'cash_entries', (client, id) => deleteCashflowJournal(client, id)),
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+ deleteTool('delete_cash_transfer', 'Delete (void) a cash transfer. Uses parentEntityResourceId from create response.', 'cash_transfers', (client, id) => deleteCashflowJournal(client, id)),
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  // ── Scheduled Transactions ─────────────────────────────────────
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  listTool('list_scheduled_invoices', 'List scheduled (recurring) invoices. Paginated.', 'schedulers', (client, off, lim) => listScheduledInvoices(client, { limit: lim, offset: off })),
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  listTool('list_scheduled_bills', 'List scheduled (recurring) bills. Paginated.', 'schedulers', (client, off, lim) => listScheduledBills(client, { limit: lim, offset: off })),
@@ -3361,10 +3364,10 @@ Use for: software licenses, retainer services, recurring SaaS billing. Invoices
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  },
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  {
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  name: 'update_subscription',
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- description: 'Update an existing subscription (interval, end date, or transaction template).',
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+ description: 'Update an existing subscription (interval, end date, or transaction template). NOTE: accountResourceId and taxProfileResourceId on line items are immutable after creation — to change them, cancel and recreate.',
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  params: {
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  resourceId: { type: 'string', description: 'Subscription resourceId' },
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- interval: { type: 'string', enum: ['WEEKLY', 'MONTHLY', 'YEARLY'] },
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+ interval: { type: 'string', enum: ['WEEKLY', 'MONTHLY', 'QUARTERLY', 'YEARLY'] },
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  endDate: { type: 'string', description: 'New end date (YYYY-MM-DD)' },
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  data: { type: 'object', description: 'Updated transaction template' },
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  },
@@ -3384,6 +3387,7 @@ Use for: software licenses, retainer services, recurring SaaS billing. Invoices
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  resourceId: { type: 'string', description: 'Subscription resourceId' },
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  cancelDateType: { type: 'string', enum: ['END_OF_CURRENT_PERIOD', 'END_OF_LAST_PERIOD', 'CUSTOM_DATE'], description: 'When to end (default: END_OF_CURRENT_PERIOD)' },
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  endDate: { type: 'string', description: 'Custom cancel date YYYY-MM-DD (only with CUSTOM_DATE)' },
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+ proratedAdjustmentLineText: { type: 'string', description: 'Label for proration line item (default: "Prorated adjustment")' },
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  },
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  required: ['resourceId'],
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  group: 'subscriptions',
@@ -3391,6 +3395,7 @@ Use for: software licenses, retainer services, recurring SaaS billing. Invoices
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  execute: async (ctx, input) => cancelSubscription(ctx.client, input.resourceId, {
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  cancelDateType: input.cancelDateType,
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  endDate: input.endDate,
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+ proratedAdjustmentLineText: input.proratedAdjustmentLineText,
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  }),
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  },
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  {
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "jaz-clio",
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- "version": "4.30.12",
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+ "version": "4.30.13",
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  "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
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  "type": "module",
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  "bin": {