jaz-clio 4.30.2 → 4.30.6

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.30.2
+version: 4.30.6
 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.
 license: MIT
 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.
@@ -238,6 +238,9 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 ### Fixed Assets
 91. **Fixed asset search does NOT support `createdAt` sort** — Valid sort fields: `resourceId`, `name`, `purchaseDate`, `typeName`, `purchaseAmount`, `bookValueNetBookValueAmount`, `depreciationMethod`, `status`. Using `createdAt` returns 422. Default to `purchaseDate` DESC.
 92. **Fixed asset disposal/sale/transfer use different endpoint patterns** — Discard: `POST /discard-fixed-assets/:id` (body includes `resourceId` + dates). Mark sold: `POST /mark-as-sold/fixed-assets` (body-only, no path param). Transfer: `POST /transfer-fixed-assets` (body-only). Undo: `POST /undo-disposal/fixed-assets/:id`.
+92a. **Two ways to create fixed assets** — (1) **Register** (`POST /fixed-assets`): links to an existing purchase bill or journal. ACTIVE assets require `purchaseBusinessTransactionType` (`PURCHASE` or `JOURNAL_MANUAL`) and `purchaseBusinessTransactionResourceId`. Draft assets skip this validation. (2) **Transfer** (`POST /transfer-fixed-assets`): standalone asset entry, no linked transaction needed.
+92b. **`saveAsDraft` defaults to `true`** — To create an ACTIVE fixed asset, pass `saveAsDraft: false` with ALL required fields: `name`, `category`, `typeCode`, `purchaseAmount`, `purchaseDate`, `purchaseAssetAccountResourceId`, `depreciationMethod`, `effectiveLife`, and for `STRAIGHT_LINE`: `depreciationStartDate`, `accumulatedDepreciationAccountResourceId`, `depreciationExpenseAccountResourceId`. Omitting any returns 422.
+92c. **Valid enums** — `depreciationMethod`: `STRAIGHT_LINE`, `NO_DEPRECIATION`. `category`: `TANGIBLE`, `INTANGIBLE`. Optional string fields (`purchaseBusinessTransactionResourceId`, `accumulatedDepreciationAccountResourceId`, `capsuleResourceId`) can be safely omitted — the API ignores empty values.
 
 ### Subscriptions & Scheduled Transactions
 93. **Subscription endpoints are under `/scheduled/subscriptions`** — List, GET, POST, PUT, DELETE all at `/api/v1/scheduled/subscriptions[/:id]`. Cancel is at `/api/v1/scheduled/cancel-subscriptions/:id` (different path pattern).

package/assets/skills/api/references/endpoints.md

@@ -1571,22 +1571,27 @@ POST /api/v1/fixed-assets
 ```json
 {
   "name": "Office Laptop - MacBook Pro",
+  "purchaseAmount": 3500.00,
   "purchaseDate": "2026-01-15",
-  "purchaseCost": 3500.00,
-  "depreciationMethod": "STRAIGHT_LINE",
-  "usefulLifeMonths": 36,
   "depreciationStartDate": "2026-01-15",
-  "assetAccountResourceId": "fixed-asset-coa-uuid",
-  "depreciationAccountResourceId": "depreciation-coa-uuid",
-  "expenseAccountResourceId": "expense-coa-uuid",
-  "currencyCode": "SGD"
+  "purchaseAssetAccountResourceId": "fixed-asset-coa-uuid",
+  "depreciationMethod": "STRAIGHT_LINE",
+  "effectiveLife": 36,
+  "depreciableValueResidualAmount": 0,
+  "depreciationExpenseAccountResourceId": "depreciation-expense-coa-uuid",
+  "accumulatedDepreciationAccountResourceId": "accumulated-depreciation-coa-uuid",
+  "saveAsDraft": true
 }
 ```
 
-- `depreciationMethod`: `"STRAIGHT_LINE"` (uppercase)
-- `usefulLifeMonths`: Integer
-- `depreciationStartDate`: YYYY-MM-DD format (required — omitting causes "Invalid Depreciation date format" error). Typically same as `purchaseDate`.
-- All three account fields must reference valid CoA entries
+- `purchaseDate` and `depreciationStartDate`: YYYY-MM-DD (both required — omitting returns 422)
+- `purchaseAmount`: Purchase cost (required)
+- `purchaseAssetAccountResourceId`: Asset account (required)
+- `depreciationMethod`: `"STRAIGHT_LINE"` or `"NO_DEPRECIATION"`
+- `effectiveLife`: Integer (months)
+- `category`: `"TANGIBLE"` or `"INTANGIBLE"`
+- `saveAsDraft`: Defaults to `true`. Set `false` to activate — requires `purchaseBusinessTransactionType` (`PURCHASE`/`JOURNAL_MANUAL`) + `purchaseBusinessTransactionResourceId`
+- Optional string fields (`purchaseBusinessTransactionResourceId`, `capsuleResourceId`) can be safely omitted for drafts
 
 ### Response
 ```json

package/assets/skills/api/references/full-api-surface.md

@@ -426,7 +426,7 @@
 ### Fixed Assets
 | Method | Path | Description |
 |--------|------|-------------|
-| POST | `/fixed-assets` | Create (**known 500 bug**) |
+| POST | `/fixed-assets` | Create (requires `purchaseDate` + `depreciationStartDate`) |
 | GET | `/fixed-assets` | List |
 | GET | `/fixed-assets/:resourceId` | Get by ID |
 | POST | `/fixed-assets/search` | Search |

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 4.30.2
+version: 4.30.6
 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.
 ---
 

package/assets/skills/jobs/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-jobs
-version: 4.30.2
+version: 4.30.6
 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).
 license: MIT
 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.

package/assets/skills/transaction-recipes/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 4.30.2
+version: 4.30.6
 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.
 license: MIT
 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.

package/dist/commands/bank-rules.js

@@ -63,16 +63,37 @@ export function registerBankRulesCommand(program) {
     })(opts));
     cmd
         .command('create')
-        .description('Create a bank rule')
-        .option('--input <file>', 'Read request body from JSON file')
+        .description('Create a bank reconciliation rule')
+        .option('--name <name>', 'Rule name (required)')
+        .option('--action-type <type>', 'Action type, e.g. RECONCILE_WITH_DIRECT_CASH_ENTRY (required)')
+        .option('--account <resourceId>', 'Bank account resourceId this rule applies to (required)')
+        .option('--config <json>', 'Rule configuration as JSON (allocation type, accounts, percentages, tax)')
+        .option('--input <file>', 'Read full request body from JSON file (overrides flags)')
         .option('--api-key <key>', 'API key')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'JSON output')
         .action(apiAction(async (client, opts) => {
-        const body = readBodyInput(opts);
+        let body = readBodyInput(opts);
         if (!body) {
-            console.error(chalk.red('Use --input <file> to provide rule configuration.'));
-            process.exit(1);
+            if (!opts.name || !opts.actionType || !opts.account) {
+                console.error(chalk.red('Required: --name, --action-type, --account'));
+                console.error(chalk.dim('Or use --input <file> to provide full JSON body.'));
+                process.exit(1);
+            }
+            body = {
+                name: opts.name,
+                actionType: opts.actionType,
+                appliesToReconciliationAccountResourceId: opts.account,
+            };
+            if (opts.config) {
+                try {
+                    body.configuration = JSON.parse(opts.config);
+                }
+                catch {
+                    console.error(chalk.red('Invalid --config JSON'));
+                    process.exit(1);
+                }
+            }
         }
         // eslint-disable-next-line @typescript-eslint/no-explicit-any
         const res = await createBankRule(client, body);
@@ -87,7 +108,8 @@ export function registerBankRulesCommand(program) {
         .command('update <resourceId>')
         .description('Update a bank rule')
         .option('--name <name>', 'New name')
-        .option('--input <file>', 'Read full update body from JSON file')
+        .option('--config <json>', 'Updated configuration as JSON')
+        .option('--input <file>', 'Read full update body from JSON file (overrides flags)')
         .option('--api-key <key>', 'API key')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--json', 'JSON output')
@@ -101,6 +123,15 @@ export function registerBankRulesCommand(program) {
             data = {};
             if (opts.name !== undefined)
                 data.name = opts.name;
+            if (opts.config) {
+                try {
+                    data.configuration = JSON.parse(opts.config);
+                }
+                catch {
+                    console.error(chalk.red('Invalid --config JSON'));
+                    process.exit(1);
+                }
+            }
         }
         const res = await updateBankRule(client, resourceId, data);
         if (opts.json) {

package/dist/commands/bills.js

@@ -374,7 +374,7 @@ export function registerBillsCommand(program) {
                 let attachmentCount = 0;
                 try {
                     const attRes = await listAttachments(client, 'bills', b.resourceId);
-                    attachmentCount = Array.isArray(attRes.data) ? attRes.data.length : 0;
+                    attachmentCount = attRes.data.length;
                 }
                 catch {
                     // Attachment listing may fail for some bills — don't block the report
@@ -558,7 +558,7 @@ export function registerBillsCommand(program) {
         const billRes = await getBill(client, resourceId);
         const bill = billRes.data;
         const attRes = await listAttachments(client, 'bills', resourceId);
-        const attachments = Array.isArray(attRes.data) ? attRes.data : [];
+        const attachments = attRes.data;
         if (opts.json) {
             console.log(JSON.stringify({
                 billResourceId: resourceId,

package/dist/commands/customer-credit-notes.js

@@ -345,7 +345,7 @@ export function registerCustomerCreditNotesCommand(program) {
                 let attachmentCount = 0;
                 try {
                     const attRes = await listAttachments(client, 'customer-credit-notes', cn.resourceId);
-                    attachmentCount = Array.isArray(attRes.data) ? attRes.data.length : 0;
+                    attachmentCount = attRes.data.length;
                 }
                 catch { /* Attachment listing may fail — don't block the report */ }
                 return buildDraftReport(cn, CREDIT_NOTE_REQUIRED_FIELDS, attachmentCount);
@@ -496,7 +496,7 @@ export function registerCustomerCreditNotesCommand(program) {
         const cnRes = await getCustomerCreditNote(client, resourceId);
         const cn = cnRes.data;
         const attRes = await listAttachments(client, 'customer-credit-notes', resourceId);
-        const attachments = Array.isArray(attRes.data) ? attRes.data : [];
+        const attachments = attRes.data;
         if (opts.json) {
             console.log(JSON.stringify({ creditNoteResourceId: resourceId, creditNoteReference: cn.reference || null, attachments }, null, 2));
         }

package/dist/commands/fixed-assets.js

@@ -1,7 +1,7 @@
 import chalk from 'chalk';
 import { listFixedAssets, getFixedAsset, searchFixedAssets, createFixedAsset, updateFixedAsset, deleteFixedAsset, discardFixedAsset, markFixedAssetSold, transferFixedAsset, undoFixedAssetDisposal, } from '../core/api/fixed-assets.js';
 import { apiAction } from './api-action.js';
-import { parsePositiveInt, parseNonNegativeInt, readBodyInput, parseCustomFields } from './parsers.js';
+import { parsePositiveInt, parseNonNegativeInt, parseMoney, readBodyInput, parseCustomFields } from './parsers.js';
 import { paginatedFetch } from './pagination.js';
 import { outputList } from './output.js';
 import { formatId, formatCurrency } from './format-helpers.js';
@@ -84,16 +84,69 @@ export function registerFixedAssetsCommand(program) {
     cmd
         .command('create')
         .description('Register a new fixed asset')
-        .option('--input <file>', 'Read request body from JSON file')
-        .option('--custom-fields <json>', 'Custom field values as JSON array: [{\"customFieldName\":\"PO Number\",\"actualValue\":\"PO-123\"}]')
+        .option('--name <name>', 'Asset name (required)')
+        .option('--type <typeName>', 'Asset type (e.g., "Buildings", "Vehicles", "Furniture")')
+        .option('--category <cat>', 'TANGIBLE or INTANGIBLE')
+        .option('--amount <n>', 'Purchase cost (required)', parseMoney)
+        .option('--date <YYYY-MM-DD>', 'Purchase date (required)')
+        .option('--depreciation-start <YYYY-MM-DD>', 'Depreciation start date (required)')
+        .option('--asset-account <id>', 'Asset account resourceId (required)')
+        .option('--depreciation-method <method>', 'STRAIGHT_LINE or NO_DEPRECIATION')
+        .option('--effective-life <months>', 'Effective life in months', parsePositiveInt)
+        .option('--residual <n>', 'Residual/salvage value', parseMoney)
+        .option('--depreciation-expense-account <id>', 'Depreciation expense account resourceId')
+        .option('--accumulated-depreciation-account <id>', 'Accumulated depreciation account resourceId')
+        .option('--purchase-bt-type <type>', 'Linked purchase BT type: PURCHASE (bill) or JOURNAL_MANUAL')
+        .option('--purchase-bt-id <id>', 'Linked purchase BT resourceId (required for ACTIVE assets)')
+        .option('--notes <text>', 'Internal notes')
+        .option('--draft', 'Save as draft (default: true)')
+        .option('--finalize', 'Activate immediately (saveAsDraft: false)')
+        .option('--tag <name>', 'Tag name')
+        .option('--custom-fields <json>', 'Custom field values as JSON array')
+        .option('--input <file>', 'Read full request body from JSON file (overrides flags)')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--api-key <key>', 'API key')
         .option('--json', 'JSON output')
         .action(apiAction(async (client, opts) => {
-        const body = readBodyInput(opts);
+        let body = readBodyInput(opts);
         if (!body) {
-            console.error(chalk.red('Use --input <file> to provide asset data.'));
-            process.exit(1);
+            // Build body from flags
+            if (!opts.name || opts.amount === undefined || !opts.date || !opts.assetAccount || !opts.depreciationStart) {
+                console.error(chalk.red('Required: --name, --amount, --date, --depreciation-start, --asset-account'));
+                console.error(chalk.dim('Or use --input <file> to provide full JSON body.'));
+                process.exit(1);
+            }
+            body = {
+                name: opts.name,
+                purchaseAmount: opts.amount,
+                purchaseDate: opts.date,
+                depreciationStartDate: opts.depreciationStart,
+                purchaseAssetAccountResourceId: opts.assetAccount,
+            };
+            if (opts.type)
+                body.typeName = opts.type;
+            if (opts.category)
+                body.category = opts.category;
+            if (opts.depreciationMethod)
+                body.depreciationMethod = opts.depreciationMethod;
+            if (opts.effectiveLife)
+                body.effectiveLife = opts.effectiveLife;
+            if (opts.residual !== undefined)
+                body.depreciableValueResidualAmount = opts.residual;
+            if (opts.depreciationExpenseAccount)
+                body.depreciationExpenseAccountResourceId = opts.depreciationExpenseAccount;
+            if (opts.accumulatedDepreciationAccount)
+                body.accumulatedDepreciationAccountResourceId = opts.accumulatedDepreciationAccount;
+            if (opts.purchaseBtType)
+                body.purchaseBusinessTransactionType = opts.purchaseBtType;
+            if (opts.purchaseBtId)
+                body.purchaseBusinessTransactionResourceId = opts.purchaseBtId;
+            if (opts.notes)
+                body.internalNotes = opts.notes;
+            if (opts.tag)
+                body.tags = [opts.tag];
+            if (opts.finalize)
+                body.saveAsDraft = false;
         }
         if (opts.customFields)
             body.customFields = parseCustomFields(opts.customFields);
@@ -124,8 +177,12 @@ export function registerFixedAssetsCommand(program) {
         .command('update <resourceId>')
         .description('Update a fixed asset')
         .option('--name <name>', 'New name')
+        .option('--notes <text>', 'Internal notes')
+        .option('--depreciation-method <method>', 'STRAIGHT_LINE or NO_DEPRECIATION')
+        .option('--effective-life <months>', 'Effective life in months', parsePositiveInt)
+        .option('--tag <name>', 'Tag name')
         .option('--custom-fields <json>', 'Custom field values as JSON array')
-        .option('--input <file>', 'Read full update body from JSON file')
+        .option('--input <file>', 'Read full update body from JSON file (overrides flags)')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--api-key <key>', 'API key')
         .option('--json', 'JSON output')
@@ -139,9 +196,17 @@ export function registerFixedAssetsCommand(program) {
             data = {};
             if (opts.name !== undefined)
                 data.name = opts.name;
-            if (opts.customFields)
-                data.customFields = parseCustomFields(opts.customFields);
+            if (opts.notes !== undefined)
+                data.internalNotes = opts.notes;
+            if (opts.depreciationMethod)
+                data.depreciationMethod = opts.depreciationMethod;
+            if (opts.effectiveLife)
+                data.effectiveLife = opts.effectiveLife;
+            if (opts.tag)
+                data.tags = [opts.tag];
         }
+        if (opts.customFields)
+            data.customFields = parseCustomFields(opts.customFields);
         const res = await updateFixedAsset(client, resourceId, data);
         if (opts.json) {
             console.log(JSON.stringify(res.data, null, 2));
@@ -191,16 +256,30 @@ export function registerFixedAssetsCommand(program) {
     }));
     cmd
         .command('transfer')
-        .description('Transfer a fixed asset')
-        .option('--input <file>', 'Read transfer body from JSON file')
+        .description('Transfer a fixed asset to a different type/account')
+        .option('--id <resourceId>', 'Source fixed asset resourceId (required)')
+        .option('--name <name>', 'New asset name')
+        .option('--type <typeName>', 'New asset type')
+        .option('--asset-account <id>', 'New asset account resourceId')
+        .option('--input <file>', 'Read full transfer body from JSON file (overrides flags)')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--api-key <key>', 'API key')
         .option('--json', 'JSON output')
         .action(apiAction(async (client, opts) => {
-        const body = readBodyInput(opts);
+        let body = readBodyInput(opts);
         if (!body) {
-            console.error(chalk.red('Use --input <file> to provide transfer data.'));
-            process.exit(1);
+            if (!opts.id) {
+                console.error(chalk.red('Required: --id <resourceId>'));
+                console.error(chalk.dim('Or use --input <file> to provide full JSON body.'));
+                process.exit(1);
+            }
+            body = { resourceId: opts.id };
+            if (opts.name)
+                body.name = opts.name;
+            if (opts.type)
+                body.typeName = opts.type;
+            if (opts.assetAccount)
+                body.purchaseAssetAccountResourceId = opts.assetAccount;
         }
         const res = await transferFixedAsset(client, body);
         if (opts.json) {

package/dist/commands/invoices.js

@@ -387,7 +387,7 @@ export function registerInvoicesCommand(program) {
                 let attachmentCount = 0;
                 try {
                     const attRes = await listAttachments(client, 'invoices', inv.resourceId);
-                    attachmentCount = Array.isArray(attRes.data) ? attRes.data.length : 0;
+                    attachmentCount = attRes.data.length;
                 }
                 catch { /* Attachment listing may fail — don't block the report */ }
                 return buildDraftReport(inv, INVOICE_REQUIRED_FIELDS, attachmentCount);
@@ -539,7 +539,7 @@ export function registerInvoicesCommand(program) {
         const invRes = await getInvoice(client, resourceId);
         const inv = invRes.data;
         const attRes = await listAttachments(client, 'invoices', resourceId);
-        const attachments = Array.isArray(attRes.data) ? attRes.data : [];
+        const attachments = attRes.data;
         if (opts.json) {
             console.log(JSON.stringify({ invoiceResourceId: resourceId, invoiceReference: inv.reference || null, attachments }, null, 2));
         }

package/dist/commands/journals.js

@@ -242,7 +242,7 @@ export function registerJournalsCommand(program) {
                 let attachmentCount = 0;
                 try {
                     const attRes = await listAttachments(client, 'journals', j.resourceId);
-                    attachmentCount = Array.isArray(attRes.data) ? attRes.data.length : 0;
+                    attachmentCount = attRes.data.length;
                 }
                 catch { /* Attachment listing may fail — don't block the report */ }
                 return buildDraftReport(j, JOURNAL_REQUIRED_FIELDS, attachmentCount, 'journalEntries');
@@ -377,7 +377,7 @@ export function registerJournalsCommand(program) {
         const journalRes = await getJournal(client, resourceId);
         const journal = journalRes.data;
         const attRes = await listAttachments(client, 'journals', resourceId);
-        const attachments = Array.isArray(attRes.data) ? attRes.data : [];
+        const attachments = attRes.data;
         if (opts.json) {
             console.log(JSON.stringify({ journalResourceId: resourceId, journalReference: journal.reference || null, attachments }, null, 2));
         }

package/dist/commands/subscriptions.js

@@ -1,7 +1,7 @@
 import chalk from 'chalk';
 import { listSubscriptions, getSubscription, createSubscription, updateSubscription, deleteSubscription, cancelSubscription, searchScheduledTransactions, } from '../core/api/subscriptions.js';
 import { apiAction } from './api-action.js';
-import { parsePositiveInt, parseNonNegativeInt, readBodyInput } from './parsers.js';
+import { parsePositiveInt, parseNonNegativeInt, parseMoney, readBodyInput } from './parsers.js';
 import { paginatedFetch } from './pagination.js';
 import { outputList } from './output.js';
 import { formatId } from './format-helpers.js';
@@ -56,16 +56,59 @@ export function registerSubscriptionsCommand(program) {
     })(opts));
     cmd
         .command('create')
-        .description('Create a subscription')
-        .option('--input <file>', 'Read request body from JSON file')
+        .description('Create a recurring subscription')
+        .option('--type <type>', 'SALE (invoice) or PURCHASE (bill) (required)')
+        .option('--interval <interval>', 'WEEKLY, MONTHLY, or YEARLY (required)')
+        .option('--start-date <YYYY-MM-DD>', 'Start date (required)')
+        .option('--end-date <YYYY-MM-DD>', 'End date (optional, omit for ongoing)')
+        .option('--contact <resourceId>', 'Contact resourceId (required)')
+        .option('--ref <reference>', 'Reference / invoice number')
+        .option('--date <YYYY-MM-DD>', 'Transaction value date')
+        .option('--due <YYYY-MM-DD>', 'Due date')
+        .option('--lines <json>', 'Line items as JSON array')
+        .option('--amount <n>', 'Single line item amount (shorthand)', parseMoney)
+        .option('--account <resourceId>', 'Line item account resourceId (used with --amount)')
+        .option('--line-name <name>', 'Line item name (used with --amount)')
+        .option('--input <file>', 'Read full request body from JSON file (overrides flags)')
         .option('--format <type>', 'Output format: table, json, csv, yaml')
         .option('--api-key <key>', 'API key')
         .option('--json', 'JSON output')
         .action(apiAction(async (client, opts) => {
-        const body = readBodyInput(opts);
+        let body = readBodyInput(opts);
         if (!body) {
-            console.error(chalk.red('Use --input <file> to provide subscription data.'));
-            process.exit(1);
+            if (!opts.type || !opts.interval || !opts.startDate) {
+                console.error(chalk.red('Required: --type, --interval, --start-date'));
+                console.error(chalk.dim('Or use --input <file> to provide full JSON body.'));
+                process.exit(1);
+            }
+            // Build line items from --lines or --amount shorthand
+            let lineItems;
+            if (opts.lines) {
+                try {
+                    lineItems = JSON.parse(opts.lines);
+                }
+                catch {
+                    console.error(chalk.red('Invalid --lines JSON'));
+                    process.exit(1);
+                }
+            }
+            else if (opts.amount !== undefined) {
+                lineItems = [{ name: opts.lineName ?? 'Subscription', unitPrice: opts.amount, quantity: 1, accountResourceId: opts.account }];
+            }
+            body = {
+                businessTransactionType: opts.type,
+                interval: opts.interval,
+                startDate: opts.startDate,
+                status: 'ACTIVE',
+                contactResourceId: opts.contact,
+                reference: opts.ref,
+                valueDate: opts.date,
+                dueDate: opts.due,
+                lineItems,
+                saveAsDraft: false,
+            };
+            if (opts.endDate)
+                body.endDate = opts.endDate;
         }
         // eslint-disable-next-line @typescript-eslint/no-explicit-any
         const res = await createSubscription(client, body);

package/dist/commands/supplier-credit-notes.js

@@ -329,7 +329,7 @@ export function registerSupplierCreditNotesCommand(program) {
                 let attachmentCount = 0;
                 try {
                     const attRes = await listAttachments(client, 'supplier-credit-notes', cn.resourceId);
-                    attachmentCount = Array.isArray(attRes.data) ? attRes.data.length : 0;
+                    attachmentCount = attRes.data.length;
                 }
                 catch { /* Attachment listing may fail — don't block the report */ }
                 return buildDraftReport(cn, CREDIT_NOTE_REQUIRED_FIELDS, attachmentCount);
@@ -480,7 +480,7 @@ export function registerSupplierCreditNotesCommand(program) {
         const cnRes = await getSupplierCreditNote(client, resourceId);
         const cn = cnRes.data;
         const attRes = await listAttachments(client, 'supplier-credit-notes', resourceId);
-        const attachments = Array.isArray(attRes.data) ? attRes.data : [];
+        const attachments = attRes.data;
         if (opts.json) {
             console.log(JSON.stringify({ creditNoteResourceId: resourceId, creditNoteReference: cn.reference || null, attachments }, null, 2));
         }

package/dist/core/api/attachments.js

@@ -3,7 +3,10 @@
  * Works for bills, invoices, journals, and credit notes.
  */
 export async function listAttachments(client, btType, btResourceId) {
-    return client.get(`/api/v1/${btType}/${btResourceId}/attachments`);
+    const result = await client.get(`/api/v1/${btType}/${btResourceId}/attachments`);
+    // Guard all consumers (CLI, MCP, daemon): client.get() returns undefined on 204,
+    // and some endpoints return {} or { data: null } — always ensure .data is an array.
+    return { data: Array.isArray(result?.data) ? result.data : [] };
 }
 export async function addAttachment(client, data) {
     const { businessTransactionType: btType, businessTransactionResourceId: btId, ...rest } = data;

package/dist/core/registry/tools.js

@@ -53,7 +53,7 @@ import { generateFaReviewBlueprint } from '../jobs/fa-review/blueprint.js';
 import { generateDocumentCollectionBlueprint } from '../jobs/document-collection/blueprint.js';
 import { generateStatutoryFilingBlueprint } from '../jobs/statutory-filing/blueprint.js';
 // Draft validation (pure logic from core/drafts/)
-import { buildDraftReport, INVOICE_REQUIRED_FIELDS, BILL_REQUIRED_FIELDS, CREDIT_NOTE_REQUIRED_FIELDS, JOURNAL_REQUIRED_FIELDS, } from '../drafts/index.js';
+import { validateDraft, buildDraftReport, INVOICE_REQUIRED_FIELDS, BILL_REQUIRED_FIELDS, CREDIT_NOTE_REQUIRED_FIELDS, JOURNAL_REQUIRED_FIELDS, } from '../drafts/index.js';
 // ── Shared param snippets (DRY) ─────────────────────────────────
 const PAGINATION_PARAMS = {
     limit: { type: 'number', description: 'Max results per page (default 20, max 1000).' },
@@ -103,6 +103,20 @@ const CLASSIFIER_CONFIG_PARAM = {
     },
     description: 'Nano classifier config for line items. Each entry links a capsule type with selected classes.',
 };
+const JOURNAL_ENTRY_PARAM = {
+    type: 'array',
+    items: {
+        type: 'object',
+        properties: {
+            accountResourceId: { type: 'string', description: 'Account resourceId' },
+            type: { type: 'string', enum: ['DEBIT', 'CREDIT'], description: 'Debit or credit' },
+            amount: { type: 'number', description: 'Amount' },
+            description: { type: 'string', description: 'Line description' },
+        },
+        required: ['accountResourceId', 'type', 'amount'],
+    },
+    description: 'Journal entries (debit/credit lines with accountResourceId, type, amount)',
+};
 const LINE_ITEM_PARAM = {
     type: 'array',
     items: {
@@ -279,27 +293,26 @@ async function fetchAndMerge(client, type, resourceId, overrides) {
         if (v !== undefined)
             base[k] = v;
     }
-    // Auto-resolve missing accountResourceId for finalize (exact name match, auditable)
-    const items = base.lineItems;
-    if (items?.length) {
-        const missing = items.filter(li => !li.accountResourceId);
-        if (missing.length > 0) {
-            const defaultName = type === 'invoice' || type === 'customer_credit_note'
-                ? 'Operating Revenue' : 'Operating Expense';
-            const acctResult = await searchAccounts(client, { filter: { name: { eq: defaultName } }, limit: 1 });
-            const defaultAcct = acctResult.data?.[0];
-            if (defaultAcct?.resourceId) {
-                for (const li of missing)
-                    li.accountResourceId = defaultAcct.resourceId;
-            }
-            const stillMissing = items.filter(li => !li.accountResourceId);
-            if (stillMissing.length > 0) {
-                throw new Error(`Cannot finalize: ${stillMissing.length} line item(s) missing accountResourceId and no default account found.`);
-            }
-        }
+    // Validate draft readiness — reuses shared draft validation (DRY with CLI).
+    // fetchAndMerge is only called by finalize tools, so always validate.
+    const specs = type === 'invoice' ? INVOICE_REQUIRED_FIELDS
+        : type === 'bill' ? BILL_REQUIRED_FIELDS
+            : CREDIT_NOTE_REQUIRED_FIELDS;
+    const { missingFields, ready } = validateDraft(base, specs);
+    if (!ready) {
+        throw new Error(`Cannot finalize: missing ${missingFields.join(', ')}. ` +
+            `Use search_accounts (filter by accountType) and search_contacts to resolve, ` +
+            `then pass the missing fields to this tool.`);
     }
     return base;
 }
+/** Advisory pre-flight: reject payment/refund against DRAFT documents (API is authoritative). */
+async function assertNotDraft(getter, client, resourceId, kind) {
+    const res = await getter(client, resourceId);
+    if (res.data.status === 'DRAFT') {
+        throw new Error(`Cannot pay a DRAFT ${kind}. Finalize it first with finalize_${kind}.`);
+    }
+}
 // ── Tool Definitions ─────────────────────────────────────────────
 export const TOOL_DEFINITIONS = [
     // ── Organization ───────────────────────────────────────────────
@@ -470,7 +483,14 @@ export const TOOL_DEFINITIONS = [
         execute: async (ctx, input) => {
             const { resourceId: rid, ...updates } = input;
             const { data: existing } = await getContact(ctx.client, rid);
-            return updateContact(ctx.client, rid, { ...existing, ...updates });
+            // Filter to writable fields only — GET returns read-only fields (resourceId, createdAt, etc.)
+            // that cause 400 "Invalid request body" if included in PUT. Same pattern as update_account.
+            const CONTACT_WRITABLE = ['billingName', 'name', 'emails', 'customer', 'supplier',
+                'taxRegistrationNumber', 'address', 'phone', 'status'];
+            const ex = existing;
+            const base = Object.fromEntries(CONTACT_WRITABLE.filter(k => ex[k] !== undefined && ex[k] !== null).map(k => [k, ex[k]]));
+            Object.assign(base, updates);
+            return updateContact(ctx.client, rid, base);
         },
     },
     // ── Invoices ───────────────────────────────────────────────────
@@ -544,13 +564,13 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'update_invoice',
-        description: 'Update an existing draft invoice. Cannot update finalized invoices.',
+        description: 'Update an existing draft invoice (change reference, dates, line items, notes, custom fields). Use when the user says "update", "change", "fix", or "correct" a draft invoice. Line items CAN be fully replaced — pass the complete updated lineItems array.',
         params: {
             resourceId: { type: 'string', description: 'Invoice resourceId' },
             reference: { type: 'string' },
             valueDate: { type: 'string' },
             dueDate: { type: 'string' },
-            lineItems: { type: 'array', items: { type: 'object' } },
+            lineItems: LINE_ITEM_PARAM,
             notes: { type: 'string' },
             customFields: CUSTOM_FIELDS_PARAM,
         },
@@ -591,6 +611,7 @@ export const TOOL_DEFINITIONS = [
         group: 'invoices',
         readOnly: false,
         execute: async (ctx, input) => {
+            const resourceId = input.resourceId;
             const payAmt = Number(input.paymentAmount);
             if (!Number.isFinite(payAmt) || payAmt <= 0) {
                 throw new Error('paymentAmount must be a positive number');
@@ -599,7 +620,8 @@ export const TOOL_DEFINITIONS = [
             if (!Number.isFinite(txnAmt) || txnAmt <= 0) {
                 throw new Error('transactionAmount must be a positive number');
             }
-            return createInvoicePayment(ctx.client, input.resourceId, {
+            await assertNotDraft(getInvoice, ctx.client, resourceId, 'invoice');
+            return createInvoicePayment(ctx.client, resourceId, {
                 paymentAmount: payAmt,
                 transactionAmount: txnAmt,
                 accountResourceId: input.accountResourceId,
@@ -620,7 +642,7 @@ export const TOOL_DEFINITIONS = [
             reference: { type: 'string' },
             valueDate: { type: 'string' },
             dueDate: { type: 'string' },
-            lineItems: { type: 'array', items: { type: 'object' } },
+            lineItems: LINE_ITEM_PARAM,
             notes: { type: 'string' },
         },
         required: ['resourceId'],
@@ -634,7 +656,7 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'apply_credits_to_invoice',
-        description: 'Apply customer credit note(s) to an invoice. Each credit needs creditNoteResourceId and amountApplied.',
+        description: 'Apply customer credit note(s) to an invoice. IMPORTANT: The credit note must be FINALIZED first (status UNAPPLIED, not DRAFT). If it is still a draft, call finalize_customer_credit_note first. Then search_customer_credit_notes with status UNAPPLIED to find available credits for the contact, and pass creditNoteResourceId and amountApplied for each.',
         params: {
             resourceId: { type: 'string', description: 'Invoice resourceId' },
             credits: {
@@ -731,13 +753,13 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'update_bill',
-        description: 'Update an existing draft bill. Cannot update finalized bills.',
+        description: 'Update an existing draft bill (change reference, dates, line items, notes, custom fields). Use when the user says "update", "change", "fix", or "correct" a draft bill. Line items CAN be fully replaced — pass the complete updated lineItems array.',
         params: {
             resourceId: { type: 'string', description: 'Bill resourceId' },
             reference: { type: 'string' },
             valueDate: { type: 'string' },
             dueDate: { type: 'string' },
-            lineItems: { type: 'array', items: { type: 'object' } },
+            lineItems: LINE_ITEM_PARAM,
             notes: { type: 'string' },
             customFields: CUSTOM_FIELDS_PARAM,
         },
@@ -774,6 +796,7 @@ export const TOOL_DEFINITIONS = [
         group: 'bills',
         readOnly: false,
         execute: async (ctx, input) => {
+            const billResourceId = input.resourceId;
             const billPayAmt = Number(input.paymentAmount);
             if (!Number.isFinite(billPayAmt) || billPayAmt <= 0) {
                 throw new Error('paymentAmount must be a positive number');
@@ -782,7 +805,8 @@ export const TOOL_DEFINITIONS = [
             if (!Number.isFinite(billTxnAmt) || billTxnAmt <= 0) {
                 throw new Error('transactionAmount must be a positive number');
             }
-            return createBillPayment(ctx.client, input.resourceId, {
+            await assertNotDraft(getBill, ctx.client, billResourceId, 'bill');
+            return createBillPayment(ctx.client, billResourceId, {
                 paymentAmount: billPayAmt,
                 transactionAmount: billTxnAmt,
                 accountResourceId: input.accountResourceId,
@@ -803,7 +827,7 @@ export const TOOL_DEFINITIONS = [
             reference: { type: 'string' },
             valueDate: { type: 'string' },
             dueDate: { type: 'string' },
-            lineItems: { type: 'array', items: { type: 'object' } },
+            lineItems: LINE_ITEM_PARAM,
             notes: { type: 'string' },
         },
         required: ['resourceId'],
@@ -817,7 +841,7 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'apply_credits_to_bill',
-        description: 'Apply supplier credit note(s) to a bill. Each credit needs creditNoteResourceId and amountApplied.',
+        description: 'Apply supplier credit note(s) to a bill. IMPORTANT: The credit note must be FINALIZED first (status UNAPPLIED, not DRAFT). If it is still a draft, call finalize_supplier_credit_note first. Then search_supplier_credit_notes with status UNAPPLIED to find available credits for the contact, and pass creditNoteResourceId and amountApplied for each.',
         params: {
             resourceId: { type: 'string', description: 'Bill resourceId' },
             credits: {
@@ -875,19 +899,7 @@ export const TOOL_DEFINITIONS = [
         params: {
             reference: { type: 'string', description: 'Journal reference' },
             valueDate: { type: 'string', description: 'Journal date (YYYY-MM-DD)' },
-            journalEntries: {
-                type: 'array',
-                items: {
-                    type: 'object',
-                    properties: {
-                        accountResourceId: { type: 'string' },
-                        type: { type: 'string', enum: ['DEBIT', 'CREDIT'] },
-                        amount: { type: 'number' },
-                        description: { type: 'string' },
-                    },
-                    required: ['accountResourceId', 'type', 'amount'],
-                },
-            },
+            journalEntries: JOURNAL_ENTRY_PARAM,
             saveAsDraft: { type: 'boolean' },
             notes: { type: 'string' },
             tags: { type: 'array', items: { type: 'string' }, description: 'Tags (string array)' },
@@ -1352,12 +1364,12 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'update_customer_credit_note',
-        description: 'Update a draft customer credit note.',
+        description: 'Update a draft customer credit note (change amount, line items, contact, date, notes). Use when the user says "update", "change", "fix", or "correct" a credit note.',
         params: {
             resourceId: { type: 'string', description: 'Customer credit note resourceId' },
             reference: { type: 'string' },
             valueDate: { type: 'string' },
-            lineItems: { type: 'array', items: { type: 'object' } },
+            lineItems: LINE_ITEM_PARAM,
             notes: { type: 'string' },
             tag: { type: 'string' },
             customFields: CUSTOM_FIELDS_PARAM,
@@ -1377,7 +1389,7 @@ export const TOOL_DEFINITIONS = [
             resourceId: { type: 'string', description: 'Customer credit note resourceId' },
             reference: { type: 'string' },
             valueDate: { type: 'string' },
-            lineItems: { type: 'array', items: { type: 'object' } },
+            lineItems: LINE_ITEM_PARAM,
             notes: { type: 'string' },
         },
         required: ['resourceId'],
@@ -1527,12 +1539,12 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'update_supplier_credit_note',
-        description: 'Update a draft supplier credit note.',
+        description: 'Update a draft supplier credit note (change amount, line items, contact, date, notes). Use when the user says "update", "change", "fix", or "correct" a credit note.',
         params: {
             resourceId: { type: 'string', description: 'Supplier credit note resourceId' },
             reference: { type: 'string' },
             valueDate: { type: 'string' },
-            lineItems: { type: 'array', items: { type: 'object' } },
+            lineItems: LINE_ITEM_PARAM,
             notes: { type: 'string' },
             tag: { type: 'string' },
             customFields: CUSTOM_FIELDS_PARAM,
@@ -1552,7 +1564,7 @@ export const TOOL_DEFINITIONS = [
             resourceId: { type: 'string', description: 'Supplier credit note resourceId' },
             reference: { type: 'string' },
             valueDate: { type: 'string' },
-            lineItems: { type: 'array', items: { type: 'object' } },
+            lineItems: LINE_ITEM_PARAM,
             notes: { type: 'string' },
         },
         required: ['resourceId'],
@@ -1653,7 +1665,7 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'list_currency_rates',
-        description: 'List exchange rates for a specific currency.',
+        description: 'List exchange rates for a specific currency. IMPORTANT: You MUST call list_currencies first to discover which currencies the org has enabled — never guess or assume currency codes.',
         params: {
             currencyCode: { type: 'string', description: 'Currency code (e.g., "USD")' },
             ...PAGINATION_PARAMS,
@@ -1669,7 +1681,7 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'add_currency_rate',
-        description: 'Add an exchange rate for a currency. Rate is relative to the base currency.',
+        description: 'Add or set an exchange rate for a currency. ALWAYS use this tool even when the user says "update rate" — it handles both new and existing rates. Rate is relative to the base currency. Call list_currencies first to get valid currency codes.',
         params: {
             currencyCode: { type: 'string', description: 'Currency code' },
             rate: { type: 'number', description: 'Exchange rate (e.g., 1.35 for 1 USD = 1.35 SGD)' },
@@ -1687,7 +1699,7 @@ export const TOOL_DEFINITIONS = [
     },
     {
         name: 'update_currency_rate',
-        description: 'Update an existing exchange rate.',
+        description: 'Update an existing exchange rate for a currency. Call list_currency_rates first to find the rate resourceId. Use add_currency_rate for new rates.',
         params: {
             currencyCode: { type: 'string', description: 'Currency code' },
             resourceId: { type: 'string', description: 'Rate resourceId' },
@@ -1761,19 +1773,7 @@ WHEN NOT TO USE: moving money between your own bank/cash accounts — use create
             reference: { type: 'string', description: 'Reference number' },
             valueDate: { type: 'string', description: 'Date (YYYY-MM-DD)' },
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId' },
-            journalEntries: {
-                type: 'array',
-                items: {
-                    type: 'object',
-                    properties: {
-                        accountResourceId: { type: 'string' },
-                        type: { type: 'string', enum: ['DEBIT', 'CREDIT'] },
-                        amount: { type: 'number' },
-                        description: { type: 'string' },
-                    },
-                    required: ['accountResourceId', 'type', 'amount'],
-                },
-            },
+            journalEntries: JOURNAL_ENTRY_PARAM,
             notes: { type: 'string' },
             tags: { type: 'array', items: { type: 'string' }, description: 'Tags (string array)' },
             currency: CURRENCY_PARAM,
@@ -1802,19 +1802,7 @@ WHEN NOT TO USE: moving money between your own bank/cash accounts — use create
             reference: { type: 'string', description: 'Reference number' },
             valueDate: { type: 'string', description: 'Date (YYYY-MM-DD)' },
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId' },
-            journalEntries: {
-                type: 'array',
-                items: {
-                    type: 'object',
-                    properties: {
-                        accountResourceId: { type: 'string' },
-                        type: { type: 'string', enum: ['DEBIT', 'CREDIT'] },
-                        amount: { type: 'number' },
-                        description: { type: 'string' },
-                    },
-                    required: ['accountResourceId', 'type', 'amount'],
-                },
-            },
+            journalEntries: JOURNAL_ENTRY_PARAM,
             notes: { type: 'string' },
             tags: { type: 'array', items: { type: 'string' }, description: 'Tags (string array)' },
             currency: CURRENCY_PARAM,
@@ -1843,12 +1831,12 @@ WHEN NOT TO USE: moving money between your own bank/cash accounts — use create
     },
     {
         name: 'update_cash_in',
-        description: 'Update an existing cash-in entry.',
+        description: 'Update an existing cash-in entry (change amount, date, reference, notes, tags, or journal entries). Use when the user says "update", "change", "fix", or "adjust" a cash-in that was just created or found. Do NOT create a new entry — use this tool instead.',
         params: {
             resourceId: { type: 'string', description: 'Cash-in resourceId' },
             reference: { type: 'string' },
             valueDate: { type: 'string' },
-            journalEntries: { type: 'array', items: { type: 'object' } },
+            journalEntries: JOURNAL_ENTRY_PARAM,
             notes: { type: 'string' },
             tags: { type: 'array', items: { type: 'string' }, description: 'Tags (string array)' },
         },
@@ -1873,12 +1861,12 @@ WHEN NOT TO USE: moving money between your own bank/cash accounts — use create
     },
     {
         name: 'update_cash_out',
-        description: 'Update an existing cash-out entry.',
+        description: 'Update an existing cash-out entry (change amount, date, reference, notes, tags, or journal entries). Use when the user says "update", "change", "fix", or "adjust" a cash-out that was just created or found. Do NOT create a new entry — use this tool instead.',
         params: {
             resourceId: { type: 'string', description: 'Cash-out resourceId' },
             reference: { type: 'string' },
             valueDate: { type: 'string' },
-            journalEntries: { type: 'array', items: { type: 'object' } },
+            journalEntries: JOURNAL_ENTRY_PARAM,
             notes: { type: 'string' },
             tags: { type: 'array', items: { type: 'string' }, description: 'Tags (string array)' },
         },
@@ -1951,7 +1939,7 @@ WHEN NOT TO USE: receiving money from external parties (use create_cash_in) or p
     },
     {
         name: 'search_bank_records',
-        description: 'Search bank records (imported bank transactions) for a specific account. Supports filtering by status, date range, description, payer/payee, reference, and amount range.',
+        description: 'Search bank records (imported bank transactions) for a specific account. Use this to find unreconciled items, match deposits to invoices, or identify bank charges. Filter by status (UNRECONCILED/RECONCILED), date range, description, payer/payee, reference, and amount range. Call list_bank_accounts first to get the accountResourceId.',
         params: {
             accountResourceId: { type: 'string', description: 'Bank account resourceId' },
             status: { type: 'string', enum: ['UNRECONCILED', 'RECONCILED', 'ARCHIVED', 'POSSIBLE_DUPLICATE'], description: 'Filter by reconciliation status' },
@@ -2040,7 +2028,7 @@ WHEN NOT TO USE: receiving money from external parties (use create_cash_in) or p
     },
     {
         name: 'update_bookmark',
-        description: 'Update an existing bookmark.',
+        description: 'Update an existing bookmark (name, value, or category). Use when modifying a previously created bookmark.',
         params: {
             resourceId: { type: 'string', description: 'Bookmark resourceId' },
             name: { type: 'string', description: 'New name' },
@@ -2512,20 +2500,7 @@ Auto-resolves accounts from chart of accounts. Provide bankAccountName for recip
             resourceId: { type: 'string', description: 'Journal resourceId' },
             reference: { type: 'string', description: 'Updated reference' },
             valueDate: { type: 'string', description: 'Updated date (YYYY-MM-DD)' },
-            journalEntries: {
-                type: 'array',
-                items: {
-                    type: 'object',
-                    properties: {
-                        accountResourceId: { type: 'string' },
-                        amount: { type: 'number' },
-                        type: { type: 'string', enum: ['DEBIT', 'CREDIT'] },
-                        description: { type: 'string' },
-                    },
-                    required: ['accountResourceId', 'amount', 'type'],
-                },
-                description: 'Updated journal entries (debit/credit lines)',
-            },
+            journalEntries: JOURNAL_ENTRY_PARAM,
             notes: { type: 'string' },
             tags: { type: 'array', items: { type: 'string' }, description: 'Tags (string array)' },
             saveAsDraft: { type: 'boolean', description: 'Keep as draft (default true)' },
@@ -3059,7 +3034,7 @@ Auto-resolves accounts from chart of accounts. Provide bankAccountName for recip
     },
     {
         name: 'update_bank_rule',
-        description: 'Update an existing bank reconciliation rule.',
+        description: 'Update an existing bank reconciliation rule (conditions, actions, or name). Fetches current rule first — only send fields to change.',
         params: {
             resourceId: { type: 'string', description: 'Bank rule resourceId' },
             name: { type: 'string', description: 'New rule name' },
@@ -3160,10 +3135,11 @@ Auto-resolves accounts from chart of accounts. Provide bankAccountName for recip
     },
     {
         name: 'create_fixed_asset',
-        description: `Register a new fixed asset. IMPORTANT:
-- purchaseAssetAccountResourceId: the asset account to debit
-- depreciationMethod, effectiveLife, depreciationStartDate: required for depreciation
-- saveAsDraft defaults to true. Set to false to activate immediately.`,
+        description: `Register a fixed asset linked to an existing purchase transaction (bill or journal).
+- saveAsDraft defaults to true. Set to false to activate — requires ALL fields below.
+- ACTIVE assets require: purchaseBusinessTransactionType + purchaseBusinessTransactionResourceId
+  (links to the bill/journal that recorded the purchase).
+- For standalone asset entry (no linked transaction), use transfer_fixed_asset instead.`,
         params: {
             name: { type: 'string', description: 'Asset name' },
             typeName: { type: 'string', description: 'Asset type (e.g., "Buildings", "Vehicles", "Furniture")' },
@@ -3171,17 +3147,19 @@ Auto-resolves accounts from chart of accounts. Provide bankAccountName for recip
             purchaseAmount: { type: 'number', description: 'Purchase cost' },
             purchaseDate: { type: 'string', description: 'Purchase date (YYYY-MM-DD)' },
             purchaseAssetAccountResourceId: { type: 'string', description: 'Asset account resourceId' },
-            depreciationStartDate: { type: 'string', description: 'Depreciation start date (YYYY-MM-DD)' },
-            depreciationMethod: { type: 'string', description: 'Depreciation method (e.g., "STRAIGHT_LINE", "DIMINISHING_VALUE")' },
+            depreciationStartDate: { type: 'string', description: 'Depreciation start date (YYYY-MM-DD, required for STRAIGHT_LINE)' },
+            depreciationMethod: { type: 'string', enum: ['STRAIGHT_LINE', 'NO_DEPRECIATION'], description: 'Depreciation method' },
             effectiveLife: { type: 'number', description: 'Effective life in months' },
             depreciableValueResidualAmount: { type: 'number', description: 'Residual/salvage value' },
-            depreciationExpenseAccountResourceId: { type: 'string', description: 'Depreciation expense account resourceId' },
-            accumulatedDepreciationAccountResourceId: { type: 'string', description: 'Accumulated depreciation account resourceId' },
+            depreciationExpenseAccountResourceId: { type: 'string', description: 'Depreciation expense account resourceId (required for STRAIGHT_LINE)' },
+            accumulatedDepreciationAccountResourceId: { type: 'string', description: 'Accumulated depreciation account resourceId (required for STRAIGHT_LINE)' },
+            purchaseBusinessTransactionType: { type: 'string', enum: ['PURCHASE', 'JOURNAL_MANUAL'], description: 'Type of purchase transaction this asset is linked to' },
+            purchaseBusinessTransactionResourceId: { type: 'string', description: 'ResourceId of the purchase bill or journal' },
             internalNotes: { type: 'string', description: 'Internal notes' },
-            saveAsDraft: { type: 'boolean', description: 'Save as draft (default true)' },
+            saveAsDraft: { type: 'boolean', description: 'Save as draft (default true). False = activate immediately.' },
             customFields: CUSTOM_FIELDS_PARAM,
         },
-        required: ['name', 'purchaseAmount', 'purchaseDate', 'purchaseAssetAccountResourceId'],
+        required: ['name', 'purchaseAmount', 'purchaseDate', 'purchaseAssetAccountResourceId', 'depreciationStartDate'],
         group: 'fixed_assets',
         readOnly: false,
         execute: async (ctx, input) => createFixedAsset(ctx.client, input),
@@ -3241,7 +3219,7 @@ Auto-resolves accounts from chart of accounts. Provide bankAccountName for recip
     },
     {
         name: 'transfer_fixed_asset',
-        description: 'Transfer a fixed asset to a different asset type/account. Creates a new asset registration from an existing one.',
+        description: 'Transfer a fixed asset to a different asset type/account, OR create a standalone asset entry (no linked purchase transaction needed). Creates a new asset registration from an existing one.',
         params: {
             resourceId: { type: 'string', description: 'Source fixed asset resourceId' },
             name: { type: 'string', description: 'New asset name' },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "4.30.2",
+  "version": "4.30.6",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
   "type": "module",
   "bin": {