jaz-clio 4.33.0 → 4.34.1

package/README.md

@@ -235,7 +235,7 @@ Every command supports `--json` for structured output — ideal for piping to ot
 
 ## MCP Server
 
-Expose all 235 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.
+Expose all 240 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.
 
 **Claude Code:**
 

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.33.0
+version: 4.34.1
 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.
@@ -284,7 +284,7 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 107. **20 Quick Fix endpoints for bulk-updating transactions and line items** — `POST /api/v1/quick-fix/{entity}` with `{ resourceIds: [...], attributes: {...} }`. Only included fields are changed — omitted fields are left unchanged. Response: `{ updated: string[], failed: [{ resourceId, error, errorCode }] }`. **HTTP status codes**: 200 = complete success (`failed` always empty). **207 Multi-Status** = partial or total failure with per-item detail (same response shape as 200 — check `failed` array). 422 = total failure with no per-item breakdown (rare). On 207, retry only `failed` resourceIds. Entities: **ARAP**: invoices, bills, customer-credit-notes, supplier-credit-notes. **Accounting**: journals, cash-entries. **Schedulers**: sale-schedules, purchase-schedules, subscription-schedules, journal-schedules. **Line-item request patterns**: ARAP + accounting use `{ lineItemResourceIds, attributes }`. Schedulers (sale/purchase/subscription) use Pattern C: `{ schedulerUpdates: [{ schedulerResourceId, lineItemUpdates: [{ arrayIndex, ...attrs }] }] }`. **Journal-schedules use Pattern D**: `lineItemResourceId` (UUID) instead of `arrayIndex`. **Field gotchas**: cash entries use `currencySetting` (singular: `{ rateFunctionalToSource, exchangeToken }`), NOT `currencySettings`. Journal schedules have `startDate` in addition to `endDate`/`interval`. Tags: string array, max 50 items, max 50 chars each.
 
 ### Transfer Trial Balance
-108. **Transfer Trial Balance** (`POST /api/v1/transfer-trial-balance`) creates opening balance entries. Uses `journalEntries` (NOT `lines` — this is a journal type). Always ACTIVE (no draft mode), reference auto-generated as "Transfer Trial Balance", minimum 1 entry, entries cannot have 0 amounts, skips lock date validation. Each entry: `{ accountResourceId, type: "DEBIT"|"CREDIT", amount }`.
+108. **Transfer Trial Balance** (`POST /api/v1/transfer-trial-balance`) creates opening balance entries. Uses `journalEntries` (NOT `lines` — this is a journal type). Always ACTIVE (no draft mode), reference auto-generated as "Transfer Trial Balance", minimum 1 entry, entries cannot have 0 amounts, skips lock date validation. **`valueDate` must be today or in the past** — future dates are rejected with "Opening data cannot be future date". Each entry: `{ accountResourceId, type: "DEBIT"|"CREDIT", amount }`.
 
 ### Scheduler Dynamic Strings
 109. **Scheduler placeholder strings** — All scheduled transactions (invoices, bills, journals, subscriptions) support dynamic strings in any free text field (`reference`, line item `name`, `notes`). Strings are replaced with values relative to the **transaction date**: `{{Day}}` → day name (Monday), `{{Date}}` → full date (09 Mar 2026), `{{Date+X}}` → date + X days, `{{DateRange:X}}` → date range spanning X days (min 1, max 999), `{{Month}}` → month name (March), `{{Month+X}}` → month + X months, `{{MonthRange:X}}` → month range spanning X months, `{{Year}}` → year (2026), `{{Year+X}}` → year + X years. Example: `reference: "INV-{{Month}}-{{Year}}"` → `"INV-March-2026"` for a March transaction.
@@ -295,6 +295,21 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 ### Quick Fix Tag Field
 111. **Quick-fix uses `tags` (string array) — e.g., `"tags": ["Q1"]`** — The `attributes` object in quick-fix transaction endpoints accepts `tags` as a string array (e.g., `"tags": ["Q1"]`). `tag` (singular) is silently ignored. This matches the `tags` array format used on create/update for all transaction types. The CLI `--tag` flag auto-wraps to `tags: [name]`.
 
+### Sub-Resource Response Shapes
+112. **Invoice/bill payment & credit sub-resources return raw arrays** — `GET /invoices/:id/payments` and `GET /bills/:id/payments` return `[{paymentRecord}, ...]` — NOT `{data: [...]}`. Same for `GET /invoices/:id/credits` and `GET /bills/:id/credits`. The CLI wraps these into `{data: [...]}` for consistency. `DELETE /invoices/:id/credits/:creditsAppliedResourceId` reverses a credit application.
+
+### Nano-Classifier API
+113. **Nano-classifier API gotchas** — CREATE uses `classes: string[]` (NOT `classNames` or `[{className}]`). `printable: boolean` is required — defaults to `false` (most classifiers are not printable). GET single is double-wrapped: `{data: {data: [...], totalElements, totalPages}}` — extract the first element from the inner paginated response. GET/LIST response returns classes as `[{className, resourceId}]` (objects), while CREATE accepts plain `string[]`.
+
+### Scheduler Response Asymmetry
+114. **Scheduler response uses `interval`, not `repeat`** — POST/PUT uses `repeat` field (values: `WEEKLY`, `MONTHLY`, `QUARTERLY`, `YEARLY`). GET response returns `interval` field (same values). PUT accepts the full transaction template (`invoice`, `bill`, or journal entries at top level), not just schedule metadata — same structure as POST.
+
+### Payment Record CRUD
+115. **Payment record CRUD** — `GET /payments/:resourceId` returns `{data: PaymentRecord}` (wrapped). Payment resourceIds come from invoice/bill GET response → `paymentRecords[].resourceId`. **Cashflow transaction IDs ≠ payment IDs** — don't mix them. `POST /cashflow-transactions/search` returns cashflow IDs, while payment CRUD uses separate payment IDs from the parent document.
+
+116. **PaymentMethod accepts 11 values** — All payment endpoints (invoices, bills, credit note refunds, payment updates) accept: `CASH`, `BANK_TRANSFER`, `CREDIT_CARD`, `CHEQUE`, `E_WALLET`, `WITHHOLDING_TAX_CERTIFICATE`, `CLEARING_SETTLEMENT`, `DEBT_WRITE_OFF`, `INTER_COMPANY`, `OTHER`, `PAYMENT_GATEWAY`. Default is `BANK_TRANSFER`. The OAS previously listed only 7 — the API runtime already accepted all 11.
+117. **Fixed asset sale accepts PURCHASE type** — `saleBusinessTransactionType` in mark-as-sold accepts `SALE`, `PURCHASE`, or `JOURNAL_MANUAL`. Use `PURCHASE` when the disposal is linked to a purchase-side transaction (e.g., trade-in).
+
 ## Supporting Files
 
 For detailed reference, read these files in this skill directory:

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

@@ -1971,4 +1971,168 @@ Create opening balance entries for an organization. Used during onboarding to tr
 
 ---
 
-*Last updated: 2026-03-11 — Added: Transfer Trial Balance endpoint, cash entry path migration (cash-in-journals → cash-in-entries, cash-out-journals → cash-out-entries, cash-transfer-journals → cash-transfers, cashflow-journals → cash-entries), cash entry request body now uses `lines` (canonical) instead of `journalEntries`.*
+## 19. Payment Record CRUD
+
+### GET /api/v1/payments/{resourceId}
+
+Get a single payment record by its payment resourceId (NOT cashflow transaction ID).
+
+```json
+// Response:
+{
+  "data": {
+    "resourceId": "uuid-payment",
+    "reference": "PAY-001",
+    "paymentAmount": 2250.00,
+    "transactionAmount": 2250.00,
+    "valueDate": "2026-03-01",
+    "paymentMethod": "BANK_TRANSFER",
+    "status": "ACTIVE",
+    "type": "SALE_PAYMENT",
+    "accountResourceId": "uuid-bank",
+    "crossCurrency": false,
+    "currencyCode": "SGD",
+    "feeAmount": 0
+  }
+}
+```
+
+### PUT /api/v1/payments/{resourceId}
+
+Update an existing payment record. All fields optional — only included fields are changed.
+
+```json
+// Request:
+{
+  "paymentAmount": 2500.00,
+  "reference": "PAY-001-REV",
+  "valueDate": "2026-03-02",
+  "paymentMethod": "BANK_TRANSFER",
+  "accountResourceId": "uuid-bank",
+  "currency": { "sourceCurrency": "USD", "exchangeRate": 1.35 },
+  "transactionFee": 5.00,
+  "transactionFeeCollected": true
+}
+
+// Response: same shape as GET
+{ "data": { "resourceId": "uuid", ... } }
+```
+
+**Where to find payment resourceIds**: GET an invoice/bill → `paymentRecords[].resourceId`. These are payment IDs. Do NOT use cashflow transaction IDs from `POST /cashflow-transactions/search`.
+
+---
+
+## 19b. Invoice/Bill Sub-Resource Endpoints
+
+### GET /api/v1/invoices/{resourceId}/payments — Raw array response
+
+```json
+// Response (RAW ARRAY — no {data: [...]} wrapper):
+[
+  {
+    "resourceId": "uuid-payment",
+    "paymentAmount": 2250.00,
+    "transactionAmount": 2250.00,
+    "valueDate": 1709251200000,
+    "paymentMethod": "BANK_TRANSFER",
+    "reference": "PAY-001"
+  }
+]
+```
+
+Same for `GET /bills/{resourceId}/payments`, `GET /invoices/{resourceId}/credits`, `GET /bills/{resourceId}/credits`.
+
+**CRITICAL**: These sub-resource endpoints return raw arrays, NOT `{data: [...]}`. The CLI wraps them into `{data: [...]}` for consistency.
+
+---
+
+## 20. Nano-Classifier CRUD
+
+### POST /api/v1/nano-classifiers — Create
+
+```json
+// Request:
+{
+  "type": "Region",
+  "classes": ["North", "South", "East", "West"],
+  "printable": false
+}
+
+// Response:
+{ "data": { "resourceId": "uuid" } }
+```
+
+**CRITICAL**: `classes` is a `string[]` (NOT `classNames`, NOT `[{className}]`). `printable` is required — defaults to `false`.
+
+### GET /api/v1/nano-classifiers/{resourceId} — Double-wrapped response
+
+```json
+// Response (DOUBLE-WRAPPED):
+{
+  "data": {
+    "data": [
+      {
+        "resourceId": "uuid",
+        "type": "Region",
+        "printable": false,
+        "classes": [
+          { "className": "North", "resourceId": "uuid-class-1" },
+          { "className": "South", "resourceId": "uuid-class-2" }
+        ]
+      }
+    ],
+    "totalElements": 1,
+    "totalPages": 1
+  }
+}
+```
+
+**CRITICAL**: GET single is double-wrapped — `{data: {data: [...], totalElements, totalPages}}`. Extract `res.data.data[0]` to get the classifier. Classes in response are objects (`{className, resourceId}`), not strings.
+
+---
+
+## 21. Scheduler GET/PUT/DELETE
+
+### GET /api/v1/scheduled/invoices/{resourceId}
+
+```json
+// Response — uses `interval`, NOT `repeat`:
+{
+  "data": {
+    "resourceId": "uuid",
+    "status": "ACTIVE",
+    "interval": "MONTHLY",
+    "startDate": "2026-03-01",
+    "endDate": "2026-12-01",
+    "nextScheduleDate": "2026-04-01",
+    "businessTransactionType": "SALE"
+  }
+}
+```
+
+### PUT /api/v1/scheduled/invoices/{resourceId}
+
+Accepts scheduling fields AND the full invoice template (same structure as POST):
+
+```json
+// Request:
+{
+  "repeat": "QUARTERLY",
+  "startDate": "2026-03-01",
+  "endDate": "2027-03-01",
+  "invoice": {
+    "contactResourceId": "uuid",
+    "saveAsDraft": false,
+    "reference": "SCH-INV-001-UPDATED",
+    "valueDate": "2026-03-01",
+    "dueDate": "2026-03-31",
+    "lineItems": [{ "name": "Quarterly retainer", "unitPrice": 9000, "quantity": 1, "accountResourceId": "uuid" }]
+  }
+}
+```
+
+Same pattern for `PUT /scheduled/bills/:id` (uses `bill` wrapper) and `PUT /scheduled/journals/:id` (flat structure with `schedulerEntries`, same as POST).
+
+---
+
+*Last updated: 2026-03-13 — Added: Payment record CRUD (section 19), invoice/bill sub-resource raw array responses (19b), nano-classifier CRUD with double-wrapped GET (20), scheduler GET/PUT/DELETE with `interval` vs `repeat` (21). Previous: Transfer Trial Balance, cash entry path migration.*

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

@@ -833,4 +833,28 @@ Journals support a top-level `currency` object to create entries in a foreign cu
 
 ---
 
-*Last updated: 2026-03-11 — Cash entry path migration (cash-in-journals → cash-in-entries, etc.), cash entry `lines` canonical. Previous: Quick Fix errors.*
+### Nano-Classifier Errors
+
+**"classes must be an array"** or **400 Invalid request body** — Sending `classNames` or `[{className: "..."}]` instead of `classes: ["..."]`. CREATE expects `classes` as a flat `string[]`.
+
+**`printable` field missing** — `printable: boolean` is required on CREATE. Omitting it defaults to `false` on the API side, but explicitly sending `false` or `true` is recommended.
+
+**GET returns `undefined` / empty** — GET single nano-classifier is double-wrapped: `{data: {data: [...], totalElements, totalPages}}`. If you read `res.data` directly expecting a single classifier, you get the inner paginated object. Extract `res.data.data[0]`.
+
+---
+
+### Payment Record Errors
+
+**404 on payment GET** — Using a cashflow transaction ID (`POST /cashflow-transactions/search` returns these) instead of a payment ID. Payment resourceIds come from the parent document: `GET /invoices/:id` → `paymentRecords[].resourceId`.
+
+**Cashflow transaction ID ≠ payment ID** — These are different entities. Cashflow transactions are a ledger view; payment records are the actual payment objects attached to invoices/bills.
+
+---
+
+### Sub-Resource Response Errors
+
+**`Cannot read property 'data'` / TypeError** — Invoice/bill sub-resource endpoints (`GET /invoices/:id/payments`, `GET /invoices/:id/credits`, etc.) return raw arrays `[{...}]`, NOT `{data: [...]}`. Trying to access `.data` on the response fails. Wrap the raw array yourself.
+
+---
+
+*Last updated: 2026-03-13 — Added: Nano-classifier errors (classes field, double-wrapped GET), payment record errors (cashflow vs payment IDs), sub-resource raw array errors. Previous: Cash entry path migration, Quick Fix errors.*

package/assets/skills/api/references/field-map.md

@@ -283,7 +283,7 @@ DELETE → expects "A" (parentEntityResourceId, via /cash-entries/:id)
 | `amount` | `paymentAmount` | **Bank account currency** — actual cash moved. NOT `amount`. |
 | (none) | `transactionAmount` | **Transaction document currency (invoice/bill/credit note)** — amount applied to balance. Equal to `paymentAmount` for same-currency. For FX: differs (e.g., USD invoice paid from SGD bank at 1.35 → `paymentAmount: 1350`, `transactionAmount: 1000`). |
 | `bankAccountResourceId` | `accountResourceId` | Canonical is `accountResourceId`. **Alias `bankAccountResourceId` now accepted on POST.** |
-| (none) | `paymentMethod` | Required: `"BANK_TRANSFER"` |
+| (none) | `paymentMethod` | Default: `"BANK_TRANSFER"`. Full enum: `CASH`, `BANK_TRANSFER`, `CREDIT_CARD`, `CHEQUE`, `E_WALLET`, `WITHHOLDING_TAX_CERTIFICATE`, `CLEARING_SETTLEMENT`, `DEBT_WRITE_OFF`, `INTER_COMPANY`, `OTHER`, `PAYMENT_GATEWAY` |
 | (none) | `reference` | Required: payment reference string |
 | `date` / `paymentDate` | `valueDate` | NOT `paymentDate`, NOT `date`. Must be `YYYY-MM-DD` |
 | (flat object) | `{ payments: [...] }` | Must be wrapped in array |
@@ -578,4 +578,41 @@ Battle-tested patterns from production Jaz API clients:
 
 ---
 
-*Last updated: 2026-03-11 — Cash entry path migration (cash-in-journals → cash-in-entries, cash-out-journals → cash-out-entries, cash-transfer-journals → cash-transfers, cashflow-journals → cash-entries). `lines` is now canonical for cash entry request bodies (`journalEntries` accepted as alias). Previous: Quick Fix field mapping.*
+### Payment Record Fields
+
+| What You'd Guess | Actual API Field | Notes |
+|------------------|-------------------|-------|
+| `amount` | `paymentAmount` | Bank account currency amount (actual cash moved) |
+| `appliedAmount` | `transactionAmount` | Document currency amount (applied to invoice/bill balance) |
+| `paymentId` | `resourceId` | From parent document: `GET /invoices/:id` → `paymentRecords[].resourceId` |
+| `cashflowId` | ≠ `resourceId` | Cashflow transaction IDs are NOT payment IDs — different entities |
+| `bankAccountId` | `accountResourceId` | Bank account for the payment |
+| `fee` | `feeAmount` (response) / `transactionFee` (update) | Response field is `feeAmount`, update field is `transactionFee` |
+| `isCrossCurrency` | `crossCurrency` | Boolean, no `is` prefix |
+| `currency` (string) | `currencyCode` (response) / `currency` (update: `{ sourceCurrency, exchangeRate }`) | Response is flat string, update is object |
+
+---
+
+### Scheduler Fields (Request vs Response Asymmetry)
+
+| What You'd Guess | Actual API Field | Notes |
+|------------------|-------------------|-------|
+| `frequency` | `repeat` (request) / `interval` (response) | POST/PUT uses `repeat`, GET returns `interval` — same values |
+| `nextDate` | `nextScheduleDate` | Next scheduled execution date |
+| `type` | `businessTransactionType` | `SALE`, `PURCHASE`, etc. |
+| `schedule` (update) | full template | PUT accepts the full transaction template (`invoice`/`bill`/flat journal), not just schedule metadata |
+
+---
+
+### Nano-Classifier Fields
+
+| What You'd Guess | Actual API Field | Notes |
+|------------------|-------------------|-------|
+| `classNames` | `classes` | CREATE: `string[]`. GET response: `[{className, resourceId}]` (objects) |
+| `name` | `type` | The classifier name/label is `type`, not `name` |
+| `isPrintable` | `printable` | Boolean, no `is` prefix. Default `false` — most classifiers are not printable |
+| `categories` | `classes` | The "categories" or "options" are called `classes` |
+
+---
+
+*Last updated: 2026-03-13 — Added: Payment record fields (paymentAmount vs transactionAmount, feeAmount vs transactionFee), scheduler field asymmetry (repeat vs interval), nano-classifier fields (classes, type, printable). Previous: Cash entry path migration, Quick Fix field mapping.*

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

@@ -42,9 +42,9 @@
 | DELETE | `/invoices/:resourceId` | Delete invoice |
 | GET | `/invoices/:resourceId/download` | Download PDF |
 | POST | `/invoices/:resourceId/payments` | Record payment(s) |
-| GET | `/invoices/:resourceId/payments` | List recorded payments |
+| GET | `/invoices/:resourceId/payments` | List recorded payments — **raw array response** |
 | POST | `/invoices/:resourceId/credits` | Apply credit note(s) |
-| GET | `/invoices/:resourceId/credits` | List applied credits |
+| GET | `/invoices/:resourceId/credits` | List applied credits — **raw array response** |
 | DELETE | `/invoices/:resourceId/credits/:creditsAppliedResourceId` | Reverse credit |
 | GET | `/invoices/:resourceId/attachments` | List attachments |
 | POST | `/invoices/:resourceId/attachments` | Upload attachment |
@@ -138,10 +138,12 @@
 ### Payments (Generic)
 | Method | Path | Description |
 |--------|------|-------------|
-| GET | `/payments/:resourceId` | Get payment record |
-| PUT | `/payments/:resourceId` | Update payment |
+| GET | `/payments/:resourceId` | Get payment record — returns `{data: PaymentRecord}` |
+| PUT | `/payments/:resourceId` | Update payment — returns `{data: PaymentRecord}` |
 | DELETE | `/payments/:resourceId` | Delete/void payment |
 
+**Note**: Payment resourceIds come from parent documents (`GET /invoices/:id` → `paymentRecords[].resourceId`). Cashflow transaction IDs from `POST /cashflow-transactions/search` are NOT the same.
+
 ### Bank Records
 | Method | Path | Description |
 |--------|------|-------------|
@@ -320,6 +322,8 @@
 |--------|------|-------------|
 | POST | `/scheduled-transaction/search` | Search all scheduled items |
 
+**Response shape note**: Scheduler GET returns `interval` field (not `repeat`). POST/PUT uses `repeat`. PUT accepts the full transaction template (not just schedule metadata).
+
 ---
 
 ## Reports & Exports
@@ -455,13 +459,15 @@
 ### Nano Classifiers (Tracking Categories)
 | Method | Path | Description |
 |--------|------|-------------|
-| POST | `/nano-classifiers` | Create classifier |
+| POST | `/nano-classifiers` | Create — `classes: string[]`, `printable: boolean` (default `false`) |
 | GET | `/nano-classifiers` | List |
-| GET | `/nano-classifiers/:resourceId` | Get by ID |
+| GET | `/nano-classifiers/:resourceId` | Get by ID — **double-wrapped**: `{data: {data: [...], totalElements, totalPages}}` |
 | PUT | `/nano-classifiers/:resourceId` | Update |
 | DELETE | `/nano-classifiers/:resourceId` | Delete |
 | POST | `/nano-classifiers/search` | Search |
 
+**Response shape note**: GET single is double-wrapped. GET/LIST response returns classes as `[{className, resourceId}]` objects, while CREATE accepts plain `string[]`.
+
 ### Organization Report Templates
 | Method | Path | Description |
 |--------|------|-------------|
@@ -693,4 +699,4 @@ Response: `{ updated: [...], failed: [{ resourceId, error, errorCode }] }`. HTTP
 
 ---
 
-*Last updated: 2026-03-11 — Cash entry path migration + Transfer Trial Balance endpoint. Previous: 20 Quick Fix endpoints (bulk update).*
+*Last updated: 2026-03-13 — Added response shape annotations: payment record wrapped response, nano-classifier double-wrapped GET and classes field, scheduler interval vs repeat asymmetry, invoice/bill sub-resource raw array responses. Previous: Cash entry path migration, Transfer Trial Balance, Quick Fix.*

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 4.33.0
+version: 4.34.1
 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: 4.33.0
+version: 4.34.1
 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: 4.33.0
+version: 4.34.1
 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/contact-groups.js

@@ -1,5 +1,5 @@
 import chalk from 'chalk';
-import { listContactGroups, getContactGroup, searchContactGroups, createContactGroup, } from '../core/api/contact-groups.js';
+import { listContactGroups, getContactGroup, searchContactGroups, createContactGroup, updateContactGroup, deleteContactGroup, } from '../core/api/contact-groups.js';
 import { apiAction } from './api-action.js';
 import { outputList } from './output.js';
 import { parsePositiveInt, parseNonNegativeInt, requireFields } from './parsers.js';
@@ -74,4 +74,36 @@ export function registerContactGroupsCommand(program) {
         console.log(chalk.green(`Contact group "${opts.name}" created.`));
         console.log(chalk.bold('ID:'), res.data.resourceId);
     }));
+    cmd
+        .command('update <resourceId>')
+        .description('Update a contact group')
+        .option('--name <name>', 'New group name')
+        .option('--api-key <key>', 'API key')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
+        .option('--json', 'JSON output')
+        .action((resourceId, opts) => apiAction(async (client) => {
+        const data = {};
+        if (opts.name)
+            data.name = opts.name;
+        const res = await updateContactGroup(client, resourceId, data);
+        if (opts.json) {
+            console.log(JSON.stringify(res.data, null, 2));
+            return;
+        }
+        console.log(chalk.green(`Contact group updated.`));
+        console.log(chalk.bold('ID:'), res.data.resourceId);
+    })(opts));
+    cmd
+        .command('delete <resourceId>')
+        .description('Delete a contact group')
+        .option('--api-key <key>', 'API key')
+        .option('--json', 'JSON output')
+        .action((resourceId, opts) => apiAction(async (client) => {
+        await deleteContactGroup(client, resourceId);
+        if (opts.json) {
+            console.log(JSON.stringify({ deleted: true, resourceId }));
+            return;
+        }
+        console.log(chalk.green(`Contact group ${resourceId} deleted.`));
+    })(opts));
 }

package/dist/commands/inventory.js

@@ -1,7 +1,7 @@
 import chalk from 'chalk';
-import { listInventoryItems, getInventoryBalance } from '../core/api/inventory.js';
+import { listInventoryItems, createInventoryItem, getInventoryBalance } from '../core/api/inventory.js';
 import { apiAction } from './api-action.js';
-import { parsePositiveInt, parseNonNegativeInt } from './parsers.js';
+import { parsePositiveInt, parseNonNegativeInt, readBodyInput, requireFields } from './parsers.js';
 import { paginatedFetch } from './pagination.js';
 import { outputList } from './output.js';
 import { formatId } from './format-helpers.js';
@@ -45,4 +45,38 @@ export function registerInventoryCommand(program) {
         console.log(chalk.bold('Qty:'), `${b.baseQty} ${b.baseUnit}`);
         console.log(chalk.bold('Avg Cost:'), b.latestAverageCostAmount);
     })(opts));
+    cmd
+        .command('create')
+        .description('Create an inventory-tracked item (use --input for full JSON body)')
+        .option('--item-code <code>', 'Item code (SKU)')
+        .option('--name <name>', 'Item name')
+        .option('--unit <unit>', 'Unit of measure')
+        .option('--costing-method <method>', 'FIXED or WAC')
+        .option('--input <file>', 'Read full request body from JSON file (or pipe via stdin)')
+        .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);
+        if (!body) {
+            requireFields(opts, [
+                { flag: '--item-code', key: 'itemCode' },
+                { flag: '--name', key: 'name' },
+            ]);
+        }
+        // eslint-disable-next-line @typescript-eslint/no-explicit-any -- user-provided JSON, API validates
+        const data = body ?? {
+            itemCode: opts.itemCode,
+            name: opts.name,
+            unit: opts.unit,
+            costingMethod: opts.costingMethod,
+        };
+        const res = await createInventoryItem(client, data);
+        if (opts.json) {
+            console.log(JSON.stringify(res.data, null, 2));
+            return;
+        }
+        console.log(chalk.green(`Inventory item created.`));
+        console.log(chalk.bold('ID:'), res.data.resourceId);
+    }));
 }

package/dist/commands/tags.js

@@ -1,5 +1,5 @@
 import chalk from 'chalk';
-import { listTags, getTag, searchTags, createTag, deleteTag, } from '../core/api/tags.js';
+import { listTags, getTag, searchTags, createTag, updateTag, deleteTag, } from '../core/api/tags.js';
 import { findExistingTag } from '../core/api/guards.js';
 import { apiAction } from './api-action.js';
 import { outputList } from './output.js';
@@ -104,6 +104,25 @@ export function registerTagsCommand(program) {
             console.log(chalk.bold('ID:'), res.data.resourceId);
         }
     }));
+    // ── clio tags update ─────────────────────────────────────────
+    tags
+        .command('update <resourceId>')
+        .description('Rename a tag')
+        .option('--name <name>', 'New tag name')
+        .option('--api-key <key>', 'API key (overrides stored/env)')
+        .option('--format <type>', 'Output format: table, json, csv, yaml')
+        .option('--json', 'Output as JSON')
+        .action((resourceId, opts) => apiAction(async (client) => {
+        requireFields(opts, [{ flag: '--name', key: 'name' }]);
+        const res = await updateTag(client, resourceId, { name: opts.name });
+        if (opts.json) {
+            console.log(JSON.stringify(res.data, null, 2));
+        }
+        else {
+            console.log(chalk.green(`Tag renamed to "${opts.name}".`));
+            console.log(chalk.bold('ID:'), res.data.resourceId);
+        }
+    })(opts));
     // ── clio tags delete ──────────────────────────────────────────
     tags
         .command('delete <resourceId>')

package/dist/core/api/contact-groups.js

@@ -10,3 +10,9 @@ export async function searchContactGroups(client, params) {
 export async function createContactGroup(client, data) {
     return client.post('/api/v1/contact-groups', data);
 }
+export async function updateContactGroup(client, resourceId, data) {
+    return client.put(`/api/v1/contact-groups/${resourceId}`, data);
+}
+export async function deleteContactGroup(client, resourceId) {
+    await client.delete(`/api/v1/contact-groups/${resourceId}`);
+}

package/dist/core/api/inventory.js

@@ -1,6 +1,12 @@
 export async function listInventoryItems(client, params) {
     return client.list('/api/v1/inventory-items', params);
 }
+export async function searchInventoryItems(client, params) {
+    return client.search('/api/v1/inventory-items/search', params);
+}
+export async function createInventoryItem(client, data) {
+    return client.post('/api/v1/inventory-items', data);
+}
 export async function getInventoryBalance(client, itemResourceId) {
     return client.get(`/api/v1/inventory-item-balance/${itemResourceId}`);
 }

package/dist/core/api/tags.js

@@ -10,6 +10,9 @@ export async function searchTags(client, params) {
 export async function createTag(client, data) {
     return client.post('/api/v1/tags', data);
 }
+export async function updateTag(client, resourceId, data) {
+    return client.put(`/api/v1/tags/${resourceId}`, data);
+}
 export async function deleteTag(client, resourceId) {
     await client.delete(`/api/v1/tags/${resourceId}`);
 }

package/dist/core/registry/tools.js

@@ -8,7 +8,7 @@ import { listJournals, searchJournals, getJournal, createJournal, deleteJournal,
 import { generateTrialBalance, generateBalanceSheet, generateProfitAndLoss, generateCashflow, generateArSummary, generateApSummary, generateCashBalance, generateGeneralLedger, generateVatLedger, generateEquityMovement, generateBankBalanceSummary, generateBankReconSummary, generateBankReconDetails, generateFaSummary, generateFaReconSummary, generateArReport, } from '../api/reports.js';
 import { listBankAccounts, addBankRecords, importBankStatement } from '../api/bank.js';
 import { listItems, searchItems, getItem, createItem, updateItem, deleteItem, } from '../api/items.js';
-import { listTags, searchTags, createTag, deleteTag, } from '../api/tags.js';
+import { listTags, getTag, searchTags, createTag, updateTag, deleteTag, } from '../api/tags.js';
 import { listCapsuleTypes, listCapsules, searchCapsules, getCapsule, createCapsule, updateCapsule, deleteCapsule, } from '../api/capsules.js';
 import { listCustomerCreditNotes, searchCustomerCreditNotes, getCustomerCreditNote, createCustomerCreditNote, deleteCustomerCreditNote, updateCustomerCreditNote, finalizeCustomerCreditNote, createCustomerCreditNoteRefund, listCustomerCreditNoteRefunds, downloadCustomerCreditNotePdf, } from '../api/customer-cn.js';
 import { listSupplierCreditNotes, searchSupplierCreditNotes, getSupplierCreditNote, createSupplierCreditNote, deleteSupplierCreditNote, updateSupplierCreditNote, finalizeSupplierCreditNote, createSupplierCreditNoteRefund, listSupplierCreditNoteRefunds, } from '../api/supplier-cn.js';
@@ -36,8 +36,8 @@ import { handlePagination, buildCnFilter, buildBankRecordFilter, buildInvoiceBil
 import { listBankRules, getBankRule, searchBankRules, createBankRule, updateBankRule, deleteBankRule, } from '../api/bank-rules.js';
 import { listFixedAssets, getFixedAsset, searchFixedAssets, createFixedAsset, updateFixedAsset, deleteFixedAsset, discardFixedAsset, markFixedAssetSold, transferFixedAsset, undoFixedAssetDisposal, } from '../api/fixed-assets.js';
 import { listSubscriptions, getSubscription, createSubscription, updateSubscription, deleteSubscription, cancelSubscription, searchScheduledTransactions, } from '../api/subscriptions.js';
-import { listContactGroups, getContactGroup, searchContactGroups, createContactGroup, } from '../api/contact-groups.js';
-import { listInventoryItems, getInventoryBalance } from '../api/inventory.js';
+import { listContactGroups, getContactGroup, searchContactGroups, createContactGroup, updateContactGroup, deleteContactGroup, } from '../api/contact-groups.js';
+import { listInventoryItems, createInventoryItem, getInventoryBalance } from '../api/inventory.js';
 import { universalSearch } from '../api/search.js';
 import { listCustomFields, getCustomField, searchCustomFields, createCustomField, updateCustomField, deleteCustomField } from '../api/custom-fields.js';
 import { quickFix, quickFixLineItems, QUICK_FIX_ENTITIES } from '../api/quick-fix.js';
@@ -136,6 +136,15 @@ const LINE_ITEM_PARAM = {
     },
     description: 'Line items — include accountResourceId on each line when finalizing (saveAsDraft: false)',
 };
+const PAYMENT_METHOD_PARAM = {
+    type: 'string',
+    enum: [
+        'CASH', 'BANK_TRANSFER', 'CREDIT_CARD', 'CHEQUE', 'E_WALLET',
+        'WITHHOLDING_TAX_CERTIFICATE', 'CLEARING_SETTLEMENT',
+        'DEBT_WRITE_OFF', 'INTER_COMPANY', 'OTHER', 'PAYMENT_GATEWAY',
+    ],
+    description: 'Payment method (default BANK_TRANSFER)',
+};
 // ── Helper to extract common input fields ────────────────────────
 function extractPaginationInput(input) {
     const limit = input.limit;
@@ -604,11 +613,7 @@ export const TOOL_DEFINITIONS = [
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId for payment' },
             valueDate: { type: 'string', description: 'Payment date (YYYY-MM-DD)' },
             reference: { type: 'string', description: 'Payment reference' },
-            paymentMethod: {
-                type: 'string',
-                enum: ['CASH', 'BANK_TRANSFER', 'CREDIT_CARD', 'CHEQUE', 'E_WALLET', 'OTHER'],
-                description: 'Payment method (default BANK_TRANSFER)',
-            },
+            paymentMethod: PAYMENT_METHOD_PARAM,
             customFields: CUSTOM_FIELDS_PARAM,
         },
         required: ['resourceId', 'paymentAmount', 'accountResourceId', 'valueDate'],
@@ -806,7 +811,7 @@ Steps: 1) search_customer_credit_notes with status UNAPPLIED for the same contac
             accountResourceId: { type: 'string' },
             valueDate: { type: 'string' },
             reference: { type: 'string' },
-            paymentMethod: { type: 'string' },
+            paymentMethod: PAYMENT_METHOD_PARAM,
             customFields: CUSTOM_FIELDS_PARAM,
         },
         required: ['resourceId', 'paymentAmount', 'accountResourceId', 'valueDate'],
@@ -1230,6 +1235,19 @@ Steps: 1) search_customer_credit_notes with status UNAPPLIED for the same contac
             return createTag(ctx.client, { name });
         },
     },
+    getTool('get_tag', 'Get a tag by resourceId.', 'tags', (client, id) => getTag(client, id)),
+    {
+        name: 'update_tag',
+        description: 'Rename a tag.',
+        params: {
+            resourceId: { type: 'string', description: 'Tag resourceId' },
+            name: { type: 'string', description: 'New tag name' },
+        },
+        required: ['resourceId', 'name'],
+        group: 'tags',
+        readOnly: false,
+        execute: async (ctx, input) => updateTag(ctx.client, input.resourceId, { name: input.name }),
+    },
     {
         name: 'delete_tag',
         description: 'Delete a tag.',
@@ -1470,11 +1488,7 @@ Steps: 1) search_customer_credit_notes with status UNAPPLIED for the same contac
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId' },
             valueDate: { type: 'string', description: 'Payment date (YYYY-MM-DD)' },
             reference: { type: 'string', description: 'Payment reference' },
-            paymentMethod: {
-                type: 'string',
-                enum: ['CASH', 'BANK_TRANSFER', 'CREDIT_CARD', 'CHEQUE', 'E_WALLET', 'OTHER'],
-                description: 'Payment method (default BANK_TRANSFER)',
-            },
+            paymentMethod: PAYMENT_METHOD_PARAM,
         },
         required: ['creditNoteId', 'paymentAmount', 'accountResourceId', 'valueDate'],
         group: 'customer_credit_notes',
@@ -1645,11 +1659,7 @@ Steps: 1) search_customer_credit_notes with status UNAPPLIED for the same contac
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId' },
             valueDate: { type: 'string', description: 'Payment date (YYYY-MM-DD)' },
             reference: { type: 'string', description: 'Payment reference' },
-            paymentMethod: {
-                type: 'string',
-                enum: ['CASH', 'BANK_TRANSFER', 'CREDIT_CARD', 'CHEQUE', 'E_WALLET', 'OTHER'],
-                description: 'Payment method (default BANK_TRANSFER)',
-            },
+            paymentMethod: PAYMENT_METHOD_PARAM,
         },
         required: ['creditNoteId', 'paymentAmount', 'accountResourceId', 'valueDate'],
         group: 'supplier_credit_notes',
@@ -3315,7 +3325,7 @@ Dynamic strings for name/reference: {{bankReference}} (e.g., INV-03/01/2025-01),
             resourceId: { type: 'string', description: 'Fixed asset resourceId' },
             depreciationEndDate: { type: 'string', description: 'Final depreciation date (YYYY-MM-DD)' },
             assetDisposalGainLossAccountResourceId: { type: 'string', description: 'Gain/loss account resourceId' },
-            saleBusinessTransactionType: { type: 'string', enum: ['SALE', 'JOURNAL_MANUAL'], description: 'Sale transaction type' },
+            saleBusinessTransactionType: { type: 'string', enum: ['SALE', 'PURCHASE', 'JOURNAL_MANUAL'], description: 'Sale transaction type' },
             saleItemResourceId: { type: 'string', description: 'Sale item resourceId' },
         },
         required: ['resourceId', 'depreciationEndDate', 'assetDisposalGainLossAccountResourceId', 'saleBusinessTransactionType', 'saleItemResourceId'],
@@ -3627,6 +3637,23 @@ Dynamic strings for reference/line item name/notes: {{Day}}, {{Date}}, {{Date+X}
             contactResourceIds: input.contactResourceIds,
         }),
     },
+    {
+        name: 'update_contact_group',
+        description: 'Update a contact group name or members. NOTE: Update endpoint has a known 500 bug on some orgs — retry or recreate if it fails.',
+        params: {
+            resourceId: { type: 'string', description: 'Contact group resourceId' },
+            name: { type: 'string', description: 'New group name' },
+            contactResourceIds: { type: 'array', items: { type: 'string' }, description: 'Contact IDs to set as group members (replaces existing)' },
+        },
+        required: ['resourceId'],
+        group: 'contact_groups',
+        readOnly: false,
+        execute: async (ctx, input) => updateContactGroup(ctx.client, input.resourceId, {
+            name: input.name,
+            contactResourceIds: input.contactResourceIds,
+        }),
+    },
+    deleteTool('delete_contact_group', 'Delete a contact group. Does not delete the contacts themselves.', 'contact_groups', (client, id) => deleteContactGroup(client, id)),
     // ══════════════════════════════════════════════════════════════
     // ── Custom Fields ──────────────────────────────────────────
     // ══════════════════════════════════════════════════════════════
@@ -3789,6 +3816,45 @@ Dynamic strings for reference/line item name/notes: {{Day}}, {{Date}}, {{Date+X}
         readOnly: true,
         execute: async (ctx, input) => getInventoryBalance(ctx.client, input.itemResourceId),
     },
+    {
+        name: 'create_inventory_item',
+        description: 'Create a new inventory-tracked item. Requires itemCode, name, costingMethod (FIXED or WAC), cogsResourceId, and account links. Use --input for full JSON body.',
+        params: {
+            itemCode: { type: 'string', description: 'Unique item code (SKU)' },
+            name: { type: 'string', description: 'Item name' },
+            unit: { type: 'string', description: 'Unit of measure (e.g., "pcs", "kg")' },
+            costingMethod: { type: 'string', description: 'Costing method: FIXED or WAC' },
+            cogsResourceId: { type: 'string', description: 'COGS account resourceId (required)' },
+            purchaseAccountResourceId: { type: 'string', description: 'Purchase account resourceId (required if cogsResourceId set)' },
+            saleAccountResourceId: { type: 'string', description: 'Sale account resourceId (required if cogsResourceId set)' },
+            appliesToSale: { type: 'boolean', description: 'Whether item applies to sales (required if cogsResourceId set)' },
+            appliesToPurchase: { type: 'boolean', description: 'Whether item applies to purchases (required if cogsResourceId set)' },
+            blockInsufficientDeductions: { type: 'boolean', description: 'Block transactions when insufficient stock (default: false)' },
+        },
+        required: ['itemCode', 'name', 'costingMethod', 'cogsResourceId'],
+        group: 'inventory',
+        readOnly: false,
+        execute: async (ctx, input) => {
+            const data = {
+                itemCode: input.itemCode,
+                name: input.name,
+                costingMethod: input.costingMethod,
+                cogsResourceId: input.cogsResourceId,
+                blockInsufficientDeductions: input.blockInsufficientDeductions ?? false,
+            };
+            if (input.unit)
+                data.unit = input.unit;
+            if (input.purchaseAccountResourceId)
+                data.purchaseAccountResourceId = input.purchaseAccountResourceId;
+            if (input.saleAccountResourceId)
+                data.saleAccountResourceId = input.saleAccountResourceId;
+            if (input.appliesToSale !== undefined)
+                data.appliesToSale = input.appliesToSale;
+            if (input.appliesToPurchase !== undefined)
+                data.appliesToPurchase = input.appliesToPurchase;
+            return createInventoryItem(ctx.client, data);
+        },
+    },
     // ══════════════════════════════════════════════════════════════
     // ── CRUD Gaps (missing from existing tools) ────────────────
     // ══════════════════════════════════════════════════════════════
@@ -4339,7 +4405,7 @@ Response: { updated: string[], failed: [{ resourceId, error, errorCode }] }. On
             endDate: { type: 'string', description: 'Last occurrence date (YYYY-MM-DD)' },
             status: { type: 'string', description: 'Status: ACTIVE or PAUSED' },
             valueDate: { type: 'string', description: 'Journal date (YYYY-MM-DD)' },
-            schedulerEntries: { type: 'array', description: 'Journal entries: [{ accountResourceId, type: CREDIT|DEBIT, amount, ... }]' },
+            schedulerEntries: { type: 'array', items: { type: 'object' }, description: 'Journal entries: [{ accountResourceId, type: CREDIT|DEBIT, amount, ... }]' },
             reference: { type: 'string', description: 'Journal reference' },
             notes: { type: 'string', description: 'Journal notes' },
         },
@@ -4378,7 +4444,7 @@ Response: { updated: string[], failed: [{ resourceId, error, errorCode }] }. On
             paymentAmount: { type: 'number', description: 'Corrected payment amount (bank currency)' },
             reference: { type: 'string', description: 'Payment reference' },
             valueDate: { type: 'string', description: 'Payment date (YYYY-MM-DD)' },
-            paymentMethod: { type: 'string', description: 'Payment method (BANK_TRANSFER, CASH, CHEQUE, etc.)' },
+            paymentMethod: PAYMENT_METHOD_PARAM,
             accountResourceId: { type: 'string', description: 'Bank/cash account resourceId' },
             transactionFee: { type: 'number', description: 'Transaction fee amount' },
         },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "4.33.0",
+  "version": "4.34.1",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
   "type": "module",
   "bin": {