jaz-clio 4.34.3 → 4.34.4

package/README.md

@@ -235,7 +235,7 @@ Every command supports `--json` for structured output — ideal for piping to ot
 
 ## MCP Server
 
-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.
+Expose all 241 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: 4.34.3
+version: 4.34.4
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 117 production gotchas, error
@@ -117,8 +117,10 @@ You are working with the **Jaz REST API** — the accounting platform backend. A
 | AR/AP summary | `startDate`, `endDate` |
 | Bank balance summary | `primarySnapshotDate` |
 | Equity movement | `primarySnapshotStartDate`, `primarySnapshotEndDate` |
+| Ledger highlights | *(none — simple GET)* |
 
-37. **Data exports use simpler field names**: P&L export uses `startDate`/`endDate` (NOT `primarySnapshotDate`). AR/AP export uses `endDate`.
+37. **Ledger highlights is a simple GET** — `GET /api/v1/ledger/highlights` returns org-wide GL summary metadata: transaction counts by type, date range, active accounts/currencies, cross-currency flag, and dynamic FX types. No parameters. Response dates are epoch ms (see Rule 52).
+37a. **Data exports use simpler field names**: P&L export uses `startDate`/`endDate` (NOT `primarySnapshotDate`). AR/AP export uses `endDate`.
 
 ### Pagination
 38. **All list/search endpoints use `limit`/`offset` pagination** — NOT `page`/`size`. Default limit=100, offset=0. Max limit=1000, max offset=65536. `page`/`size` params are silently ignored. Response shape: `{ totalPages, totalElements, truncated, data: [...] }`. When `truncated: true`, a `_meta: { fetchedRows, maxRows }` field explains why (offset cap or `--max-rows` soft cap — default 10,000). Use `--max-rows <n>` to override. Always check `truncated` before assuming the full dataset was returned.

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

@@ -349,6 +349,7 @@
 | POST | `/generate-reports/fixed-assets-summary` |
 | POST | `/generate-reports/fixed-assets-recon-summary` |
 | POST | `/generate-reports/templated-*` | Templated versions of above |
+| GET | `/ledger/highlights` | GL summary metadata (counts, date range, currencies) |
 
 ### Data Exports (downloadable)
 | Method | Path |

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 4.34.3
+version: 4.34.4
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,

package/assets/skills/cli/references/command-catalog.md

@@ -297,7 +297,7 @@ Dynamic strings in schedulers: `{{Day}}`, `{{Date}}`, `{{Date+X}}`, `{{DateRange
 clio reports generate <type> [flags]
 ```
 
-Types: `trial-balance`, `balance-sheet`, `profit-loss`, `cashflow`, `aged-ar`, `aged-ap`, `cash-balance`, `general-ledger`, `vat-ledger`, `equity-movement`, `bank-balance-summary`, `bank-recon-summary`, `bank-recon-details`, `fa-summary`, `fa-recon-summary`, `ar-report`
+Types: `trial-balance`, `balance-sheet`, `profit-loss`, `cashflow`, `aged-ar`, `aged-ap`, `cash-balance`, `general-ledger`, `vat-ledger`, `equity-movement`, `bank-balance-summary`, `bank-recon-summary`, `bank-recon-details`, `fa-summary`, `fa-recon-summary`, `ar-report`, `ledger-highlights`
 
 | Flag | Purpose |
 |------|---------|

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 4.34.3
+version: 4.34.4
 description: >-
   Use this skill when migrating accounting data into Jaz — importing from Xero,
   QuickBooks, Sage, MYOB, or Excel exports. Covers the full conversion pipeline:

package/assets/skills/jobs/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-jobs
-version: 4.34.3
+version: 4.34.4
 description: >-
   Use this skill for recurring accounting workflows — month/quarter/year-end
   close, bank reconciliation, GST/VAT filing, payment runs, credit control,

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 4.34.3
+version: 4.34.4
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/dist/commands/reports.js

@@ -1,5 +1,5 @@
 import chalk from 'chalk';
-import { generateTrialBalance, generateBalanceSheet, generateProfitAndLoss, generateCashflow, generateArSummary, generateApSummary, generateCashBalance, generateGeneralLedger, generateVatLedger, generateEquityMovement, generateBankBalanceSummary, generateBankReconSummary, generateBankReconDetails, generateFaSummary, generateFaReconSummary, generateArReport, } from '../core/api/reports.js';
+import { generateTrialBalance, generateBalanceSheet, generateProfitAndLoss, generateCashflow, generateArSummary, generateApSummary, generateCashBalance, generateGeneralLedger, generateVatLedger, generateEquityMovement, generateBankBalanceSummary, generateBankReconSummary, generateBankReconDetails, generateFaSummary, generateFaReconSummary, generateArReport, getLedgerHighlights, } from '../core/api/reports.js';
 import { messageToPdf } from '../core/api/message-pdf.js';
 import { apiAction } from './api-action.js';
 import { todayLocal } from './parsers.js';
@@ -9,6 +9,7 @@ const REPORT_TYPES = [
     'general-ledger', 'vat-ledger', 'equity-movement',
     'bank-balance-summary', 'bank-recon-summary', 'bank-recon-details',
     'fa-summary', 'fa-recon-summary', 'ar-report',
+    'ledger-highlights',
 ];
 const GL_GROUP_BY = ['ACCOUNT', 'TRANSACTION', 'CAPSULE'];
 export function registerReportsCommand(program) {
@@ -157,6 +158,9 @@ export function registerReportsCommand(program) {
                         endDate: opts.to ?? today,
                     });
                     break;
+                case 'ledger-highlights':
+                    result = await getLedgerHighlights(client);
+                    break;
             }
             if (opts.json) {
                 console.log(JSON.stringify(result.data, null, 2));

package/dist/core/api/reports.js

@@ -46,3 +46,6 @@ export async function generateFaReconSummary(client, data) {
 export async function generateArReport(client, data) {
     return client.post('/api/v1/generate-reports/ar-report', data);
 }
+export async function getLedgerHighlights(client) {
+    return client.get('/api/v1/ledger/highlights');
+}

package/dist/core/registry/tools.js

@@ -5,7 +5,7 @@ import { listContacts, searchContacts, getContact, createContact, updateContact,
 import { listInvoices, searchInvoices, getInvoice, createInvoice, updateInvoice, deleteInvoice, createInvoicePayment, createScheduledInvoice, finalizeInvoice, applyCreditsToInvoice, downloadInvoicePdf, listInvoicePayments, listInvoiceCredits, reverseInvoiceCredit, } from '../api/invoices.js';
 import { listBills, searchBills, getBill, createBill, updateBill, deleteBill, createBillPayment, createScheduledBill, finalizeBill, applyCreditsToBill, listBillPayments, listBillCredits, reverseBillCredit, } from '../api/bills.js';
 import { listJournals, searchJournals, getJournal, createJournal, deleteJournal, updateJournal, createScheduledJournal, } from '../api/journals.js';
-import { generateTrialBalance, generateBalanceSheet, generateProfitAndLoss, generateCashflow, generateArSummary, generateApSummary, generateCashBalance, generateGeneralLedger, generateVatLedger, generateEquityMovement, generateBankBalanceSummary, generateBankReconSummary, generateBankReconDetails, generateFaSummary, generateFaReconSummary, generateArReport, } from '../api/reports.js';
+import { generateTrialBalance, generateBalanceSheet, generateProfitAndLoss, generateCashflow, generateArSummary, generateApSummary, generateCashBalance, generateGeneralLedger, generateVatLedger, generateEquityMovement, generateBankBalanceSummary, generateBankReconSummary, generateBankReconDetails, generateFaSummary, generateFaReconSummary, generateArReport, getLedgerHighlights, } 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, getTag, searchTags, createTag, updateTag, deleteTag, } from '../api/tags.js';
@@ -3597,6 +3597,15 @@ Dynamic strings for reference/line item name/notes: {{Day}}, {{Date}}, {{Date+X}
         readOnly: true,
         execute: async (ctx, input) => generateArReport(ctx.client, { endDate: input.endDate }),
     },
+    {
+        name: 'get_ledger_highlights',
+        description: 'Get ledger highlights — summary metadata about the org general ledger: transaction counts by type, date range, active accounts, active currencies, and cross-currency detection. No parameters needed.',
+        params: {},
+        required: [],
+        group: 'operational_reports',
+        readOnly: true,
+        execute: async (ctx) => getLedgerHighlights(ctx.client),
+    },
     // ══════════════════════════════════════════════════════════════
     // ── Contact Groups ─────────────────────────────────────────
     // ══════════════════════════════════════════════════════════════

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "4.34.3",
+  "version": "4.34.4",
   "description": "Clio — Command Line Interface Orchestrator for Jaz AI.",
   "type": "module",
   "bin": {