jaz-clio 5.20.19 → 5.20.21

package/README.md

@@ -3,11 +3,11 @@
 <p align="center">
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/v/jaz-clio?style=for-the-badge&logo=npm" alt="npm"></a>
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/dm/jaz-clio?style=for-the-badge&label=downloads" alt="npm downloads"></a>
-  <img src="https://img.shields.io/badge/tools-289-blue?style=for-the-badge" alt="289 tools">
+  <img src="https://img.shields.io/badge/tools-295-blue?style=for-the-badge" alt="295 tools">
   <a href="https://github.com/teamtinvio/jaz-ai/blob/main/LICENSE"><img src="https://img.shields.io/github/license/teamtinvio/jaz-ai?style=for-the-badge&color=green" alt="License"></a>
 </p>
 
-289 tools. 58 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
+295 tools. 58 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
 
 ```bash
 npm install -g jaz-clio
@@ -19,7 +19,7 @@ Requires **Node.js 18+** ([nodejs.org](https://nodejs.org)). Also fully compatib
 
 - [Three Ways In](#three-ways-in) · CLI, MCP, Skills
 - [CLI](#cli) · 58 command groups
-- [MCP Server](#mcp-server) · 289 tools for AI agents
+- [MCP Server](#mcp-server) · 295 tools for AI agents
 - [Skills](#skills) · Teach any AI the Jaz API
 - [Setup](#setup) · Auth, multi-org, automation
 - [Semantic help-center search](#help-center-semantic-search-optional) · Optional OpenAI-backed retrieval
@@ -53,7 +53,7 @@ clio invoices search --query 'status:unpaid' --view lean # Compact summary rows
 
 ## MCP Server
 
-289 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
+295 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
 
 > **No install at all?** Claude.ai, ChatGPT, Cowork, and Microsoft Copilot Studio can use Jaz via the **hosted connector**: add `https://mcp.jaz.ai/mcp` as a custom connector (Claude/ChatGPT) or MCP tool (Copilot Studio) and sign in (OAuth, no key). The local setup below is for terminal use, scripting, and editors that run MCP servers as local processes.
 

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.20.19
+version: 5.20.21
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 158 production gotchas, error
@@ -286,7 +286,6 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 90. **Bank rules search uses `/bank-rules/search`** — Standard search pattern with filter/sort/limit/offset. Filter fields: `appliesToReconciliationAccount`, `name`, `reference`, `resourceId`, `actionType`, `businessTransactionType`. Sort fields: `resourceId`, `name`, `actionType`, `businessTransactionType`, `reference`, `appliesToReconciliationAccount`, `createdAt`.
 90a. **Bank rules create field is `appliesToReconciliationAccount`** (NOT `appliesToReconciliationAccountResourceId`) — the bank account UUID. `configuration` must nest under `reconcileWithDirectCashEntry` key. `configuration.reconcileWithDirectCashEntry.reference` is REQUIRED (omitting causes GENERAL_ERROR). `amountAllocationType`: use `"PERCENTAGE"` or `"FIXED"` — `"FIXED_AND_PERCENTAGE"` is read-only (include both `fixedAllocation` + `percentageAllocation` arrays and the server infers it). Optional config fields: `contactResourceId`, `internalNotes`, `tags`, `currencySettings`, `taxCurrencySettings`, `classifierConfig` on allocation lines.
 90b. **Bank rules PUT is FULL REPLACEMENT** — `PUT /bank-rules/:id` replaces the entire rule. Must send `resourceId`, `appliesToReconciliationAccount`, and full `configuration` every time. Omitting any required field causes GENERAL_ERROR. Use read-modify-write pattern: GET current rule, merge changes, PUT full payload. Same pattern as items PUT (Rule 72) and capsules PUT (Rule 73).
-
 90c. **Bank rule POST canonical create payload** (verified live 2026-04, NOT obvious from any single field error):
 ```json
 {
@@ -314,6 +313,8 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 
 **actionShortcutResourceId** for `apply_bank_rule` IS the rule's own `resourceId` from create response (no separate "action shortcut" entity).
 
+90d. **Bank rules support column-value mapping** — `reconcileWithDirectCashEntry` can resolve fields per row from a custom bank-statement column: `amountSourceColumnKey` (set amount by a column; mutually exclusive with `amount`), `organizationAccountResourceIdMap`/`taxProfileResourceIdMap`/`classifierConfigMap` on each `fixedAllocation` line, and `contactResourceIdMap`/`tagsMap` on the shortcut. Each `*Map` is a `ColumnValueMapConfig` (`columnKey` + ordered `mappings[]`, first match wins, blank `matchValue` = catch-all); `targetResourceId` is a UUID (tag NAME for `tagsMap`). `reference` also takes `{{column:<key>}}` / `{{column_abs:<key>}}` tokens. Full shape: `references/bank-rule-column-mapping.md`.
+
 ### 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`.