jaz-clio 5.20.2 → 5.20.4

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.20.2
+version: 5.20.4
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 141 production gotchas, error
@@ -516,6 +516,10 @@ Supports `--json` for structured output. 186 articles across 20 sections. Automa
 - Use `clio help-center` when you need specific answers (returns only relevant articles, saves context)
 - Read `help-center-mirror/*.md` directly only when you need to scan an entire section comprehensively
 
+## Dashboard Deep Links (navigation tools)
+
+When the user wants to OPEN, SEE, or SHARE something in the Jaz dashboard ("open this invoice", "take me to the P&L"), hand them a real URL via two agent (MCP) tools — deliberately no CLI command: `find_dashboard_destinations` discovers the destination key (filter by `query`/`resource`/`kind`; keys are named by product area, not task wording — on zero matches retry broader: "billing", not "card"), and `get_dashboard_url` turns a key into `{ url, kind, label }`. Screens are dotted route paths (`reports.profit-and-loss`); record modals are `<resource>.modal.<type>` (`sales.modal.view-sale`). Record-specific modals (view/edit/duplicate one record) REQUIRE `resourceId` — the same Jaz resourceId from the search/get that found the record; screens and create/"new" modals take none (a resourceId on a screen is rejected). NEVER write a dashboard URL by hand and NEVER guess a destination key — routes are not guessable, and a wrong link is worse than no link; if `get_dashboard_url` errors, follow its hint (near-matches + discovery pointer) and say the link could not be built rather than improvising one. The org query param is appended automatically when the surface knows the acting org; API-key surfaces open in the user's current org on the app.jaz.ai host. Examples: "open invoice INV-042" → `search_invoices` → `get_dashboard_url("sales.modal.view-sale", resourceId)`; "take me to the P&L" → `get_dashboard_url("reports.profit-and-loss")`; "where do I manage users?" → `find_dashboard_destinations("user")` → `get_dashboard_url("settings.modal.user_management")`.
+
 ## Recommended Client Patterns
 
 - **Starting from an attachment?** → Use Jaz Magic (`POST /magic/createBusinessTransactionFromAttachment`). Never manually parse a PDF/JPG to construct `POST /invoices` or `POST /bills` — let the extraction & autofill pipeline handle it.

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.20.2
+version: 5.20.4
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,
@@ -275,6 +275,10 @@ Offline commands (no auth needed): `calc`, `jobs` (blueprints only), `capsule-tr
 
 Everything else requires authentication (API key).
 
+## Dashboard Deep Links (no CLI command — by design)
+
+The navigation tools (`get_dashboard_url`, `find_dashboard_destinations`) build dashboard URLs for the user ("open this invoice", "take me to the P&L"). They are agent/MCP tools only — read-only tools get no CLI twin (one canonical surface per operation). Never hand-construct a dashboard URL in a script; if you need a link, call the MCP tool. Full usage rules live in the jaz-api skill under "Dashboard Deep Links".
+
 ## Error Handling
 
 CLI commands exit with standard codes:

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.20.2
+version: 5.20.4
 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/jaz-pseudo-sql/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-pseudo-sql
-version: 5.20.2
+version: 5.20.4
 description: >-
   Use this skill when answering ad-hoc data questions that aren't covered by
   download_export (canonical reports — anomaly, audit, aging, P&L, BS, GL,

package/assets/skills/jobs/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-jobs
-version: 5.20.2
+version: 5.20.4
 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: 5.20.2
+version: 5.20.4
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires