jaz-clio 5.20.30 → 5.20.31

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-323-blue?style=for-the-badge" alt="323 tools">
+  <img src="https://img.shields.io/badge/tools-340-blue?style=for-the-badge" alt="340 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>
 
-323 tools. 63 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
+340 tools. 64 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
 
 ```bash
 npm install -g jaz-clio
@@ -18,8 +18,8 @@ Requires **Node.js 18+** ([nodejs.org](https://nodejs.org)). Also fully compatib
 ## Contents
 
 - [Three Ways In](#three-ways-in) · CLI, MCP, Skills
-- [CLI](#cli) · 63 command groups
-- [MCP Server](#mcp-server) · 323 tools for AI agents
+- [CLI](#cli) · 64 command groups
+- [MCP Server](#mcp-server) · 340 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
@@ -47,13 +47,13 @@ clio invoices search --query 'status:unpaid AND $500+'  # Structured per-entity
 clio invoices search --query 'status:unpaid' --view lean # Compact summary rows (id + key fields), then drill in with get
 ```
 
-63 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
+64 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
 
 ---
 
 ## MCP Server
 
-323 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
+340 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: 5.20.30
+version: 5.20.31
 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
@@ -31,7 +31,7 @@ The rest of this skill — field names, gotchas, error catalog, dependency order
 
 **Core fundamentals (read first, every integration):** Identifiers & Dates 1–3; Names & Fields 9–13; Transaction Creation 14–16; Chart of Accounts 17–22; Payments / Cross-Currency 4–8; Journals & Cash 23–26; Credit Notes & Refunds 27–28; Reports 36–37; Tax Profile Scoping 100; Transaction References 104; Draft Finalization Pipeline 81–88; Jaz Magic / PDF-JPG 57–63; Currency Rates 39, 49, 105; Withholding Tax 45, 98.
 
-**Integration depth (API clients, pipelines, batch jobs, MCP/CLI):** Bulk Upsert (Items/Contacts/Rates); Background Jobs (filter `resourceId` not `jobId`); Export Records; Pagination (38); Search & Filter (50–56); Response Shape Gotchas (66–73); Cash Entry Response Shape (74–77); Entity Resolution (78–80); Bank Rules (89–90c); Fixed Assets (91–92c); Subscriptions & Scheduled (93–94); niche endpoints (95–102); Journals balance (103); Quick Fix (107, 111); TTB (108); Dynamic Strings (109–110); Sub-Resource Shapes (112); Nano-Classifier (113); Scheduler Asymmetry (114); Payment Record CRUD (115–117); Bulk Upserts transactions (118–122); Reconciliation write-side (123–127); Drafts lifecycle (128–135); Orders — Sale Quotes / Sale Orders / Purchase Requests / Purchase Orders (`references/orders.md`); Claim Settings — Claim Types / Claim Profiles / Posting Rules (`references/claims.md`).
+**Integration depth (API clients, pipelines, batch jobs, MCP/CLI):** Bulk Upsert (Items/Contacts/Rates); Background Jobs (filter `resourceId` not `jobId`); Export Records; Pagination (38); Search & Filter (50–56); Response Shape Gotchas (66–73); Cash Entry Response Shape (74–77); Entity Resolution (78–80); Bank Rules (89–90c); Fixed Assets (91–92c); Subscriptions & Scheduled (93–94); niche endpoints (95–102); Journals balance (103); Quick Fix (107, 111); TTB (108); Dynamic Strings (109–110); Sub-Resource Shapes (112); Nano-Classifier (113); Scheduler Asymmetry (114); Payment Record CRUD (115–117); Bulk Upserts transactions (118–122); Reconciliation write-side (123–127); Drafts lifecycle (128–135); Orders — Sale Quotes / Sale Orders / Purchase Requests / Purchase Orders (`references/orders.md`); Claims — records / lifecycle / bulk + Claim Settings (`references/claims.md`).
 
 ## When to Use This Skill
 

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

@@ -1,4 +1,58 @@
-# Claim Settings — Claim Types, Claim Profiles, Posting Rules
+# Claims — Records, Lifecycle, Bulk + Claim Settings
+
+The employee-expense **Claims** feature. This reference covers the **claim records**
+(search / edit / lifecycle / bulk) and the **Claim Settings** master data (types /
+profiles / posting rules). Claim → journal conversion + employee payouts are a
+separate surface.
+
+## Claim records (`claims` + `claim_processing` namespaces)
+
+CLI: `clio claims …`. **Claims have no bare list or create** — a claim is born DRAFT
+via document attachment or conversion, then mutated. List = `search_claims`.
+
+### Status flow (server-enforced — surface the 422, don't pre-validate)
+
+`DRAFT → SUBMITTED → APPROVED → CONVERTED` (CONVERTED = the customer-facing
+**"Processed"**), with `REJECTED` / `CANCELLED` branches.
+
+| Action | Tool | Legal from | Body |
+|--------|------|-----------|------|
+| Edit | `update_claim` | DRAFT | partial; `claimItems` non-empty REPLACES all, `[]` clears |
+| Submit | `submit_claim` (or `update_claim` saveAsDraft=false) | DRAFT | none |
+| Approve | `approve_claim` | SUBMITTED | none |
+| Reject | `reject_claim` | SUBMITTED / APPROVED | `rejectionReason` (1-1000) |
+| Cancel | `cancel_claim` | DRAFT / SUBMITTED | `cancellationReason` (1-1000) |
+| Unpost | `unpost_claim` | CONVERTED | none (reverses conversion → APPROVED) |
+| Delete | `delete_claim` | DRAFT / REJECTED / CANCELLED | none |
+
+Single lifecycle ops are **SYNC** and return the updated claim. Illegal transitions
+return `422` with a clear code, e.g. `CLAIM_NOT_SUBMITTABLE` ("Only DRAFT claims can
+be submitted (current status: APPROVED)"). Don't pre-check — call and surface the error.
+
+### Bulk actions are ASYNC
+
+`bulk_submit / approve / reject / cancel / delete_claims` (max 500 ids) return **HTTP 202**
++ a job handle `{ jobId, subscriptionFBPath, status: "QUEUED", totalRecords, totalChunks }`.
+Per-item processing happens in the background — **poll `search_background_jobs` by `jobId`**
+for results (a queued job doesn't pre-validate item state). bulk_reject/cancel take one
+shared reason for the batch.
+
+### Update semantics (verified live)
+
+`update_claim` is **partial**: omitted fields are unchanged; no GET-merge needed for
+scalars. `claimItems` is a **full replacement set** (non-empty replaces every line,
+`[]` clears, omit = no change). Attachments are per-row upsert (resourceId = edit, omit =
+add, `deleted:true` = remove); `delete_claim_attachment` removes one and returns the claim.
+`contactResourceId` and `vendorName` are mutually exclusive.
+
+### Pickers (bare arrays)
+
+`get_claim_tracking_tags` and `get_claim_custom_field_values` return a **bare array**,
+not a `{data}` envelope.
+
+---
+
+## Claim Settings (`claim_settings` + `posting_rules` namespaces)
 
 Configuration for the employee-expense **Claims** feature (Settings → Claim Settings).
 Three master-data entities, each with full CRUD + search. Employees, claims, and

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.20.30
+version: 5.20.31
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,
@@ -8,7 +8,7 @@ description: >-
   command groups, auth precedence, output formats, entity resolution, and common
   workflow patterns. Also use when the user asks how to use clio, what commands
   are available, or how to automate accounting tasks from the command line.
-  Covers all 63 command groups and 323 tools.
+  Covers all 64 command groups and 340 tools.
 license: MIT
 compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
 ---
@@ -17,7 +17,7 @@ compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
 
 > **Audience note:** for power users and CI/automation. Load this skill only when you're scripting from a terminal, building shell pipelines, or debugging from `clio --json` output. For day-to-day accounting inside Claude Desktop / Cowork, the MCP tools cover the common flows without dropping to the CLI.
 
-You are working with **Clio** (`jaz-clio`) — the CLI for the Jaz accounting platform. 63 command groups, 13 calculators, 12 job blueprints, 323 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
+You are working with **Clio** (`jaz-clio`) — the CLI for the Jaz accounting platform. 64 command groups, 13 calculators, 12 job blueprints, 340 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
 
 ## When to Use This Skill
 

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.20.30
+version: 5.20.31
 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: 5.20.30
+version: 5.20.31
 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: 5.20.30
+version: 5.20.31
 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: 5.20.30
+version: 5.20.31
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/assets/templates/platform-rules/jaz-agent-rules.md

@@ -6,7 +6,7 @@ Source of truth lives in the installed skills (`.claude/skills/jaz-*/SKILL.md` o
 
 ## Discovery
 
-The Jaz MCP server exposes 323 tools across 38 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
+The Jaz MCP server exposes 340 tools across 40 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
 
 1. `search_tools(query)` → top-N tool names + namespaces.
 2. `describe_tools(names)` → full parameter schemas.