jaz-clio 5.20.31 → 5.20.32

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-340-blue?style=for-the-badge" alt="340 tools">
+  <img src="https://img.shields.io/badge/tools-345-blue?style=for-the-badge" alt="345 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>
 
-340 tools. 64 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
+345 tools. 64 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) · 64 command groups
-- [MCP Server](#mcp-server) · 340 tools for AI agents
+- [MCP Server](#mcp-server) · 345 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
 
-340 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
+345 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: 5.20.31
+version: 5.20.32
 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

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

@@ -50,6 +50,32 @@ add, `deleted:true` = remove); `delete_claim_attachment` removes one and returns
 `get_claim_tracking_tags` and `get_claim_custom_field_values` return a **bare array**,
 not a `{data}` envelope.
 
+### Conversion + payouts (`claim_processing`)
+
+Turn APPROVED claims into journal entries, and record books-only employee payouts.
+
+- **`preview_claims_conversion`** (read) — shows the journals a batch would produce:
+  `{ expenseSubTotal, previewJournals, reimbursementDceCount, skippedDceCount }`, with
+  non-APPROVED claims under `erroredClaims`. **Always preview and confirm `erroredClaims`
+  is empty before converting.** Needs a default posting rule or an explicit
+  `postingRuleResourceId` (else `422 AGGREGATION_RULE_NOT_FOUND`).
+- **`convert_claims_to_journal`** (write, atomic) — `valueDate` (YYYY-MM-DD) required;
+  `idempotencyKey` auto-generated (pass your own to dedup across calls; it must NOT start
+  with `CONV:` / `CONV-`). Returns `{ committedJournalResourceIds, convertedClaimResourceIds,
+  expenseSubTotal, idempotencyKey }`; the claim moves to **CONVERTED** ("Processed").
+  Reverse with `unpost_claim`.
+- **Payout flow**: `POST` (journals only) or `POST_AND_RECORD` (+ a books-only
+  reimbursement DCE). The real-money **disburse** path (PayMongo) is **not exposed** — this
+  surface records, it never disburses.
+- **`record_employee_payout`** (write) — a books-only DCE (reimbursement or advance), no
+  gateway transfer; `amount` / `paymentAccountResourceId` / `valueDate` required, `reference`
+  auto-generated. **`search_employee_payouts`** lists them (filter by employee, reference,
+  payout status/type).
+- **`create_claim_from_attachment`** (write, multipart) — OCR a receipt URL into a DRAFT
+  claim. **Wire field is `sourceURL` (capital URL)** — unlike the BT create-from-attachment's
+  `sourceUrl`. Response is an async workflow handle; the claim materialises later (search
+  claims, status DRAFT).
+
 ---
 
 ## Claim Settings (`claim_settings` + `posting_rules` namespaces)

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.20.31
+version: 5.20.32
 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 64 command groups and 340 tools.
+  Covers all 64 command groups and 345 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. 64 command groups, 13 calculators, 12 job blueprints, 340 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, 345 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: 5.20.31
+version: 5.20.32
 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: 5.20.31
+version: 5.20.32
 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: 5.20.31
+version: 5.20.32
 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: 5.20.31
+version: 5.20.32
 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 340 tools across 40 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
+The Jaz MCP server exposes 345 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.