jaz-clio 5.20.32 → 5.20.34

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Files changed (11) hide show
  1. package/README.md +6 -6
  2. package/assets/skills/api/SKILL.md +2 -2
  3. package/assets/skills/api/references/claims.md +24 -0
  4. package/assets/skills/cli/SKILL.md +3 -3
  5. package/assets/skills/conversion/SKILL.md +1 -1
  6. package/assets/skills/jaz-pseudo-sql/SKILL.md +1 -1
  7. package/assets/skills/jobs/SKILL.md +1 -1
  8. package/assets/skills/transaction-recipes/SKILL.md +1 -1
  9. package/assets/templates/platform-rules/jaz-agent-rules.md +1 -1
  10. package/cli.mjs +449 -449
  11. package/package.json +1 -1
package/README.md CHANGED
@@ -3,11 +3,11 @@
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  <p align="center">
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  <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>
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  <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>
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- <img src="https://img.shields.io/badge/tools-345-blue?style=for-the-badge" alt="345 tools">
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+ <img src="https://img.shields.io/badge/tools-354-blue?style=for-the-badge" alt="354 tools">
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  <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>
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  </p>
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- 345 tools. 64 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
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+ 354 tools. 65 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
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  ```bash
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  npm install -g jaz-clio
@@ -18,8 +18,8 @@ Requires **Node.js 18+** ([nodejs.org](https://nodejs.org)). Also fully compatib
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  ## Contents
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  - [Three Ways In](#three-ways-in) · CLI, MCP, Skills
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- - [CLI](#cli) · 64 command groups
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- - [MCP Server](#mcp-server) · 345 tools for AI agents
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+ - [CLI](#cli) · 65 command groups
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+ - [MCP Server](#mcp-server) · 354 tools for AI agents
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  - [Skills](#skills) · Teach any AI the Jaz API
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  - [Setup](#setup) · Auth, multi-org, automation
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  - [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
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  clio invoices search --query 'status:unpaid' --view lean # Compact summary rows (id + key fields), then drill in with get
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  ```
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- 64 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
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+ 65 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
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  ---
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  ## MCP Server
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- 345 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
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+ 354 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
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  > **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.
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package/assets/skills/api/SKILL.md CHANGED
@@ -1,6 +1,6 @@
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  ---
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  name: jaz-api
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- version: 5.20.32
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+ version: 5.20.34
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  description: >-
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  Use this skill whenever you call, debug, or review code that touches the Jaz
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  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
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  **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.
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- **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`).
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+ **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 + conversion + payouts + Employees + Claim Settings (`references/claims.md`).
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  ## When to Use This Skill
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package/assets/skills/api/references/claims.md CHANGED
@@ -78,6 +78,30 @@ Turn APPROVED claims into journal entries, and record books-only employee payout
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  ---
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+ ## Employees (`employees` namespace)
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+
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+ The expense-claim members. CLI: `clio employees …`. `list = search_employees` (no
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+ bare list endpoint).
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+
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+ - **`add_employee`** — `name` + **`userResourceId` are required** (the server rejects
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+ a create without a user to bind: `422 EMPLOYEE_USER_RESOURCE_ID_MISSING`). Binding is
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+ **PERMANENT**. A claim profile is required too (the org default applies if omitted).
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+ Dedups by email (per-org unique).
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+ - **`update_employee`** — partial (omit = no change; email `""` clears). **Archive with
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+ `active: false`** (reversible — prefer over `delete_employee`). `userResourceId` is NOT
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+ editable here; use **`bind_employee_user`** (one-way, permanent). `clearEmploymentType`
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+ unsets the classification.
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+ - **`delete_employee`** — server validates the employee is settled (else error). Prefer archive.
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+ - **`search_employees`** / **`search_employee_balances`** — the second is the balance
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+ directory (per-currency reimbursement owed). `search_employee_payouts` lives in `claim_processing`.
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+ - **EmploymentType**: `FULL_TIME` `PART_TIME` `CONTRACTOR` `INTERN` `TEMPORARY` `CONSULTANT`.
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+ - **Import**: `preprocess_employees_file` (sync — pass a sheet `fileUrl`, returns a row
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+ preview) → `import_employees` (`create`/`update`/`delete` arrays, **max 100 each**;
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+ sync-validates rows with row-level 422s, then queues an async job — poll
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+ `search_background_jobs`). Create rows need a bound user + claim profile.
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+
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+ ---
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+
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  ## Claim Settings (`claim_settings` + `posting_rules` namespaces)
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  Configuration for the employee-expense **Claims** feature (Settings → Claim Settings).
package/assets/skills/cli/SKILL.md CHANGED
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  ---
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  name: jaz-cli
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- version: 5.20.32
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+ version: 5.20.34
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  description: >-
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  Use this skill when running Clio CLI commands, building shell scripts with
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  Clio, debugging auth issues, understanding --json output, paginating results,
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  command groups, auth precedence, output formats, entity resolution, and common
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  workflow patterns. Also use when the user asks how to use clio, what commands
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  are available, or how to automate accounting tasks from the command line.
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- Covers all 64 command groups and 345 tools.
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+ Covers all 65 command groups and 354 tools.
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  license: MIT
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  compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
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  ---
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  > **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.
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- 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).
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+ You are working with **Clio** (`jaz-clio`) — the CLI for the Jaz accounting platform. 65 command groups, 13 calculators, 12 job blueprints, 354 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
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  ## When to Use This Skill
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package/assets/skills/conversion/SKILL.md CHANGED
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  name: jaz-conversion
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- version: 5.20.32
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+ version: 5.20.34
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  description: >-
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  Use this skill when migrating accounting data into Jaz — importing from Xero,
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  QuickBooks, Sage, MYOB, or Excel exports. Covers the full conversion pipeline:
package/assets/skills/jaz-pseudo-sql/SKILL.md CHANGED
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  ---
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  name: jaz-pseudo-sql
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- version: 5.20.32
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+ version: 5.20.34
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  description: >-
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  Use this skill when answering ad-hoc data questions that aren't covered by
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  download_export (canonical reports — anomaly, audit, aging, P&L, BS, GL,
package/assets/skills/jobs/SKILL.md CHANGED
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  ---
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  name: jaz-jobs
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- version: 5.20.32
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+ version: 5.20.34
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  description: >-
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  Use this skill for recurring accounting workflows — month/quarter/year-end
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  close, bank reconciliation, GST/VAT filing, payment runs, credit control,
package/assets/skills/transaction-recipes/SKILL.md CHANGED
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  ---
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  name: jaz-recipes
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- version: 5.20.32
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+ version: 5.20.34
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  description: >-
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  Use this skill when modeling complex multi-step accounting transactions —
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  anything that spans multiple periods, involves changing amounts, or requires
package/assets/templates/platform-rules/jaz-agent-rules.md CHANGED
@@ -6,7 +6,7 @@ Source of truth lives in the installed skills (`.claude/skills/jaz-*/SKILL.md` o
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  ## Discovery
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- The Jaz MCP server exposes 345 tools across 40 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
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+ The Jaz MCP server exposes 354 tools across 41 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
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  1. `search_tools(query)` → top-N tool names + namespaces.
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  2. `describe_tools(names)` → full parameter schemas.