jaz-clio 5.20.4 → 5.20.6

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-283-blue?style=for-the-badge" alt="283 Tools">
+  <img src="https://img.shields.io/badge/tools-289-blue?style=for-the-badge" alt="289 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>
 
-283 tools. 13 financial calculators. 12 job playbooks. 130 API rules. 16 IFRS recipes.
+289 tools. 58 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
 
 ```bash
 npm install -g jaz-clio
@@ -17,18 +17,18 @@ Requires **Node.js 18+** ([nodejs.org](https://nodejs.org)). Also fully compatib
 
 ## Contents
 
-- [Three Ways In](#three-ways-in) — CLI, MCP, Skills
-- [CLI](#cli) — 55 command groups
-- [MCP Server](#mcp-server) — 283 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
+- [Three Ways In](#three-ways-in) · CLI, MCP, Skills
+- [CLI](#cli) · 58 command groups
+- [MCP Server](#mcp-server) · 289 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
 
 ## Three Ways In
 
 | | What happens | Try it |
 |---|---|---|
-| **CLI** | 57 command groups, every accounting operation | `clio invoices list` |
+| **CLI** | Every accounting operation as a command | `clio invoices list` |
 | **MCP** | Plug into Claude Code, Cursor, Codex, Copilot | `clio mcp` |
 | **Skills** | Teach any AI tool the Jaz API | `clio init` |
 
@@ -47,15 +47,15 @@ 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
 ```
 
-55 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
+58 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
 
 ---
 
 ## MCP Server
 
-289 CLI tools, available to any AI agent that speaks MCP. Runs locally — no cloud, no ports.
+289 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
 
-> **No install at all?** Claude.ai, ChatGPT, and Cowork can use Jaz via the **hosted connector** — add `https://mcp.jaz.ai/mcp` as a custom connector and sign in (OAuth, no key). The local setup below is for terminal use, scripting, and editors that run MCP servers as local processes.
+> **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.
 
 **Claude Code:**
 ```bash
@@ -75,7 +75,7 @@ claude mcp add jaz -- npx jaz-clio mcp
 }
 ```
 
-**Multi-org** — comma-separated keys or a personal access token:
+**Multi-org**: comma-separated keys or a personal access token:
 ```json
 { "env": { "JAZ_API_KEY": "jk-org1-key,jk-org2-key" } }
 ```
@@ -84,7 +84,7 @@ claude mcp add jaz -- npx jaz-clio mcp
 
 ## Skills
 
-141 production-tested API rules. Field name mappings. Error recovery patterns. 12 job playbooks. Installable into any AI-aware project.
+158 API rules from production testing. Field-name maps. Error-recovery patterns. 12 job playbooks. Installable into any AI-aware project.
 
 ```bash
 clio init                            # auto-detect tool + install skills + agent-rules
@@ -109,13 +109,7 @@ clio auth whoami              # Verify
 
 ## Help-center semantic search (optional)
 
-`search_help_center` ships with built-in BM25 lexical search over the bundled help-center corpus and a precomputed embedding index. Set `CLIO_HELP_CENTER_OPENAI_API_KEY` to enable hybrid retrieval (semantic + BM25 via RRF) — strict opt-in, no fallback to other OpenAI env vars.
-
-When set, the CLI sends embedding requests for **only the user's query** to `https://api.openai.com/v1/embeddings` and nowhere else. The precomputed article vectors are locked to `text-embedding-3-small`; keys for other embedding models will be silently unused since cosine similarity requires the same model on both sides.
-
-Recommended posture: create a project-scoped OpenAI key restricted to embedding models with a low monthly cap. On auth failure (401/403) the CLI prints a single warning to stderr and falls back to BM25 — subsequent failures stay silent.
-
-**CLI-only.** The MCPB bundle ships without the embedding index (~2.6 MB skipped for bundle weight), so `CLIO_HELP_CENTER_OPENAI_API_KEY` has no effect for MCPB installs — those continue to use BM25 only regardless of whether the env var is set.
+`search_help_center` uses built-in BM25 lexical search over the bundled help-center corpus. Set `CLIO_HELP_CENTER_OPENAI_API_KEY` to add semantic retrieval: the CLI embeds only your query via the OpenAI embeddings API (`text-embedding-3-small`, the model the bundled index was built with) and merges both rankings. On auth failure it warns once and falls back to BM25. Use a project-scoped key restricted to embedding models with a low monthly cap. CLI-only: MCPB installs ship without the embedding index and always use BM25.
 
 ## Privacy
 

package/assets/skills/api/SKILL.md

@@ -1,9 +1,9 @@
 ---
 name: jaz-api
-version: 5.20.4
+version: 5.20.6
 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
+  REST API. Covers field names, response shapes, 158 production gotchas, error
   recovery (422/400/404/500), search filters, pagination, and edge cases for
   every endpoint — invoices, bills, credit notes, journals, cash entries,
   payments, contacts, CoA, items, tax profiles, bank records, fixed assets,

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.20.4
+version: 5.20.6
 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 55 command groups and 274 agent tools.
+  Covers all 58 command groups and 289 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. 55 command groups, 13 calculators, 12 job blueprints, 274 agent 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. 58 command groups, 13 calculators, 12 job blueprints, 289 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: 5.20.4
+version: 5.20.6
 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: 5.20.4
+version: 5.20.6
 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: 5.20.4
+version: 5.20.6
 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: 5.20.4
+version: 5.20.6
 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 289 tools across 37 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
+The Jaz MCP server exposes 289 tools across 35 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.

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.20.4",
+  "version": "5.20.6",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {