jaz-clio 5.32.0 → 5.32.1

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.32.0
+version: 5.32.1
 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
@@ -539,7 +539,7 @@ When the user wants to OPEN, SEE, or SHARE something in the Jaz dashboard ("open
     - **`reconcile_magic_match`** — bulk-accept MAGIC_MATCH suggestions (max 500 entries). Returns `{reconciled[], failed[]}` — a 200 with non-empty `failed[]` is a PARTIAL success (per-entry `errorCode`); loop on failed only. Entry-level idempotency-keyed server-side (re-submit returns done entries in `reconciled[]`).
     - **`reconcile_learned_prediction`** — accept an ML prediction. `predictedPayload` + `predictedPayloadSchemaVersion` come VERBATIM from a `view_auto_reconciliation` (MAGIC_RECONCILE_WITH_CASH_IN_OUT) suggestion — never hand-construct. `retryToken` forces a fresh journal on edit-retry; omit for idempotent replay. On failure (stale payload), fall back to `reconcile_with_payments` — don't retry the blob.
 
-159. **`view_auto_reconciliation` returns execution-ready `suggestions[]` — the suggestion→commit seam.** Each suggestion carries `recommendedTool` (the commit tool to call), `execute` (ready-to-pass args — merge `bankAccountResourceId` for `reconcile_magic_match`), `confidenceTier` (high/medium/low, code-derived), and `autoCommitEligible` (true ⇒ high confidence + executable plan + under any `autoCommitMaxAmount` cap). **Decision gate:** `autoCommitEligible===true` → auto-commit via `recommendedTool`+`execute`; everything else → surface for confirmation. **Amount threshold is a HARD VETO over confidence** (pass `autoCommitMaxAmount`). Field mapping under the hood: `cftBtResourceId`→`cashflowTransactionResourceId` (single → `reconcile_with_payments`), `cftBtResourceIds[]`/`isBatch`→`matchedBusinessTransactions` (batch → `reconcile_magic_match`), `recommendationType`→tool, `confidenceScore`→tier. Pass `includeRaw:true` for the unmapped payload. On 500 (high-volume OOM) it returns `{degraded:true}` — scope by period or use the `clio jobs bank-recon match` cascade. NOT idempotent applies to every commit — see Rules 125 + 158.
+159. **`view_auto_reconciliation` returns execution-ready `suggestions[]` — the suggestion→commit seam.** **`bankStatementEntryResourceIds` is REQUIRED — the endpoint is per-entry and has no account-wide mode; source ids from `search_bank_records` (status `UNRECONCILED`).** Each suggestion carries `recommendedTool` (the commit tool to call), `execute` (ready-to-pass args — merge `bankAccountResourceId` for `reconcile_magic_match`), `confidenceTier` (high/medium/low, code-derived), and `autoCommitEligible` (true ⇒ high confidence + executable plan + under any `autoCommitMaxAmount` cap). **Decision gate:** `autoCommitEligible===true` → auto-commit via `recommendedTool`+`execute`; everything else → surface for confirmation. **Amount threshold is a HARD VETO over confidence** (pass `autoCommitMaxAmount`). Field mapping under the hood: `cftBtResourceId`→`cashflowTransactionResourceId` (single → `reconcile_with_payments`), `cftBtResourceIds[]`/`isBatch`→`matchedBusinessTransactions` (batch → `reconcile_magic_match`), `recommendationType`→tool, `confidenceScore`→tier. Pass `includeRaw:true` for the unmapped payload. Cost tracks the entries you pass — batch large backlogs. On 500 it returns `{degraded:true}` — use the `clio jobs bank-recon match` cascade. NOT idempotent applies to every commit — see Rules 125 + 158.
 
 ## See Also
 

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.32.0
+version: 5.32.1
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,

package/assets/skills/cli/references/command-catalog.md

@@ -300,7 +300,7 @@ EmploymentType: `FULL_TIME` · `PART_TIME` · `CONTRACTOR` · `INTERN` · `TEMPO
 | `records <accountId>` | `--from`, `--to`, `--status`, `--description`, `--limit`, `--offset`, `--all` |
 | `add-records <accountId>` | `--input` (JSON array of bank records) |
 | `import <accountId> <file>` | Supports CSV, OFX, XLS, XLSX |
-| `auto-recon <accountId>` | Trigger auto-reconciliation |
+| `auto-recon` | READ-ONLY reconciliation suggestions. `--type <workflow>` and `--entries <id,...>` are both REQUIRED (per-entry; no account-wide mode). `--account` optional. |
 
 ### `clio bank-rules` — Bank reconciliation rules
 | Subcommand | Key flags |

package/assets/skills/cli/references/common-workflows.md

@@ -50,8 +50,9 @@ BANK_ID="<bank-account-resourceId>"
 # Import statement file (CSV, OFX, XLS, or XLSX)
 clio bank import "$BANK_ID" ./march-2026-statement.csv
 
-# Trigger auto-reconciliation
-clio bank auto-recon "$BANK_ID"
+# Reconciliation suggestions (READ-ONLY, per-entry — --type and --entries are required)
+ENTRY_IDS=$(clio bank records "$BANK_ID" --status UNRECONCILED --limit 20 --json | jq -r '[.data[].resourceId] | join(",")')
+clio bank auto-recon --account "$BANK_ID" --type MAGIC_MATCH --entries "$ENTRY_IDS"
 
 # Review unreconciled records
 clio bank records "$BANK_ID" --status UNRECONCILED --from 2026-03-01 --to 2026-03-31 --json

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.32.0
+version: 5.32.1
 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-kit/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-kit
-version: 5.32.0
+version: 5.32.1
 description: >-
   Use this skill when an accountant, bookkeeper, or owner is running real books
   in Jaz across one or more organizations from the terminal — setting up a

package/assets/skills/jaz-pseudo-sql/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-pseudo-sql
-version: 5.32.0
+version: 5.32.1
 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: 5.32.0
+version: 5.32.1
 description: >-
   Use this skill for recurring accounting workflows — month/quarter/year-end
   close, bank reconciliation, GST/VAT filing, payment runs, credit control,
@@ -55,7 +55,7 @@ Period-close jobs build on each other. Quarter = month + extras. Year = quarter
 
 | Job | CLI (local convenience) | Description |
 |-----|-------------------------|-------------|
-| **Bank Recon** | `clio jobs bank-recon` | Clear unreconciled items: match, categorize, resolve. **Match to EXISTING open bills/invoices/payments (`reconcile_with_payments`) is the primary path — create-new only when nothing matches.** Drive end-to-end via the `view_auto_reconciliation` decision gate (auto-commit high-confidence, checkpoint the rest — see `references/bank-recon.md` Step 4a). Cascade matcher: `clio jobs bank-recon match`. |
+| **Bank Recon** | `clio jobs bank-recon` | Clear unreconciled items: match, categorize, resolve. **Match to EXISTING open bills/invoices/payments (`reconcile_with_payments`) is the primary path — create-new only when nothing matches.** Drive end-to-end via the `view_auto_reconciliation` decision gate — per-entry, so fetch ids with `search_bank_records` first (auto-commit high-confidence, checkpoint the rest — see `references/bank-recon.md` Step 4a). Cascade matcher: `clio jobs bank-recon match`. |
 | **Document Collection** | `clio jobs document-collection` | Scan and classify client documents from local directories and cloud links (Dropbox, Drive, OneDrive). Outputs file paths for upload via Jaz Magic. Ingest helper: `clio jobs document-collection ingest`. |
 | **GST/VAT Filing** | `clio jobs gst-vat --period YYYY-QN` | Tax ledger review, discrepancy check, filing summary. |
 | **Payment Run** | `clio jobs payment-run` | Select outstanding bills by due date, process payments. |

package/assets/skills/jobs/references/bank-recon.md

@@ -9,7 +9,7 @@
 - **`search_accounts(filter: {accountType: {eq: 'Bank Accounts'}})`** — step 1 alternative: same data via standard CoA-search envelope if downstream wants pagination.
 - **`search_bank_records(accountResourceId: <id>, status: 'UNRECONCILED', valueDateRange: {from, to}, limit: 200, sort: 'valueDate:asc')`** — step 2: per-account work queue.
 - **`search_bank_records(accountResourceId: <id>, status: 'POSSIBLE_DUPLICATE')`** — step 3: handle dups FIRST or you'll double-create reconciling them.
-- **`view_auto_reconciliation(bankAccountResourceId: <id>, recommendationType: 'MAGIC_MATCH' | 'MAGIC_RECONCILE_WITH_CASH_TRANSFER' | 'MAGIC_RECONCILE_WITH_BANK_RULE' | 'MAGIC_QUICK_RECONCILE' | 'MAGIC_RECONCILE_WITH_CASH_IN_OUT', autoCommitMaxAmount?: <number>)`** — step 4: READ-ONLY auto-match suggestions. Returns **execution-ready `suggestions[]`** — each carries `recommendedTool`, `execute` (ready-to-pass args), `confidenceTier`, and `autoCommitEligible`. This is the entry point for the auto-match decision gate (step 4a). `MAGIC_RECONCILE_WITH_CASH_IN_OUT` returns Learned-Predictions. Does NOT write. NOTE: 500 quirk on high-volume accounts → degrades to `{degraded:true}`; scope by period or fall back to the cascade matcher (see error table).
+- **`view_auto_reconciliation(bankStatementEntryResourceIds: [<id>, ...], recommendationType: 'MAGIC_MATCH' | 'MAGIC_RECONCILE_WITH_CASH_TRANSFER' | 'MAGIC_RECONCILE_WITH_BANK_RULE' | 'MAGIC_QUICK_RECONCILE' | 'MAGIC_RECONCILE_WITH_CASH_IN_OUT', bankAccountResourceId?: <id>, autoCommitMaxAmount?: <number>)`** — step 4: READ-ONLY auto-match suggestions. **`bankStatementEntryResourceIds` is REQUIRED — this endpoint is per-entry and there is no account-wide mode.** Source the ids from `search_bank_records` with status `UNRECONCILED`. Pass `bankAccountResourceId` too: it is merged into each suggestion's `execute` args for `reconcile_magic_match`. Returns **execution-ready `suggestions[]`** — each carries `recommendedTool`, `execute` (ready-to-pass args), `confidenceTier`, and `autoCommitEligible`. This is the entry point for the auto-match decision gate (step 4a). `MAGIC_RECONCILE_WITH_CASH_IN_OUT` returns Learned-Predictions. Does NOT write. NOTE: cost tracks the entries you pass — batch large backlogs. On a 500 it degrades to `{degraded:true}`; fall back to the cascade matcher (see error table).
 - **`search_cashflow_transactions(filter: {organizationAccountResourceId: <bank-id>, totalAmount: {eq: <amt>}, valueDate: {between: [<-3d>, <+3d>]}})`** — step 5 manual match: search book-side transactions for the same amount within ±3 day window.
 
 ### Platform tools — execute reconciliation (NOT idempotent — see error table)
@@ -119,7 +119,7 @@ Returns matches with confidence scores: `exact` (Phase 1 hash), `fuzzy-high` (Ph
 
 ## Step 4a — Auto-match decision gate (the end-to-end driver)
 
-Call `view_auto_reconciliation`. It returns execution-ready `suggestions[]`. On high-volume accounts the engine can 500 (OOM) and the tool returns `{degraded:true}` — recover via the `clio jobs bank-recon match` cascade matcher (Step 4, above), which doesn't hit this endpoint. Walk the suggestions:
+Call `search_bank_records` (status `UNRECONCILED`) to get the entry ids, then `view_auto_reconciliation` with `bankStatementEntryResourceIds`. It returns execution-ready `suggestions[]`. On high-volume accounts the engine can 500 (OOM) and the tool returns `{degraded:true}` — recover via the `clio jobs bank-recon match` cascade matcher (Step 4, above), which doesn't hit this endpoint. Walk the suggestions:
 
 - **`autoCommitEligible === true`** (high confidence, has an `execute` plan, under any amount cap) → **auto-commit**: call the suggestion's `recommendedTool` with its `execute` args. For many high-confidence matches, prefer ONE `reconcile_magic_match` call (server idempotency-keyed) over looping `reconcile_with_payments` (non-idempotent).
 - **everything else** (medium/low tier, `recommendedTool` undefined, CREATE-NEW, or amount over threshold) → **checkpoint**: surface to the user for confirmation. **The amount threshold is a HARD VETO over confidence** — a high-confidence but large match still checkpoints (pass `autoCommitMaxAmount` to enforce in code).

package/assets/skills/jobs/references/month-end-close.md

@@ -20,7 +20,7 @@
 - **`plan_recipe(recipe: 'ecl', ...)`** — step 13: top-up bad-debt provision based on `generate_aged_ar` buckets.
 
 ### Platform tools — reconciliation execution
-- **`view_auto_reconciliation(bankAccountResourceId: <id>)`** — step 3: READ-ONLY suggestions (does NOT write).
+- **`view_auto_reconciliation(bankStatementEntryResourceIds: [<id>, ...])`** — step 3: READ-ONLY suggestions (does NOT write). Per-entry only; source ids from `search_bank_records` (status `UNRECONCILED`).
 - **`apply_bank_rule(...)`** — step 3: rule-driven recon.
 - **`quick_reconcile(...)` / `reconcile_direct_cash_entry(...)` / `reconcile_cash_journal(...)` / `reconcile_manual_journal(...)` / `reconcile_cash_transfer(...)` / `reconcile_invoice_receipt(...)` / `reconcile_bill_receipt(...)`** — step 3: per matched pair from the cascade.
 
@@ -76,7 +76,7 @@ For each bank account:
 1. If you don't already have the account's resourceId: `list_bank_accounts()`, match by `name + currency`, confirm with the user.
 2. `search_bank_records(accountResourceId: <bank account resourceId>, status: 'UNRECONCILED', valueDateRange: {from: '2025-01-01', to: '2025-01-31'}, limit: 200, sort: 'valueDate:asc')`.
 3. If results: drive the 5-phase cascade matcher (Step 4 in `bank-recon.md`; local CLI: `clio jobs bank-recon match --input <records> --tolerance 0.01 --date-window 14 --json`). For each match, invoke the matching `reconcile_*` tool.
-4. `view_auto_reconciliation(bankAccountResourceId: <id>, recommendationType: 'MAGIC_MATCH')` — READ-ONLY suggestions for residuals; commit via `quick_reconcile` / `apply_bank_rule` / per-entry `reconcile_*`.
+4. `view_auto_reconciliation(bankStatementEntryResourceIds: [<id>, ...], recommendationType: 'MAGIC_MATCH')` — READ-ONLY suggestions for residuals (per-entry; get ids from `search_bank_records`, status `UNRECONCILED`); commit via `quick_reconcile` / `apply_bank_rule` / per-entry `reconcile_*`.
 5. `generate_bank_recon_summary(period_end: '2025-01-31', accountResourceId: <id>)`. Confirm `unreconciledCount == 0` OR document the residuals for the period and surface to the user.
 
 Full detail in `bank-recon.md`. NOT idempotent — see error table.

package/assets/skills/transaction-recipes/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.32.0
+version: 5.32.1
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/cli.mjs

@@ -820,7 +820,7 @@ Required: name, appliesToReconciliationAccount (bank account UUID, no "ResourceI
 
 configuration MUST nest under reconcileWithDirectCashEntry: reference (REQUIRED), amountAllocationType ("PERCENTAGE" | "FIXED" \u2014 don't send "FIXED_AND_PERCENTAGE"), percentageAllocation[] / fixedAllocation[] of { organizationAccountResourceId, amount }. Advanced: column-value mapping \u2014 amountSourceColumnKey + the *Map fields drive amount/account/tax/classifier/contact/tags from a bank column (amount XOR amountSourceColumnKey).
 
-Optional fields, the minimum payload, and the mapping shape: jaz-api skill (bank rules). Dynamic strings: {{bankReference}}, {{bankPayee}}, {{bankDescription}}.`,params:{name:{type:"string",description:"Rule name \u2014 supports dynamic strings: {{bankReference}}, {{bankPayee}}, {{bankDescription}}"},appliesToReconciliationAccount:{type:"string",description:"Bank account UUID this rule applies to"},configuration:{type:"object",description:"MUST nest under reconcileWithDirectCashEntry key. reference is REQUIRED. See tool description for full structure."}},required:["name","appliesToReconciliationAccount","configuration"],group:"bank_rules",readOnly:!1,searchHint:"create automatic bank reconciliation rule",execute:async(t,e)=>az(t.client,e)},{name:"update_bank_rule",description:"Update an existing bank reconciliation rule. FULL REPLACEMENT \u2014 the API replaces the entire rule on update. You MUST provide the complete configuration, appliesToReconciliationAccount, and name every time. Use get_bank_rule first to read the current state, merge your changes, then call this tool with the full payload. Dynamic strings: {{bankReference}}, {{bankPayee}}, {{bankDescription}}.",params:{resourceId:{type:"string",description:"Bank rule resourceId"},name:{type:"string",description:"Rule name \u2014 supports dynamic strings: {{bankReference}}, {{bankPayee}}, {{bankDescription}}"},appliesToReconciliationAccount:{type:"string",description:"Bank account UUID this rule applies to (required for update \u2014 full replacement)"},configuration:{type:"object",description:"Full configuration object \u2014 must nest under reconcileWithDirectCashEntry key (same structure as create). reference is REQUIRED."}},required:["resourceId","name","appliesToReconciliationAccount","configuration"],group:"bank_rules",readOnly:!1,searchHint:"update bank rule conditions actions matching",execute:async(t,e)=>cz(t.client,e.resourceId,{resourceId:e.resourceId,name:e.name,appliesToReconciliationAccount:e.appliesToReconciliationAccount,configuration:e.configuration})},ki("delete_bank_rule","Delete a bank reconciliation rule.","bank_rules",(t,e)=>lz(t,e),"permanently delete a bank reconciliation rule"),{name:"view_auto_reconciliation",description:'Generate auto-reconciliation suggestions for specific bank statement entries (no account-wide mode). READ-ONLY \u2014 does NOT write. Returns execution-ready `suggestions[]`: each carries `recommendedTool` (the commit tool to call), `execute` (ready-to-pass args \u2014 merge bankAccountResourceId for reconcile_magic_match), `confidenceTier` (high/medium/low), and `autoCommitEligible` (true \u21D2 safe to commit without review). Drive the flow: for each suggestion, if `autoCommitEligible` call its `recommendedTool` with `execute`; otherwise surface for confirmation \u2014 pass `includeReviewDetails:true` to also get `review[]` (the not-auto lines enriched with the bank line + the matched bill/invoice) for a side-by-side "does this match?" card. Pass `includeRaw:true` to also get the unmapped payload. Cost tracks entries passed \u2014 batch large backlogs. On a 500 the tool returns `{degraded:true}`; recover via the `clio jobs bank-recon match` cascade matcher.',params:{bankAccountResourceId:{type:"string",description:"Bank account resourceId"},bankStatementEntryResourceIds:{type:"array",items:{type:"string"},description:"Entries to suggest for. Source from search_bank_statement_entries (unreconciled)."},recommendationType:{type:"string",enum:[...jM],description:"Type of recommendation to generate"},autoCommitMaxAmount:{type:"number",description:"Optional hard cap \u2014 a suggestion whose amount exceeds this is never autoCommitEligible (forces checkpoint)."},includeRaw:{type:"boolean",description:"Also return the raw unmapped generateMagicRecommendations payload (default false)."},includeReviewDetails:{type:"boolean",description:'Also return `review[]`: the lines needing human review (have a plan but NOT auto-committable), each enriched with the bank line (date, amount, counterparty) and the matched bill/invoice (reference + amount) \u2014 for an interactive side-by-side "does this match?" card. Default false (an extra bank-records + per-line lookup).'}},required:["recommendationType","bankStatementEntryResourceIds"],group:"bank",readOnly:!0,searchHint:"view automatic bank reconciliation matches suggestions execution ready",isConcurrencySafe:!0,execute:async(t,e)=>{let r=e.bankAccountResourceId,n;try{n=await t.client.post("/api/v1/search-magic-reconciliation",{bankAccountResourceId:r,recommendationType:e.recommendationType,bankStatementEntryResourceIds:e.bankStatementEntryResourceIds})}catch(s){let a=s.status??s.response?.status;if(a===404)return{notSupported:!0,reason:"Endpoint /search-magic-reconciliation not available"};if(a===500)return{degraded:!0,reason:"Suggestion engine returned 500 (likely high-volume OOM). Recover via the `clio jobs bank-recon match` cascade matcher, which does not hit this endpoint."};throw s}let i=Ynt(n,{bankAccountResourceId:r,autoCommitMaxAmount:e.autoCommitMaxAmount}),o=e.includeReviewDetails===!0?await Hnt(t.client,r,i):void 0;return{suggestions:i,...o?{review:o}:{},...e.includeRaw===!0?{raw:n}:{}}}},pr("list_fixed_assets","List fixed assets. Returns name, reference, type, category, status, purchase amount, net book value.","fixed_assets",(t,e,r)=>uz(t,{limit:r,offset:e}),"list fixed assets with depreciation status"),_i("get_fixed_asset","Get full fixed asset details including depreciation schedule, accounts, disposal info.","fixed_assets",(t,e)=>dz(t,e),"get fixed asset details depreciation schedule"),Vt({name:"search_fixed_assets",description:"Search fixed assets.",group:"fixed_assets",fields:VD,defaults:WD,fetcher:fz,searchHint:"find fixed assets FA register PPE by name status category tag type date amount range"}),{name:"create_fixed_asset",description:`Register a fixed asset linked to an existing purchase transaction (bill or journal).
+Optional fields, the minimum payload, and the mapping shape: jaz-api skill (bank rules). Dynamic strings: {{bankReference}}, {{bankPayee}}, {{bankDescription}}.`,params:{name:{type:"string",description:"Rule name \u2014 supports dynamic strings: {{bankReference}}, {{bankPayee}}, {{bankDescription}}"},appliesToReconciliationAccount:{type:"string",description:"Bank account UUID this rule applies to"},configuration:{type:"object",description:"MUST nest under reconcileWithDirectCashEntry key. reference is REQUIRED. See tool description for full structure."}},required:["name","appliesToReconciliationAccount","configuration"],group:"bank_rules",readOnly:!1,searchHint:"create automatic bank reconciliation rule",execute:async(t,e)=>az(t.client,e)},{name:"update_bank_rule",description:"Update an existing bank reconciliation rule. FULL REPLACEMENT \u2014 the API replaces the entire rule on update. You MUST provide the complete configuration, appliesToReconciliationAccount, and name every time. Use get_bank_rule first to read the current state, merge your changes, then call this tool with the full payload. Dynamic strings: {{bankReference}}, {{bankPayee}}, {{bankDescription}}.",params:{resourceId:{type:"string",description:"Bank rule resourceId"},name:{type:"string",description:"Rule name \u2014 supports dynamic strings: {{bankReference}}, {{bankPayee}}, {{bankDescription}}"},appliesToReconciliationAccount:{type:"string",description:"Bank account UUID this rule applies to (required for update \u2014 full replacement)"},configuration:{type:"object",description:"Full configuration object \u2014 must nest under reconcileWithDirectCashEntry key (same structure as create). reference is REQUIRED."}},required:["resourceId","name","appliesToReconciliationAccount","configuration"],group:"bank_rules",readOnly:!1,searchHint:"update bank rule conditions actions matching",execute:async(t,e)=>cz(t.client,e.resourceId,{resourceId:e.resourceId,name:e.name,appliesToReconciliationAccount:e.appliesToReconciliationAccount,configuration:e.configuration})},ki("delete_bank_rule","Delete a bank reconciliation rule.","bank_rules",(t,e)=>lz(t,e),"permanently delete a bank reconciliation rule"),{name:"view_auto_reconciliation",description:'Generate auto-reconciliation suggestions for specific bank statement entries (no account-wide mode). READ-ONLY \u2014 does NOT write. Returns execution-ready `suggestions[]`: each carries `recommendedTool` (the commit tool to call), `execute` (ready-to-pass args \u2014 merge bankAccountResourceId for reconcile_magic_match), `confidenceTier` (high/medium/low), and `autoCommitEligible` (true \u21D2 safe to commit without review). Drive the flow: for each suggestion, if `autoCommitEligible` call its `recommendedTool` with `execute`; otherwise surface for confirmation \u2014 pass `includeReviewDetails:true` to also get `review[]` (the not-auto lines enriched with the bank line + the matched bill/invoice) for a side-by-side "does this match?" card. Pass `includeRaw:true` to also get the unmapped payload. Cost tracks entries passed \u2014 batch large backlogs. On a 500 the tool returns `{degraded:true}`; recover via the `clio jobs bank-recon match` cascade matcher.',params:{bankAccountResourceId:{type:"string",description:"Bank account resourceId"},bankStatementEntryResourceIds:{type:"array",items:{type:"string"},description:"Entries to suggest for. Source from search_bank_records (status UNRECONCILED)."},recommendationType:{type:"string",enum:[...jM],description:"Type of recommendation to generate"},autoCommitMaxAmount:{type:"number",description:"Optional hard cap \u2014 a suggestion whose amount exceeds this is never autoCommitEligible (forces checkpoint)."},includeRaw:{type:"boolean",description:"Also return the raw unmapped generateMagicRecommendations payload (default false)."},includeReviewDetails:{type:"boolean",description:'Also return `review[]`: the lines needing human review (have a plan but NOT auto-committable), each enriched with the bank line (date, amount, counterparty) and the matched bill/invoice (reference + amount) \u2014 for an interactive side-by-side "does this match?" card. Default false (an extra bank-records + per-line lookup).'}},required:["recommendationType","bankStatementEntryResourceIds"],group:"bank",readOnly:!0,searchHint:"view automatic bank reconciliation matches suggestions execution ready",isConcurrencySafe:!0,execute:async(t,e)=>{let r=e.bankAccountResourceId,n;try{n=await t.client.post("/api/v1/search-magic-reconciliation",{bankAccountResourceId:r,recommendationType:e.recommendationType,bankStatementEntryResourceIds:e.bankStatementEntryResourceIds})}catch(s){let a=s.status??s.response?.status;if(a===404)return{notSupported:!0,reason:"Endpoint /search-magic-reconciliation not available"};if(a===500)return{degraded:!0,reason:"Suggestion engine returned 500 (likely high-volume OOM). Recover via the `clio jobs bank-recon match` cascade matcher, which does not hit this endpoint."};throw s}let i=Ynt(n,{bankAccountResourceId:r,autoCommitMaxAmount:e.autoCommitMaxAmount}),o=e.includeReviewDetails===!0?await Hnt(t.client,r,i):void 0;return{suggestions:i,...o?{review:o}:{},...e.includeRaw===!0?{raw:n}:{}}}},pr("list_fixed_assets","List fixed assets. Returns name, reference, type, category, status, purchase amount, net book value.","fixed_assets",(t,e,r)=>uz(t,{limit:r,offset:e}),"list fixed assets with depreciation status"),_i("get_fixed_asset","Get full fixed asset details including depreciation schedule, accounts, disposal info.","fixed_assets",(t,e)=>dz(t,e),"get fixed asset details depreciation schedule"),Vt({name:"search_fixed_assets",description:"Search fixed assets.",group:"fixed_assets",fields:VD,defaults:WD,fetcher:fz,searchHint:"find fixed assets FA register PPE by name status category tag type date amount range"}),{name:"create_fixed_asset",description:`Register a fixed asset linked to an existing purchase transaction (bill or journal).
 - saveAsDraft defaults to true. Set to false to activate \u2014 requires ALL fields below.
 - ACTIVE assets require: purchaseBusinessTransactionType + purchaseBusinessTransactionResourceId
   (links to the bill/journal that recorded the purchase).

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.32.0",
+  "version": "5.32.1",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {