npm - jaz-clio - Versions diffs - 5.4.30 → 5.4.31 - Mend

jaz-clio 5.4.30 → 5.4.31

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (8) hide show

package/assets/skills/api/SKILL.md +1 -1
package/assets/skills/cli/SKILL.md +1 -1
package/assets/skills/conversion/SKILL.md +1 -1
package/assets/skills/jobs/SKILL.md +1 -1
package/assets/skills/practice/SKILL.md +1 -1
package/assets/skills/transaction-recipes/SKILL.md +1 -1
package/cli.mjs +4 -4
package/package.json +1 -1

package/assets/skills/api/SKILL.md CHANGED Viewed

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.4.30
+version: 5.4.31
 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

package/assets/skills/cli/SKILL.md CHANGED Viewed

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.4.30
+version: 5.4.31
 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/conversion/SKILL.md CHANGED Viewed

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.4.30
+version: 5.4.31
 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/jobs/SKILL.md CHANGED Viewed

@@ -1,6 +1,6 @@
 ---
 name: jaz-jobs
-version: 5.4.30
+version: 5.4.31
 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/practice/SKILL.md CHANGED Viewed

@@ -1,6 +1,6 @@
 ---
 name: jaz-practice
-version: 5.4.30
+version: 5.4.31
 description: >-
   Use this skill whenever an accounting practitioner is doing client work in
   Jaz — closing the books, filing GST, year-end statutory, onboarding a new

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.4.30
+version: 5.4.31
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/cli.mjs CHANGED Viewed

@@ -706,7 +706,7 @@ Steps: 1) search_customer_credit_notes with status UNAPPLIED for the same contac
 - reference MUST be unique \u2014 generate one with a timestamp if user doesn't specify.`,params:{reference:{type:"string",description:"Credit note reference number"},valueDate:{type:"string",description:"Credit note date (YYYY-MM-DD)"},contactResourceId:{type:"string",description:"Customer contact resourceId"},lineItems:{type:"array",items:{type:"object",properties:{name:{type:"string",description:"Line item description"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:rc},required:["name","quantity","unitPrice"]},description:"Credit note line items"},currency:ec,saveAsDraft:{type:"boolean",description:"Save as draft (default true)"},notes:Dr,tag:dl,customFields:dn},required:["valueDate","contactResourceId","lineItems"],group:"customer_credit_notes",readOnly:!1,searchHint:"create new customer credit note draft",execute:async(e,t)=>{let{notes:r,tag:n,...o}=t,i={...o,...r!==void 0&&{invoiceNotes:r},...n!==void 0&&{tags:[n]}};return i.reference||(i.reference=`CCN-${Date.now()}`),Of(e.client,i)}},{name:"delete_customer_credit_note",description:"Delete a draft customer credit note.",params:{resourceId:{type:"string",description:"Customer credit note resourceId"}},required:["resourceId"],group:"customer_credit_notes",readOnly:!1,searchHint:"permanently delete draft customer credit note",isDestructive:!0,execute:async(e,t)=>$b(e.client,t.resourceId)},{name:"update_customer_credit_note",description:'Update a draft customer credit note (change amount, line items, contact, date, notes). Use when the user says "update", "change", "fix", or "correct" a credit note.',params:{resourceId:{type:"string",description:"Customer credit note resourceId"},reference:yo,valueDate:go,lineItems:fi,notes:Dr,tag:dl,customFields:dn},required:["resourceId"],group:"customer_credit_notes",readOnly:!1,searchHint:"update customer credit note lines reference",execute:async(e,t)=>{let{resourceId:r,notes:n,tag:o,...i}=t,s={...i,...n!==void 0&&{invoiceNotes:n},...o!==void 0&&{tags:[o]}};return Ob(e.client,r,s)}},{name:"finalize_customer_credit_note",description:"Finalize a draft customer credit note (set saveAsDraft=false). Status becomes UNAPPLIED.",params:{resourceId:{type:"string",description:"Customer credit note resourceId"},reference:yo,valueDate:go,lineItems:fi,notes:Dr},required:["resourceId"],group:"customer_credit_notes",readOnly:!1,searchHint:"approve finalize customer credit note",isDestructive:!0,execute:async(e,t)=>{let{resourceId:r,notes:n,...o}=t,i={...o,...n!==void 0&&{invoiceNotes:n}},s=await eh(e.client,"customer_credit_note",r,i);return $f(e.client,r,s)}},{name:"create_customer_credit_note_refund",description:"Record a refund payment against a customer credit note.",params:{creditNoteId:{type:"string",description:"Customer credit note resourceId"},paymentAmount:{type:"number",description:"Refund amount"},transactionAmount:{type:"number",description:"Amount in credit note currency (defaults to paymentAmount for same-currency)"},accountResourceId:{type:"string",description:"Bank/cash account resourceId"},valueDate:{type:"string",description:"Payment date (YYYY-MM-DD)"},reference:{type:"string",description:"Payment reference"},paymentMethod:Qm},required:["creditNoteId","paymentAmount","accountResourceId","valueDate"],group:"customer_credit_notes",readOnly:!1,searchHint:"refund customer credit note to bank account",isDestructive:!0,execute:async(e,t)=>{let r=Number(t.paymentAmount);if(!Number.isFinite(r)||r<=0)throw new Error("paymentAmount must be a positive number");let n=Number(t.transactionAmount??r);if(!Number.isFinite(n)||n<=0)throw new Error("transactionAmount must be a positive number");return Rf(e.client,t.creditNoteId,{paymentAmount:r,transactionAmount:n,accountResourceId:t.accountResourceId,valueDate:t.valueDate,dueDate:t.valueDate,reference:t.reference??"",paymentMethod:t.paymentMethod??"BANK_TRANSFER",saveAsDraft:!1})}},{name:"list_customer_credit_note_refunds",description:"List refund payments for a customer credit note.",params:{creditNoteId:{type:"string",description:"Customer credit note resourceId"}},required:["creditNoteId"],group:"customer_credit_notes",readOnly:!0,searchHint:"list refunds on a customer credit note",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>Rb(e.client,t.creditNoteId)},gt("list_supplier_credit_notes","List supplier credit notes (AP adjustments/refunds). Paginated \u2014 response includes totalElements. Use limit/offset to page.","supplier_credit_notes",(e,t,r)=>Fb(e,{limit:r,offset:t}),"list supplier credit notes with status pagination"),Rt({name:"search_supplier_credit_notes",description:"Search supplier credit notes. Status: DRAFT, UNAPPLIED, PARTIALLY_APPLIED, APPLIED, VOID.",group:"supplier_credit_notes",fields:vs,defaults:Bp,fetcher:Nf,searchHint:"find supplier credit notes refunds CN by reference status contact tag"}),{name:"get_supplier_credit_note",description:"Get full supplier credit note details including line items.",params:{resourceId:{type:"string",description:"Supplier credit note resourceId"}},required:["resourceId"],group:"supplier_credit_notes",readOnly:!0,searchHint:"get supplier credit note details line items",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async(e,t)=>No(e.client,t.resourceId)},{name:"create_supplier_credit_note",description:`Create a supplier credit note. Saves as draft by default.
 - Status when finalized is UNAPPLIED (not APPROVED).
 - Line items use "name" for item description.
-- contactResourceId required \u2014 search contacts first.`,params:{reference:{type:"string",description:"Credit note reference number"},valueDate:{type:"string",description:"Credit note date (YYYY-MM-DD)"},contactResourceId:{type:"string",description:"Supplier contact resourceId"},lineItems:{type:"array",items:{type:"object",properties:{name:{type:"string",description:"Line item description"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:rc},required:["name","quantity","unitPrice"]},description:"Credit note line items"},currency:ec,saveAsDraft:{type:"boolean",description:"Save as draft (default true)"},notes:Dr,tag:dl,customFields:dn},required:["valueDate","contactResourceId","lineItems"],group:"supplier_credit_notes",readOnly:!1,searchHint:"create new supplier credit note draft",execute:async(e,t)=>{let{notes:r,tag:n,...o}=t,i={...o,...r!==void 0&&{invoiceNotes:r},...n!==void 0&&{tags:[n]}};return i.reference||(i.reference=`SCN-${Date.now()}`),kf(e.client,i)}},{name:"delete_supplier_credit_note",description:"Delete a draft supplier credit note.",params:{resourceId:{type:"string",description:"Supplier credit note resourceId"}},required:["resourceId"],group:"supplier_credit_notes",readOnly:!1,searchHint:"permanently delete draft supplier credit note",isDestructive:!0,execute:async(e,t)=>Lb(e.client,t.resourceId)},{name:"update_supplier_credit_note",description:'Update a draft supplier credit note (change amount, line items, contact, date, notes). Use when the user says "update", "change", "fix", or "correct" a credit note.',params:{resourceId:{type:"string",description:"Supplier credit note resourceId"},reference:yo,valueDate:go,lineItems:fi,notes:Dr,tag:dl,customFields:dn},required:["resourceId"],group:"supplier_credit_notes",readOnly:!1,searchHint:"update supplier credit note lines reference",execute:async(e,t)=>{let{resourceId:r,notes:n,tag:o,...i}=t,s={...i,...n!==void 0&&{invoiceNotes:n},...o!==void 0&&{tags:[o]}};return Pb(e.client,r,s)}},{name:"finalize_supplier_credit_note",description:"Finalize a draft supplier credit note (set saveAsDraft=false). Status becomes UNAPPLIED.",params:{resourceId:{type:"string",description:"Supplier credit note resourceId"},reference:yo,valueDate:go,lineItems:fi,notes:Dr},required:["resourceId"],group:"supplier_credit_notes",readOnly:!1,searchHint:"approve finalize supplier credit note",isDestructive:!0,execute:async(e,t)=>{let{resourceId:r,notes:n,...o}=t,i={...o,...n!==void 0&&{invoiceNotes:n}},s=await eh(e.client,"supplier_credit_note",r,i);return Ff(e.client,r,s)}},{name:"create_supplier_credit_note_refund",description:"Record a refund payment against a supplier credit note.",params:{creditNoteId:{type:"string",description:"Supplier credit note resourceId"},paymentAmount:{type:"number",description:"Refund amount"},transactionAmount:{type:"number",description:"Amount in credit note currency (defaults to paymentAmount for same-currency)"},accountResourceId:{type:"string",description:"Bank/cash account resourceId"},valueDate:{type:"string",description:"Payment date (YYYY-MM-DD)"},reference:{type:"string",description:"Payment reference"},paymentMethod:Qm},required:["creditNoteId","paymentAmount","accountResourceId","valueDate"],group:"supplier_credit_notes",readOnly:!1,searchHint:"refund supplier credit note from bank account",isDestructive:!0,execute:async(e,t)=>{let r=Number(t.paymentAmount);if(!Number.isFinite(r)||r<=0)throw new Error("paymentAmount must be a positive number");let n=Number(t.transactionAmount??r);if(!Number.isFinite(n)||n<=0)throw new Error("transactionAmount must be a positive number");return Pf(e.client,t.creditNoteId,{paymentAmount:r,transactionAmount:n,accountResourceId:t.accountResourceId,valueDate:t.valueDate,dueDate:t.valueDate,reference:t.reference??"",paymentMethod:t.paymentMethod??"BANK_TRANSFER",saveAsDraft:!1})}},{name:"list_supplier_credit_note_refunds",description:"List refund payments for a supplier credit note.",params:{creditNoteId:{type:"string",description:"Supplier credit note resourceId"}},required:["creditNoteId"],group:"supplier_credit_notes",readOnly:!0,searchHint:"list refunds on a supplier credit note",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>jb(e.client,t.creditNoteId)},{name:"list_currencies",description:"List currencies enabled for the organization. Returns currency code, name, symbol, and whether it is the base currency.",params:{},required:[],group:"currencies",readOnly:!0,searchHint:"list active currencies in organization",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async e=>Lf(e.client)},{name:"add_currency",description:"Enable one or more currencies for the organization.",params:{currencies:{type:"array",items:{type:"string"},description:'Currency codes to add (e.g., ["USD", "EUR"])'}},required:["currencies"],group:"currencies",readOnly:!1,searchHint:"add new currency to organization",execute:async(e,t)=>{let r=t.currencies,n=await Lf(e.client),o=new Set(n.data.map(c=>c.currencyCode.toUpperCase())),i=r.filter(c=>o.has(c.toUpperCase())),s=r.filter(c=>!o.has(c.toUpperCase()));if(s.length===0)return{_guard:"duplicate_skipped",message:`All currencies already enabled: ${r.join(", ")}.`,existing:i};let a=await Bb(e.client,s);return i.length>0?{...a,_note:`Skipped already-enabled: ${i.join(", ")}`}:a}},{name:"list_currency_rates",description:"List exchange rates for a specific currency. IMPORTANT: You MUST call list_currencies first to discover which currencies the org has enabled \u2014 never guess or assume currency codes.",params:{currencyCode:{type:"string",description:'Currency code (e.g., "USD")'},...h$},required:["currencyCode"],group:"currencies",readOnly:!0,searchHint:"list exchange rates for a currency pair",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>{let{limit:r,offset:n}=GJ(t),o=t.currencyCode;return Lp((i,s)=>Ub(e.client,o,{limit:s,offset:i}),r,n,100)}},{name:"add_currency_rate",description:'Add or set an exchange rate for a currency. ALWAYS use this tool even when the user says "update rate" \u2014 it handles both new and existing rates. Rate is relative to the base currency. Call list_currencies first to get valid currency codes.',params:{currencyCode:{type:"string",description:"Currency code"},rate:{type:"number",description:"Exchange rate (e.g., 1.35 for 1 USD = 1.35 SGD)"},rateApplicableFrom:{type:"string",description:"Start date (YYYY-MM-DD)"},rateApplicableTo:{type:"string",description:"End date (YYYY-MM-DD, optional)"}},required:["currencyCode","rate","rateApplicableFrom"],group:"currencies",readOnly:!1,searchHint:"add new exchange rate for currency pair",execute:async(e,t)=>qb(e.client,t.currencyCode,{rate:t.rate,rateApplicableFrom:t.rateApplicableFrom,rateApplicableTo:t.rateApplicableTo})},{name:"update_currency_rate",description:'Update an EXISTING exchange rate record by its resourceId. Requires the rate resourceId from list_currency_rates. WARNING: If the user says "update the rate" or "set the rate", they almost always mean add_currency_rate (which creates/overwrites for a date). Only use this tool when explicitly modifying an existing rate record by ID.',params:{currencyCode:{type:"string",description:"Currency code"},resourceId:{type:"string",description:"Rate resourceId"},rate:{type:"number",description:"New exchange rate"},rateApplicableFrom:{type:"string",description:"Start date (YYYY-MM-DD)"},rateApplicableTo:{type:"string",description:"End date (YYYY-MM-DD, optional)"}},required:["currencyCode","resourceId","rate","rateApplicableFrom"],group:"currencies",readOnly:!1,searchHint:"update existing exchange rate value",execute:async(e,t)=>zb(e.client,t.currencyCode,t.resourceId,{rate:t.rate,rateApplicableFrom:t.rateApplicableFrom,rateApplicableTo:t.rateApplicableTo})},{name:"start_currency_rates_import_job",description:"Start an async job to import currency rates from a CSV file URL.",params:{currencyCode:{type:"string",description:"Currency code"},csvUrl:{type:"string",description:"URL of the CSV file to import"}},required:["currencyCode","csvUrl"],group:"currencies",readOnly:!1,searchHint:"import exchange rates from external source",execute:async(e,t)=>Yb(e.client,t.currencyCode,t.csvUrl)},{name:"get_currency_rates_import_job_status",description:"Check the status of a currency rates import job.",params:{jobId:{type:"string",description:"Job ID from start_currency_rates_import_job"}},required:["jobId"],group:"currencies",readOnly:!0,searchHint:"check status of currency rates import job",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async(e,t)=>Jb(e.client,t.jobId)},{name:"bulk_upsert_currency_rates",description:"Create exchange rates in bulk (max 500 per call). Auto-enables currencies not yet enabled in the org \u2014 no need to call add_currency first. Requires rateDirection per rate. Response surfaces per-row failures: `failedRows[]` (each with rowIndex, columnName, columnValue, errorCode, errorMessage) + `failedCount` alongside `resourceIds[]` for successful inserts. Omitting `rateApplicableTo` defaults it to `rateApplicableFrom - 0.999ms` (no temporal gap).",params:{rates:{type:"array",description:"Array of exchange rates to create",items:{type:"object",properties:{sourceCurrencyCode:{type:"string",description:"Source currency code (ISO 4217, e.g. USD, EUR)"},rate:{type:"number",description:"Exchange rate value (must be > 0)"},rateDirection:{type:"string",description:"Rate direction",enum:["FUNCTIONAL_TO_SOURCE","SOURCE_TO_FUNCTIONAL"]},rateApplicableFrom:{type:"string",description:"Rate start date (YYYY-MM-DD)"},rateApplicableTo:{type:"string",description:"Rate end date (YYYY-MM-DD, optional)"}},required:["sourceCurrencyCode","rate","rateDirection","rateApplicableFrom"]}}},required:["rates"],group:"currencies",readOnly:!1,searchHint:"bulk create or update multiple currency rates",execute:async(e,t)=>(await Gb(e.client,t.rates)).data},gt("list_tax_profiles","List tax profiles (GST, VAT, etc.). Returns name, rate, tax type.","tax_profiles",(e,t,r)=>fu(e,{limit:r,offset:t}),"list tax profiles GST VAT rates"),gt("list_tax_types","List available tax types. Use the tax type code when creating tax profiles.","tax_profiles",(e,t,r)=>t0(e,{limit:r,offset:t}),"list available tax types for profile creation"),{name:"create_tax_profile",description:"Create a new tax profile. List tax types first to get the taxTypeCode. Automatically checks for duplicates by name \u2014 returns existing profile if found.",params:{name:{type:"string",description:'Tax profile name (e.g., "GST 9%")'},taxRate:{type:"number",description:"Tax rate as percentage (e.g., 9 for 9%)"},taxTypeCode:{type:"string",description:"Tax type code (from list_tax_types)"}},required:["name","taxRate","taxTypeCode"],group:"tax_profiles",readOnly:!1,searchHint:"create new tax profile GST VAT rate",execute:async(e,t)=>{let r=t.name,n=await p0(e.client,r);return n?{_guard:"duplicate_skipped",message:`Tax profile "${r}" already exists.`,existing:n}:r0(e.client,{name:r,taxRate:t.taxRate,taxTypeCode:t.taxTypeCode})}},gt("list_cash_in","List cash-in entries (direct cash receipts). Paginated.","cash_entries",(e,t,r)=>Q0(e,{limit:r,offset:t}),"list cash in receipt entries with pagination"),{name:"create_cash_in",description:`Record money received INTO a bank account from an EXTERNAL source (customer payment, refund received, deposit). For inter-account moves use create_cash_transfer.
+- contactResourceId required \u2014 search contacts first.`,params:{reference:{type:"string",description:"Credit note reference number"},valueDate:{type:"string",description:"Credit note date (YYYY-MM-DD)"},contactResourceId:{type:"string",description:"Supplier contact resourceId"},lineItems:{type:"array",items:{type:"object",properties:{name:{type:"string",description:"Line item description"},quantity:{type:"number"},unitPrice:{type:"number"},accountResourceId:rc},required:["name","quantity","unitPrice"]},description:"Credit note line items"},currency:ec,saveAsDraft:{type:"boolean",description:"Save as draft (default true)"},notes:Dr,tag:dl,customFields:dn},required:["valueDate","contactResourceId","lineItems"],group:"supplier_credit_notes",readOnly:!1,searchHint:"create new supplier credit note draft",execute:async(e,t)=>{let{notes:r,tag:n,...o}=t,i={...o,...r!==void 0&&{invoiceNotes:r},...n!==void 0&&{tags:[n]}};return i.reference||(i.reference=`SCN-${Date.now()}`),kf(e.client,i)}},{name:"delete_supplier_credit_note",description:"Delete a draft supplier credit note.",params:{resourceId:{type:"string",description:"Supplier credit note resourceId"}},required:["resourceId"],group:"supplier_credit_notes",readOnly:!1,searchHint:"permanently delete draft supplier credit note",isDestructive:!0,execute:async(e,t)=>Lb(e.client,t.resourceId)},{name:"update_supplier_credit_note",description:'Update a draft supplier credit note (change amount, line items, contact, date, notes). Use when the user says "update", "change", "fix", or "correct" a credit note.',params:{resourceId:{type:"string",description:"Supplier credit note resourceId"},reference:yo,valueDate:go,lineItems:fi,notes:Dr,tag:dl,customFields:dn},required:["resourceId"],group:"supplier_credit_notes",readOnly:!1,searchHint:"update supplier credit note lines reference",execute:async(e,t)=>{let{resourceId:r,notes:n,tag:o,...i}=t,s={...i,...n!==void 0&&{invoiceNotes:n},...o!==void 0&&{tags:[o]}};return Pb(e.client,r,s)}},{name:"finalize_supplier_credit_note",description:"Finalize a draft supplier credit note (set saveAsDraft=false). Status becomes UNAPPLIED.",params:{resourceId:{type:"string",description:"Supplier credit note resourceId"},reference:yo,valueDate:go,lineItems:fi,notes:Dr},required:["resourceId"],group:"supplier_credit_notes",readOnly:!1,searchHint:"approve finalize supplier credit note",isDestructive:!0,execute:async(e,t)=>{let{resourceId:r,notes:n,...o}=t,i={...o,...n!==void 0&&{invoiceNotes:n}},s=await eh(e.client,"supplier_credit_note",r,i);return Ff(e.client,r,s)}},{name:"create_supplier_credit_note_refund",description:"Record a refund payment against a supplier credit note.",params:{creditNoteId:{type:"string",description:"Supplier credit note resourceId"},paymentAmount:{type:"number",description:"Refund amount"},transactionAmount:{type:"number",description:"Amount in credit note currency (defaults to paymentAmount for same-currency)"},accountResourceId:{type:"string",description:"Bank/cash account resourceId"},valueDate:{type:"string",description:"Payment date (YYYY-MM-DD)"},reference:{type:"string",description:"Payment reference"},paymentMethod:Qm},required:["creditNoteId","paymentAmount","accountResourceId","valueDate"],group:"supplier_credit_notes",readOnly:!1,searchHint:"refund supplier credit note from bank account",isDestructive:!0,execute:async(e,t)=>{let r=Number(t.paymentAmount);if(!Number.isFinite(r)||r<=0)throw new Error("paymentAmount must be a positive number");let n=Number(t.transactionAmount??r);if(!Number.isFinite(n)||n<=0)throw new Error("transactionAmount must be a positive number");return Pf(e.client,t.creditNoteId,{paymentAmount:r,transactionAmount:n,accountResourceId:t.accountResourceId,valueDate:t.valueDate,dueDate:t.valueDate,reference:t.reference??"",paymentMethod:t.paymentMethod??"BANK_TRANSFER",saveAsDraft:!1})}},{name:"list_supplier_credit_note_refunds",description:"List refund payments for a supplier credit note.",params:{creditNoteId:{type:"string",description:"Supplier credit note resourceId"}},required:["creditNoteId"],group:"supplier_credit_notes",readOnly:!0,searchHint:"list refunds on a supplier credit note",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>jb(e.client,t.creditNoteId)},{name:"list_currencies",description:"List currencies enabled for the organization. Returns code, name, symbol, isBaseCurrency.",params:{},required:[],group:"currencies",readOnly:!0,searchHint:"list currencies enabled active organization base currency code symbol",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async e=>Lf(e.client)},{name:"add_currency",description:"Enable one or more currencies for the organization.",params:{currencies:{type:"array",items:{type:"string"},description:'Currency codes to add (e.g., ["USD", "EUR"])'}},required:["currencies"],group:"currencies",readOnly:!1,searchHint:"add new currency to organization",execute:async(e,t)=>{let r=t.currencies,n=await Lf(e.client),o=new Set(n.data.map(c=>c.currencyCode.toUpperCase())),i=r.filter(c=>o.has(c.toUpperCase())),s=r.filter(c=>!o.has(c.toUpperCase()));if(s.length===0)return{_guard:"duplicate_skipped",message:`All currencies already enabled: ${r.join(", ")}.`,existing:i};let a=await Bb(e.client,s);return i.length>0?{...a,_note:`Skipped already-enabled: ${i.join(", ")}`}:a}},{name:"list_currency_rates",description:"List exchange rates for a specific currency. IMPORTANT: You MUST call list_currencies first to discover which currencies the org has enabled \u2014 never guess or assume currency codes.",params:{currencyCode:{type:"string",description:'Currency code (e.g., "USD")'},...h$},required:["currencyCode"],group:"currencies",readOnly:!0,searchHint:"list exchange rates for a currency pair",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>{let{limit:r,offset:n}=GJ(t),o=t.currencyCode;return Lp((i,s)=>Ub(e.client,o,{limit:s,offset:i}),r,n,100)}},{name:"add_currency_rate",description:'Add or set an exchange rate for a currency. ALWAYS use this tool even when the user says "update rate" \u2014 it handles both new and existing rates. Rate is relative to the base currency. Call list_currencies first to get valid currency codes.',params:{currencyCode:{type:"string",description:"Currency code"},rate:{type:"number",description:"Exchange rate (e.g., 1.35 for 1 USD = 1.35 SGD)"},rateApplicableFrom:{type:"string",description:"Start date (YYYY-MM-DD)"},rateApplicableTo:{type:"string",description:"End date (YYYY-MM-DD, optional)"}},required:["currencyCode","rate","rateApplicableFrom"],group:"currencies",readOnly:!1,searchHint:"add new exchange rate for currency pair",execute:async(e,t)=>qb(e.client,t.currencyCode,{rate:t.rate,rateApplicableFrom:t.rateApplicableFrom,rateApplicableTo:t.rateApplicableTo})},{name:"update_currency_rate",description:'Update an EXISTING exchange rate record by its resourceId. Requires the rate resourceId from list_currency_rates. WARNING: If the user says "update the rate" or "set the rate", they almost always mean add_currency_rate (which creates/overwrites for a date). Only use this tool when explicitly modifying an existing rate record by ID.',params:{currencyCode:{type:"string",description:"Currency code"},resourceId:{type:"string",description:"Rate resourceId"},rate:{type:"number",description:"New exchange rate"},rateApplicableFrom:{type:"string",description:"Start date (YYYY-MM-DD)"},rateApplicableTo:{type:"string",description:"End date (YYYY-MM-DD, optional)"}},required:["currencyCode","resourceId","rate","rateApplicableFrom"],group:"currencies",readOnly:!1,searchHint:"update existing exchange rate value",execute:async(e,t)=>zb(e.client,t.currencyCode,t.resourceId,{rate:t.rate,rateApplicableFrom:t.rateApplicableFrom,rateApplicableTo:t.rateApplicableTo})},{name:"start_currency_rates_import_job",description:"Start an async job to import currency rates from a CSV file URL.",params:{currencyCode:{type:"string",description:"Currency code"},csvUrl:{type:"string",description:"URL of the CSV file to import"}},required:["currencyCode","csvUrl"],group:"currencies",readOnly:!1,searchHint:"import exchange rates from external source",execute:async(e,t)=>Yb(e.client,t.currencyCode,t.csvUrl)},{name:"get_currency_rates_import_job_status",description:"Check the status of a currency rates import job.",params:{jobId:{type:"string",description:"Job ID from start_currency_rates_import_job"}},required:["jobId"],group:"currencies",readOnly:!0,searchHint:"check status of currency rates import job",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async(e,t)=>Jb(e.client,t.jobId)},{name:"bulk_upsert_currency_rates",description:"Create exchange rates in bulk (max 500 per call). Auto-enables currencies not yet enabled in the org \u2014 no need to call add_currency first. Requires rateDirection per rate. Response surfaces per-row failures: `failedRows[]` (each with rowIndex, columnName, columnValue, errorCode, errorMessage) + `failedCount` alongside `resourceIds[]` for successful inserts. Omitting `rateApplicableTo` defaults it to `rateApplicableFrom - 0.999ms` (no temporal gap).",params:{rates:{type:"array",description:"Array of exchange rates to create",items:{type:"object",properties:{sourceCurrencyCode:{type:"string",description:"Source currency code (ISO 4217, e.g. USD, EUR)"},rate:{type:"number",description:"Exchange rate value (must be > 0)"},rateDirection:{type:"string",description:"Rate direction",enum:["FUNCTIONAL_TO_SOURCE","SOURCE_TO_FUNCTIONAL"]},rateApplicableFrom:{type:"string",description:"Rate start date (YYYY-MM-DD)"},rateApplicableTo:{type:"string",description:"Rate end date (YYYY-MM-DD, optional)"}},required:["sourceCurrencyCode","rate","rateDirection","rateApplicableFrom"]}}},required:["rates"],group:"currencies",readOnly:!1,searchHint:"bulk create or update multiple currency rates",execute:async(e,t)=>(await Gb(e.client,t.rates)).data},gt("list_tax_profiles","List tax profiles (GST, VAT, etc.). Returns name, rate, tax type.","tax_profiles",(e,t,r)=>fu(e,{limit:r,offset:t}),"list tax profiles GST VAT rates"),gt("list_tax_types","List available tax types. Use the tax type code when creating tax profiles.","tax_profiles",(e,t,r)=>t0(e,{limit:r,offset:t}),"list available tax types for profile creation"),{name:"create_tax_profile",description:"Create a new tax profile. List tax types first to get the taxTypeCode. Automatically checks for duplicates by name \u2014 returns existing profile if found.",params:{name:{type:"string",description:'Tax profile name (e.g., "GST 9%")'},taxRate:{type:"number",description:"Tax rate as percentage (e.g., 9 for 9%)"},taxTypeCode:{type:"string",description:"Tax type code (from list_tax_types)"}},required:["name","taxRate","taxTypeCode"],group:"tax_profiles",readOnly:!1,searchHint:"create new tax profile GST VAT rate",execute:async(e,t)=>{let r=t.name,n=await p0(e.client,r);return n?{_guard:"duplicate_skipped",message:`Tax profile "${r}" already exists.`,existing:n}:r0(e.client,{name:r,taxRate:t.taxRate,taxTypeCode:t.taxTypeCode})}},gt("list_cash_in","List cash-in entries (direct cash receipts). Paginated.","cash_entries",(e,t,r)=>Q0(e,{limit:r,offset:t}),"list cash in receipt entries with pagination"),{name:"create_cash_in",description:`Record money received INTO a bank account from an EXTERNAL source (customer payment, refund received, deposit). For inter-account moves use create_cash_transfer.
 accountResourceId MUST be a Bank/Cash account (from list_bank_accounts) \u2014 any other type fails. Cannot appear in lines (API enforces separation).
@@ -781,9 +781,9 @@ No linked purchase transaction needed \u2014 unlike create_fixed_asset which req
 accountResourceId + taxProfileResourceId apply to ALL line items (immutable). interval: WEEKLY | MONTHLY | QUARTERLY | YEARLY. reference REQUIRED.
-Dynamic strings (reference/lineItem name/notes): ${Km} \u2014 relative to transaction date.`,params:{interval:{type:"string",enum:["WEEKLY","MONTHLY","QUARTERLY","YEARLY"],description:"Billing interval"},startDate:{type:"string",description:"Start date (YYYY-MM-DD)"},endDate:{type:"string",description:"End date (YYYY-MM-DD, optional for ongoing)"},contactResourceId:{type:"string",description:"Customer contact resourceId"},reference:{type:"string",description:"Invoice reference (REQUIRED). Supports dynamic strings: {{Month}}, {{Year}}, etc."},valueDate:{type:"string",description:"Invoice date (YYYY-MM-DD)"},dueDate:{type:"string",description:"Due date (YYYY-MM-DD)"},accountResourceId:{type:"string",description:"Revenue account resourceId (applied to ALL line items \u2014 must be same)"},taxProfileResourceId:{type:"string",description:"Tax profile resourceId (applied to ALL line items \u2014 must be same)"},lineItems:{type:"array",items:{type:"object",properties:{name:{type:"string"},unitPrice:{type:"number"},quantity:{type:"number"}},required:["name","unitPrice","quantity"]},description:"Line items (name, unitPrice, quantity only \u2014 account/tax set at top level)"}},required:["interval","startDate","contactResourceId","lineItems","accountResourceId","valueDate","dueDate","reference"],group:"subscriptions",readOnly:!1,searchHint:"create new recurring subscription billing schedule",execute:async(e,t)=>{let{interval:r,startDate:n,endDate:o,contactResourceId:i,reference:s,valueDate:a,dueDate:c,accountResourceId:u,taxProfileResourceId:l,lineItems:d}=t,f=d.map(m=>({...m,accountResourceId:u,...l?{taxProfileResourceId:l}:{}})),p={repeat:r,startDate:n,status:"ACTIVE",proratedConfig:{proratedAdjustmentLineText:"Prorated adjustment"},invoice:{contactResourceId:i,reference:s||`SUB-${Date.now()}`,valueDate:a,dueDate:c,lineItems:f,saveAsDraft:!1}};return o&&(p.endDate=o),QS(e.client,p)}},{name:"update_subscription",description:"Update an existing subscription (interval, end date, or transaction template). When the user asks to update a subscription, use this tool directly. NOTE: accountResourceId and taxProfileResourceId on line items are immutable after creation \u2014 to change them, cancel and recreate.",params:{resourceId:{type:"string",description:"Subscription resourceId"},interval:{type:"string",enum:["WEEKLY","MONTHLY","QUARTERLY","YEARLY"]},endDate:{type:"string",description:"New end date (YYYY-MM-DD)"},data:{type:"object",description:"Updated transaction template"}},required:["resourceId"],group:"subscriptions",readOnly:!1,searchHint:"update subscription schedule amount details",execute:async(e,t)=>{let{resourceId:r,...n}=t;return e_(e.client,r,n)}},pn("delete_subscription","Delete a subscription. Removes the recurring schedule.","subscriptions",(e,t)=>t_(e,t),"permanently delete a subscription schedule"),{name:"cancel_subscription",description:"Cancel an active subscription. Prorates remaining period and stops future billing. Safe to call \u2014 subscriptions can be reactivated after cancellation. Always use this tool when the user asks to cancel a subscription. Must cancel before delete.",params:{resourceId:{type:"string",description:"Subscription resourceId"},cancelDateType:{type:"string",enum:["END_OF_CURRENT_PERIOD","END_OF_LAST_PERIOD","CUSTOM_DATE"],description:"When to end (default: END_OF_CURRENT_PERIOD)"},endDate:{type:"string",description:"Custom cancel date YYYY-MM-DD (only with CUSTOM_DATE)"},proratedAdjustmentLineText:{type:"string",description:'Label for proration line item (default: "Prorated adjustment")'}},required:["resourceId"],group:"subscriptions",readOnly:!1,searchHint:"cancel stop a recurring subscription",isDestructive:!0,execute:async(e,t)=>r_(e.client,t.resourceId,{cancelDateType:t.cancelDateType,endDate:t.endDate,proratedAdjustmentLineText:t.proratedAdjustmentLineText})},Rt({name:"search_scheduled_transactions",description:"Search scheduled transactions (subscriptions, recurring). Filter by type, status, interval, contact.",group:"subscriptions",fields:Qp,defaults:ef,fetcher:n_,searchHint:"find scheduled recurring transactions by type status"}),{name:"generate_vat_ledger",description:"Generate VAT/GST ledger report showing all tax transactions for the period.",params:{startDate:{type:"string",description:"Start date (YYYY-MM-DD)"},endDate:{type:"string",description:"End date (YYYY-MM-DD)"}},required:["startDate","endDate"],group:"financial_reports",readOnly:!0,searchHint:"generate VAT GST tax ledger report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>bb(e.client,{startDate:t.startDate,endDate:t.endDate})},{name:"generate_equity_movement",description:"Generate equity movement report (statement of changes in equity).",params:{primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},currencyCode:{type:"string",description:'Currency code (e.g., "SGD")'},compareWith:{type:"string",description:'Compare with period (e.g., "PREVIOUS_YEAR")'},compareCount:{type:"number",description:"Number of comparison periods"}},required:["primarySnapshotStartDate","primarySnapshotEndDate"],group:"financial_reports",readOnly:!0,searchHint:"generate equity movement statement report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>vb(e.client,t)},{name:"generate_bank_balance_summary",description:"Generate bank balance summary report \u2014 snapshot of all bank account balances at a point in time.",params:{primarySnapshotDate:{type:"string",description:"Snapshot date (YYYY-MM-DD)"},currencyCode:{type:"string",description:'Currency code (e.g., "SGD")'}},required:["primarySnapshotDate"],group:"operational_reports",readOnly:!0,searchHint:"generate bank account balance summary report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>Sb(e.client,{primarySnapshotDate:t.primarySnapshotDate,currencyCode:t.currencyCode})},{name:"generate_bank_recon_summary",description:"Generate bank reconciliation summary for a specific bank account. Essential for month-end close \u2014 call this for each in-scope bank account for the current entity and reporting period. Use for bank recon status, unreconciled items count, or reconciliation summaries.",params:{bankAccountResourceId:{type:"string",description:"Bank account resourceId"},primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},currencyCode:{type:"string",description:"Currency code"},tags:{type:"array",items:{type:"string"},description:"Filter by tags"}},required:["bankAccountResourceId","primarySnapshotStartDate","primarySnapshotEndDate"],group:"operational_reports",readOnly:!0,searchHint:"generate bank reconciliation summary report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>_b(e.client,t)},{name:"generate_bank_recon_details",description:"Generate detailed bank reconciliation report showing matched/unmatched items.",params:{bankAccountResourceId:{type:"string",description:"Bank account resourceId"},primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},filter:{type:"object",description:'Filter criteria (e.g., { status: "UNMATCHED" })'},currencyCode:{type:"string",description:"Currency code"}},required:["bankAccountResourceId","primarySnapshotStartDate","primarySnapshotEndDate","filter"],group:"operational_reports",readOnly:!0,searchHint:"generate bank reconciliation detailed report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>Eb(e.client,t)},{name:"generate_fa_summary",description:"Generate fixed assets summary report grouped by account, type, category, or status.",params:{primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},groupBy:{type:"string",enum:["ACCOUNT","TYPE","CATEGORY","STATUS"],description:"Grouping dimension"},currencyCode:{type:"string",description:"Currency code"}},required:["primarySnapshotStartDate","primarySnapshotEndDate","groupBy"],group:"operational_reports",readOnly:!0,searchHint:"generate fixed asset summary depreciation report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>Cb(e.client,t)},{name:"generate_fa_recon_summary",description:"Generate fixed assets reconciliation summary \u2014 reconciles asset register with general ledger.",params:{primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},accountResourceIds:{type:"array",items:{type:"string"},description:"Filter by specific asset account IDs"},currencyCode:{type:"string",description:"Currency code"}},required:["primarySnapshotStartDate","primarySnapshotEndDate"],group:"operational_reports",readOnly:!0,searchHint:"generate fixed asset reconciliation report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>Ib(e.client,t)},{name:"generate_ar_report",description:"Generate accounts receivable aging report. Shows outstanding invoices grouped by aging buckets. Use this when discussing customer payment allocation, credit control, or AR status \u2014 generate the report to show the full picture.",params:{endDate:{type:"string",description:"Report date (YYYY-MM-DD) \u2014 point-in-time snapshot"}},required:["endDate"],group:"operational_reports",readOnly:!0,searchHint:"generate detailed accounts receivable report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>xb(e.client,{endDate:t.endDate})},{name:"get_ledger_highlights",description:"Get ledger highlights \u2014 summary metadata about the org general ledger: transaction counts by type, date range, active accounts, active currencies, and cross-currency detection. No parameters needed.",params:{},required:[],group:"operational_reports",readOnly:!0,searchHint:"get ledger highlights key metrics for period",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async e=>Ab(e.client)},gt("list_contact_groups","List contact groups with their associated contacts. Used to segment customers/suppliers.","contact_groups",(e,t,r)=>o_(e,{limit:r,offset:t}),"list contact groups customer supplier categories"),Yn("get_contact_group","Get contact group details including all associated contacts.","contact_groups",(e,t)=>i_(e,t),"get contact group details members"),Rt({name:"search_contact_groups",description:"Search contact groups.",group:"contact_groups",fields:mf,defaults:hf,fetcher:s_,searchHint:"find contact groups segments categories by name"}),{name:"create_contact_group",description:'Create a new contact group for segmenting contacts (e.g., "VIP Customers", "Government", "Overdue > 90 Days").',params:{name:{type:"string",description:"Group name"},contactResourceIds:{type:"array",items:{type:"string"},description:"Contact IDs to add to the group"}},required:["name"],group:"contact_groups",readOnly:!1,searchHint:"create new contact group category",execute:async(e,t)=>a_(e.client,{name:t.name,contactResourceIds:t.contactResourceIds})},{name:"update_contact_group",description:"Update a contact group name or members. NOTE: Update endpoint has a known 500 bug on some orgs \u2014 retry or recreate if it fails.",params:{resourceId:{type:"string",description:"Contact group resourceId"},name:{type:"string",description:"New group name"},contactResourceIds:{type:"array",items:{type:"string"},description:"Contact IDs to set as group members (replaces existing)"}},required:["resourceId"],group:"contact_groups",readOnly:!1,searchHint:"update contact group name details",execute:async(e,t)=>c_(e.client,t.resourceId,{name:t.name,contactResourceIds:t.contactResourceIds})},pn("delete_contact_group","Delete a contact group. Does not delete the contacts themselves.","contact_groups",(e,t)=>u_(e,t),"permanently delete a contact group"),gt("list_custom_fields","List custom fields defined for the organization. Custom fields add extra data to invoices, bills, credit notes, and payments.","custom_fields",(e,t,r)=>f_(e,{limit:r,offset:t}),"list custom fields metadata on transactions"),{name:"get_custom_field",description:"Get a custom field by resourceId. Returns full definition including appliesTo flags and list options.",params:{resourceId:{type:"string",description:"Custom field resourceId"}},required:["resourceId"],group:"custom_fields",readOnly:!0,searchHint:"get custom field definition details",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async(e,t)=>m_(e.client,t.resourceId)},Rt({name:"search_custom_fields",description:"Search custom fields by name or data type.",group:"custom_fields",fields:pf,defaults:ff,fetcher:h_,searchHint:"find custom fields by name data type"}),{name:"create_custom_field",description:`Create a new custom field. Custom fields appear on transactions (invoices, bills, credit notes, payments).
+Dynamic strings (reference/lineItem name/notes): ${Km} \u2014 relative to transaction date.`,params:{interval:{type:"string",enum:["WEEKLY","MONTHLY","QUARTERLY","YEARLY"],description:"Billing interval"},startDate:{type:"string",description:"Start date (YYYY-MM-DD)"},endDate:{type:"string",description:"End date (YYYY-MM-DD, optional for ongoing)"},contactResourceId:{type:"string",description:"Customer contact resourceId"},reference:{type:"string",description:"Invoice reference (REQUIRED). Supports dynamic strings: {{Month}}, {{Year}}, etc."},valueDate:{type:"string",description:"Invoice date (YYYY-MM-DD)"},dueDate:{type:"string",description:"Due date (YYYY-MM-DD)"},accountResourceId:{type:"string",description:"Revenue account resourceId (applied to ALL line items \u2014 must be same)"},taxProfileResourceId:{type:"string",description:"Tax profile resourceId (applied to ALL line items \u2014 must be same)"},lineItems:{type:"array",items:{type:"object",properties:{name:{type:"string"},unitPrice:{type:"number"},quantity:{type:"number"}},required:["name","unitPrice","quantity"]},description:"Line items (name, unitPrice, quantity only \u2014 account/tax set at top level)"}},required:["interval","startDate","contactResourceId","lineItems","accountResourceId","valueDate","dueDate","reference"],group:"subscriptions",readOnly:!1,searchHint:"create new recurring subscription billing schedule",execute:async(e,t)=>{let{interval:r,startDate:n,endDate:o,contactResourceId:i,reference:s,valueDate:a,dueDate:c,accountResourceId:u,taxProfileResourceId:l,lineItems:d}=t,f=d.map(m=>({...m,accountResourceId:u,...l?{taxProfileResourceId:l}:{}})),p={repeat:r,startDate:n,status:"ACTIVE",proratedConfig:{proratedAdjustmentLineText:"Prorated adjustment"},invoice:{contactResourceId:i,reference:s||`SUB-${Date.now()}`,valueDate:a,dueDate:c,lineItems:f,saveAsDraft:!1}};return o&&(p.endDate=o),QS(e.client,p)}},{name:"update_subscription",description:"Update an existing subscription (interval, end date, or transaction template). When the user asks to update a subscription, use this tool directly. NOTE: accountResourceId and taxProfileResourceId on line items are immutable after creation \u2014 to change them, cancel and recreate.",params:{resourceId:{type:"string",description:"Subscription resourceId"},interval:{type:"string",enum:["WEEKLY","MONTHLY","QUARTERLY","YEARLY"]},endDate:{type:"string",description:"New end date (YYYY-MM-DD)"},data:{type:"object",description:"Updated transaction template"}},required:["resourceId"],group:"subscriptions",readOnly:!1,searchHint:"update subscription schedule amount details",execute:async(e,t)=>{let{resourceId:r,...n}=t;return e_(e.client,r,n)}},pn("delete_subscription","Delete a subscription. Removes the recurring schedule.","subscriptions",(e,t)=>t_(e,t),"permanently delete a subscription schedule"),{name:"cancel_subscription",description:"Cancel an active subscription. Prorates remaining period and stops future billing. Safe to call \u2014 subscriptions can be reactivated after cancellation. Always use this tool when the user asks to cancel a subscription. Must cancel before delete.",params:{resourceId:{type:"string",description:"Subscription resourceId"},cancelDateType:{type:"string",enum:["END_OF_CURRENT_PERIOD","END_OF_LAST_PERIOD","CUSTOM_DATE"],description:"When to end (default: END_OF_CURRENT_PERIOD)"},endDate:{type:"string",description:"Custom cancel date YYYY-MM-DD (only with CUSTOM_DATE)"},proratedAdjustmentLineText:{type:"string",description:'Label for proration line item (default: "Prorated adjustment")'}},required:["resourceId"],group:"subscriptions",readOnly:!1,searchHint:"cancel stop a recurring subscription",isDestructive:!0,execute:async(e,t)=>r_(e.client,t.resourceId,{cancelDateType:t.cancelDateType,endDate:t.endDate,proratedAdjustmentLineText:t.proratedAdjustmentLineText})},Rt({name:"search_scheduled_transactions",description:"Search scheduled transactions (subscriptions / recurring invoices / journals / cash entries).",group:"subscriptions",fields:Qp,defaults:ef,fetcher:n_,searchHint:"find scheduled recurring transactions subscriptions schedulers by type status interval contact"}),{name:"generate_vat_ledger",description:"Generate VAT/GST ledger report showing all tax transactions for the period.",params:{startDate:{type:"string",description:"Start date (YYYY-MM-DD)"},endDate:{type:"string",description:"End date (YYYY-MM-DD)"}},required:["startDate","endDate"],group:"financial_reports",readOnly:!0,searchHint:"generate VAT GST tax ledger report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>bb(e.client,{startDate:t.startDate,endDate:t.endDate})},{name:"generate_equity_movement",description:"Generate equity movement report (statement of changes in equity).",params:{primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},currencyCode:{type:"string",description:'Currency code (e.g., "SGD")'},compareWith:{type:"string",description:'Compare with period (e.g., "PREVIOUS_YEAR")'},compareCount:{type:"number",description:"Number of comparison periods"}},required:["primarySnapshotStartDate","primarySnapshotEndDate"],group:"financial_reports",readOnly:!0,searchHint:"generate equity movement statement report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>vb(e.client,t)},{name:"generate_bank_balance_summary",description:"Generate bank balance summary report \u2014 snapshot of all bank account balances at a point in time.",params:{primarySnapshotDate:{type:"string",description:"Snapshot date (YYYY-MM-DD)"},currencyCode:{type:"string",description:'Currency code (e.g., "SGD")'}},required:["primarySnapshotDate"],group:"operational_reports",readOnly:!0,searchHint:"generate bank account balance summary report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>Sb(e.client,{primarySnapshotDate:t.primarySnapshotDate,currencyCode:t.currencyCode})},{name:"generate_bank_recon_summary",description:"Generate bank reconciliation summary for a specific bank account. Essential for month-end close \u2014 call this for each in-scope bank account for the current entity and reporting period. Use for bank recon status, unreconciled items count, or reconciliation summaries.",params:{bankAccountResourceId:{type:"string",description:"Bank account resourceId"},primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},currencyCode:{type:"string",description:"Currency code"},tags:{type:"array",items:{type:"string"},description:"Filter by tags"}},required:["bankAccountResourceId","primarySnapshotStartDate","primarySnapshotEndDate"],group:"operational_reports",readOnly:!0,searchHint:"generate bank reconciliation summary report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>_b(e.client,t)},{name:"generate_bank_recon_details",description:"Generate detailed bank reconciliation report showing matched/unmatched items.",params:{bankAccountResourceId:{type:"string",description:"Bank account resourceId"},primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},filter:{type:"object",description:'Filter criteria (e.g., { status: "UNMATCHED" })'},currencyCode:{type:"string",description:"Currency code"}},required:["bankAccountResourceId","primarySnapshotStartDate","primarySnapshotEndDate","filter"],group:"operational_reports",readOnly:!0,searchHint:"generate bank reconciliation detailed report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>Eb(e.client,t)},{name:"generate_fa_summary",description:"Generate fixed assets summary report grouped by account, type, category, or status.",params:{primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},groupBy:{type:"string",enum:["ACCOUNT","TYPE","CATEGORY","STATUS"],description:"Grouping dimension"},currencyCode:{type:"string",description:"Currency code"}},required:["primarySnapshotStartDate","primarySnapshotEndDate","groupBy"],group:"operational_reports",readOnly:!0,searchHint:"generate fixed asset summary depreciation report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>Cb(e.client,t)},{name:"generate_fa_recon_summary",description:"Generate fixed assets reconciliation summary \u2014 reconciles asset register with general ledger.",params:{primarySnapshotStartDate:{type:"string",description:"Period start date (YYYY-MM-DD)"},primarySnapshotEndDate:{type:"string",description:"Period end date (YYYY-MM-DD)"},accountResourceIds:{type:"array",items:{type:"string"},description:"Filter by specific asset account IDs"},currencyCode:{type:"string",description:"Currency code"}},required:["primarySnapshotStartDate","primarySnapshotEndDate"],group:"operational_reports",readOnly:!0,searchHint:"generate fixed asset reconciliation report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>Ib(e.client,t)},{name:"generate_ar_report",description:"Generate accounts receivable aging report. Shows outstanding invoices grouped by aging buckets. Use this when discussing customer payment allocation, credit control, or AR status \u2014 generate the report to show the full picture.",params:{endDate:{type:"string",description:"Report date (YYYY-MM-DD) \u2014 point-in-time snapshot"}},required:["endDate"],group:"operational_reports",readOnly:!0,searchHint:"generate detailed accounts receivable report",isConcurrencySafe:!0,maxResultSizeChars:1e5,execute:async(e,t)=>xb(e.client,{endDate:t.endDate})},{name:"get_ledger_highlights",description:"Get ledger highlights \u2014 summary metadata about the org general ledger: transaction counts by type, date range, active accounts, active currencies, and cross-currency detection. No parameters needed.",params:{},required:[],group:"operational_reports",readOnly:!0,searchHint:"get ledger highlights key metrics for period",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async e=>Ab(e.client)},gt("list_contact_groups","List contact groups with their associated contacts. Used to segment customers/suppliers.","contact_groups",(e,t,r)=>o_(e,{limit:r,offset:t}),"list contact groups customer supplier categories"),Yn("get_contact_group","Get contact group details including all associated contacts.","contact_groups",(e,t)=>i_(e,t),"get contact group details members"),Rt({name:"search_contact_groups",description:"Search contact groups.",group:"contact_groups",fields:mf,defaults:hf,fetcher:s_,searchHint:"find contact groups segments categories by name"}),{name:"create_contact_group",description:'Create a new contact group for segmenting contacts (e.g., "VIP Customers", "Government", "Overdue > 90 Days").',params:{name:{type:"string",description:"Group name"},contactResourceIds:{type:"array",items:{type:"string"},description:"Contact IDs to add to the group"}},required:["name"],group:"contact_groups",readOnly:!1,searchHint:"create new contact group category",execute:async(e,t)=>a_(e.client,{name:t.name,contactResourceIds:t.contactResourceIds})},{name:"update_contact_group",description:"Update a contact group name or members. NOTE: Update endpoint has a known 500 bug on some orgs \u2014 retry or recreate if it fails.",params:{resourceId:{type:"string",description:"Contact group resourceId"},name:{type:"string",description:"New group name"},contactResourceIds:{type:"array",items:{type:"string"},description:"Contact IDs to set as group members (replaces existing)"}},required:["resourceId"],group:"contact_groups",readOnly:!1,searchHint:"update contact group name details",execute:async(e,t)=>c_(e.client,t.resourceId,{name:t.name,contactResourceIds:t.contactResourceIds})},pn("delete_contact_group","Delete a contact group. Does not delete the contacts themselves.","contact_groups",(e,t)=>u_(e,t),"permanently delete a contact group"),gt("list_custom_fields","List custom fields defined for the organization. Custom fields add extra data to invoices, bills, credit notes, and payments.","custom_fields",(e,t,r)=>f_(e,{limit:r,offset:t}),"list custom fields metadata on transactions"),{name:"get_custom_field",description:"Get a custom field by resourceId. Returns full definition including appliesTo flags and list options.",params:{resourceId:{type:"string",description:"Custom field resourceId"}},required:["resourceId"],group:"custom_fields",readOnly:!0,searchHint:"get custom field definition details",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async(e,t)=>m_(e.client,t.resourceId)},Rt({name:"search_custom_fields",description:"Search custom fields.",group:"custom_fields",fields:pf,defaults:ff,fetcher:h_,searchHint:"find custom fields user-defined attributes by name data type"}),{name:"create_custom_field",description:`Create a new custom field. Custom fields appear on transactions (invoices, bills, credit notes, payments).
 - Use appliesTo to control which transaction types show this field.
-- printOnDocuments controls whether the field appears on PDFs.`,params:{name:{type:"string",description:'Field name (e.g., "PO Number", "Cost Center")'},description:{type:"string",description:"Field description"},printOnDocuments:{type:"boolean",description:"Show on PDF documents (default false)"},appliesTo:{type:"object",description:"Which transaction types: { invoices: true, bills: true, customerCredits: true, supplierCredits: true, payments: true }"},fieldType:{type:"string",description:'Field type (e.g., "TEXT", "NUMBER", "DATE") \u2014 legacy param'},entityType:{type:"string",description:"Entity type \u2014 legacy param"}},required:["name"],group:"custom_fields",readOnly:!1,searchHint:"create new custom field for transactions",execute:async(e,t)=>g_(e.client,t)},{name:"update_custom_field",description:"Update a custom field definition. Can change name, description, printOnDocuments, and appliesTo flags.",params:{resourceId:{type:"string",description:"Custom field resourceId"},name:{type:"string",description:"New field name"},description:{type:"string",description:"New description"},printOnDocuments:{type:"boolean",description:"Show on PDF documents"},appliesTo:{type:"object",description:"Which transaction types: { invoices, bills, customerCredits, supplierCredits, payments }"}},required:["resourceId"],group:"custom_fields",readOnly:!1,searchHint:"update custom field name type settings",execute:async(e,t)=>{let{resourceId:r,...n}=t;return y_(e.client,r,n)}},pn("delete_custom_field","Delete a custom field. Removes it from all future transactions.","custom_fields",(e,t)=>D_(e,t),"permanently delete a custom field definition"),{name:"list_withholding_tax_codes",description:"List withholding tax codes (industry classification codes for PH/SG compliance). Returns full list (no pagination).",params:{},required:[],group:"tax_profiles",readOnly:!0,searchHint:"list withholding tax WHT codes",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async e=>i0(e.client)},Rt({name:"search_tax_profiles",description:"Search tax profiles by name, tax type code, applicability (sale/purchase). Filter appliesToSale/appliesToPurchase to scope by transaction type.",group:"tax_profiles",fields:cf,defaults:uf,fetcher:mu,searchHint:"find tax profiles by name type applicability"}),Yn("get_tax_profile","Get full tax profile details including tax rate, type code, and status.","tax_profiles",(e,t)=>n0(e,t),"get tax profile details rate code"),{name:"update_tax_profile",description:"Update an existing tax profile (name, rate, or status).",params:{resourceId:{type:"string",description:"Tax profile resourceId"},name:f$,taxRate:{type:"number"},status:{type:"string",enum:["ACTIVE","INACTIVE"],description:"Status (ACTIVE or INACTIVE)"}},required:["resourceId"],group:"tax_profiles",readOnly:!1,searchHint:"update tax profile name rate details",execute:async(e,t)=>o0(e.client,t.resourceId,{name:t.name,taxRate:t.taxRate,status:t.status})},gt("list_inventory_items","List inventory-tracked items with stock details, COGS accounts, and purchase/sale accounts.","inventory",(e,t,r)=>l_(e,{limit:r,offset:t}),"list inventory items stock levels quantities"),{name:"get_inventory_balance",description:"Get current inventory balance for a specific item \u2014 quantity on hand, average cost, base unit.",params:{itemResourceId:{type:"string",description:"Item resourceId"}},required:["itemResourceId"],group:"inventory",readOnly:!0,searchHint:"get inventory balance stock level for item",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async(e,t)=>p_(e.client,t.itemResourceId)},{name:"create_inventory_item",description:"Create a new inventory-tracked item. Requires itemCode, name, costingMethod (FIXED or WAC), cogsResourceId, and account links. Use --input for full JSON body.",params:{itemCode:{type:"string",description:"Unique item code (SKU)"},name:{type:"string",description:"Item name"},unit:{type:"string",description:'Unit of measure (e.g., "pcs", "kg")'},costingMethod:{type:"string",description:"Costing method: FIXED or WAC"},cogsResourceId:{type:"string",description:"COGS account resourceId (required)"},purchaseAccountResourceId:{type:"string",description:"Purchase account resourceId (required if cogsResourceId set)"},saleAccountResourceId:{type:"string",description:"Sale account resourceId (required if cogsResourceId set)"},appliesToSale:{type:"boolean",description:"Whether item applies to sales (required if cogsResourceId set)"},appliesToPurchase:{type:"boolean",description:"Whether item applies to purchases (required if cogsResourceId set)"},blockInsufficientDeductions:{type:"boolean",description:"Block transactions when insufficient stock (default: false)"}},required:["itemCode","name","costingMethod","cogsResourceId"],group:"inventory",readOnly:!1,searchHint:"create new inventory tracked stock item",execute:async(e,t)=>{let r={itemCode:t.itemCode,name:t.name,costingMethod:t.costingMethod,cogsResourceId:t.cogsResourceId,blockInsufficientDeductions:t.blockInsufficientDeductions??!1};return t.unit&&(r.unit=t.unit),t.purchaseAccountResourceId&&(r.purchaseAccountResourceId=t.purchaseAccountResourceId),t.saleAccountResourceId&&(r.saleAccountResourceId=t.saleAccountResourceId),t.appliesToSale!==void 0&&(r.appliesToSale=t.appliesToSale),t.appliesToPurchase!==void 0&&(r.appliesToPurchase=t.appliesToPurchase),d_(e.client,r)}},pn("delete_contact","Delete a contact. Cannot delete contacts with existing transactions.","contacts",(e,t)=>Py(e,t),"permanently delete a customer supplier contact"),pn("delete_account","Delete a chart of accounts entry. Cannot delete accounts with existing transactions.","accounts",(e,t)=>g0(e,t),"permanently delete a chart of accounts entry"),Yn("get_cash_transfer","Get full cash transfer details by resourceId.","cash_transfers",(e,t)=>sb(e,t),"get cash transfer details between accounts"),{name:"download_credit_note_pdf",description:"Download a customer credit note as PDF. Returns a file URL.",params:{resourceId:{type:"string",description:"Customer credit note resourceId"}},required:["resourceId"],group:"customer_credit_notes",readOnly:!0,searchHint:"download customer credit note as PDF file",isConcurrencySafe:!0,execute:async(e,t)=>Nb(e.client,t.resourceId)},{name:"get_transaction_summary",description:`Get a complete summary of any transaction \u2014 fetches the transaction, its attachments, and payment history in one call.
+- printOnDocuments controls whether the field appears on PDFs.`,params:{name:{type:"string",description:'Field name (e.g., "PO Number", "Cost Center")'},description:{type:"string",description:"Field description"},printOnDocuments:{type:"boolean",description:"Show on PDF documents (default false)"},appliesTo:{type:"object",description:"Which transaction types: { invoices: true, bills: true, customerCredits: true, supplierCredits: true, payments: true }"},fieldType:{type:"string",description:'Field type (e.g., "TEXT", "NUMBER", "DATE") \u2014 legacy param'},entityType:{type:"string",description:"Entity type \u2014 legacy param"}},required:["name"],group:"custom_fields",readOnly:!1,searchHint:"create new custom field for transactions",execute:async(e,t)=>g_(e.client,t)},{name:"update_custom_field",description:"Update a custom field definition. Can change name, description, printOnDocuments, and appliesTo flags.",params:{resourceId:{type:"string",description:"Custom field resourceId"},name:{type:"string",description:"New field name"},description:{type:"string",description:"New description"},printOnDocuments:{type:"boolean",description:"Show on PDF documents"},appliesTo:{type:"object",description:"Which transaction types: { invoices, bills, customerCredits, supplierCredits, payments }"}},required:["resourceId"],group:"custom_fields",readOnly:!1,searchHint:"update custom field name type settings",execute:async(e,t)=>{let{resourceId:r,...n}=t;return y_(e.client,r,n)}},pn("delete_custom_field","Delete a custom field. Removes it from all future transactions.","custom_fields",(e,t)=>D_(e,t),"permanently delete a custom field definition"),{name:"list_withholding_tax_codes",description:"List withholding tax codes (industry classification codes for PH/SG compliance). Returns full list (no pagination).",params:{},required:[],group:"tax_profiles",readOnly:!0,searchHint:"list withholding tax WHT codes",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async e=>i0(e.client)},Rt({name:"search_tax_profiles",description:"Search tax profiles. Use appliesToSale / appliesToPurchase filters to scope by transaction type.",group:"tax_profiles",fields:cf,defaults:uf,fetcher:mu,searchHint:"find tax profiles GST VAT WHT by name tax type code applicability sale purchase"}),Yn("get_tax_profile","Get full tax profile details including tax rate, type code, and status.","tax_profiles",(e,t)=>n0(e,t),"get tax profile details rate code"),{name:"update_tax_profile",description:"Update an existing tax profile (name, rate, or status).",params:{resourceId:{type:"string",description:"Tax profile resourceId"},name:f$,taxRate:{type:"number"},status:{type:"string",enum:["ACTIVE","INACTIVE"],description:"Status (ACTIVE or INACTIVE)"}},required:["resourceId"],group:"tax_profiles",readOnly:!1,searchHint:"update tax profile name rate details",execute:async(e,t)=>o0(e.client,t.resourceId,{name:t.name,taxRate:t.taxRate,status:t.status})},gt("list_inventory_items","List inventory-tracked items with stock details, COGS accounts, and purchase/sale accounts.","inventory",(e,t,r)=>l_(e,{limit:r,offset:t}),"list inventory items stock levels quantities"),{name:"get_inventory_balance",description:"Get current inventory balance for a specific item \u2014 quantity on hand, average cost, base unit.",params:{itemResourceId:{type:"string",description:"Item resourceId"}},required:["itemResourceId"],group:"inventory",readOnly:!0,searchHint:"get inventory balance stock level for item",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async(e,t)=>p_(e.client,t.itemResourceId)},{name:"create_inventory_item",description:"Create a new inventory-tracked item. Requires itemCode, name, costingMethod (FIXED or WAC), cogsResourceId, and account links. Use --input for full JSON body.",params:{itemCode:{type:"string",description:"Unique item code (SKU)"},name:{type:"string",description:"Item name"},unit:{type:"string",description:'Unit of measure (e.g., "pcs", "kg")'},costingMethod:{type:"string",description:"Costing method: FIXED or WAC"},cogsResourceId:{type:"string",description:"COGS account resourceId (required)"},purchaseAccountResourceId:{type:"string",description:"Purchase account resourceId (required if cogsResourceId set)"},saleAccountResourceId:{type:"string",description:"Sale account resourceId (required if cogsResourceId set)"},appliesToSale:{type:"boolean",description:"Whether item applies to sales (required if cogsResourceId set)"},appliesToPurchase:{type:"boolean",description:"Whether item applies to purchases (required if cogsResourceId set)"},blockInsufficientDeductions:{type:"boolean",description:"Block transactions when insufficient stock (default: false)"}},required:["itemCode","name","costingMethod","cogsResourceId"],group:"inventory",readOnly:!1,searchHint:"create new inventory tracked stock item",execute:async(e,t)=>{let r={itemCode:t.itemCode,name:t.name,costingMethod:t.costingMethod,cogsResourceId:t.cogsResourceId,blockInsufficientDeductions:t.blockInsufficientDeductions??!1};return t.unit&&(r.unit=t.unit),t.purchaseAccountResourceId&&(r.purchaseAccountResourceId=t.purchaseAccountResourceId),t.saleAccountResourceId&&(r.saleAccountResourceId=t.saleAccountResourceId),t.appliesToSale!==void 0&&(r.appliesToSale=t.appliesToSale),t.appliesToPurchase!==void 0&&(r.appliesToPurchase=t.appliesToPurchase),d_(e.client,r)}},pn("delete_contact","Delete a contact. Cannot delete contacts with existing transactions.","contacts",(e,t)=>Py(e,t),"permanently delete a customer supplier contact"),pn("delete_account","Delete a chart of accounts entry. Cannot delete accounts with existing transactions.","accounts",(e,t)=>g0(e,t),"permanently delete a chart of accounts entry"),Yn("get_cash_transfer","Get full cash transfer details by resourceId.","cash_transfers",(e,t)=>sb(e,t),"get cash transfer details between accounts"),{name:"download_credit_note_pdf",description:"Download a customer credit note as PDF. Returns a file URL.",params:{resourceId:{type:"string",description:"Customer credit note resourceId"}},required:["resourceId"],group:"customer_credit_notes",readOnly:!0,searchHint:"download customer credit note as PDF file",isConcurrencySafe:!0,execute:async(e,t)=>Nb(e.client,t.resourceId)},{name:"get_transaction_summary",description:`Get a complete summary of any transaction \u2014 fetches the transaction, its attachments, and payment history in one call.
 Works for invoices, bills, customer credit notes, supplier credit notes, and journals.`,params:{transactionType:{type:"string",enum:["invoice","bill","customer_credit_note","supplier_credit_note","journal"],description:"Transaction type"},resourceId:{type:"string",description:"Transaction resourceId"}},required:["transactionType","resourceId"],group:"search",readOnly:!0,searchHint:"get aggregated transaction counts totals by status",isConcurrencySafe:!0,maxResultSizeChars:2e4,execute:async(e,t)=>{let r=t.transactionType,n=t.resourceId,o=r==="invoice"?io(e.client,n):r==="bill"?to(e.client,n):r==="customer_credit_note"?Ro(e.client,n):r==="supplier_credit_note"?No(e.client,n):ni(e.client,n),i=r==="invoice"?"invoices":r==="bill"?"bills":r==="customer_credit_note"?"customer-credit-notes":r==="supplier_credit_note"?"supplier-credit-notes":"journals",[s,a]=await Promise.all([o,Bt(e.client,i,n)]),c;if(r==="invoice"||r==="bill")try{c=await wf(e.client,{filter:{businessTransactionResourceId:{eq:n}},limit:100})}catch{}let u=a.data??[];return{transaction:s.data,attachments:u,attachmentCount:u.length,...c?{payments:c.data,paymentCount:c.totalElements}:{}}}},{name:"bulk_finalize_drafts",description:"Finalize multiple draft transactions in one call. Attempts finalization for each item and returns per-item pass/fail results. Supports invoices, bills, and credit notes.",params:{items:{type:"array",items:{type:"object",properties:{type:{type:"string",enum:["invoice","bill","customer_credit_note","supplier_credit_note"],description:"Transaction type"},resourceId:{type:"string",description:"Transaction resourceId"}},required:["type","resourceId"]},description:"Array of {type, resourceId} to finalize"}},required:["items"],group:"drafts",readOnly:!1,searchHint:"bulk finalize approve multiple draft transactions",isDestructive:!0,execute:async(e,t)=>{let r=t.items,n=[];for(let o of r)try{let i=await eh(e.client,o.type,o.resourceId,{});o.type==="invoice"?await Cf(e.client,o.resourceId,i):o.type==="bill"?await Ed(e.client,o.resourceId,i):o.type==="customer_credit_note"?await $f(e.client,o.resourceId,i):o.type==="supplier_credit_note"&&await Ff(e.client,o.resourceId,i),n.push({...o,success:!0})}catch(i){n.push({...o,success:!1,error:i instanceof Error?i.message:String(i)})}return{total:r.length,succeeded:n.filter(o=>o.success).length,failed:n.filter(o=>!o.success).length,results:n}}},{name:"bulk_invite_org_users",description:`Invite multiple users to the organization in one call. Accepts an array of user objects.
 Each user needs: email, firstName, lastName, moduleRoles. Returns per-user pass/fail results.`,params:{users:{type:"array",items:{type:"object",properties:{email:{type:"string",description:"User email"},firstName:{type:"string",description:"First name"},lastName:{type:"string",description:"Last name"},moduleRoles:{type:"array",items:{type:"object",properties:{moduleName:{type:"string"},roleCode:{type:"string"}}},description:"Module roles to assign"}},required:["email","firstName","lastName"]},description:"Array of users to invite"}},required:["users"],group:"org_users",readOnly:!1,searchHint:"bulk invite multiple users to organization",execute:async(e,t)=>{let r=t.users,n=[];for(let o of r)try{let i=await Pu(e.client,{...o,moduleRoles:o.moduleRoles??[]});n.push({email:o.email,success:!0,resourceId:i.data?.resourceId})}catch(i){n.push({email:o.email,success:!1,error:i instanceof Error?i.message:String(i)})}return{total:r.length,succeeded:n.filter(o=>o.success).length,failed:n.filter(o=>!o.success).length,results:n}}},{name:"bulk_create_contacts",description:`Create multiple contacts in one call. Deduplicates against existing contacts (exact name match).
 Returns per-contact result: created, skipped (duplicate), or failed.`,params:{contacts:{type:"array",items:{type:"object",properties:{billingName:{type:"string",description:"Official billing name"},name:{type:"string",description:"Display name"},email:{type:"string",description:"Primary email"},customer:{type:"boolean",description:"Is a customer"},supplier:{type:"boolean",description:"Is a supplier"}},required:["billingName"]},description:"Array of contacts to create"},skipDuplicates:{type:"boolean",description:"Skip contacts that match existing names (default true)"}},required:["contacts"],group:"contacts",readOnly:!1,searchHint:"bulk create multiple customer supplier contacts",execute:async(e,t)=>{let r=t.contacts,n=t.skipDuplicates??!0,o=[];for(let i of r)try{if(n){let a=await Dp(e.client,i.name??i.billingName);if(a){o.push({billingName:i.billingName,status:"skipped",resourceId:a.resourceId});continue}}let s=await Gc(e.client,{billingName:i.billingName,name:i.name??i.billingName,emails:i.email?[i.email]:void 0,customer:i.customer??!0,supplier:i.supplier??!1});o.push({billingName:i.billingName,status:"created",resourceId:s.data.resourceId})}catch(s){o.push({billingName:i.billingName,status:"failed",error:s instanceof Error?s.message:String(s)})}return{total:r.length,created:o.filter(i=>i.status==="created").length,skipped:o.filter(i=>i.status==="skipped").length,failed:o.filter(i=>i.status==="failed").length,results:o}}},{name:"quick_fix_transactions",description:`Bulk-update transactions of the same type. Only included fields change; omitted fields preserved.
@@ -803,7 +803,7 @@ Request patterns:
 Common line attrs: name, quantity, unit, unitPrice, discount, organizationAccountResourceId, taxProfileResourceId, classifierConfig. Purchase + withholdingTax. Journals/cash-entries use amount + description instead of unit/unitPrice. Full matrix in jaz-api Rule 107.
-Response: { updated, failed: [{resourceId, error, errorCode}] }. HTTP 207 = partial.`,params:{entity:{type:"string",enum:[...ul],description:"Transaction type"},lineItemResourceIds:{type:"array",items:{type:"string"},description:"Line item resourceIds to update (ARAP + accounting entities)"},attributes:{type:"object",description:"Fields to update on all specified line items"},schedulerUpdates:{type:"array",items:{type:"object"},description:"Per-scheduler updates: [{ schedulerResourceId, lineItemUpdates: [{ arrayIndex, ...fields }] }]. EXCEPTION: journal-schedules use lineItemResourceId (UUID) instead of arrayIndex."}},required:["entity"],group:"quick_fix",readOnly:!1,searchHint:"bulk update line item accounts tax profiles",execute:async(e,t)=>{let r=t.entity,n=["sale-schedules","purchase-schedules","subscription-schedules","journal-schedules"].includes(r),o={};if(n){if(!t.schedulerUpdates)throw new Error("schedulerUpdates is required for scheduler entities (sale-schedules, purchase-schedules, subscription-schedules, journal-schedules)");o.schedulerUpdates=t.schedulerUpdates}else{if(!t.lineItemResourceIds)throw new Error("lineItemResourceIds is required for non-scheduler entities");o.lineItemResourceIds=t.lineItemResourceIds,o.attributes=t.attributes??{}}return Vm(e.client,r,o)}},gt("list_nano_classifiers","List nano classifiers (tracking categories). Paginated. Nano classifiers tag line items with structured categories.","nano_classifiers",(e,t,r)=>b_(e,{limit:r,offset:t}),"list nano classifiers tracking categories types"),Yn("get_nano_classifier","Get a nano classifier by resourceId. Returns type and all classes.","nano_classifiers",(e,t)=>v_(e,t),"get nano classifier tracking category details"),Rt({name:"search_nano_classifiers",description:"Search nano classifiers (tracking categories) by type name.",group:"nano_classifiers",fields:vf,defaults:Sf,fetcher:S_,searchHint:"find nano classifiers tracking categories by type"}),{name:"create_nano_classifier",description:"Create a nano classifier (tracking category). Provide a type name and list of class names. printable defaults to true (NOTE: printable: false is currently rejected by a server bug \u2014 always use true).",params:{type:{type:"string",description:'Classifier type name (e.g., "Department", "Project")'},classes:{type:"array",items:{type:"string"},description:'Class names: ["Sales", "Marketing", "Engineering"]'},printable:{type:"boolean",description:"Show on printed documents (default: true). NOTE: false is rejected by a server bug."}},required:["type","classes"],group:"nano_classifiers",readOnly:!1,searchHint:"create new nano classifier tracking category",execute:async(e,t)=>Hm(e.client,{type:t.type,classes:t.classes,printable:t.printable??!0})},{name:"update_nano_classifier",description:"Update a nano classifier \u2014 change type name, modify classes, or toggle printable.",params:{resourceId:{type:"string",description:"Nano classifier resourceId"},type:{type:"string",description:"New type name"},classes:{type:"array",items:{type:"string"},description:'Updated class names: ["Sales", "Marketing"]'},printable:{type:"boolean",description:"Show on printed documents"}},required:["resourceId"],group:"nano_classifiers",readOnly:!1,searchHint:"update nano classifier classes and settings",execute:async(e,t)=>{let r={};return t.type&&(r.type=t.type),t.classes&&(r.classes=t.classes),t.printable!==void 0&&(r.printable=t.printable),Wm(e.client,t.resourceId,r)}},pn("delete_nano_classifier","Delete a nano classifier.","nano_classifiers",(e,t)=>__(e,t),"permanently delete a nano classifier type"),{name:"list_invoice_payments",description:"List all payments recorded against an invoice. Returns payment records with amounts, dates, and methods.",params:{resourceId:{type:"string",description:"Invoice resourceId"}},required:["resourceId"],group:"payments",readOnly:!0,searchHint:"list payment records on an invoice",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>L0(e.client,t.resourceId)},{name:"list_invoice_credits",description:"List all credit notes applied to an invoice.",params:{resourceId:{type:"string",description:"Invoice resourceId"}},required:["resourceId"],group:"payments",readOnly:!0,searchHint:"list credit applications on an invoice",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>j0(e.client,t.resourceId)},{name:"reverse_invoice_credit",description:"Reverse (unapply) a credit note from an invoice. The credit note becomes UNAPPLIED again.",params:{resourceId:{type:"string",description:"Invoice resourceId"},creditResourceId:{type:"string",description:"Credit application resourceId to reverse"}},required:["resourceId","creditResourceId"],group:"payments",readOnly:!1,searchHint:"reverse a credit note application on invoice",isDestructive:!0,execute:async(e,t)=>(await M0(e.client,t.resourceId,t.creditResourceId),{reversed:!0,invoiceId:t.resourceId,creditId:t.creditResourceId})},{name:"list_bill_payments",description:"List all payments recorded against a bill. Returns payment records with amounts, dates, and methods.",params:{resourceId:{type:"string",description:"Bill resourceId"}},required:["resourceId"],group:"payments",readOnly:!0,searchHint:"list payment records on a bill",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>Oy(e.client,t.resourceId)},{name:"list_bill_credits",description:"List all credit notes applied to a bill.",params:{resourceId:{type:"string",description:"Bill resourceId"}},required:["resourceId"],group:"payments",readOnly:!0,searchHint:"list credit applications on a bill",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>$y(e.client,t.resourceId)},{name:"reverse_bill_credit",description:"Reverse (unapply) a supplier credit note from a bill. The credit note becomes UNAPPLIED again.",params:{resourceId:{type:"string",description:"Bill resourceId"},creditResourceId:{type:"string",description:"Credit application resourceId to reverse"}},required:["resourceId","creditResourceId"],group:"payments",readOnly:!1,searchHint:"reverse a credit note application on bill",isDestructive:!0,execute:async(e,t)=>(await Ry(e.client,t.resourceId,t.creditResourceId),{reversed:!0,billId:t.resourceId,creditId:t.creditResourceId})},Yn("get_scheduled_invoice","Get a scheduled (recurring) invoice by resourceId.","schedulers",(e,t)=>sv(e,t),"get scheduled recurring invoice details"),{name:"update_scheduled_invoice",description:"Update a scheduled invoice \u2014 change schedule settings and/or the invoice template.",params:{resourceId:{type:"string",description:"Scheduled invoice resourceId"},repeat:{type:"string",description:"Recurrence: WEEKLY, MONTHLY, QUARTERLY, YEARLY"},startDate:{type:"string",description:"First occurrence date (YYYY-MM-DD)"},endDate:{type:"string",description:"Last occurrence date (YYYY-MM-DD)"},status:{type:"string",description:"Status: ACTIVE or PAUSED"},invoice:{type:"object",description:"Invoice template: { reference, valueDate, dueDate, contactResourceId, lineItems, currency, tag, saveAsDraft }"}},required:["resourceId"],group:"schedulers",readOnly:!1,searchHint:"update recurring scheduled invoice settings",execute:async(e,t)=>{let r={};return t.repeat&&(r.repeat=t.repeat),t.startDate&&(r.startDate=t.startDate),t.endDate&&(r.endDate=t.endDate),t.status&&(r.status=t.status),t.invoice&&(r.invoice=t.invoice),av(e.client,t.resourceId,r)}},pn("delete_scheduled_invoice","Delete a scheduled (recurring) invoice.","schedulers",(e,t)=>cv(e,t),"delete a recurring scheduled invoice"),Yn("get_scheduled_bill","Get a scheduled (recurring) bill by resourceId.","schedulers",(e,t)=>uv(e,t),"get scheduled recurring bill details"),{name:"update_scheduled_bill",description:"Update a scheduled bill \u2014 change schedule settings and/or the bill template.",params:{resourceId:{type:"string",description:"Scheduled bill resourceId"},repeat:{type:"string",description:"Recurrence: WEEKLY, MONTHLY, QUARTERLY, YEARLY"},startDate:{type:"string",description:"First occurrence date (YYYY-MM-DD)"},endDate:{type:"string",description:"Last occurrence date (YYYY-MM-DD)"},status:{type:"string",description:"Status: ACTIVE or PAUSED"},bill:{type:"object",description:"Bill template: { reference, valueDate, dueDate, contactResourceId, lineItems, currency, tag, saveAsDraft }"}},required:["resourceId"],group:"schedulers",readOnly:!1,searchHint:"update recurring scheduled bill settings",execute:async(e,t)=>{let r={};return t.repeat&&(r.repeat=t.repeat),t.startDate&&(r.startDate=t.startDate),t.endDate&&(r.endDate=t.endDate),t.status&&(r.status=t.status),t.bill&&(r.bill=t.bill),lv(e.client,t.resourceId,r)}},pn("delete_scheduled_bill","Delete a scheduled (recurring) bill.","schedulers",(e,t)=>dv(e,t),"delete a recurring scheduled bill"),Yn("get_scheduled_journal","Get a scheduled (recurring) journal by resourceId.","schedulers",(e,t)=>pv(e,t),"get scheduled recurring journal details"),{name:"update_scheduled_journal",description:"Update a scheduled journal \u2014 change schedule settings and/or the journal template.",params:{resourceId:{type:"string",description:"Scheduled journal resourceId"},repeat:{type:"string",description:"Recurrence: WEEKLY, MONTHLY, QUARTERLY, YEARLY"},startDate:{type:"string",description:"First occurrence date (YYYY-MM-DD)"},endDate:{type:"string",description:"Last occurrence date (YYYY-MM-DD)"},status:{type:"string",description:"Status: ACTIVE or PAUSED"},valueDate:{type:"string",description:"Journal date (YYYY-MM-DD)"},schedulerEntries:{type:"array",items:{type:"object"},description:"Journal entries: [{ accountResourceId, type: CREDIT|DEBIT, amount, ... }]"},reference:{type:"string",description:"Journal reference"},notes:{type:"string",description:"Journal notes"}},required:["resourceId"],group:"schedulers",readOnly:!1,searchHint:"update recurring scheduled journal settings",execute:async(e,t)=>{let r={};return t.repeat&&(r.repeat=t.repeat),t.startDate&&(r.startDate=t.startDate),t.endDate&&(r.endDate=t.endDate),t.status&&(r.status=t.status),t.valueDate&&(r.valueDate=t.valueDate),t.schedulerEntries&&(r.schedulerEntries=t.schedulerEntries),t.reference&&(r.reference=t.reference),t.notes&&(r.notes=t.notes),fv(e.client,t.resourceId,r)}},pn("delete_scheduled_journal","Delete a scheduled (recurring) journal.","schedulers",(e,t)=>mv(e,t),"delete a recurring scheduled journal"),Yn("get_payment","Get a specific payment record by resourceId. Returns payment amount, method, date, and reference.","payments",(e,t)=>cb(e,t),"get payment record details by id"),{name:"update_payment",description:"Update a payment record \u2014 correct amount, reference, date, method, or account.",params:{resourceId:{type:"string",description:"Payment resourceId (from invoice/bill paymentRecords)"},paymentAmount:{type:"number",description:"Corrected payment amount (bank currency)"},reference:{type:"string",description:"Payment reference"},valueDate:{type:"string",description:"Payment date (YYYY-MM-DD)"},paymentMethod:Qm,accountResourceId:{type:"string",description:"Bank/cash account resourceId"},transactionFee:{type:"number",description:"Transaction fee amount"}},required:["resourceId"],group:"payments",readOnly:!1,searchHint:"update payment amount reference date method",execute:async(e,t)=>{let r={};return t.paymentAmount!==void 0&&(r.paymentAmount=t.paymentAmount),t.reference&&(r.reference=t.reference),t.valueDate&&(r.valueDate=t.valueDate),t.paymentMethod&&(r.paymentMethod=t.paymentMethod),t.accountResourceId&&(r.accountResourceId=t.accountResourceId),t.transactionFee!==void 0&&(r.transactionFee=t.transactionFee),ub(e.client,t.resourceId,r)}},pn("delete_payment","Delete (void) a payment record. The associated invoice/bill balance is restored.","payments",(e,t)=>lb(e,t),"delete void a payment record restore balance"),{name:"get_export_columns",description:"List all exportable columns for an entity type, including their paths and data types. Use paths from this response to build custom column sets for export_records or preview_export_records.",params:{entityType:m$},required:["entityType"],group:"export_records",readOnly:!0,isConcurrencySafe:!0,searchHint:"list export columns fields for entity type",execute:async(e,t)=>I_(e.client,t.entityType)},{name:"preview_export_records",description:"Preview an export before generating the file. Returns totalRecords, up to 10 sample rows, resolved column definitions, and a human-readable filterDescription. Use this to confirm scope before calling export_records. Pass either query OR filter, never both.",params:{entityType:m$,query:BJ,filter:UJ,columns:qJ,sort:zJ},required:["entityType"],group:"export_records",readOnly:!0,isConcurrencySafe:!0,searchHint:"preview export records count sample rows filter",execute:async(e,t)=>C_(e.client,{entityType:t.entityType,outputFormat:"XLSX",query:t.query,filter:t.filter,columns:t.columns,sort:t.sort})},{name:"export_records",description:`Raw entity-row XLSX export for one entity type (invoices/bills/contacts/items/journals/bank records/cashflow/fixed assets \u2014 one row per record, with column selection). Returns pre-signed download URL (~5 min), fileName, totalCount. Pass query OR filter, never both. Use preview_export_records first to confirm scope.
+Response: { updated, failed: [{resourceId, error, errorCode}] }. HTTP 207 = partial.`,params:{entity:{type:"string",enum:[...ul],description:"Transaction type"},lineItemResourceIds:{type:"array",items:{type:"string"},description:"Line item resourceIds to update (ARAP + accounting entities)"},attributes:{type:"object",description:"Fields to update on all specified line items"},schedulerUpdates:{type:"array",items:{type:"object"},description:"Per-scheduler updates: [{ schedulerResourceId, lineItemUpdates: [{ arrayIndex, ...fields }] }]. EXCEPTION: journal-schedules use lineItemResourceId (UUID) instead of arrayIndex."}},required:["entity"],group:"quick_fix",readOnly:!1,searchHint:"bulk update line item accounts tax profiles",execute:async(e,t)=>{let r=t.entity,n=["sale-schedules","purchase-schedules","subscription-schedules","journal-schedules"].includes(r),o={};if(n){if(!t.schedulerUpdates)throw new Error("schedulerUpdates is required for scheduler entities (sale-schedules, purchase-schedules, subscription-schedules, journal-schedules)");o.schedulerUpdates=t.schedulerUpdates}else{if(!t.lineItemResourceIds)throw new Error("lineItemResourceIds is required for non-scheduler entities");o.lineItemResourceIds=t.lineItemResourceIds,o.attributes=t.attributes??{}}return Vm(e.client,r,o)}},gt("list_nano_classifiers","List nano classifiers (tracking categories). Paginated. Nano classifiers tag line items with structured categories.","nano_classifiers",(e,t,r)=>b_(e,{limit:r,offset:t}),"list nano classifiers tracking categories types"),Yn("get_nano_classifier","Get a nano classifier by resourceId. Returns type and all classes.","nano_classifiers",(e,t)=>v_(e,t),"get nano classifier tracking category details"),Rt({name:"search_nano_classifiers",description:"Search nano classifiers (tracking categories).",group:"nano_classifiers",fields:vf,defaults:Sf,fetcher:S_,searchHint:"find nano classifiers tracking categories cost centers departments by type name"}),{name:"create_nano_classifier",description:"Create a nano classifier (tracking category). Provide a type name and list of class names. printable defaults to true (NOTE: printable: false is currently rejected by a server bug \u2014 always use true).",params:{type:{type:"string",description:'Classifier type name (e.g., "Department", "Project")'},classes:{type:"array",items:{type:"string"},description:'Class names: ["Sales", "Marketing", "Engineering"]'},printable:{type:"boolean",description:"Show on printed documents (default: true). NOTE: false is rejected by a server bug."}},required:["type","classes"],group:"nano_classifiers",readOnly:!1,searchHint:"create new nano classifier tracking category",execute:async(e,t)=>Hm(e.client,{type:t.type,classes:t.classes,printable:t.printable??!0})},{name:"update_nano_classifier",description:"Update a nano classifier \u2014 change type name, modify classes, or toggle printable.",params:{resourceId:{type:"string",description:"Nano classifier resourceId"},type:{type:"string",description:"New type name"},classes:{type:"array",items:{type:"string"},description:'Updated class names: ["Sales", "Marketing"]'},printable:{type:"boolean",description:"Show on printed documents"}},required:["resourceId"],group:"nano_classifiers",readOnly:!1,searchHint:"update nano classifier classes and settings",execute:async(e,t)=>{let r={};return t.type&&(r.type=t.type),t.classes&&(r.classes=t.classes),t.printable!==void 0&&(r.printable=t.printable),Wm(e.client,t.resourceId,r)}},pn("delete_nano_classifier","Delete a nano classifier.","nano_classifiers",(e,t)=>__(e,t),"permanently delete a nano classifier type"),{name:"list_invoice_payments",description:"List all payments recorded against an invoice. Returns payment records with amounts, dates, and methods.",params:{resourceId:{type:"string",description:"Invoice resourceId"}},required:["resourceId"],group:"payments",readOnly:!0,searchHint:"list payment records on an invoice",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>L0(e.client,t.resourceId)},{name:"list_invoice_credits",description:"List all credit notes applied to an invoice.",params:{resourceId:{type:"string",description:"Invoice resourceId"}},required:["resourceId"],group:"payments",readOnly:!0,searchHint:"list credit applications on an invoice",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>j0(e.client,t.resourceId)},{name:"reverse_invoice_credit",description:"Reverse (unapply) a credit note from an invoice. The credit note becomes UNAPPLIED again.",params:{resourceId:{type:"string",description:"Invoice resourceId"},creditResourceId:{type:"string",description:"Credit application resourceId to reverse"}},required:["resourceId","creditResourceId"],group:"payments",readOnly:!1,searchHint:"reverse a credit note application on invoice",isDestructive:!0,execute:async(e,t)=>(await M0(e.client,t.resourceId,t.creditResourceId),{reversed:!0,invoiceId:t.resourceId,creditId:t.creditResourceId})},{name:"list_bill_payments",description:"List all payments recorded against a bill. Returns payment records with amounts, dates, and methods.",params:{resourceId:{type:"string",description:"Bill resourceId"}},required:["resourceId"],group:"payments",readOnly:!0,searchHint:"list payment records on a bill",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>Oy(e.client,t.resourceId)},{name:"list_bill_credits",description:"List all credit notes applied to a bill.",params:{resourceId:{type:"string",description:"Bill resourceId"}},required:["resourceId"],group:"payments",readOnly:!0,searchHint:"list credit applications on a bill",isConcurrencySafe:!0,maxResultSizeChars:5e4,execute:async(e,t)=>$y(e.client,t.resourceId)},{name:"reverse_bill_credit",description:"Reverse (unapply) a supplier credit note from a bill. The credit note becomes UNAPPLIED again.",params:{resourceId:{type:"string",description:"Bill resourceId"},creditResourceId:{type:"string",description:"Credit application resourceId to reverse"}},required:["resourceId","creditResourceId"],group:"payments",readOnly:!1,searchHint:"reverse a credit note application on bill",isDestructive:!0,execute:async(e,t)=>(await Ry(e.client,t.resourceId,t.creditResourceId),{reversed:!0,billId:t.resourceId,creditId:t.creditResourceId})},Yn("get_scheduled_invoice","Get a scheduled (recurring) invoice by resourceId.","schedulers",(e,t)=>sv(e,t),"get scheduled recurring invoice details"),{name:"update_scheduled_invoice",description:"Update a scheduled invoice \u2014 change schedule settings and/or the invoice template.",params:{resourceId:{type:"string",description:"Scheduled invoice resourceId"},repeat:{type:"string",description:"Recurrence: WEEKLY, MONTHLY, QUARTERLY, YEARLY"},startDate:{type:"string",description:"First occurrence date (YYYY-MM-DD)"},endDate:{type:"string",description:"Last occurrence date (YYYY-MM-DD)"},status:{type:"string",description:"Status: ACTIVE or PAUSED"},invoice:{type:"object",description:"Invoice template: { reference, valueDate, dueDate, contactResourceId, lineItems, currency, tag, saveAsDraft }"}},required:["resourceId"],group:"schedulers",readOnly:!1,searchHint:"update recurring scheduled invoice settings",execute:async(e,t)=>{let r={};return t.repeat&&(r.repeat=t.repeat),t.startDate&&(r.startDate=t.startDate),t.endDate&&(r.endDate=t.endDate),t.status&&(r.status=t.status),t.invoice&&(r.invoice=t.invoice),av(e.client,t.resourceId,r)}},pn("delete_scheduled_invoice","Delete a scheduled (recurring) invoice.","schedulers",(e,t)=>cv(e,t),"delete a recurring scheduled invoice"),Yn("get_scheduled_bill","Get a scheduled (recurring) bill by resourceId.","schedulers",(e,t)=>uv(e,t),"get scheduled recurring bill details"),{name:"update_scheduled_bill",description:"Update a scheduled bill \u2014 change schedule settings and/or the bill template.",params:{resourceId:{type:"string",description:"Scheduled bill resourceId"},repeat:{type:"string",description:"Recurrence: WEEKLY, MONTHLY, QUARTERLY, YEARLY"},startDate:{type:"string",description:"First occurrence date (YYYY-MM-DD)"},endDate:{type:"string",description:"Last occurrence date (YYYY-MM-DD)"},status:{type:"string",description:"Status: ACTIVE or PAUSED"},bill:{type:"object",description:"Bill template: { reference, valueDate, dueDate, contactResourceId, lineItems, currency, tag, saveAsDraft }"}},required:["resourceId"],group:"schedulers",readOnly:!1,searchHint:"update recurring scheduled bill settings",execute:async(e,t)=>{let r={};return t.repeat&&(r.repeat=t.repeat),t.startDate&&(r.startDate=t.startDate),t.endDate&&(r.endDate=t.endDate),t.status&&(r.status=t.status),t.bill&&(r.bill=t.bill),lv(e.client,t.resourceId,r)}},pn("delete_scheduled_bill","Delete a scheduled (recurring) bill.","schedulers",(e,t)=>dv(e,t),"delete a recurring scheduled bill"),Yn("get_scheduled_journal","Get a scheduled (recurring) journal by resourceId.","schedulers",(e,t)=>pv(e,t),"get scheduled recurring journal details"),{name:"update_scheduled_journal",description:"Update a scheduled journal \u2014 change schedule settings and/or the journal template.",params:{resourceId:{type:"string",description:"Scheduled journal resourceId"},repeat:{type:"string",description:"Recurrence: WEEKLY, MONTHLY, QUARTERLY, YEARLY"},startDate:{type:"string",description:"First occurrence date (YYYY-MM-DD)"},endDate:{type:"string",description:"Last occurrence date (YYYY-MM-DD)"},status:{type:"string",description:"Status: ACTIVE or PAUSED"},valueDate:{type:"string",description:"Journal date (YYYY-MM-DD)"},schedulerEntries:{type:"array",items:{type:"object"},description:"Journal entries: [{ accountResourceId, type: CREDIT|DEBIT, amount, ... }]"},reference:{type:"string",description:"Journal reference"},notes:{type:"string",description:"Journal notes"}},required:["resourceId"],group:"schedulers",readOnly:!1,searchHint:"update recurring scheduled journal settings",execute:async(e,t)=>{let r={};return t.repeat&&(r.repeat=t.repeat),t.startDate&&(r.startDate=t.startDate),t.endDate&&(r.endDate=t.endDate),t.status&&(r.status=t.status),t.valueDate&&(r.valueDate=t.valueDate),t.schedulerEntries&&(r.schedulerEntries=t.schedulerEntries),t.reference&&(r.reference=t.reference),t.notes&&(r.notes=t.notes),fv(e.client,t.resourceId,r)}},pn("delete_scheduled_journal","Delete a scheduled (recurring) journal.","schedulers",(e,t)=>mv(e,t),"delete a recurring scheduled journal"),Yn("get_payment","Get a specific payment record by resourceId. Returns payment amount, method, date, and reference.","payments",(e,t)=>cb(e,t),"get payment record details by id"),{name:"update_payment",description:"Update a payment record \u2014 correct amount, reference, date, method, or account.",params:{resourceId:{type:"string",description:"Payment resourceId (from invoice/bill paymentRecords)"},paymentAmount:{type:"number",description:"Corrected payment amount (bank currency)"},reference:{type:"string",description:"Payment reference"},valueDate:{type:"string",description:"Payment date (YYYY-MM-DD)"},paymentMethod:Qm,accountResourceId:{type:"string",description:"Bank/cash account resourceId"},transactionFee:{type:"number",description:"Transaction fee amount"}},required:["resourceId"],group:"payments",readOnly:!1,searchHint:"update payment amount reference date method",execute:async(e,t)=>{let r={};return t.paymentAmount!==void 0&&(r.paymentAmount=t.paymentAmount),t.reference&&(r.reference=t.reference),t.valueDate&&(r.valueDate=t.valueDate),t.paymentMethod&&(r.paymentMethod=t.paymentMethod),t.accountResourceId&&(r.accountResourceId=t.accountResourceId),t.transactionFee!==void 0&&(r.transactionFee=t.transactionFee),ub(e.client,t.resourceId,r)}},pn("delete_payment","Delete (void) a payment record. The associated invoice/bill balance is restored.","payments",(e,t)=>lb(e,t),"delete void a payment record restore balance"),{name:"get_export_columns",description:"List all exportable columns for an entity type, including their paths and data types. Use paths from this response to build custom column sets for export_records or preview_export_records.",params:{entityType:m$},required:["entityType"],group:"export_records",readOnly:!0,isConcurrencySafe:!0,searchHint:"list export columns fields for entity type",execute:async(e,t)=>I_(e.client,t.entityType)},{name:"preview_export_records",description:"Preview an export before generating the file. Returns totalRecords, up to 10 sample rows, resolved column definitions, and a human-readable filterDescription. Use this to confirm scope before calling export_records. Pass either query OR filter, never both.",params:{entityType:m$,query:BJ,filter:UJ,columns:qJ,sort:zJ},required:["entityType"],group:"export_records",readOnly:!0,isConcurrencySafe:!0,searchHint:"preview export records count sample rows filter",execute:async(e,t)=>C_(e.client,{entityType:t.entityType,outputFormat:"XLSX",query:t.query,filter:t.filter,columns:t.columns,sort:t.sort})},{name:"export_records",description:`Raw entity-row XLSX export for one entity type (invoices/bills/contacts/items/journals/bank records/cashflow/fixed assets \u2014 one row per record, with column selection). Returns pre-signed download URL (~5 min), fileName, totalCount. Pass query OR filter, never both. Use preview_export_records first to confirm scope.
 DO NOT use this for analytical / audit reports, financial statements, aging, summary reports, or statement-of-account \u2014 those go through download_export.`,params:{entityType:m$,query:BJ,filter:UJ,columns:qJ,sort:zJ},required:["entityType"],group:"export_records",readOnly:!0,isConcurrencySafe:!0,searchHint:"export records download xlsx file url",execute:async(e,t)=>E_(e.client,{entityType:t.entityType,outputFormat:"XLSX",query:t.query,filter:t.filter,columns:t.columns,sort:t.sort})},Rt({name:"search_background_jobs",description:"Search and poll background jobs. ANY operation that returns a jobId (bulk_upsert_contacts, bulk_upsert_items, bank statement import, magic file processing, etc.) can be tracked here. Filter by resourceId (the jobId value) to poll a specific job. Poll until status is SUCCESS, FAILED, or PARTIAL_SUCCESS. Use processedCount/failedCount/totalRecords for progress. IMPORTANT: filter by resourceId field, NOT jobId \u2014 they differ.",group:"background_jobs",fields:tf,defaults:rf,fetcher:Zm,searchHint:"poll background job status by jobId type status"}),{name:"bulk_upsert_contacts",description:`Bulk create/update contacts (max 500). resourceId per row \u2192 update (partial; omitted fields preserve existing). Omit resourceId \u2192 create. ASYNC: returns jobId \u2192 poll search_background_jobs(filter:{resourceId:{eq:jobId}}) until SUCCESS / FAILED / PARTIAL_SUCCESS. Per-row failures in background job's errorDetails (NOT failedRows \u2014 that's the sync pattern).

package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.4.30",
+  "version": "5.4.31",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {