jaz-clio 5.47.10 → 5.47.12

package/README.md

@@ -3,13 +3,13 @@
 <p align="center">
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/v/jaz-clio?style=for-the-badge&logo=npm" alt="npm"></a>
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/dm/jaz-clio?style=for-the-badge&label=downloads" alt="npm downloads"></a>
-  <img src="https://img.shields.io/badge/tools-367-blue?style=for-the-badge" alt="367 tools">
+  <img src="https://img.shields.io/badge/tools-368-blue?style=for-the-badge" alt="368 tools">
   <a href="https://github.com/teamtinvio/jaz-ai/blob/main/LICENSE"><img src="https://img.shields.io/github/license/teamtinvio/jaz-ai?style=for-the-badge&color=green" alt="License"></a>
 </p>
 
 <p align="center"><b>Jaz accounting on the command line, and inside any AI agent.</b></p>
 
-367 tools · 66 command groups · 7 skills · 13 calculators · 12 close playbooks · 159 field-tested API rules.
+368 tools · 66 command groups · 7 skills · 13 calculators · 12 close playbooks · 159 field-tested API rules.
 
 ```bash
 npm install -g jaz-clio
@@ -77,7 +77,7 @@ that ends up in a journal.
 
 ## MCP server
 
-367 tools for any AI agent that speaks MCP. Runs locally: no cloud, no ports.
+368 tools for any AI agent that speaks MCP. Runs locally: no cloud, no ports.
 
 > **No install at all?** Claude.ai, ChatGPT, Cowork, and Microsoft Copilot Studio can use Jaz through the hosted connector. Add `https://mcp.jaz.ai/mcp` as a custom connector and sign in with OAuth, no key. The local setup below is for terminal use, scripting, and editors that run MCP servers as local processes.
 

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.47.10
+version: 5.47.12
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 159 production gotchas, error

package/assets/skills/api/references/full-api-surface.md

@@ -3,7 +3,7 @@
 > **The endpoints clio wraps — the REST surface is larger.** This file catalogues roughly 200
 > paths, organized by resource, including undocumented endpoints, magic AI features, admin
 > APIs, and advanced search/filter syntax. The committed OpenAPI spec (`spec/openapi.yaml`)
-> carries 440 paths / 367 operations and is the authoritative list; check it before concluding
+> carries 440 paths / 368 operations and is the authoritative list; check it before concluding
 > an endpoint does not exist. For request/response examples of core endpoints, see
 > endpoints.md.
 >

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.47.10
+version: 5.47.12
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,
@@ -8,7 +8,7 @@ description: >-
   precedence, output formats, entity resolution, and common workflow patterns.
   Also use when the user asks how to use clio, what commands are available, or
   how to automate accounting tasks from the command line. Covers all
-  66 command groups and 367 tools, including employee-expense claims.
+  66 command groups and 368 tools, including employee-expense claims.
 license: MIT
 compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
 ---
@@ -17,7 +17,7 @@ compatibility: Requires Node.js >= 18.0.0. Install via npm install -g jaz-clio.
 
 > **Audience note:** for power users and CI/automation. Load this skill only when you're scripting from a terminal, building shell pipelines, or debugging from `clio --json` output. For day-to-day accounting inside Claude Desktop / Cowork, the MCP tools cover the common flows without dropping to the CLI.
 
-You are working with **Clio** (`jaz-clio`) — the CLI for the Jaz accounting platform. 66 command groups, 13 calculators, 12 job blueprints, 367 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
+You are working with **Clio** (`jaz-clio`) — the CLI for the Jaz accounting platform. 66 command groups, 13 calculators, 12 job blueprints, 368 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
 
 ## When to Use This Skill
 

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

@@ -602,7 +602,7 @@ Valid entity types: INVOICE, BILL, CUSTOMER_CREDIT_NOTE, SUPPLIER_CREDIT_NOTE, S
 Universal async tracker — any operation returning a jobId (contacts bulk-upsert, items bulk-upsert, bank import, magic processing) can be polled here.
 
 ### `clio mcp` — MCP stdio server
-Starts an MCP server for Claude Code / AI tool integration. Exposes all 367 operations.
+Starts an MCP server for Claude Code / AI tool integration. Exposes all 368 operations.
 
 ### `clio serve` — HTTP daemon
 Starts the HTTP daemon for ChatKit and email channel integrations.

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.47.10
+version: 5.47.12
 description: >-
   Use this skill when migrating accounting data into Jaz — importing from Xero,
   QuickBooks, Sage, MYOB, or Excel exports. Covers the full conversion pipeline:

package/assets/skills/jaz-kit/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-kit
-version: 5.47.10
+version: 5.47.12
 description: >-
   Use this skill when an accountant, bookkeeper, or owner is running real books
   in Jaz across one or more organizations from the terminal — setting up a

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

@@ -1,13 +1,14 @@
 ---
 name: jaz-pseudo-sql
-version: 5.47.10
+version: 5.47.12
 description: >-
   Use this skill when answering ad-hoc data questions that aren't covered by
   download_export (canonical reports — anomaly, audit, aging, P&L, BS, GL,
   statement of account) or search_* tools (entity listings with structured
   filters). Pseudo-SQL is a read-only DSL against Jaz's curated reporting
   schema — single SELECT statement, ≤100 row sync preview or full async CSV
-  export. Tools: get_pseudo_sql_schema (call FIRST — returns live catalog +
+  export. Tools: get_pseudo_sql_schema (live catalog, optional `table` filter),
+  get_pseudo_sql_syntax (the static syntax guide),
   downloadable jaz-pseudo-sql.md skill body), preview_pseudo_sql,
   export_pseudo_sql, get_pseudo_sql_export, run_pseudo_sql_and_download.
 license: MIT
@@ -26,7 +27,9 @@ You are running ad-hoc data queries against the **curated reporting schema** in
 
 ## Source of truth for the schema
 
-**Always call `get_pseudo_sql_schema` first.** The response returns the live curated catalog (~70 tables, 91 join edges, 47 functions) AND the canonical `jaz-pseudo-sql.md` skill body in `agentSkillsDoc.content`. That `.md` body is the authoritative syntax guide — drop it into your context and use it instead of any cached column list.
+**Call `get_pseudo_sql_schema` first for the live curated catalog** (~70 tables, 91 join edges, 47 functions). Pass `table` to scope it to one table and its joins — the whole catalog is ~18k tokens, one table is ~1k.
+
+The syntax guide is a SEPARATE call, `get_pseudo_sql_syntax`, returning the canonical `jaz-pseudo-sql.md` body in `agentSkillsDoc.content`. It is static — identical for every organization — so fetch it once, cache on `version`, and skip it entirely if you already have this skill loaded. The two were one response until 2026-09-03; combined they cost ~35k tokens on a call documented as "before any query", of which 42% was the unchanging guide.
 
 The `version` field is a stable 16-char hex hash; cache by it. If you've already called the tool this session and the version is unchanged on a re-call, the schema and skill body are identical to your cached copy — no need to re-read.
 
@@ -44,7 +47,8 @@ Don't write a pseudo-SQL query from memory. The catalog grows; column names chan
 
 ## Tool selection within pseudo-SQL
 
-- **`get_pseudo_sql_schema`** — call FIRST. Returns the live curated catalog (tables/columns/joins/functions) plus the canonical `jaz-pseudo-sql.md` skill body in `agentSkillsDoc.content`. Drop the `.md` body into context as the syntax guide. Use the response's `version` (16-char hex) as a session-stable cache key. Org-agnostic.
+- **`get_pseudo_sql_schema`** — call FIRST. Returns the live curated catalog (tables/columns/joins/functions). Optional `table` scopes it to one table plus the joins touching it. Use the response's `version` (16-char hex) as a session-stable cache key. Org-agnostic.
+- **`get_pseudo_sql_syntax`** — the canonical `jaz-pseudo-sql.md` body in `agentSkillsDoc.content`. Static across organizations; fetch once, cache on `version`, or skip it if this skill is already in context.
 - **`preview_pseudo_sql`** — sync, ≤100 rows. Use for any agent-loop question where you need to look at the data quickly.
 - **`export_pseudo_sql` + `get_pseudo_sql_export`** — async kickoff + polling. Use when you want explicit job control (manual retry, parallel jobs, polling at your own cadence) or when the result set is too big for preview's 100-row cap.
 - **`run_pseudo_sql_and_download`** — one-shot composite: kickoff + poll + fetch CSV. Use for "give me the file" flows. Default returns the CSV buffer; pass `downloadToFile=true` to write to `~/Downloads/`.
@@ -62,7 +66,7 @@ Don't write a pseudo-SQL query from memory. The catalog grows; column names chan
 
 ## Reference docs
 
-- **Schema inventory** — call `get_pseudo_sql_schema` (live, ~30 KB response with tables / joins / functions + the canonical `jaz-pseudo-sql.md` body for context).
+- **Schema inventory** — call `get_pseudo_sql_schema` (live; ~73 KB for the whole catalog, ~5 KB with a `table` filter). The syntax guide is `get_pseudo_sql_syntax`, separately.
 - **[Query patterns](references/query-patterns.md)** — example SELECTs by user intent (top customers, unpaid invoices, FX-exposed bills, etc.).
 - **[Error catalog](references/error-catalog.md)** — every observed error code + recovery action.
 

package/assets/skills/jobs/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-jobs
-version: 5.47.10
+version: 5.47.12
 description: >-
   Use this skill for recurring accounting workflows — month/quarter/year-end
   close, bank reconciliation, GST/VAT filing, payment runs, credit control,

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.47.10
+version: 5.47.12
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/assets/templates/platform-rules/jaz-agent-rules.md

@@ -6,7 +6,7 @@ Source of truth lives in the installed skills (`.claude/skills/jaz-*/SKILL.md` o
 
 ## Discovery
 
-Jaz exposes **367 tools across 45 namespaces**. Your tool list shows **3, 45, or 367** entries depending on packaging — **never infer capability from its length.**
+Jaz exposes **368 tools across 45 namespaces**. Your tool list shows **3, 45, or 367** entries depending on packaging — **never infer capability from its length.**
 
 - **3** — `search_tools(query)` → `describe_tools(names)` → `execute_tool(name, args)`. Empty query returns the namespace map.
 - **43** — namespace routers; call one with `{ operation, arguments }`. Its description lists its operations.