jaz-clio 5.47.6 → 5.47.7

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.47.6
+version: 5.47.7
 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/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.47.6
+version: 5.47.7
 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

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.47.6
+version: 5.47.7
 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: 5.47.6
+version: 5.47.7
 description: >-
   Use this skill when an accountant, bookkeeper, or owner is running real books
   in Jaz across one or more organizations from the terminal — setting up a

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-pseudo-sql
-version: 5.47.6
+version: 5.47.7
 description: >-
   Use this skill when answering ad-hoc data questions that aren't covered by
   download_export (canonical reports — anomaly, audit, aging, P&L, BS, GL,

package/assets/skills/jobs/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-jobs
-version: 5.47.6
+version: 5.47.7
 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: 5.47.6
+version: 5.47.7
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/cli.mjs

@@ -775,7 +775,7 @@ Per-type date / scope (wrong set \u2192 422 "X is required"):
 - trial-balance, cash-balance, ar-report, ap-report \u2192 endDate
 - other summaries (P&L, GL, sales/purchase, tax, fixed-assets-register, etc.) \u2192 startDate + endDate
 
-For raw entity rows use export_records; for ad-hoc SELECT use preview_pseudo_sql / run_pseudo_sql_and_download. Cashflow returns the IAS 7 templated report (404 template_not_found if none configured, jaz-api Rule 147).`,params:{exportType:{type:"string",enum:[...yMe],description:"Export type \u2014 must be one of the enum values exactly (see tool description for category mapping)."},outputFormat:{type:"string",enum:["XLSX","PDF"],description:"XLSX (default) or PDF (balance-sheet, profit-and-loss, trial-balance, cashflow only)."},snapshotDate:{type:"string",description:"YYYY-MM-DD."},reportDate:{type:"string",description:"YYYY-MM-DD."},startDate:{type:"string",description:"YYYY-MM-DD period start."},endDate:{type:"string",description:"YYYY-MM-DD period end."},primaryStartDate:{type:"string",description:"YYYY-MM-DD period start."},primaryEndDate:{type:"string",description:"YYYY-MM-DD period end."},bankAccountResourceId:{type:"string",description:"Bank account resourceId."},accountResourceId:{type:"array",items:{type:"string"},description:"Fixed-asset account resourceIds."},currencyCode:{type:"string",description:"Currency override."},tags:{type:"array",items:{type:"string"},description:"Filter by tags."},contactResourceId:{type:"string",description:"Filter by contact."}},required:["exportType"],group:"exports",readOnly:!0,searchHint:"download data export report CSV XLSX file. Includes anomaly detection (anomalous invoices, anomalous bills, cashflow anomalies), audit analyses (GL journal audit, exchange rate audit), risk analyses (receivables customer risk, cash expense health), plus standard reports (trial balance, P&L, balance sheet, general ledger, AR/AP, sales/purchase summaries, statement of account).",isConcurrencySafe:!0,execute:async(t,e)=>{let{exportType:r,...n}=e;return Bz(t.client,r,n)}},{name:"preview_pseudo_sql",description:'Run a read-only pseudo-SQL SELECT against the curated reporting schema. SYNC \u2014 returns up to 100 rows + typed columns. For canonical reports (anomaly/audit/aging/P&L/BS/GL/statement-of-account) use download_export instead. DELETE/UPDATE/INSERT and multi-statement input are rejected (PSEUDOSQL_PARSE_ERROR). Query max 16384 chars (over \u2192 422 validation_error). `truncated:true` means "more rows matched than were returned" \u2014 NOT "you hit the cap"; inspect rowCount vs preview cap or your LIMIT. Curated tables include invoices, bills, journals, payments, contacts, accounts and more \u2014 see jaz-pseudo-sql skill for full inventory + query patterns.',params:{query:{type:"string",description:"Single SELECT statement. Max 16384 chars. No DML, no multi-statement."}},required:["query"],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"ad hoc custom select query reporting schema sql",execute:async(t,e)=>Xit(t.client,e.query)},{name:"export_pseudo_sql",description:`Kick off an async CSV export of a pseudo-SQL SELECT against the curated reporting schema. Returns { jobId, status }. Same DSL constraints as preview_pseudo_sql (SELECT-only, \u226416384 chars, single statement). Poll status via get_pseudo_sql_export \u2014 terminal states are COMPLETED (downloadUrl present, ~15min S3 expiry), FAILED, or EXPIRED. For one-shot "give me the CSV" use run_pseudo_sql_and_download instead. Supply idempotencyKey to dedupe across retries; same key + DIFFERENT query returns the prior job's result (server-side primary).`,params:{query:{type:"string",description:"Single SELECT statement. Max 16384 chars."},idempotencyKey:{type:"string",description:"Optional. Dedupes within clio's window; same key reuses the prior job."}},required:["query"],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"export sql csv async kickoff custom query data",execute:async(t,e)=>{let{query:r,idempotencyKey:n}=e;return Jde(t.client,r,{idempotencyKey:n})}},{name:"get_pseudo_sql_export",description:"Poll a pseudo-SQL export job. Returns { jobId, status, rowCount?, truncated?, downloadUrl?, error? }. Terminal states: COMPLETED, FAILED, EXPIRED. `downloadUrl` is S3 pre-signed with ~15min expiry \u2014 fetch immediately. If a fetch returns 403 (expired), call this tool again for a fresh URL.",params:{jobId:{type:"string",description:"jobId returned by export_pseudo_sql or run_pseudo_sql_and_download"}},required:["jobId"],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"check sql export status finished poll",execute:async(t,e)=>Vde(t.client,e.jobId)},{name:"run_pseudo_sql_and_download",description:`One-shot composite: kickoff async export \u2192 poll every 2s \u2192 return { jobId, status, downloadUrl, buffer? | localPath? }. Default 25s timeout (safe under typical 30s MCP provider timeout, configurable up to 90s). Idempotency-Key auto-set to sha256(query).slice(0,16) so same-query repeats dedupe. Default returns CSV buffer; pass downloadToFile=true to write to ~/Downloads/pseudo-sql-<jobId>.csv. On TIMED_OUT returns { status:'TIMED_OUT', jobId } \u2014 caller can retry via get_pseudo_sql_export. Use for "run this query and give me the CSV" flows; use export_pseudo_sql + get_pseudo_sql_export for fine-grained control.`,params:{query:{type:"string",description:"Single SELECT statement. Max 16384 chars."},timeoutSeconds:{type:"number",description:"Total poll timeout (default 25, max 90)."},downloadToFile:{type:"boolean",description:"When true, write CSV to outPath (or ~/Downloads/pseudo-sql-<jobId>.csv). Default false \u2014 returns buffer."},outPath:{type:"string",description:"Absolute path. Only used when downloadToFile=true."}},required:["query"],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"run sql query download csv file one shot",execute:async(t,e)=>{let{query:r,timeoutSeconds:n,downloadToFile:i,outPath:o}=e;return Kit(t.client,r,{timeoutSeconds:n,downloadToFile:i,outPath:o})}},{name:"get_pseudo_sql_schema",description:"Live pseudo-SQL catalog (tables/columns/joins/functions) + agentSkillsDoc.content = canonical jaz-pseudo-sql.md (~30KB syntax guide). Call before any query. `version` is a stable cache key.",params:{},required:[],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"pseudo-sql schema catalog tables columns joins functions skill doc download",execute:async t=>eot(t.client)},{name:"plan_recipe",description:`Offline. Plan an IFRS transaction (schedule + journals) WITHOUT posting. Returns RecipePlan: capsuleType, capsuleName, requiredAccounts, needsContact, steps (journal|bill|invoice|cash-in|cash-out), calculator output.
+For raw entity rows use export_records; for ad-hoc SELECT use preview_pseudo_sql / run_pseudo_sql_and_download. Cashflow returns the IAS 7 templated report (404 template_not_found if none configured, jaz-api Rule 147).`,params:{exportType:{type:"string",enum:[...yMe],description:"Export type \u2014 must be one of the enum values exactly (see tool description for category mapping)."},outputFormat:{type:"string",enum:["XLSX","PDF"],description:"XLSX (default) or PDF (balance-sheet, profit-and-loss, trial-balance, cashflow only)."},snapshotDate:{type:"string",description:"YYYY-MM-DD."},reportDate:{type:"string",description:"YYYY-MM-DD."},startDate:{type:"string",description:"YYYY-MM-DD period start."},endDate:{type:"string",description:"YYYY-MM-DD period end."},primaryStartDate:{type:"string",description:"YYYY-MM-DD period start."},primaryEndDate:{type:"string",description:"YYYY-MM-DD period end."},bankAccountResourceId:{type:"string",description:"Bank account resourceId."},accountResourceId:{type:"array",items:{type:"string"},description:"Fixed-asset account resourceIds."},currencyCode:{type:"string",description:"Currency override."},tags:{type:"array",items:{type:"string"},description:"Filter by tags."},contactResourceId:{type:"string",description:"Filter by contact."}},required:["exportType"],group:"exports",readOnly:!0,searchHint:"download data export report CSV XLSX file. Includes anomaly detection (anomalous invoices, anomalous bills, cashflow anomalies), audit analyses (GL journal audit, exchange rate audit), risk analyses (receivables customer risk, cash expense health), plus standard reports (trial balance, P&L, balance sheet, general ledger, AR/AP, sales/purchase summaries, statement of account).",isConcurrencySafe:!0,execute:async(t,e)=>{let{exportType:r,...n}=e;return Bz(t.client,r,n)}},{name:"preview_pseudo_sql",description:'Run a read-only pseudo-SQL SELECT against the curated reporting schema. SYNC \u2014 returns up to 100 rows + typed columns. For canonical reports (anomaly/audit/aging/P&L/BS/GL/statement-of-account) use download_export instead. DELETE/UPDATE/INSERT and multi-statement input are rejected (PSEUDOSQL_PARSE_ERROR). Query max 16384 chars (over \u2192 422 validation_error). `truncated:true` means "more rows matched than were returned" \u2014 NOT "you hit the cap"; inspect rowCount vs preview cap or your LIMIT. Curated tables include invoices, bills, journals, payments, contacts, accounts and more \u2014 see jaz-pseudo-sql skill for full inventory + query patterns.',params:{query:{type:"string",description:"Single SELECT statement. Max 16384 chars. No DML, no multi-statement."}},required:["query"],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"ad hoc custom select query reporting schema sql",execute:async(t,e)=>Xit(t.client,e.query)},{name:"export_pseudo_sql",description:`Kick off an async CSV export of a pseudo-SQL SELECT against the curated reporting schema. Returns { jobId, status }. Same DSL constraints as preview_pseudo_sql (SELECT-only, \u226416384 chars, single statement). Poll status via get_pseudo_sql_export \u2014 terminal states are COMPLETED (downloadUrl present, ~15min S3 expiry), FAILED, or EXPIRED. For one-shot "give me the CSV" use run_pseudo_sql_and_download instead. Supply idempotencyKey to dedupe across retries; same key + DIFFERENT query returns the prior job's result (server-side primary).`,params:{query:{type:"string",description:"Single SELECT statement. Max 16384 chars."},idempotencyKey:{type:"string",description:"Optional. Dedupes within the API's window; same key reuses the prior job."}},required:["query"],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"export sql csv async kickoff custom query data",execute:async(t,e)=>{let{query:r,idempotencyKey:n}=e;return Jde(t.client,r,{idempotencyKey:n})}},{name:"get_pseudo_sql_export",description:"Poll a pseudo-SQL export job. Returns { jobId, status, rowCount?, truncated?, downloadUrl?, error? }. Terminal states: COMPLETED, FAILED, EXPIRED. `downloadUrl` is S3 pre-signed with ~15min expiry \u2014 fetch immediately. If a fetch returns 403 (expired), call this tool again for a fresh URL.",params:{jobId:{type:"string",description:"jobId returned by export_pseudo_sql or run_pseudo_sql_and_download"}},required:["jobId"],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"check sql export status finished poll",execute:async(t,e)=>Vde(t.client,e.jobId)},{name:"run_pseudo_sql_and_download",description:`One-shot composite: kickoff async export \u2192 poll every 2s \u2192 return { jobId, status, downloadUrl, buffer? | localPath? }. Default 25s timeout (safe under typical 30s MCP provider timeout, configurable up to 90s). Idempotency-Key auto-set to sha256(query).slice(0,16) so same-query repeats dedupe. Default returns CSV buffer; pass downloadToFile=true to write to ~/Downloads/pseudo-sql-<jobId>.csv. On TIMED_OUT returns { status:'TIMED_OUT', jobId } \u2014 caller can retry via get_pseudo_sql_export. Use for "run this query and give me the CSV" flows; use export_pseudo_sql + get_pseudo_sql_export for fine-grained control.`,params:{query:{type:"string",description:"Single SELECT statement. Max 16384 chars."},timeoutSeconds:{type:"number",description:"Total poll timeout (default 25, max 90)."},downloadToFile:{type:"boolean",description:"When true, write CSV to outPath (or ~/Downloads/pseudo-sql-<jobId>.csv). Default false \u2014 returns buffer."},outPath:{type:"string",description:"Absolute path. Only used when downloadToFile=true."}},required:["query"],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"run sql query download csv file one shot",execute:async(t,e)=>{let{query:r,timeoutSeconds:n,downloadToFile:i,outPath:o}=e;return Kit(t.client,r,{timeoutSeconds:n,downloadToFile:i,outPath:o})}},{name:"get_pseudo_sql_schema",description:"Live pseudo-SQL catalog (tables/columns/joins/functions) + agentSkillsDoc.content = canonical jaz-pseudo-sql.md (~30KB syntax guide). Call before any query. `version` is a stable cache key.",params:{},required:[],group:"pseudo_sql",readOnly:!0,isConcurrencySafe:!0,searchHint:"pseudo-sql schema catalog tables columns joins functions skill doc download",execute:async t=>eot(t.client)},{name:"plan_recipe",description:`Offline. Plan an IFRS transaction (schedule + journals) WITHOUT posting. Returns RecipePlan: capsuleType, capsuleName, requiredAccounts, needsContact, steps (journal|bill|invoice|cash-in|cash-out), calculator output.
 
 Supported (${dm.length}): ${dm.join(", ")}.
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.47.6",
+  "version": "5.47.7",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {