jaz-clio 5.48.3 → 5.50.0

package/README.md

@@ -9,7 +9,7 @@
 
 <p align="center"><b>Jaz accounting on the command line, and inside any AI agent.</b></p>
 
-369 tools · 66 command groups · 7 skills · 13 calculators · 12 close playbooks · 159 field-tested API rules.
+369 tools · 67 command groups · 7 skills · 13 calculators · 12 close playbooks · 159 field-tested API rules.
 
 ```bash
 npm install -g jaz-clio
@@ -50,7 +50,7 @@ clio magic create --file receipt.pdf                   # AI extracts, drafts the
 clio invoices search --query 'status:unpaid AND $500+' # structured per-entity search
 ```
 
-66 command groups, 16 report types, 13 calculators, 12 job playbooks. Every command takes `--json`. Run `clio --help` for the full list.
+67 command groups, 16 report types, 13 calculators, 12 job playbooks. Every command takes `--json`. Run `clio --help` for the full list.
 
 ### Foreign currency
 

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.48.3
+version: 5.50.0
 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: 5.48.3
+version: 5.50.0
 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 369 tools, including employee-expense claims.
+  67 command groups and 369 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, 369 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. 67 command groups, 13 calculators, 12 job blueprints, 369 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
 
 ## When to Use This Skill
 

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

@@ -1,6 +1,6 @@
 # Clio Command Catalog
 
-Complete reference for all 66 command groups. Organized by domain.
+Complete reference for all 67 command groups. Organized by domain.
 
 ---
 
@@ -370,6 +370,22 @@ Bulk-friendly: one call accepts mixed btTypes (max 500). NOT idempotent on alrea
 
 Body shape (all 3): `{ items: [{ btResourceId, btType }] }` with `btType ∈ {SALE | PURCHASE | SALE_CREDIT_NOTE | PURCHASE_CREDIT_NOTE}`.
 
+### `clio approvals` — Approve, or send back for changes (4 tools)
+The other end of `drafts submit-for-approval`. Approving POSTS THE LEDGER and is one-shot; there is nothing to undo.
+
+| Subcommand | Type | Key flags |
+|------------|------|-----------|
+| `approve <id>` | sync | `-e/--entity` — invoices, bills, customer-credit-notes, supplier-credit-notes |
+| `bulk-approve` | async | `-e/--entity`, `--ids a,b,c` (1-100, no duplicates). Async → jobId |
+| `request-changes <id>` | sync | `-e/--entity` (wider set), `-m/--message` REQUIRED — opens the thread, only record of the reason |
+| `bulk-request-changes` | async | `-e/--entity`, `--ids` (1-500), `-m/--message`. Async → jobId |
+
+`request-changes` accepts more families than `approve`: also `purchase-orders`, `purchase-requests`, `sale-orders`, `sale-quotes`, `claims`.
+
+**Exit codes carry the outcome, because a refusal is not always an error.** Credit notes refuse with HTTP 200, `isSuccess:false`, and an `approvalStatus` that still reads `APPROVED` — the document's state, not the call's. `0` = approved · `1` = refused (reason printed) or UNCONFIRMED (no per-record outcome came back) · `2` = API error. Never read HTTP 200 or `approvalStatus` as success.
+
+Claims approve via `clio claims approve` (a different endpoint), not through this group.
+
 ### `clio inventory` (alias: `inv`) — Inventory tracking
 | Subcommand | Key flags |
 |------------|-----------|

package/assets/skills/cli/references/error-recovery.md

@@ -23,7 +23,7 @@
 | Error | Cause | Fix |
 |-------|-------|-----|
 | `Multiple contacts match 'Acme'` | Fuzzy match found 2+ candidates above threshold | Use exact billingName or UUID |
-| `Contact not found: 'xyz'` | No match in org's contact list | Run `clio contacts search xyz` to check spelling |
+| `Contact not found: 'xyz'` | No match in org's contact list | Run `clio contacts search --name xyz` to check spelling |
 | `Account not found: 'xyz'` | No matching account name or code | Run `clio accounts list --json` to see available accounts |
 | `Bank account not found` | Name doesn't match any bank-type account | Run `clio bank accounts --json` for exact names |
 | `Tax profile not found` | No match on tax profile name or code | Run `clio tax-profiles list --json` for available profiles |
@@ -98,7 +98,7 @@ echo $JAZ_ORG             # Check for pinned org
 
 **Entity not found?** Search before creating:
 ```bash
-clio contacts search "partial name" --json | jq '.data[] | {name, resourceId}'
+clio contacts search --name "partial name" --json | jq '.data[] | {name, resourceId}'
 clio accounts list --json | jq '.data[] | {name, code: .accountCode, id: .resourceId}'
 ```
 

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.48.3
+version: 5.50.0
 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: 5.48.3
+version: 5.50.0
 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: 5.48.3
+version: 5.50.0
 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: 5.48.3
+version: 5.50.0
 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: 5.48.3
+version: 5.50.0
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires