jaz-clio 5.53.0 → 5.54.0

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 · 69 command groups · 7 skills · 13 calculators · 12 close playbooks · 159 field-tested API rules.
+369 tools · 71 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
 ```
 
-69 command groups, 16 report types, 13 calculators, 12 job playbooks. Every command takes `--json`. Run `clio --help` for the full list.
+71 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: 5.53.0
+version: 5.54.0
 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: 5.53.0
+version: 5.54.0
 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
-  69 command groups and 369 tools, including employee-expense claims.
+  71 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. 69 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. 71 command groups, 13 calculators, 12 job blueprints, 369 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
 
 ## When to Use This Skill
 
@@ -293,7 +293,7 @@ Everything else requires authentication (API key).
 
 ## Dashboard Deep Links (no CLI command — by design)
 
-The navigation tool (`navigate` — no destination to discover keys, a destination to build the deep link) builds dashboard URLs for the user ("open this invoice", "take me to the P&L"). It is an agent/MCP tool only — read-only tools get no CLI twin (one canonical surface per operation). Never hand-construct a dashboard URL in a script; if you need a link, call the MCP tool. Full usage rules live in the jaz-api skill under "Dashboard Deep Links".
+The navigation tool (`navigate` — no destination to discover keys, a destination to build the deep link) builds dashboard URLs for the user ("open this invoice", "take me to the P&L"). It is an agent/MCP tool only — this particular tool has no CLI twin — plenty of read-only tools do (`clio purchase-items`, `clio modules`, `clio report-templates`). Never hand-construct a dashboard URL in a script; if you need a link, call the MCP tool. Full usage rules live in the jaz-api skill under "Dashboard Deep Links".
 
 ## Error Handling
 

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

@@ -1,6 +1,6 @@
 # Clio Command Catalog
 
-Complete reference for all 69 command groups. Organized by domain.
+Complete reference for all 71 command groups. Organized by domain.
 
 ---
 
@@ -399,6 +399,31 @@ What the organization can be billed for. No create/update/delete upstream; maint
 
 No free-text `--query`: the endpoint rejects it (`The query field is not supported for this entity`). Filters here are **plain strings, not expression objects** — `PurchaseItemFilter` declares them as bare `string`, so there is no `contains`. `purchaseResourceId` and `resourceId` also exist upstream and are reachable via `--filter`.
 
+### `clio modules` — Which features are enabled for the organization (read-only, 2 tools)
+Provisioned upstream; no create/update/delete exists.
+
+| Subcommand | Key flags |
+|------------|-----------|
+| `list` | `--limit`, `--offset`, `--all`, `--max-rows` |
+| `get <resourceId>` | — |
+
+`roleCodes` is the column that matters: a module can be enabled and still deny the caller, because access is per role. "The module is on" and "I can use it" are different questions.
+
+### `clio report-templates` — Saved report layouts (read-only, 3 tools)
+Authored in the dashboard; no create/update/delete exists.
+
+| Subcommand | Key flags |
+|------------|-----------|
+| `list` | `--json`, `--format` — **no paging flags, deliberately** |
+| `get <resourceId>` | — |
+| `search` | `--report-type`, `--report-category`, `--default`, `--filter`, `--sort`, `--order` — **no paging flags** |
+
+Neither `list` nor `search` declares `--limit`/`--offset`/`--all`/`--max-rows`: both ignore them upstream, returning the full set in one response regardless. The flags are omitted rather than accepted-and-ignored.
+
+Two of the three search filters 500 upstream today (measured 2026-09-07): `--report-category` fails alone but works when `--report-type` is also supplied, and `--default` fails. `--report-type` alone is reliable.
+
+`templateConfiguration` is a JSON **string**, not an object — read it with `--json`.
+
 ### `clio pseudo-sql` (alias: `sql`) — Read-only SQL over the curated reporting tables (6 tools)
 A restricted SQL subset against Jaz's curated reporting schema, **not** the customer's database. SELECT only, single statement, 16384-char cap — the engine rejects DML, so there is no write verb.
 

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.53.0
+version: 5.54.0
 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: 5.53.0
+version: 5.54.0
 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: 5.53.0
+version: 5.54.0
 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: 5.53.0
+version: 5.54.0
 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: 5.53.0
+version: 5.54.0
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires