jaz-clio 5.73.3 → 5.73.4

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.73.3
+version: 5.73.4
 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
@@ -548,7 +548,7 @@ When the user wants to OPEN, SEE, or SHARE something in the Jaz dashboard ("open
     - **`reconcile_magic_match`**: bulk-accept MAGIC_MATCH suggestions (max 500 entries). Returns `{reconciled[], failed[]}`; a 200 with non-empty `failed[]` is a PARTIAL success (per-entry `errorCode`); loop on failed only. Entry-level idempotency-keyed server-side (re-submit returns done entries in `reconciled[]`).
     - **`reconcile_learned_prediction`**: accept an ML prediction. `predictedPayload` + `predictedPayloadSchemaVersion` come VERBATIM from a `view_auto_reconciliation` (MAGIC_RECONCILE_WITH_CASH_IN_OUT) suggestion; never hand-construct. `retryToken` forces a fresh journal on edit-retry; omit for idempotent replay. On failure (stale payload), fall back to `reconcile_with_payments`; don't retry the blob.
 
-159. **`view_auto_reconciliation` returns execution-ready `suggestions[]`, the suggestion→commit seam.** **`bankStatementEntryResourceIds` is REQUIRED: the endpoint is per-entry and has no account-wide mode; source ids from `search_bank_records` (status `UNRECONCILED`).** Each suggestion carries `recommendedTool` (the commit tool to call), `execute` (ready-to-pass args; merge `bankAccountResourceId` for `reconcile_magic_match`), `confidenceTier` (high/medium/low, code-derived), and `autoCommitEligible` (true ⇒ high confidence + executable plan + under any `autoCommitMaxAmount` cap). **Decision gate:** `autoCommitEligible===true` → auto-commit via `recommendedTool`+`execute`; everything else → surface for confirmation. **Amount threshold is a HARD VETO over confidence** (pass `autoCommitMaxAmount`). Field mapping under the hood: `cftBtResourceId`→`cashflowTransactionResourceId` (single → `reconcile_with_payments`), `cftBtResourceIds[]`/`isBatch`→`matchedBusinessTransactions` (batch → `reconcile_magic_match`), `recommendationType`→tool, `confidenceScore`→tier. **Request vs response vocabulary:** the `recommendationType` you SEND selects what to compute and additionally accepts `RECOMMENDATIONS` (every type except `MAGIC_MATCH`, ranked together, and the cheaper call; `MAGIC_MATCH` scans open transactions so it is requested on its own; nothing returns everything at once). The `recommendationType` you RECEIVE on a suggestion is always a concrete type and is never `RECOMMENDATIONS`, so the `recommendationType`→tool mapping above is unaffected by which selector you sent. Pass `includeRaw:true` for the unmapped payload. Cost tracks the entries you pass; batch large backlogs. On 500 it returns `{degraded:true}`; use the `clio jobs bank-recon match` cascade. NOT idempotent applies to every commit; see Rules 125 + 158.
+159. **`view_auto_reconciliation` returns execution-ready `suggestions[]`, the suggestion→commit seam.** **`bankStatementEntryResourceIds` is REQUIRED: the endpoint is per-entry and has no account-wide mode; source ids from `search_bank_records` (status `UNRECONCILED`).** Each suggestion carries `recommendedTool` (the commit tool to call), `execute` (ready-to-pass args; merge `bankAccountResourceId` for `reconcile_magic_match`), `confidenceTier` (high/medium/low, code-derived), and `autoCommitEligible` (true ⇒ high confidence + executable plan + under any `autoCommitMaxAmount` cap). **Decision gate:** `autoCommitEligible===true` → auto-commit via `recommendedTool`+`execute`; everything else → surface for confirmation. **Amount threshold is a HARD VETO over confidence** (pass `autoCommitMaxAmount`). Field mapping under the hood: `cftBtResourceId`→`cashflowTransactionResourceId` (single → `reconcile_with_payments`), `cftBtResourceIds[]`/`isBatch`→`matchedBusinessTransactions` (batch → `reconcile_magic_match`), `recommendationType`→tool, `confidenceScore`→tier. **Request vs response vocabulary:** the `recommendationType` you SEND selects what to compute and additionally accepts `RECOMMENDATIONS` (every type except `MAGIC_MATCH`, ranked together, and the cheaper call; `MAGIC_MATCH` scans open transactions so it is requested on its own; nothing returns everything at once). The `recommendationType` you RECEIVE on a suggestion is always a concrete type and is never `RECOMMENDATIONS`, so the `recommendationType`→tool mapping above is unaffected by which selector you sent. Pass `includeRaw:true` for the unmapped payload. Cost tracks the entries you pass; batch large backlogs. On a 500, or no answer in time (25 s in chat and on hosted MCP, 55 s on stdio MCP, 60 s from the CLI and `clio mcp-call`), it returns `{degraded:true}` with a `reason` naming the wait; use the `clio jobs bank-recon match` cascade. NOT idempotent applies to every commit; see Rules 125 + 158.
 
 ## See Also
 

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.73.3
+version: 5.73.4
 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: 5.73.3
+version: 5.73.4
 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: 5.73.3
+version: 5.73.4
 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: 5.73.3
+version: 5.73.4
 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: 5.73.3
+version: 5.73.4
 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/jobs/references/bank-recon.md

@@ -9,7 +9,7 @@
 - **`search_accounts(filter: {accountType: {eq: 'Bank Accounts'}})`** (step 1 alternative): same data via standard CoA-search envelope if downstream wants pagination.
 - **`search_bank_records(accountResourceId: <id>, status: 'UNRECONCILED', startDate: <from>, endDate: <to>, limit: 200, sortBy: 'valueDate', sortOrder: 'ASC')`** (step 2): per-account work queue.
 - **`search_bank_records(accountResourceId: <id>, status: 'POSSIBLE_DUPLICATE')`** (step 3): handle dups FIRST or you'll double-create reconciling them.
-- **`view_auto_reconciliation(bankStatementEntryResourceIds: [<id>, ...], recommendationType: 'MAGIC_MATCH' | 'RECOMMENDATIONS' | 'MAGIC_RECONCILE_WITH_CASH_TRANSFER' | 'MAGIC_RECONCILE_WITH_BANK_RULE' | 'MAGIC_QUICK_RECONCILE' | 'MAGIC_RECONCILE_WITH_CASH_IN_OUT', bankAccountResourceId?: <id>, autoCommitMaxAmount?: <number>)`** (step 4): READ-ONLY auto-match suggestions. **Pick the group, not the whole world:** `RECOMMENDATIONS` returns every type except `MAGIC_MATCH` in one ranked call and is the cheaper request; `MAGIC_MATCH` scans open transactions across the account and is asked for on its own. The four specific values narrow to one type. There is no value that returns everything at once, so a two-sided sweep is two calls. `recommendationType` is a REQUEST selector only: `RECOMMENDATIONS` never comes back as a suggestion's own `recommendationType`, which is always a concrete type. **`bankStatementEntryResourceIds` is REQUIRED; this endpoint is per-entry and there is no account-wide mode.** Source the ids from `search_bank_records` with status `UNRECONCILED`. Pass `bankAccountResourceId` too: it is merged into each suggestion's `execute` args for `reconcile_magic_match`. Returns **execution-ready `suggestions[]`**: each carries `recommendedTool`, `execute` (ready-to-pass args), `confidenceTier`, and `autoCommitEligible`. This is the entry point for the auto-match decision gate (step 4a). `MAGIC_RECONCILE_WITH_CASH_IN_OUT` returns Learned-Predictions. Does NOT write. NOTE: cost tracks the entries you pass; batch large backlogs. On a 500 it degrades to `{degraded:true}`; fall back to the cascade matcher (see error table).
+- **`view_auto_reconciliation(bankStatementEntryResourceIds: [<id>, ...], recommendationType: 'MAGIC_MATCH' | 'RECOMMENDATIONS' | 'MAGIC_RECONCILE_WITH_CASH_TRANSFER' | 'MAGIC_RECONCILE_WITH_BANK_RULE' | 'MAGIC_QUICK_RECONCILE' | 'MAGIC_RECONCILE_WITH_CASH_IN_OUT', bankAccountResourceId?: <id>, autoCommitMaxAmount?: <number>)`** (step 4): READ-ONLY auto-match suggestions. **Pick the group, not the whole world:** `RECOMMENDATIONS` returns every type except `MAGIC_MATCH` in one ranked call and is the cheaper request; `MAGIC_MATCH` scans open transactions across the account and is asked for on its own. The four specific values narrow to one type. There is no value that returns everything at once, so a two-sided sweep is two calls. `recommendationType` is a REQUEST selector only: `RECOMMENDATIONS` never comes back as a suggestion's own `recommendationType`, which is always a concrete type. **`bankStatementEntryResourceIds` is REQUIRED; this endpoint is per-entry and there is no account-wide mode.** Source the ids from `search_bank_records` with status `UNRECONCILED`. Pass `bankAccountResourceId` too: it is merged into each suggestion's `execute` args for `reconcile_magic_match`. Returns **execution-ready `suggestions[]`**: each carries `recommendedTool`, `execute` (ready-to-pass args), `confidenceTier`, and `autoCommitEligible`. This is the entry point for the auto-match decision gate (step 4a). `MAGIC_RECONCILE_WITH_CASH_IN_OUT` returns Learned-Predictions. Does NOT write. NOTE: cost tracks the entries you pass; batch large backlogs. On a 500, or no answer in time (25 s in chat and on hosted MCP, 55 s on stdio MCP, 60 s from the CLI and `clio mcp-call`), it degrades to `{degraded:true}` with a `reason` naming the wait; fall back to the cascade matcher (see error table).
 - **`search_cashflow_transactions(filter: {organizationAccountResourceId: <bank-id>, totalAmount: {eq: <amt>}, valueDate: {between: [<-3d>, <+3d>]}})`** (step 5 manual match): search book-side transactions for the same amount within ±3 day window.
 
 ### Platform tools: execute reconciliation (NOT idempotent; see error table)
@@ -120,11 +120,11 @@ Returns matches with confidence scores: `exact` (Phase 1 hash), `fuzzy-high` (Ph
 
 ## Step 4a: Auto-match decision gate (the end-to-end driver)
 
-Call `search_bank_records` (status `UNRECONCILED`) to get the entry ids, then `view_auto_reconciliation` with `bankStatementEntryResourceIds`. It returns execution-ready `suggestions[]`. On high-volume accounts the engine can 500 (OOM) and the tool returns `{degraded:true}`; recover via the `clio jobs bank-recon match` cascade matcher (Step 4, above), which doesn't hit this endpoint. Walk the suggestions:
+Call `search_bank_records` (status `UNRECONCILED`) to get the entry ids, then `view_auto_reconciliation` with `bankStatementEntryResourceIds`. It returns execution-ready `suggestions[]`. On high-volume accounts the engine can 500 (OOM) or not answer in time, and the tool returns `{degraded:true}`; recover via the `clio jobs bank-recon match` cascade matcher (Step 4, above), which doesn't hit this endpoint. Walk the suggestions:
 
 - **`autoCommitEligible === true`** (high confidence, has an `execute` plan, under any amount cap) → **auto-commit**: call the suggestion's `recommendedTool` with its `execute` args. For many high-confidence matches, prefer ONE `reconcile_magic_match` call (server idempotency-keyed) over looping `reconcile_with_payments` (non-idempotent).
 - **everything else** (medium/low tier, `recommendedTool` undefined, CREATE-NEW, or amount over threshold) → **checkpoint**: surface to the user for confirmation. **The amount threshold is a HARD VETO over confidence**: a high-confidence but large match still checkpoints (pass `autoCommitMaxAmount` to enforce in code).
-- **`{degraded:true}`** (500) → fall back to the `clio jobs bank-recon match` cascade (Step 4, above).
+- **`{degraded:true}`** (500 or no answer in time) → fall back to the `clio jobs bank-recon match` cascade (Step 4, above).
 
 **Safety (recon is NOT idempotent):** before EACH auto-commit, re-check `search_bank_records(status:'RECONCILED')` for that entry (guards a concurrent second agent; `reconcile_with_payments` has no client idempotency key). Enforce a per-run auto-commit cap; above it, checkpoint the remainder rather than firing hundreds of irreversible sequential writes.
 
@@ -240,7 +240,7 @@ Per account: `bookBalance == bankStatementBalance ± documentedTimingDifference`
 
 | Source | Error | Recovery |
 |--------|-------|----------|
-| `view_auto_reconciliation` | 500 on high-volume account → returns `{degraded:true}` | Documented OOM quirk on accounts with thousands of unreconciled rows. The tool degrades (doesn't throw): scope per-period (`startDate`/`endDate`) OR fall back to `clio jobs bank-recon match` cascade. |
+| `view_auto_reconciliation` | 500, or no answer in time (25 s chat/hosted MCP, 55 s stdio MCP, 60 s CLI), on a high-volume account → returns `{degraded:true}` | Documented OOM quirk on accounts with thousands of unreconciled rows. The tool degrades (doesn't throw): scope per-period (`startDate`/`endDate`) OR fall back to `clio jobs bank-recon match` cascade. |
 | `view_auto_reconciliation` | 404 → returns `{notSupported:true}` | Endpoint not enabled for the org's plan tier. Use cascade matcher only. |
 | `quick_reconcile` | PARTIAL_SUCCESS jobId | Async result. Poll `search_background_jobs(filter: {resourceId: {eq: <jobId>}})` until terminal. Read `data[0].errorDetails[]` for per-row failures; loop back to step 4 for the failed rows. |
 | `quick_reconcile` / `reconcile_*` | (any), NOT idempotent (rule 125) | On 500 / network error, do NOT retry. Confirm reconciled state via `view_auto_reconciliation` OR `search_bank_records(status: 'RECONCILED')` first. |

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

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.73.3
+version: 5.73.4
 description: >-
   Use this skill when modeling complex multi-step accounting transactions:
   anything that spans multiple periods, involves changing amounts, or requires