jaz-clio 6.0.2 → 6.1.0

package/README.md

@@ -7,9 +7,9 @@
   <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>
+<p align="center"><b>Fastest ledger for agents.</b><br>Jaz accounting on the command line, and inside any AI agent.</p>
 
-381 tools · 74 command groups · 7 skills · 13 calculators · 12 close playbooks · 148 field-tested API rules.
+381 tools · 74 command groups · 7 skills · 13 calculators · 12 job playbooks · 148 field-tested API rules.
 
 ```bash
 npm install -g jaz-clio
@@ -25,7 +25,7 @@ Node.js 18+. Works with [Jaz](https://jaz.ai) and [Juan Accounting](https://juan
 - [MCP server](#mcp-server)
 - [Skills](#skills)
 - [Jaz Kit · run your practice](#jaz-kit--run-your-practice)
-- [Semantic help-center search](#semantic-help-center-search-optional)
+- [Help-center search](#help-center-search)
 - [Privacy](#privacy) · [Support](#support) · [License](#license)
 
 ## Three ways in
@@ -54,7 +54,8 @@ API-key profiles, `--api-key`, `JAZ_API_KEY`, and PATs remain supported. Use `--
 ## CLI
 
 ```bash
-clio invoices create --contact "ACME" --json           # draft an invoice, JSON back
+clio invoices create --contact "ACME" --date 2026-10-05 --due 2026-11-04 --auto-ref \
+  --lines '[{"name":"Consulting","quantity":1,"unitPrice":500}]' --json   # draft an invoice
 clio bank import --file statement.csv --account <id>    # import and auto-reconcile
 clio exports download --type profit-and-loss --format PDF  # download the P&L as a PDF
 clio calc lease --payment 5000 --term 36 --rate 5      # IFRS 16, offline, instant
@@ -81,7 +82,7 @@ Command groups by area:
 - **Reports and data**: `reports`, `exports`, `export-records`, `report-templates`, `pseudo-sql` (`sql`), `filing-submissions`, `background-jobs`
 - **Organization**: `org`, `org-users`, `references`, `modules` (`features`), `bookmarks`, `attachments`, `magic`, `jots`, `navigate` (`nav`), `help-center` (`hc`)
 - **Calculators and job tools**: `calc` (offline), `jobs`
-- **Setup and tooling**: `auth`, `init`, `update`, `versions`, `version`, `health`, `completion`, `context`, `schema`, `resolve`, `mcp`, `mcp-call`, `serve`
+- **Setup and tooling**: `auth`, `init`, `update`, `versions`, `version`, `health`, `completion`, `schema`, `resolve`, `mcp`, `mcp-call`
 
 ### Foreign currency
 
@@ -120,7 +121,7 @@ Run `clio auth login` once on this computer before enabling local MCP, then pin
 claude mcp add jaz -- npx -y jaz-clio@latest mcp --org oauth:<resourceId>
 ```
 
-**Cursor · VS Code · Windsurf**
+**Cursor · Windsurf** (VS Code uses a `servers` key instead of `mcpServers`; see the [repository README](https://github.com/teamtinvio/jaz-ai#install--30-seconds))
 
 ```json
 {
@@ -172,7 +173,7 @@ Each company lives under `~/Documents/Jaz Kit/orgs/<company>/`, holding its clos
 
 Everything is drafted first, every record carries a link into Jaz for you to review, and an interrupted close resumes exactly where it stopped. Multi-company work needs this CLI, which you already have. Full guide in the [repository README](https://github.com/teamtinvio/jaz-ai#jaz-kit--run-your-practice).
 
-## Semantic help-center search (optional)
+## Help-center search
 
 `search_help_center` runs keyword search over the bundled help-center corpus by default. Set `CLIO_HELP_CENTER_OPENAI_API_KEY` to add semantic search, which matches on intent rather than exact keywords: the CLI embeds only your query through the OpenAI embeddings API (`text-embedding-3-small`, the model the bundled index was built with) and merges both rankings. On an auth failure it warns once and falls back to keyword search. Use a project-scoped key restricted to embedding models with a low monthly cap. CLI only: MCPB installs ship without the embedding index and always use keyword search.
 

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 6.0.2
+version: 6.1.0
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 148 production gotchas, error
@@ -475,11 +475,10 @@ For detailed reference, read these files in this skill directory:
 - **[references/dependencies.md](./references/dependencies.md)**: Resource creation dependencies and required order
 - **[references/full-api-surface.md](./references/full-api-surface.md)**: Complete endpoint catalog (80+ endpoints), enums, search filters, limits
 - **[references/feature-glossary.md](./references/feature-glossary.md)**: Business context per feature: what each feature does and why, extracted from [help.jaz.ai](https://help.jaz.ai)
-- **[help-center-mirror/](./help-center-mirror/)**: Full help center content split by section (auto-generated from [help.jaz.ai](https://help.jaz.ai))
 
 ## Help Center Knowledge Base (`clio help-center` / `clio hc`)
 
-For product questions (how-to, feature behavior, troubleshooting), use `clio help-center` instead of reading raw help-center-mirror files:
+For product questions (how-to, feature behavior, troubleshooting), use `clio help-center` (or the `search_help_center` tool):
 
 ```bash
 clio help-center "how to apply credit note"              # search help center
@@ -487,11 +486,7 @@ clio help-center "bank recon" --limit 3                  # limit results
 clio help-center "scheduled invoices" --section invoices # filter by section
 ```
 
-Supports `--json` for structured output. 186 articles across 20 sections. Automatically uses hybrid search (embeddings + keyword) when available, falls back to keyword + synonym expansion offline.
-
-**When to use `clio help-center` vs reading raw files:**
-- Use `clio help-center` when you need specific answers (returns only relevant articles, saves context)
-- Read `help-center-mirror/*.md` directly only when you need to scan an entire section comprehensively
+Supports `--json` for structured output. Searches Jaz's hosted help center, no sign-in needed, and returns only the relevant articles.
 
 ## Dashboard Deep Links (navigation tools)
 

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 6.0.2
+version: 6.1.0
 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/cli/references/command-catalog.md

@@ -705,17 +705,10 @@ See SKILL.md Auth Precedence section for full details.
 
 ### `clio help-center` (alias: `hc`): Help center search
 ```
-clio hc <query>          # Hybrid search (embeddings + keyword)
+clio hc <query>          # Search the Jaz help center (hosted, no sign-in)
 clio hc "bank recon" --section settings --limit 3
 ```
 
-### `clio context`: Agent reference data
-```
-clio context                        # All reference data
-clio context --workflow sales       # Sales workflow only
-clio context -w purchases --json   # JSON output
-```
-
 ### `clio export-records`: Export to XLSX
 | Subcommand | Key flags |
 |------------|-----------|
@@ -736,9 +729,6 @@ Universal async tracker: any operation returning a jobId (contacts bulk-upsert,
 ### `clio mcp`: MCP stdio server
 Starts an MCP server for Claude Code / AI tool integration. Exposes all 381 operations.
 
-### `clio serve`: HTTP daemon
-Starts the HTTP daemon for ChatKit and email channel integrations.
-
 ### `clio init`: Skill installer
 Installs AI agent skills into your project.
 

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 6.0.2
+version: 6.1.0
 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: 6.0.2
+version: 6.1.0
 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: 6.0.2
+version: 6.1.0
 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: 6.0.2
+version: 6.1.0
 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: 6.0.2
+version: 6.1.0
 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

@@ -12,7 +12,7 @@ Jaz exposes **381 tools across 49 namespaces**. Your tool list shows **3, 49, or
 
 `describe_capabilities` returns the capability map on all three. **Call it before telling the user Jaz cannot do something.**
 
-No API key needed: `describe_capabilities`, `calculate`, `search_help_center` (marked `Offline.`).
+No API key needed: `describe_capabilities`, `calculate` (marked `Offline.`), and `search_help_center`.
 
 ## API contract: the 6 rules that prevent 90% of 422s