jaz-clio 9.3.2 → 9.4.1

package/README.md

@@ -3,13 +3,13 @@
 <p align="center">
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/v/jaz-clio?style=for-the-badge&logo=npm" alt="npm"></a>
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/dm/jaz-clio?style=for-the-badge&label=downloads" alt="npm downloads"></a>
-  <img src="https://img.shields.io/badge/tools-387-blue?style=for-the-badge" alt="387 tools">
+  <img src="https://img.shields.io/badge/tools-396-blue?style=for-the-badge" alt="396 tools">
   <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>Fastest ledger for agents.</b><br>Jaz accounting on the command line, and inside any AI agent.</p>
 
-387 tools · 74 command groups · 7 skills · 13 calculators · 12 job playbooks · 148 field-tested API rules.
+396 tools · 74 command groups · 7 skills · 13 calculators · 12 job playbooks · 148 field-tested API rules.
 
 ```bash
 npm install -g jaz-clio
@@ -109,7 +109,7 @@ that ends up in a journal.
 
 ## MCP server
 
-387 tools for any AI agent that speaks MCP. Runs locally: no cloud, no ports.
+396 tools for any AI agent that speaks MCP. Runs locally: no cloud, no ports.
 
 > **No install at all?** Claude.ai, ChatGPT, Cowork, and Microsoft Copilot Studio can use Jaz through the hosted connector. Add `https://mcp.jaz.ai/mcp` as a custom connector and sign in with OAuth, no key. The local setup below is for terminal use, scripting, and editors that run MCP servers as local processes.
 

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 9.3.2
+version: 9.4.1
 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

package/assets/skills/api/references/endpoints.md

@@ -3027,4 +3027,46 @@ Removes the template from every pack that includes it.
 
 ---
 
-*Last updated: 2026-09-24 (added Report Templates, section 28). Previous: 2026-09-23 (added Unapplied Payments, section 27). Previous: 2026-09-13 (added Bank Rules CRUD, section 26). Previous: 2026-07-11 (added Jots judgment journal, section 25). Previous: 2026-04-09, added Contacts bulk-upsert (22), Background Jobs search (23), Export Records (24). 2026-03-13: Payment record CRUD, nano-classifier, scheduler GET/PUT/DELETE.*
+## 29. Collaboration (Comments and Notifications)
+
+Comment threads on a record, and the notifications for the caller about them. `{entityType}` is one of `bills`, `invoices`, `supplier-credit-notes`, `customer-credit-notes`, `bank-records`; a bank record also takes `?bankAccountResourceId=` (the bank account it belongs to). Every call acts as a user: an API key acts as the member who created it, and a key with no user is refused 401. Timestamps are epoch milliseconds.
+
+### GET /api/v1/collaboration/{entityType}/{resourceId}/threads
+
+Lists the comment threads on one record, newest thread first, each with its newest `commentLimit` comments (default 5, 0 for counts only); `commentsTruncated` says older comments exist.
+
+### POST /api/v1/collaboration/{entityType}/{resourceId}/comments
+
+Adds a comment (`content`, optional `threadId`) to one record; without `threadId` it joins the open thread or opens one. A mention is `<@userResourceId>` written in `content`, at most 20 distinct users, each an active member of the organization or the whole comment is refused 422; the answer carries `content` (saved markup `<Name@userResourceId>`), `text` (`@Name`) and `mentions`. Not idempotent: list the threads before retrying.
+
+### GET /api/v1/collaboration/{entityType}/{resourceId}/threads/{threadId}/comments
+
+Lists the comments of one thread on one record, newest first, paged with `limit` (at most 50) and `offset`.
+
+### PUT /api/v1/collaboration/{entityType}/{resourceId}/threads/{threadId}/comments/{commentId}
+
+Replaces the text of your own comment on one record while its thread is open. The new `content` is judged whole, so an edit can add mentions (`<@userResourceId>`) and remove them by leaving the markup out.
+
+### DELETE /api/v1/collaboration/{entityType}/{resourceId}/threads/{threadId}/comments/{commentId}
+
+Deletes your own comment on one record while its thread is open; a repeat answers 404.
+
+### POST /api/v1/collaboration/{entityType}/{resourceId}/threads/{threadId}/resolve
+
+Resolves a thread on one record, after which it accepts no new, edited or deleted comments; a repeat answers 422.
+
+### GET /api/v1/collaboration/notifications
+
+Lists the notifications for the caller about comments on bills, invoices, supplier credit notes, customer credit notes and bank records, newest first; unread only unless `status=all`.
+
+### PUT /api/v1/collaboration/notifications/{notificationId}
+
+Marks one notification read or unread with `{ "isRead": true | false }`; unread clears `readAt`.
+
+### POST /api/v1/collaboration/notifications/read-all
+
+Marks up to 2000 unread notifications of the caller read; call again while `more` is true.
+
+---
+
+*Last updated: 2026-11-06 (Collaboration mentions are markup in `content`). Previous: 2026-11-05 (added Collaboration, section 29). Previous: 2026-09-24 (added Report Templates, section 28). Previous: 2026-09-23 (added Unapplied Payments, section 27). Previous: 2026-09-13 (added Bank Rules CRUD, section 26). Previous: 2026-07-11 (added Jots judgment journal, section 25). Previous: 2026-04-09, added Contacts bulk-upsert (22), Background Jobs search (23), Export Records (24). 2026-03-13: Payment record CRUD, nano-classifier, scheduler GET/PUT/DELETE.*

package/assets/skills/api/references/full-api-surface.md

@@ -3,7 +3,7 @@
 > **The endpoints clio wraps (the REST surface is larger).** This file catalogues roughly 200
 > paths, organized by resource, including undocumented endpoints, magic AI features, admin
 > APIs, and advanced search/filter syntax. The committed OpenAPI spec (`spec/openapi.yaml`)
-> carries 510 spec paths and 648 spec operations and is the authoritative list; check it before concluding
+> carries 518 spec paths and 657 spec operations and is the authoritative list; check it before concluding
 > an endpoint does not exist. For request/response examples of core endpoints, see
 > endpoints.md.
 >

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 9.3.2
+version: 9.4.1
 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
-  74 command groups and 387 tools, including employee-expense claims.
+  74 command groups and 396 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. 74 command groups, 13 calculators, 12 job playbooks (jaz-jobs skill), 387 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. 74 command groups, 13 calculators, 12 job playbooks (jaz-jobs skill), 396 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
 
 ## When to Use This Skill
 

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

@@ -725,7 +725,7 @@ Valid entity types: INVOICE, BILL, CUSTOMER_CREDIT_NOTE, SUPPLIER_CREDIT_NOTE, S
 Universal async tracker: any operation returning a jobId (contacts bulk-upsert, items bulk-upsert, bank import, magic processing) can be polled here.
 
 ### `clio mcp`: MCP stdio server
-Starts an MCP server for Claude Code / AI tool integration. Exposes all 387 operations.
+Starts an MCP server for Claude Code / AI tool integration. Exposes all 396 operations.
 
 ### `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: 9.3.2
+version: 9.4.1
 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: 9.3.2
+version: 9.4.1
 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: 9.3.2
+version: 9.4.1
 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: 9.3.2
+version: 9.4.1
 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: 9.3.2
+version: 9.4.1
 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

@@ -4,11 +4,11 @@ Jaz accounting guidance for this workspace. Load the installed Jaz skills for de
 
 ## Discovery
 
-Jaz exposes **387 tools across 49 namespaces**. Your tool list shows **3, 49, or 387** entries depending on packaging; **never infer capability from its length.**
+Jaz exposes **396 tools across 50 namespaces**. Your tool list shows **3, 50, or 396** entries depending on packaging; **never infer capability from its length.**
 
 - **3**: `search_tools(query)` → `describe_tools(names)` → `execute_tool(name, args)`. Empty query returns the namespace map.
-- **49**: namespace routers; call one with `{ operation, arguments }`. Its description lists its operations.
-- **387**: call operations directly by name.
+- **50**: namespace routers; call one with `{ operation, arguments }`. Its description lists its operations.
+- **396**: call operations directly by name.
 
 `describe_capabilities` returns the capability map on all three. **Call it before telling the user Jaz cannot do something.**