Changelog

Document types and periods

Documents now carry a document type, listed under a type group, and the period they cover. GET /partners/document-types lists the types a workspace can use: COUNT's built-in types for its country plus its own custom types. Document responses gain documentType (with its documentTypeGroup), documentTypeSource, periodStartDate, periodEndDate and periodSource. The document list filters by documentTypeUuids and documentTypeGroupUuids. PUT /partners/documents/{uuid}/document-type and PUT /partners/documents/{uuid}/period set or clear a document's type and period; a value set this way is marked person and is never overwritten by COUNT's AI classifier.

Bill submit and refunds, reconciliation drafts, report filters, 30 MCP tools, and the Claude plugin

Documented the five partner routes the reference was missing: POST /partners/bills/{uuid}/submit, POST /partners/bills/{uuid}/assign-transaction (pay a bill, or refund a vendor memo with an income transaction), PATCH /partners/invoices/{uuid}/add-transactions (including credit memo refunds), and PATCH and DELETE /partners/reconciliations/{uuid} for correcting or discarding a draft. The account transactions report gains a reference-number range (checkNumberFrom/checkNumberTo) and the unknown-counterparty drill-down (unknownCustomerAr/unknownVendorAp), both accrual-only. Invoice and credit memo lines accept free-text Custom lines with categoryAccountUuid and name. Corrected the reference where it disagreed with the backend: dueDate is required on invoices and estimates, bills move through submitted and rejected as well as draft and approved, and a bill does have its own assign-transaction route. npm run check:parity now reports 178 documented routes against 178 backend routes. The MCP catalog adds 30 tools — customer contacts, addresses, notes, merge and revenue overview, GST settings, bill submit and memo refunds, reconciliation draft update/delete, COUNT_find_tool, COUNT_report_problem, and saved AI skills — moving the advertised count from 180 to 210. New pages cover the COUNT Claude plugin (/tools/claude-plugin) and the MCP brain, workspace memory and problem reports (/guides/mcp-brain-and-memory), and the FAQ gains the connector and API topics COUNT_knowledge serves to agents.

Customer sub-resources, merge, GST settings, and the last bulk routes

Closed every remaining gap between the reference and the backend partner routes — 20 endpoints that existed in count-dev but had no documentation. Customers gained its sub-resources: contacts, addresses, and notes each get full list/create/update/delete coverage, plus GET /partners/customers/{uuid}/revenue-overview and the two-step merge flow (POST /partners/customers/merge/preview, then POST /partners/customers/merge), which repoints every record onto a target customer and cannot be undone through the API. Workspace gained GET and PATCH /partners/workspace/gst-settings, including the manage_settings permission the PATCH requires and the 409 that locks the accounting basis after a return is filed. Also documented GET /partners/invoices/generate/number, POST /partners/projects/bulk, and POST /partners/transactions/review-bulk. npm run check:parity now reports 173 documented routes against 173 backend routes.

Accounting Playbooks and Ledger Semantics published as documentation

The workflows and behaviour rules the MCP server serves to agents through COUNT_playbooks and COUNT_knowledge are now readable documentation. Accounting Playbooks (/guides/playbooks) covers nine ordered workflows across 54 steps — invoicing, credit memos, recurring templates, vendor bill payment, chart-of-accounts setup, migration imports, budget planning and round-trip, and month-end review — each naming the exact tool per step. Ledger Semantics & Lifecycles (/guides/ledger-semantics) documents 33 confirmed behaviours across twelve resources: the state each operation is valid in, the fields accepted and then ignored, and the calls that cannot be undone, with every irreversible behaviour collected in one table at the top of the page. Both pages carry the COUNT_playbooks and COUNT_knowledge ids they were ported from so the agent-facing and human-facing copies stay in step. Playbooks, lifecycle sections, and individual behaviour rules are indexed into site search.

Account transactions report and a complete MCP tool catalog

Documented POST /partners/reports/account-transactions, the general-ledger detail report, which was the only backend partner route missing from the reference. Brought the MCP tool catalog back in line with the remote server: added the six report tools (aged receivables/payables, sales by product-service, sales by customer, customer activity, account transactions), ten remote-only Payroll tools covering people, pay stubs, PTO accrual caps, and locations, and a new remote-only Firm Practice Manager category of eleven firm-wide task, time-entry, and project tools. The advertised tool count moves from 153 to 180; the three deprecated-name invoice aliases stay excluded.

Connections, reconciliations, opening balance, workspace cutover, and transaction bulk ops

Documented Partner API groups for bank Connections (including Plaid Hosted Link connect/complete/reconnect), Reconciliations (create draft + complete), Opening Balance (get/set conversion balance), and Workspace (PATCH cutoverDate). Added PATCH /partners/transactions/change-category-bulk and exclude-bulk. Removed non-existent POST /partners/bills/bulk and /partners/invoices/bulk from the reference. Extended the MCP tool catalog with the matching COUNT_* tools plus remote-only COUNT_get_bulk_task_status and COUNT_remember/recall/forget.

Prompt Library and corrected MCP tool reference

Added a Prompt Library (/tools/prompt-library) of curated, copy-pasteable prompts for driving COUNT workflows through an MCP-connected agent, covering invoicing, bills, transactions, journal entries, reporting, payroll, projects/contacts, and month-end close. Indexed into site search. Also corrected src/data/cliMcpReference.ts, which was missing the Budgets tool category, COUNT_split_transaction, COUNT_list_account_sub_types, a remote-only Payroll category, and 4 of 7 shared meta tools (COUNT_knowledge, COUNT_playbooks, COUNT_resolve_references, COUNT_validate_payload) — the MCP Server page now flags remote-only tools.

OpenAPI spec, Postman collection, inline Try it, and versioning policy

Added an OpenAPI 3.0 spec and Postman collection generated at build time from the reference data (npm run generate:openapi / generate:postman, validated in check:parity). Endpoint pages now include an inline "Try it" panel that shares credentials with the standalone Try it tool. Added a Versioning & Deprecation Policy page, cross-linked from breaking changelog entries.

Transaction split, COA balance, and bill-picker filters

Added PUT /partners/transactions/{uuid}/split for explicit transaction splits. Chart of accounts list now returns systemBalance when includeBalances=true. Documented bill-assignment list filters (reviewed, pending, excluded, currency, status) and exposed read-only billId/invoiceId UUIDs on transaction responses.

Budgets API and documentation parity

Added the Budgets API reference (14 endpoints), invoice send-history, and account sub-types list. Introduced an automated parity check (`npm run check:parity`) that compares documented routes against count-dev. Normalized customer path parameters to `{uuid}` and fixed the documents chunk-upload progress path.

Complete Partner API reference

Documented all remaining API reference groups: Chart of Accounts, Vendors, Products & Services, Recurring Invoice Templates, Credit Memos, Bills, Journal Entries, Tags, People, Projects, Tasks, Time Entries, Expense Receipts, Reports, and Workspace Stats. Added missing invoice endpoints (audit log, attachments, credit application, remove transaction) and group overviews for Invoices and Transactions.

COUNT CLI and MCP Server documentation

Added COUNT CLI and MCP Server guides covering install, OAuth login, local vs remote MCP, tool categories, resources, and Claude Code / Cursor configuration.

Redesigned Partner API documentation

Launched the redesigned Partner API documentation with a single consistent layout, persona journeys, guides, and code samples in six languages.

Webhooks and Documents reference

Added full API reference groups for Webhooks and Documents, including chunked upload and signature verification guidance.

Downloadable starter templates and signature generator

Added downloadable starter templates in six languages and an in-browser HMAC signature generator with deep links from endpoint pages.

Workspace stats endpoint

Added workspace stats endpoint for aggregated dashboard metrics.

Expanded webhook events

Expanded webhook events to cover bills and invoices.