Changelog

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.