jaz-clio 5.20.35 → 5.20.37

package/README.md

@@ -3,11 +3,11 @@
 <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-354-blue?style=for-the-badge" alt="354 tools">
+  <img src="https://img.shields.io/badge/tools-355-blue?style=for-the-badge" alt="355 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>
 
-354 tools. 65 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
+355 tools. 65 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
 
 ```bash
 npm install -g jaz-clio
@@ -19,7 +19,7 @@ Requires **Node.js 18+** ([nodejs.org](https://nodejs.org)). Also fully compatib
 
 - [Three Ways In](#three-ways-in) · CLI, MCP, Skills
 - [CLI](#cli) · 65 command groups
-- [MCP Server](#mcp-server) · 354 tools for AI agents
+- [MCP Server](#mcp-server) · 355 tools for AI agents
 - [Skills](#skills) · Teach any AI the Jaz API
 - [Setup](#setup) · Auth, multi-org, automation
 - [Semantic help-center search](#help-center-semantic-search-optional) · Optional OpenAI-backed retrieval
@@ -53,7 +53,7 @@ clio invoices search --query 'status:unpaid' --view lean # Compact summary rows
 
 ## MCP Server
 
-354 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
+355 tools, available to 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 via the **hosted connector**: add `https://mcp.jaz.ai/mcp` as a custom connector (Claude/ChatGPT) or MCP tool (Copilot Studio) and sign in (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: 5.20.35
+version: 5.20.37
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 158 production gotchas, error

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

@@ -5,6 +5,20 @@ The employee-expense **Claims** feature. This reference covers the **claim recor
 profiles / posting rules). Claim → journal conversion + employee payouts are a
 separate surface.
 
+## Bill vs claim routing + self-claims (agent)
+
+A receipt is a BILL (a vendor's invoice) or a CLAIM (an employee's reimbursed expense)
+— different tools. Decide by intent, else by capability: call `get_my_context` and read
+`moduleRoles` — PURCHASES ≠ NO_ACCESS → bill (`create_bt_from_attachment`); else
+EMPLOYEE_CLAIMS ≠ NO_ACCESS → claim (`create_claim_from_attachment`). The always-on
+`claims-routing` policy carries the full rule.
+
+`create_claim_from_attachment` makes an UNBOUND draft (async, no claim id). Bind the
+employee once it materialises (`search_claims` status DRAFT → `update_claim`
+`employeeResourceId`): no other employee named → the caller's own
+(`get_my_context.employee`; null = not set up for claims, don't invent one); a named
+employee → `search_employees` then bind that id.
+
 ## Claim records (`claims` + `claim_processing` namespaces)
 
 CLI: `clio claims …`. **Claims have no bare list or create** — a claim is born DRAFT

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.20.35
+version: 5.20.37
 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: >-
   command groups, auth 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 65 command groups and 354 tools.
+  Covers all 65 command groups and 355 tools.
 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. 65 command groups, 13 calculators, 12 job blueprints, 354 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. 65 command groups, 13 calculators, 12 job blueprints, 355 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
 
 ## When to Use This Skill
 

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.20.35
+version: 5.20.37
 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-pseudo-sql/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-pseudo-sql
-version: 5.20.35
+version: 5.20.37
 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: 5.20.35
+version: 5.20.37
 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: 5.20.35
+version: 5.20.37
 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

@@ -6,7 +6,7 @@ Source of truth lives in the installed skills (`.claude/skills/jaz-*/SKILL.md` o
 
 ## Discovery
 
-The Jaz MCP server exposes 354 tools across 41 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
+The Jaz MCP server exposes 355 tools across 41 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
 
 1. `search_tools(query)` → top-N tool names + namespaces.
 2. `describe_tools(names)` → full parameter schemas.