jaz-clio 5.20.36 → 5.20.37

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.20.36
+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: 5.20.36
+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,

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.20.36
+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: 5.20.36
+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: 5.20.36
+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: 5.20.36
+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/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.20.36",
+  "version": "5.20.37",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {