jaz-clio 5.20.37 → 5.20.39

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-355-blue?style=for-the-badge" alt="355 tools">
+  <img src="https://img.shields.io/badge/tools-356-blue?style=for-the-badge" alt="356 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>
 
-355 tools. 65 command groups. 13 calculators. 12 job playbooks. 158 API rules. 16 IFRS recipes.
+356 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) · 355 tools for AI agents
+- [MCP Server](#mcp-server) · 356 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
@@ -43,6 +43,7 @@ clio reports pdf profit-loss                       # Download P&L as PDF
 clio calc lease --payment 5000 --term 36 --rate 5 # IFRS 16 (offline, instant)
 clio jobs month-end --period 2026-03              # Step-by-step close playbook
 clio magic create --file receipt.pdf              # AI extracts → draft transaction
+clio claims from-attachment --file receipt.png    # Employee expense receipt → draft claim
 clio invoices search --query 'status:unpaid AND $500+'  # Structured per-entity search
 clio invoices search --query 'status:unpaid' --view lean # Compact summary rows (id + key fields), then drill in with get
 ```
@@ -53,7 +54,7 @@ clio invoices search --query 'status:unpaid' --view lean # Compact summary rows
 
 ## MCP Server
 
-355 tools, available to any AI agent that speaks MCP. Runs locally: no cloud, no ports.
+356 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: 5.20.37
+version: 5.20.39
 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

@@ -21,8 +21,8 @@ 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
-via document attachment or conversion, then mutated. List = `search_claims`.
+CLI: `clio claims …`. A claim is born DRAFT via **`create_claim`** (bare create),
+document attachment, or conversion, then mutated. No bare list — `search_claims` is the list.
 
 ### Status flow (server-enforced — surface the 422, don't pre-validate)
 
@@ -31,6 +31,7 @@ via document attachment or conversion, then mutated. List = `search_claims`.
 
 | Action | Tool | Legal from | Body |
 |--------|------|-----------|------|
+| Create | `create_claim` | — | `valueDate` + `currencyCode` required; vendor = `contactResourceId` XOR `vendorName`; `saveAsDraft` defaults true (→ DRAFT), false validates + submits (→ SUBMITTED) |
 | Edit | `update_claim` | DRAFT | partial; `claimItems` non-empty REPLACES all, `[]` clears |
 | Submit | `submit_claim` (or `update_claim` saveAsDraft=false) | DRAFT | none |
 | Approve | `approve_claim` | SUBMITTED | none |
@@ -51,6 +52,14 @@ Per-item processing happens in the background — **poll `search_background_jobs
 for results (a queued job doesn't pre-validate item state). bulk_reject/cancel take one
 shared reason for the batch.
 
+### Create semantics
+
+`create_claim` is the bare create (no attachment). `valueDate` + `currencyCode` are
+required; `contactResourceId` / `vendorName` are mutually exclusive (vendor is optional —
+the server accepts a vendorless draft). `saveAsDraft` defaults **true** → DRAFT with relaxed
+line validation; pass **false** to fully validate + submit in one call (→ SUBMITTED). Line
+items / custom fields / tags use the same shape as `update_claim`.
+
 ### Update semantics (verified live)
 
 `update_claim` is **partial**: omitted fields are unchanged; no GET-merge needed for

package/assets/skills/cli/SKILL.md

@@ -1,14 +1,14 @@
 ---
 name: jaz-cli
-version: 5.20.37
+version: 5.20.39
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,
-  or chaining multi-step accounting workflows from the terminal. Covers all 60
+  or chaining multi-step accounting workflows from the terminal. Covers all 65
   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 355 tools.
+  Covers all 65 command groups and 356 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. 65 command groups, 13 calculators, 12 job blueprints, 355 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, 356 tools. Also fully compatible with Juan Accounting (same API, same endpoints).
 
 ## When to Use This Skill
 
@@ -258,6 +258,8 @@ Sending `lineItems[]` to the FLAT endpoint silently ignores them and creates a $
 
 **Bank & Reconciliation**: `bank` (accounts, get, records, add-records, import, auto-recon), `bank-rules`
 
+**Employee Claims & Settings**: `claims` (lifecycle + `create` + `from-attachment` + convert + payout), `employees`, `claim-types`, `claim-profiles`, `posting-rules`
+
 **Fixed Assets & Inventory**: `fixed-assets` (alias: `fa`), `inventory` (alias: `inv`)
 
 **Subscriptions & Schedulers**: `subscriptions` (alias: `subs`), `schedulers`

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

@@ -1,6 +1,6 @@
 # Clio Command Catalog
 
-Complete reference for all 55 command groups. Organized by domain.
+Complete reference for all 65 command groups. Organized by domain.
 
 ---
 
@@ -228,6 +228,67 @@ Same subcommands and flags as `cash-in`.
 
 ---
 
+## Employee Claims & Settings
+
+### `clio claims` — Employee-expense claims
+| Subcommand | Key flags |
+|------------|-----------|
+| `search` (alias `list`) | `--status`, `--employee`, `--contact`, `--limit`, `--offset`, `--json` |
+| `get <id>` | `--json` |
+| `create` | `--value-date`*, `--currency`*, `--employee`, `--contact` / `--vendor-name` (XOR), `--items <json>`, `--custom-fields <json>`, `--tags`, `--submit` |
+| `update <id>` | partial; `--items` non-empty REPLACES all lines, `--submit` |
+| `submit` / `approve` / `unpost <id>` | lifecycle (server-enforced transitions) |
+| `reject` / `cancel <id>` | `--reason` (1-1000), required |
+| `bulk-submit` / `bulk-approve` / `bulk-delete` | `--ids <csv>` (1-500) — async, returns jobId |
+| `bulk-reject` / `bulk-cancel` | `--ids <csv>`, `--reason` — async, returns jobId |
+| `delete <id>` | DRAFT / REJECTED / CANCELLED only |
+| `delete-attachment <id> <attId>` | remove one receipt |
+| `from-attachment` | `--file` / `--source-url` / `--html` (inline or `@path`) — OCR a receipt into a DRAFT claim (async) |
+| `preview-conversion` | `--ids`, `--posting-rule`, `--payout-flow` |
+| `convert` | `--ids`, `--value-date`*, `--posting-rule`, `--include-payout`, `--idempotency-key` |
+| `record-payout` | `--employee`, `--amount`, `--payment-account`, `--payout-for` (REIMBURSEMENT / ADVANCE) |
+| `tracking-tags` / `custom-field-values` | picker arrays |
+
+### `clio employees` — Claim members
+| Subcommand | Key flags |
+|------------|-----------|
+| `search` (alias `list`) | `--name`, `--status`, `--limit`, `--offset`, `--json` |
+| `balances` (alias `search-balances`) | per-employee, per-currency reimbursement owed |
+| `get <id>` | `--json` |
+| `create` | `--name`, `--user`* (bind login), `--claim-profile`, `--employment-type`, `--email`, `--manager`, `--approver` |
+| `update <id>` | `--name`, `--claim-profile`, `--employment-type`, `--archive` / `--activate`, `--clear-employment-type` |
+| `bind-user <id> <userId>` | permanently bind a login user (one-way) |
+| `delete <id>` | only if settled (no outstanding balance) |
+| `preprocess <fileUrl>` | `--file-type` (CSV / XLS / XLSX) — preview rows before import |
+| `import` | `--create` / `--update` / `--delete` (JSON arrays) — async, returns jobId |
+
+EmploymentType: `FULL_TIME` · `PART_TIME` · `CONTRACTOR` · `INTERN` · `TEMPORARY` · `CONSULTANT`
+
+### `clio claim-types` — Expense categories (master data)
+| Subcommand | Key flags |
+|------------|-----------|
+| `list` / `get <id>` / `search` | `--limit`, `--offset`, `--all`, `--json` |
+| `create` | `--name`, `--expense-account <id>`, `--tax-profile <id>`, `--default` |
+| `update <id>` / `delete <id>` | partial update; default-protected delete |
+
+### `clio claim-profiles` — Per-employee spend policies (master data)
+| Subcommand | Key flags |
+|------------|-----------|
+| `list` / `get <id>` / `search` | `--limit`, `--offset`, `--all`, `--json` |
+| `create` | `--name` (+ approval / limit / account options) |
+| `update <id>` / `delete <id>` | partial update; cannot delete the org default |
+
+### `clio posting-rules` — Claim→journal grouping (master data)
+| Subcommand | Key flags |
+|------------|-----------|
+| `list` / `get <id>` / `search` | `--limit`, `--offset`, `--all`, `--json` |
+| `create` | `--name`, `--outer-axis`, `--inner-axis`, `--line-template`, `--journal-reference-template`, `--default-bank-account`, `--default` |
+| `update <id>` / `delete <id>` | partial update; cannot delete the org default |
+
+`*` = required.
+
+---
+
 ## Bank & Reconciliation
 
 ### `clio bank` — Bank accounts and records

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.20.37
+version: 5.20.39
 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: 5.20.37
+version: 5.20.39
 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: 5.20.37
+version: 5.20.39
 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: 5.20.37
+version: 5.20.39
 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 355 tools across 41 namespaces via 3 meta-tools. **Use the meta-tool flow — never enumerate tools blindly.**
+The Jaz MCP server exposes 356 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.