jaz-clio 5.20.38 → 5.20.40

package/README.md

@@ -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
 ```

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.20.38
+version: 5.20.40
 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

@@ -144,7 +144,7 @@ One MCP namespace wraps all three: **`claim_settings`**. CLI: `clio claim-types
 | Entity | What it is | Key fields |
 |--------|-----------|-----------|
 | **Claim Type** | An expense category (e.g. "Travel", "Meals"). | `name` (unique/org), `expenseAccountResourceId`, `taxProfileResourceId`, `classifierConfig`, `isDefault` |
-| **Claim Profile** | A per-employee policy bundle (who approves, spend limits, which types are visible, the liability account). | `name` (unique/org), `approverUserResourceId`, `visibleClaimTypeIds[]`, `visibleTaxProfileIds[]`, `visibleClassifierIds[]`, `visibleVendorResourceIds[]`, `allowedCurrencies[]`, `minClaimAmount`, `maxClaimAmount`, `maxPerPeriodAmount`, `perPeriod`, `employeeBalanceAccountResourceId`, `digestEmailEnabled`, `taxMode`, `isDefault` |
+| **Claim Profile** | A per-employee policy bundle (who approves, spend limits, which types are visible, the liability account). | `name` (unique/org), `approverUserResourceId`, `visibleClaimTypeIds[]`, `visibleTaxProfileIds[]`, `visibleClassifierIds[]`, `visibleVendorResourceIds[]`, `allowedCurrencies[]`, `minClaimAmount`, `maxClaimAmount`, `maxPerPeriodAmount`, `perPeriod`, `employeeBalanceAccountResourceId`, `taxMode`, `isDefault` |
 | **Posting Rule** | How approved claims group into journals at conversion (the "Posting Rules" tab). | `name` (unique/org), `outerAxis`, `innerAxis`, `lineDescriptionTemplate`, `journalReferenceTemplate`, `defaultBankAccountResourceId`, `defaultIncludeReimbursementPayout`, `isDefault` |
 
 ## Enums (use EXACT values)

package/assets/skills/cli/SKILL.md

@@ -1,14 +1,14 @@
 ---
 name: jaz-cli
-version: 5.20.38
+version: 5.20.40
 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 356 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.
 ---
@@ -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: 5.20.38
+version: 5.20.40
 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: 5.20.38
+version: 5.20.40
 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: 5.20.38
+version: 5.20.40
 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: 5.20.38
+version: 5.20.40
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires