jaz-clio 5.63.1 → 5.64.0

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.63.1
+version: 5.64.0
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 159 production gotchas, error

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

@@ -149,22 +149,28 @@ Turn APPROVED claims into journal entries, and record books-only employee payout
 The expense-claim members. CLI: `clio employees …`. `list = search_employees` (no
 bare list endpoint).
 
-- **`add_employee`** — `name`, **`userResourceId`, and `claimProfileResourceId` are
-  required** (the server rejects a create without a user to bind:
-  `422 EMPLOYEE_USER_RESOURCE_ID_MISSING`). **`userResourceId` is the user's resourceId —
+- **`add_employee`** — **`name` and `claimProfileResourceId` are required** (without a
+  profile: `422 EMPLOYEE_CLAIM_PROFILE_REQUIRED`). `userResourceId` is optional: omit it
+  for an offline employee with no login. **`userResourceId` is the user's resourceId —
   read it as the `userResourceId` FIELD on an org-user (`search_org_users`), NOT the
   org-user record's own `resourceId`; passing the membership id returns
-  `422 EMPLOYEE_USER_NOT_FOUND`.** Each user binds to at most one employee. Binding is
-  **PERMANENT** (rotation blocked once set). An **offline employee** (no user bound yet) can
-  still arise via import — bind it later with `bind_employee_user`. Dedups by email (per-org unique).
+  `422 EMPLOYEE_USER_NOT_FOUND`.** Each user links to at most one employee per org. The link
+  can be changed later: `update_employee` `userResourceId` relinks, `clearFields: ["userResourceId"]`
+  unlinks. An **offline employee** (no user bound yet) can also arise via import; bind it with
+  `bind_employee_user` or `update_employee` `userResourceId`. Dedups by email (per-org unique).
 - **The approver comes from the claim profile, not the employee.** An employee's approver
   is `claimProfile.approverUserResourceId` (set on the Claim Profile) — the employee record
   has no own approver field. To change who approves, edit the profile or move the employee
   to another profile. `claimProfileResourceId` is locked while the employee has unsettled claims.
-- **`update_employee`** — partial (omit = no change; email `""` clears). **Archive with
-  `active: false`** (reversible — prefer over `delete_employee`). `userResourceId` is NOT
-  editable here; for an **offline employee** (no user bound yet), use **`bind_employee_user`**
-  (one-way, permanent — only while unbound). `clearEmploymentType` unsets the classification.
+- **`update_employee`** — partial: an omitted, `null` or `""` param is left unchanged (the
+  tool drops them, because the raw API treats an explicit `null` on email, phone,
+  managerEmployeeResourceId, employmentType or userResourceId, and `phone: ""`, as a clear).
+  To clear, list the fields in **`clearFields`** (`email`, `phone`, `managerEmployeeResourceId`,
+  `employmentType`, `userResourceId`); a field both set and cleared in one call is refused.
+  One exception: `email: ""` is passed through and clears email, same as `clearFields: ["email"]`.
+  `userResourceId` links or relinks the login user; `clearFields: ["userResourceId"]`
+  unlinks it. **Archive with `active: false`** (reversible, prefer over `delete_employee`).
+  `bind_employee_user` only binds an employee that has no user yet.
 - **`delete_employee`** — server validates the employee is settled (else error). Prefer archive.
 - **`search_employees`** / **`search_employee_balances`** — the second is the balance
   directory (per-currency reimbursement owed). `search_employee_payouts` lives in `claim_processing`.
@@ -176,7 +182,8 @@ bare list endpoint).
 - **Import**: `preprocess_employees_file` (sync — pass a sheet `fileUrl`, returns a row
   preview) → `import_employees` (`create`/`update`/`delete` arrays, **max 100 each**;
   sync-validates rows with row-level 422s, then queues an async job — poll
-  `search_background_jobs`). Create rows need a bound user + claim profile.
+  `search_background_jobs`). Create rows need `name` + `claimProfileResourceId`;
+  `userResourceId` is optional (omit for an offline employee).
 
 ---
 

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

@@ -930,8 +930,8 @@ Two of the seven never reach you through this path: a zero `adjustmentValue` and
 **Fix**: Find an expense GL account via `search_accounts` — `accountType` is a **display label** (`"Operating Expense"`, `"Direct Costs"`), NOT an enum like `"EXPENSE"` (which returns zero rows) — then pass its `resourceId` as `expenseAccountResourceId`.
 
 ### "EMPLOYEE_USER_NOT_FOUND" (422)
-**Cause**: `add_employee` / `bind_employee_user` was given a `userResourceId` that isn't a user ("User not found for userResourceId …"). The usual mistake: passing an org-user record's own `resourceId` instead of its `userResourceId`.
-**Fix**: Use `search_org_users` and read the member's **`userResourceId`** field (not the org-user record's `resourceId`), then retry. Each user binds to at most one employee, and the binding is permanent once set.
+**Cause**: `add_employee` / `update_employee` / `bind_employee_user` was given a `userResourceId` that isn't a user ("User not found for userResourceId …"). The usual mistake: passing an org-user record's own `resourceId` instead of its `userResourceId`.
+**Fix**: Use `search_org_users` and read the member's **`userResourceId`** field (not the org-user record's `resourceId`), then retry. Each user links to at most one employee per org. To move a link, relink with `update_employee` `userResourceId` or unlink with `clearFields: ["userResourceId"]`.
 
 ### "EMPLOYEE_CLAIM_PROFILE_REQUIRED" (422)
 **Cause**: `add_employee` was called without `claimProfileResourceId` ("A claim profile is required for an employee — it carries the employee balance account used to convert and pay claims"). The claim profile is **server-required** — the org default is NOT auto-applied for employees (unlike claims), even when a default profile exists.

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.63.1
+version: 5.64.0
 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/cli/references/command-catalog.md

@@ -268,9 +268,9 @@ Same subcommands and flags as `cash-in`.
 | `search` | `--name`, `--email`, `--active`, `--claim-profile-resource-id`, `--sort`, `--order` |
 | `balances` (alias `search-balances`) | per-employee, per-currency reimbursement owed |
 | `get <id>` | `--json` |
-| `create` | `--name`, `--user`* (bind login), `--claim-profile`*, `--employment-type`, `--email`, `--manager` |
-| `update <id>` | `--name`, `--claim-profile`, `--employment-type`, `--archive` / `--activate`, `--clear-employment-type` |
-| `bind-user <id> <userId>` | bind a login user to an offline employee (no user yet) — one-way, only while unbound |
+| `create` | `--name`*, `--claim-profile`*, `--user` (link login, optional), `--employment-type`, `--email`, `--manager` |
+| `update <id>` | `--name`, `--email`, `--phone`, `--manager`, `--claim-profile`, `--employment-type`, `--user` (link/relink), `--archive` / `--activate`, `--clear-email`, `--clear-phone`, `--clear-manager`, `--clear-employment-type`, `--unlink-user` |
+| `bind-user <id> <userId>` | bind a login user to an offline employee (no user yet); relink or unlink via `update` |
 | `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 |

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.63.1
+version: 5.64.0
 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-kit/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-kit
-version: 5.63.1
+version: 5.64.0
 description: >-
   Use this skill when an accountant, bookkeeper, or owner is running real books
   in Jaz across one or more organizations from the terminal — setting up a

package/assets/skills/jaz-pseudo-sql/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-pseudo-sql
-version: 5.63.1
+version: 5.64.0
 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: 5.63.1
+version: 5.64.0
 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: 5.63.1
+version: 5.64.0
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires