Regulators and registries that don't tax the company (a division of corporations, a licensing board), distinct from tax_agency. Core Role, MCP descriptions, viewer label/noun/icon, docs, and tests. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
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@@ -5669,7 +5669,7 @@ impl BooksServer {
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#[tool(
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name = "books.add_party",
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description = "Add a party to the directory: anyone the company deals with (a contractor, landlord, payout platform, tax agency, bank or card issuer, member, employee). Name it as on its documents (unique among parties not archived); give its roles: contractor, employee, member, payout_platform, tax_agency, financial_institution, landlord. Vendor and customer aren't given by hand: books.add_vendor and books.add_customer add those records and link them to the party of the same name. Never put a full TIN or SSN in any party field: the engine refuses nine-digit numbers. Journaled as party.added; returns the party."
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description = "Add a party to the directory: anyone the company deals with (a contractor, landlord, payout platform, tax agency, government agency, bank or card issuer, member, employee). Name it as on its documents (unique among parties not archived); give its roles: contractor, employee, member, payout_platform, tax_agency, government_agency, financial_institution, landlord. Vendor and customer aren't given by hand: books.add_vendor and books.add_customer add those records and link them to the party of the same name. Never put a full TIN or SSN in any party field: the engine refuses nine-digit numbers. Journaled as party.added; returns the party."
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)]
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async fn add_party(
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&self,
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@@ -5740,7 +5740,7 @@ impl BooksServer {
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#[tool(
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name = "books.set_party_roles",
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description = "Give a party roles (add) or take them away (remove): contractor, employee, member, payout_platform, tax_agency, financial_institution, landlord. Vendor and customer follow their records and can't be set by hand. Adds apply before removes; a role it already has (or lacks) is left alone. Removing a party's last 1099 role (contractor, landlord) needs its W-9 facts cleared first (books.set_w9 clear), and removing employee its W-4 facts. All or nothing: a refusal changes nothing. Each change is journaled as party.role_set. Returns the party."
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description = "Give a party roles (add) or take them away (remove): contractor, employee, member, payout_platform, tax_agency, government_agency, financial_institution, landlord. Vendor and customer follow their records and can't be set by hand. Adds apply before removes; a role it already has (or lacks) is left alone. Removing a party's last 1099 role (contractor, landlord) needs its W-9 facts cleared first (books.set_w9 clear), and removing employee its W-4 facts. All or nothing: a refusal changes nothing. Each change is journaled as party.role_set. Returns the party."
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)]
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async fn set_party_roles(
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&self,
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@@ -2601,7 +2601,7 @@ pub struct AddPartyParams {
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/// surrounding space) among parties not archived; never a full TIN.
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pub name: String,
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/// Roles: contractor, employee, member, payout_platform, tax_agency,
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/// financial_institution, landlord. Not vendor or customer: those come
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/// government_agency, financial_institution, landlord. Not vendor or customer: those come
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/// with their records (`books.add_vendor`, `books.add_customer`, which
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/// link to the party of the same name). May be empty.
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#[serde(default)]
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