swaitsandClaude Fable 5.1
70a3f795f4
Agent reason: a tool description is read every time the tool list is, so eight descriptions of 800 to 2,000 characters cost every session for text only a few calls need. books.export, books.export_cpa_package, books.import_bank_csv, books.reconcile, books.set_entry_party, books.set_w9, books.show and books.vendor_1099 now say what the tool is for, what it requires and where the rest is, in at most 700 characters; the rest is in the handbook, verbatim: the CPA package's contents (cpa-handoff), the share rules of a multi-party tag and the W-9 procedure (parties-and-tins), the worksheet's construction (1099), the CSV import and the report list with the IIF limits (files-in-out), the reconciliation's answer (reconciliation) and the targets books.show opens (viewer). tool_descriptions_fit_700_characters now pins zero and its allowance list is deleted: no description may exceed the cap, and none is excused. The period test keeps its sentence about omitted dates in books.export's description. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
4.2 KiB
Files in and out
- A file never passes through you, in either direction: no tool takes a file's bytes or text, and none gives them back.
- A file comes in by upload alone, named by its upload_id in the tool that files it (books.attach_receipt, books.file_document, books.set_w9 w9_upload_id, books.import_bank_csv, books.import_chart_csv): books.begin_upload with the file's sha256 (
sha256sum), size (up to 25 MiB), type, name and purpose; run the command it returns (wanderbooks upload) with the file's path; then give the upload_id. An upload lasts 15 minutes, is used once, and only by the token that began it. - If begin_upload says the bytes are stored already (existing_attachment_id), link that attachment instead of filing a copy.
- A file goes out by download alone. Files the books make (books.export in every format, books.asset_labels, books.export_cpa_package, books.vendor_1099 csv, books.get_w9) are handed over: run the download command each returns to save it in a folder. They are kept 15 minutes, for the token that asked. No file with a full TIN goes into the books, however it is filed: the server refuses every file it read or wrote with full TINs (the W-9 books.set_w9 took, and each of those outputs, or a file taken out of a CPA package), and any text file holding one: a TIN the vault keeps, written as nine digits or in the usual groups (3-2-4 with hyphens, spaces or dots; 2-7 with a hyphen or a space), or a number printed as an SSN or EIN is (3-2-4 or 2-7 digits joined by hyphens, not part of a longer number). Other numbers pass, so bank exports (routing and account numbers, long references) go in. It can't recognize an altered copy of a scan, or a TIN the vault doesn't keep written any other way, so never file a W-9 or a TIN worksheet yourself.
- Receipts and documents come back out through books.get_receipt view bytes, handed over the same way: run its download command to save a copy in a folder you name.
Importing a bank CSV (books.import_bank_csv)
A QuickBooks-style bank or credit-card CSV: 3 columns Date, Description, Amount (payments negative), or 4 columns Date, Description, money out, money in (Intuit heads them Credit, Debit). Slash dates must settle month-first or day-first from the file itself or from date_order ("month_first" for mm/dd, "day_first" for dd/mm); ask the human when the tool says the dates read either way. It creates one DRAFT entry per transaction, all or none: the bank account on one side, a categorized offset on the other (the longest matching rule pattern, else default_offset_code). Give the CSV as upload_id: upload it with books.begin_upload purpose import and wanderbooks upload (a file never passes through you). Review with books.digest, then post. File the export too (books.file_document category import_source) and pass source_attachment_id: it is linked to the bank account, so the import traces to its source (never to the drafts: a bank export is not a receipt).
Exporting a report (books.export)
Reports: profit_and_loss, balance_sheet, cash_flow (direct method, with its reconciliation and noncash schedules; needs cash_accounts), trial_balance (as_of), members_equity (multi-member LLC), tax_summary, general_ledger (by account: running balances, splits), general_journal (each entry posted in the period; alias journal), fixed_asset_register (as_of: every asset with tag, serial, cost, depreciation, book value, reconciled to the books), ar_aging and ap_aging (as_of: one row per open invoice or bill, with a tie-out line to its control account). The file is handed over (run its download to save it; never its bytes). Formats: pdf and xlsx for the statements, tax_summary, fixed_asset_register and the agings; xlsx, csv, json for every report; iif for general_journal or journal (QuickBooks Desktop: plain ASCII text, CR LF; every posted entry from the first through as_of (start and end are refused), period closes left out, DOCNUM the entry id; names, numbers and memos fit QuickBooks' limits; warnings says what is written differently from the books, memos grouped, to tell the human). Dates: start/end for period reports (omitted: the fiscal year to date), as_of for balance_sheet, trial_balance, fixed_asset_register, ar_aging, ap_aging and iif (omitted: today).