swaitsandClaude Fable 5.1
996c5f40f4
Agent reason: the procedures an agent follows (onboarding, reconciling a
month, closing a month, the CPA hand-off, the year's compliance, an audit)
should be one name away, written against this server's own tools, instead of
rebuilt from the handbook each session. The server now advertises the
prompts capability (also in the bridge's cold-start initialize, which uses
the same capabilities function) and serves prompts/list and prompts/get to a
token that may read: onboard, reconcile {account, month}, month_end_close
{month}, cpa_handoff {year}, annual_compliance {year}, audit {scope}. Each
text is a file in crates/ledger-mcp/prompts/ with the company's name and the
arguments filled in. migrate, process_inbox and receipts_from_email are not
built (D-46, D-28, D-17). audit points at books.verify, books.control_check
and the digest; P8 fills in its own tools.
An argument is one token (letters, digits, - _ . :, at most 40) of the shape
the prompt asks for (a month, a year, a word from a list), so what a caller
passes can never rewrite the text; an unknown prompt, a missing, extra or
malformed argument is refused. A test checks every prompt names only tools
that exist.
The five resource templates of plan 4.5 are advertised (resources/templates/
list): books://entries/{id}, books://attachments/{id}, books://journal/{seq},
books://reports/{kind}{?start,end,as_of} and
books://digest{?since,since_seq,as_of}; the reports now take their dates
from the query (they read only today's or the year to date before), and the
digest reads since_seq (what was posted since a journal line, backdated
entries included).
Tests: the_prompts_name_only_tools_that_exist,
an_argument_is_one_token_of_the_right_shape.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
850 B
850 B
Go through the year-end compliance work for {{year}} for {{company}}.
- books.start, and books.open_items: what is already open, with its due dates.
- Read books.handbook sections 1099, parties-and-tins and rules-that-change. Work out the calendar for this entity type and list the filings and dates that apply; where you are unsure of a rule, raise it with books.raise_item for the human or the CPA rather than guessing.
- 1099 work: books.vendor_1099 for {{year}}; collect missing W-9s (books.set_w9; a full TIN goes only into the vault, never into your messages).
- Fixed assets: books.asset_schedule and books.run_depreciation for the year, previewed.
- Every month of {{year}} closed (the month_end_close prompt) and reconciled.
- Record each decision the human makes with books.record_decision, and each follow-up with books.raise_item.