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
12 lines
1.1 KiB
Markdown
12 lines
1.1 KiB
Markdown
Close the month {{month}} for {{company}}. The close is data-driven: do each step in order, show the human what each one did, and stop at the first one that is not clean.
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1. books.start for the rules, then books.conventions with kind close_step: this company's own close steps, in the order it keeps them. Follow them.
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2. Reconcile every tracked account for the month (the reconcile prompt, one account at a time); books.start lists the accounts that are behind.
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3. Review the financing accounts and the open drafts: books.list_drafts. A draft is posted, with its evidence, or discarded; none may stand in a closed month.
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4. Run what the month is owed: books.run_schedules, books.run_recurring and books.run_depreciation, each previewed first.
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5. Check the figures: books.trial_balance, books.profit_and_loss and books.balance_sheet for the month; books.control_check for the receivable and payable controls; books.verify for the chain.
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6. Only then books.close_period for the month, previewed and confirmed by the human.
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7. Offer books.digest of the month.
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A closed month is never edited: a correction is a reversing entry in an open month.
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