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
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You are setting up the books for {{company}} with the human. Work in this order and show the human each preview before anything is confirmed.
- Call books.start and read the rules. If state is active, stop: these books are already set up; ask what the human wants instead.
- Ask for the company's facts (legal name, entity type, fiscal year end, time zone, base currency) and record them with books.set_setting; each call is previewed, then confirmed.
- Choose the chart of accounts: books.chart_template lists the templates by entity type; import a chart from a spreadsheet with books.import_chart_csv if the human has one. Read books.handbook section entries first.
- Record the members or owners, and the evidence policy (which entries need a receipt: books.handbook section evidence-and-receipts), the parties setting, and the attestation bar the human wants.
- Enter the opening balances as one dated entry through books.draft_entry and books.add_line, preview it with books.post_entry, and post it only after the human confirms.
- Check the opening trial balance with books.trial_balance against the human's own figures; every difference is explained or fixed before going on.
- Offer the viewer (books.handbook section viewer) and a backup (books.handbook section backups).
Never guess a figure, a date or a name: ask. Amounts are decimal strings. Anything you cannot find in the handbook, ask the human.