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feat(mcp): tool titles + Connect-with-Claude docs for Connectors Directory readiness (P0-4) (#682)

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* feat(mcp): tool titles + Connect-with-Claude docs for Connectors Directory readiness

Add a top-level Tool.title (MCP spec 2025-06-18) to all 92 MCP tools and
flow it through the tools/list serializer for the Claude Connectors
Directory. Trim the ~10 longest tool descriptions toward 180-200 chars
(semantics + agent hints preserved) to partly offset the added bytes, and
raise the payload-size bench ceiling 32K → 36K with headroom reserved for
upcoming Skatteverket tools.

Ship a "Connect with Claude" docs page (OAuth 2.1 connector + npx
gnubok-mcp stdio bridge, sample sandbox prompts, 10-minute reviewer test,
support pointer), wire it into the docs nav, and add a README to the
packages/gnubok-mcp npm bridge. Bump one categorized sandbox business
expense above 4 000 kr so the VAT close-check demo surfaces a high-value
receipt-less expense.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(mcp): restore six spaces lost in the description-trimming pass

Review finding (Greptile P2): the trim deleted single spaces in six tool
descriptions ("Stages foruser", "länkatill", "kundfordran(1510)", …),
producing malformed text in tools/list. All six were pure space deletions
with no token gain — restored verbatim. Swept all 92 descriptions for
residual merge artifacts; the two remaining matches are pre-existing
function-call notation from main.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(compliance): correct BFL citation in seed + mark 4000 kr as app heuristic

Swedish compliance review findings:
- The seed comment cited BFL 5 kap 6§ as requiring verifikat on high-value
  affärshändelser; 6§ governs verifikationens innehåll. Rephrased: BFL 5 kap
  6-7§ require every affärshändelse to be documented — the 4 000 kr cut-off
  is the tool's own heuristic, not a statutory threshold.
- The connect-claude docs read as though 4 000 kr were a legal floor
  (conflatable with the förenklad faktura ceiling, ML 17 kap 26-28§).
  Clarified that BFL requires underlag regardless of amount.

Dismissed as by-design: the gnubok_sk_test_... README placeholders
(standard practice; the prefix schema is already public in llms.txt).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-06-06 11:47:21 +02:00
committed by GitHub
co-authored by Claude Opus 4.8
parent 0bc81d4c88
commit a894af11d0
10 changed files with 289 additions and 15 deletions
Download Patch File Download Diff File Expand all files Collapse all files
extensions/general/mcp-server/README.md
+1 -1
View File
@@ -21,7 +21,7 @@ For internal Anthropic API usage (today only `extensions/general/invoice-inbox/l
## Payload-size watchdog
`payload-size.bench.test.ts` enforces a `tools/list` JSON payload ceiling (currently 25,000 tokens). If the test fires, the right answer is rarely "raise the ceiling" — instead, trim descriptions or leverage `gnubok_search_tools` (already deployed; tool definitions can defer to it for discovery rather than enumerating in `tools/list`).
`payload-size.bench.test.ts` enforces a `tools/list` JSON payload ceiling (currently 36,000 tokens — bumped from 32,000 when top-level `Tool.title` landed on all tools for Claude Connectors Directory readiness). If the test fires, the right answer is rarely "raise the ceiling" — instead, trim descriptions or leverage `gnubok_search_tools` (already deployed; tool definitions can defer to it for discovery rather than enumerating in `tools/list`).
## Where things live
extensions/general/mcp-server/__tests__/payload-size.bench.test.ts
+7 -2
View File
@@ -5,6 +5,7 @@ describe('tools/list payload size guard', () => {
it('keeps the projected tools/list payload under the context-budget ceiling', () => {
const projection = tools.map((t) => ({
name: t.name,
...(t.title ? { title: t.title } : {}),
description: t.description,
inputSchema: t.inputSchema,
...(t.outputSchema ? { outputSchema: t.outputSchema } : {}),
@@ -13,7 +14,7 @@ describe('tools/list payload size guard', () => {
}))
const payload = JSON.stringify({ tools: projection })
const approxTokens = Math.round(payload.length / 4)
// Ceiling progression: 20K → 25K → 30K → 31K → 31.5K.
// Ceiling progression: 20K → 25K → 30K → 31K → 31.5K → 32K → 36K.
// * 20K → 25K when item 8 of the agent-native API plan landed
// (additionalProperties: false on all inputSchemas + period_status in the
// staged operation envelope).
@@ -38,9 +39,13 @@ describe('tools/list payload size guard', () => {
// faktura paid against an already-posted verifikat (no new bokföring),
// which is exactly the fix for invoices imported from Fortnox as open
// payables while their payment already exists in the SIE-imported GL.
// * 32K → 36K when top-level Tool.title (MCP spec 2025-06-18) landed on all
// 92 tools for Connectors Directory readiness; the ~10 longest descriptions
// were trimmed toward 180–200 chars to partly offset. Headroom reserved for
// the upcoming Skatteverket tools.
// Long-term answer to growth is leaning harder on gnubok_search_tools — if this
// fires again, prefer trimming descriptions or making a tool opt-in via search
// before bumping further.
expect(approxTokens).toBeLessThan(32_000)
expect(approxTokens).toBeLessThan(36_000)
})
})
extensions/general/mcp-server/server.ts
+107 -10
View File
@@ -121,6 +121,10 @@ interface McpToolAnnotations {
interface McpTool {
name: string
// Top-level Tool.title per MCP spec 2025-06-18 (human-facing label for
// directory listings; distinct from annotations.title). Short Title Case
// noun phrase. Flows out via the tools/list serializer below.
title?: string
description: string
inputSchema: Record<string, unknown>
outputSchema?: Record<string, unknown>
@@ -1399,6 +1403,7 @@ function previousPeriodArgs(
export const tools: McpTool[] = [
{
name: 'gnubok_search_tools',
title: 'Search MCP Tools',
description: 'Search Accounted MCP tools by keyword and return their schemas at a chosen detail level. Call this first when looking for a capability — avoids loading every tool schema upfront.',
inputSchema: {
type: 'object',
@@ -1517,6 +1522,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_skills',
title: 'List Domain Skills',
description: 'List available domain-knowledge skills filtered to this company (entity type, VAT, payroll). Workflow guides + loaded specialty atoms. Pass include_all=true to see hidden skills. Call gnubok_load_skill(slug) for any body.',
inputSchema: {
type: 'object',
@@ -1641,6 +1647,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_load_skill',
title: 'Load Domain Skill',
description: 'Load a skill body by slug. Workflow slugs are flat (e.g. "month-end-close"); atom slugs match registry ids (e.g. "vertical/konsult-it", "modifier/holding-ab"). Call gnubok_list_skills to find slugs.',
inputSchema: {
type: 'object',
@@ -1704,7 +1711,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_remember_fact',
description: 'Capture a durable fact, preference, pattern, or correction about the company. Use mid-conversation when the user says something the agent should remember next time. Writes immediately — does not stage. Use sparingly for foundational signal, not for one-off context.',
title: 'Remember Company Fact',
description: 'Capture a durable fact, preference, or correction about the company. Use mid-conversation when the user says something to remember next time. Writes immediately — does not stage. Use sparingly.',
inputSchema: {
type: 'object',
additionalProperties: false,
@@ -1818,6 +1826,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_forget_fact',
title: 'Forget Company Fact',
description: 'Deactivate a memory entry by id. Use when the user explicitly asks to forget something or supersedes it. The row is kept for audit (is_active=false) but no longer surfaces in prompts.',
inputSchema: {
type: 'object',
@@ -1860,6 +1869,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_feedback',
title: 'Send Agent Feedback',
description: 'Report agent-side feedback: missing tool, wrong description, skill gap, or a positive signal. Goes to event_log for product-team triage. Rate-limited 1/min/key.',
inputSchema: {
type: 'object',
@@ -1958,6 +1968,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_agent_briefing',
title: 'Get Agent Briefing',
description: 'Bootstrap this company\'s specialized accountant context in one call: profile_summary, the atoms loaded for the company (metadata only — call gnubok_load_skill for bodies), and the top-30 active memories. Call once at session start.',
inputSchema: {
type: 'object',
@@ -2088,7 +2099,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_create_transactions',
description: 'Stage one or more transactions for the user to approve. Each item creates a separate pending operation; commit each via gnubok_approve_pending_operation when the user authorises. Useful for ingesting rows from external sources (Airtable, CSVs, etc.). Max 10 per call.',
title: 'Create Bank Transactions',
description: 'Stage one or more transactions for the user to approve. Each creates a separate pending operation; commit each via gnubok_approve_pending_operation. Use for ingesting external rows (Airtable, CSV). Max 10.',
outputSchema: {
type: 'object',
additionalProperties: false,
@@ -2200,6 +2212,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_uncategorized_transactions',
title: 'List Uncategorized Transactions',
description: 'List bank transactions with no journal entry yet, newest first. Paginated.',
inputSchema: {
type: 'object',
@@ -2270,6 +2283,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_transactions_without_documents',
title: 'List Transactions Missing Receipts',
description: 'List BANK TRANSACTIONS booked without an attached underlag. For imported/manual verifikat (no bank tx row) call gnubok_list_verifikat_without_documents — this tool only covers bank-driven entries.',
inputSchema: {
type: 'object',
@@ -2349,6 +2363,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_verifikat_without_documents',
title: 'List Verifikat Missing Documents',
description: 'List POSTED journal entries (verifikat) that have no document_attachments row. Covers SIE-imported, manual and salary vouchers that the transactions-based tool misses. Newest first, paginated.',
inputSchema: {
type: 'object',
@@ -2446,7 +2461,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_categorize_transaction',
description: 'Categorize a bank transaction. Stages the journal entry; commit via gnubok_approve_pending_operation when the user authorises. If the row has an attached underlag, the tool reads its extracted_data and rejects vat_treatment="reverse_charge" when the seller already charged VAT.',
title: 'Categorize Bank Transaction',
description: 'Categorize a bank transaction. Stages the journal entry; commit via gnubok_approve_pending_operation. If an underlag is attached it rejects vat_treatment="reverse_charge" when the seller already charged VAT.',
inputSchema: {
type: 'object',
additionalProperties: false,
@@ -2529,6 +2545,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_receipt_matcher',
title: 'Receipt Matcher Widget',
description: 'Open an interactive widget for drag-and-drop receipt-to-transaction matching. Renders inline in compatible clients.',
inputSchema: {
type: 'object',
@@ -2581,6 +2598,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_customers',
title: 'List Customers',
description: 'List all customers for the active company. Use to look up customer_id for invoice creation.',
inputSchema: { type: 'object', additionalProperties: false, properties: {} },
outputSchema: {
@@ -2613,6 +2631,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_create_customer',
title: 'Create Customer',
description: 'Stage a new customer. Stages for user approval — NOT created until approved in the web app. EU VAT numbers trigger VIES validation.',
outputSchema: STAGED_OPERATION_SCHEMA,
inputSchema: {
@@ -2693,6 +2712,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_invoices',
title: 'List Customer Invoices',
description: 'List invoices for the active company, newest first. Optional status filter.',
inputSchema: {
type: 'object',
@@ -2754,6 +2774,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_create_invoice',
title: 'Create Customer Invoice',
description: 'Stage a new invoice. Validates inputs, calculates VAT preview. Stages for user approval — invoice number assigned at approval.',
outputSchema: STAGED_OPERATION_SCHEMA,
inputSchema: {
@@ -2898,6 +2919,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_trial_balance',
title: 'Trial Balance (Råbalans)',
description: 'Trial balance (huvudbok) for a fiscal period — all account balances with debit/credit totals. Defaults to most recent period.',
inputSchema: {
type: 'object',
@@ -3016,6 +3038,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_vat_report',
title: 'VAT Declaration (Momsdeklaration)',
description: 'VAT declaration (momsdeklaration, SKV 4700) for a period. Returns all rutor; ruta49 = VAT to pay (positive) or refund (negative). Pass render_ui=true to also open the review widget (claude.ai / Desktop).',
outputSchema: VAT_REPORT_OUTPUT_SCHEMA,
inputSchema: {
@@ -3053,6 +3076,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_vat_review_widget',
title: 'VAT Review Widget',
description: 'Open the interactive VAT review widget for a period. Equivalent to gnubok_get_vat_report(render_ui=true); kept as an alias for clients pinned to this tool name.',
inputSchema: {
type: 'object',
@@ -3079,7 +3103,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_vat_close_check',
description: "Answer 'can I close VAT?' in one call. Returns SKV 4700 rutor + blocker scan (uncategorized, unapproved supplier invoices, reconciliation diff, missing receipts ≥ 4000 kr, reverse-charge mirroring) + period sanity ratios + Skatteverket deadline + ready_to_close.",
title: 'VAT Close Check (Momsdeklaration)',
description: "Answer 'can I close VAT?' in one call. Returns SKV 4700 rutor + blocker scan (uncategorized, unapproved supplier invoices, reconciliation diff, missing receipts ≥ 4000 kr, reverse-charge) + ready_to_close.",
inputSchema: {
type: 'object',
additionalProperties: false,
@@ -3129,6 +3154,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_kpi_report',
title: 'Business KPI Report',
description: 'Business KPIs for a fiscal period: gross margin, net result, cash position, receivables, expense ratio, payment days, VAT liability, monthly trend.',
inputSchema: {
type: 'object',
@@ -3231,6 +3257,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_income_statement',
title: 'Income Statement (Resultaträkning)',
description: 'Income statement (resultaträkning) for a fiscal period: revenue, expenses, net result by account category.',
inputSchema: {
type: 'object',
@@ -3287,6 +3314,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_mark_invoice_as_paid',
title: 'Mark Invoice as Paid',
description: 'Mark an invoice as paid and create the payment journal entry. Stages for approval. Status must be sent or overdue.',
inputSchema: {
type: 'object',
@@ -3344,6 +3372,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_send_invoice',
title: 'Send Invoice by Email',
description: 'Send invoice via email with PDF attachment. Stages for approval. Requires customer email + email service configured.',
inputSchema: {
type: 'object',
@@ -3403,6 +3432,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_mark_invoice_as_sent',
title: 'Mark Invoice as Sent',
description: 'Mark a draft invoice as sent without sending email (when delivered manually). Stages for approval. Status must be draft.',
inputSchema: {
type: 'object',
@@ -3456,6 +3486,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_suppliers',
title: 'List Suppliers (Leverantörer)',
description: 'List all suppliers (leverantörer) with contact and payment details, sorted by name.',
inputSchema: { type: 'object', additionalProperties: false, properties: {} },
outputSchema: {
@@ -3488,6 +3519,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_create_supplier',
title: 'Create Supplier (Leverantör)',
description: 'Stage a new supplier (leverantör). Stages for user approval — NOT created until approved in the web app. Use to add a vendor before booking a supplier invoice or matching expenses.',
outputSchema: STAGED_OPERATION_SCHEMA,
inputSchema: {
@@ -3623,6 +3655,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_supplier_invoices',
title: 'List Supplier Invoices',
description: 'List supplier invoices (leverantörsfakturor), sorted by due date. Optional status filter; "to_pay" combines approved+overdue.',
inputSchema: {
type: 'object',
@@ -3680,6 +3713,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_counterparty_templates',
title: 'List Counterparty Templates',
description: 'List active counterparty categorization templates — learned patterns from prior categorizations used for auto-matching new transactions.',
inputSchema: {
type: 'object',
@@ -3728,6 +3762,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_suggest_categories',
title: 'Suggest Transaction Categories',
description: 'Suggest categories for uncategorized transactions using mapping rules, pattern matching, history, and counterparty templates. Up to 20 transactions per call.',
inputSchema: {
type: 'object',
@@ -3830,6 +3865,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_accounts',
title: 'List Chart of Accounts (Kontoplan)',
description: 'List chart of accounts (kontoplan). account_class: 1=assets, 2=liabilities, 3=revenue, 4–7=expenses, 8=financial.',
inputSchema: {
type: 'object',
@@ -3879,6 +3915,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_balance_sheet',
title: 'Balance Sheet (Balansräkning)',
description: 'Balance sheet (balansräkning) for a fiscal period: assets, equity, and liabilities sections with totals + balance check.',
inputSchema: {
type: 'object',
@@ -3931,6 +3968,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_general_ledger',
title: 'General Ledger (Huvudbok)',
description: 'General ledger (huvudbok) for a fiscal period: per-account opening balance, entries, closing balance. Optional account range filter. For ad-hoc cross-account, amount, or free-text line queries use gnubok_query_journal.',
inputSchema: {
type: 'object',
@@ -3973,6 +4011,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_query_journal',
title: 'Query Journal Lines',
description: "Flexible journal-line query — replaces chained ledger calls for ad-hoc questions. Filters: accounts, date range, amount range, voucher series/number, source type, status, project, cost center, free-text. Returns lines with parent voucher metadata + totals.",
inputSchema: {
type: 'object',
@@ -4297,6 +4336,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_ar_ledger',
title: 'AR Ledger (Kundreskontra)',
description: 'Accounts receivable ledger (kundreskontra): outstanding customer invoices with aging.',
inputSchema: {
type: 'object',
@@ -4320,6 +4360,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_supplier_ledger',
title: 'AP Ledger (Leverantörsreskontra)',
description: 'Accounts payable ledger (leverantörsreskontra): outstanding supplier invoices with aging.',
inputSchema: {
type: 'object',
@@ -4345,6 +4386,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_match_transaction_to_invoice',
title: 'Match Transaction to Invoice',
description: 'Match a bank transaction (income, amount>0) to a customer invoice. Confirm tx date/amount and invoice number/customer match before staging — preview mirrors what you pass. Supports partial payments and auto-storno of prior categorization.',
inputSchema: {
type: 'object',
@@ -4421,7 +4463,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_match_batch_allocate',
description: 'Allocate 1 bank tx across N customer OR N supplier invoices (samlingsbetalning, BFL 5 kap 6§). Use when one receipt covers many invoices, or one transfer pays many bills. Customer kind requires income tx; supplier kind requires expense. Never mix kinds. Stages.',
title: 'Batch-Allocate Payment',
description: 'Allocate 1 bank tx across N customer OR N supplier invoices (samlingsbetalning, BFL 5 kap 6§). Use when one receipt covers many invoices or one transfer pays many bills. Customer needs income, supplier expense. Stages.',
inputSchema: {
type: 'object',
additionalProperties: false,
@@ -4609,6 +4652,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_link_transaction_to_journal_entry',
title: 'Link Transaction to Verifikat',
description: 'Link 1 bank tx to an already-posted verifikat (no new bokföring). Use when the user booked the affärshändelse manually. Pass invoice_id to also settle a kundfaktura. Stages.',
inputSchema: {
type: 'object',
@@ -4762,7 +4806,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_bulk_book_transactions',
description: 'Bulk-book N bank txs on the same date into 1 samlingsverifikat (BFL 5 kap 6§). Two paths: link N txs to an existing posted verifikat, or create a new verifikat from caller-supplied lines. All txs must share date + direction. Docs on the txs inherit. Stages.',
title: 'Bulk-Book Transactions',
description: 'Bulk-book N bank txs on the same date into 1 samlingsverifikat (BFL 5 kap 6§). Either link N txs to an existing posted verifikat, or create a new verifikat from caller lines. All txs share date + direction. Stages.',
inputSchema: {
type: 'object',
additionalProperties: false,
@@ -4948,6 +4993,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_find_voucher_candidates_for_invoice',
title: 'Find Voucher Candidates (Invoice)',
description: 'List posted verifikat that credit kundfordran (1510) and could be the payment for this invoice. Use before gnubok_link_invoice_to_voucher when the user wants to mark a faktura paid against an existing verifikation (no new bokföring).',
inputSchema: {
type: 'object',
@@ -5013,6 +5059,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_link_invoice_to_voucher',
title: 'Link Invoice to Voucher',
description: 'Markera en faktura som betald genom att länka till en befintlig verifikation som redan krediterar kundfordran (1510). Ingen ny verifikation skapas. Hitta kandidater med gnubok_find_voucher_candidates_for_invoice först.',
inputSchema: {
type: 'object',
@@ -5099,6 +5146,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_find_voucher_candidates_for_supplier_invoice',
title: 'Find Voucher Candidates (Supplier Invoice)',
description: 'List posted verifikat that debit leverantörsskuld (2440) and could be the payment for this supplier invoice. Use before gnubok_link_supplier_invoice_to_voucher when marking a leverantörsfaktura paid against an existing verifikation (no new bokföring).',
inputSchema: {
type: 'object',
@@ -5164,6 +5212,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_link_supplier_invoice_to_voucher',
title: 'Link Supplier Invoice to Voucher',
description: 'Markera en leverantörsfaktura som betald genom att länka till en befintlig verifikation som redan debiterar leverantörsskuld (2440). Ingen ny verifikation skapas. Hitta kandidater med gnubok_find_voucher_candidates_for_supplier_invoice först.',
inputSchema: {
type: 'object',
@@ -5250,7 +5299,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_auto_match_period',
description: "Bulk reconciliation: scan unmatched income transactions in a date range and propose invoice matches with confidence + reasoning. dry_run=true (default) previews without staging; dry_run=false stages every match above confidence_threshold as a pending operation.",
title: 'Auto-Match Period Income',
description: "Bulk reconciliation: scan unmatched income in a date range and propose invoice matches with confidence + reasoning. dry_run=true (default) previews; dry_run=false stages matches above confidence_threshold.",
inputSchema: {
type: 'object',
additionalProperties: false,
@@ -5440,6 +5490,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_fiscal_periods',
title: 'List Fiscal Periods',
description: 'List all fiscal periods (räkenskapsperioder) with status: active (open), locked (no new entries), or closed (year-end completed).',
inputSchema: { type: 'object', additionalProperties: false, properties: {} },
outputSchema: {
@@ -5483,6 +5534,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_reconciliation_status',
title: 'Bank Reconciliation Status',
description: 'Bank reconciliation status: matched/unmatched counts, match rate, bank vs ledger balance, difference. Optional date range.',
inputSchema: {
type: 'object',
@@ -5510,6 +5562,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_upload_document',
title: 'Upload Document to Inbox',
description: 'Upload a PDF/JPEG/PNG/HEIC/WebP (max 20 MB) to the inbox. Runs deterministic field extraction on text-based PDFs.',
inputSchema: {
type: 'object',
@@ -5622,6 +5675,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_inbox_items',
title: 'List Inbox Items',
description: 'List document inbox items. Each has a `processed` flag covering all terminal links (transaction match, supplier invoice, or journal entry), so a booked receipt counts as done. unprocessed_only=true returns only docs still needing handling.',
inputSchema: {
type: 'object',
@@ -5720,6 +5774,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_inbox_item',
title: 'Get Inbox Item',
description: 'Get a single inbox item with complete extracted data, supplier match, email metadata, and timestamps.',
inputSchema: {
type: 'object',
@@ -5755,6 +5810,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_create_supplier_invoice_from_inbox',
title: 'Create Supplier Invoice from Inbox',
description: "Atomic: turn an OCR'd inbox item into a staged supplier invoice. Resolves supplier (matched or via org_number/name), assembles line items from extracted_data, applies VAT + FX, attaches the source document. Stages for human review; honors dry_run.",
inputSchema: {
type: 'object',
@@ -5946,6 +6002,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_unmatched_documents',
title: 'List Unmatched Documents',
description: 'List inbox documents not yet attached to any bank transaction or supplier invoice. Returns vendor/amount/currency/date hints. The amount is in the invoice currency — FX-normalise before comparing to transactions.amount.',
inputSchema: {
type: 'object',
@@ -6100,6 +6157,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_get_document_content',
title: 'Get Document Content',
description: 'Get a 5-minute signed download URL for a document so the agent can read its contents (e.g. with vision). Use after gnubok_list_unmatched_documents to inspect a specific PDF before deciding which transaction it matches.',
inputSchema: {
type: 'object',
@@ -6166,6 +6224,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_attach_document_to_transaction',
title: 'Attach Document to Transaction',
description: 'Stage attaching a document to a bank transaction. Verify tx (date, amount, counterparty) and document (filename, vendor, amount) match first — the preview shown to the human reviewer mirrors what you pass here. Stages for approval.',
inputSchema: {
type: 'object',
@@ -6295,6 +6354,7 @@ export const tools: McpTool[] = [
// ── Payroll (Lönehantering) ──────────────────────────────────
{
name: 'gnubok_list_employees',
title: 'List Employees',
description: 'List employees for the active company. Personnummer returned masked (YYYYMMDD-XXXX).',
inputSchema: {
type: 'object',
@@ -6328,6 +6388,7 @@ export const tools: McpTool[] = [
},
{
name: 'gnubok_get_salary_run',
title: 'Get Salary Run',
description: 'Get salary run with status, totals, per-employee breakdown (gross, tax, net, avgifter, vacation accrual) and step-by-step calculation breakdown.',
inputSchema: {
type: 'object',
@@ -6357,6 +6418,7 @@ export const tools: McpTool[] = [
},
{
name: 'gnubok_get_salary_journal',
title: 'Salary Journal (Lönejournal)',
description: 'Salary journal (lönejournal) for a year: per-employee per-month rows + yearly totals.',
inputSchema: {
type: 'object',
@@ -6375,6 +6437,7 @@ export const tools: McpTool[] = [
},
{
name: 'gnubok_create_salary_run',
title: 'Create Salary Run',
description: 'Stage creation of a draft salary run for a period + base lines for all active employees. Commit via gnubok_approve_pending_operation; then run gnubok_calculate_salary_run. Final booking happens in the web UI.',
inputSchema: {
type: 'object',
@@ -6430,6 +6493,7 @@ export const tools: McpTool[] = [
},
{
name: 'gnubok_calculate_salary_run',
title: 'Calculate Salary Run',
description: 'Calculate a draft salary run: tax, avgifter, vacation accrual, totals. Run must be in draft status.',
inputSchema: {
type: 'object',
@@ -6475,6 +6539,7 @@ export const tools: McpTool[] = [
},
{
name: 'gnubok_generate_agi',
title: 'Generate AGI Declaration',
description: 'Stage AGI XML generation (Arbetsgivardeklaration) for a salary run. High-risk: produces statutory Skatteverket underlag (BFL 7-year retention). Commit via gnubok_approve_pending_operation.',
inputSchema: {
type: 'object',
@@ -6523,6 +6588,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_close_period',
title: 'Close Fiscal Period',
description: 'Stage period close (irreversible per BFL). Requires period locked + year-end closing entry posted. High-risk — always staged, never auto-committed.',
inputSchema: {
type: 'object',
@@ -6578,6 +6644,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_lock_period',
title: 'Lock Fiscal Period',
description: 'Stage period lock — blocks new entries. Requires zero unbooked business transactions. High-risk, always staged.',
inputSchema: {
type: 'object',
@@ -6645,6 +6712,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_uncategorize_transaction',
title: 'Uncategorize Transaction',
description: 'Stage uncategorize: reverses linked journal entry via storno (never deletes) and clears the category. Stages for approval.',
inputSchema: {
type: 'object',
@@ -6710,6 +6778,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_export_sie',
title: 'Export SIE File',
description: 'Generate SIE-4 file for a fiscal period (standard Swedish bookkeeping interchange format). Returns SIE text content.',
inputSchema: {
type: 'object',
@@ -6767,7 +6836,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_audit_package',
description: "Single-call audit package for a fiscal period: SIE-4 + reports (trial balance, income statement, balance sheet, general ledger, journal register, VAT) + receipts + audit log + voucher gaps, zipped. Returns a 1-hour signed download URL. Long-running on large datasets.",
title: 'Generate Audit Package',
description: "Single-call audit package for a fiscal period: SIE-4 + reports (trial balance, income statement, balance sheet, general ledger, journal, VAT) + receipts + audit log + voucher gaps, zipped. 1-hour signed URL.",
inputSchema: {
type: 'object',
additionalProperties: false,
@@ -6907,7 +6977,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_year_end_readiness',
description: "Pre-flight before irreversible gnubok_run_year_end. Returns ready (bool) + ordered blockers (drafts, voucher gaps, sequence mismatches, unbalanced trial balance, FX revaluation needed) + warnings + optional preview of the closing entry. Use this before staging year-end.",
title: 'Year-End Readiness Check',
description: "Pre-flight before irreversible gnubok_run_year_end. Returns ready (bool) + ordered blockers (drafts, voucher gaps, sequence mismatches, unbalanced TB, FX revaluation) + optional closing-entry preview.",
inputSchema: {
type: 'object',
additionalProperties: false,
@@ -7017,6 +7088,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_run_year_end',
title: 'Run Year-End Closing (Bokslut)',
description: 'Stage year-end closing: zero result accounts (class 3–8) into 2099, lock period, create next period, seed opening balances. High-risk, always staged.',
inputSchema: {
type: 'object',
@@ -7061,6 +7133,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_set_opening_balances',
title: 'Set Opening Balances (Ingående Balans)',
description: 'Stage opening-balance entry: copy class 1–2 closing balances from a closed period into the next period.',
inputSchema: {
type: 'object',
@@ -7110,6 +7183,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_run_currency_revaluation',
title: 'Run Currency Revaluation',
description: 'Stage currency revaluation: revalue open FX receivables/payables to closing-date rate (posts 3960/7960). One per period max.',
inputSchema: {
type: 'object',
@@ -7143,6 +7217,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_list_voucher_gaps',
title: 'List Voucher Gaps',
description: 'List voucher number gaps in a fiscal period (BFNAR 2013:2 audit requirement). Each gap shows whether it has an explanation.',
inputSchema: {
type: 'object',
@@ -7215,6 +7290,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_explain_voucher_gap',
title: 'Explain Voucher Gap',
description: 'Stage explanation for a voucher gap (BFNAR 2013:2 compliance — every gap needs a documented reason).',
inputSchema: {
type: 'object',
@@ -7261,6 +7337,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_approve_supplier_invoice',
title: 'Approve Supplier Invoice',
description: 'Stage approval of a registered supplier invoice (registered → approved). High-risk, always staged.',
inputSchema: {
type: 'object',
@@ -7303,6 +7380,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_credit_supplier_invoice',
title: 'Credit Supplier Invoice (Kreditfaktura)',
description: 'Stage credit-note (kreditfaktura) for a supplier invoice: mirror invoice with negative effect + reverses registration JE (accrual).',
inputSchema: {
type: 'object',
@@ -7344,6 +7422,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_convert_invoice',
title: 'Convert Proforma to Invoice',
description: 'Stage conversion of a proforma invoice to a real invoice. Allocates F-series number, copies items, marks proforma cancelled.',
inputSchema: {
type: 'object',
@@ -7386,6 +7465,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_unlock_period',
title: 'Unlock Fiscal Period',
description: 'Stage period unlock — clears locked_at so entries can be posted again. Cannot unlock a closed period. High-risk, always staged.',
inputSchema: {
type: 'object',
@@ -7434,6 +7514,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_credit_invoice',
title: 'Credit Customer Invoice (Kreditfaktura)',
description: 'Stage credit note (kreditfaktura) for a customer invoice: KR- prefixed mirror invoice + reverses original JE (accrual). Original must be sent/paid/overdue and not already credited.',
inputSchema: {
type: 'object',
@@ -7487,6 +7568,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_import_sie',
title: 'Import SIE File',
description: 'Stage SIE-file import (types 1–4, CP437/UTF-8/Latin-1). On commit creates fiscal period, opening balances, and journal entries. High-risk, always staged.',
inputSchema: {
type: 'object',
@@ -7616,6 +7698,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_undo_sie_import',
title: 'Undo SIE Import',
description: 'Stage undo of a completed SIE import: hard-deletes its entries (transactions + opening balance), detaches docs, resets voucher_sequences, marks the row \'undone\' so the file can be re-imported. Use after a botched import. Period must be open. HIGH risk.',
inputSchema: {
type: 'object',
@@ -7716,6 +7799,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_create_voucher',
title: 'Create Manual Voucher (Verifikation)',
description: 'Stage a manual verifikation with arbitrary balanced lines. Use for capitalization (1010), period-end accruals, FX adjustments, rättelseposter outside categorize_transaction. Pass inbox_item_id to book a kvitto direct — links inbox + attaches doc. HIGH risk.',
inputSchema: {
type: 'object',
@@ -7951,7 +8035,8 @@ export const tools: McpTool[] = [
{
name: 'gnubok_correct_entry',
description: 'Stage a rättelse for a posted verifikation per BFL 5 kap 5§ — storno + new corrected entry in the original period (never in-place edit). Use for partial fixes like 2641 → 2614/2645 while preserving the expense leg. Account drives momsdeklaration ruta, not tax_code. HIGH risk.',
title: 'Correct Posted Entry (Rättelse)',
description: 'Stage a rättelse for a posted verifikation per BFL 5 kap 5§ — storno + corrected entry in the original period (never in-place edit). Use for partial fixes like 2641 → 2614/2645. Account drives ruta. HIGH risk.',
inputSchema: {
type: 'object',
additionalProperties: false,
@@ -8112,6 +8197,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_reverse_journal_entry',
title: 'Reverse Journal Entry (Storno)',
description: 'Stage a storno: inverts debits/credits; original stays visible per BFL 5 kap. Use only when the affärshändelse should never have been booked (duplicate, ghost, test). If booked wrong, use gnubok_correct_entry; for refunds, gnubok_credit_invoice. HIGH risk.',
inputSchema: {
type: 'object',
@@ -8264,6 +8350,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_propose_dispositioner',
title: 'Propose Year-End Dispositioner',
description:
'Read-only proposal of bokslutsdispositioner for a fiscal period: periodiseringsfond (avsättning + obligatorisk återföring), överavskrivningar, SLP, bolagsskatt. Call before staging postings.',
inputSchema: {
@@ -8289,6 +8376,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_propose_accruals',
title: 'Propose Accruals (Periodiseringar)',
description:
'Read-only proposal of periodiseringar (förutbetalda/upplupna kostnader). Currently surfaces the vacation-liability change; manual prepaid/accrued entries are submitted by the UI form.',
inputSchema: {
@@ -8311,6 +8399,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_propose_annual_depreciation',
title: 'Propose Annual Depreciation (Avskrivning)',
description:
'Read-only per-asset planenlig avskrivning proposal for a fiscal period. Reads the asset register and existing depreciation schedules. Call before staging the post.',
inputSchema: {
@@ -8333,6 +8422,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_post_annual_depreciation',
title: 'Post Annual Depreciation (Avskrivning)',
description:
'Stage planenlig avskrivning posts — one journal entry per asset for independent reversibility. Mid-risk, always staged.',
inputSchema: {
@@ -8417,6 +8507,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_preview_arsredovisning',
title: 'Preview Annual Report (Årsredovisning)',
description:
'Read-only K2 årsredovisning preview for a fiscal period. Returns flerårsöversikt, eget-kapital-förändring, RR, BR, K2 noter, signature slots. PDF download is via UI.',
inputSchema: {
@@ -8439,6 +8530,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_preview_ef_declaration',
title: 'Preview EF Declaration (NE-bilaga)',
description:
'Read-only EF declaration preview: egenavgifter schablonavdrag, räntefördelning, periodiseringsfond, expansionsfond. All declaration-only, never booked. Pass kapitalunderlag and prior-year amounts as inputs.',
inputSchema: {
@@ -8482,6 +8574,7 @@ export const tools: McpTool[] = [
// Mirrors the /pending web UI for agents that self-review before committing.
{
name: 'gnubok_list_pending_operations',
title: 'List Pending Operations',
description: 'List staged pending_operations. Filter by status (default pending), risk_level, or operation_type. Use to review the queue before calling gnubok_approve_pending_operation or gnubok_reject_pending_operation.',
inputSchema: {
type: 'object',
@@ -8539,6 +8632,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_approve_pending_operation',
title: 'Approve Pending Operation',
description: "Commit a staged pending_operation when the user has explicitly authorised the operation_id. risk_level=high requires confirmed=true — surface the BFL 5 kap 5§ irreversibility to the user first. The /pending web UI offers an equivalent commit path.",
inputSchema: {
type: 'object',
@@ -8679,6 +8773,7 @@ export const tools: McpTool[] = [
{
name: 'gnubok_reject_pending_operation',
title: 'Reject Pending Operation',
description: 'Reject a staged pending_operation without executing it. Status flips to rejected; no journal entries, invoices, or other side-effects created. Idempotent on already-resolved ops (returns 409).',
inputSchema: {
type: 'object',
@@ -8778,6 +8873,7 @@ export const tools: McpTool[] = [
// ── Bring-your-own-extraction for inbox items ────────────────
{
name: 'gnubok_set_inbox_extracted_data',
title: 'Set Inbox Extracted Data',
description: 'Replace extracted_data on an inbox item with agent-supplied fields (bring-your-own-extraction). Use when your own pipeline parses the document better than Accounted\'s OCR. Follow with gnubok_create_supplier_invoice_from_inbox to stage.',
inputSchema: {
type: 'object',
@@ -9305,6 +9401,7 @@ export async function handleMcpRequest(request: Request): Promise<Response> {
jsonRpc(id ?? null, {
tools: allowedTools.map((t) => ({
name: t.name,
...(t.title ? { title: t.title } : {}),
description: t.description,
inputSchema: t.inputSchema,
...(t.outputSchema ? { outputSchema: t.outputSchema } : {}),