Files
accounted/extensions/general/mcp-server
Jakob WennbergandClaude Fable 5 21512db81a feat(mcp): unify missing-document surfaces on one predicate (#876)
* feat(mcp): unify missing-document surfaces on one predicate (P1-3)

The two MCP surfaces told different truths: the transactions tool keyed
'has underlag' on transactions.document_id while the verifikat tool
keyed on document_attachments — and neither respected the source-type
semantics, version chains, or journal_entry_no_doc_required waivers
that lib/worklist's canonical count applies. Measured on prod: 22,046
waived verifikat still listed to agents, 2,370 doc-exempt source types
listed, ~87 docs attached to transactions but never propagated to the
verifikat, 1,100 transactions flagged missing-receipt although their
verifikat HAS the underlag.

One predicate now lives in SQL — posted, needs-doc source type
(mirrors NEEDS_DOC_SOURCE_TYPES), no current-version doc, no waiver:

- verifikat_without_documents RPC v2 adopts the canonical predicate.
- New transactions_without_documents RPC: the bank-driven subset of the
  same predicate, joined through transactions.journal_entry_id — a
  strict subset of the verifikat surface by construction. Rows expose
  qualified transaction_id (P1-2 forward-compat); bare id deprecated.
- Both tools become thin RPC wrappers; descriptions state the actual
  set relationship.
- lib/worklist countVerifikatMissingDocument delegates to the RPC
  (previously three full-table pulls set-differenced client-side) —
  badge count and agent surfaces can no longer drift.
- Backfill: propagate transaction-attached docs to their verifikat
  where the attachment was never linked (open periods only; never
  steals a doc linked to another verifikat).

pg-real: fixture matrix (no-doc/with-doc/waived/stale-version/
doc-exempt-source/import), strict-subset assertion, per-source-type pin
of the SQL list against the TS constant, tenant guard.

Part of dev_docs/mcp_optimization_plan.md (P1-3).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(mcp): explicit grants restated + count-call comment (#876 review)

- Restate REVOKE/GRANT on verifikat_without_documents so the migration
  is self-contained (CREATE OR REPLACE preserves the 20260703130000
  grants — verified on prod: authenticated + service_role only).
- Comment on the p_limit:1 count call: total_count is computed over the
  full filtered set, independent of page size.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-03 10:56:14 +02:00
..
2026-05-04 11:12:29 +02:00

Accounted MCP server

JSON-RPC 2.0 server exposing the Accounted bookkeeping engine to MCP clients (Claude Desktop, Claude Code, etc.). Endpoint: /api/extensions/ext/mcp-server/mcp. OAuth and stdio bridge live alongside the API surface — see app/api/mcp-oauth/ and packages/gnubok-mcp/.

Tool authoring contract

Enforced by tests in __tests__/ — these are not style preferences, they're guard rails.

  1. additionalProperties: false on every inputSchema. Guarded by strict-schemas.test.ts. Forces clear rejections on hallucinated fields instead of silent ignores.
  2. Descriptions ≤ 280 chars. Guarded by output-schema.test.ts. No Args: / Returns: / Examples: prose — those belong in JSON Schema. Use agent-native hints ("Use to…", "Call X first", "HIGH risk").
  3. Staged-operation envelope for write tools — outputSchema: STAGED_OPERATION_SCHEMA (server.ts). Fields: staged, risk_level, actor, message, preview, period_status?, next?. The staged: true boolean is the explicit completion signal; agents must not infer completion from prose. Do NOT introduce a parallel { success, shouldContinue, output } envelope.
  4. period_status threading — any tool that ties to a fiscal-period-bound date (categorize, mark paid, create voucher, correct/reverse entry, approve supplier invoice) passes dateForPeriodCheck to stagePendingOperation. Response then includes period_status: { period_id, status: open|locked|closed, lock_date } so widgets and agents disable writes without round-trips.
  5. Scope mapping — every new tool needs an entry in lib/auth/api-keys.ts TOOL_SCOPE_MAP. Missing entries default to deny.
  6. Tests for new write tools — add staging-gate coverage to __tests__/voucher-tools.test.ts (or a sibling) plus executor coverage to lib/pending-operations/__tests__/voucher-executors.test.ts if the tool stages a new operation_type.

Determinism / cache stability

Tool definitions (name, description, inputSchema, outputSchema, annotations) are declared as static object literals at module load — no timestamps, no UUIDs, no Date/Math.random in the definition layer. This makes the tools/list JSON payload byte-stable across requests, which lets agent-side prompt caches stay warm. Do not introduce per-request non-determinism into the definitions block. Anything time-bound or random belongs inside execute().

For internal Anthropic API usage (today only extensions/general/invoice-inbox/lib/extract-invoice-fields.ts): annotate stable prefixes with cache_control: { type: 'ephemeral' } and log usage.cache_read_input_tokens for hit-ratio observability. The 1h TTL from the agent-native API plan (item 10) requires the direct Anthropic API; Accounted's Bedrock path defaults to a shorter TTL.

Payload-size watchdog

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

  • server.ts — the tools array + JSON-RPC dispatcher
  • tool-result.ts — withNext(), toToolError() response helpers
  • resources/ — read-only Accounted:// URIs (active company, period, recent activity, capabilities, attention items, voucher gaps, chart of accounts, VAT treatments)
  • widgets/ — inline HTML widgets (receipt-matcher, vat-review)
  • prompts/ — slash-command-style prompts
  • skills/ — domain-knowledge skill bodies served via gnubok_load_skill
  • __tests__/ — strictness guards + per-tool coverage