Files
accounted/extensions/general/mcp-server
5b0ca3d874 fix(copy): make K3 and year-end claims match what the code actually does (#1431)
* fix(copy): make K3, leasing and year-end claims match what the code does

Follow-up to the batch that removed the uppskjuten-skatt posting on
obeskattade reserver (K3 29.37 gross in juridisk person) and added the K2
asset-account gate. Six user-facing strings still described the old
behaviour or made claims the code cannot support.

1. Arsredovisning page: the K3 explainer promised an uppskjuten skatt-not
   and a materiella anlaggningstillgangar-not in every K3 document. Both
   are conditional (a 2240/8940 balance, assets in the register) and the
   first is now absent in the normal case. The kassaflodesanalys is
   dropped with a warning when it cannot be generated, so it is named
   only when the document actually carries one.

2. Regelverk settings: kassaflodesanalys was presented as following from
   K3. It follows from being ett storre foretag
   (swedish-year-end-closing/references/reporting-and-filing.md:10,
   legal-framework.md:42); the copy now says the product includes one and
   states the storre-foretag rule separately. Komponentavskrivning was
   presented as optional under K3; it is mandatory where component useful
   lives differ materially (k2-vs-k3.md:5, asset-accounting
   references/depreciation.md:33).

3. Note 1 and the Uppskjutna skatter-not no longer claim the 2240 balance
   is hanforlig till obeskattade reserver. deriveLatentTaxMovement reads
   the 2240/8940 balances only, and under K3 that account carries deferred
   tax on all temporary differences (k2-vs-k3.md:11-13).

4. The deferredTax 'unknown' branch emitted the gross-reserve statement,
   which is the denial phrased positively: the same affirmative claim
   about books that could not be read. It now emits no deferred-tax
   paragraph at all; build-data already warns on that path.

5. Capitalized-lease detection looked at 1260/1269 only. On the shipped
   BAS 2026 chart 1260 is a free inventarier account and 1269 is ack.
   avskrivningar pa datorer, so owned computers were reported as leased,
   while 1217/1227 (finansiellt leasade) were missed. Detection now reads
   the company's own account names in kontogrupp 12, which is where BAS
   keeps capitalized leases (leasing-and-disposal.md:28) and which owned
   inventarier on 1220 never matches. 1720 forutbetalda leasingavgifter
   stays out: that is the operational treatment.

6a. gnubok_year_end_readiness listed FX revaluation as a blocker (it is a
   warning) and omitted UNBOOKED_TRANSACTIONS, the common one. The
   description now names every actionable blocker kind, within the
   280-char budget, and a test pins it against YEAR_END_BLOCKER_KIND.

6b. companies.accounting_framework defaults to 'k2', so every enskild
   firma hit the K2 asset gate and was handed a BFNAR 2016:10 punkt 10.4
   citation plus a K3 remedy it cannot take: a sole trader prepares ett
   forenklat arsbokslut, not an arsredovisning (legal-framework.md:29,
   :48). entity_type now rides along on the companies read the routes
   already do, and non-AB entities get wording with no citation and no
   K3, keeping the 1090 remedy. The K1 counterpart of punkt 10.4 is not
   sourced in the repo skills, so nothing was invented in its place.

* fix(copy): close the review findings on the copy-truth sweep

Three follow-ups from the source and code reviews. (1) The K2/K3 help text had upgraded a vague sentence into a definite boundary claim ('gransen gar vid <trosklar>'), which excludes the other routes into mandatory K3 that are live right now for this control's audience: noterade vardepapper, and from fiscal years starting after 2025-12-31 also utlandsk filial, kryptotillgangar, aktierelaterade ersattningar and fastighetsbolag. An AB in one of those categories would have read the sentence and stayed on a regelverk it may no longer use. (2) hasCapitalizedLeaseAsset compared per-side cumulative totals, so a lease acquired earlier and disposed this year still claimed the balance sheet carries a leased asset; it now compares the net balance. (3) The K3 warning enumerated a kassaflodesanalys the document may not contain, contradicting the newly conditional page copy on the same screen.

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

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-06 11:54:57 +02:00
..
2026-07-15 15:53:15 +02:00
2026-07-24 15:03:50 +02:00
2026-07-24 15:03:50 +02:00
2026-07-24 15:03:50 +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. Add ?tool_namespace=accounted for the Accounted tool names. Requests without it retain the legacy Gnubok namespace. OAuth and stdio bridges live alongside the API surface: see app/api/mcp-oauth/, packages/accounted-mcp/, and the compatibility package in 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. If the test fires, the right answer is rarely "raise the ceiling". Instead, trim descriptions or set specialized wide tools to catalogVisibility: 'search'. Those tools remain discoverable with full schemas through gnubok_search_tools and callable through tools/call without bloating the default catalog.

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