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accounted/extensions/general/mcp-server
Jakob Wennberg d11d0a2e90 feat(reconciliation): match one bank event to several verifikationer (1:N) (#1553) (#2029)
One bank row can now settle several vouchers: journal_entry_id stays NULL and one transaction_voucher_links row per voucher carries a signed allocated_amount slice (sum must equal the row within the link tolerance, each slice bounded by the voucher's net line on the account). linkTransactionToVouchers does the locked transaction UPDATE first and rolls back on a failed junction insert; unlink and the re-booking guards understand junction-only rows; a storno of one of the N vouchers releases the row when the remaining slices no longer sum to its amount. The worksheet's right pane becomes multi-select when exactly one bank row is picked (Koppla only at difference 0); the v1/dashboard pair schemas accept allocations; the MCP reconcile resolver and executor carry 1:N pairs; skattekonto keeps single-pointer semantics. Closes #1553
2026-08-30 11:56:15 +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 (the SDK is called from lib/ai/provider.ts and lib/ai/services/anthropic-family.ts; features such as extensions/general/invoice-inbox/lib/extract-invoice-fields.ts go through getAiService() in lib/ai rather than the SDK directly): 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 on the wire without bloating the default catalog. Claude.ai only calls tools present in tools/list, so a tool that a user or a skill must call directly stays in 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, registered in resources/index.ts: company/current, period/active, recent-activity, capabilities, attention, chart-of-accounts, settings/vat-treatments, booking-templates, ledger/context, reconciliation/summary
  • widgets/: inline HTML widgets (receipt-matcher, vat-review, pending-operations)
  • prompts/: slash-command-style prompts
  • skills/: domain-knowledge skill bodies served via gnubok_load_skill
  • public-tools.ts: lazy authentication (issue #1814). ANONYMOUS_METHODS (initialize, ping, tools/prompts/resources listing) and the three PUBLIC_TOOLS (gnubok_search_tools, gnubok_list_skills, gnubok_load_skill) answer without credentials, rate-limited per truncated IP; every other tools/call gets a transport-level 401 + WWW-Authenticate from handleMcpRequest in server.ts, which is the challenge clients turn into their Connect prompt
  • tasks.ts: MCP Tasks extension (io.modelcontextprotocol/tasks): durable handles for long-running tool calls, rows in mcp_tasks (service-role writes only)
  • origin-guard.ts: Origin-header validation on the Streamable HTTP endpoint (DNS-rebinding defence required by the MCP spec)
  • staging-pii-guard.ts: refuses a plaintext personnummer in staged pending_operations params/preview, so every staging tool inherits the encrypt-at-staging rule
  • tool-namespace.ts: ?tool_namespace=accounted handling (accounted_* aliases for the canonical gnubok_* ids)
  • __tests__/: strictness guards + per-tool coverage