Files
accounted/extensions/general/mcp-server
f8033cb32d fix(transactions): bind manually-fed transactions to a cash account (#1016) (#1017)
* fix(transactions): bind manually-fed transactions to a cash account (#1016)

create_transactions inserted rows with cash_account_id = null, so ledger
accounts fed via MCP/CSV without a PSD2 feed (e.g. 1935 Wise SEK) had no
kassakonto: get_reconciliation_status 404'd with "Okänt kassakonto" and the
"Matcha mot befintlig verifikation" dialog fell back to 1930.

No schema change: cash_accounts.bank_connection_id is already nullable and
source='manual' already exists (every company is seeded a manual 1930). This
is the creation-side leg of the #985-#987 root cause: the resolution chain was
fixed, but manually-fed accounts never got the cash_account_id link.

- Add ensureManualCashAccount (lib/cash-accounts/service.ts): find-or-create a
  manual (source='manual', bank_connection_id=null) cash_accounts row for a
  ledger slot, tolerating the (company_id, ledger_account) UNIQUE race.
- Add an optional ledger_account hint (^19xx) to gnubok_create_transactions;
  commitCreateTransaction resolves/creates the manual account and sets
  cash_account_id on the inserted row.

Reconciliation and voucher matching then resolve the real account unchanged.
Forward-looking; historical cash_account_id=null remediation stays in #1001.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: Alexander Reinthal <email@reinthal.me>

* fix(cash-accounts): guard ensureManualCashAccount against currency mismatch (CodeRabbit #1017)

The existing-row lookup matched only on (company_id, ledger_account) and
returned the row id ignoring currency, so a SEK transaction hinting at a ledger
already claimed for USD would bind to the wrong-currency cash account. Since
that pair is UNIQUE (one currency per ledger), a mismatch is a real conflict:
throw instead of silently mis-binding.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: Alexander Reinthal <email@reinthal.me>

---------

Signed-off-by: Alexander Reinthal <email@reinthal.me>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Jakob Wennberg <jakob.wennberg@gmail.com>
2026-07-16 16:15:06 +02:00
..
2026-07-15 15:53:15 +02:00
2026-07-15 15:53:15 +02:00
2026-07-15 15:53:15 +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