Files
accounted/extensions/general/mcp-server
Jakob WennbergandClaude Opus 4.7 6629964780 fix(mcp): unblock query_journal text search across line + entry descriptions (#605)
* fix(mcp): unblock query_journal text search across line+entry descriptions

`gnubok_query_journal` issued a single PostgREST `.or()` filter mixing a
base-table column (line_description on journal_entry_lines) with a column
on the embedded inner-joined resource (journal_entries.description).
PostgREST's flat comma OR syntax cannot span base and embedded resources
and returned 400 "failed to parse logic tree" on every free-text search,
so the agent could not look up history (e.g. "har vi bokfört Google
innan?") via the MCP tool.

Refactor: pull the common filter chain into a `buildBaseQuery()` helper
and issue two parallel `.ilike()` queries — one on `line_description`,
one on `journal_entries.description` — then merge by line id, re-sort,
and slice to `limit`. Same pattern as
`lib/invoices/duplicate-payment-candidates.ts`, with the same rationale
(LIKE-DSL injection risk + cross-embed unsupported).

Drops the obsolete comma-stripping pre-processing on the search term
(only needed because the value was being injected into PostgREST's OR
DSL); LIKE wildcard escaping (`%` and `_`) is preserved.

Adds four tests covering: merge across both legs, dedup of cross-leg
overlap, correct columns + escaped pattern sent to `.ilike`, and
LIKE-wildcard escape end-to-end. Existing amount-filter / accounts-cap /
truncation tests unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(mcp): query_journal PR review — honest truncation, wider leg, error sanitisation

Address PR #605 review (Greptile + compliance swarm).

- truncated math: previously dbMatched = byLine.count + byEntry.count
  inflated the counter every time a row matched both legs (e.g. an entry
  whose line description AND header description both contain "Google").
  total_lines was off by up to 2× and truncated was forced true even when
  every distinct match was already returned, sending the agent into
  unnecessary narrow-and-retry loops. dbMatched is now merged.size — the
  honest distinct-row count among what we fetched. A new legCapHit signal
  drives truncated when either leg's fetch window filled, so we never lie
  the other direction either.

- per-leg fetch widened to 2 × limit. Previously each leg was capped at
  `limit` independently, so when one column was much more selective than
  the other (e.g. 150 line matches vs 5 entry matches), the merge could
  drop globally-ranked rows from the chronologically newer tail. The
  final slice still caps at `limit`; the wider per-leg window just gives
  the merge a better tail to choose from.

- text input length cap (200 chars). Defence-in-depth against pathological
  inputs even though .ilike() parameterises the value (compliance A.8.28).

- error sanitisation in the text-search path. Raw PostgREST messages can
  surface internal schema details (table names, constraint names) to the
  caller. We now log details server-side via the existing module logger
  and throw a generic message (compliance V16).

- comma-stripping rationale documented inline so the next reviewer
  doesn't re-add it. The previous defence was needed because the value
  was injected into PostgREST's OR DSL where `,` is the separator; the
  parameterised .ilike() path treats `,` as a literal and stripping it
  would mangle real-comma searches (compliance V1.2.5).

Adds 4 regression tests: overlap-doesn't-falsely-truncate, leg-cap-hit
flags truncated, text>200 rejected, raw schema name never leaked. All
14 query_journal tests pass; 266/266 MCP suite green; build clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(mcp): query_journal PR review round 2 — schema guards, leg cap, audit log

Address compliance swarm findings on commit 3dfab46c.

- text input: add `maxLength: 200` to the JSON Schema so the limit is
  enforced at the boundary by the MCP runtime, not only inside execute().
  Inline guard kept as belt-and-suspenders (ASVS V2.2, ISO 27001 A.8.28).
- limit input: add `minimum: 1, maximum: 500` to the JSON Schema (matches
  the existing Math.min cap inside execute()) so the bound is visible to
  agents and enforced declaratively.
- legLimit hard cap: `Math.min(limit * 2, 500)`. Previously legLimit
  scaled with limit unbounded, so a maxed-out limit triggered 2×1000-row
  fetches. Cap is independent of the caller-supplied limit (ASVS V2.3).
- audit log: include `userId` alongside `companyId` in both log.warn
  payloads so failed-query events can be correlated to the actor for
  incident investigation (ASVS V16, SOC 2 CC7.2).
- new test: assert both parallel ilike legs in the text-search path issue
  `.eq('journal_entries.company_id', companyId)` — defence-in-depth
  against a future refactor accidentally dropping tenant scoping from
  one leg (SOC 2 CC6.1).

Not addressed (with rationale):

- ASVS V1.2.5 / SOC 2 CC7.2 "log.warn body contains raw PostgREST error
  text". The swedish-accounting-compliance reviewer explicitly cleared
  this on the same commit ("the schema-leak is plugged in both paths").
  The thrown error is generic; raw detail lives only in internal
  structured logs (Sentry, etc.) where it is needed for incident triage.
  Same pattern is used by 20+ other tools in this file; scrubbing only
  this one is inconsistent. Defer to a project-wide logger sanitiser.

- Swedish reviewer's "reversed mixed with posted in status=all": false
  positive — `status` IS surfaced per line in the response shape (see
  the lines.map projection in server.ts).

- Swedish reviewer's "debit XOR credit not enforced": insert-time
  concern, not a read-tool concern. Out of scope.

Tests: 15 query_journal cases (4 new this round); 267 MCP suite; build
clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 14:21:46 +02:00
..
2026-05-04 11:12:29 +02:00

gnubok MCP server

JSON-RPC 2.0 server exposing the gnubok 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; gnubok's Bedrock path defaults to a shorter TTL.

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).

Where things live

  • server.ts — the tools array + JSON-RPC dispatcher
  • tool-result.ts — withNext(), toToolError() response helpers
  • resources/ — read-only gnubok:// 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