Files
accounted/extensions/general/mcp-server
31e0cd6e05 feat(onboarding): company setup from the conversation and POST /api/v1/companies (#1814 PR 3) (#1864)
* feat(onboarding): company setup from the conversation and POST /api/v1/companies

Third PR of agent-first onboarding (#1814). Once connected, the agent can
now set up a company end to end without the web wizard, and partner
platforms can provision companies over REST.

- create_company_for_user: service-role-only SECURITY DEFINER twin of
  create_company_with_owner taking the owner explicitly (service clients
  have no auth.uid()). pg-real test covers creation, role gating, unknown
  owner and foreign team.
- lib/company/create-company.ts: the wizard's creation sequence (org
  number, TIC snapshot, BAS chart, settings, first fiscal period, tax
  deadlines, rollback) extracted into createCompanyCore; the Server
  Action delegates to it, behaviour unchanged.
- lib/company/onboarding-input.ts: one Zod schema + planner for the
  agent/API paths; a VAT-registered company without moms_period is
  refused (a missing period silently yields zero VAT deadlines).
- MCP: gnubok_create_company (two-phase: preview, then confirm=true;
  companies:write, company-independent), gnubok_connect_bank and
  gnubok_connect_skatteverket (status + the browser link, gated on
  bank_sync / skatteverket, search-only in the catalog), the
  "onboarding" skill, and initialize instructions pointing at it.
- Consent page pre-ticks companies:write for an account with no company
  yet, so the setup does not dead-end on insufficient scope after signup.
- POST /api/v1/companies (companies:write, dry-run aware) on the same
  core; scope map, registry, spec snapshot and the generated API skill
  updated.
- tools/list payload ceiling raised 59.95K -> 60.4K for the one new
  default-catalog tool (documented in the guard).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6

* fix(onboarding): explicit f_skatt, org number when VAT-registered, EF first year ends 31 Dec

Review findings on #1864 (Swedish compliance review):
- f_skatt is required, never defaulted to approved (SE-R-005 risk).
- org_number is required when vat_registered: the invoice
  momsregistreringsnummer derives from it (ML 17 kap 24 §).
- An enskild firma's first fiscal year must end on 31 December and its
  start month is forced to 1 even with first_fiscal_year set, mirroring
  the wizard's own rule text (BFL 3 kap. 1 §).
- POST /api/v1/companies no longer claims Idempotency-Key support (the
  wrapper only honours it on company-scoped routes).
- pg-real: createCompanyCore's chart seed runs under the real
  service_role, which the unit tests could not prove.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6

* test(pg): starter chart has 41 accounts, assert non-empty

The service_role chart-seed proof passed the part that mattered (no
42501 from seed_chart_of_accounts) and failed on a wrong row-count
guess: the seeded chart is a curated starter set, not the full BAS list.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6

* fix(migrations): move create_company_for_user to 20260825120000

main gained 20260824170000_bulk_book_transactions_service_actor.sql with
the same version while this branch was open; two files on one version
abort every Supabase branch apply and the prod auto-apply.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6

* chore(api): refresh spec snapshot and generated skill after rebasing onto main

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6

* fix(mcp): flat create_company result, refuse localhost connect links, test hygiene

CodeRabbit on #1864: the confirmed-create result was wrapped in the
{ data, next } envelope while its outputSchema promised top-level
fields; it now returns the fields with next as a sibling. The two
connect-link tools refuse to build a link when NEXT_PUBLIC_APP_URL is
unset instead of handing a remote user a localhost URL. Tests clear
mocks and the event bus in beforeEach. Not changed: the rollback
already survives user_preferences.active_company_id (that FK is ON
DELETE SET NULL since 20260331010000), and v1 error details stay in the
surface's English developer convention.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-25 12:41:02 +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