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accounted/extensions/general
Jakob Wennberg dae0aac26a fix(mcp): reconcile_match callable + two-phase efterkontroll + instant value for web-onboarded users (#1967)
* docs(plugin): starter prompt nudges the connector's onboarding guide

Several E2E runs composed the first reply from tool descriptions before
the skill loaded (questionnaire instead of the guided round). Four words
in the published prompt point the agent at the guide from message one;
the rest of the prompt stays memory-first and universal.

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

* fix(mcp): reconcile_match into the default catalog + two-phase efterkontroll + instant value for web-onboarded users

E2E #12 (the smoothest run yet) surfaced three things:

1. gnubok_reconcile_match was search-only, so Claude.ai could not call
   it: the agent misread the uncallable tool as a missing
   reconciliation:write scope and punted the entire dont-double-book
   matching step to the web app. Promoted to the default catalog
   (the standing rule: skill-instructed tools must be callable);
   ceiling 63K to 63.4K documented.

2. Skill: efterkontroll split into two phases per founder direction.
   Step 3b runs DIRECTLY after the import commits: verify the trial
   balance, sanity-read the content, and PREPARE the chart (create
   1630/8423/8314/6992 when the SIE lacks them) so the bank and
   Skatteverket connections land in a book that is ready for them.
   Step 4b after the connections: match SIE-covered bank rows with
   reconcile_match (never re-categorize), reconcile skattekontot to the
   öre, names, underlag, in a prioritized numbered list.

3. Skill: users who onboarded via the web app and connect the MCP with
   everything already set up get the reconciliation pass and Att
   göra-list as the FIRST reply instead of setup steps: immediate value
   regardless of onboarding path.

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>
2026-08-26 23:04:57 +02:00
..
2026-07-21 23:00:15 +02:00