Jakob Wennberg
8ddc77fdfd
The onboarding flow now mirrors the web wizard: ask for the organisationsnummer first, look the company up in the public registry (one TIC Lens call through the extracted extensions/general/tic/lib/lookup.ts, shared with the /lookup HTTP route), and present the facts for confirmation instead of interrogating the user. The new gnubok_lookup_company tool (companies:read, company-independent, default catalog) returns the registry facts, a prefilled suggested_create_company_input, and a still_to_ask list that encodes the same fact-vs-question rules as lib/onboarding-journey/reducer.ts: F-skatt is a fact both ways, VAT is a fact only when positively registered (ML 17 kap 24 paragraf), moms period and accounting method are always asked, an enskild firma's verksamhetsnamn is the user's choice, and a known fiscal year becomes a confirm question. Registry outages degrade to the full question list instead of failing onboarding. The onboarding skill and the plugin's /accounted:setup command are updated to the orgnr-first flow (plugin 1.2.0). tools/list ceiling bumped 61.2K to 61.5K with the reason documented in the bench. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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description
| description |
|---|
| Connect Accounted (create the account if needed) and set up the company from this conversation. Run once after installing the plugin. |
The user just installed the Accounted plugin, or asked to get set up. Take them from "not connected" to "books are running" without sending them to the website first. Everything below happens in this conversation except the steps that legally need a human with BankID in a browser: creating the account, approving a bank consent, authorising Skatteverket.
Step 1: connect
Call accounted_get_agent_briefing.
- If it succeeds, the user is connected and has a company: say so, summarise the company in one line (name, form, method, VAT period), and stop here. Point at
/accounted:startfor orientation. - If it fails with an authentication error, the connector is not connected yet. Tell the user: run
/mcp, pick accounted, and authenticate. The browser opens Accounted's sign-in. No account yet? Create it right there ("Skapa konto"): BankID is fastest (about a minute, no e-mail confirmation); e-mail + password also works and asks for a 2FA app before consent. On the consent screen, read-only scopes are pre-ticked; leave Företag: skriv ticked so the company can be created from here. Then continue with Step 2. - If it fails with
NO_COMPANY_YET, the account exists but has no company yet: continue with Step 2.
Step 2: set up the company
Call accounted_load_skill("onboarding") and follow it. In short: ask for the organisationsnummer first and call accounted_lookup_company; the public registry answers most of the form (name, address, F-skatt, VAT status, legal form, fiscal year), so present those as facts to confirm and ask only what still_to_ask lists (typically the moms period and the accounting method). Then call accounted_create_company without confirm to get a preview, read the preview back in plain Swedish, and only after an explicit "ja" call it again with confirm: true.
Rules the tool enforces, so do not argue with them: a VAT-registered company needs both an organisationsnummer and a moms period; F-skatt must be stated, never assumed; an enskild firma always runs on the calendar year.
Step 3: connections
Call accounted_connect_bank and accounted_connect_skatteverket. Each returns a status and a link. The user opens the link in a browser where they are logged in to Accounted, approves with BankID, and comes back. Neither is mandatory to start: bank statements can also be imported as files, and declarations can always be downloaded and filed manually.
Step 4: hand over
Call accounted_get_agent_briefing again to confirm the company is live, then point at the flows: /accounted:bookkeep once transactions arrive, /accounted:check for a health check, /accounted:start any time for orientation.
Rules
- Never create a company "to try things out" for a real organisation: bookkeeping duty starts the moment it exists. Use the sandbox in the web app for demos.
- Never guess company facts. Every value in the preview came from the user or from the organisationsnummer lookup.
- Every write in Accounted stages for the user's approval; nothing is booked on its own.