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Jakob Wennberg ec9cab24cc feat(mcp): ask the bank first: connect link deep-starts the named bank's consent (#1951 )

* feat(mcp): ask the bank first: connect link deep-starts the named bank's consent

The connect card used to open the generic picker page; the user then chose
the bank there. The agent now asks 'vilken bank har företaget?' among the
opening questions and passes it to gnubok_connect_bank, whose connect_url
becomes /import?mode=psd2&bank=<name>. BankSelector resolves the name
(exact, then unique prefix, then unique substring: ambiguous names fall
back to the prefilled picker rather than guessing an institution) and
auto-starts that bank's consent through the same onConnect handler, so
the duplicate-pending and renew-instead guards stay fully interactive.
The param is stripped via history.replaceState after the one-shot so an
aborted bank flow plus back-navigation does not silently relaunch.

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

* fix(mcp): first-year suggestion keeps the AB vs enskild firma distinction

Compliance-review finding on #1949: the suggestion text collapsed both
forms onto a 31 December end. Only an enskild firma's first year MUST end
31 December; an AB may pick any end within BFL 3 kap 3 §'s 18-month cap,
with 31 December as the common default. The lookup tool's still_to_ask
line and the skill now say so explicitly, and first-year-defaults
documents that fiscalYear-null is a strong-not-perfect filed-report
signal that must only ever feed confirm-question suggestions.

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 14:31:45 +02:00

__tests__

feat(mcp): ask the bank first: connect link deep-starts the named bank's consent (#1951 )

2026-08-26 14:31:45 +02:00

prompts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890 )

2026-07-04 15:58:06 +02:00

resources

feat(reconciliation): agent surfaces, skattekonto notice, bank icons and fair sync order (#1836 )

2026-08-24 14:08:53 +02:00

skills

feat(mcp): ask the bank first: connect link deep-starts the named bank's consent (#1951 )

2026-08-26 14:31:45 +02:00

widgets

feat(mcp): connect card widget: one-click open-in-browser button for bank and Skatteverket links (#1939 )

2026-08-26 11:05:01 +02:00

arg-guard.ts

fix(mcp): bulk-book titles that say what is approved, reject unknown parameters (#1856 )

2026-08-25 10:44:30 +02:00

company-routing.ts

feat(mcp): org-number-first onboarding: gnubok_lookup_company prefills the company from the registry (#1940 )

2026-08-26 13:03:02 +02:00

dimensions.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890 )

2026-07-04 15:58:06 +02:00

index.ts

fix(mcp): honest tool text and build-derived server version (#1923 )

2026-08-26 13:35:15 +02:00

manifest.json

Bug/invalid imports (#1146 )

2026-07-24 15:03:50 +02:00

origin-guard.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890 )

2026-07-04 15:58:06 +02:00

public-tools.ts

feat(mcp): lazy authentication so a client can connect before an account exists (#1814 PR 2) (#1892 )

2026-08-25 11:38:29 +02:00

README.md

docs(api,mcp): tool counts, changelog backfill, version-header honesty, lazy auth, endpoint map (#1929 )

2026-08-26 13:35:54 +02:00

recommended-tools.ts

feat(mcp): gnubok_reconcile_residual stages residual booking + link on a bank account (#1872 )

2026-08-25 09:03:43 +02:00

server.ts

feat(mcp): ask the bank first: connect link deep-starts the named bank's consent (#1951 )

2026-08-26 14:31:45 +02:00

staging-pii-guard.ts

fix(customers): personnummer via MCP lands in personal_number, masked everywhere; MCP payment terms follow settings (#1788 )

2026-08-21 18:32:17 +02:00

supplier-candidates.ts

fix(inbox): match suppliers on VAT number, not just org-nr and name (#1630 )

2026-08-17 14:52:50 +02:00

tasks.ts

feat(mcp): Tasks extension (io.modelcontextprotocol/tasks) (#1283 )

2026-07-29 18:15:06 +02:00

tool-namespace.ts

Bug/invalid imports (#1146 )

2026-07-24 15:03:50 +02:00

tool-result.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890 )

2026-07-04 15:58:06 +02:00

README.md

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.

additionalProperties: false on every inputSchema. Guarded by strict-schemas.test.ts. Forces clear rejections on hallucinated fields instead of silent ignores.
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").
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.
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.
Scope mapping: every new tool needs an entry in lib/auth/api-keys.ts TOOL_SCOPE_MAP. Missing entries default to deny.
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 (the SDK is called from lib/ai/provider.ts and lib/ai/services/anthropic-family.ts; features such as extensions/general/invoice-inbox/lib/extract-invoice-fields.ts go through getAiService() in lib/ai rather than the SDK directly): 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, registered in resources/index.ts: company/current, period/active, recent-activity, capabilities, attention, chart-of-accounts, settings/vat-treatments, booking-templates, ledger/context, reconciliation/summary
widgets/: inline HTML widgets (receipt-matcher, vat-review, pending-operations)
prompts/: slash-command-style prompts
skills/: domain-knowledge skill bodies served via gnubok_load_skill
public-tools.ts: lazy authentication (issue #1814). ANONYMOUS_METHODS (initialize, ping, tools/prompts/resources listing) and the three PUBLIC_TOOLS (gnubok_search_tools, gnubok_list_skills, gnubok_load_skill) answer without credentials, rate-limited per truncated IP; every other tools/call gets a transport-level 401 + WWW-Authenticate from handleMcpRequest in server.ts, which is the challenge clients turn into their Connect prompt
tasks.ts: MCP Tasks extension (io.modelcontextprotocol/tasks): durable handles for long-running tool calls, rows in mcp_tasks (service-role writes only)
origin-guard.ts: Origin-header validation on the Streamable HTTP endpoint (DNS-rebinding defence required by the MCP spec)
staging-pii-guard.ts: refuses a plaintext personnummer in staged pending_operations params/preview, so every staging tool inherits the encrypt-at-staging rule
tool-namespace.ts: ?tool_namespace=accounted handling (accounted_* aliases for the canonical gnubok_* ids)
__tests__/: strictness guards + per-tool coverage