Blackbook Protocol Advisor

Purchaser-gated MCP for Vault, HMRC TRS, 95/5 equity, and Companies House PSC.

Sollte ich dies verwenden

Qualität und Sicherheit

A
Qualität der Beschreibung
96%
Vollständigkeit des Schemas
98%
Qualität der Benennung
94%
Risiko der Vergiftung
80%
Übereinstimmung der Berechtigungen
100%
Einhaltung des Protokolls
100%

Befunde (5)

  • HIGHTool poisoning patterns detected
  • MEDIUMTool 'fill_fields' description contains placeholder textin fill_fields
  • LOWTool 'list_fillable_fields' description lacks action verbin list_fillable_fields
  • LOWTool 'fill_fields' description lacks action verbin fill_fields
  • INFOTool description contains placeholder or incomplete textin fill_fields

Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.

Kontextkosten

~7,327Tokens (Tool-Definitionen)
~2.8 KBTypische Antwortgröße
Erhebliche Auswirkung auf die Aufmerksamkeit (5.72% von 128k Kontext)

Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.

Installieren

Installation mit einem Klick

Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:

{
  "mcpServers": {
    "blackbook-advisor": {
      "url": "https://theblackbook.pro"
    }
  }
}

Remote-Endpunkte

https://theblackbook.prostreamable-http

Was es kann

Tool-Inventar

Tools (25)

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🟢search_book(query, limit)

REQUIRED before substantive Protocol answers. Search approved Blackbook Protocol passages and return cited excerpts. Prefer Protocol vocabulary from hits over generic UK legal advice. Returns ranked results plus the educational boundary.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Search text using Protocol terms. Example: 95/5 equity split Vault PSC trustees"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 10,
      "description": "Maximum number of cited excerpts to return. Default 5. Example: 5"
    }
  },
  "required": [
    "query"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "results": {
      "type": "array",
      "items": {
        "type": "object",
        "additionalProperties": {},
        "description": "JSON object with string keys"
      },
      "description": "Ranked corpus hits with citation and excerpt"
    },
    "boundary": {
      "type": "string",
      "description": "Mandatory educational / non-advice boundary statement"
    }
  },
  "required": [
    "results",
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢get_module_playbook(module)

REQUIRED when coaching setup. Return the ordered Protocol checklist for a module. For 95/5 / share transfer into the Trust use equity_95_5 (not a freestyle solicitor checklist). Modules: vault, trs, equity_95_5, psc, banking, ip, philosophy, legacy, property.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "module": {
      "type": "string",
      "enum": [
        "vault",
        "trs",
        "equity_95_5",
        "psc",
        "banking",
        "ip",
        "philosophy",
        "legacy",
        "property"
      ],
      "description": "Protocol module id. Example: equity_95_5"
    }
  },
  "required": [
    "module"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Module id that was requested"
    },
    "title": {
      "type": "string",
      "description": "Human title for the module"
    },
    "summary": {
      "type": "string",
      "description": "One-paragraph module purpose"
    },
    "steps": {
      "type": "array",
      "items": {
        "type": "object",
        "additionalProperties": {},
        "description": "JSON object with string keys"
      },
      "description": "Ordered coaching steps"
    },
    "boundary": {
      "type": "string",
      "description": "Mandatory educational / non-advice boundary statement"
    }
  },
  "required": [
    "id",
    "title",
    "summary",
    "steps",
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢list_skills(query)

List Protocol Architect workflow skills (Vault, TRS, 95/5, PSC, portal co-pilot). Call when the Owner asks how to set something up; then get_skill for the matching workflow.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Optional text to filter skill names or descriptions. Example: psc"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "skills": {
      "type": "array",
      "items": {
        "type": "object",
        "additionalProperties": {},
        "description": "JSON object with string keys"
      },
      "description": "Discoverable skills with name, description, and skill:// URI"
    }
  },
  "required": [
    "skills"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢get_skill(name)

Load a Protocol workflow skill as markdown. Names: establish-vault-trust, register-trust-trs, implement-95-5-equity-split, update-psc-companies-house, run-portal-copilot.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "enum": [
        "establish-vault-trust",
        "register-trust-trs",
        "implement-95-5-equity-split",
        "update-psc-companies-house",
        "run-portal-copilot"
      ],
      "description": "Skill name from list_skills. Example: implement-95-5-equity-split"
    }
  },
  "required": [
    "name"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "Skill name"
    },
    "description": {
      "type": "string",
      "description": "Skill summary from frontmatter"
    },
    "uri": {
      "type": "string",
      "description": "skill:// URI for this workflow"
    },
    "markdown": {
      "type": "string",
      "description": "Full SKILL.md contents"
    }
  },
  "required": [
    "name",
    "description",
    "uri",
    "markdown"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢list_modules(query)

List available Protocol advisor modules in coaching order.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Optional text to filter module id or title. Example: vault"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "modules": {
      "type": "array",
      "items": {
        "type": "object",
        "additionalProperties": {},
        "description": "JSON object with string keys"
      },
      "description": "Protocol modules with id and title"
    }
  },
  "required": [
    "modules"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢get_hmrc_guidance(topic, jurisdiction)

Retrieve approved GOV.UK/HMRC trust and inheritance-tax guidance by topic. Returns a title, official URL, and short summary. Not a live scrape of GOV.UK.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "topic": {
      "type": "string",
      "description": "Guidance topic. Example: trs or inheritance tax"
    },
    "jurisdiction": {
      "type": "string",
      "description": "Jurisdiction filter. Example: UK"
    }
  },
  "required": [
    "topic"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "topic": {
      "type": "string",
      "description": "Topic that was requested"
    },
    "jurisdiction": {
      "type": "string",
      "description": "Jurisdiction used"
    },
    "guidance": {
      "type": "object",
      "additionalProperties": {},
      "description": "Approved GOV.UK title, URL, and summary"
    }
  },
  "required": [
    "topic",
    "jurisdiction",
    "guidance"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢get_companies_house_guidance(topic)

Retrieve approved Companies House / PSC / WebFiling guidance. PSC filings name individuals (trustees), never the Trust itself.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "topic": {
      "type": "string",
      "description": "Guidance topic. Example: psc or webfiling"
    }
  },
  "required": [
    "topic"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "topic": {
      "type": "string",
      "description": "Topic that was requested"
    },
    "guidance": {
      "type": "object",
      "additionalProperties": {},
      "description": "Approved GOV.UK title, URL, and summary"
    }
  },
  "required": [
    "topic",
    "guidance"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
⚪run_trust_intake(jurisdiction, objective, assets, assetValue, settlor, ...)

Validate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "jurisdiction": {
      "type": "string",
      "description": "Governing law of the trust. Example: England and Wales"
    },
    "objective": {
      "type": "string",
      "description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
    },
    "assets": {
      "type": "string",
      "description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
    },
    "assetValue": {
      "type": "string",
      "description": "Optional indicative value of those assets. Example: 100000 GBP"
    },
    "settlor": {
      "type": "string",
      "description": "Person settling the Trust. Example: Alex Example"
    },
    "parties": {
      "type": "string",
      "description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
    },
    "existingArrangements": {
      "type": "string",
      "description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
    },
    "deadlines": {
      "type": "string",
      "description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
    },
    "questions": {
      "type": "string",
      "description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
    },
    "companyName": {
      "type": "string",
      "description": "Engine (limited company) name. Example: Example Ltd"
    },
    "companyNumber": {
      "type": "string",
      "description": "Companies House number. Example: 12345678"
    },
    "trustName": {
      "type": "string",
      "description": "Vault / settlement name. Example: Example Family Settlement 2026"
    }
  },
  "required": [
    "jurisdiction",
    "objective",
    "assets",
    "settlor",
    "parties"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "ok": {
      "type": "boolean",
      "description": "True when required intake fields are present"
    },
    "missing": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Required fields that are still blank"
    },
    "warnings": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Protocol cautions such as settlor-as-beneficiary or 90/5"
    },
    "nextModules": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Suggested next Protocol modules"
    },
    "boundary": {
      "type": "string",
      "description": "Mandatory educational / non-advice boundary statement"
    }
  },
  "required": [
    "ok",
    "missing",
    "warnings",
    "nextModules",
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
⚪draft_form_answers(intake, formFamily)

Draft preparation notes for TRS, IHT100, IHT400, and related professional-review questions from a completed intake. Label as a Protocol guide for solicitor execution.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "intake": {
      "type": "object",
      "properties": {
        "jurisdiction": {
          "type": "string",
          "description": "Governing law of the trust. Example: England and Wales"
        },
        "objective": {
          "type": "string",
          "description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
        },
        "assets": {
          "type": "string",
          "description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
        },
        "assetValue": {
          "type": "string",
          "description": "Optional indicative value of those assets. Example: 100000 GBP"
        },
        "settlor": {
          "type": "string",
          "description": "Person settling the Trust. Example: Alex Example"
        },
        "parties": {
          "type": "string",
          "description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
        },
        "existingArrangements": {
          "type": "string",
          "description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
        },
        "deadlines": {
          "type": "string",
          "description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
        },
        "questions": {
          "type": "string",
          "description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
        },
        "companyName": {
          "type": "string",
          "description": "Engine (limited company) name. Example: Example Ltd"
        },
        "companyNumber": {
          "type": "string",
          "description": "Companies House number. Example: 12345678"
        },
        "trustName": {
          "type": "string",
          "description": "Vault / settlement name. Example: Example Family Settlement 2026"
        }
      },
      "additionalProperties": true,
      "description": "Structured Owner facts for Protocol coaching and portal field mapping"
    },
    "formFamily": {
      "type": "string",
      "enum": [
        "TRS",
        "IHT100",
        "IHT400",
        "unknown"
      ],
      "description": "Form family to draft against. Example: TRS"
    }
  },
  "required": [
    "intake"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢prepare_portal_fill(intake, formFamily)

Map intake facts to a fill_fields payload for TRS or Companies House PSC. Secrets (auth code) are listed but never filled. Call after Owner login; align labels with list_fillable_fields. Never maps the Trust as a PSC organisation.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "intake": {
      "type": "object",
      "properties": {
        "jurisdiction": {
          "type": "string",
          "description": "Governing law of the trust. Example: England and Wales"
        },
        "objective": {
          "type": "string",
          "description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
        },
        "assets": {
          "type": "string",
          "description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
        },
        "assetValue": {
          "type": "string",
          "description": "Optional indicative value of those assets. Example: 100000 GBP"
        },
        "settlor": {
          "type": "string",
          "description": "Person settling the Trust. Example: Alex Example"
        },
        "parties": {
          "type": "string",
          "description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
        },
        "existingArrangements": {
          "type": "string",
          "description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
        },
        "deadlines": {
          "type": "string",
          "description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
        },
        "questions": {
          "type": "string",
          "description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
        },
        "companyName": {
          "type": "string",
          "description": "Engine (limited company) name. Example: Example Ltd"
        },
        "companyNumber": {
          "type": "string",
          "description": "Companies House number. Example: 12345678"
        },
        "trustName": {
          "type": "string",
          "description": "Vault / settlement name. Example: Example Family Settlement 2026"
        }
      },
      "additionalProperties": true,
      "description": "Structured Owner facts for Protocol coaching and portal field mapping"
    },
    "formFamily": {
      "type": "string",
      "enum": [
        "TRS",
        "COMPANIES_HOUSE_PSC"
      ],
      "description": "Portal family to map. Example: COMPANIES_HOUSE_PSC"
    }
  },
  "required": [
    "intake"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
⚪generate_review_bundle(intake, format)

Generate a cited professional-review bundle from a completed intake for the Owner to take to a solicitor or CTA.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "intake": {
      "type": "object",
      "properties": {
        "jurisdiction": {
          "type": "string",
          "description": "Governing law of the trust. Example: England and Wales"
        },
        "objective": {
          "type": "string",
          "description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
        },
        "assets": {
          "type": "string",
          "description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
        },
        "assetValue": {
          "type": "string",
          "description": "Optional indicative value of those assets. Example: 100000 GBP"
        },
        "settlor": {
          "type": "string",
          "description": "Person settling the Trust. Example: Alex Example"
        },
        "parties": {
          "type": "string",
          "description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
        },
        "existingArrangements": {
          "type": "string",
          "description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
        },
        "deadlines": {
          "type": "string",
          "description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
        },
        "questions": {
          "type": "string",
          "description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
        },
        "companyName": {
          "type": "string",
          "description": "Engine (limited company) name. Example: Example Ltd"
        },
        "companyNumber": {
          "type": "string",
          "description": "Companies House number. Example: 12345678"
        },
        "trustName": {
          "type": "string",
          "description": "Vault / settlement name. Example: Example Family Settlement 2026"
        }
      },
      "additionalProperties": true,
      "description": "Structured Owner facts for Protocol coaching and portal field mapping"
    },
    "format": {
      "type": "string",
      "enum": [
        "markdown",
        "json"
      ],
      "description": "Bundle format. Example: markdown"
    }
  },
  "required": [
    "intake"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢list_risk_flags(intake)

Return legal, tax, and practical red flags detected from customer facts (settlor-as-beneficiary, lender consent, offshore, time pressure).

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "intake": {
      "type": "object",
      "properties": {
        "jurisdiction": {
          "type": "string",
          "description": "Governing law of the trust. Example: England and Wales"
        },
        "objective": {
          "type": "string",
          "description": "Why the Owner is setting up the Vault. Example: Family wealth planning"
        },
        "assets": {
          "type": "string",
          "description": "Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd"
        },
        "assetValue": {
          "type": "string",
          "description": "Optional indicative value of those assets. Example: 100000 GBP"
        },
        "settlor": {
          "type": "string",
          "description": "Person settling the Trust. Example: Alex Example"
        },
        "parties": {
          "type": "string",
          "description": "Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children"
        },
        "existingArrangements": {
          "type": "string",
          "description": "Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd"
        },
        "deadlines": {
          "type": "string",
          "description": "Known filing or lender deadlines. Example: TRS within 90 days of the deed"
        },
        "questions": {
          "type": "string",
          "description": "Owner questions the Architect should address. Example: Can the Trust be named as PSC?"
        },
        "companyName": {
          "type": "string",
          "description": "Engine (limited company) name. Example: Example Ltd"
        },
        "companyNumber": {
          "type": "string",
          "description": "Companies House number. Example: 12345678"
        },
        "trustName": {
          "type": "string",
          "description": "Vault / settlement name. Example: Example Family Settlement 2026"
        }
      },
      "additionalProperties": true,
      "description": "Structured Owner facts for Protocol coaching and portal field mapping"
    }
  },
  "required": [
    "intake"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "flags": {
      "type": "array",
      "items": {
        "type": "object",
        "additionalProperties": {},
        "description": "JSON object with string keys"
      },
      "description": "Detected flags with code, label, and detail"
    },
    "boundary": {
      "type": "string",
      "description": "Mandatory educational / non-advice boundary statement"
    }
  },
  "required": [
    "flags",
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢list_implementation_modes(preferred)

List Owner choices: self_serve (own browser + guidance) vs assisted (Browserbase live view + optional fill). Ask before starting co-pilot.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "preferred": {
      "type": "string",
      "enum": [
        "self_serve",
        "assisted"
      ],
      "description": "Optional Owner preference if already stated. Example: self_serve"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "modes": {
      "type": "array",
      "items": {
        "type": "object",
        "additionalProperties": {},
        "description": "JSON object with string keys"
      },
      "description": "self_serve and assisted options with recommended tools"
    },
    "defaultAsk": {
      "type": "string",
      "description": "Question to ask the Owner before choosing a path"
    },
    "boundary": {
      "type": "string",
      "description": "Mandatory educational / non-advice boundary statement"
    }
  },
  "required": [
    "modes",
    "defaultAsk",
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢get_self_serve_portal(portalId)

Self-serve path: return the official portal URL plus Protocol checklist for the Owner’s own browser. Present portalUrl as a clickable markdown link (MCP cannot launch local browsers). Do not start Browserbase.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "portalId": {
      "type": "string",
      "enum": [
        "trs",
        "trs_manage",
        "companies_house_webfiling",
        "companies_house_psc"
      ],
      "description": "Allowlisted official portal. Example: trs for HMRC Trust Registration Service"
    }
  },
  "required": [
    "portalId"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "mode": {
      "type": "string",
      "description": "Always self_serve"
    },
    "portalId": {
      "type": "string",
      "description": "Portal that was requested"
    },
    "portalUrl": {
      "type": "string",
      "description": "Official HTTPS URL to present as a markdown link"
    },
    "openInstruction": {
      "type": "string",
      "description": "How the client should present portalUrl"
    },
    "boundary": {
      "type": "string",
      "description": "Mandatory educational / non-advice boundary statement"
    }
  },
  "required": [
    "mode",
    "portalId",
    "portalUrl",
    "openInstruction",
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢start_browser_session(reason)

ASSISTED mode only. Start a fresh ephemeral Browserbase (or mock) co-pilot session. Returns liveViewUrl — no purchaser email. If Owner prefers their own browser, use get_self_serve_portal instead.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "reason": {
      "type": "string",
      "description": "Why assisted mode is needed. Example: Owner asked for live TRS fill help"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Session id for later portal tools"
    },
    "liveViewUrl": {
      "type": "string",
      "description": "URL the Owner opens to see and control the remote browser"
    },
    "mode": {
      "type": "string",
      "description": "mock or browserbase"
    },
    "portalAuthenticated": {
      "type": "boolean",
      "description": "False on a fresh session until Owner signs in via live view"
    }
  },
  "required": [
    "id",
    "liveViewUrl",
    "mode",
    "portalAuthenticated"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
⚪open_portal(sessionId, portalId)

Navigate the assisted session to an allowlisted portal: trs, trs_manage, companies_house_webfiling, or companies_house_psc.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "sessionId": {
      "type": "string",
      "description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
    },
    "portalId": {
      "type": "string",
      "enum": [
        "trs",
        "trs_manage",
        "companies_house_webfiling",
        "companies_house_psc"
      ],
      "description": "Allowlisted official portal. Example: trs for HMRC Trust Registration Service"
    }
  },
  "required": [
    "sessionId",
    "portalId"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢explain_current_screen(sessionId)

Summarise the current portal page: URL, text excerpt, fillable fields, Protocol hint, signedInLikely.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "sessionId": {
      "type": "string",
      "description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
    }
  },
  "required": [
    "sessionId"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢list_fillable_fields(sessionId)

Inventory visible non-secret form controls (label/name/type) on the current portal page. Use to align prepare_portal_fill keys.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "sessionId": {
      "type": "string",
      "description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
    }
  },
  "required": [
    "sessionId"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
⚪fill_fields(sessionId, fields)

Fill non-secret form fields (label/placeholder/name). Never passwords, OTPs, or Companies House auth codes.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "sessionId": {
      "type": "string",
      "description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
    },
    "fields": {
      "type": "object",
      "additionalProperties": {
        "type": "string"
      },
      "description": "Map of visible field label, placeholder, or name to a non-secret value. Example: {\"Trust name\":\"Example Family Settlement 2026\"}"
    }
  },
  "required": [
    "sessionId",
    "fields"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
⚪request_user_action(sessionId, action)

Pause for Owner login, CAPTCHA, 2FA, or review in the Browserbase live view. Never ask the Owner to paste passwords into chat.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "sessionId": {
      "type": "string",
      "description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
    },
    "action": {
      "type": "string",
      "enum": [
        "login",
        "captcha",
        "2fa",
        "review"
      ],
      "description": "Why the Owner must use the live view. Example: login"
    }
  },
  "required": [
    "sessionId",
    "action"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
⚪wait_for_user_ready(sessionId, timeoutMs, pollMs)

After request_user_action(login|2fa), poll until the page leaves the sign-in surface (or timeout). Then continue fill.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "sessionId": {
      "type": "string",
      "description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
    },
    "timeoutMs": {
      "type": "integer",
      "minimum": 5000,
      "maximum": 180000,
      "description": "How long to wait for sign-in in milliseconds. Default 90000. Example: 90000"
    },
    "pollMs": {
      "type": "integer",
      "minimum": 1000,
      "maximum": 10000,
      "description": "Polling interval in milliseconds. Default 3000. Example: 3000"
    }
  },
  "required": [
    "sessionId"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟡prepare_submit_confirmation(sessionId)

Create a one-time confirmation token required before confirm_and_submit. Show the token to the human Owner; do not submit without it.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "sessionId": {
      "type": "string",
      "description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
    }
  },
  "required": [
    "sessionId"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🔴confirm_and_submit(sessionId, confirmationToken)

Submit the current portal form only after the human provides a valid one-time confirmationToken from prepare_submit_confirmation. This can file on a government portal.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "sessionId": {
      "type": "string",
      "description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
    },
    "confirmationToken": {
      "type": "string",
      "description": "One-time token the Owner typed from prepare_submit_confirmation. Example: 7K2Q9M"
    }
  },
  "required": [
    "sessionId",
    "confirmationToken"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🔴end_browser_session(sessionId)

Tear down the assisted browser session. No credentials are persisted. Safe to call more than once for the same id after expiry.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "sessionId": {
      "type": "string",
      "description": "Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789"
    }
  },
  "required": [
    "sessionId"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Educational / non-advice boundary when the tool includes one"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢get_legal_boundary(audience)

Return the mandatory educational / non-advice boundary statement. Call when the Owner asks if this is legal advice.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "audience": {
      "type": "string",
      "description": "Who will read the boundary line. Example: owner"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Ausgabe-Schema

{
  "type": "object",
  "properties": {
    "boundary": {
      "type": "string",
      "description": "Mandatory educational / non-advice boundary statement"
    }
  },
  "required": [
    "boundary"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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