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índice observado

Blackbook Protocol Advisor

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

¿Debería usar esto?

Calidad y seguridad

A
Calidad de la descripción
96%
Integridad del esquema
98%
Calidad de los nombres
94%
Riesgo de envenenamiento
80%
Coincidencia de permisos
100%
Cumplimiento del protocolo
100%

Hallazgos (5)

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

Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.

Costo de contexto

~7,327Tokens (definiciones de herramientas)
~2.8 KBTamaño de respuesta típico
Impacto significativo en la atención (5.72% del contexto de 128k)

Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.

Instalar

Instalación con un clic

Agrega esto a tu archivo `claude_desktop_config.json`:

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

Puntos de conexión remotos

https://theblackbook.prostreamable-http

Qué puede hacer

Inventario de herramientas

Herramientas (25)

🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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).

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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#"
}

Esquema de salida

{
  "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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