此 MCP 可以做什么
Guides UK trust, inheritance-tax, equity, and Companies House workflows with cited guidance, form preparation, risk flags, and human-confirmed portal submission.
功能
工具
25
工具
confirm_and_submit
Confirm and submit
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.
可能执行破坏性操作
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sessionId', 'confirmationToken'], 'properties': {'sessionId': {'type': 'string', 'description': 'Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789'}, 'confirmationToken': {'type': 'string', 'description': 'One-time token the Owner typed from prepare_submit_confirmation. Example: 7K2Q9M'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
draft_form_answers
Draft form answers
Draft preparation notes for TRS, IHT100, IHT400, and related professional-review questions from a completed intake. Label as a Protocol guide for solicitor execution.
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['intake'], 'properties': {'intake': {'type': 'object', 'properties': {'assets': {'type': 'string', 'description': 'Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd'}, 'parties': {'type': 'string', 'description': 'Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children'}, 'settlor': {'type': 'string', 'description': 'Person settling the Trust. Example: Alex Example'}, 'deadlines': {'type': 'string', 'description': 'Known filing or lender deadlines. Example: TRS within 90 days of the deed'}, 'objective': {'type': 'string', 'description': 'Why the Owner is setting up the Vault. Example: Family wealth planning'}, 'questions': {'type': 'string', 'description': 'Owner questions the Architect should address. Example: Can the Trust be named as PSC?'}, 'trustName': {'type': 'string', 'description': 'Vault / settlement name. Example: Example Family Settlement 2026'}, 'assetValue': {'type': 'string', 'description': 'Optional indicative value of those assets. Example: 100000 GBP'}, 'companyName': {'type': 'string', 'description': 'Engine (limited company) name. Example: Example Ltd'}, 'jurisdiction': {'type': 'string', 'description': 'Governing law of the trust. Example: England and Wales'}, 'companyNumber': {'type': 'string', 'description': 'Companies House number. Example: 12345678'}, 'existingArrangements': {'type': 'string', 'description': 'Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd'}}, 'description': 'Structured Owner facts for Protocol coaching and portal field mapping', 'additionalProperties': True}, 'formFamily': {'enum': ['TRS', 'IHT100', 'IHT400', 'unknown'], 'type': 'string', 'description': 'Form family to draft against. Example: TRS'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
end_browser_session
End browser session
Tear down the assisted browser session. No credentials are persisted. Safe to call more than once for the same id after expiry.
可能执行破坏性操作
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sessionId'], 'properties': {'sessionId': {'type': 'string', 'description': 'Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
explain_current_screen
Explain current screen
Summarise the current portal page: URL, text excerpt, fillable fields, Protocol hint, signedInLikely.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sessionId'], 'properties': {'sessionId': {'type': 'string', 'description': 'Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
fill_fields
Fill non-secret fields
Fill non-secret form fields (label/placeholder/name). Never passwords, OTPs, or Companies House auth codes.
可访问外部资源
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sessionId', 'fields'], 'properties': {'fields': {'type': 'object', 'description': 'Map of visible field label, placeholder, or name to a non-secret value. Example: {"Trust name":"Example Family Settlement 2026"}', 'additionalProperties': {'type': 'string'}}, 'sessionId': {'type': 'string', 'description': 'Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
generate_review_bundle
Generate review bundle
Generate a cited professional-review bundle from a completed intake for the Owner to take to a solicitor or CTA.
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['intake'], 'properties': {'format': {'enum': ['markdown', 'json'], 'type': 'string', 'description': 'Bundle format. Example: markdown'}, 'intake': {'type': 'object', 'properties': {'assets': {'type': 'string', 'description': 'Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd'}, 'parties': {'type': 'string', 'description': 'Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children'}, 'settlor': {'type': 'string', 'description': 'Person settling the Trust. Example: Alex Example'}, 'deadlines': {'type': 'string', 'description': 'Known filing or lender deadlines. Example: TRS within 90 days of the deed'}, 'objective': {'type': 'string', 'description': 'Why the Owner is setting up the Vault. Example: Family wealth planning'}, 'questions': {'type': 'string', 'description': 'Owner questions the Architect should address. Example: Can the Trust be named as PSC?'}, 'trustName': {'type': 'string', 'description': 'Vault / settlement name. Example: Example Family Settlement 2026'}, 'assetValue': {'type': 'string', 'description': 'Optional indicative value of those assets. Example: 100000 GBP'}, 'companyName': {'type': 'string', 'description': 'Engine (limited company) name. Example: Example Ltd'}, 'jurisdiction': {'type': 'string', 'description': 'Governing law of the trust. Example: England and Wales'}, 'companyNumber': {'type': 'string', 'description': 'Companies House number. Example: 12345678'}, 'existingArrangements': {'type': 'string', 'description': 'Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd'}}, 'description': 'Structured Owner facts for Protocol coaching and portal field mapping', 'additionalProperties': True}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
get_companies_house_guidance
Get Companies House guidance
Retrieve approved Companies House / PSC / WebFiling guidance. PSC filings name individuals (trustees), never the Trust itself.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['topic'], 'properties': {'topic': {'type': 'string', 'description': 'Guidance topic. Example: psc or webfiling'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['topic', 'guidance'], 'properties': {'topic': {'type': 'string', 'description': 'Topic that was requested'}, 'guidance': {'type': 'object', 'description': 'Approved GOV.UK title, URL, and summary', 'additionalProperties': {}}}, 'additionalProperties': False}
get_hmrc_guidance
Get HMRC guidance
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.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['topic'], 'properties': {'topic': {'type': 'string', 'description': 'Guidance topic. Example: trs or inheritance tax'}, 'jurisdiction': {'type': 'string', 'description': 'Jurisdiction filter. Example: UK'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['topic', 'jurisdiction', 'guidance'], 'properties': {'topic': {'type': 'string', 'description': 'Topic that was requested'}, 'guidance': {'type': 'object', 'description': 'Approved GOV.UK title, URL, and summary', 'additionalProperties': {}}, 'jurisdiction': {'type': 'string', 'description': 'Jurisdiction used'}}, 'additionalProperties': False}
get_legal_boundary
Get legal boundary
Return the mandatory educational / non-advice boundary statement. Call when the Owner asks if this is legal advice.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'audience': {'type': 'string', 'description': 'Who will read the boundary line. Example: owner'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Mandatory educational / non-advice boundary statement'}}, 'additionalProperties': False}
get_module_playbook
Get module playbook
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.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['module'], 'properties': {'module': {'enum': ['vault', 'trs', 'equity_95_5', 'psc', 'banking', 'ip', 'philosophy', 'legacy', 'property'], 'type': 'string', 'description': 'Protocol module id. Example: equity_95_5'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id', 'title', 'summary', 'steps', 'boundary'], 'properties': {'id': {'type': 'string', 'description': 'Module id that was requested'}, 'steps': {'type': 'array', 'items': {'type': 'object', 'description': 'JSON object with string keys', 'additionalProperties': {}}, 'description': 'Ordered coaching steps'}, 'title': {'type': 'string', 'description': 'Human title for the module'}, 'summary': {'type': 'string', 'description': 'One-paragraph module purpose'}, 'boundary': {'type': 'string', 'description': 'Mandatory educational / non-advice boundary statement'}}, 'additionalProperties': False}
get_self_serve_portal
Get self-serve portal
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.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['portalId'], 'properties': {'portalId': {'enum': ['trs', 'trs_manage', 'companies_house_webfiling', 'companies_house_psc'], 'type': 'string', 'description': 'Allowlisted official portal. Example: trs for HMRC Trust Registration Service'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['mode', 'portalId', 'portalUrl', 'openInstruction', 'boundary'], 'properties': {'mode': {'type': 'string', 'description': 'Always self_serve'}, 'boundary': {'type': 'string', 'description': 'Mandatory educational / non-advice boundary statement'}, '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'}}, 'additionalProperties': False}
get_skill
Get workflow skill
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.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['name'], 'properties': {'name': {'enum': ['establish-vault-trust', 'register-trust-trs', 'implement-95-5-equity-split', 'update-psc-companies-house', 'run-portal-copilot'], 'type': 'string', 'description': 'Skill name from list_skills. Example: implement-95-5-equity-split'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['name', 'description', 'uri', 'markdown'], 'properties': {'uri': {'type': 'string', 'description': 'skill:// URI for this workflow'}, 'name': {'type': 'string', 'description': 'Skill name'}, 'markdown': {'type': 'string', 'description': 'Full SKILL.md contents'}, 'description': {'type': 'string', 'description': 'Skill summary from frontmatter'}}, 'additionalProperties': False}
list_fillable_fields
List fillable fields
Inventory visible non-secret form controls (label/name/type) on the current portal page. Use to align prepare_portal_fill keys.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sessionId'], 'properties': {'sessionId': {'type': 'string', 'description': 'Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
list_implementation_modes
List implementation modes
List Owner choices: self_serve (own browser + guidance) vs assisted (Browserbase live view + optional fill). Ask before starting co-pilot.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'preferred': {'enum': ['self_serve', 'assisted'], 'type': 'string', 'description': 'Optional Owner preference if already stated. Example: self_serve'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['modes', 'defaultAsk', 'boundary'], 'properties': {'modes': {'type': 'array', 'items': {'type': 'object', 'description': 'JSON object with string keys', 'additionalProperties': {}}, 'description': 'self_serve and assisted options with recommended tools'}, 'boundary': {'type': 'string', 'description': 'Mandatory educational / non-advice boundary statement'}, 'defaultAsk': {'type': 'string', 'description': 'Question to ask the Owner before choosing a path'}}, 'additionalProperties': False}
list_modules
List Protocol modules
List available Protocol advisor modules in coaching order.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'query': {'type': 'string', 'description': 'Optional text to filter module id or title. Example: vault'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['modules'], 'properties': {'modules': {'type': 'array', 'items': {'type': 'object', 'description': 'JSON object with string keys', 'additionalProperties': {}}, 'description': 'Protocol modules with id and title'}}, 'additionalProperties': False}
list_risk_flags
List risk flags
Return legal, tax, and practical red flags detected from customer facts (settlor-as-beneficiary, lender consent, offshore, time pressure).
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['intake'], 'properties': {'intake': {'type': 'object', 'properties': {'assets': {'type': 'string', 'description': 'Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd'}, 'parties': {'type': 'string', 'description': 'Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children'}, 'settlor': {'type': 'string', 'description': 'Person settling the Trust. Example: Alex Example'}, 'deadlines': {'type': 'string', 'description': 'Known filing or lender deadlines. Example: TRS within 90 days of the deed'}, 'objective': {'type': 'string', 'description': 'Why the Owner is setting up the Vault. Example: Family wealth planning'}, 'questions': {'type': 'string', 'description': 'Owner questions the Architect should address. Example: Can the Trust be named as PSC?'}, 'trustName': {'type': 'string', 'description': 'Vault / settlement name. Example: Example Family Settlement 2026'}, 'assetValue': {'type': 'string', 'description': 'Optional indicative value of those assets. Example: 100000 GBP'}, 'companyName': {'type': 'string', 'description': 'Engine (limited company) name. Example: Example Ltd'}, 'jurisdiction': {'type': 'string', 'description': 'Governing law of the trust. Example: England and Wales'}, 'companyNumber': {'type': 'string', 'description': 'Companies House number. Example: 12345678'}, 'existingArrangements': {'type': 'string', 'description': 'Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd'}}, 'description': 'Structured Owner facts for Protocol coaching and portal field mapping', 'additionalProperties': True}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['flags', 'boundary'], 'properties': {'flags': {'type': 'array', 'items': {'type': 'object', 'description': 'JSON object with string keys', 'additionalProperties': {}}, 'description': 'Detected flags with code, label, and detail'}, 'boundary': {'type': 'string', 'description': 'Mandatory educational / non-advice boundary statement'}}, 'additionalProperties': False}
list_skills
List workflow skills
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.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'query': {'type': 'string', 'description': 'Optional text to filter skill names or descriptions. Example: psc'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['skills'], 'properties': {'skills': {'type': 'array', 'items': {'type': 'object', 'description': 'JSON object with string keys', 'additionalProperties': {}}, 'description': 'Discoverable skills with name, description, and skill:// URI'}}, 'additionalProperties': False}
open_portal
Open official portal
Navigate the assisted session to an allowlisted portal: trs, trs_manage, companies_house_webfiling, or companies_house_psc.
可访问外部资源
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sessionId', 'portalId'], 'properties': {'portalId': {'enum': ['trs', 'trs_manage', 'companies_house_webfiling', 'companies_house_psc'], 'type': 'string', 'description': 'Allowlisted official portal. Example: trs for HMRC Trust Registration Service'}, 'sessionId': {'type': 'string', 'description': 'Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
prepare_portal_fill
Prepare portal fill
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.
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['intake'], 'properties': {'intake': {'type': 'object', 'properties': {'assets': {'type': 'string', 'description': 'Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd'}, 'parties': {'type': 'string', 'description': 'Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children'}, 'settlor': {'type': 'string', 'description': 'Person settling the Trust. Example: Alex Example'}, 'deadlines': {'type': 'string', 'description': 'Known filing or lender deadlines. Example: TRS within 90 days of the deed'}, 'objective': {'type': 'string', 'description': 'Why the Owner is setting up the Vault. Example: Family wealth planning'}, 'questions': {'type': 'string', 'description': 'Owner questions the Architect should address. Example: Can the Trust be named as PSC?'}, 'trustName': {'type': 'string', 'description': 'Vault / settlement name. Example: Example Family Settlement 2026'}, 'assetValue': {'type': 'string', 'description': 'Optional indicative value of those assets. Example: 100000 GBP'}, 'companyName': {'type': 'string', 'description': 'Engine (limited company) name. Example: Example Ltd'}, 'jurisdiction': {'type': 'string', 'description': 'Governing law of the trust. Example: England and Wales'}, 'companyNumber': {'type': 'string', 'description': 'Companies House number. Example: 12345678'}, 'existingArrangements': {'type': 'string', 'description': 'Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd'}}, 'description': 'Structured Owner facts for Protocol coaching and portal field mapping', 'additionalProperties': True}, 'formFamily': {'enum': ['TRS', 'COMPANIES_HOUSE_PSC'], 'type': 'string', 'description': 'Portal family to map. Example: COMPANIES_HOUSE_PSC'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
prepare_submit_confirmation
Prepare submit confirmation
Create a one-time confirmation token required before confirm_and_submit. Show the token to the human Owner; do not submit without it.
可访问外部资源
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sessionId'], 'properties': {'sessionId': {'type': 'string', 'description': 'Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
request_user_action
Request owner action
Pause for Owner login, CAPTCHA, 2FA, or review in the Browserbase live view. Never ask the Owner to paste passwords into chat.
可访问外部资源
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sessionId', 'action'], 'properties': {'action': {'enum': ['login', 'captcha', '2fa', 'review'], 'type': 'string', 'description': 'Why the Owner must use the live view. Example: login'}, 'sessionId': {'type': 'string', 'description': 'Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
run_trust_intake
Run trust intake
Validate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['jurisdiction', 'objective', 'assets', 'settlor', 'parties'], 'properties': {'assets': {'type': 'string', 'description': 'Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd'}, 'parties': {'type': 'string', 'description': 'Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children'}, 'settlor': {'type': 'string', 'description': 'Person settling the Trust. Example: Alex Example'}, 'deadlines': {'type': 'string', 'description': 'Known filing or lender deadlines. Example: TRS within 90 days of the deed'}, 'objective': {'type': 'string', 'description': 'Why the Owner is setting up the Vault. Example: Family wealth planning'}, 'questions': {'type': 'string', 'description': 'Owner questions the Architect should address. Example: Can the Trust be named as PSC?'}, 'trustName': {'type': 'string', 'description': 'Vault / settlement name. Example: Example Family Settlement 2026'}, 'assetValue': {'type': 'string', 'description': 'Optional indicative value of those assets. Example: 100000 GBP'}, 'companyName': {'type': 'string', 'description': 'Engine (limited company) name. Example: Example Ltd'}, 'jurisdiction': {'type': 'string', 'description': 'Governing law of the trust. Example: England and Wales'}, 'companyNumber': {'type': 'string', 'description': 'Companies House number. Example: 12345678'}, 'existingArrangements': {'type': 'string', 'description': 'Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ok', 'missing', 'warnings', 'nextModules', 'boundary'], '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'}, 'boundary': {'type': 'string', 'description': 'Mandatory educational / non-advice boundary statement'}, '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'}}, 'additionalProperties': False}
search_book
Search Protocol book
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.
只读
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query'], 'properties': {'limit': {'type': 'integer', 'maximum': 10, 'minimum': 1, 'description': 'Maximum number of cited excerpts to return. Default 5. Example: 5'}, 'query': {'type': 'string', 'description': 'Search text using Protocol terms. Example: 95/5 equity split Vault PSC trustees'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['results', 'boundary'], 'properties': {'results': {'type': 'array', 'items': {'type': 'object', 'description': 'JSON object with string keys', 'additionalProperties': {}}, 'description': 'Ranked corpus hits with citation and excerpt'}, 'boundary': {'type': 'string', 'description': 'Mandatory educational / non-advice boundary statement'}}, 'additionalProperties': False}
start_browser_session
Start browser session
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.
可访问外部资源
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'reason': {'type': 'string', 'description': 'Why assisted mode is needed. Example: Owner asked for live TRS fill help'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id', 'liveViewUrl', 'mode', 'portalAuthenticated'], 'properties': {'id': {'type': 'string', 'description': 'Session id for later portal tools'}, 'mode': {'type': 'string', 'description': 'mock or browserbase'}, 'liveViewUrl': {'type': 'string', 'description': 'URL the Owner opens to see and control the remote browser'}, 'portalAuthenticated': {'type': 'boolean', 'description': 'False on a fresh session until Owner signs in via live view'}}, 'additionalProperties': False}
wait_for_user_ready
Wait for owner ready
After request_user_action(login|2fa), poll until the page leaves the sign-in surface (or timeout). Then continue fill.
可访问外部资源
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sessionId'], 'properties': {'pollMs': {'type': 'integer', 'maximum': 10000, 'minimum': 1000, 'description': 'Polling interval in milliseconds. Default 3000. Example: 3000'}, 'sessionId': {'type': 'string', 'description': 'Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789'}, 'timeoutMs': {'type': 'integer', 'maximum': 180000, 'minimum': 5000, 'description': 'How long to wait for sign-in in milliseconds. Default 90000. Example: 90000'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['boundary'], 'properties': {'boundary': {'type': 'string', 'description': 'Educational / non-advice boundary when the tool includes one'}}, 'additionalProperties': False}
历史
近期工具变更
已添加
get_legal_boundary
2026年9月17日 12:42
已添加
end_browser_session
2026年9月17日 12:42
已添加
confirm_and_submit
2026年9月17日 12:42
已添加
prepare_submit_confirmation
2026年9月17日 12:42
已添加
wait_for_user_ready
2026年9月17日 12:42
已添加
request_user_action
2026年9月17日 12:42
已添加
fill_fields
2026年9月17日 12:42
已添加
list_fillable_fields
2026年9月17日 12:42
已添加
explain_current_screen
2026年9月17日 12:42
已添加
open_portal
2026年9月17日 12:42
已添加
start_browser_session
2026年9月17日 12:42
已添加
get_self_serve_portal
2026年9月17日 12:42
已添加
list_implementation_modes
2026年9月17日 12:42
已添加
list_risk_flags
2026年9月17日 12:42
已添加
generate_review_bundle
2026年9月17日 12:42
已添加
prepare_portal_fill
2026年9月17日 12:42
已添加
draft_form_answers
2026年9月17日 12:42
已添加
run_trust_intake
2026年9月17日 12:42
已添加
get_companies_house_guidance
2026年9月17日 12:42
已添加
get_hmrc_guidance
2026年9月17日 12:42
已添加
list_modules
2026年9月17日 12:42
已添加
get_skill
2026年9月17日 12:42
已添加
list_skills
2026年9月17日 12:42
已添加
get_module_playbook
2026年9月17日 12:42
已添加
search_book
2026年9月17日 12:42
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