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docs: use wealth history wording (#2885)
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@@ -7,8 +7,8 @@ module Assistant
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}.freeze
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# Statement Vault + provenance tools, for users who opted into preview features
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# in Settings -> Preferences. They back the patrimonial agent-harness workflow
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# documented in docs/llm-guides/patrimonial-agent-harness.md.
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# in Settings -> Preferences. They back the wealth agent-harness workflow
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# documented in docs/llm-guides/wealth-agent-harness.md.
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PREVIEW_FUNCTION_CLASSES = [
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Function::UploadAccountStatement,
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Function::ListAccountStatements,
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@@ -461,8 +461,8 @@ the model and the compiler — rather than a feature inside Sure. Sure exposes a
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set of preview MCP tools for it (the Statement Vault, coverage gaps, and
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valuations that require a source citation).
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See [Patrimonial history with an external agent harness](../llm-guides/patrimonial-agent-harness.md)
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for which side owns what, and [the blueprint](../llm-guides/patrimonial-blueprint.md)
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See [Wealth history with an external agent harness](../llm-guides/wealth-agent-harness.md)
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for which side owns what, and [the blueprint](../llm-guides/wealth-blueprint.md)
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it implements.
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### Security with Pipelock
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@@ -132,7 +132,7 @@ permissions enforced in the web UI.
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They exist for agents that maintain a document-backed record of a family's
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wealth over time. See
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[Patrimonial history with an external agent harness](../llm-guides/patrimonial-agent-harness.md).
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[Wealth history with an external agent harness](../llm-guides/wealth-agent-harness.md).
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## Example Requests
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@@ -5,7 +5,7 @@ back to the document it came from — on top of Sure, without putting that model
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inside Sure.
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The model itself is specified by
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[the wealth + tax blueprint](patrimonial-blueprint.md). This guide is the seam:
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[the wealth + tax blueprint](wealth-blueprint.md). This guide is the seam:
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which half owns what, which MCP tool serves which layer of the blueprint, and
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which invariants Sure cannot enforce for you.
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@@ -213,7 +213,7 @@ Worth knowing before you promise the user something:
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## See also
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- [The wealth + tax blueprint](patrimonial-blueprint.md) — the full spec.
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- [The wealth + tax blueprint](wealth-blueprint.md) — the full spec.
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- [MCP Server for External AI Assistants](../hosting/mcp.md) — endpoint,
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authentication, tool list.
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- [External AI Assistant configuration](../hosting/ai.md#openclaw-gateway-example)
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@@ -8,7 +8,7 @@
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>
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> For how the two halves fit together — which layer Sure owns, which MCP tools
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> serve which section, and what the harness must own itself — read
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> [the patrimonial agent harness guide](patrimonial-agent-harness.md) first.
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> [the wealth agent harness guide](wealth-agent-harness.md) first.
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>
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> The document is reproduced verbatim as supplied. It contains no real names,
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> institutions, positions, amounts or identifiers.
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