docs: use wealth history wording (#2885)

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Sure Admin (bot)
2026-08-01 21:54:59 +02:00
committed by GitHub
parent ffa328610b
commit 3d5e9efa01
5 changed files with 8 additions and 8 deletions

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@@ -7,8 +7,8 @@ module Assistant
}.freeze
# Statement Vault + provenance tools, for users who opted into preview features
# in Settings -> Preferences. They back the patrimonial agent-harness workflow
# documented in docs/llm-guides/patrimonial-agent-harness.md.
# in Settings -> Preferences. They back the wealth agent-harness workflow
# documented in docs/llm-guides/wealth-agent-harness.md.
PREVIEW_FUNCTION_CLASSES = [
Function::UploadAccountStatement,
Function::ListAccountStatements,

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@@ -461,8 +461,8 @@ the model and the compiler — rather than a feature inside Sure. Sure exposes a
set of preview MCP tools for it (the Statement Vault, coverage gaps, and
valuations that require a source citation).
See [Patrimonial history with an external agent harness](../llm-guides/patrimonial-agent-harness.md)
for which side owns what, and [the blueprint](../llm-guides/patrimonial-blueprint.md)
See [Wealth history with an external agent harness](../llm-guides/wealth-agent-harness.md)
for which side owns what, and [the blueprint](../llm-guides/wealth-blueprint.md)
it implements.
### Security with Pipelock

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@@ -132,7 +132,7 @@ permissions enforced in the web UI.
They exist for agents that maintain a document-backed record of a family's
wealth over time. See
[Patrimonial history with an external agent harness](../llm-guides/patrimonial-agent-harness.md).
[Wealth history with an external agent harness](../llm-guides/wealth-agent-harness.md).
## 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
inside Sure.
The model itself is specified by
[the wealth + tax blueprint](patrimonial-blueprint.md). This guide is the seam:
[the wealth + tax blueprint](wealth-blueprint.md). This guide is the seam:
which half owns what, which MCP tool serves which layer of the blueprint, and
which invariants Sure cannot enforce for you.
@@ -213,7 +213,7 @@ Worth knowing before you promise the user something:
## See also
- [The wealth + tax blueprint](patrimonial-blueprint.md) — the full spec.
- [The wealth + tax blueprint](wealth-blueprint.md) — the full spec.
- [MCP Server for External AI Assistants](../hosting/mcp.md) — endpoint,
authentication, tool list.
- [External AI Assistant configuration](../hosting/ai.md#openclaw-gateway-example)

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@@ -8,7 +8,7 @@
>
> For how the two halves fit together — which layer Sure owns, which MCP tools
> serve which section, and what the harness must own itself — read
> [the patrimonial agent harness guide](patrimonial-agent-harness.md) first.
> [the wealth agent harness guide](wealth-agent-harness.md) first.
>
> The document is reproduced verbatim as supplied. It contains no real names,
> institutions, positions, amounts or identifiers.