A user wants to manage patrimonial history — a document-backed record of a
family's wealth where every figure traces back to the statement it came from —
by pointing an external agent harness at Sure. That model belongs in the
harness, not in Sure: it needs numbered build deltas, golden tests and closed
periods that a mutable Postgres row cannot provide.
What Sure was missing was the seam. The Statement Vault already does most of
the work — original bytes retained, SHA-256 dedup, period detection, account
matching with a confidence score, reconciliation against ledger balances, and a
month-by-month coverage map — but it is reachable only from the web UI. An
agent could not archive a document, cite one, or check for gaps.
Adds five preview MCP tools over what already exists, plus a citation grammar
for values the agent writes:
- upload_account_statement, list_account_statements, get_account_statement,
get_statement_coverage
- record_valuation, whose source citation is parsed rather than trusted:
["estimated: "] citation [" (grade: A|B|C)"]. An uncited or free-styled
value is rejected at the write boundary instead of landing in the ledger
looking authoritative.
link and reject are deliberately not exposed. Attaching a statement to an
account is the human's decision, and the vault UI is where it is made; the
agent reports the suggested match and stops there.
Assistant.function_classes now takes a user so preview tools stay out of the
default surface. They are hidden from tools/list and not callable by name
without the preference enabled, and the vault tools re-check the manager role
and per-account permissions, since MCP calls never pass through a controller.
Docs: the blueprint this implements, and a guide covering which side owns which
layer, the vocabulary map between the two, the monthly runbook, and the gaps
(non-user holders, non-statement documents, one value per date).
No migrations, no API endpoints, no UI.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn
