Connection check
verified live · 27h ago
blackbook-advisor
Purchaser-gated MCP for Vault, HMRC TRS, 95/5 equity, and Companies House PSC.
Tools
25
GitHub stars
—
Installs / wk
—
Licence
—
Transport
streamable-http
Last checked
27h ago
Tools & capabilities
25 toolsRead from the running server on 27h ago.
confirm_and_submit
can modify data
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. 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.
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. Draft preparation notes for TRS, IHT100, IHT400, and related professional-review questions from a completed intake. Label as a Protocol guide for solicitor execution.
end_browser_session
can modify data
sessionId*
Tear down the assisted browser session. No credentials are persisted. Safe to call more than once for the same id after expiry. Tear down the assisted browser session. No credentials are persisted. Safe to call more than once for the same id after expiry.
explain_current_screen
read-only
sessionId*
Summarise the current portal page: URL, text excerpt, fillable fields, Protocol hint, signedInLikely. Summarise the current portal page: URL, text excerpt, fillable fields, Protocol hint, signedInLikely.
fill_fields
fields*sessionId*
Fill non-secret form fields (label/placeholder/name). Never passwords, OTPs, or Companies House auth codes. Fill non-secret form fields (label/placeholder/name). Never passwords, OTPs, or Companies House auth codes.
generate_review_bundle
formatintake*
Generate a cited professional-review bundle from a completed intake for the Owner to take to a solicitor or CTA. Generate a cited professional-review bundle from a completed intake for the Owner to take to a solicitor or CTA.
get_companies_house_guidance
read-only
topic*
Retrieve approved Companies House / PSC / WebFiling guidance. PSC filings name individuals (trustees), never the Trust itself. Retrieve approved Companies House / PSC / WebFiling guidance. PSC filings name individuals (trustees), never the Trust itself.
get_hmrc_guidance
read-only
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. 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.
get_legal_boundary
read-only
audience
Return the mandatory educational / non-advice boundary statement. Call when the Owner asks if this is legal advice. Return the mandatory educational / non-advice boundary statement. Call when the Owner asks if this is legal advice.
get_module_playbook
read-only
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). Mo… 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.
get_self_serve_portal
read-only
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 browser… 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.
get_skill
read-only
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. 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.
list_fillable_fields
read-only
sessionId*
Inventory visible non-secret form controls (label/name/type) on the current portal page. Use to align prepare_portal_fill keys. Inventory visible non-secret form controls (label/name/type) on the current portal page. Use to align prepare_portal_fill keys.
list_implementation_modes
read-only
preferred
List Owner choices: self_serve (own browser + guidance) vs assisted (Browserbase live view + optional fill). Ask before starting co-pilot. List Owner choices: self_serve (own browser + guidance) vs assisted (Browserbase live view + optional fill). Ask before starting co-pilot.
list_modules
read-only
query
List available Protocol advisor modules in coaching order. List available Protocol advisor modules in coaching order.
list_risk_flags
read-only
intake*
Return legal, tax, and practical red flags detected from customer facts (settlor-as-beneficiary, lender consent, offshore, time pressure). Return legal, tax, and practical red flags detected from customer facts (settlor-as-beneficiary, lender consent, offshore, time pressure).
list_skills
read-only
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. 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.
open_portal
portalId*sessionId*
Navigate the assisted session to an allowlisted portal: trs, trs_manage, companies_house_webfiling, or companies_house_psc. Navigate the assisted session to an allowlisted portal: trs, trs_manage, companies_house_webfiling, or companies_house_psc.
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_f… 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.
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. Create a one-time confirmation token required before confirm_and_submit. Show the token to the human Owner; do not submit without it.
request_user_action
action*sessionId*
Pause for Owner login, CAPTCHA, 2FA, or review in the Browserbase live view. Never ask the Owner to paste passwords into chat. Pause for Owner login, CAPTCHA, 2FA, or review in the Browserbase live view. Never ask the Owner to paste passwords into chat.
run_trust_intake
assets*parties*settlor*deadlinesobjective*questions
+6
Validate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals. Validate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.
search_book
read-only
limitquery*
REQUIRED before substantive Protocol answers. Search approved Blackbook Protocol passages and return cited excerpts. Prefer Protocol vocabulary from hits over generic UK legal advi… 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.
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… 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.
wait_for_user_ready
pollMssessionId*timeoutMs