Personal finance for your AI agent: money goals, a budget, and a weekly review of your accounts.
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Scored across 11 tools
Most tools target clearly distinct operations (open, write, preview, visualize, schema, connections, changes), but candor_get (single typed object / GET operation) and candor_query (paged dataset rows) overlap on resources like accounts and transactions, and candor_snapshot adds a third read path. The detailed descriptions clarify the boundaries, though misselection between get/query/snapshot is still possible.
Every tool uses the same candor_ prefix with snake_case, and names are largely verb-oriented (get, open, preview, query, write, visualize) or clean noun labels (changes, connections, schema, snapshot). The pattern is predictable throughout with no mixing of conventions.
Eleven tools is a well-scoped set for a finance agent surface spanning opening, reading, writing, previewing, and visualization. The only bloat is candor_configure_overview, which is explicitly retired and does nothing, so it does not truly earn its place.
The surface covers the full lifecycle: workspace opening (open), typed reads (get/query/snapshot/changes), schema discovery (schema), data refresh (connections), non-mutating preview (preview), mutation (write), and visualization (visualize). Deliberate exclusions like moving money are stated scope limits, not gaps.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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+ "type": "string"
+ }
+ },
+ "required": [
+ "id",
+ "agent",
+ "changed_domains",
+ "created_at",
+ "data_domains",
+ "operation",
+ "status"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "operations_truncated": {
+ "type": "boolean"
+ },
+ "outcome": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "reason": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "state": {
+ "enum": [
+ "changed",
+ "incomplete",
+ "in_progress",
+ "problem",
+ "read_only"
+ ],
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "failed",
+ "refused",
+ "started",
+ "succeeded"
+ ],
+ "type": "string"
+ }
+ },
+ "required": [
+ "id",
+ "changed_domains",
+ "created_at",
+ "data_domains",
+ "last_activity_at",
+ "operation",
+ "operations",
+ "operations_truncated",
+ "reason",
+ "state",
+ "status"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "title": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "version": {
+ "const": "dashboard_panel.v2",
+ "type": "string"
+ },
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "required": [
+ "caveats",
+ "context",
+ "data_as_of",
+ "generated_at",
+ "presentation",
+ "range",
+ "title",
+ "version",
+ "view_url",
+ "has_earlier",
+ "id",
+ "rows"
+ ],
+ "type": "object"
+ }
+ ]
+ },
+ "maxItems": 5,
+ "minItems": 1,
+ "type": "array"
+ },
+ "version": {
+ "const": "dashboard_visual.v2",
+ "type": "string"
+ },
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "required": [
+ "panels",
+ "version",
+ "view_url"
+ ],
+ "type": "object"
+ },
+ {
+ "additionalProperties": false,
+ "properties": {
+ "action": {
+ "additionalProperties": false,
+ "properties": {
+ "completed_at": {
+ "type": "string"
+ },
+ "created_at": {
+ "type": "string"
+ },
+ "id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "operation": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "parent_action_id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "reason": {
+ "maxLength": 280,
+ "minLength": 1,
+ "type": "string"
+ },
+ "root_action_id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "started",
+ "succeeded",
+ "refused",
+ "failed"
+ ],
+ "type": "string"
+ },
+ "task_key": {
+ "maxLength": 128,
+ "minLength": 1,
+ "type": "string"
+ }
+ },
+ "required": [
+ "created_at",
+ "id",
+ "operation",
+ "reason",
+ "root_action_id",
+ "status"
+ ],
+ "type": "object"
+ },
+ "data": {},
+ "data_freshness": {
+ "additionalProperties": false,
+ "properties": {
+ "balances_last_synced_at": {
+ "type": "string"
+ },
+ "coverage": {
+ "enum": [
+ "complete",
+ "partial",
+ "stale",
+ "unavailable"
+ ],
+ "type": "string"
+ },
+ "holdings_last_synced_at": {
+ "type": "string"
+ },
+ "transactions_last_synced_at": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "coverage"
+ ],
+ "type": "object"
+ },
+ "errors": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "code": {
+ "type": "string"
+ },
+ "expires_at": {
+ "type": "string"
+ },
+ "idempotency_key": {
+ "maxLength": 128,
+ "minLength": 16,
+ "pattern": "^[\\x20-\\x7e]+$",
+ "type": "string"
+ },
+ "message": {
+ "type": "string"
+ },
+ "recovery_url": {
+ "type": "string"
+ },
+ "required_capability": {
+ "type": "string"
+ },
+ "retry_after_seconds": {
+ "exclusiveMinimum": 0,
+ "maximum": 9007199254740991,
+ "type": "integer"
+ },
+ "retryable": {
+ "type": "boolean"
+ },
+ "suggested_command": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "code",
+ "message",
+ "retryable"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "generated_at": {
+ "type": "string"
+ },
+ "metadata": {
+ "additionalProperties": {},
+ "properties": {
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ "next_actions": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "args": {
+ "additionalProperties": {
+ "$ref": "#/$defs/__schema0"
+ },
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+ },
+ "command": {
+ "type": "string"
+ },
+ "intent": {
+ "type": "string"
+ },
+ "shell": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "args",
+ "command",
+ "intent",
+ "shell"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "request_id": {
+ "type": "string"
+ },
+ "schema_version": {
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "success",
+ "partial_success",
+ "action_required",
+ "error"
+ ],
+ "type": "string"
+ },
+ "user_message": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "warnings": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "code": {
+ "type": "string"
+ },
+ "message": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "code",
+ "message"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ }
+ },
+ "required": [
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+ ],
+ "type": "object"
+ }
+]candor_configure_overview19 fields changedInput schema / additionalPropertiesRemoved value: -falseInput schema / properties / idempotency_key / descriptionRemoved value: -"Stable opaque identity for one logical POST. Reuse only with the same method, path, actor, and body for transport retries. A completed receipt replays its original result, including a refusal; changed input with the same key is rejected. After a refused action and access recovery, use a new key for the new attempt. Follow retryable and recovery guidance if the operation is still running or its outcome is unknown. If omitted, MCP derives a key from this request identity; use an explicit key to deduplicate separate tool invocations."Input schema / properties / idempotency_key / maxLengthRemoved value: -128Input schema / properties / idempotency_key / minLengthRemoved value: -16Input schema / properties / panels / items / enumRemoved value: -[
- "net-position",
- "cash-flow",
- "recent-transactions",
- "holdings",
- "investments",
- "spending",
- "budget-status",
- "goals",
- "coming-up",
- "agent-activity"
-]Input schema / properties / panels / maxItemsRemoved value: -5Input schema / properties / panels / minItemsRemoved value: -5Input schema / properties / parent_action / descriptionRemoved value: -"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."Input schema / properties / parent_action / minLengthRemoved value: -1Input schema / properties / reason / descriptionRemoved value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / reason / maxLengthRemoved value: -280Input schema / properties / reason / minLengthRemoved value: -1Input schema / properties / task_key / descriptionRemoved value: -"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / properties / task_key / minLengthRemoved value: -1Input schema / requiredRemoved value: -[
- "panels"
-]Output schema / additionalPropertiesAdded value: +falseOutput schema / anyOfRemoved value: -[
- {
- "additionalProperties": false,
- "properties": {
- "panels": {
- "items": {
- "enum": [
- "net-position",
- "cash-flow",
- "recent-transactions",
- "holdings",
- "investments",
- "spending",
- "budget-status",
- "goals",
- "coming-up",
- "agent-activity"
- ],
- "type": "string"
- },
- "maxItems": 5,
- "minItems": 5,
- "type": "array"
- },
- "version": {
- "const": "dashboard.v1",
- "type": "string"
- }
- },
- "required": [
- "panels",
- "version"
- ],
- "type": "object"
- },
- {
- "additionalProperties": false,
- "properties": {
- "action": {
- "additionalProperties": false,
- "properties": {
- "completed_at": {
- "type": "string"
- },
- "created_at": {
- "type": "string"
- },
- "id": {
- "minLength": 1,
- "type": "string"
- },
- "operation": {
- "minLength": 1,
- "type": "string"
- },
- "parent_action_id": {
- "minLength": 1,
- "type": "string"
- },
- "reason": {
- "maxLength": 280,
- "minLength": 1,
- "type": "string"
- },
- "root_action_id": {
- "minLength": 1,
- "type": "string"
- },
- "status": {
- "enum": [
- "started",
- "succeeded",
- "refused",
- "failed"
- ],
- "type": "string"
- },
- "task_key": {
- "maxLength": 128,
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "created_at",
- "id",
- "operation",
- "reason",
- "root_action_id",
- "status"
- ],
- "type": "object"
- },
- "data": {},
- "data_freshness": {
- "additionalProperties": false,
- "properties": {
- "balances_last_synced_at": {
- "type": "string"
- },
- "coverage": {
- "enum": [
- "complete",
- "partial",
- "stale",
- "unavailable"
- ],
- "type": "string"
- },
- "holdings_last_synced_at": {
- "type": "string"
- },
- "transactions_last_synced_at": {
- "type": "string"
- }
- },
- "required": [
- "coverage"
- ],
- "type": "object"
- },
- "errors": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "code": {
- "type": "string"
- },
- "expires_at": {
- "type": "string"
- },
- "idempotency_key": {
- "maxLength": 128,
- "minLength": 16,
- "pattern": "^[\\x20-\\x7e]+$",
- "type": "string"
- },
- "message": {
- "type": "string"
- },
- "recovery_url": {
- "type": "string"
- },
- "required_capability": {
- "type": "string"
- },
- "retry_after_seconds": {
- "exclusiveMinimum": 0,
- "maximum": 9007199254740991,
- "type": "integer"
- },
- "retryable": {
- "type": "boolean"
- },
- "suggested_command": {
- "type": "string"
- }
- },
- "required": [
- "code",
- "message",
- "retryable"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "generated_at": {
- "type": "string"
- },
- "metadata": {
- "additionalProperties": {},
- "properties": {
- "view_url": {
- "format": "uri",
- "type": "string"
- }
- },
- "type": "object"
- },
- "next_actions": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "args": {
- "additionalProperties": {
- "$ref": "#/$defs/__schema0"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- },
- "command": {
- "type": "string"
- },
- "intent": {
- "type": "string"
- },
- "shell": {
- "type": "string"
- }
- },
- "required": [
- "args",
- "command",
- "intent",
- "shell"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "request_id": {
- "type": "string"
- },
- "schema_version": {
- "type": "string"
- },
- "status": {
- "enum": [
- "success",
- "partial_success",
- "action_required",
- "error"
- ],
- "type": "string"
- },
- "user_message": {
- "minLength": 1,
- "type": "string"
- },
- "warnings": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "code": {
- "type": "string"
- },
- "message": {
- "type": "string"
- }
- },
- "required": [
- "code",
- "message"
- ],
- "type": "object"
- },
- "type": "array"
- }
- },
- "required": [
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "warnings"
- ],
- "type": "object"
- }
-]Output schema / propertiesAdded value: +{
+ "action": {
+ "additionalProperties": false,
+ "properties": {
+ "completed_at": {
+ "type": "string"
+ },
+ "created_at": {
+ "type": "string"
+ },
+ "id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "operation": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "parent_action_id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "reason": {
+ "maxLength": 280,
+ "minLength": 1,
+ "type": "string"
+ },
+ "root_action_id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "started",
+ "succeeded",
+ "refused",
+ "failed"
+ ],
+ "type": "string"
+ },
+ "task_key": {
+ "maxLength": 128,
+ "minLength": 1,
+ "type": "string"
+ }
+ },
+ "required": [
+ "created_at",
+ "id",
+ "operation",
+ "reason",
+ "root_action_id",
+ "status"
+ ],
+ "type": "object"
+ },
+ "data": {},
+ "data_freshness": {
+ "additionalProperties": false,
+ "properties": {
+ "balances_last_synced_at": {
+ "type": "string"
+ },
+ "coverage": {
+ "enum": [
+ "complete",
+ "partial",
+ "stale",
+ "unavailable"
+ ],
+ "type": "string"
+ },
+ "holdings_last_synced_at": {
+ "type": "string"
+ },
+ "transactions_last_synced_at": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "coverage"
+ ],
+ "type": "object"
+ },
+ "errors": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "code": {
+ "type": "string"
+ },
+ "expires_at": {
+ "type": "string"
+ },
+ "idempotency_key": {
+ "maxLength": 128,
+ "minLength": 16,
+ "pattern": "^[\\x20-\\x7e]+$",
+ "type": "string"
+ },
+ "message": {
+ "type": "string"
+ },
+ "recovery_url": {
+ "type": "string"
+ },
+ "required_capability": {
+ "type": "string"
+ },
+ "retry_after_seconds": {
+ "exclusiveMinimum": 0,
+ "maximum": 9007199254740991,
+ "type": "integer"
+ },
+ "retryable": {
+ "type": "boolean"
+ },
+ "suggested_command": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "code",
+ "message",
+ "retryable"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "generated_at": {
+ "type": "string"
+ },
+ "metadata": {
+ "additionalProperties": {},
+ "properties": {
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ "next_actions": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "args": {
+ "additionalProperties": {
+ "$ref": "#/$defs/__schema0"
+ },
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+ },
+ "command": {
+ "type": "string"
+ },
+ "intent": {
+ "type": "string"
+ },
+ "shell": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "args",
+ "command",
+ "intent",
+ "shell"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "request_id": {
+ "type": "string"
+ },
+ "schema_version": {
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "success",
+ "partial_success",
+ "action_required",
+ "error"
+ ],
+ "type": "string"
+ },
+ "user_message": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "warnings": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "code": {
+ "type": "string"
+ },
+ "message": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "code",
+ "message"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ }
+}Output schema / requiredAdded value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_visualize1 field changedOutput schema / anyOfPrevious value: -[
- {
- "additionalProperties": false,
- "properties": {
- "panels": {
- "items": {
- "oneOf": [
- {
- "additionalProperties": false,
- "properties": {
- "account_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "asset_accounts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "balance": {
- "maxLength": 32,
- "type": "string"
- },
- "category": {
- "minLength": 1,
- "type": "string"
- },
- "id": {
- "minLength": 1,
- "type": "string"
- },
- "institution": {
- "minLength": 1,
- "type": "string"
- },
- "mask": {
- "type": "string"
- },
- "name": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "as_of",
- "category",
- "id",
- "name"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "assets": {
- "maxLength": 32,
- "type": "string"
- },
- "caveats": {
- "items": {
- "type": "string"
- },
- "type": "array"
- },
- "context": {
- "additionalProperties": false,
- "properties": {
- "summary": {
- "minLength": 1,
- "type": "string"
- },
- "talking_points": {
- "items": {
- "minLength": 1,
- "type": "string"
- },
- "type": "array"
- },
- "visible_facts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "value": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "label",
- "value"
- ],
- "type": "object"
- },
- "type": "array"
- }
- },
- "required": [
- "summary",
- "talking_points",
- "visible_facts"
- ],
- "type": "object"
- },
- "data_as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "generated_at": {
- "type": "string"
- },
- "id": {
- "const": "net-position",
- "type": "string"
- },
- "liabilities": {
- "maxLength": 32,
- "type": "string"
- },
- "liability_accounts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "balance": {
- "maxLength": 32,
- "type": "string"
- },
- "category": {
- "minLength": 1,
- "type": "string"
- },
- "id": {
- "minLength": 1,
- "type": "string"
- },
- "institution": {
- "minLength": 1,
- "type": "string"
- },
- "mask": {
- "type": "string"
- },
- "name": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "as_of",
- "category",
- "id",
- "name"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "net": {
- "maxLength": 32,
- "type": "string"
- },
- "period_change": {
- "additionalProperties": false,
- "properties": {
- "assets": {
- "anyOf": [
- {
- "additionalProperties": false,
- "properties": {
- "amount": {
- "maxLength": 32,
- "type": "string"
- },
- "percent": {
- "anyOf": [
- {
- "type": "number"
- },
- {
- "type": "null"
- }
- ]
- },
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+ "has_earlier": {
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+ "maxItems": 5,
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+ "type": "string"
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+ "view_url": {
+ "format": "uri",
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+ "properties": {
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+ "type": "object"
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+]candor_changes1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_configure_overview1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_connections1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_get1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_open1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_preview1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_query1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_schema2 fields changedInput schema / properties / operation / descriptionPrevious value: -"One exact operation id whose accepted_args, input_schema when applicable, and invocation shape to return. Cannot be combined with dataset or query."New value: +"One exact operation id whose accepted_args with each query argument's type, allowed values, and meaning (arg_details), input_schema when applicable, and invocation shape to return. Cannot be combined with dataset or query."Input schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_snapshot1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_visualize1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_write1 field changedInput schema / properties / parent_action / descriptionPrevious value: -"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."New value: +"Existing action id in this workspace, typically returned in next_actions, that this continuation follows. A continuation with the parent's reason joins the parent's root action, whether the reason is omitted (it is then inherited) or repeated exactly; a distinct explicit reason is preserved and starts a new root that keeps this parent link. Fixed-reason orientation operations always start a new root. Omit for a new root action."candor_query1 field changedInput schema / properties / dataset / enumPrevious value: -[
- "properties",
- "accounts",
- "balances",
- "account_terms",
- "transactions",
- "coverage",
- "recurring",
- "holdings",
- "holding_valuations",
- "investment_transactions",
- "budgets",
- "goals",
- "rules",
- "categories",
- "changes",
- "actions"
-]New value: +[
+ "properties",
+ "accounts",
+ "balances",
+ "account_terms",
+ "transactions",
+ "coverage",
+ "recurring",
+ "holdings",
+ "holding_valuations",
+ "investment_transactions",
+ "budgets",
+ "goals",
+ "rules",
+ "categories",
+ "cashflow",
+ "changes",
+ "actions"
+]candor_schema1 field changedInput schema / properties / dataset / enumPrevious value: -[
- "properties",
- "accounts",
- "balances",
- "account_terms",
- "transactions",
- "coverage",
- "recurring",
- "holdings",
- "holding_valuations",
- "investment_transactions",
- "budgets",
- "goals",
- "rules",
- "categories",
- "changes",
- "actions"
-]New value: +[
+ "properties",
+ "accounts",
+ "balances",
+ "account_terms",
+ "transactions",
+ "coverage",
+ "recurring",
+ "holdings",
+ "holding_valuations",
+ "investment_transactions",
+ "budgets",
+ "goals",
+ "rules",
+ "categories",
+ "cashflow",
+ "changes",
+ "actions"
+]candor_snapshot2 fields changedInput schema / properties / datasets / items / enumPrevious value: -[
- "properties",
- "accounts",
- "balances",
- "account_terms",
- "transactions",
- "coverage",
- "recurring",
- "holdings",
- "holding_valuations",
- "investment_transactions",
- "budgets",
- "goals",
- "rules",
- "categories",
- "changes",
- "actions"
-]New value: +[
+ "properties",
+ "accounts",
+ "balances",
+ "account_terms",
+ "transactions",
+ "coverage",
+ "recurring",
+ "holdings",
+ "holding_valuations",
+ "investment_transactions",
+ "budgets",
+ "goals",
+ "rules",
+ "categories",
+ "cashflow",
+ "changes",
+ "actions"
+]Input schema / properties / datasets / maxItemsPrevious value: -16New value: +17candor_visualize1 field changedOutput schema / anyOfPrevious value: -[
- {
- "additionalProperties": false,
- "properties": {
- "panels": {
- "items": {
- "oneOf": [
- {
- "additionalProperties": false,
- "properties": {
- "account_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "asset_accounts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "balance": {
- "maxLength": 32,
- "type": "string"
- },
- "category": {
- "minLength": 1,
- "type": "string"
- },
- "id": {
- "minLength": 1,
- "type": "string"
- },
- "institution": {
- "minLength": 1,
- "type": "string"
- },
- "mask": {
- "type": "string"
- },
- "name": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "as_of",
- "category",
- "id",
- "name"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "assets": {
- "maxLength": 32,
- "type": "string"
- },
- "caveats": {
- "items": {
- "type": "string"
- },
- "type": "array"
- },
- "context": {
- "additionalProperties": false,
- "properties": {
- "summary": {
- "minLength": 1,
- "type": "string"
- },
- "talking_points": {
- "items": {
- "minLength": 1,
- "type": "string"
- },
- "type": "array"
- },
- "visible_facts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "value": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "label",
- "value"
- ],
- "type": "object"
- },
- "type": "array"
- }
- },
- "required": [
- "summary",
- "talking_points",
- "visible_facts"
- ],
- "type": "object"
- },
- "data_as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "generated_at": {
- "type": "string"
- },
- "id": {
- "const": "net-position",
- "type": "string"
- },
- "liabilities": {
- "maxLength": 32,
- "type": "string"
- },
- "liability_accounts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "balance": {
- "maxLength": 32,
- "type": "string"
- },
- "category": {
- "minLength": 1,
- "type": "string"
- },
- "id": {
- "minLength": 1,
- "type": "string"
- },
- "institution": {
- "minLength": 1,
- "type": "string"
- },
- "mask": {
- "type": "string"
- },
- "name": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "as_of",
- "category",
- "id",
- "name"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "net": {
- "maxLength": 32,
- "type": "string"
- },
- "period_change": {
- "additionalProperties": false,
- "properties": {
- "assets": {
- "anyOf": [
- {
- "additionalProperties": false,
- "properties": {
- "amount": {
- "maxLength": 32,
- "type": "string"
- },
- "percent": {
- "anyOf": [
- {
- "type": "number"
- },
- {
- "type": "null"
- }
- ]
- },
- "since": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "amount",
- "percent",
- "since"
- ],
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "liabilities": {
- "anyOf": [
- {
- "additionalProperties": false,
- "properties": {
- "amount": {
- "maxLength": 32,
- "type": "string"
- },
- "percent": {
- "anyOf": [
- {
- "type": "number"
- },
- {
- "type": "null"
- }
- ]
- },
- "since": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "amount",
- "percent",
- "since"
- ],
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "net": {
- "anyOf": [
- {
- "additionalProperties": false,
- "properties": {
- "amount": {
- "maxLength": 32,
- "type": "string"
- },
- "percent": {
- "anyOf": [
- {
- "type": "number"
- },
- {
- "type": "null"
- }
- ]
- },
- "since": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "amount",
- "percent",
- "since"
- ],
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "assets",
- "liabilities",
- "net"
- ],
- "type": "object"
- },
- "presentation": {
- "enum": [
- "summary",
- "detail"
- ],
- "type": "string"
- },
- "property_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "range": {
- "additionalProperties": false,
- "properties": {
- "from": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- },
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "preset": {
- "enum": [
- "1w",
- "1m",
- "3m",
- "ytd",
- "1y"
- ],
- "type": "string"
- },
- "to": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "from",
- "label",
- "to"
- ],
- "type": "object"
- },
- "series": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "date": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- },
- "provenance": {
- "minLength": 1,
- "type": "string"
- },
- "value": {
- "maxLength": 32,
- "type": "string"
- }
- },
- "required": [
- "date",
- "provenance",
- "value"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "title": {
- "minLength": 1,
- "type": "string"
- },
- "version": {
- "const": "dashboard_panel.v1",
- "type": "string"
- },
- "view_url": {
- "format": "uri",
- "type": "string"
- }
- },
- "required": [
- "caveats",
- "context",
- "data_as_of",
- "generated_at",
- "presentation",
- "range",
- "title",
- "version",
- "view_url",
- "id",
- "account_count",
- "asset_accounts",
- "assets",
- "liability_accounts",
- "liabilities",
- "net",
- "period_change",
- "series"
- ],
- "type": "object"
- },
- {
- "additionalProperties": false,
- "properties": {
- "caveats": {
- "items": {
- "type": "string"
- },
- "type": "array"
- },
- "context": {
- "additionalProperties": false,
- "properties": {
- "summary": {
- "minLength": 1,
- "type": "string"
- },
- "talking_points": {
- "items": {
- "minLength": 1,
- "type": "string"
- },
- "type": "array"
- },
- "visible_facts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "value": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "label",
- "value"
- ],
- "type": "object"
- },
- "type": "array"
- }
- },
- "required": [
- "summary",
- "talking_points",
- "visible_facts"
- ],
- "type": "object"
- },
- "data_as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "generated_at": {
- "type": "string"
- },
- "id": {
- "const": "cash-flow",
- "type": "string"
- },
- "income": {
- "maxLength": 32,
- "type": "string"
- },
- "net": {
- "maxLength": 32,
- "type": "string"
- },
- "periods": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "end": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- },
- "income": {
- "maxLength": 32,
- "type": "string"
- },
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "net": {
- "maxLength": 32,
- "type": "string"
- },
- "spending": {
- "maxLength": 32,
- "type": "string"
- },
- "start": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "end",
- "label",
- "start",
- "income",
- "net",
- "spending"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "presentation": {
- "enum": [
- "summary",
- "detail"
- ],
- "type": "string"
- },
- "range": {
- "additionalProperties": false,
- "properties": {
- "from": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- },
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "preset": {
- "enum": [
- "1w",
- "1m",
- "3m",
- "ytd",
- "1y"
- ],
- "type": "string"
- },
- "to": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "from",
- "label",
- "to"
- ],
- "type": "object"
- },
- "spending": {
- "maxLength": 32,
- "type": "string"
- },
- "title": {
- "minLength": 1,
- "type": "string"
- },
- "transaction_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "version": {
- "const": "dashboard_panel.v1",
- "type": "string"
- },
- "view_url": {
- "format": "uri",
- "type": "string"
- }
- },
- "required": [
- "caveats",
- "context",
- "data_as_of",
- "generated_at",
- "presentation",
- "range",
- "title",
- "version",
- "view_url",
- "id",
- "income",
- "net",
- "periods",
- "spending",
- "transaction_count"
- ],
- "type": "object"
- },
- {
- "additionalProperties": false,
- "properties": {
- "caveats": {
- "items": {
- "type": "string"
- },
- "type": "array"
- },
- "context": {
- "additionalProperties": false,
- "properties": {
- "summary": {
- "minLength": 1,
- "type": "string"
- },
- "talking_points": {
- "items": {
- "minLength": 1,
- "type": "string"
- },
- "type": "array"
- },
- "visible_facts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "value": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "label",
- "value"
- ],
- "type": "object"
- },
- "type": "array"
- }
- },
- "required": [
- "summary",
- "talking_points",
- "visible_facts"
- ],
- "type": "object"
- },
- "data_as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "generated_at": {
- "type": "string"
- },
- "id": {
- "const": "recent-transactions",
- "type": "string"
- },
- "presentation": {
- "enum": [
- "summary",
- "detail"
- ],
- "type": "string"
- },
- "range": {
- "additionalProperties": false,
- "properties": {
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+ "enum": [
+ "success",
+ "partial_success",
+ "action_required",
+ "error"
+ ],
+ "type": "string"
+ },
+ "user_message": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "warnings": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "code": {
+ "type": "string"
+ },
+ "message": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "code",
+ "message"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ }
+ },
+ "required": [
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+ ],
+ "type": "object"
+ }
+]candor_changes1 field changedInput schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_configure_overview1 field changedInput schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_connections4 fields changedInput schema / properties / args / descriptionPrevious value: -"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."New value: +"The selected operation's accepted_args, as published in its contract, including declared shorthand such as the open.acknowledge checkpoint. Action context such as parent_action is a top-level field, not an argument. Request-body fields belong in input unless the operation accepts them as shorthand args."Input schema / properties / input / descriptionPrevious value: -"Inline request body matching the operation input schema returned by candor_schema. Put fields such as a note's about link inside this object."New value: +"Inline request body matching the operation's published input schema. Fields such as a note's about link belong inside this object."Input schema / properties / operation / descriptionPrevious value: -"Exact operation id from candor_schema, such as notes.create. Use the tool indicated by its calls.mcp or next_call."New value: +"Exact operation id from the Candor operation catalog, such as notes.create."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_get4 fields changedInput schema / properties / args / descriptionPrevious value: -"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."New value: +"The selected operation's accepted_args, as published in its contract, including declared shorthand such as the open.acknowledge checkpoint. Action context such as parent_action is a top-level field, not an argument. Request-body fields belong in input unless the operation accepts them as shorthand args."Input schema / properties / input / descriptionPrevious value: -"Inline request body matching the operation input schema returned by candor_schema. Put fields such as a note's about link inside this object."New value: +"Inline request body matching the operation's published input schema. Fields such as a note's about link belong inside this object."Input schema / properties / operation / descriptionPrevious value: -"Exact operation id from candor_schema, such as notes.create. Use the tool indicated by its calls.mcp or next_call."New value: +"Exact operation id from the Candor operation catalog, such as notes.create."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_open1 field changedInput schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_preview4 fields changedInput schema / properties / args / descriptionPrevious value: -"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."New value: +"The selected operation's accepted_args, as published in its contract, including declared shorthand such as the open.acknowledge checkpoint. Action context such as parent_action is a top-level field, not an argument. Request-body fields belong in input unless the operation accepts them as shorthand args."Input schema / properties / input / descriptionPrevious value: -"Inline request body matching the operation input schema returned by candor_schema. Put fields such as a note's about link inside this object."New value: +"Inline request body matching the operation's published input schema. Fields such as a note's about link belong inside this object."Input schema / properties / operation / descriptionPrevious value: -"Exact operation id from candor_schema, such as notes.create. Use the tool indicated by its calls.mcp or next_call."New value: +"Exact operation id from the Candor operation catalog, such as notes.create."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_query2 fields changedInput schema / properties / filters / descriptionPrevious value: -"Dataset query filters declared by candor_schema({dataset}), including supported limit and cursor fields. Omit to use that dataset's defaults. Do not put action context here."New value: +"Query filters declared in the dataset's schema, including supported limit and cursor fields. When omitted, the dataset's defaults apply. Action context is not a filter."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_schema4 fields changedInput schema / properties / dataset / descriptionPrevious value: -"Inspect one dataset: fields, supported query filters, and coverage contract. Omit all selectors for the workspace schema index."New value: +"One dataset whose fields, supported query filters, and coverage contract to return. With no selector, the workspace schema index is returned."Input schema / properties / operation / descriptionPrevious value: -"Describe one exact operation id, including accepted_args, input_schema when applicable, and invocation shape. Do not combine with dataset or query."New value: +"One exact operation id whose accepted_args, input_schema when applicable, and invocation shape to return. Cannot be combined with dataset or query."Input schema / properties / query / descriptionPrevious value: -"Search operation names and capability descriptions. Use the returned operation id with operation for its full contract; do not combine with dataset or operation."New value: +"Text to search operation names and capability descriptions; results list operation ids. Cannot be combined with dataset or operation."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_snapshot1 field changedInput schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_visualize1 field changedInput schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_write4 fields changedInput schema / properties / args / descriptionPrevious value: -"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."New value: +"The selected operation's accepted_args, as published in its contract, including declared shorthand such as the open.acknowledge checkpoint. Action context such as parent_action is a top-level field, not an argument. Request-body fields belong in input unless the operation accepts them as shorthand args."Input schema / properties / input / descriptionPrevious value: -"Inline request body matching the operation input schema returned by candor_schema. Put fields such as a note's about link inside this object."New value: +"Inline request body matching the operation's published input schema. Fields such as a note's about link belong inside this object."Input schema / properties / operation / descriptionPrevious value: -"Exact operation id from candor_schema, such as notes.create. Use the tool indicated by its calls.mcp or next_call."New value: +"Exact operation id from the Candor operation catalog, such as notes.create."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. It names the task, such as \"Check this month's dining budget\", and needs no personal details from the conversation. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."candor_visualize1 field changedOutput schema / anyOfPrevious value: -[
- {
- "additionalProperties": false,
- "properties": {
- "panels": {
- "items": {
- "oneOf": [
- {
- "additionalProperties": false,
- "properties": {
- "account_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "asset_accounts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
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- ]
- },
- "balance": {
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- "type": "string"
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- "category": {
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- "type": "string"
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- "id": {
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- "type": "string"
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- "type": "string"
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- "name": {
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- "type": "string"
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- "required": [
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- "category",
- "id",
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- "type": "object"
- },
- "type": "array"
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- "assets": {
- "maxLength": 32,
- "type": "string"
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- "caveats": {
- "items": {
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- },
- "type": "array"
- },
- "context": {
- "additionalProperties": false,
- "properties": {
- "summary": {
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- "type": "string"
- },
- "talking_points": {
- "items": {
- "minLength": 1,
- "type": "string"
- },
- "type": "array"
- },
- "visible_facts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "value": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "label",
- "value"
- ],
- "type": "object"
- },
- "type": "array"
- }
- },
- "required": [
- "summary",
- "talking_points",
- "visible_facts"
- ],
- "type": "object"
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- "data_as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "generated_at": {
- "type": "string"
- },
- "id": {
- "const": "net-position",
- "type": "string"
- },
- "liabilities": {
- "maxLength": 32,
- "type": "string"
- },
- "liability_accounts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "balance": {
- "maxLength": 32,
- "type": "string"
- },
- "category": {
- "minLength": 1,
- "type": "string"
- },
- "id": {
- "minLength": 1,
- "type": "string"
- },
- "institution": {
- "minLength": 1,
- "type": "string"
- },
- "mask": {
- "type": "string"
- },
- "name": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "as_of",
- "category",
- "id",
- "name"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "net": {
- "maxLength": 32,
- "type": "string"
- },
- "period_change": {
- "additionalProperties": false,
- "properties": {
- "assets": {
- "anyOf": [
- {
- "additionalProperties": false,
- "properties": {
- "amount": {
- "maxLength": 32,
- "type": "string"
- },
- "percent": {
- "anyOf": [
- {
- "type": "number"
- },
- {
- "type": "null"
- }
- ]
- },
- "since": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "amount",
- "percent",
- "since"
- ],
- "type": "object"
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- {
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- }
- ]
- },
- "liabilities": {
- "anyOf": [
- {
- "additionalProperties": false,
- "properties": {
- "amount": {
- "maxLength": 32,
- "type": "string"
- },
- "percent": {
- "anyOf": [
- {
- "type": "number"
- },
- {
- "type": "null"
- }
- ]
- },
- "since": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "amount",
- "percent",
- "since"
- ],
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "net": {
- "anyOf": [
- {
- "additionalProperties": false,
- "properties": {
- "amount": {
- "maxLength": 32,
- "type": "string"
- },
- "percent": {
- "anyOf": [
- {
- "type": "number"
- },
- {
- "type": "null"
- }
- ]
- },
- "since": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "amount",
- "percent",
- "since"
- ],
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "assets",
- "liabilities",
- "net"
- ],
- "type": "object"
- },
- "presentation": {
- "enum": [
- "summary",
- "detail"
- ],
- "type": "string"
- },
- "property_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "range": {
- "additionalProperties": false,
- "properties": {
- "from": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- },
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "preset": {
- "enum": [
- "1w",
- "1m",
- "3m",
- "ytd",
- "1y"
- ],
- "type": "string"
- },
- "to": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "from",
- "label",
- "to"
- ],
- "type": "object"
- },
- "series": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "date": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
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- "provenance": {
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- "type": "string"
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- "value": {
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- "type": "string"
- }
- },
- "required": [
- "date",
- "provenance",
- "value"
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- "type": "object"
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- "type": "array"
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- "title": {
- "minLength": 1,
- "type": "string"
- },
- "version": {
- "const": "dashboard_panel.v1",
- "type": "string"
- },
- "view_url": {
- "format": "uri",
- "type": "string"
- }
- },
- "required": [
- "caveats",
- "context",
- "data_as_of",
- "generated_at",
- "presentation",
- "range",
- "title",
- "version",
- "view_url",
- "id",
- "account_count",
- "asset_accounts",
- "assets",
- "liability_accounts",
- "liabilities",
- "net",
- "period_change",
- "series"
- ],
- "type": "object"
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- {
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- "properties": {
- "caveats": {
- "items": {
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- },
- "type": "array"
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- "context": {
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- "properties": {
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- "type": "string"
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- "visible_facts": {
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- "properties": {
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- "type": "string"
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- "type": "string"
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- },
- "required": [
- "label",
- "value"
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- "type": "object"
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- "type": "array"
- }
- },
- "required": [
- "summary",
- "talking_points",
- "visible_facts"
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- "type": "object"
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- "data_as_of": {
- "anyOf": [
- {
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- },
- {
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- ]
- },
- "generated_at": {
- "type": "string"
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- "id": {
- "const": "cash-flow",
- "type": "string"
- },
- "income": {
- "maxLength": 32,
- "type": "string"
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- "net": {
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- "type": "string"
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- "periods": {
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- "additionalProperties": false,
- "properties": {
- "end": {
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- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
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- "income": {
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- "type": "string"
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- "net": {
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- "type": "string"
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- "spending": {
- "maxLength": 32,
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+ "type": "string"
+ }
+ },
+ "required": [
+ "caveats",
+ "context",
+ "data_as_of",
+ "generated_at",
+ "presentation",
+ "range",
+ "title",
+ "version",
+ "view_url",
+ "has_earlier",
+ "id",
+ "rows"
+ ],
+ "type": "object"
+ }
+ ]
+ },
+ "maxItems": 5,
+ "minItems": 1,
+ "type": "array"
+ },
+ "version": {
+ "const": "dashboard_visual.v2",
+ "type": "string"
+ },
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "required": [
+ "panels",
+ "version",
+ "view_url"
+ ],
+ "type": "object"
+ },
+ {
+ "additionalProperties": false,
+ "properties": {
+ "action": {
+ "additionalProperties": false,
+ "properties": {
+ "completed_at": {
+ "type": "string"
+ },
+ "created_at": {
+ "type": "string"
+ },
+ "id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "operation": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "parent_action_id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "reason": {
+ "maxLength": 280,
+ "minLength": 1,
+ "type": "string"
+ },
+ "root_action_id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "started",
+ "succeeded",
+ "refused",
+ "failed"
+ ],
+ "type": "string"
+ },
+ "task_key": {
+ "maxLength": 128,
+ "minLength": 1,
+ "type": "string"
+ }
+ },
+ "required": [
+ "created_at",
+ "id",
+ "operation",
+ "reason",
+ "root_action_id",
+ "status"
+ ],
+ "type": "object"
+ },
+ "data": {},
+ "data_freshness": {
+ "additionalProperties": false,
+ "properties": {
+ "balances_last_synced_at": {
+ "type": "string"
+ },
+ "coverage": {
+ "enum": [
+ "complete",
+ "partial",
+ "stale",
+ "unavailable"
+ ],
+ "type": "string"
+ },
+ "holdings_last_synced_at": {
+ "type": "string"
+ },
+ "transactions_last_synced_at": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "coverage"
+ ],
+ "type": "object"
+ },
+ "errors": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "code": {
+ "type": "string"
+ },
+ "expires_at": {
+ "type": "string"
+ },
+ "idempotency_key": {
+ "maxLength": 128,
+ "minLength": 16,
+ "pattern": "^[\\x20-\\x7e]+$",
+ "type": "string"
+ },
+ "message": {
+ "type": "string"
+ },
+ "recovery_url": {
+ "type": "string"
+ },
+ "required_capability": {
+ "type": "string"
+ },
+ "retry_after_seconds": {
+ "exclusiveMinimum": 0,
+ "maximum": 9007199254740991,
+ "type": "integer"
+ },
+ "retryable": {
+ "type": "boolean"
+ },
+ "suggested_command": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "code",
+ "message",
+ "retryable"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "generated_at": {
+ "type": "string"
+ },
+ "metadata": {
+ "additionalProperties": {},
+ "properties": {
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ "next_actions": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "args": {
+ "additionalProperties": {
+ "$ref": "#/$defs/__schema0"
+ },
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+ },
+ "command": {
+ "type": "string"
+ },
+ "intent": {
+ "type": "string"
+ },
+ "shell": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "args",
+ "command",
+ "intent",
+ "shell"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "request_id": {
+ "type": "string"
+ },
+ "schema_version": {
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "success",
+ "partial_success",
+ "action_required",
+ "error"
+ ],
+ "type": "string"
+ },
+ "user_message": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "warnings": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "code": {
+ "type": "string"
+ },
+ "message": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "code",
+ "message"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ }
+ },
+ "required": [
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+ ],
+ "type": "object"
+ }
+]candor_changes12 fields changedInput schema / properties / account_identity_id / descriptionAdded value: +"Restrict changes to one durable account identity before applying history caps. This scope applies to every domain; for investments it reads that account's own position observations, so a busy vault cannot crowd the account out of the capped read."Input schema / properties / comparison_sinceAdded value: +{
+ "description": "Inclusive start of the comparison range (YYYY-MM-DD).",
+ "type": "string"
+}Input schema / properties / comparison_untilAdded value: +{
+ "description": "Inclusive end of the comparison range (YYYY-MM-DD).",
+ "type": "string"
+}Input schema / properties / domain / descriptionAdded value: +"Restrict to one change domain; omitted or all includes every supported domain. Values: all, spending, income, recurring, account_terms, investments."Input schema / properties / inline_responseRemoved value: -{
- "description": "Return the full response payload in this MCP tool result instead of a resource link. Use only when the client can materialize large tool results into a code sandbox; the response may be very large.",
- "type": "boolean"
-}Input schema / properties / limit / descriptionAdded value: +"Maximum change items to return, from 1 to 1000; defaults to 25. Only trims output, never the comparison evidence."Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / sinceAdded value: +{
+ "description": "Inclusive start of the current range (YYYY-MM-DD). Supply all four range dates for spending or income comparisons.",
+ "type": "string"
+}Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / properties / untilAdded value: +{
+ "description": "Inclusive end of the current range (YYYY-MM-DD).",
+ "type": "string"
+}Input schema / requiredRemoved value: -[
- "reason"
-]candor_configure_overview5 fields changedInput schema / properties / idempotency_key / descriptionAdded value: +"Stable opaque identity for one logical POST. Reuse only with the same method, path, actor, and body for transport retries. A completed receipt replays its original result, including a refusal; changed input with the same key is rejected. After a refused action and access recovery, use a new key for the new attempt. Follow retryable and recovery guidance if the operation is still running or its outcome is unknown. If omitted, MCP derives a key from this request identity; use an explicit key to deduplicate separate tool invocations."Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / requiredPrevious value: -[
- "panels",
- "reason"
-]New value: +[
+ "panels"
+]candor_connections6 fields changedInput schema / properties / idempotency_key / descriptionAdded value: +"Stable opaque identity for one logical POST. Reuse only with the same method, path, actor, and body for transport retries. A completed receipt replays its original result, including a refusal; changed input with the same key is rejected. After a refused action and access recovery, use a new key for the new attempt. Follow retryable and recovery guidance if the operation is still running or its outcome is unknown. If omitted, MCP derives a key from this request identity; use an explicit key to deduplicate separate tool invocations."Input schema / properties / operation / descriptionAdded value: +"Exact operation id from candor_schema, such as notes.create. Use the tool indicated by its calls.mcp or next_call."Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / requiredPrevious value: -[
- "reason",
- "operation"
-]New value: +[
+ "operation"
+]candor_get7 fields changedInput schema / properties / idempotency_key / descriptionAdded value: +"Stable opaque identity for one logical POST. Reuse only with the same method, path, actor, and body for transport retries. A completed receipt replays its original result, including a refusal; changed input with the same key is rejected. After a refused action and access recovery, use a new key for the new attempt. Follow retryable and recovery guidance if the operation is still running or its outcome is unknown. If omitted, MCP derives a key from this request identity; use an explicit key to deduplicate separate tool invocations."Input schema / properties / inline_responseRemoved value: -{
- "description": "Return the full response payload in this MCP tool result instead of a resource link. Use only when the client can materialize large tool results into a code sandbox; the response may be very large.",
- "type": "boolean"
-}Input schema / properties / operation / descriptionAdded value: +"Exact operation id from candor_schema, such as notes.create. Use the tool indicated by its calls.mcp or next_call."Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / requiredPrevious value: -[
- "reason",
- "operation"
-]New value: +[
+ "operation"
+]candor_open4 fields changedInput schema / properties / inline_responseRemoved value: -{
- "description": "Return the full response payload in this MCP tool result instead of a resource link. Use only when the client can materialize large tool results into a code sandbox; the response may be very large.",
- "type": "boolean"
-}Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."candor_preview7 fields changedInput schema / properties / idempotency_key / descriptionAdded value: +"Stable opaque identity for one logical POST. Reuse only with the same method, path, actor, and body for transport retries. A completed receipt replays its original result, including a refusal; changed input with the same key is rejected. After a refused action and access recovery, use a new key for the new attempt. Follow retryable and recovery guidance if the operation is still running or its outcome is unknown. If omitted, MCP derives a key from this request identity; use an explicit key to deduplicate separate tool invocations."Input schema / properties / inline_responseRemoved value: -{
- "description": "Return the full response payload in this MCP tool result instead of a resource link. Use only when the client can materialize large tool results into a code sandbox; the response may be very large.",
- "type": "boolean"
-}Input schema / properties / operation / descriptionAdded value: +"Exact operation id from candor_schema, such as notes.create. Use the tool indicated by its calls.mcp or next_call."Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / requiredPrevious value: -[
- "reason",
- "operation"
-]New value: +[
+ "operation"
+]candor_query7 fields changedInput schema / properties / dataset / descriptionAdded value: +"Declared dataset to read. Inspect its schema when its fields or filters are unfamiliar."Input schema / properties / filters / descriptionPrevious value: -"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."New value: +"Dataset query filters declared by candor_schema({dataset}), including supported limit and cursor fields. Omit to use that dataset's defaults. Do not put action context here."Input schema / properties / inline_responseRemoved value: -{
- "description": "Return the full response payload in this MCP tool result instead of a resource link. Use only when the client can materialize large tool results into a code sandbox; the response may be very large.",
- "type": "boolean"
-}Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / requiredPrevious value: -[
- "reason",
- "dataset"
-]New value: +[
+ "dataset"
+]candor_schema8 fields changedInput schema / properties / dataset / descriptionAdded value: +"Inspect one dataset: fields, supported query filters, and coverage contract. Omit all selectors for the workspace schema index."Input schema / properties / inline_responseRemoved value: -{
- "description": "Return the full response payload in this MCP tool result instead of a resource link. Use only when the client can materialize large tool results into a code sandbox; the response may be very large.",
- "type": "boolean"
-}Input schema / properties / limit / descriptionAdded value: +"Maximum operation search matches; default 10. Valid only with query."Input schema / properties / operation / descriptionAdded value: +"Describe one exact operation id, including accepted_args, input_schema when applicable, and invocation shape. Do not combine with dataset or query."Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / query / descriptionAdded value: +"Search operation names and capability descriptions. Use the returned operation id with operation for its full contract; do not combine with dataset or operation."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."candor_snapshot7 fields changedInput schema / properties / datasets / descriptionAdded value: +"Unique declared datasets to include in this analytical snapshot; select only those needed for the analysis."Input schema / properties / filters / descriptionPrevious value: -"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."New value: +"Shared filters applied to each selected dataset query. Inspect each dataset schema for supported fields; omit for per-dataset defaults. The dataset selector is supplied by datasets."Input schema / properties / inline_responseRemoved value: -{
- "description": "Return the full response payload in this MCP tool result instead of a resource link. Use only when the client can materialize large tool results into a code sandbox; the response may be very large.",
- "type": "boolean"
-}Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / requiredPrevious value: -[
- "reason",
- "datasets"
-]New value: +[
+ "datasets"
+]candor_visualize5 fields changedInput schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / requiredRemoved value: -[
- "reason"
-]Output schema / anyOfPrevious value: -[
- {
- "additionalProperties": false,
- "properties": {
- "panels": {
- "items": {
- "oneOf": [
- {
- "additionalProperties": false,
- "properties": {
- "account_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "asset_accounts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "balance": {
- "maxLength": 32,
- "type": "string"
- },
- "category": {
- "minLength": 1,
- "type": "string"
- },
- "id": {
- "minLength": 1,
- "type": "string"
- },
- "institution": {
- "minLength": 1,
- "type": "string"
- },
- "mask": {
- "type": "string"
- },
- "name": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "as_of",
- "category",
- "id",
- "name"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "assets": {
- "maxLength": 32,
- "type": "string"
- },
- "caveats": {
- "items": {
- "type": "string"
- },
- "type": "array"
- },
- "context": {
- "additionalProperties": false,
- "properties": {
- "summary": {
- "minLength": 1,
- "type": "string"
- },
- "talking_points": {
- "items": {
- "minLength": 1,
- "type": "string"
- },
- "type": "array"
- },
- "visible_facts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "label": {
- "minLength": 1,
- "type": "string"
- },
- "value": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "label",
- "value"
- ],
- "type": "object"
- },
- "type": "array"
- }
- },
- "required": [
- "summary",
- "talking_points",
- "visible_facts"
- ],
- "type": "object"
- },
- "data_as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "generated_at": {
- "type": "string"
- },
- "id": {
- "const": "net-position",
- "type": "string"
- },
- "liabilities": {
- "maxLength": 32,
- "type": "string"
- },
- "liability_accounts": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "as_of": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "balance": {
- "maxLength": 32,
- "type": "string"
- },
- "category": {
- "minLength": 1,
- "type": "string"
- },
- "id": {
- "minLength": 1,
- "type": "string"
- },
- "institution": {
- "minLength": 1,
- "type": "string"
- },
- "mask": {
- "type": "string"
- },
- "name": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "as_of",
- "category",
- "id",
- "name"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "net": {
- "maxLength": 32,
- "type": "string"
- },
- "period_change": {
- "additionalProperties": false,
- "properties": {
- "assets": {
- "anyOf": [
- {
- "additionalProperties": false,
- "properties": {
- "amount": {
- "maxLength": 32,
- "type": "string"
- },
- "percent": {
- "anyOf": [
- {
- "type": "number"
- },
- {
- "type": "null"
- }
- ]
- },
- "since": {
- "format": "date",
- "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
- "type": "string"
- }
- },
- "required": [
- "amount",
- "percent",
- "since"
- ],
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "liabilities": {
- "anyOf": [
- {
- "additionalProperties": false,
- "properties": {
- "amount": {
- "maxLength": 32,
- "type": "string"
- },
- "percent": {
- "anyOf": [
- {
- "type": "number"
- },
- {
- "type": "null"
- }
- ]
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+ "type": "object"
+ }
+ },
+ "required": [
+ "inflow",
+ "outflow"
+ ],
+ "type": "object"
+ }
+ },
+ "required": [
+ "annual",
+ "counted",
+ "excluded",
+ "monthly_equivalent"
+ ],
+ "type": "object"
+ },
+ "version": {
+ "const": "dashboard_panel.v1",
+ "type": "string"
+ },
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "required": [
+ "caveats",
+ "context",
+ "data_as_of",
+ "generated_at",
+ "presentation",
+ "range",
+ "title",
+ "version",
+ "view_url",
+ "id",
+ "candidates_count",
+ "horizon_days",
+ "month",
+ "rows",
+ "timeline",
+ "totals"
+ ],
+ "type": "object"
+ },
+ {
+ "additionalProperties": false,
+ "properties": {
+ "caveats": {
+ "items": {
+ "type": "string"
+ },
+ "type": "array"
+ },
+ "context": {
+ "additionalProperties": false,
+ "properties": {
+ "summary": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "talking_points": {
+ "items": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "type": "array"
+ },
+ "visible_facts": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "label": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "value": {
+ "minLength": 1,
+ "type": "string"
+ }
+ },
+ "required": [
+ "label",
+ "value"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ }
+ },
+ "required": [
+ "summary",
+ "talking_points",
+ "visible_facts"
+ ],
+ "type": "object"
+ },
+ "data_as_of": {
+ "anyOf": [
+ {
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "generated_at": {
+ "type": "string"
+ },
+ "has_earlier": {
+ "type": "boolean"
+ },
+ "id": {
+ "const": "agent-activity",
+ "type": "string"
+ },
+ "presentation": {
+ "enum": [
+ "summary",
+ "detail"
+ ],
+ "type": "string"
+ },
+ "range": {
+ "additionalProperties": false,
+ "properties": {
+ "from": {
+ "format": "date",
+ "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
+ "type": "string"
+ },
+ "label": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "preset": {
+ "enum": [
+ "1w",
+ "1m",
+ "3m",
+ "ytd",
+ "1y"
+ ],
+ "type": "string"
+ },
+ "to": {
+ "format": "date",
+ "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
+ "type": "string"
+ }
+ },
+ "required": [
+ "from",
+ "label",
+ "to"
+ ],
+ "type": "object"
+ },
+ "rows": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "changed_domains": {
+ "items": {
+ "type": "string"
+ },
+ "type": "array"
+ },
+ "created_at": {
+ "type": "string"
+ },
+ "data_domains": {
+ "items": {
+ "type": "string"
+ },
+ "type": "array"
+ },
+ "id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "last_activity_at": {
+ "type": "string"
+ },
+ "operation": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "operations": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "agent": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "changed_domains": {
+ "items": {
+ "type": "string"
+ },
+ "type": "array"
+ },
+ "created_at": {
+ "type": "string"
+ },
+ "data_domains": {
+ "items": {
+ "type": "string"
+ },
+ "type": "array"
+ },
+ "id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "operation": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "outcome": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "failed",
+ "refused",
+ "started",
+ "succeeded"
+ ],
+ "type": "string"
+ }
+ },
+ "required": [
+ "id",
+ "agent",
+ "changed_domains",
+ "created_at",
+ "data_domains",
+ "operation",
+ "status"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "operations_truncated": {
+ "type": "boolean"
+ },
+ "outcome": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "reason": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "state": {
+ "enum": [
+ "changed",
+ "incomplete",
+ "in_progress",
+ "problem",
+ "read_only"
+ ],
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "failed",
+ "refused",
+ "started",
+ "succeeded"
+ ],
+ "type": "string"
+ }
+ },
+ "required": [
+ "id",
+ "changed_domains",
+ "created_at",
+ "data_domains",
+ "last_activity_at",
+ "operation",
+ "operations",
+ "operations_truncated",
+ "reason",
+ "state",
+ "status"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "title": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "version": {
+ "const": "dashboard_panel.v2",
+ "type": "string"
+ },
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "required": [
+ "caveats",
+ "context",
+ "data_as_of",
+ "generated_at",
+ "presentation",
+ "range",
+ "title",
+ "version",
+ "view_url",
+ "has_earlier",
+ "id",
+ "rows"
+ ],
+ "type": "object"
+ }
+ ]
+ },
+ "maxItems": 5,
+ "minItems": 1,
+ "type": "array"
+ },
+ "version": {
+ "const": "dashboard_visual.v2",
+ "type": "string"
+ },
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "required": [
+ "panels",
+ "version",
+ "view_url"
+ ],
+ "type": "object"
+ },
+ {
+ "additionalProperties": false,
+ "properties": {
+ "action": {
+ "additionalProperties": false,
+ "properties": {
+ "completed_at": {
+ "type": "string"
+ },
+ "created_at": {
+ "type": "string"
+ },
+ "id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "operation": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "parent_action_id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "reason": {
+ "maxLength": 280,
+ "minLength": 1,
+ "type": "string"
+ },
+ "root_action_id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "started",
+ "succeeded",
+ "refused",
+ "failed"
+ ],
+ "type": "string"
+ },
+ "task_key": {
+ "maxLength": 128,
+ "minLength": 1,
+ "type": "string"
+ }
+ },
+ "required": [
+ "created_at",
+ "id",
+ "operation",
+ "reason",
+ "root_action_id",
+ "status"
+ ],
+ "type": "object"
+ },
+ "data": {},
+ "data_freshness": {
+ "additionalProperties": false,
+ "properties": {
+ "balances_last_synced_at": {
+ "type": "string"
+ },
+ "coverage": {
+ "enum": [
+ "complete",
+ "partial",
+ "stale",
+ "unavailable"
+ ],
+ "type": "string"
+ },
+ "holdings_last_synced_at": {
+ "type": "string"
+ },
+ "transactions_last_synced_at": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "coverage"
+ ],
+ "type": "object"
+ },
+ "errors": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "code": {
+ "type": "string"
+ },
+ "expires_at": {
+ "type": "string"
+ },
+ "idempotency_key": {
+ "maxLength": 128,
+ "minLength": 16,
+ "pattern": "^[\\x20-\\x7e]+$",
+ "type": "string"
+ },
+ "message": {
+ "type": "string"
+ },
+ "recovery_url": {
+ "type": "string"
+ },
+ "required_capability": {
+ "type": "string"
+ },
+ "retry_after_seconds": {
+ "exclusiveMinimum": 0,
+ "maximum": 9007199254740991,
+ "type": "integer"
+ },
+ "retryable": {
+ "type": "boolean"
+ },
+ "suggested_command": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "code",
+ "message",
+ "retryable"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "generated_at": {
+ "type": "string"
+ },
+ "metadata": {
+ "additionalProperties": {},
+ "properties": {
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ "next_actions": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "args": {
+ "additionalProperties": {
+ "$ref": "#/$defs/__schema0"
+ },
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+ },
+ "command": {
+ "type": "string"
+ },
+ "intent": {
+ "type": "string"
+ },
+ "shell": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "args",
+ "command",
+ "intent",
+ "shell"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ },
+ "request_id": {
+ "type": "string"
+ },
+ "schema_version": {
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "success",
+ "partial_success",
+ "action_required",
+ "error"
+ ],
+ "type": "string"
+ },
+ "user_message": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "warnings": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "code": {
+ "type": "string"
+ },
+ "message": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "code",
+ "message"
+ ],
+ "type": "object"
+ },
+ "type": "array"
+ }
+ },
+ "required": [
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+ ],
+ "type": "object"
+ }
+]candor_write6 fields changedInput schema / properties / idempotency_key / descriptionAdded value: +"Stable opaque identity for one logical POST. Reuse only with the same method, path, actor, and body for transport retries. A completed receipt replays its original result, including a refusal; changed input with the same key is rejected. After a refused action and access recovery, use a new key for the new attempt. Follow retryable and recovery guidance if the operation is still running or its outcome is unknown. If omitted, MCP derives a key from this request identity; use an explicit key to deduplicate separate tool invocations."Input schema / properties / operation / descriptionAdded value: +"Exact operation id from candor_schema, such as notes.create. Use the tool indicated by its calls.mcp or next_call."Input schema / properties / parent_action / descriptionAdded value: +"Existing action id in this workspace, typically returned in next_actions, whose root identity this continuation inherits. An omitted reason inherits the parent reason; an explicit reason is preserved, except for fixed-reason orientation operations. Omit for a new root action."Input schema / properties / reason / descriptionPrevious value: -"Concise user-visible reason recorded in action history."New value: +"Concise user-visible purpose recorded in immutable action history, including for financial reads. A reason is not approval. Root operations require it except fixed-reason orientation operations; continuations inherit the parent reason only when no reason is supplied. Fixed-reason orientation operations always use their system reason."Input schema / properties / task_key / descriptionAdded value: +"Optional stable label grouping operations for the same user task. Omit to inherit the parent task key, if any. It does not schedule work or provide idempotency."Input schema / requiredPrevious value: -[
- "reason",
- "operation"
-]New value: +[
+ "operation"
+]candor_accountcandor_changes3 fields changedInput schema / properties / limit / maximumPrevious value: -100New value: +1000Output schema / properties / metadata / propertiesAdded value: +{
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+}Output schema / properties / metadata / propertyNamesRemoved value: -{
- "type": "string"
-}candor_configure_overviewcandor_connections3 fields changedInput schema / properties / args / descriptionPrevious value: -"Path and query arguments declared by the selected operation. Do not put request-body fields here."New value: +"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."Output schema / properties / metadata / propertiesAdded value: +{
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+}Output schema / properties / metadata / propertyNamesRemoved value: -{
- "type": "string"
-}candor_get3 fields changedInput schema / properties / args / descriptionPrevious value: -"Path and query arguments declared by the selected operation. Do not put request-body fields here."New value: +"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."Output schema / properties / metadata / propertiesAdded value: +{
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+}Output schema / properties / metadata / propertyNamesRemoved value: -{
- "type": "string"
-}candor_open5 fields changedInput schema / additionalPropertiesAdded value: +falseInput schema / properties / acknowledge_checkpointRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Input schema / properties / idempotency_keyRemoved value: -{
- "maxLength": 128,
- "minLength": 16,
- "type": "string"
-}Output schema / properties / metadata / propertiesAdded value: +{
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+}Output schema / properties / metadata / propertyNamesRemoved value: -{
- "type": "string"
-}candor_previewcandor_query4 fields changedInput schema / properties / dataset / enumPrevious value: -[
- "accounts",
- "balances",
- "account_terms",
- "transactions",
- "coverage",
- "recurring",
- "holdings",
- "investment_transactions",
- "budgets",
- "goals",
- "rules",
- "changes",
- "actions"
-]New value: +[
+ "properties",
+ "accounts",
+ "balances",
+ "account_terms",
+ "transactions",
+ "coverage",
+ "recurring",
+ "holdings",
+ "holding_valuations",
+ "investment_transactions",
+ "budgets",
+ "goals",
+ "rules",
+ "categories",
+ "changes",
+ "actions"
+]Input schema / properties / filters / descriptionPrevious value: -"Path and query arguments declared by the selected operation. Do not put request-body fields here."New value: +"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."Output schema / properties / metadata / propertiesAdded value: +{
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+}Output schema / properties / metadata / propertyNamesRemoved value: -{
- "type": "string"
-}candor_schema3 fields changedInput schema / properties / dataset / enumPrevious value: -[
- "accounts",
- "balances",
- "account_terms",
- "transactions",
- "coverage",
- "recurring",
- "holdings",
- "investment_transactions",
- "budgets",
- "goals",
- "rules",
- "changes",
- "actions"
-]New value: +[
+ "properties",
+ "accounts",
+ "balances",
+ "account_terms",
+ "transactions",
+ "coverage",
+ "recurring",
+ "holdings",
+ "holding_valuations",
+ "investment_transactions",
+ "budgets",
+ "goals",
+ "rules",
+ "categories",
+ "changes",
+ "actions"
+]Output schema / properties / metadata / propertiesAdded value: +{
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+}Output schema / properties / metadata / propertyNamesRemoved value: -{
- "type": "string"
-}candor_snapshot5 fields changedInput schema / properties / datasets / items / enumPrevious value: -[
- "accounts",
- "balances",
- "account_terms",
- "transactions",
- "coverage",
- "recurring",
- "holdings",
- "investment_transactions",
- "budgets",
- "goals",
- "rules",
- "changes",
- "actions"
-]New value: +[
+ "properties",
+ "accounts",
+ "balances",
+ "account_terms",
+ "transactions",
+ "coverage",
+ "recurring",
+ "holdings",
+ "holding_valuations",
+ "investment_transactions",
+ "budgets",
+ "goals",
+ "rules",
+ "categories",
+ "changes",
+ "actions"
+]Input schema / properties / datasets / maxItemsPrevious value: -13New value: +16Input schema / properties / filters / descriptionPrevious value: -"Path and query arguments declared by the selected operation. Do not put request-body fields here."New value: +"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."Output schema / properties / metadata / propertiesAdded value: +{
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+}Output schema / properties / metadata / propertyNamesRemoved value: -{
- "type": "string"
-}candor_visualize15 fields changedInput schema / $defsRemoved value: -{
- "__schema0": {
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "number"
- },
- {
- "type": "boolean"
- },
- {
- "type": "null"
- },
- {
- "items": {
- "$ref": "#/$defs/__schema0"
- },
- "type": "array"
- },
- {
- "additionalProperties": {
- "$ref": "#/$defs/__schema0"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- }
- ]
- }
-}Input schema / additionalPropertiesAdded value: +falseInput schema / properties / argsRemoved value: -{
- "additionalProperties": {
- "$ref": "#/$defs/__schema0"
- },
- "description": "Path and query arguments declared by the selected operation. Do not put request-body fields here.",
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
-}Input schema / properties / fromAdded value: +{
+ "format": "date",
+ "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
+ "type": "string"
+}Input schema / properties / inline_responseRemoved value: -{
- "description": "Return the full response payload in this MCP tool result instead of a resource link. Use only when the client can materialize large tool results into a code sandbox; the response may be very large.",
- "type": "boolean"
-}Input schema / properties / kindRemoved value: -{
- "enum": [
- "budget-status",
- "cashflow",
- "metric-trend",
- "overview",
- "spending-categories",
- "visible-net-position"
- ],
- "type": "string"
-}Input schema / properties / panelAdded value: +{
+ "enum": [
+ "net-position",
+ "cash-flow",
+ "recent-transactions",
+ "holdings",
+ "investments",
+ "spending",
+ "budget-status",
+ "goals",
+ "coming-up",
+ "agent-activity"
+ ],
+ "type": "string"
+}Input schema / properties / panelsAdded value: +{
+ "items": {
+ "enum": [
+ "net-position",
+ "cash-flow",
+ "recent-transactions",
+ "holdings",
+ "investments",
+ "spending",
+ "budget-status",
+ "goals",
+ "coming-up",
+ "agent-activity"
+ ],
+ "type": "string"
+ },
+ "maxItems": 5,
+ "minItems": 2,
+ "type": "array"
+}Input schema / properties / presetAdded value: +{
+ "enum": [
+ "1w",
+ "1m",
+ "3m",
+ "ytd",
+ "1y"
+ ],
+ "type": "string"
+}Input schema / properties / toAdded value: +{
+ "format": "date",
+ "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
+ "type": "string"
+}Input schema / requiredPrevious value: -[
- "reason",
- "kind"
-]New value: +[
+ "reason"
+]Output schema / additionalPropertiesRemoved value: -falseOutput schema / anyOfAdded value: +[
+ {
+ "additionalProperties": false,
+ "properties": {
+ "panels": {
+ "items": {
+ "oneOf": [
+ {
+ "additionalProperties": false,
+ "properties": {
+ "account_count": {
+ "maximum": 9007199254740991,
+ "minimum": 0,
+ "type": "integer"
+ },
+ "asset_accounts": {
+ "items": {
+ "additionalProperties": false,
+ "properties": {
+ "as_of": {
+ "anyOf": [
+ {
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "balance": {
+ "maxLength": 32,
+ "type": "string"
+ },
+ "category": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "id": {
+ "minLength": 1,
+ "type": "string"
+ },
+ "institution": {
+ "minLength": 1,
+ "type": "string"
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+ "view_url": {
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+ "presentation",
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+ "id",
+ "candidates_count",
+ "horizon_days",
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+ "view_url",
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+ "type": "object"
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+ ]
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- "success",
- "partial_success",
- "action_required",
- "error"
- ],
- "type": "string"
- },
- "user_message": {
- "minLength": 1,
- "type": "string"
- },
- "warnings": {
- "items": {
- "additionalProperties": false,
- "properties": {
- "code": {
- "type": "string"
- },
- "message": {
- "type": "string"
- }
- },
- "required": [
- "code",
- "message"
- ],
- "type": "object"
- },
- "type": "array"
- }
-}Output schema / requiredRemoved value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "warnings"
-]candor_write3 fields changedInput schema / properties / args / descriptionPrevious value: -"Path and query arguments declared by the selected operation. Do not put request-body fields here."New value: +"Arguments listed in accepted_args by candor_schema for the selected operation, including declared shorthand such as open.acknowledge checkpoint. Put action context such as parent_action at the top level, including when it comes from a returned next action. Request-body fields belong in input unless the operation explicitly accepts them as shorthand args."Output schema / properties / metadata / propertiesAdded value: +{
+ "view_url": {
+ "format": "uri",
+ "type": "string"
+ }
+}Output schema / properties / metadata / propertyNamesRemoved value: -{
- "type": "string"
-}candor_account1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_changes1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_connections1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_get1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_open1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_query1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_schema1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_snapshot1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_visualize1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_write1 field changedOutput schema / properties / metadataAdded value: +{
+ "additionalProperties": {},
+ "propertyNames": {
+ "type": "string"
+ },
+ "type": "object"
+}candor_account2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_changes2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_connections2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_get2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_open2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_query2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_schema2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_snapshot2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_visualize2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_write2 fields changedOutput schema / properties / summaryRemoved value: -{
- "minLength": 1,
- "type": "string"
-}Output schema / requiredPrevious value: -[
- "data",
- "errors",
- "generated_at",
- "next_actions",
- "request_id",
- "schema_version",
- "status",
- "summary",
- "warnings"
-]New value: +[
+ "data",
+ "errors",
+ "generated_at",
+ "next_actions",
+ "request_id",
+ "schema_version",
+ "status",
+ "warnings"
+]candor_account2 fields changedOutput schema / $defs / __schema1Removed value: -{
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "number"
- },
- {
- "type": "boolean"
- },
- {
- "type": "null"
- },
- {
- "items": {
- "$ref": "#/$defs/__schema1"
- },
- "type": "array"
- },
- {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- }
- ]
-}Output schema / properties / query_scopeRemoved value: -{
- "additionalProperties": false,
- "properties": {
- "population": {
- "additionalProperties": false,
- "properties": {
- "included_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "total_available_count": {
- "anyOf": [
- {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "included_count",
- "total_available_count"
- ],
- "type": "object"
- },
- "query": {
- "additionalProperties": false,
- "properties": {
- "args": {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- },
- "operation": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "args",
- "operation"
- ],
- "type": "object"
- }
- },
- "required": [
- "population",
- "query"
- ],
- "type": "object"
-}candor_changes2 fields changedOutput schema / $defs / __schema1Removed value: -{
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "number"
- },
- {
- "type": "boolean"
- },
- {
- "type": "null"
- },
- {
- "items": {
- "$ref": "#/$defs/__schema1"
- },
- "type": "array"
- },
- {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- }
- ]
-}Output schema / properties / query_scopeRemoved value: -{
- "additionalProperties": false,
- "properties": {
- "population": {
- "additionalProperties": false,
- "properties": {
- "included_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "total_available_count": {
- "anyOf": [
- {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "included_count",
- "total_available_count"
- ],
- "type": "object"
- },
- "query": {
- "additionalProperties": false,
- "properties": {
- "args": {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- },
- "operation": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "args",
- "operation"
- ],
- "type": "object"
- }
- },
- "required": [
- "population",
- "query"
- ],
- "type": "object"
-}candor_connections2 fields changedOutput schema / $defs / __schema1Removed value: -{
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "number"
- },
- {
- "type": "boolean"
- },
- {
- "type": "null"
- },
- {
- "items": {
- "$ref": "#/$defs/__schema1"
- },
- "type": "array"
- },
- {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- }
- ]
-}Output schema / properties / query_scopeRemoved value: -{
- "additionalProperties": false,
- "properties": {
- "population": {
- "additionalProperties": false,
- "properties": {
- "included_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "total_available_count": {
- "anyOf": [
- {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "included_count",
- "total_available_count"
- ],
- "type": "object"
- },
- "query": {
- "additionalProperties": false,
- "properties": {
- "args": {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- },
- "operation": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "args",
- "operation"
- ],
- "type": "object"
- }
- },
- "required": [
- "population",
- "query"
- ],
- "type": "object"
-}candor_get2 fields changedOutput schema / $defs / __schema1Removed value: -{
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "number"
- },
- {
- "type": "boolean"
- },
- {
- "type": "null"
- },
- {
- "items": {
- "$ref": "#/$defs/__schema1"
- },
- "type": "array"
- },
- {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- }
- ]
-}Output schema / properties / query_scopeRemoved value: -{
- "additionalProperties": false,
- "properties": {
- "population": {
- "additionalProperties": false,
- "properties": {
- "included_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "total_available_count": {
- "anyOf": [
- {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "included_count",
- "total_available_count"
- ],
- "type": "object"
- },
- "query": {
- "additionalProperties": false,
- "properties": {
- "args": {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- },
- "operation": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "args",
- "operation"
- ],
- "type": "object"
- }
- },
- "required": [
- "population",
- "query"
- ],
- "type": "object"
-}candor_open2 fields changedOutput schema / $defs / __schema1Removed value: -{
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "number"
- },
- {
- "type": "boolean"
- },
- {
- "type": "null"
- },
- {
- "items": {
- "$ref": "#/$defs/__schema1"
- },
- "type": "array"
- },
- {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- }
- ]
-}Output schema / properties / query_scopeRemoved value: -{
- "additionalProperties": false,
- "properties": {
- "population": {
- "additionalProperties": false,
- "properties": {
- "included_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "total_available_count": {
- "anyOf": [
- {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "included_count",
- "total_available_count"
- ],
- "type": "object"
- },
- "query": {
- "additionalProperties": false,
- "properties": {
- "args": {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- },
- "operation": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "args",
- "operation"
- ],
- "type": "object"
- }
- },
- "required": [
- "population",
- "query"
- ],
- "type": "object"
-}candor_query3 fields changedInput schema / properties / dataset / enumPrevious value: -[
- "accounts",
- "balances",
- "account_terms",
- "transactions",
- "coverage",
- "spending_categories",
- "merchants",
- "recurring",
- "holdings",
- "investment_transactions",
- "budgets",
- "goals",
- "rules",
- "changes",
- "actions"
-]New value: +[
+ "accounts",
+ "balances",
+ "account_terms",
+ "transactions",
+ "coverage",
+ "recurring",
+ "holdings",
+ "investment_transactions",
+ "budgets",
+ "goals",
+ "rules",
+ "changes",
+ "actions"
+]Output schema / $defs / __schema1Removed value: -{
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "number"
- },
- {
- "type": "boolean"
- },
- {
- "type": "null"
- },
- {
- "items": {
- "$ref": "#/$defs/__schema1"
- },
- "type": "array"
- },
- {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- }
- ]
-}Output schema / properties / query_scopeRemoved value: -{
- "additionalProperties": false,
- "properties": {
- "population": {
- "additionalProperties": false,
- "properties": {
- "included_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "total_available_count": {
- "anyOf": [
- {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "included_count",
- "total_available_count"
- ],
- "type": "object"
- },
- "query": {
- "additionalProperties": false,
- "properties": {
- "args": {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- },
- "operation": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "args",
- "operation"
- ],
- "type": "object"
- }
- },
- "required": [
- "population",
- "query"
- ],
- "type": "object"
-}candor_schema3 fields changedInput schema / properties / dataset / enumPrevious value: -[
- "accounts",
- "balances",
- "account_terms",
- "transactions",
- "coverage",
- "spending_categories",
- "merchants",
- "recurring",
- "holdings",
- "investment_transactions",
- "budgets",
- "goals",
- "rules",
- "changes",
- "actions"
-]New value: +[
+ "accounts",
+ "balances",
+ "account_terms",
+ "transactions",
+ "coverage",
+ "recurring",
+ "holdings",
+ "investment_transactions",
+ "budgets",
+ "goals",
+ "rules",
+ "changes",
+ "actions"
+]Output schema / $defs / __schema1Removed value: -{
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "number"
- },
- {
- "type": "boolean"
- },
- {
- "type": "null"
- },
- {
- "items": {
- "$ref": "#/$defs/__schema1"
- },
- "type": "array"
- },
- {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- }
- ]
-}Output schema / properties / query_scopeRemoved value: -{
- "additionalProperties": false,
- "properties": {
- "population": {
- "additionalProperties": false,
- "properties": {
- "included_count": {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- "total_available_count": {
- "anyOf": [
- {
- "maximum": 9007199254740991,
- "minimum": 0,
- "type": "integer"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "included_count",
- "total_available_count"
- ],
- "type": "object"
- },
- "query": {
- "additionalProperties": false,
- "properties": {
- "args": {
- "additionalProperties": {
- "$ref": "#/$defs/__schema1"
- },
- "propertyNames": {
- "type": "string"
- },
- "type": "object"
- },
- "operation": {
- "minLength": 1,
- "type": "string"
- }
- },
- "required": [
- "args",
- "operation"
- ],
- "type": "object"
- }
- },
- "required": [
- "population",
- "query"
- ],
- "type": "object"
-}candor_snapshot4 fields changedInput schema / properties / datasets / items / enumPrevious value: -[
- "accounts",
- "balances",
- "account_terms",
- "transactions",
- "coverage",
- "spending_categories",
- "merchants",
- "recurring",
- "holdings",
- "investment_transactions",
- "budgets",
- "goals",
- "rules",
- "changes",
- "actions"
-]New value: +[
+ "accounts",
+ "balances",
+ "account_terms",
+ "transactions",
+ "coverage",
+ "recurring",
+ "holdings",
+ "investment_transactions",
+ "budgets",
+ "goals",
+ "rules",
+ "changes",
+ "actions"
+]Input schema / properties / datasets / maxItemsPrevious value: -15New value: +13Output schema / $defs / __schema1Removed value: -{
- "anyOf": [
- {
- "type": "string"
- },
- {
- "type": "number"
- },
- {
- "type": "boolean"
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- "type": "object"
-}candor_account2 fields changedOutput schema / $defs / __schema1Added value: +{
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+ {
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+ {
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+ }
+ ]
+}Output schema / properties / query_scopeAdded value: +{
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+ "properties": {
+ "population": {
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+ "required": [
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+}candor_changes2 fields changedOutput schema / $defs / __schema1Added value: +{
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+ {
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+}Output schema / properties / query_scopeAdded value: +{
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+}candor_connections2 fields changedOutput schema / $defs / __schema1Added value: +{
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+ {
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+ {
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+}Output schema / properties / query_scopeAdded value: +{
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+ "required": [
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+}candor_get2 fields changedOutput schema / $defs / __schema1Added value: +{
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+ {
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+ {
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+ {
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+}Output schema / properties / query_scopeAdded value: +{
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+ "properties": {
+ "population": {
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+ "maximum": 9007199254740991,
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+ "required": [
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+}candor_open2 fields changedOutput schema / $defs / __schema1Added value: +{
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+ {
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+ },
+ {
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+ {
+ "type": "boolean"
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+}Output schema / properties / query_scopeAdded value: +{
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+ "required": [
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+}candor_query2 fields changedOutput schema / $defs / __schema1Added value: +{
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+ {
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+ {
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+ {
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+ ]
+}Output schema / properties / query_scopeAdded value: +{
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+ "properties": {
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+ "additionalProperties": false,
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+ "maximum": 9007199254740991,
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+ "required": [
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+}candor_schema3 fields changedInput schema / properties / limitAdded value: +{
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+}Output schema / $defs / __schema1Added value: +{
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+}Output schema / properties / query_scopeAdded value: +{
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+}candor_snapshot2 fields changedOutput schema / $defs / __schema1Added value: +{
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+}Output schema / properties / query_scopeAdded value: +{
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+}candor_visualize2 fields changedOutput schema / $defs / __schema1Added value: +{
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+}Output schema / properties / query_scopeAdded value: +{
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+}candor_write2 fields changedOutput schema / $defs / __schema1Added value: +{
+ "anyOf": [
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+ {
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+}Output schema / properties / query_scopeAdded value: +{
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+ "operation": {
+ "minLength": 1,
+ "type": "string"
+ }
+ },
+ "required": [
+ "args",
+ "operation"
+ ],
+ "type": "object"
+ }
+ },
+ "required": [
+ "population",
+ "query"
+ ],
+ "type": "object"
+}Personal finance for AI agents — onboard, import statements, categorize & budget over MCP.
Household finance memory, budgets, transactions, and monthly reviews for AI assistants.
Personal finance ledger for AI agents — query spending, track bills, forecast cash flow.
The budget app your AI agent can use. Check budgets and log spending, with no bank logins.
Add one secure layer between your agents and this server.
