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Open Candor

candor_open

Opens the user's Candor workspace and returns what changed since the last processed opening, the current financial position, saved budgets and goals, saved agent context, and current attention items such as due notes, budget or goal drift, upcoming payments, and coverage gaps. Call it first in every conversation that touches the user's money, goals, or plans, including a quick check-in, a how-is-it-going question, a life decision that costs or earns money even when money is not named, or a return to something set up before: it says what changed since the last opening, including how each measured goal's figure moved, so answers never rest on figures remembered from an earlier conversation. A first opening also carries a first pass: monthly income, spending, debt payments, and net, each account with its balance and debt terms, and the recurring series. mode=pulse returns a compact inspection signal without a checkpoint. The default opening returns a checkpoint candidate; when it shows new activity, an open.acknowledge action in next_actions marks the opening as processed, and an opening with nothing new records its checkpoint itself. The read is recorded in the workspace's private action history; financial records are not changed. Return workspace context, financial position, approved state, new activity, factual attention, and executable next actions. data.agent_brief comes first and is always present, empty when nothing applies; each entry is a standing instruction about the agent's own upkeep, such as filling an open household fact from the records, with a stable code, the instruction, what it is about, and the next_actions command that carries it out. On the first opening, an opening with no checkpoint, one whose checkpoint is 30 days old, or one with more changes than the bounded count, data.first_pass carries the first pass computed in Candor, each block as columns and rows. months has income, spending, debt payments, and net for up to 24 months with a monthly average over full months and the top spending categories; accounts has each account's name, institution, role, balance, and for cards and loans the rate, required payment, due date, and interest charged over the last 12 months; recurring has active, lapsed, and candidate series. Other openings carry first_pass null. Judged attention situations carry their statement and agent_objective; attention.evidence_guide states each evidence code's meaning once and attention.fact_questions the question behind each missing fact. context_needed lists up to two household-fact gaps from the latest attention review first, each with its fact, topic, and the checks it would decide, then the uncovered standard topics. data.help_depth is how much help the user wants, in_depth by default or essentials when the user asked not to be asked about goals or their household; with essentials, context_needed carries only the household-fact gaps, to fill from the records, and the brief keeps to what needs action. preferences.update changes it on the user's word. The checkpoint for this opening is data.new_since_checkpoint.checkpoint_candidate. When nothing is new since the last checkpoint, the opening records it itself and new_since_checkpoint.checkpoint_recorded is true. Otherwise the same value is carried as args.checkpoint on the open.acknowledge entry in next_actions, so find that entry by command rather than by position, and acknowledge that exact checkpoint after processing the opening; acknowledgement does not resolve attention or due notes.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
modeNo
reasonNoConcise 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.
task_keyNoOptional 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.
parent_actionNoExisting 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.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYes
actionNo
errorsYes
statusYes
metadataNo
warningsYes
request_idYes
generated_atYes
next_actionsYes
user_messageNo
data_freshnessNo
schema_versionYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / parent_action / description
      Previous 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."
  2. Changed1 schema field changed
    • changedInput schema / properties / reason / description
      Previous 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."
  3. Changed4 schema fields changed
    • removedInput schema / properties / inline_response
      Removed 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"
      -}
    • addedInput schema / properties / parent_action / description
      Added 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."
    • changedInput schema / properties / reason / description
      Previous 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."
    • addedInput schema / properties / task_key / description
      Added 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."
  4. Changed5 schema fields changed
    • addedInput schema / additionalProperties
      Added value: +false
    • removedInput schema / properties / acknowledge_checkpoint
      Removed value: -{
      -  "minLength": 1,
      -  "type": "string"
      -}
    • removedInput schema / properties / idempotency_key
      Removed value: -{
      -  "maxLength": 128,
      -  "minLength": 16,
      -  "type": "string"
      -}
    • addedOutput schema / properties / metadata / properties
      Added value: +{
      +  "view_url": {
      +    "format": "uri",
      +    "type": "string"
      +  }
      +}
    • removedOutput schema / properties / metadata / propertyNames
      Removed value: -{
      -  "type": "string"
      -}
  5. Changed1 schema field changed
    • addedOutput schema / properties / metadata
      Added value: +{
      +  "additionalProperties": {},
      +  "propertyNames": {
      +    "type": "string"
      +  },
      +  "type": "object"
      +}
  6. Changed2 schema fields changed
    • removedOutput schema / properties / summary
      Removed value: -{
      -  "minLength": 1,
      -  "type": "string"
      -}
    • changedOutput schema / required
      Previous 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"
      +]
  7. Changed2 schema fields changed
    • removedOutput schema / $defs / __schema1
      Removed value: -{
      -  "anyOf": [
      -    {
      -      "type": "string"
      -    },
      -    {
      -      "type": "number"
      -    },
      -    {
      -      "type": "boolean"
      -    },
      -    {
      -      "type": "null"
      -    },
      -    {
      -      "items": {
      -        "$ref": "#/$defs/__schema1"
      -      },
      -      "type": "array"
      -    },
      -    {
      -      "additionalProperties": {
      -        "$ref": "#/$defs/__schema1"
      -      },
      -      "propertyNames": {
      -        "type": "string"
      -      },
      -      "type": "object"
      -    }
      -  ]
      -}
    • removedOutput schema / properties / query_scope
      Removed value: -{
      -  "additionalProperties": false,
      -  "properties": {
      -    "population": {
      -      "additionalProperties": false,
      -      "properties": {
      -        "included_count": {
      -          "maximum": 9007199254740991,
      -          "minimum": 0,
      -          "type": "integer"
      -        },
      -        "total_available_count": {
      -          "anyOf": [
      -            {
      -              "maximum": 9007199254740991,
      -              "minimum": 0,
      -              "type": "integer"
      -            },
      -            {
      -              "type": "null"
      -            }
      -          ]
      -        }
      -      },
      -      "required": [
      -        "included_count",
      -        "total_available_count"
      -      ],
      -      "type": "object"
      -    },
      -    "query": {
      -      "additionalProperties": false,
      -      "properties": {
      -        "args": {
      -          "additionalProperties": {
      -            "$ref": "#/$defs/__schema1"
      -          },
      -          "propertyNames": {
      -            "type": "string"
      -          },
      -          "type": "object"
      -        },
      -        "operation": {
      -          "minLength": 1,
      -          "type": "string"
      -        }
      -      },
      -      "required": [
      -        "args",
      -        "operation"
      -      ],
      -      "type": "object"
      -    }
      -  },
      -  "required": [
      -    "population",
      -    "query"
      -  ],
      -  "type": "object"
      -}
  8. Changed2 schema fields changed
    • addedOutput schema / $defs / __schema1
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "number"
      +    },
      +    {
      +      "type": "boolean"
      +    },
      +    {
      +      "type": "null"
      +    },
      +    {
      +      "items": {
      +        "$ref": "#/$defs/__schema1"
      +      },
      +      "type": "array"
      +    },
      +    {
      +      "additionalProperties": {
      +        "$ref": "#/$defs/__schema1"
      +      },
      +      "propertyNames": {
      +        "type": "string"
      +      },
      +      "type": "object"
      +    }
      +  ]
      +}
    • addedOutput schema / properties / query_scope
      Added value: +{
      +  "additionalProperties": false,
      +  "properties": {
      +    "population": {
      +      "additionalProperties": false,
      +      "properties": {
      +        "included_count": {
      +          "maximum": 9007199254740991,
      +          "minimum": 0,
      +          "type": "integer"
      +        },
      +        "total_available_count": {
      +          "anyOf": [
      +            {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            {
      +              "type": "null"
      +            }
      +          ]
      +        }
      +      },
      +      "required": [
      +        "included_count",
      +        "total_available_count"
      +      ],
      +      "type": "object"
      +    },
      +    "query": {
      +      "additionalProperties": false,
      +      "properties": {
      +        "args": {
      +          "additionalProperties": {
      +            "$ref": "#/$defs/__schema1"
      +          },
      +          "propertyNames": {
      +            "type": "string"
      +          },
      +          "type": "object"
      +        },
      +        "operation": {
      +          "minLength": 1,
      +          "type": "string"
      +        }
      +      },
      +      "required": [
      +        "args",
      +        "operation"
      +      ],
      +      "type": "object"
      +    }
      +  },
      +  "required": [
      +    "population",
      +    "query"
      +  ],
      +  "type": "object"
      +}
  9. Changed2 schema fields changed
    • addedOutput schema / $defs
      Added value: +{
      +  "__schema0": {
      +    "anyOf": [
      +      {
      +        "type": "string"
      +      },
      +      {
      +        "type": "number"
      +      },
      +      {
      +        "type": "boolean"
      +      },
      +      {
      +        "type": "null"
      +      },
      +      {
      +        "items": {
      +          "$ref": "#/$defs/__schema0"
      +        },
      +        "type": "array"
      +      },
      +      {
      +        "additionalProperties": {
      +          "$ref": "#/$defs/__schema0"
      +        },
      +        "propertyNames": {
      +          "type": "string"
      +        },
      +        "type": "object"
      +      }
      +    ]
      +  }
      +}
    • addedOutput schema / properties / next_actions / items / properties / args / additionalProperties / $ref
      Added value: +"#/$defs/__schema0"
  10. First observed

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