Candor Finance

Visualize Candor data

candor_visualize

Read one focused Candor panel or the stored Overview as text context, structured panel data, and a View in Candor link; hosts that declare MCP App rendering also draw the panel with the dashboard's own renderer. Hosts without rendering receive the text context and View in Candor link. Overview configuration is saved separately by candor_configure_overview. Panel reads record private action history and audit events without changing financial records.

Input Schema

TableJSON Schema

Name	Required	Description
`to`	No
`from`	No
`panel`	No
`panels`	No
`preset`	No
`reason`	No	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.
`task_key`	No	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.
`parent_action`	No	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.

Output Schema

TableJSON Schema

Name	Required	Description	Default
No arguments

Schema Changelog

Changes observed during successful MCP inspections.

Changed5 schema fields changedSep 14, 2026

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."

removedInput schema / required
```
Removed value: -[
-  "reason"
-]
```

changedOutput schema / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
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-              "properties": {
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-                  "minimum": 0,
-                  "type": "integer"
-                },
-                "asset_accounts": {
-                  "items": {
-                    "additionalProperties": false,
-                    "properties": {
-                      "as_of": {
-                        "anyOf": [
-                          {
-                            "type": "string"
-                          },
-                          {
-                            "type": "null"
-                          }
-                        ]
-                      },
-                      "balance": {
-                        "maxLength": 32,
-                        "type": "string"
-                      },
-                      "category": {
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-                        "type": "string"
-                      },
-                      "id": {
-                        "minLength": 1,
-                        "type": "string"
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-                      "institution": {
-                        "minLength": 1,
-                        "type": "string"
-                      },
-                      "mask": {
-                        "type": "string"
-                      },
-                      "name": {
-                        "minLength": 1,
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-                      }
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-                    "required": [
-                      "as_of",
-                      "category",
-                      "id",
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-                    "type": "object"
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-                  "type": "array"
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-                "assets": {
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-                  "type": "string"
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-                "caveats": {
-                  "items": {
-                    "type": "string"
-                  },
-                  "type": "array"
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-                "context": {
-                  "additionalProperties": false,
-                  "properties": {
-                    "summary": {
-                      "minLength": 1,
-                      "type": "string"
-                    },
-                    "talking_points": {
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-                        "type": "string"
-                      },
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-                    "visible_facts": {
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-                        "additionalProperties": false,
-                        "properties": {
-                          "label": {
-                            "minLength": 1,
-                            "type": "string"
-                          },
-                          "value": {
-                            "minLength": 1,
-                            "type": "string"
-                          }
-                        },
-                        "required": [
-                          "label",
-                          "value"
-                        ],
-                        "type": "object"
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-                  "required": [
-                    "summary",
-                    "talking_points",
-                    "visible_facts"
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-                  "type": "object"
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-                "data_as_of": {
-                  "anyOf": [
-                    {
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-                    },
-                    {
-                      "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"
-                      },
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-                        "type": "string"
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-                      "name": {
-                        "minLength": 1,
-                        "type": "string"
-                      }
-                    },
-                    "required": [
-                      "as_of",
-                      "category",
-                      "id",
-                      "name"
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-                    "type": "object"
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-                  "type": "array"
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-                "net": {
-                  "maxLength": 32,
-                  "type": "string"
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-                "period_change": {
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-                  "properties": {
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-                      "anyOf": [
-                        {
-                          "additionalProperties": false,
-                          "properties": {
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-                              "type": "string"
-                            },
-                            "percent": {
-                              "anyOf": [
-                                {
-                                  "type": "number"
-                                },
-                                {
-                                  "type": "null"
-                                }
-                              ]
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-                            "since": {
-                              "format": "date",
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-                              "type": "string"
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-                          },
-                          "required": [
-                            "amount",
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-                          ],
-                          "type": "object"
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-                        {
-                          "type": "null"
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-                    "liabilities": {
-                      "anyOf": [
-                        {
-                          "additionalProperties": false,
-                          "properties": {
-                            "amount": {
-                              "maxLength": 32,
-                              "type": "string"
-                            },
-                            "percent": {
-                              "anyOf": [
-                                {
-                                  "type": "number"
-                                },
-                                {
-                                  "type": "null"
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-                              ]
-                            },
-                            "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])))$",
-                              "type": "string"
-                            }
-                          },
-                          "required": [
-                            "amount",
-                            "percent",
-                            "since"
-                          ],
-                          "type": "object"
-                        },
-                        {
-                          "type": "null"
-                        }
-                      ]
-                    },
-                    "net": {
-                      "anyOf": [
-                        {
-                          "additionalProperties": false,
-                          "properties": {
-                            "amount": {
-                              "maxLength": 32,
-                              "type": "string"
-                            },
-                            "percent": {
-                              "anyOf": [
-                                {
-                                  "type": "number"
-                                },
-                                {
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-                            },
-                            "since": {
-                              "format": "date",
-                              "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
-                              "type": "string"
-                            }
-                          },
-                          "required": [
-                            "amount",
-                            "percent",
-                            "since"
-                          ],
-                          "type": "object"
-                        },
-                        {
-                          "type": "null"
-                        }
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-                    }
-                  },
-                  "required": [
-                    "assets",
-                    "liabilities",
-                    "net"
-                  ],
-                  "type": "object"
-                },
-                "presentation": {
-                  "enum": [
-                    "summary",
-                    "detail"
-                  ],
-                  "type": "string"
-                },
-                "property_count": {
-                  "maximum": 9007199254740991,
-                  "minimum": 0,
-                  "type": "integer"
-                },
-                "range": {
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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])))$",
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-                        "ytd",
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-                  "type": "array"
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-                "title": {
-                  "minLength": 1,
-                  "type": "string"
-                },
-                "version": {
-                  "const": "dashboard_panel.v1",
-                  "type": "string"
-                },
-                "view_url": {
-                  "format": "uri",
-                  "type": "string"
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-                "net": {
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-                "transaction_count": {
-                  "maximum": 9007199254740991,
-                  "minimum": 0,
-                  "type": "integer"
-                },
-                "version": {
-                  "const": "dashboard_panel.v1",
-                  "type": "string"
-                },
-                "view_url": {
-                  "format": "uri",
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-                "generated_at": {
-                  "type": "string"
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-                "id": {
-                  "const": "recent-transactions",
-                  "type": "string"
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-                "presentation": {
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-                  "type": "string"
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-                  "properties": {
-                    "from": {
-                      "format": "date",
-                      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
-                      "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"
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-                "rows": {
-                  "items": {
-                    "additionalProperties": false,
-                    "properties": {
-                      "changed_domains": {
-                        "items": {
-                          "type": "string"
-                        },
-                        "type": "array"
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-                      "created_at": {
-                        "type": "string"
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-                      "data_domains": {
-                        "items": {
-                          "type": "string"
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-                        "type": "array"
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-                        "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"
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-          "parent_action_id": {
-            "minLength": 1,
-            "type": "string"
-          },
-          "reason": {
-            "maxLength": 280,
-            "minLength": 1,
-            "type": "string"
-          },
-          "root_action_id": {
-            "minLength": 1,
-            "type": "string"
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-          "status": {
-            "enum": [
-              "started",
-              "succeeded",
-              "refused",
-              "failed"
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-            "type": "string"
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-          "task_key": {
-            "maxLength": 128,
-            "minLength": 1,
-            "type": "string"
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-        "required": [
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-          "id",
-          "operation",
-          "reason",
-          "root_action_id",
-          "status"
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-        "type": "object"
-      },
-      "data": {},
-      "data_freshness": {
-        "additionalProperties": false,
-        "properties": {
-          "balances_last_synced_at": {
-            "type": "string"
-          },
-          "coverage": {
-            "enum": [
-              "complete",
-              "partial",
-              "stale",
-              "unavailable"
-            ],
-            "type": "string"
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-          "holdings_last_synced_at": {
-            "type": "string"
-          },
-          "transactions_last_synced_at": {
-            "type": "string"
-          }
-        },
-        "required": [
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-        "type": "object"
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-      "errors": {
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-          "additionalProperties": false,
-          "properties": {
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-              "type": "string"
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-            "expires_at": {
-              "type": "string"
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-            "idempotency_key": {
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-              "minLength": 16,
-              "pattern": "^[\\x20-\\x7e]+$",
-              "type": "string"
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-            "message": {
-              "type": "string"
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-            "recovery_url": {
-              "type": "string"
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-            "required_capability": {
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-            "retry_after_seconds": {
-              "exclusiveMinimum": 0,
-              "maximum": 9007199254740991,
-              "type": "integer"
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-            "retryable": {
-              "type": "boolean"
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-            "suggested_command": {
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-          "required": [
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-            "retryable"
-          ],
-          "type": "object"
-        },
-        "type": "array"
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-      "generated_at": {
-        "type": "string"
-      },
-      "metadata": {
-        "additionalProperties": {},
-        "properties": {
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-            "type": "string"
-          }
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-        "type": "object"
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-      "next_actions": {
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-          "additionalProperties": false,
-          "properties": {
-            "args": {
-              "additionalProperties": {
-                "$ref": "#/$defs/__schema0"
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-              "propertyNames": {
-                "type": "string"
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-              "type": "object"
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-            "command": {
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-            "shell": {
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-          "required": [
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-            "command",
-            "intent",
-            "shell"
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-          "type": "object"
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-        "type": "array"
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-        "type": "string"
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-      "schema_version": {
-        "type": "string"
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-      "status": {
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-          "success",
-          "partial_success",
-          "action_required",
-          "error"
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-        "type": "string"
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-        "type": "string"
-      },
-      "warnings": {
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-          "additionalProperties": false,
-          "properties": {
-            "code": {
-              "type": "string"
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-            "message": {
-              "type": "string"
-            }
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-          "required": [
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-            "message"
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-      "generated_at",
-      "next_actions",
-      "request_id",
-      "schema_version",
-      "status",
-      "warnings"
-    ],
-    "type": "object"
-  }
-]New 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"
+                          }
+                        ]
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+                      "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": {
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+                  "items": {
+                    "type": "string"
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+                  "type": "array"
+                },
+                "context": {
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+                  "properties": {
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+                      "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"
+                        ],
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+                      "type": "array"
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+                  "required": [
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+                    "talking_points",
+                    "visible_facts"
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+                    },
+                    {
+                      "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])))$",
+                        "type": "string"
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+                      "income": {
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+                        "type": "string"
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+                      "label": {
+                        "minLength": 1,
+                        "type": "string"
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+                      "net": {
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+                        "type": "string"
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+                        "maxLength": 32,
+                        "type": "string"
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+                      "start": {
+                        "format": "date",
+                        "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
+                        "type": "string"
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+                      "income",
+                      "net",
+                      "spending"
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+                    "detail"
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+                  "properties": {
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+                      "type": "string"
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+                      "type": "string"
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+                        "1w",
+                        "1m",
+                        "3m",
+                        "ytd",
+                        "1y"
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+                    "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": [
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+                    "to"
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+                  "type": "string"
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+                "transaction_count": {
+                  "maximum": 9007199254740991,
+                  "minimum": 0,
+                  "type": "integer"
+                },
+                "version": {
+                  "const": "dashboard_panel.v1",
+                  "type": "string"
+                },
+                "view_url": {
+                  "format": "uri",
+                  "type": "string"
+                }
+              },
+              "required": [
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+                "data_as_of",
+                "generated_at",
+                "presentation",
+                "range",
+                "title",
+                "version",
+                "view_url",
+                "id",
+                "income",
+                "net",
+                "periods",
+                "spending",
+                "transaction_count"
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+              "properties": {
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+                        "additionalProperties": false,
+                        "properties": {
+                          "label": {
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+                            "type": "string"
+                          },
+                          "value": {
+                            "minLength": 1,
+                            "type": "string"
+                          }
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+                        "required": [
+                          "label",
+                          "value"
+                        ],
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+                    }
+                  ]
+                },
+                "generated_at": {
+                  "type": "string"
+                },
+                "id": {
+                  "const": "recent-transactions",
+                  "type": "string"
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+                "presentation": {
+                  "enum": [
+                    "summary",
+                    "detail"
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+                  "type": "string"
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+                        "1m",
+                        "3m",
+                        "ytd",
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+                        "format": "date",
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+                        "type": "string"
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+                        "type": "string"
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+                          "neutral",
+                          "outflow"
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+                  "type": "string"
+                },
+                "view_url": {
+                  "format": "uri",
+                  "type": "string"
+                }
+              },
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+                "generated_at",
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+                "title",
+                "version",
+                "view_url",
+                "id",
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+                        "properties": {
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+                            "type": "string"
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+                            "type": "string"
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+                "holding_count": {
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+                  "type": "integer"
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+                "id": {
+                  "const": "holdings",
+                  "type": "string"
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+                "presentation": {
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+                    "summary",
+                    "detail"
+                  ],
+                  "type": "string"
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+                            "type": "string"
+                          },
+                          {
+                            "type": "null"
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+                        "type": "string"
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+                            "type": "number"
+                          },
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+                              "type": "string"
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+                              "type": "string"
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+                  "type": "string"
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+                  "type": "string"
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+                "view_url": {
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+                  "type": "string"
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+                                "type": "string"
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+                                "type": "string"
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+                  "type": "string"
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+                        "properties": {
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+                            "type": "string"
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+                            "type": "array"
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+                              "type": "string"
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+                              "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",
+                              "to"
+                            ],
+                            "type": "object"
+                          },
+                          {
+                            "type": "null"
+                          }
+                        ]
+                      },
+                      "remaining_occurrences": {
+                        "anyOf": [
+                          {
+                            "maximum": 9007199254740991,
+                            "minimum": 0,
+                            "type": "integer"
+                          },
+                          {
+                            "type": "null"
+                          }
+                        ]
+                      },
+                      "source": {
+                        "enum": [
+                          "detected",
+                          "declared"
+                        ],
+                        "type": "string"
+                      },
+                      "status": {
+                        "enum": [
+                          "candidate",
+                          "active",
+                          "stopped",
+                          "dismissed"
+                        ],
+                        "type": "string"
+                      }
+                    },
+                    "required": [
+                      "account_identity_id",
+                      "amount_estimate",
+                      "cadence",
+                      "confirmed",
+                      "direction",
+                      "ends_at",
+                      "group",
+                      "id",
+                      "last_amount",
+                      "merchant_name",
+                      "missed_count",
+                      "predicted_next_date",
+                      "predicted_window",
+                      "remaining_occurrences",
+                      "source",
+                      "status"
+                    ],
+                    "type": "object"
+                  },
+                  "type": "array"
+                },
+                "timeline": {
+                  "items": {
+                    "additionalProperties": false,
+                    "properties": {
+                      "inflow": {
+                        "additionalProperties": {
+                          "maxLength": 32,
+                          "type": "string"
+                        },
+                        "propertyNames": {
+                          "type": "string"
+                        },
+                        "type": "object"
+                      },
+                      "month": {
+                        "pattern": "^\\d{4}-(0[1-9]|1[0-2])$",
+                        "type": "string"
+                      },
+                      "occurrences": {
+                        "items": {
+                          "additionalProperties": false,
+                          "properties": {
+                            "amount": {
+                              "maxLength": 32,
+                              "type": "string"
+                            },
+                            "date": {
+                              "format": "date",
+                              "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
+                              "type": "string"
+                            },
+                            "direction": {
+                              "enum": [
+                                "inflow",
+                                "outflow",
+                                "neutral"
+                              ],
+                              "type": "string"
+                            },
+                            "merchant_name": {
+                              "minLength": 1,
+                              "type": "string"
+                            },
+                            "recurring_item_id": {
+                              "minLength": 1,
+                              "type": "string"
+                            }
+                          },
+                          "required": [
+                            "amount",
+                            "date",
+                            "direction",
+                            "merchant_name",
+                            "recurring_item_id"
+                          ],
+                          "type": "object"
+                        },
+                        "type": "array"
+                      },
+                      "outflow": {
+                        "additionalProperties": {
+                          "maxLength": 32,
+                          "type": "string"
+                        },
+                        "propertyNames": {
+                          "type": "string"
+                        },
+                        "type": "object"
+                      }
+                    },
+                    "required": [
+                      "inflow",
+                      "month",
+                      "occurrences",
+                      "outflow"
+                    ],
+                    "type": "object"
+                  },
+                  "type": "array"
+                },
+                "title": {
+                  "minLength": 1,
+                  "type": "string"
+                },
+                "totals": {
+                  "additionalProperties": false,
+                  "properties": {
+                    "annual": {
+                      "additionalProperties": false,
+                      "properties": {
+                        "inflow": {
+                          "additionalProperties": {
+                            "maxLength": 32,
+                            "type": "string"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        },
+                        "outflow": {
+                          "additionalProperties": {
+                            "maxLength": 32,
+                            "type": "string"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        }
+                      },
+                      "required": [
+                        "inflow",
+                        "outflow"
+                      ],
+                      "type": "object"
+                    },
+                    "counted": {
+                      "maximum": 9007199254740991,
+                      "minimum": 0,
+                      "type": "integer"
+                    },
+                    "excluded": {
+                      "additionalProperties": false,
+                      "properties": {
+                        "candidate": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        },
+                        "ended": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        },
+                        "inactive": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        },
+                        "no_cadence": {
+                          "maximum": 9007199254740991,
+                          "minimum": 0,
+                          "type": "integer"
+                        }
+                      },
+                      "required": [
+                        "candidate",
+                        "ended",
+                        "inactive",
+                        "no_cadence"
+                      ],
+                      "type": "object"
+                    },
+                    "monthly_equivalent": {
+                      "additionalProperties": false,
+                      "properties": {
+                        "inflow": {
+                          "additionalProperties": {
+                            "maxLength": 32,
+                            "type": "string"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "type": "object"
+                        },
+                        "outflow": {
+                          "additionalProperties": {
+                            "maxLength": 32,
+                            "type": "string"
+                          },
+                          "propertyNames": {
+                            "type": "string"
+                          },
+                          "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"
+  }
+]

Changed15 schema fields changedSep 11, 2026

removedInput schema / $defs

Removed 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"
-      }
-    ]
-  }
-}

addedInput schema / additionalProperties
```
Added value: +false
```

removedInput schema / properties / args

Removed 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"
-}

addedInput schema / properties / from

Added 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"
+}

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"
-}

removedInput schema / properties / kind

Removed value: -{
-  "enum": [
-    "budget-status",
-    "cashflow",
-    "metric-trend",
-    "overview",
-    "spending-categories",
-    "visible-net-position"
-  ],
-  "type": "string"
-}

addedInput schema / properties / panel

Added value: +{
+  "enum": [
+    "net-position",
+    "cash-flow",
+    "recent-transactions",
+    "holdings",
+    "investments",
+    "spending",
+    "budget-status",
+    "goals",
+    "coming-up",
+    "agent-activity"
+  ],
+  "type": "string"
+}

addedInput schema / properties / panels

Added 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"
+}

addedInput schema / properties / preset

Added value: +{
+  "enum": [
+    "1w",
+    "1m",
+    "3m",
+    "ytd",
+    "1y"
+  ],
+  "type": "string"
+}

addedInput schema / properties / to

Added 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"
+}

changedInput schema / required

Previous value: -[
-  "reason",
-  "kind"
-]New value: +[
+  "reason"
+]

removedOutput schema / additionalProperties
```
Removed value: -false
```

addedOutput schema / anyOf

Added 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": {
+                    "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": {
+                      "amount": {
+                        "maxLength": 32,
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+                              "type": "string"
+                            },
+                            "value": {
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+                              "type": "string"
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+                            "date",
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+                        "format": "date",
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+                        "type": "string"
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+                          "active",
+                          "archived",
+                          "completed",
+                          "paused"
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+                  "type": "string"
+                },
+                "view_url": {
+                  "format": "uri",
+                  "type": "string"
+                }
+              },
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+                            "type": "string"
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+                            "type": "string"
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+                          "date",
+                          "amount",
+                          "status"
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+                          "neutral"
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+                            "type": "string"
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+                          "later",
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+                "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"
+  }
+]

removedOutput schema / properties

Removed 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]+$",
-          "type": "string"
-        },
-        "message": {
-          "type": "string"
-        },
-        "recovery_url": {
-          "type": "string"
-        },
-        "required_capability": {
-          "type": "string"
-        },
-        "retry_after_seconds": {
-          "exclusiveMinimum": 0,
-          "maximum": 9007199254740991,
-          "type": "integer"
-        },
-        "retryable": {
-          "type": "boolean"
-        },
-        "suggested_command": {
-          "type": "string"
-        }
-      },
-      "required": [
-        "code",
-        "message",
-        "retryable"
-      ],
-      "type": "object"
-    },
-    "type": "array"
-  },
-  "generated_at": {
-    "type": "string"
-  },
-  "metadata": {
-    "additionalProperties": {},
-    "propertyNames": {
-      "type": "string"
-    },
-    "type": "object"
-  },
-  "next_actions": {
-    "items": {
-      "additionalProperties": false,
-      "properties": {
-        "args": {
-          "additionalProperties": {
-            "$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"
-  }
-}

removedOutput schema / required

Removed value: -[
-  "data",
-  "errors",
-  "generated_at",
-  "next_actions",
-  "request_id",
-  "schema_version",
-  "status",
-  "warnings"
-]

Changed1 schema field changedAug 27, 2026

addedOutput schema / properties / metadata

Added value: +{
+  "additionalProperties": {},
+  "propertyNames": {
+    "type": "string"
+  },
+  "type": "object"
+}

Changed2 schema fields changedAug 26, 2026

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"
+]

Changed2 schema fields changedAug 26, 2026

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"
-}

Changed2 schema fields changedAug 26, 2026

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"
+}

Changed4 schema fields changedAug 20, 2026

addedInput 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"
+      }
+    ]
+  }
+}

addedInput schema / properties / args / additionalProperties / $ref
```
Added value: +"#/$defs/__schema0"
```

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"
```

First observedAug 17, 2026

TDQS

C2.7/5.0

Behavior1/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description states the tool 'Read's data 'without changing financial records', implying a read-only operation. However, the annotations declare readOnlyHint=false, which directly contradicts the description's read-only claim. Per the contradiction rule, this dimension must be scored 1.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is dense but well-organized, front-loading the core verb and resource in the first clause. The conditional rendering behavior and the note on overview configuration are relevant, though the description is longer than strictly necessary.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with 8 optional parameters and a complex rendering conditional, the description omits guidance on when to use panel vs panels, how preset interacts with date ranges, and what the action-history implications are beyond a read claim. The annotation contradiction further weakens its completeness.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is only 38%, so the description needed to compensate by explaining parameters, but it does not. It never clarifies the relationship between to/from and preset, nor how to choose between panel and panels, relying on schema enums and existing inline descriptions instead.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool 'Read one focused Candor panel or the stored Overview' and enumerates the outputs: text context, structured panel data, and a View in Candor link. It also distinguishes itself from overview configuration by naming candor_configure_overview, but it does not differentiate from read siblings like candor_get or candor_query.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage when reading a Candor panel or the stored Overview, and it notes that overview configuration belongs to candor_configure_overview. However, it gives no explicit guidance on when to choose this tool over other read-oriented siblings such as candor_get or candor_query, leaving alternatives to inference.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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