Explain the AutoFYI business rules, safe tool order, and deliberately excluded admin endpoints.

Check whether the deployed backend and its FYI browser session are reachable. Makes no changes.

Check whether an FYI CSV catalog is published and report its version, age, rows, and columns.

Describe queryable FYI CSV columns. Request one column for up to 10 common values; truncated is not exhaustive.

Safely count/filter/group the imported FYI client snapshot. Structured operations only—never raw SQL or live-job claims.

Rank client candidates. Claude compares names, proposes a likely non-exact match, and asks the user to confirm.

Load one strict identical client name; otherwise return ranked candidates for AI review and user confirmation.

Read a selected client's FYI information, Xero templates, and prepared allocations. Use full only when necessary.

Read the live FYI jobs available to invoice and their work amounts. Browser-driven and may take minutes.

Read live FYI jobs plus billing-job interim dates and amounts. Makes no FYI changes but may take minutes.

Classify selected live FYI months as unsplit, split, partially allocated, ambiguous, missing, or inconsistent.

Build a no-write billing plan from client/Xero/allocation information and identify the next safe live check.

Validate live FYI interims and prepare—but do not execute—a permanent full-invoice service split.

Prepare one complete service-type allocation. Merge that service's months/jobs; never mix service types.

Prepare a no-interim direct invoice. Repeating clients are blocked unless the duplicate-billing override is explicit.

Re-read an unexpired prepared action or retrieve its completed result. Never executes it.

Cancel a prepared action locally. No request is sent to AutoFYI or FYI.

Execute exactly one prepared financial write. Call only after the user supplies the exact preview phrase; never retry.