Blackbook Protocol Advisor

Reviewed 23h ago.

• tools: 25 tools scanned
• metadata: scanned

No findings.

Tools (25)

• search_book

  REQUIRED before substantive Protocol answers. Search approved Blackbook Protocol passages and return cited excerpts. Prefer Protocol vocabulary from hits over generic UK legal advice. Returns ranked results plus the educational boundary.

• get_module_playbook

  REQUIRED when coaching setup. Return the ordered Protocol checklist for a module. For 95/5 / share transfer into the Trust use equity_95_5 (not a freestyle solicitor checklist). Modules: vault, trs, equity_95_5, psc, banking, ip, philosophy, legacy, property.

• list_skills

  List Protocol Architect workflow skills (Vault, TRS, 95/5, PSC, portal co-pilot). Call when the Owner asks how to set something up; then get_skill for the matching workflow.

• get_skill

  Load a Protocol workflow skill as markdown. Names: establish-vault-trust, register-trust-trs, implement-95-5-equity-split, update-psc-companies-house, run-portal-copilot.

• list_modules

  List available Protocol advisor modules in coaching order.

• get_hmrc_guidance

  Retrieve approved GOV.UK/HMRC trust and inheritance-tax guidance by topic. Returns a title, official URL, and short summary. Not a live scrape of GOV.UK.

• get_companies_house_guidance

  Retrieve approved Companies House / PSC / WebFiling guidance. PSC filings name individuals (trustees), never the Trust itself.

• run_trust_intake

  Validate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.

• draft_form_answers

  Draft preparation notes for TRS, IHT100, IHT400, and related professional-review questions from a completed intake. Label as a Protocol guide for solicitor execution.

• prepare_portal_fill

  Map intake facts to a fill_fields payload for TRS or Companies House PSC. Secrets (auth code) are listed but never filled. Call after Owner login; align labels with list_fillable_fields. Never maps the Trust as a PSC organisation.

• generate_review_bundle

  Generate a cited professional-review bundle from a completed intake for the Owner to take to a solicitor or CTA.

• list_risk_flags

  Return legal, tax, and practical red flags detected from customer facts (settlor-as-beneficiary, lender consent, offshore, time pressure).

• list_implementation_modes

  List Owner choices: self_serve (own browser + guidance) vs assisted (Browserbase live view + optional fill). Ask before starting co-pilot.

• get_self_serve_portal

  Self-serve path: return the official portal URL plus Protocol checklist for the Owner’s own browser. Present portalUrl as a clickable markdown link (MCP cannot launch local browsers). Do not start Browserbase.

• start_browser_session

  ASSISTED mode only. Start a fresh ephemeral Browserbase (or mock) co-pilot session. Returns liveViewUrl — no purchaser email. If Owner prefers their own browser, use get_self_serve_portal instead.

• open_portal

  Navigate the assisted session to an allowlisted portal: trs, trs_manage, companies_house_webfiling, or companies_house_psc.

• explain_current_screen

  Summarise the current portal page: URL, text excerpt, fillable fields, Protocol hint, signedInLikely.

• list_fillable_fields

  Inventory visible non-secret form controls (label/name/type) on the current portal page. Use to align prepare_portal_fill keys.

• fill_fields

  Fill non-secret form fields (label/placeholder/name). Never passwords, OTPs, or Companies House auth codes.

• request_user_action

  Pause for Owner login, CAPTCHA, 2FA, or review in the Browserbase live view. Never ask the Owner to paste passwords into chat.

• wait_for_user_ready

  After request_user_action(login|2fa), poll until the page leaves the sign-in surface (or timeout). Then continue fill.

• prepare_submit_confirmation

  Create a one-time confirmation token required before confirm_and_submit. Show the token to the human Owner; do not submit without it.

• confirm_and_submit

  Submit the current portal form only after the human provides a valid one-time confirmationToken from prepare_submit_confirmation. This can file on a government portal.

• end_browser_session

  Tear down the assisted browser session. No credentials are persisted. Safe to call more than once for the same id after expiry.

• get_legal_boundary

  Return the mandatory educational / non-advice boundary statement. Call when the Owner asks if this is legal advice.