feat: complete SHD MCP plugin workflows and widget

2026-08-24 17:25:38 +03:00
parent 39fb5c02b7
commit 08cf3672a4
86 changed files with 1707 additions and 5 deletions
@@ -33,3 +33,5 @@ Do not approve, publish, delete, merge, move a deal stage, create a payment or
 change ownership unless the user explicitly requests that exact operation.
 Report IDs, resolved links, changed fields and server validation separately from
 recommendations.
+
+See `references/finance-crm-audit.md` for the finance/CRM audit boundary.
@@ -0,0 +1,5 @@
+interface:
+  display_name: SHD finance and CRM
+  short_description: Finance and customer workflows
+policy:
+  allow_implicit_invocation: false
@@ -0,0 +1,6 @@
+# Finance and CRM audit boundary
+
+Finance documents, payments, allocations, CRM entities, links and stages are
+different objects. Report their identifiers and returned state separately.
+Use the dedicated `shd-financial-account-audit` workflow for reconciliation,
+balances, settlements or audit-log questions.