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
@@ -0,0 +1,30 @@
+---
+name: shd-financial-account-audit
+description: Use when the user asks to audit SHD finance accounts, balances, payments, documents, allocations, settlements or finance history.
+---
+
+# SHD financial audit
+
+## Read path
+
+1. Resolve project, legal entity, counterparty and period before reading.
+2. Use `shd_list_finance_refs` for allowed categories, accounts and reference
+   values when the request depends on them.
+3. Read documents and payments with `shd_list_finance_documents`,
+   `shd_get_finance_document`, `shd_list_finance_payments` and
+   `shd_get_finance_payment`.
+4. Use `shd_get_finance_account_balance` and
+   `shd_list_finance_audit_log` when balances or history are requested.
+5. Reconcile only records returned for the same scope and period. Mark missing
+   links, currency differences and permission gaps explicitly.
+
+## Settlement safety
+
+- Allocation, removal of allocation, payment creation, approval, deletion and
+  document replacement are writes; do not perform them during an audit.
+- A document total is not proof of payment, and a payment is not proof of
+  allocation.
+- For an explicitly requested write, read the latest payment/document and use
+  the server's idempotency and concurrency contract, then read back the result.
+
+See `references/finance-audit.md` for the reconciliation format.