@happyvertical/smrt-chat 0.56.0 → 0.56.2

package/AGENTS.md

@@ -97,6 +97,19 @@ fail-closed `allowedTools` offer/execution gates; RBAC, tenant, redaction,
 bounded query results, and audit authority remain in the authenticated
 `PrincipalRun` supplied by `@happyvertical/smrt-agents`.
 
+## Commerce money tools (#3937)
+
+Hosts that offer invoice money work must explicitly register
+`createCommerceMoneyTools()` from `@happyvertical/smrt-commerce` in
+their authenticated assistant route's `extraTools` (for example, `extraTools: () => createCommerceMoneyTools()`) and
+add only the desired `commerce.*` slugs to the persona's `allowedTools`.
+They are not generic manifest CRUD tools: tax codes are selected by code,
+preview is calculator-only, and line writes run through the document-money
+coordinator. Each execution reasserts the principal allow-list and required
+`Invoice`, `InvoiceLineItem`, `DocumentTax`, and `TaxCode` operations. The
+generated MCP invoice `get` serializer remains commerce-owned; use its
+stored-facts integration when that serializer exposes `DocumentTax` rows.
+
 ## Runtime report tools (#3711)
 
 `createRuntimeReportTools()` (`runtime-report-tools.ts`) returns four

package/README.md

@@ -159,6 +159,34 @@ if (session.isActive()) {
 }
 ```
 
+### Commerce money assistant tools
+
+An authenticated AssistantDock host can register the draft-invoice tools through
+the same `extraTools` seam. Include only the tools the persona may use in its
+server-controlled `allowedTools`; the tools repeat both the allow-list and
+operation checks when invoked.
+
+```typescript
+import { createCommerceMoneyTools } from '@happyvertical/smrt-commerce';
+import { mountAssistantRoutes } from '@happyvertical/smrt-chat/sveltekit';
+
+const routes = mountAssistantRoutes({
+  // The authenticated host resolves allowedTools for each principal.
+  extraTools: () => createCommerceMoneyTools(),
+  allowedTools: () => [
+    'commerce.taxCodes.list',
+    'commerce.invoice.preview',
+    'commerce.invoice.line.add',
+    'commerce.invoice.line.update',
+  ],
+  // ...the host's principal, database, and AI bindings
+});
+```
+
+These tools select tax codes by code and use the commerce calculator and
+document-money coordinator. They do not expose raw amount, tax amount, or
+numeric tax-rate writes.
+
 ### Voice gateway turns
 
 `smrt-chat` can expose a gateway-facing turn target for browser voice input.