@lerianstudio/matcher-mcp 5.0.0-beta.5 → 5.0.0-beta.50

package/dist/matcher/client.js

@@ -14,6 +14,7 @@
 //     fetch/abort error — so error handling upstream is uniform.
 import { loadConfig } from '../config.js';
 import { injectTraceContext } from '../observability/otel.js';
+import { deriveDispatchIdempotencyKey, isDispatchPath, } from './idempotency.js';
 /** Thrown by `MatcherClient.request` on any matcher status >= 400 (or transport failure). */
 export class MatcherApiError extends Error {
     /** HTTP status from matcher (synthetic, e.g. 504, for transport failures). */
@@ -122,6 +123,19 @@ export function createMatcherClient(baseUrl, bearerToken) {
             // NOT set content-type and must NOT JSON.stringify. Every other body
             // (the overwhelming majority of requests) keeps the existing JSON path.
             const isFormData = req.body instanceof FormData;
+            // A dispatch is the one request whose side effect lands outside matcher, so
+            // it is never sent unkeyed: without a key the model's retry after a relay
+            // timeout opens a second ticket. The caller's own key always wins — that is
+            // how a DELIBERATE second dispatch gets through. Every other route stays
+            // opt-in and unkeyed. FormData is excluded because a dispatch body is JSON
+            // by contract and a multipart body has no canonical digest form here.
+            const idempotencyKey = req.idempotencyKey ??
+                (req.method === 'POST' && isDispatchPath(req.path) && !isFormData
+                    ? deriveDispatchIdempotencyKey(req.path, req.body)
+                    : undefined);
+            if (idempotencyKey !== undefined) {
+                headers['x-idempotency-key'] = idempotencyKey;
+            }
             let outgoingBody;
             if (isFormData) {
                 outgoingBody = req.body;

package/dist/matcher/client.js.map

@@ -1 +1 @@
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package/dist/matcher/idempotency.js

@@ -0,0 +1,94 @@
+// Idempotency keys for the requests the relay must never send twice.
+//
+// WHY THIS IS IN THE TRANSPORT LAYER
+// Matcher's idempotency is opt-in on `X-Idempotency-Key`, so an unkeyed request
+// is a request nobody can deduplicate. The relay aborts on its own
+// `MATCHER_TIMEOUT_MS`: a dispatch that succeeds slowly at Jira/ServiceNow still
+// hands the model a transport error, the model retries the tool, and a second
+// ticket opens at the target — which matcher cannot undo.
+//
+// Dispatch reaches matcher through THREE surfaces, not one: `exception_dispatch`,
+// `exception_bulk_dispatch`, and the generic `matcher_invoke` (which can invoke
+// any operation in the spec, dispatch included). Keying only the curated pair
+// would leave the generic surface duplicating tickets. `createMatcherClient` is
+// the single seam all three route through, so the default key is stamped there
+// and this module owns the two rules it needs: which paths are dispatch, and how
+// their key is derived.
+//
+// Every other operation keeps today's unkeyed behaviour on purpose. A key makes
+// a repeat REPLAY, which is right for a dispatch and wrong for, say, a second
+// deliberate `createContext` with the same body.
+import { createHash } from 'node:crypto';
+import { z } from 'zod';
+/** Matcher's own key contract: 1–128 chars of `A-Za-z0-9:_-`. */
+export const IDEMPOTENCY_KEY_PATTERN = /^[A-Za-z0-9:_-]{1,128}$/;
+/**
+ * Zod field for the optional caller-chosen key on the tools that can dispatch.
+ * Validated against matcher's contract so a malformed key fails at the tool
+ * boundary with a readable message instead of as a matcher 400.
+ */
+export const idempotencyKeyInputField = z
+    .string()
+    .regex(IDEMPOTENCY_KEY_PATTERN, 'idempotencyKey must be 1–128 chars of A-Z a-z 0-9 : _ -')
+    .optional()
+    .describe('Optional idempotency key. OMIT IT normally: a key derived from this ' +
+    'request is sent automatically for dispatch operations, so a retry after ' +
+    'a timeout replays the recorded answer instead of dispatching a second ' +
+    'time. Supply a distinct value ONLY to deliberately dispatch again after ' +
+    'checking the target system — for example after an MTCH-0514 (outcome ' +
+    'unconfirmed) answer.');
+/**
+ * Is this path one of matcher's two dispatch routes —
+ * `/v1/exceptions/{id}/dispatch` and `/v1/exceptions/bulk/dispatch`?
+ */
+export function isDispatchPath(path) {
+    return path.startsWith('/v1/exceptions/') && path.endsWith('/dispatch');
+}
+/**
+ * Content-derived key for a dispatch request: `dispatch:` + sha256 hex of
+ * `path|canonicalBody` (73 chars, inside matcher's 128-char cap and charset).
+ *
+ * Determinism is the whole point — the model's retry of the same tool call with
+ * the same arguments derives the same key, so matcher replays its recorded
+ * answer (including a HELD MTCH-0514 refusal) instead of re-executing.
+ *
+ * `exceptionIds` is sorted for the digest only; the body keeps the caller's
+ * order. The same SET of ids is the same request whatever order it arrived in,
+ * and a model re-emitting the list differently must not defeat the dedup.
+ */
+export function deriveDispatchIdempotencyKey(path, body) {
+    return `dispatch:${createHash('sha256')
+        .update(`${path}|${JSON.stringify(canonicalizeBody(body))}`)
+        .digest('hex')}`;
+}
+/**
+ * The digest input's body form. Object keys are sorted recursively so the same
+ * fields in a different property order hash to the same key — `matcher_invoke`
+ * accepts a free-form body, so a model re-emitting equivalent JSON with another
+ * key order must not defeat the dedup. Ordinary arrays keep their order (a
+ * different element order can be a different request); `exceptionIds` is the
+ * one set-semantics exception and is value-sorted.
+ */
+function canonicalizeBody(body) {
+    if (body === null || typeof body !== 'object') {
+        return body ?? null;
+    }
+    if (Array.isArray(body)) {
+        return body.map(canonicalizeBody);
+    }
+    const record = body;
+    return Object.fromEntries(Object.keys(record)
+        // `JSON.stringify` omits undefined-valued properties from the wire body,
+        // so they must not reach the digest either: `{ queue: undefined }` and
+        // `{}` send the same request and must derive the same key. Explicit
+        // nulls survive (they are on the wire too).
+        .filter((key) => record[key] !== undefined)
+        .sort()
+        .map((key) => [
+        key,
+        key === 'exceptionIds' && Array.isArray(record[key])
+            ? [...record[key]].map(String).sort()
+            : canonicalizeBody(record[key]),
+    ]));
+}
+//# sourceMappingURL=idempotency.js.map

package/dist/matcher/idempotency.js.map

@@ -0,0 +1 @@
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package/dist/spec/curated-operations.js

@@ -172,6 +172,10 @@ export const GENERIC_ONLY_OPERATION_IDS = [
     // required knowing the operationId.)
     'admin-suspend-workspace', // PUT /v1/admin/workspaces/{slug}/suspend
     'admin-reactivate-workspace', // PUT /v1/admin/workspaces/{slug}/reactivate
+    // The enterprise plan assignment joins its two siblings above, and is the one of the
+    // four an agent must least be able to reach: it changes what a company is charged, on
+    // a workspace named in the path rather than in the caller's own token.
+    'admin-assign-workspace-plan', // PUT /v1/admin/workspaces/{slug}/plan
     // The backoffice invoicing read belongs with its two siblings above and NOT with the
     // curated tools, for a reason stronger than "it is an operator surface": it is
     // addressed by slug and answers with another company's name, address and CPF/CNPJ.

package/dist/spec/curated-operations.js.map

@@ -1 +1 @@
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+{"version":3,"file":"curated-operations.js","sourceRoot":"","sources":["../../src/spec/curated-operations.ts"],"names":[],"mappings":"AAAA,gFAAgF;AAChF,wDAAwD;AACxD,EAAE;AACF,kBAAkB;AAClB,uEAAuE;AACvE,gFAAgF;AAChF,4EAA4E;AAC5E,2EAA2E;AAC3E,+EAA+E;AAC/E,4EAA4E;AAC5E,+EAA+E;AAC/E,yEAAyE;AACzE,4EAA4E;AAC5E,EAAE;AACF,0EAA0E;AAC1E,+EAA+E;AAC/E,6EAA6E;AAC7E,+EAA+E;AAC/E,4EAA4E;AAC5E,gFAAgF;AAChF,8DAA8D;AAC9D,EAAE;AACF,kDAAkD;AAClD,kFAAkF;AAClF,+EAA+E;AAC/E,+EAA+E;AAC/E,6EAA6E;AAC7E,uDAAuD;AAEvD;;;GAGG;AACH,MAAM,CAAC,MAAM,qBAAqB,GAAG;IACnC,6CAA6C;IAC7C,mBAAmB,EAAE,mDAAmD;IACxE,mBAAmB,EAAE,gEAAgE;IACrF,gBAAgB,EAAE,gEAAgE;IAClF,kBAAkB,EAAE,mDAAmD;IACvE,qBAAqB,EAAE,yEAAyE;IAChG,mBAAmB,EAAE,gEAAgE;IAErF,qCAAqC;IACrC,eAAe,EAAE,8DAA8D;IAC/E,eAAe,EAAE,qDAAqD;IACtE,YAAY,EAAE,qDAAqD;IACnE,cAAc,EAAE,8DAA8D;IAC9E,eAAe,EAAE,qDAAqD;IAEtE,yCAAyC;IACzC,iBAAiB,EAAE,6DAA6D;IAChF,iBAAiB,EAAE,sEAAsE;IACzF,cAAc,EAAE,sEAAsE;IACtF,gBAAgB,EAAE,6DAA6D;IAC/E,mBAAmB,EAAE,qEAAqE;IAC1F,iBAAiB,EAAE,sEAAsE;IAEzF,gHAAgH;IAChH,eAAe,EAAE,+CAA+C;IAChE,YAAY,EAAE,2DAA2D;IACzE,cAAc,EAAE,+CAA+C;IAC/D,eAAe,EAAE,2DAA2D;IAC5E,gBAAgB,EAAE,yEAAyE;IAC3F,gBAAgB,EAAE,yEAAyE;IAC3F,kBAAkB,EAAE,mFAAmF;IAEvG,8GAA8G;IAC9G,cAAc,EAAE,2DAA2D;IAC3E,WAAW,EAAE,sEAAsE;IACnF,aAAa,EAAE,2DAA2D;IAC1E,cAAc,EAAE,sEAAsE;IACtF,eAAe,EAAE,oFAAoF;IACrG,eAAe,EAAE,oFAAoF;IAErG,4EAA4E;IAC5E,gBAAgB,EAAE,mFAAmF;IACrG,qBAAqB,EAAE,mFAAmF;IAC1G,sBAAsB,EAAE,gEAAgE;IACxF,gBAAgB,EAAE,wDAAwD;IAC1E,gBAAgB,EAAE,wDAAwD;IAE1E,qCAAqC;IACrC,aAAa,EAAE,oDAAoD;IACnE,mBAAmB,EAAE,2DAA2D;IAChF,eAAe,EAAE,iEAAiE;IAClF,UAAU,EAAE,gEAAgE;IAE5E,wCAAwC;IACxC,YAAY,EAAE,0EAA0E;IACxF,sBAAsB,EAAE,8EAA8E;IACtG,sBAAsB,EAAE,+DAA+D;IACvF,wBAAwB,EAAE,iEAAiE;IAC3F,uBAAuB,EAAE,gEAAgE;IACzF,eAAe,EAAE,sFAAsF;IACvG,mBAAmB,EAAE,0EAA0E;IAC/F,qBAAqB,EAAE,6EAA6E;IACpG,cAAc,EAAE,iEAAiE;IACjF,qBAAqB,EAAE,yEAAyE;IAChG,cAAc,EAAE,0EAA0E;IAC1F,gBAAgB,EAAE,mDAAmD;IACrE,aAAa,EAAE,0EAA0E;IAEzF,mCAAmC;IACnC,cAAc,EAAE,gEAAgE;IAChF,YAAY,EAAE,0DAA0D;IACxE,cAAc,EAAE,8CAA8C;IAC9D,gBAAgB,EAAE,mEAAmE;IAErF,uCAAuC;IACvC,wBAAwB,EAAE,+FAA+F;IACzH,iBAAiB,EAAE,wFAAwF;IAC3G,qBAAqB,EAAE,qGAAqG;IAC5H,mBAAmB,EAAE,gFAAgF;IACrG,mBAAmB,EAAE,+GAA+G;IACpI,oBAAoB,EAAE,+FAA+F;IACrH,YAAY,EAAE,gJAAgJ;IAE9J,uCAAuC;IACvC,wBAAwB,EAAE,8EAA8E;IACxG,sBAAsB,EAAE,0FAA0F;IAClH,mBAAmB,EAAE,yFAAyF;IAC9G,4BAA4B,EAAE,sFAAsF;IACpH,aAAa,EAAE,kFAAkF;IACjG,oBAAoB,EAAE,+FAA+F;IACrH,gBAAgB,EAAE,qFAAqF;IAEvG,kCAAkC;IAClC,iBAAiB,EAAE,oFAAoF;IACvG,cAAc,EAAE,iFAAiF;IACjG,mBAAmB,EAAE,sFAAsF;IAC3G,gBAAgB,EAAE,mFAAmF;IACrG,wBAAwB,EAAE,qFAAqF;IAC/G,qBAAqB,EAAE,kFAAkF;IACzG,qBAAqB,EAAE,kFAAkF;IACzG,uBAAuB,EAAE,oFAAoF;IAC7G,sBAAsB,EAAE,mFAAmF;IAC3G,kBAAkB,EAAE,2EAA2E;IAC/F,kBAAkB,EAAE,2EAA2E;IAC/F,oBAAoB,EAAE,6EAA6E;IACnG,mBAAmB,EAAE,4EAA4E;IAEjG,iEAAiE;IACjE,mBAAmB,EAAE,sEAAsE;CACnF,CAAA;AAEV;;;;;;GAMG;AACH,MAAM,CAAC,MAAM,0BAA0B,GAAG;IACxC,8EAA8E;IAC9E,kEAAkE;IAClE,iBAAiB;IACjB,4EAA4E;IAC5E,+DAA+D;IAC/D,iBAAiB;IACjB,+EAA+E;IAC/E,wEAAwE;IACxE,wBAAwB,EAAE,8CAA8C;IACxE,yBAAyB,EAAE,8CAA8C;IACzE,0BAA0B,EAAE,oEAAoE;IAChG,0BAA0B,EAAE,6DAA6D;IACzF,8EAA8E;IAC9E,4DAA4D;IAC5D,0BAA0B,EAAE,wDAAwD;IACpF,+EAA+E;IAC/E,qEAAqE;IACrE,iBAAiB,EAAE,gCAAgC;IACnD,yEAAyE;IACzE,6EAA6E;IAC7E,8EAA8E;IAC9E,wEAAwE;IACxE,QAAQ,EAAE,kBAAkB;IAC5B,eAAe,EAAE,yBAAyB;IAC1C,0EAA0E;IAC1E,qEAAqE;IACrE,uBAAuB,EAAE,wCAAwC;IACjE,oEAAoE;IACpE,4EAA4E;IAC5E,6EAA6E;IAC7E,2EAA2E;IAC3E,8EAA8E;IAC9E,qCAAqC;IACrC,yBAAyB,EAAE,0CAA0C;IACrE,4BAA4B,EAAE,6CAA6C;IAC3E,qFAAqF;IACrF,sFAAsF;IACtF,uEAAuE;IACvE,6BAA6B,EAAE,uCAAuC;IACtE,qFAAqF;IACrF,+EAA+E;IAC/E,mFAAmF;IACnF,mFAAmF;IACnF,0CAA0C;IAC1C,yBAAyB,EAAE,0CAA0C;IACrE,iFAAiF;IACjF,oFAAoF;IACpF,wEAAwE;IACxE,iFAAiF;IACjF,oFAAoF;IACpF,uBAAuB,EAAE,2BAA2B;CAC5C,CAAA"}

package/dist/spec/openapi.yaml

@@ -230,6 +230,33 @@ components:
         - createdAt
         - updatedAt
       type: object
+    AdminAssignPlanInputBody:
+      additionalProperties: false
+      properties:
+        plan:
+          description: "The plan code to assign. ONLY \"enterprise\" is accepted: self-serve plans are bought through checkout and converged from the live subscription's price, so assigning one here would be a payment-processor bypass the next processor delivery silently reverts. Any other code is refused with 409."
+          maxLength: 64
+          type: string
+      required:
+        - plan
+      type: object
+    AdminAssignPlanResult:
+      additionalProperties: false
+      properties:
+        billingStatus:
+          description: The commercial standing the workspace now holds. An enterprise contract is in good standing the moment it is signed, so this is always "active".
+          type: string
+        plan:
+          description: The plan the workspace now holds.
+          type: string
+        slug:
+          description: The workspace assigned.
+          type: string
+      required:
+        - slug
+        - plan
+        - billingStatus
+      type: object
     AdminWorkspaceBilling:
       additionalProperties: false
       properties:
@@ -321,10 +348,15 @@ components:
       additionalProperties: false
       properties:
         accountRef:
-          description: Stored opaque vendor account reference (Pluggy itemId, Belvo link id)
+          description: Stored opaque vendor account reference (Pluggy itemId, Belvo link id); empty while the connection is awaiting consent
           examples:
             - a1b2c3d4-5678-90ab-cdef-1234567890ab
           type: string
+        awaitingConsent:
+          description: Whether the connection is still awaiting the end customer's vendor consent (no vendor item/link bound yet)
+          examples:
+            - false
+          type: boolean
         baseUrl:
           description: Stored vendor API base URL
           examples:
@@ -341,6 +373,11 @@ components:
           examples:
             - a1b2c3d4-5678-90ab-cdef-1234567890ab
           type: string
+        testable:
+          description: Whether Matcher can run a connectivity test for this connection right now (its vendor has a test path AND it is bound to a vendor item/link)
+          examples:
+            - true
+          type: boolean
         vendor:
           description: Aggregator vendor the connection is bound to
           enum:
@@ -355,6 +392,8 @@ components:
         - configName
         - baseUrl
         - accountRef
+        - testable
+        - awaitingConsent
       type: object
     AggregatorConnectionListResponse:
       additionalProperties: false
@@ -394,10 +433,9 @@ components:
       additionalProperties: false
       properties:
         accountRef:
-          description: Opaque vendor account reference (Pluggy itemId, Belvo link id) the webhook pull threads onto its request
+          description: Opaque vendor account reference (Pluggy itemId, Belvo link id) the webhook pull threads onto its request. Omit to create a connection awaiting consent — the connect flow binds it after the end customer authorizes.
           examples:
             - a1b2c3d4-5678-90ab-cdef-1234567890ab
-          minLength: 1
           type: string
         baseUrl:
           description: Vendor API base URL, stored as the connection host
@@ -432,7 +470,6 @@ components:
         - vendor
         - configName
         - baseUrl
-        - accountRef
         - clientId
         - secret
       type: object
@@ -440,10 +477,15 @@ components:
       additionalProperties: false
       properties:
         accountRef:
-          description: Stored opaque vendor account reference (Pluggy itemId, Belvo link id)
+          description: Stored opaque vendor account reference (Pluggy itemId, Belvo link id); empty while the connection is awaiting consent
           examples:
             - a1b2c3d4-5678-90ab-cdef-1234567890ab
           type: string
+        awaitingConsent:
+          description: Whether the connection is still awaiting the end customer's vendor consent (no vendor item/link bound yet)
+          examples:
+            - false
+          type: boolean
         baseUrl:
           description: Stored vendor API base URL
           examples:
@@ -468,6 +510,52 @@ components:
         - configName
         - baseUrl
         - accountRef
+        - awaitingConsent
+      type: object
+    AggregatorConsentTokenResponse:
+      additionalProperties: false
+      properties:
+        accountRef:
+          description: Vendor item/link id this token was scoped to (the stored binding); empty on a first consent. Pass it to the vendor widget's update mode alongside the token — do not substitute a locally cached value.
+          examples:
+            - a1b2c3d4-5678-90ab-cdef-1234567890ab
+          type: string
+        configName:
+          description: Config name of the connection the token was minted for
+          examples:
+            - pluggy-main
+          type: string
+        expiresAt:
+          description: UTC instant after which the vendor rejects this consent token
+          examples:
+            - "2026-08-23T12:30:00Z"
+          format: date-time
+          type: string
+        reconsent:
+          description: Whether the token re-authorizes the connection's existing vendor item/link (true) or will create a new one (false)
+          examples:
+            - false
+          type: boolean
+        token:
+          description: Short-lived, widget-ready consent token. Returned exactly once and never stored — pass it to the vendor widget and discard it.
+          examples:
+            - eyJhbGciOi...
+          type: string
+        vendor:
+          description: Aggregator vendor the consent token was minted against
+          enum:
+            - pluggy
+            - belvo
+          examples:
+            - pluggy
+          type: string
+      required:
+        - vendor
+        - configName
+        - token
+        - expiresAt
+        - reconsent
+        - accountRef
       type: object
     ApproveExtractionResponse:
       additionalProperties: false
@@ -632,6 +720,12 @@ components:
             - 0
           format: int64
           type: integer
+        fromSeq:
+          description: "Effective verification floor: the first tenant_seq eligible for inspection (1 when fromSeq was omitted). Resume a truncated run at fromSeq + verifiedCount"
+          examples:
+            - 1
+          format: int64
+          type: integer
         intact:
           description: True when every inspected record links to the previous one and matches its stored hash
           examples:
@@ -650,6 +744,7 @@ components:
           type: integer
       required:
         - intact
+        - fromSeq
         - verifiedCount
         - truncated
       type: object
@@ -878,6 +973,11 @@ components:
     BulkFailure:
       additionalProperties: false
       properties:
+        code:
+          description: Stable product error code for this row, when the failure has one
+          examples:
+            - MTCH-0514
+          type: string
         error:
           description: Human-readable reason the exception could not be processed
           examples:
@@ -1965,10 +2065,10 @@ components:
           type: integer
         structure:
           additionalProperties: {}
-          description: "Type-specific structure. FLAT: {\"amount\":\"1.50\"}. PERCENTAGE: {\"rate\":\"0.029\"} where rate is a 0..1 fraction of the base amount (0.029 means 2.9%), not a percent value. TIERED: {\"tiers\":[{\"rate\":\"0.01\",\"upTo\":\"1000\"},...]} with the same 0..1 fraction semantics per tier rate. EXPRESSION: {\"expression\":\"gross - desconto + multa + juros_dia * days_late(due_date, pay_date)\"} a formula over metadata fields (+ - * /, parentheses, and the functions days_late, days_between, max, min, abs, clamp)."
+          description: "Type-specific structure. FLAT: {\"amount\":\"1.50\"}. PERCENTAGE: {\"rate\":\"0.029\"} where rate is a 0..1 fraction of the base amount (0.029 means 2.9%), not a percent value. TIERED: {\"tiers\":[{\"rate\":\"0.01\",\"upTo\":\"1000\"},...]} with the same 0..1 fraction semantics per tier rate. EXPRESSION: {\"expression\":\"gross - desconto + multa + juros_dia * days_late(due_date, pay_date)\"} a formula over metadata fields (+ - * /, parentheses, and the functions days_late, days_between, max, min, abs, clamp). A formula that is only the base amount times numeric literals is a percentage rate and is bounded 0..1: gross * 0.029 is 2.9%, gross * 2.9 is refused; any other formula is unbounded."
           type: object
         structureType:
-          description: Shape of the fee structure. FLAT is a fixed amount; PERCENTAGE is a rate of the base; TIERED applies different rates per amount tier; EXPRESSION computes the fee from a bounded arithmetic formula over transaction metadata.
+          description: Shape of the fee structure; the structure field documents the object each one takes.
           enum:
             - FLAT
             - PERCENTAGE
@@ -2421,6 +2521,11 @@ components:
         sla:
           $ref: "#/components/schemas/SLAStatsResponse"
           description: SLA compliance statistics for the window.
+        unmatchedByCurrency:
+          description: Unreconciled exposure split by currency; the amounts sum to volume.unmatchedAmount. Empty when no transaction in the window is UNMATCHED or PENDING_REVIEW; always an array, never null. volume.unmatchedAmount is the engine's arithmetic sum of those amounts across currencies, so it is a meaningful money figure only when this split carries a single currency. Clients must not render it as money when the split names more than one currency.
+          items:
+            $ref: "#/components/schemas/CurrencyExposureResponse"
+          type: array
         updatedAt:
           description: Timestamp when these aggregates were computed (RFC 3339, UTC).
           examples:
@@ -2434,6 +2539,7 @@ components:
         - volume
         - matchRate
         - sla
+        - unmatchedByCurrency
         - updatedAt
       type: object
     Detail:
@@ -2595,11 +2701,12 @@ components:
       additionalProperties: false
       properties:
         category:
-          description: "Dispute category: BANK_FEE_ERROR (incorrect fee), UNRECOGNIZED_CHARGE, DUPLICATE_TRANSACTION, or OTHER"
+          description: "Dispute category: BANK_FEE_ERROR (incorrect fee), UNRECOGNIZED_CHARGE, DUPLICATE_TRANSACTION, AMOUNT_MISMATCH, or OTHER"
           enum:
             - BANK_FEE_ERROR
             - UNRECOGNIZED_CHARGE
             - DUPLICATE_TRANSACTION
+            - AMOUNT_MISMATCH
             - OTHER
           examples:
             - BANK_FEE_ERROR
@@ -2759,7 +2866,7 @@ components:
       additionalProperties: false
       properties:
         amount:
-          description: "Enrichment: the exception transaction's amount as a decimal string in the transaction's currency. Present on list rows whose transaction still exists; absent on the get-by-id/resolution paths and when the transaction was deleted."
+          description: "Enrichment: the exception transaction's amount as a decimal string in the transaction's currency. Present on list rows and get-by-id when the transaction still exists."
           examples:
             - "1250.50"
           type: string
@@ -2769,7 +2876,7 @@ components:
             - user@example.com
           type: string
         contextId:
-          description: "Enrichment: id of the reconciliation context the exception's source belongs to (UUID). Present on list rows whose transaction and source still exist; powers the global triage queue's context attribution."
+          description: "Enrichment: id of the reconciliation context the exception's source belongs to (UUID). Present on list rows and get-by-id when the transaction and source still exist; powers the global triage queue's context attribution."
           examples:
             - 550e8400-e29b-41d4-a716-446655440004
           type: string
@@ -2779,7 +2886,7 @@ components:
             - "2025-01-15T10:30:00Z"
           type: string
         currency:
-          description: "Enrichment: ISO 4217 currency code of the exception transaction's amount. Present on list rows whose transaction still exists."
+          description: "Enrichment: ISO 4217 currency code of the exception transaction's amount. Present on list rows and get-by-id when the transaction still exists."
           examples:
             - USD
           type: string
@@ -2841,6 +2948,9 @@ components:
           examples:
             - 550e8400-e29b-41d4-a716-446655440002
           type: string
+        settlement:
+          $ref: "#/components/schemas/ExceptionSettlementResponse"
+          description: Settlement figures for a fee break (expected vs credited and the signed difference), derived from the live fee-variance snapshot recorded for the exception's transaction. Present on get-by-id only, and only when the snapshot and the transaction amount are both available in the same currency.
         severity:
           description: "Severity level: LOW and MEDIUM are informational, HIGH needs prompt review, CRITICAL requires immediate action"
           enum:
@@ -2852,21 +2962,27 @@ components:
             - HIGH
           type: string
         sourceId:
-          description: "Enrichment: id of the reconciliation source the exception transaction belongs to (UUID). Present on list rows whose transaction still exists."
+          description: "Enrichment: id of the reconciliation source the exception transaction belongs to (UUID). Present on list rows and get-by-id when the transaction still exists."
           examples:
             - 550e8400-e29b-41d4-a716-446655440003
           type: string
+        sourceName:
+          description: "Enrichment: display name of the reconciliation source. Present on get-by-id when the transaction and its source still exist."
+          examples:
+            - Bank feed
+          type: string
         status:
-          description: "Lifecycle status: OPEN (unhandled), ASSIGNED (owned by a user), RESOLVED (closed out)"
+          description: "Lifecycle status: OPEN (unhandled), ASSIGNED (owned by a user), PENDING_RESOLUTION (a resolution is in flight), RESOLVED (closed out)"
           enum:
             - OPEN
             - ASSIGNED
+            - PENDING_RESOLUTION
             - RESOLVED
           examples:
             - OPEN
           type: string
         transactionDate:
-          description: "Enrichment: the exception transaction's value date as an RFC 3339 timestamp. Present on list rows whose transaction still exists."
+          description: "Enrichment: the exception transaction's value date as an RFC 3339 timestamp. Present on list rows and get-by-id when the transaction still exists."
           examples:
             - "2025-01-14T00:00:00Z"
           type: string
@@ -2888,6 +3004,35 @@ components:
         - createdAt
         - updatedAt
       type: object
+    ExceptionSettlementResponse:
+      additionalProperties: false
+      properties:
+        credited:
+          description: Amount actually credited (the transaction amount), as a decimal string
+          examples:
+            - "95.00"
+          type: string
+        currency:
+          description: ISO 4217 currency code of the settlement amounts (the transaction's currency)
+          examples:
+            - BRL
+          type: string
+        difference:
+          description: Signed difference credited minus expected, as a decimal string; negative when the credit fell short
+          examples:
+            - "-2.00"
+          type: string
+        expected:
+          description: Amount the transaction should have credited under the expected fee, as a decimal string
+          examples:
+            - "97.00"
+          type: string
+      required:
+        - expected
+        - credited
+        - difference
+        - currency
+      type: object
     ExportCountResponse:
       additionalProperties: false
       properties:
@@ -3356,7 +3501,7 @@ components:
           type: integer
         structure:
           additionalProperties: {}
-          description: "Type-specific structure. FLAT: {\"amount\":\"1.50\"}. PERCENTAGE: {\"rate\":\"0.029\"} where rate is a 0..1 fraction of the base amount (0.029 means 2.9%), not a percent value. TIERED: {\"tiers\":[{\"rate\":\"0.01\",\"upTo\":\"1000\"},...]} with the same 0..1 fraction semantics per tier rate. EXPRESSION: {\"expression\":\"gross - desconto + multa + juros_dia * days_late(due_date, pay_date)\"} a formula over metadata fields (+ - * /, parentheses, and the functions days_late, days_between, max, min, abs, clamp)."
+          description: "Type-specific structure. FLAT: {\"amount\":\"1.50\"}. PERCENTAGE: {\"rate\":\"0.029\"} where rate is a 0..1 fraction of the base amount (0.029 means 2.9%), not a percent value. TIERED: {\"tiers\":[{\"rate\":\"0.01\",\"upTo\":\"1000\"},...]} with the same 0..1 fraction semantics per tier rate. EXPRESSION: {\"expression\":\"gross - desconto + multa + juros_dia * days_late(due_date, pay_date)\"} a formula over metadata fields (+ - * /, parentheses, and the functions days_late, days_between, max, min, abs, clamp). A formula that is only the base amount times numeric literals is a percentage rate and is bounded 0..1: gross * 0.029 is 2.9%, gross * 2.9 is refused; any other formula is unbounded."
           type: object
         structureType:
           description: Shape of the fee structure. FLAT is a fixed amount; PERCENTAGE is a rate of the base; TIERED applies different rates per amount tier; EXPRESSION computes the fee from a bounded arithmetic formula over transaction metadata.
@@ -4054,7 +4199,7 @@ components:
           format: date-time
           type: string
         diagnosis:
-          description: Safe one-line diagnosis for a FAILED job (dialect diagnosis, rate-policy message, or generic safe message); empty for partial completed-with-errors jobs — internal error detail is never surfaced here
+          description: Safe one-line diagnosis of anything the parser found worth reporting about the file (dialect mismatch, degraded settlement re-join, zero-detail file), the rate-policy message for policy-FAILED jobs, or a generic safe message for other FAILED jobs. Present on COMPLETED jobs too, including ones with zero failed rows; empty when there is nothing to report — internal error detail is never surfaced here
           examples:
             - file appears semicolon-delimited but the source declares comma; declare delimiter semicolon in the source dialect
           type: string
@@ -6657,7 +6802,9 @@ components:
       required:
         - id
         - status
-      type: object
+      type:
+        - object
+        - "null"
     SetupProgressMatchRulesResponse:
       additionalProperties: false
       properties:
@@ -6719,7 +6866,9 @@ components:
         - method
         - path
         - requiredFields
-      type: object
+      type:
+        - object
+        - "null"
     SetupProgressReadinessResponse:
       additionalProperties: false
       properties:
@@ -7580,16 +7729,7 @@ components:
             - pluggy-main
           minLength: 1
           type: string
-        vendor:
-          description: "Aggregator vendor: pluggy or belvo"
-          enum:
-            - pluggy
-            - belvo
-          examples:
-            - pluggy
-          type: string
       required:
-        - vendor
         - configName
       type: object
     TestAggregatorConnectionResponse:
@@ -7866,34 +8006,27 @@ components:
       additionalProperties: false
       properties:
         accountRef:
-          description: Opaque vendor account reference (Pluggy itemId, Belvo link id) the webhook pull threads onto its request
+          description: Opaque vendor account reference (Pluggy itemId, Belvo link id). Supply it to bind (or re-bind) the connection after the vendor's consent widget returns one; omit it to leave the stored value untouched.
           examples:
             - a1b2c3d4-5678-90ab-cdef-1234567890ab
-          minLength: 1
           type: string
         baseUrl:
-          description: Vendor API base URL, stored as the connection host
+          description: Vendor API base URL, stored as the connection host. Omit it to leave the stored URL untouched.
           examples:
             - https://api.pluggy.ai
           format: uri
-          minLength: 1
           type: string
         clientId:
           description: Aggregator API client id (optional; supply with secret to rotate, omit both to keep the stored credential; sealed; never emitted)
           type: string
         configName:
-          description: Unique connection config name (tenant-scoped); the mint endpoint binds a token to this name
+          description: Unique connection config name (tenant-scoped); the mint endpoint binds a token to this name. Omit it to leave the stored name untouched.
           examples:
             - pluggy-main
-          minLength: 1
           type: string
         secret:
           description: Aggregator API client secret (optional; supply with clientId to rotate, omit both to keep the stored credential; sealed; never emitted)
           type: string
-      required:
-        - configName
-        - baseUrl
-        - accountRef
       type: object
     UpdateContextRequest:
       additionalProperties: false
@@ -8389,7 +8522,7 @@ components:
           format: int64
           type: integer
         monthlyLineAllowance:
-          description: Billable lines the plan includes per month, from the price list. Monthly on every plan regardless of billing interval. 0 when the stored plan code is not in the catalogue.
+          description: Billable lines the plan includes per month, from the price list. Monthly on every plan regardless of billing interval. 0 when the plan is unmetered (see volumeUnmetered) or the stored plan code is not in the catalogue.
           format: int64
           type: integer
         overageCreditBalanceCents:
@@ -8397,7 +8530,7 @@ components:
           format: int64
           type: integer
         overageRateCentsPerThousandLines:
-          description: What lines beyond the allowance cost, in integer BRL cents per THOUSAND lines (per-thousand because the entry rate is 0,4 cents a line and would truncate to zero). 0 when the stored plan code is not in the catalogue.
+          description: What lines beyond the allowance cost, in integer BRL cents per THOUSAND lines (per-thousand because the entry rate is 0,4 cents a line and would truncate to zero). 0 when the plan is unmetered (see volumeUnmetered) or the stored plan code is not in the catalogue.
           format: int64
           type: integer
         overageUncoveredCents:
@@ -8414,7 +8547,7 @@ components:
           description: "Setup lifecycle of the workspace: \"provisioning\" (still being built), \"active\" (ready to use), or \"failed\" (setup will not complete on its own — we have been told)."
           type: string
         provisioningStep:
-          description: "The setup step that is owed: \"create_tenant\", \"associate_service\", \"migrate_tenant\", \"provision_console\", or \"\" when nothing is owed. On a failed workspace this is the step it died on."
+          description: "The setup step that is owed: \"create_tenant\", \"associate_service\", \"migrate_tenant\", \"provision_console\", \"grant_admin\", or \"\" when nothing is owed. On a failed workspace this is the step it died on."
           type: string
         trialEndsAt:
           description: When the free trial ends (UTC). Omitted for a paid plan that never trialed.
@@ -8423,6 +8556,9 @@ components:
         trialExpired:
           description: Whether the trial is over on EITHER axis (time or volume), or the workspace is already suspended.
           type: boolean
+        volumeUnmetered:
+          description: "Whether this plan is unmetered: its volume ceiling and its overage price are contractual (enterprise) rather than from the price list. When true, monthlyLineAllowance and overageRateCentsPerThousandLines are both 0 because no figure applies — do NOT render them as terms, and do not read the zero rate as free overage."
+          type: boolean
       required:
         - plan
         - billingStatus
@@ -8435,6 +8571,7 @@ components:
         - provisioningState
         - provisioningStep
         - provisioningFailed
+        - volumeUnmetered
         - monthlyLineAllowance
         - overageRateCentsPerThousandLines
         - overageCreditBalanceCents
@@ -8471,7 +8608,16 @@ info:
     email: support@lerian.studio
     name: Lerian Studio Support
     url: https://discord.gg/DnhqKwkGv3
-  description: Reconciliation engine for the Lerian Studio ecosystem. Provides automated transaction matching between Midaz ledger and external systems.
+  description: |-
+    Reconciliation engine for the Lerian Studio ecosystem. Provides automated transaction matching between Midaz ledger and external systems.
+
+    ## Idempotency
+
+    POST, PUT and PATCH requests accept an optional `Idempotency-Key` header (`X-Idempotency-Key` is also honoured, and wins if both are sent). Keys are 1-128 characters of letters, digits, hyphen, underscore or colon, are scoped per tenant, caller, method and request target, and are strictly opt-in: a request sent without the header is never de-duplicated. A retry under a key whose first attempt completed replays that stored response and carries `Idempotency-Replayed: true`; a retry that arrives while the first attempt is still in flight is refused with 409.
+
+    A request that FAILED normally releases its key, so a caller can correct the cause and retry under the same key. The exception is a dispatch whose outcome could not be confirmed (502, code `MTCH-0514`): the exception may already have been created in the target system, so that answer HOLDS its key — every retry under it replays the same 502 and no second dispatch is sent. Deliberately attempting that dispatch again therefore requires a NEW idempotency key. A dispatch the target answered and rejected (502, code `MTCH-0513`) created nothing there and releases its key as usual.
+
+    Secret mints are the other, sharper exception. `POST /v1/discovery/aggregator-connections/{id}/connect-token`, `POST /v1/discovery/webhooks/tokens`, `POST /v1/exceptions/callbacks/credentials` and `POST /v1/exceptions/callbacks/credentials/{credentialId}/rotate` each return a raw credential exactly ONCE, and storing that answer would keep the secret re-readable for the life of the key — so those four routes IGNORE the idempotency header entirely. Nothing is stored, nothing is replayed, and `Idempotency-Replayed` is never sent on them. A retry under the same key MINTS AGAIN and leaves a second live credential behind, so treat a mint as non-idempotent: read the first attempt's response rather than resending it. A surplus callback credential can be revoked through its own operation; a surplus aggregator webhook token has no revoke operation today and stays live.
   license:
     name: Lerian Studio General License
   title: Matcher Reconciliation API
@@ -8556,6 +8702,43 @@ paths:
       summary: Read a workspace's invoicing identification (backoffice)
       tags:
         - Onboarding
+  /v1/admin/workspaces/{slug}/plan:
+    put:
+      description: "Puts a workspace on the contractual enterprise plan: persists plan=enterprise and billing_status=active together, then evicts the billing edge-gate and volume-resolver caches so the contractual ceiling applies immediately. ONLY \"enterprise\" is accepted. This is not a generic set-plan operation: self-serve plans are bought through hosted checkout and converged from the live subscription's price, so assigning one by hand would be a payment-processor bypass that the next processor delivery silently reverts — any other plan code returns 409. It REFUSES a workspace whose subscription the payment processor could still bill (409): the operator cancels there first, where the proration and refund decision gets human eyes, and this route never moves processor money. That refusal covers every subscription that is not permanently over — one awaiting card authentication or one that is paused is not charging today and resumes tomorrow, and it would revert this plan the moment it does; only a cancelled or expired subscription is assignable over. If the processor cannot be asked, the request is refused as retryable (503) rather than allowed through. A suspended workspace is refused (409) because this operation moves no access posture — reactivate it first, and the write is compare-and-swapped on the status read, so a suspension landing mid-request is refused rather than reversed. There is no reverse: removing the enterprise plan is not offered. The target slug comes from the URL path (backoffice operation, workspace admin action). An unknown workspace returns 404. Errors use RFC 9457 problem+json."
+      operationId: admin-assign-workspace-plan
+      parameters:
+        - description: Slug of the workspace to assign the plan to.
+          in: path
+          name: slug
+          required: true
+          schema:
+            description: Slug of the workspace to assign the plan to.
+            maxLength: 255
+            type: string
+      requestBody:
+        content:
+          application/json:
+            schema:
+              $ref: "#/components/schemas/AdminAssignPlanInputBody"
+        required: true
+      responses:
+        "200":
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/AdminAssignPlanResult"
+          description: OK
+        default:
+          content:
+            application/problem+json:
+              schema:
+                $ref: "#/components/schemas/Detail"
+          description: Error
+      security:
+        - BearerAuth: []
+      summary: Assign the enterprise plan to a workspace (backoffice)
+      tags:
+        - Onboarding
   /v1/admin/workspaces/{slug}/reactivate:
     put:
       description: "Restores a suspended workspace: persists billing_status=active, re-enables interactive console login at the IdP, reactivates the tenant at the Tenant Manager (best-effort), and evicts the billing edge-gate cache. The target slug comes from the URL path (backoffice operation, workspace admin action). Idempotent. Errors use RFC 9457 problem+json."
@@ -10171,7 +10354,7 @@ paths:
         - Configuration
   /v1/discovery/aggregator-connections:
     get:
-      description: "Returns a cursor-paginated list of the tenant's Open-Finance data-aggregator (Pluggy/Belvo) connections, ordered by config name. The list is secret-free by construction: no credential material (clientId/secret/ciphertext) is ever returned."
+      description: "Returns a cursor-paginated list of the tenant's Open-Finance data-aggregator (Pluggy/Belvo) connections, ordered by config name. The list is secret-free by construction: no credential material (clientId/secret/ciphertext) is ever returned. Each row carries `testable`, derived from the stored vendor, so a client knows whether the connectivity-test action can run at all without keeping its own vendor list."
       operationId: listAggregatorConnections
       parameters:
         - description: Maximum number of records to return
@@ -10239,7 +10422,7 @@ paths:
         - Discovery
   /v1/discovery/aggregator-connections/test:
     post:
-      description: "Runs a live connectivity check for an existing Open-Finance data-aggregator (Pluggy/Belvo) connection using its already-sealed credential, addressed by (vendor, configName). No credential is supplied or returned: the result is the secret-free boolean health of the connection."
+      description: "Runs a live connectivity check for an existing Open-Finance data-aggregator (Pluggy/Belvo) connection using its already-sealed credential, addressed by configName. The vendor is read from the stored connection, not from the request. No credential is supplied or returned: the result is the secret-free boolean health of the connection. Two refusals are deliberately distinct: a config name matching no connection is 404 MTCH-0005, while a connection whose stored vendor Matcher has no test path for yet (Belvo today) is 422 MTCH-0210 and no test runs. The list endpoint's per-connection `testable` flag tells a client which is which before it offers the action."
       operationId: testAggregatorConnection
       requestBody:
         content:
@@ -10355,6 +10538,36 @@ paths:
       summary: Update aggregator connection
       tags:
         - Discovery
+  /v1/discovery/aggregator-connections/{id}/connect-token:
+    post:
+      description: "Mints the short-lived token the aggregator vendor's OWN consent widget (Pluggy Connect / the Belvo widget) consumes in the end customer's browser, using the connection's already-sealed credential. The token is returned exactly once: it is never persisted, never logged, and there is no endpoint that reads it back. Nothing is supplied in the request — the vendor is read off the stored connection, and the mode is derived from it: a connection already bound to a vendor item/link gets a RE-CONSENT token for that same item (`reconsent: true`, and `accountRef` echoes the exact item/link the token was scoped to), while a connection awaiting consent gets a first-consent token that mints a new one (`accountRef` empty). Pass the returned `accountRef` to the vendor widget's update mode rather than a locally cached value: the token is item-scoped, and pairing it with a stale id makes the vendor run the create flow and orphan the original item. The item/link id the widget returns is bound back through PUT /v1/discovery/aggregator-connections/{id} with `accountRef` (no credential needs re-supplying). A non-aggregator connection id returns 404; a vendor with no consent path on this deployment returns 422 MTCH-0213."
+      operationId: mintAggregatorConsentToken
+      parameters:
+        - description: Opaque aggregator connection id
+          in: path
+          name: id
+          required: true
+          schema:
+            description: Opaque aggregator connection id
+            type: string
+      responses:
+        "201":
+          content:
+            application/json:
+              schema:
+                $ref: "#/components/schemas/AggregatorConsentTokenResponse"
+          description: Created
+        default:
+          content:
+            application/problem+json:
+              schema:
+                $ref: "#/components/schemas/Detail"
+          description: Error
+      security:
+        - BearerAuth: []
+      summary: Mint aggregator consent token
+      tags:
+        - Discovery
   /v1/discovery/connections:
     get:
       description: Returns all discovered Fetcher database connections.
@@ -11708,7 +11921,7 @@ paths:
         - Exception
   /v1/exceptions/{exceptionId}:
     get:
-      description: Retrieves a single exception by its ID.
+      description: Retrieves a single exception by its ID, including the amount/currency/date/source/context of its transaction and, for fee breaks, the expected vs credited settlement figures.
       operationId: getException
       parameters:
         - description: Exception ID (UUID)
@@ -13039,7 +13252,10 @@ paths:
         - Governance
   /v1/governance/audit-logs/verify:
     get:
-      description: "Re-verifies the calling tenant's tamper-evident audit hash chain and returns a structured verdict (intact, verified count, and the first broken tenant_seq when a break is found). The check is strictly read-only: it recomputes nothing into storage and never mutates an audit record. Use the optional maxRecords query parameter to bound how many records are inspected."
+      description: |-
+        Re-verifies the calling tenant's tamper-evident audit hash chain and returns a structured verdict (intact, verified count, and the first broken tenant_seq when a break is found). The check is strictly read-only: it recomputes nothing into storage and never mutates an audit record. Use the optional maxRecords query parameter to bound how many records are inspected.
+
+        Use the optional fromSeq query parameter to bind the verification floor: the first record inspected is the one with tenant_seq == fromSeq. A floor above 1 TRUSTS that record's stored prev_hash instead of validating it against the genesis hash, so tampering BELOW the floor is out of scope for that run and is not reported. Two uses follow from that: (1) resuming — when a verdict comes back truncated, re-run with fromSeq = fromSeq + verifiedCount to verify the remainder; (2) archived-partition tenants — once the archival worker has dropped the bottom partitions, verify from the current floor, because a run from seq 1 no longer has the records it would need. The verdict always echoes the effective fromSeq, so an empty range (verifiedCount 0 with a high fromSeq) is never mistaken for an intact chain verified from genesis.
       operationId: verifyAuditLogChain
       parameters:
         - description: Maximum number of records to inspect; clamped to the server bound. Omit to use the default bound.
@@ -13052,6 +13268,15 @@ paths:
             maximum: 10000
             minimum: 1
             type: integer
+        - description: "Verification floor: the first record inspected is the one with this tenant_seq. Omit to start at the chain start (seq 1)."
+          explode: false
+          in: query
+          name: fromSeq
+          schema:
+            description: "Verification floor: the first record inspected is the one with this tenant_seq. Omit to start at the chain start (seq 1)."
+            format: int64
+            minimum: 1
+            type: integer
       responses:
         "200":
           content:
@@ -16381,7 +16606,7 @@ paths:
         - Onboarding
   /v1/workspace/credit-purchase:
     post:
-      description: "Opens a ONE-OFF hosted payment session that buys prepaid overage credit for the AUTHENTICATED tenant's own workspace, and returns the URL to redirect the browser to. It is never a subscription. The workspace is resolved from the JWT tenant-slug claim: this endpoint never accepts a tenant identifier in the body, path, query or headers. Any workspace may buy — trialing, lapsed, monthly or annual — because the customer who has run out of allowance is the one being told to buy. Payment is by CARD on every plan, including annual: the instrument that funds overage credit is deliberately not the subscription's instrument, and the card is saved for future CREDIT purchases only. An amount outside the price list's minimum and maximum is refused before the processor is called. The credit balance moves ONLY when the processor confirms the payment through the verified webhook — never on the return page and never in this response. Errors use the RFC 9457 application/problem+json contract."
+      description: "Opens a ONE-OFF hosted payment session that buys prepaid overage credit for the AUTHENTICATED tenant's own workspace, and returns the URL to redirect the browser to. It is never a subscription. The workspace is resolved from the JWT tenant-slug claim: this endpoint never accepts a tenant identifier in the body, path, query or headers. Any workspace on a self-serve plan may buy — trialing, lapsed, monthly or annual — because the customer who has run out of allowance is the one being told to buy. A workspace on a CONTRACTUAL plan is refused with 409: its volume is not metered, so prepaid overage credit buys it nothing. Payment is by CARD on every plan, including annual: the instrument that funds overage credit is deliberately not the subscription's instrument, and the card is saved for future CREDIT purchases only. An amount outside the price list's minimum and maximum is refused before the processor is called. The credit balance moves ONLY when the processor confirms the payment through the verified webhook — never on the return page and never in this response. Errors use the RFC 9457 application/problem+json contract."
       operationId: workspace-credit-purchase
       requestBody:
         content:

package/dist/tools/dashboard/aggregates.js

@@ -1,7 +1,8 @@
 // `dashboard_aggregates` — curated GET /v1/reports/contexts/{contextId}/dashboard.
 //
-// The combined dashboard read: volume, match-rate, and SLA aggregates in one
-// payload (spec operationId getDashboardAggregates). Shares the family input
+// The combined dashboard read: volume, match-rate and SLA aggregates, plus the
+// unreconciled exposure split per currency, in one payload (spec operationId
+// getDashboardAggregates). Shares the family input
 // shape (contextId path + optional date_from/date_to/source_id query) and the
 // fail-closed relay. The report is implicitly tenant-scoped by the relayed
 // token; contextId is a routing path param and source_id a data filter — neither
@@ -16,7 +17,13 @@ export const dashboardAggregatesInputShape = dashboardQueryInputShape;
  */
 export function registerDashboardAggregatesTool(server) {
     server.registerTool('dashboard_aggregates', {
-        description: 'Get the combined dashboard aggregates (volume, match rate, and SLA) ' +
+        description: 'Get the combined dashboard aggregates (volume, match rate, SLA, and ' +
+            'unmatchedByCurrency: the unreconciled exposure split into one entry per ' +
+            'currency, each with amount and transactionCount, whose amounts sum to ' +
+            'volume.unmatchedAmount and whose counts sum to volume.unmatchedCount; ' +
+            'empty when no transaction in the window is UNMATCHED or ' +
+            'PENDING_REVIEW, and the only place the payload ' +
+            'names a currency, since volume.unmatchedAmount carries none) ' +
             'for a reconciliation context. Pass contextId (UUID path param — not a ' +
             'tenant field), and optionally date_from/date_to (YYYY-MM-DD; matcher ' +
             'defaults to the last ~30 days and SILENTLY EXCLUDES older data — for ' +

package/dist/tools/dashboard/aggregates.js.map

@@ -1 +1 @@
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package/dist/tools/exception/bulk-dispatch.js

@@ -9,6 +9,7 @@
 // tenant field; matcher scopes to the relayed token's tenant.
 import { z } from 'zod';
 import { DISPATCH_TARGET_SYSTEMS } from './dispatch.js';
+import { idempotencyKeyInputField } from '../../matcher/idempotency.js';
 import { dispatchException, EXCEPTIONS_BULK_DISPATCH_PATH } from './shared.js';
 /** Zod raw shape for `exception_bulk_dispatch` input — ids + target + optional queue. */
 export const bulkDispatchInputShape = {
@@ -26,10 +27,11 @@ export const bulkDispatchInputShape = {
         .max(255)
         .optional()
         .describe('Optional queue or team assignment (≤255, e.g. "RECON-TEAM").'),
+    idempotencyKey: idempotencyKeyInputField,
 };
 /**
  * Build the bulk-dispatch POST body, omitting the optional `queue` when unset so
- * the request stays minimal.
+ * the request stays minimal. The header-only `idempotencyKey` never enters it.
  */
 export function buildBulkDispatchBody(args) {
     const body = {
@@ -54,13 +56,18 @@ export function registerExceptionBulkDispatchTool(server) {
             '(JIRA|SERVICENOW|WEBHOOK|MANUAL), and optionally a ' +
             'queue/team (≤255). Partial success is supported — the response reports ' +
             'per-exception successes and failures. No tenant field is accepted. Errors ' +
-            'surface as structured RFC 9457 problems.',
+            'surface as structured RFC 9457 problems. This call is idempotent: an ' +
+            'identical retry replays the recorded answer instead of dispatching the ' +
+            'same exceptions a second time.',
         inputSchema: bulkDispatchInputShape,
     }, async (args, extra) => {
         return dispatchException({
             method: 'POST',
             path: EXCEPTIONS_BULK_DISPATCH_PATH,
             body: buildBulkDispatchBody(args),
+            ...(args.idempotencyKey !== undefined
+                ? { idempotencyKey: args.idempotencyKey }
+                : {}),
         }, extra);
     });
 }

package/dist/tools/exception/bulk-dispatch.js.map

@@ -1 +1 @@
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package/dist/tools/exception/dispatch.js

@@ -6,6 +6,7 @@
 // string) plus an optional queue/team. exceptionId is a path param; no tenant
 // field is accepted.
 import { z } from 'zod';
+import { idempotencyKeyInputField } from '../../matcher/idempotency.js';
 import { dispatchException, exceptionDispatchPath } from './shared.js';
 /** External target systems a single exception can be dispatched to (closed enum per spec). */
 export const DISPATCH_TARGET_SYSTEMS = [
@@ -28,10 +29,12 @@ export const dispatchExceptionInputShape = {
         .max(255)
         .optional()
         .describe('Optional queue or team assignment (e.g. "RECON-TEAM").'),
+    idempotencyKey: idempotencyKeyInputField,
 };
 /**
- * Build the POST body from the input minus the path-only `exceptionId`, omitting
- * the optional `queue` when unset so the request stays minimal.
+ * Build the POST body from the input minus the path-only `exceptionId` and the
+ * header-only `idempotencyKey`, omitting the optional `queue` when unset so the
+ * request stays minimal.
  */
 export function buildDispatchBody(args) {
     const body = { targetSystem: args.targetSystem };
@@ -51,13 +54,17 @@ export function registerExceptionDispatchTool(server) {
             'Provide exceptionId (UUID path param), targetSystem ' +
             '(JIRA|SERVICENOW|WEBHOOK|MANUAL), and optionally a queue/team. No tenant ' +
             'field is accepted. Returns the dispatch acknowledgement, or a structured ' +
-            'RFC 9457 error.',
+            'RFC 9457 error. This call is idempotent: an identical retry replays the ' +
+            'recorded answer instead of opening a second ticket.',
         inputSchema: dispatchExceptionInputShape,
     }, async (args, extra) => {
         return dispatchException({
             method: 'POST',
             path: exceptionDispatchPath(args.exceptionId),
             body: buildDispatchBody(args),
+            ...(args.idempotencyKey !== undefined
+                ? { idempotencyKey: args.idempotencyKey }
+                : {}),
         }, extra);
     });
 }

package/dist/tools/exception/dispatch.js.map

@@ -1 +1 @@
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package/dist/tools/exception/list.js

@@ -10,7 +10,7 @@
 import { z } from 'zod';
 import { dispatchException, EXCEPTIONS_PATH } from './shared.js';
 /** Lifecycle states an exception can be filtered by (matcher's queue states). */
-export const EXCEPTION_STATUSES = ['OPEN', 'ASSIGNED', 'RESOLVED'];
+export const EXCEPTION_STATUSES = ['OPEN', 'ASSIGNED', 'PENDING_RESOLUTION', 'RESOLVED'];
 /** Severity buckets an exception can be filtered by. */
 export const EXCEPTION_SEVERITIES = ['LOW', 'MEDIUM', 'HIGH', 'CRITICAL'];
 /** The reason an exception was raised (the matching defect that produced it). */
@@ -51,7 +51,7 @@ export const listExceptionsInputShape = {
     status: z
         .enum(EXCEPTION_STATUSES)
         .optional()
-        .describe('Filter by lifecycle status (OPEN|ASSIGNED|RESOLVED).'),
+        .describe('Filter by lifecycle status (OPEN|ASSIGNED|PENDING_RESOLUTION|RESOLVED).'),
     severity: z
         .enum(EXCEPTION_SEVERITIES)
         .optional()
@@ -159,7 +159,7 @@ export function buildListQuery(args) {
 export function registerExceptionListTool(server) {
     server.registerTool('exception_list', {
         description: 'List reconciliation exceptions (cursor-paginated). Optional filters: ' +
-            'contextId (UUID — not a tenant field), status (OPEN|ASSIGNED|RESOLVED), ' +
+            'contextId (UUID — not a tenant field), status (OPEN|ASSIGNED|PENDING_RESOLUTION|RESOLVED), ' +
             'severity (LOW|MEDIUM|HIGH|CRITICAL), reason (e.g. UNMATCHED, ' +
             'FEE_VARIANCE), assigned_to, external_system, date_from/date_to (RFC ' +
             '3339), plus sort_by/sort_order and limit (1–200)/cursor. The response ' +

package/dist/tools/exception/list.js.map

@@ -1 +1 @@
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+{"version":3,"file":"list.js","sourceRoot":"","sources":["../../../src/tools/exception/list.ts"],"names":[],"mappings":"AAAA,iDAAiD;AACjD,EAAE;AACF,4EAA4E;AAC5E,4EAA4E;AAC5E,gFAAgF;AAChF,yEAAyE;AACzE,4EAA4E;AAC5E,gFAAgF;AAChF,4EAA4E;AAE5E,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAA;AAKvB,OAAO,EAAE,iBAAiB,EAAE,eAAe,EAAE,MAAM,aAAa,CAAA;AAEhE,iFAAiF;AACjF,MAAM,CAAC,MAAM,kBAAkB,GAAG,CAAC,MAAM,EAAE,UAAU,EAAE,oBAAoB,EAAE,UAAU,CAAU,CAAA;AAEjG,wDAAwD;AACxD,MAAM,CAAC,MAAM,oBAAoB,GAAG,CAAC,KAAK,EAAE,QAAQ,EAAE,MAAM,EAAE,UAAU,CAAU,CAAA;AAElF,iFAAiF;AACjF,MAAM,CAAC,MAAM,iBAAiB,GAAG;IAC/B,WAAW;IACX,qBAAqB;IACrB,qBAAqB;IACrB,uBAAuB;IACvB,kBAAkB;IAClB,mBAAmB;IACnB,iBAAiB;IACjB,uBAAuB;IACvB,cAAc;IACd,kBAAkB;IAClB,uBAAuB;IACvB,kBAAkB;IAClB,YAAY;IACZ,cAAc;CACN,CAAA;AAEV,0FAA0F;AAC1F,MAAM,CAAC,MAAM,iBAAiB,GAAG;IAC/B,IAAI;IACJ,YAAY;IACZ,YAAY;IACZ,UAAU;IACV,QAAQ;CACA,CAAA;AAEV,0DAA0D;AAC1D,MAAM,CAAC,MAAM,oBAAoB,GAAG,CAAC,KAAK,EAAE,MAAM,CAAU,CAAA;AAE5D,8EAA8E;AAC9E,MAAM,CAAC,MAAM,wBAAwB,GAAG;IACtC,SAAS,EAAE,CAAC;SACT,MAAM,EAAE;SACR,GAAG,CAAC,CAAC,CAAC;SACN,QAAQ,EAAE;SACV,QAAQ,CACP,oEAAoE;QAClE,qDAAqD,CACxD;IACH,MAAM,EAAE,CAAC;SACN,IAAI,CAAC,kBAAkB,CAAC;SACxB,QAAQ,EAAE;SACV,QAAQ,CAAC,yEAAyE,CAAC;IACtF,QAAQ,EAAE,CAAC;SACR,IAAI,CAAC,oBAAoB,CAAC;SAC1B,QAAQ,EAAE;SACV,QAAQ,CAAC,gDAAgD,CAAC;IAC7D,MAAM,EAAE,CAAC;QACP,6EAA6E;QAC7E,qEAAqE;QACrE,4EAA4E;QAC5E,6EAA6E;QAC7E,6EAA6E;QAC7E,qEAAqE;SACpE,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CACP,wEAAwE;QACtE,sEAAsE;QACtE,4CAA4C;QAC5C,iBAAiB,CAAC,IAAI,CAAC,IAAI,CAAC;QAC5B,GAAG,CACN;IACH,WAAW,EAAE,CAAC;SACX,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,oDAAoD,CAAC;IACjE,eAAe,EAAE,CAAC;SACf,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,0EAA0E,CAAC;IACvF,SAAS,EAAE,CAAC;SACT,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,+EAA+E,CAAC;IAC5F,OAAO,EAAE,CAAC;SACP,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,+EAA+E,CAAC;IAC5F,MAAM,EAAE,CAAC;SACN,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CACP,mEAAmE;QACjE,qEAAqE;QACrE,qEAAqE;QACrE,oCAAoC,CACvC;IACH,KAAK,EAAE,CAAC;SACL,MAAM,EAAE;SACR,GAAG,EAAE;SACL,GAAG,CAAC,CAAC,CAAC;SACN,GAAG,CAAC,GAAG,CAAC;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,0DAA0D,CAAC;IACvE,OAAO,EAAE,CAAC;SACP,IAAI,CAAC,iBAAiB,CAAC;SACvB,QAAQ,EAAE;SACV,QAAQ,CACP,wEAAwE;QACtE,0EAA0E,CAC7E;IACH,UAAU,EAAE,CAAC;SACV,IAAI,CAAC,oBAAoB,CAAC;SAC1B,QAAQ,EAAE;SACV,QAAQ,CAAC,gEAAgE,CAAC;CAC9E,CAAA;AAOD,+EAA+E;AAC/E,MAAM,UAAU,cAAc,CAC5B,IAAyB;IAEzB,MAAM,KAAK,GAAoC,EAAE,CAAA;IACjD,IAAI,IAAI,CAAC,SAAS,KAAK,SAAS,EAAE,CAAC;QACjC,KAAK,CAAC,SAAS,GAAG,IAAI,CAAC,SAAS,CAAA;IAClC,CAAC;IACD,IAAI,IAAI,CAAC,MAAM,KAAK,SAAS,EAAE,CAAC;QAC9B,KAAK,CAAC,MAAM,GAAG,IAAI,CAAC,MAAM,CAAA;IAC5B,CAAC;IACD,IAAI,IAAI,CAAC,QAAQ,KAAK,SAAS,EAAE,CAAC;QAChC,KAAK,CAAC,QAAQ,GAAG,IAAI,CAAC,QAAQ,CAAA;IAChC,CAAC;IACD,IAAI,IAAI,CAAC,MAAM,KAAK,SAAS,EAAE,CAAC;QAC9B,KAAK,CAAC,MAAM,GAAG,IAAI,CAAC,MAAM,CAAA;IAC5B,CAAC;IACD,IAAI,IAAI,CAAC,WAAW,KAAK,SAAS,EAAE,CAAC;QACnC,KAAK,CAAC,WAAW,GAAG,IAAI,CAAC,WAAW,CAAA;IACtC,CAAC;IACD,IAAI,IAAI,CAAC,eAAe,KAAK,SAAS,EAAE,CAAC;QACvC,KAAK,CAAC,eAAe,GAAG,IAAI,CAAC,eAAe,CAAA;IAC9C,CAAC;IACD,IAAI,IAAI,CAAC,SAAS,KAAK,SAAS,EAAE,CAAC;QACjC,KAAK,CAAC,SAAS,GAAG,IAAI,CAAC,SAAS,CAAA;IAClC,CAAC;IACD,IAAI,IAAI,CAAC,OAAO,KAAK,SAAS,EAAE,CAAC;QAC/B,KAAK,CAAC,OAAO,GAAG,IAAI,CAAC,OAAO,CAAA;IAC9B,CAAC;IACD,IAAI,IAAI,CAAC,MAAM,KAAK,SAAS,EAAE,CAAC;QAC9B,KAAK,CAAC,MAAM,GAAG,IAAI,CAAC,MAAM,CAAA;IAC5B,CAAC;IACD,IAAI,IAAI,CAAC,KAAK,KAAK,SAAS,EAAE,CAAC;QAC7B,KAAK,CAAC,KAAK,GAAG,IAAI,CAAC,KAAK,CAAA;IAC1B,CAAC;IACD,IAAI,IAAI,CAAC,OAAO,KAAK,SAAS,EAAE,CAAC;QAC/B,KAAK,CAAC,OAAO,GAAG,IAAI,CAAC,OAAO,CAAA;IAC9B,CAAC;IACD,IAAI,IAAI,CAAC,UAAU,KAAK,SAAS,EAAE,CAAC;QAClC,KAAK,CAAC,UAAU,GAAG,IAAI,CAAC,UAAU,CAAA;IACpC,CAAC;IACD,OAAO,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,SAAS,CAAA;AAC1D,CAAC;AAED;;;;GAIG;AACH,MAAM,UAAU,yBAAyB,CAAC,MAAiB;IACzD,MAAM,CAAC,YAAY,CACjB,gBAAgB,EAChB;QACE,WAAW,EACT,uEAAuE;YACvE,6FAA6F;YAC7F,+DAA+D;YAC/D,sEAAsE;YACtE,wEAAwE;YACxE,2EAA2E;YAC3E,8EAA8E;QAChF,WAAW,EAAE,wBAAwB;KACtC,EACD,KAAK,EAAE,IAAI,EAAE,KAAK,EAAE,EAAE;QACpB,MAAM,KAAK,GAAG,cAAc,CAAC,IAAI,CAAC,CAAA;QAClC,OAAO,iBAAiB,CACtB;YACE,MAAM,EAAE,KAAK;YACb,IAAI,EAAE,eAAe;YACrB,GAAG,CAAC,KAAK,KAAK,SAAS,CAAC,CAAC,CAAC,EAAE,KAAK,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;SAC1C,EACD,KAAK,CACN,CAAA;IACH,CAAC,CACF,CAAA;AACH,CAAC"}

package/dist/tools/exception/shared.js

@@ -59,6 +59,11 @@ export const EXCEPTIONS_BULK_ASSIGN_PATH = `${EXCEPTIONS_PATH}/bulk/assign`;
 export const EXCEPTIONS_BULK_RESOLVE_PATH = `${EXCEPTIONS_PATH}/bulk/resolve`;
 /** Bulk-dispatch action across many exceptions. */
 export const EXCEPTIONS_BULK_DISPATCH_PATH = `${EXCEPTIONS_PATH}/bulk/dispatch`;
+// The DEFAULT idempotency key for both dispatch routes is stamped by the
+// transport (`src/matcher/idempotency.ts`), not here: the generic `matcher_invoke`
+// can dispatch too, and keying only these two tools would leave that surface
+// duplicating tickets. These tools only expose the OVERRIDE lane
+// (`idempotencyKeyInputField`) for a deliberate second dispatch.
 /**
  * Run one assembled request through the relay: fail-closed auth, dispatch, and
  * RFC 9457 → tool-error mapping — identical to the generic invoke's dispatch so

package/dist/tools/exception/shared.js.map

@@ -1 +1 @@
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package/dist/tools/fee-schedule/create.js

@@ -61,7 +61,11 @@ export const feeScheduleItemShape = z
         '{"expression":"gross - desconto + multa + juros_dia * ' +
         'days_late(due_date, pay_date)"} — a bounded formula over metadata ' +
         'fields (operators + - * /, parentheses, and functions days_late, ' +
-        'days_between, max, min, abs, clamp).'),
+        'days_between, max, min, abs, clamp). A formula that is only the ' +
+        'base amount times numeric literals IS a percentage rate and ' +
+        'carries the same 0..1 bound: gross * 0.029 charges 2.9% and is ' +
+        'accepted, gross * 2.9 charges 290% and is refused. Any other ' +
+        'formula is outside that subset and is deliberately unbounded.'),
 })
     .describe('A single fee item making up the schedule.');
 /** Zod raw shape for `fee_schedule_create` input — mirrors CreateFeeScheduleRequest. */

package/dist/tools/fee-schedule/create.js.map

@@ -1 +1 @@
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package/dist/tools/generic/invoke.js

@@ -39,6 +39,7 @@ import { Ajv2020 } from 'ajv/dist/2020.js';
 import { z } from 'zod';
 import { requireMatcherClient, UnauthenticatedError, } from '../../auth/request-token.js';
 import { MatcherApiError, } from '../../matcher/client.js';
+import { idempotencyKeyInputField } from '../../matcher/idempotency.js';
 import { closestOperationIds, nonJsonBodyGuidance } from './describe-operation.js';
 import { isMatcherApiError, toToolError } from '../tool-error.js';
 /** Keys that would let a caller assert a tenant — categorically forbidden. */
@@ -302,6 +303,13 @@ export class Invoker {
             path,
             ...(input.query !== undefined ? { query: input.query } : {}),
             ...(body !== undefined ? { body } : {}),
+            // The DEFAULT key for a dispatch is stamped by the transport, so this
+            // generic surface is covered without knowing which operations dispatch.
+            // Passing a key here is the caller's deliberate override — how a second
+            // dispatch gets past a held refusal.
+            ...(input.idempotencyKey !== undefined
+                ? { idempotencyKey: input.idempotencyKey }
+                : {}),
         };
     }
 }
@@ -356,6 +364,7 @@ export const invokeInputShape = {
         .describe('JSON request body. Validated against the operation’s request-body ' +
         'schema before sending; on failure the validation errors are returned ' +
         'and no request is made. A tenant key is rejected.'),
+    idempotencyKey: idempotencyKeyInputField,
 };
 /**
  * Run an already-assembled request through the relay: fail-closed auth, dispatch,
@@ -417,6 +426,9 @@ export function registerInvokeTool(server, index) {
                 ...(args.pathParams !== undefined ? { pathParams: args.pathParams } : {}),
                 ...(args.query !== undefined ? { query: args.query } : {}),
                 ...(args.body !== undefined ? { body: args.body } : {}),
+                ...(args.idempotencyKey !== undefined
+                    ? { idempotencyKey: args.idempotencyKey }
+                    : {}),
             });
         }
         catch (err) {

package/dist/tools/generic/invoke.js.map

@@ -1 +1 @@
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package/dist/tools/ingestion/upload-begin.js

@@ -86,8 +86,11 @@ export function registerIngestionUploadBeginTool(server) {
                 '" then file=@<your-local-file>.',
             '4. On success matcher returns 202 with a jobId. POLL ingestion_job_get ' +
                 '(with this contextId and that jobId) to watch status. COMPLETED and ' +
-                'FAILED are terminal; on FAILED read the `diagnosis` field for the ' +
-                'reason.',
+                'FAILED are terminal. ALWAYS read the `diagnosis` field when present, ' +
+                'on either terminal status: on FAILED it is the reason, and on ' +
+                'COMPLETED — including a job with zero failed rows — it is a ' +
+                'file-level note the operator must act on, such as a settlement ' +
+                're-join that fell back to degraded attribution.',
             '5. SIZE CAP: the streaming route is governed by the operator-' +
                 'configured runtime key ingestion.max_upload_bytes (default ~1 GiB; ' +
                 'range 1 MiB–8 GiB). It counts the TOTAL request body — every part, ' +

package/dist/tools/ingestion/upload-begin.js.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@lerianstudio/matcher-mcp",
-  "version": "5.0.0-beta.5",
+  "version": "5.0.0-beta.50",
   "type": "module",
   "description": "Model Context Protocol server for the Matcher reconciliation engine",
   "license": "Apache-2.0",