@scribed/cli 0.1.18 → 0.1.20

package/README.md

@@ -193,7 +193,7 @@ scribed tools show enrich_start
 
 The selection file contains `collectionId` and exactly one of `recordIds` or `target` (an ID list or saved-view query), plus the intended options. After a successful estimate, review its counts and credit range, reveal options, and whether to fill empty fields or overwrite existing values. To start, use the same selection/options, copy the approved estimate into `expectedEstimate`, set `options.maxCredits` to the approved estimated maximum and set `confirmed: true`. Submit that reviewed file with `scribed call enrich_start --input enrichment-approved.json`.
 
-Start re-estimates before submitting and refuses a changed, unavailable or empty estimate. The API also rechecks the final selection against the approved credit budget before admission. Credits are Apollo units, not dollars; completed usage follows the existing billing policy (default 10× actual Apollo cost). The worker checks its credit budget between chunks, so it is not an absolute provider-spend ceiling. After an uncertain start, inspect `enrich_jobs_list` and `enrich_job_get` rather than resubmitting. `enrich_job_records` reads the write-back ledger; `enrich_cancel` and `enrich_apply` require explicit confirmation. Applying defaults to filling empty fields and spends no new Apollo credits. These three mutations are unavailable to background Runs.
+Start re-estimates before submitting and refuses a changed, unavailable or empty estimate. The API also rechecks the final selection against the approved credit budget before admission. Credits are Apollo units, not dollars; completed usage follows the existing billing policy (default 10× actual Apollo cost). The worker checks its credit budget between chunks, so it is not an absolute provider-spend ceiling. After an uncertain start, inspect `enrich_jobs_list` and `enrich_job_get` rather than resubmitting. `enrich_job_records` reads the write-back ledger; `enrich_cancel` and `enrich_apply` require explicit confirmation. Applying defaults to filling empty fields and spends no new Apollo credits. All eight tools are also available to Runs Agent steps. Saved workflow instructions authorize the operation without an additional interactive gate; existing Run permissions, record access, estimate/budget checks and billing admission still apply.
 
 ## Commands
 
@@ -503,6 +503,57 @@ Async work (meeting/YouTube transcriptions, automation runs) returns an id immed
 
 Four internal chat helpers are excluded from the CLI and MCP: `web_search`, `attachment_list`, `attachment_save_to_vault`, and `tool_discover`. External clients use `tools list` for discovery and the shared `agent_session_attachments_list` / `agent_session_attachment_save_to_vault` tools with an explicit session id.
 
+## Financial evidence and tax preparation
+
+The `connected-apps` category includes `financial_connections_status`,
+`financial_read`, `financial_read_export`, `financial_write` and
+`financial_disconnect`. Connect Brex, QuickBooks, Puzzle or Stripe in Scribed's
+Settings → Integrations first; provider credentials never belong in a CLI
+argument or chat. Stripe financial reads use your own restricted or secret API
+key independently of the workspace's Stripe Connect payment tools.
+
+Read status to discover the actual supported actions and current
+`connectionVersion`, then use `scribed tools show financial_read` for filters.
+Stripe supports account, balance, balance transactions, charges, refunds and
+payouts. List windows use Unix seconds with `createdGte` inclusive and
+`createdLt` exclusive; `startingAfter` is the last returned item ID when
+`has_more` is true. Creation dates need separate reconciliation to bank posting
+and payout arrival dates.
+
+`financial_read_export` uses the same arguments plus a new private Vault
+`.json` path. It saves one raw provider page and source metadata server-side,
+returns its SHA-256 and pagination, and never overwrites a file. It requires
+write scope because it creates a file; `financial_read` remains read-only.
+Keep every page and a coverage manifest before deriving annual or quarterly
+schedules. The shared agent/MCP guidance separates card settlements and Stripe
+payouts from expenses and sales, keeps unresolved reimbursements and loan
+allocations visible, and maps supporting schedules to a supplied draft form.
+An accountant package does not file a return or share private records with a
+workspace. All financial tools are interactive and unavailable to Runs.
+
+Shared financial records belong in the workspace's **Financials** table. Discover
+it through `objects_sources_list` and `objects_types_list` (`source: financials`),
+then use `financials_entries_list`, `financials_entries_import` and
+`financials_entry_review`. Imports require an explicit workspace and authorized
+sharing scope, with evidence already copied to that workspace's Drive. Drive
+files follow the Drive audience independently of manager-only Financials access;
+this path does not provide manager-only evidence storage. Preserve the source
+identity, exact original amount/units and review status. Generic collection writes
+cannot edit Financials, and tax preparation must not create a parallel ledger.
+Read one entry with `financials_entry_get` before an authorized
+`financials_entry_correct`; corrections preserve source identity, require the
+current version and retain history in `financials_entry_events`. Statement and
+reconciliation inputs have typed periods, basis and exact decimal metrics;
+computed closing balances and differences remain unknown when inputs are missing.
+
+Derive CSV, Excel and PDF snapshots from saved, reviewed Financials records:
+`objects_records_export` exports the authorized slice, `vault_office_create`
+creates a real XLSX that `vault_office_read/edit` can verify and update, and
+Documents tools draft, save and export the exact accepted revision to PDF/DOCX.
+Use Financials saved views with workspace page block tools for live page tables.
+Report period, basis, currency, source IDs, exclusions and missing coverage in
+each output. Generated files do not replace Financials as the source of truth.
+
 ## Agent integrations
 
 Use Scribed in **Claude Code, Codex, and Cursor**. Choose any combination; each