Blackbook Protocol Advisor

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

Purchaser-gated MCP for Vault, HMRC TRS, 95/5 equity, and Companies House PSC.

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Copy this into your MCP client config:

{
  "mcpServers": {
    "Blackbook Protocol Advisor": {
      "url": "https://theblackbook.pro",
      "transport": "streamable-http"
    }
  }
}

Measured tools (25)

• search_book read-only

  REQUIRED before substantive Protocol answers. Search approved Blackbook Protocol passages and return cited excerpts. Prefer Protocol vocabulary from hits over generic UK legal advice. Returns ranked results plus the educational boundary.

  Parameters:

  • query (required) — string — Search text using Protocol terms. Example: 95/5 equity split Vault PSC trustees
  • limit — integer — Maximum number of cited excerpts to return. Default 5. Example: 5

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_module_playbook read-only

  REQUIRED when coaching setup. Return the ordered Protocol checklist for a module. For 95/5 / share transfer into the Trust use equity_95_5 (not a freestyle solicitor checklist). Modules: vault, trs, equity_95_5, psc, banking, ip, philosophy, legacy, property.

  Parameters:

  • module (required) — string — Protocol module id. Example: equity_95_5

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• list_skills read-only

  List Protocol Architect workflow skills (Vault, TRS, 95/5, PSC, portal co-pilot). Call when the Owner asks how to set something up; then get_skill for the matching workflow.

  Parameters:

  • query — string — Optional text to filter skill names or descriptions. Example: psc

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_skill read-only

  Load a Protocol workflow skill as markdown. Names: establish-vault-trust, register-trust-trs, implement-95-5-equity-split, update-psc-companies-house, run-portal-copilot.

  Parameters:

  • name (required) — string — Skill name from list_skills. Example: implement-95-5-equity-split

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• list_modules read-only

  List available Protocol advisor modules in coaching order.

  Parameters:

  • query — string — Optional text to filter module id or title. Example: vault

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_hmrc_guidance read-only

  Retrieve approved GOV.UK/HMRC trust and inheritance-tax guidance by topic. Returns a title, official URL, and short summary. Not a live scrape of GOV.UK.

  Parameters:

  • topic (required) — string — Guidance topic. Example: trs or inheritance tax
  • jurisdiction — string — Jurisdiction filter. Example: UK

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

• get_companies_house_guidance read-only

  Retrieve approved Companies House / PSC / WebFiling guidance. PSC filings name individuals (trustees), never the Trust itself.

  Parameters:

  • topic (required) — string — Guidance topic. Example: psc or webfiling

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

• run_trust_intake

  Validate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.

  Parameters:

  • jurisdiction (required) — string — Governing law of the trust. Example: England and Wales
  • objective (required) — string — Why the Owner is setting up the Vault. Example: Family wealth planning
  • assets (required) — string — Assets intended for the Trust. Example: 95 ordinary shares in Example Ltd
  • settlor (required) — string — Person settling the Trust. Example: Alex Example
  • parties (required) — string — Trustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children
  • deadlines — string — Known filing or lender deadlines. Example: TRS within 90 days of the deed
  • questions — string — Owner questions the Architect should address. Example: Can the Trust be named as PSC?
  • trustName — string — Vault / settlement name. Example: Example Family Settlement 2026
  • assetValue — string — Optional indicative value of those assets. Example: 100000 GBP
  • companyName — string — Engine (limited company) name. Example: Example Ltd
  • companyNumber — string — Companies House number. Example: 12345678
  • existingArrangements — string — Existing companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd

  Hints: read-only no · destructive no · idempotent no · open-world no

• draft_form_answers

  Draft preparation notes for TRS, IHT100, IHT400, and related professional-review questions from a completed intake. Label as a Protocol guide for solicitor execution.

  Parameters:

  • intake (required) — object — Structured Owner facts for Protocol coaching and portal field mapping
  • formFamily — string — Form family to draft against. Example: TRS

  Hints: read-only no · destructive no · idempotent no · open-world no

• prepare_portal_fill

  Map intake facts to a fill_fields payload for TRS or Companies House PSC. Secrets (auth code) are listed but never filled. Call after Owner login; align labels with list_fillable_fields. Never maps the Trust as a PSC organisation.

  Parameters:

  • intake (required) — object — Structured Owner facts for Protocol coaching and portal field mapping
  • formFamily — string — Portal family to map. Example: COMPANIES_HOUSE_PSC

  Hints: read-only no · destructive no · idempotent no · open-world no

• generate_review_bundle

  Generate a cited professional-review bundle from a completed intake for the Owner to take to a solicitor or CTA.

  Parameters:

  • intake (required) — object — Structured Owner facts for Protocol coaching and portal field mapping
  • format — string — Bundle format. Example: markdown

  Hints: read-only no · destructive no · idempotent no · open-world no

• list_risk_flags read-only

  Return legal, tax, and practical red flags detected from customer facts (settlor-as-beneficiary, lender consent, offshore, time pressure).

  Parameters:

  • intake (required) — object — Structured Owner facts for Protocol coaching and portal field mapping

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• list_implementation_modes read-only

  List Owner choices: self_serve (own browser + guidance) vs assisted (Browserbase live view + optional fill). Ask before starting co-pilot.

  Parameters:

  • preferred — string — Optional Owner preference if already stated. Example: self_serve

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_self_serve_portal read-only

  Self-serve path: return the official portal URL plus Protocol checklist for the Owner’s own browser. Present portalUrl as a clickable markdown link (MCP cannot launch local browsers). Do not start Browserbase.

  Parameters:

  • portalId (required) — string — Allowlisted official portal. Example: trs for HMRC Trust Registration Service

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

• start_browser_session

  ASSISTED mode only. Start a fresh ephemeral Browserbase (or mock) co-pilot session. Returns liveViewUrl — no purchaser email. If Owner prefers their own browser, use get_self_serve_portal instead.

  Parameters:

  • reason — string — Why assisted mode is needed. Example: Owner asked for live TRS fill help

  Hints: read-only no · destructive no · idempotent no · open-world yes

• open_portal

  Navigate the assisted session to an allowlisted portal: trs, trs_manage, companies_house_webfiling, or companies_house_psc.

  Parameters:

  • sessionId (required) — string — Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789
  • portalId (required) — string — Allowlisted official portal. Example: trs for HMRC Trust Registration Service

  Hints: read-only no · destructive no · idempotent no · open-world yes

• explain_current_screen read-only

  Summarise the current portal page: URL, text excerpt, fillable fields, Protocol hint, signedInLikely.

  Parameters:

  • sessionId (required) — string — Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

• list_fillable_fields read-only

  Inventory visible non-secret form controls (label/name/type) on the current portal page. Use to align prepare_portal_fill keys.

  Parameters:

  • sessionId (required) — string — Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

• fill_fields

  Fill non-secret form fields (label/placeholder/name). Never passwords, OTPs, or Companies House auth codes.

  Parameters:

  • sessionId (required) — string — Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789
  • fields (required) — object — Map of visible field label, placeholder, or name to a non-secret value. Example: {"Trust name":"Example Family Settlement 2026"}

  Hints: read-only no · destructive no · idempotent no · open-world yes

• request_user_action

  Pause for Owner login, CAPTCHA, 2FA, or review in the Browserbase live view. Never ask the Owner to paste passwords into chat.

  Parameters:

  • sessionId (required) — string — Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789
  • action (required) — string — Why the Owner must use the live view. Example: login

  Hints: read-only no · destructive no · idempotent no · open-world yes

• wait_for_user_ready

  After request_user_action(login|2fa), poll until the page leaves the sign-in surface (or timeout). Then continue fill.

  Parameters:

  • sessionId (required) — string — Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789
  • pollMs — integer — Polling interval in milliseconds. Default 3000. Example: 3000
  • timeoutMs — integer — How long to wait for sign-in in milliseconds. Default 90000. Example: 90000

  Hints: read-only no · destructive no · idempotent no · open-world yes

• prepare_submit_confirmation

  Create a one-time confirmation token required before confirm_and_submit. Show the token to the human Owner; do not submit without it.

  Parameters:

  • sessionId (required) — string — Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789

  Hints: read-only no · destructive no · idempotent no · open-world yes

• confirm_and_submit destructive

  Submit the current portal form only after the human provides a valid one-time confirmationToken from prepare_submit_confirmation. This can file on a government portal.

  Parameters:

  • sessionId (required) — string — Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789
  • confirmationToken (required) — string — One-time token the Owner typed from prepare_submit_confirmation. Example: 7K2Q9M

  Hints: read-only no · destructive yes · idempotent yes · open-world yes

• end_browser_session destructive

  Tear down the assisted browser session. No credentials are persisted. Safe to call more than once for the same id after expiry.

  Parameters:

  • sessionId (required) — string — Ephemeral co-pilot session id returned by start_browser_session. Example: 8f3c2a1b-4d5e-6789-abcd-ef0123456789

  Hints: read-only no · destructive yes · idempotent yes · open-world yes

• get_legal_boundary read-only

  Return the mandatory educational / non-advice boundary statement. Call when the Owner asks if this is legal advice.

  Parameters:

  • audience — string — Who will read the boundary line. Example: owner

  Hints: read-only yes · destructive no · idempotent yes · open-world no

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