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FinancialMCP serverFirst audited Nov 13, 2026

Blackbook Protocol Advisor

Purchaser-gated MCP for Vault, HMRC TRS, 95/5 equity, and Companies House PSC.The vendor's description, from its MCP Registry listing.

Passed public checksAudited Nov 13, 2026

Every public check ran and passed. Public audit: we connect as an AI client would, list the tools and check what they say. We do not run them. How we audit

Does it work?
YesConnected in 176 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
YesSome tools say they can change things. Your AI client should ask you first.
Endpointhttps://theblackbook.pro

Source code Website Streamable HTTP · protocol 2025-11-25 · server version 1.0.0

What we checked, the evidence, and the tools it offers.

What we checked

Security

  • Passed: Connections are encrypted (HTTPS).

  • Passed: No hidden instructions found in tool text.

Safety labels

  • Note: 12 tools are labelled as able to change things.

    Expected for tools that send, write or buy. Your AI client should ask before calling them.

    • run_trust_intake
    • draft_form_answers
    • prepare_portal_fill
    • generate_review_bundle
    • start_browser_session
    • open_portal
    • fill_fields
    • request_user_action
    • and 4 more
  • Passed: Every tool says whether it only reads or can change things.

Tools

  • Note: Some tool text is long, so it uses more of the AI's working memory.

    • server instructions (9,070 characters)
  • Passed: 25 tools listed.

  • Passed: Every tool describes its inputs with a valid schema.

Protocol

  • Passed: The MCP handshake works (Streamable HTTP).

  • Passed: Protocol version 2025-11-25 (latest).

  • Passed: Unknown requests are refused.

Connection

  • Passed: The server responds.

Tools (25)

As the server describes them. The labels are the server's own: it says whether each tool only reads or can change things.

  • search_bookREQUIRED 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…Read-only
  • get_module_playbookREQUIRED 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,…Read-only
  • list_skillsList 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.Read-only
  • get_skillLoad 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.Read-only
  • list_modulesList available Protocol advisor modules in coaching order.Read-only
  • get_hmrc_guidanceRetrieve 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.Read-only
  • get_companies_house_guidanceRetrieve approved Companies House / PSC / WebFiling guidance. PSC filings name individuals (trustees), never the Trust itself.Read-only
  • run_trust_intakeValidate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.Can change things
  • draft_form_answersDraft preparation notes for TRS, IHT100, IHT400, and related professional-review questions from a completed intake. Label as a Protocol guide for solicitor execution.Can change things
  • prepare_portal_fillMap 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 t…Can change things
  • generate_review_bundleGenerate a cited professional-review bundle from a completed intake for the Owner to take to a solicitor or CTA.Can change things
  • list_risk_flagsReturn legal, tax, and practical red flags detected from customer facts (settlor-as-beneficiary, lender consent, offshore, time pressure).Read-only
  • list_implementation_modesList Owner choices: self_serve (own browser + guidance) vs assisted (Browserbase live view + optional fill). Ask before starting co-pilot.Read-only
  • get_self_serve_portalSelf-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 Br…Read-only
  • start_browser_sessionASSISTED 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.Can change things
  • open_portalNavigate the assisted session to an allowlisted portal: trs, trs_manage, companies_house_webfiling, or companies_house_psc.Can change things
  • explain_current_screenSummarise the current portal page: URL, text excerpt, fillable fields, Protocol hint, signedInLikely.Read-only
  • list_fillable_fieldsInventory visible non-secret form controls (label/name/type) on the current portal page. Use to align prepare_portal_fill keys.Read-only
  • fill_fieldsFill non-secret form fields (label/placeholder/name). Never passwords, OTPs, or Companies House auth codes.Can change things
  • request_user_actionPause for Owner login, CAPTCHA, 2FA, or review in the Browserbase live view. Never ask the Owner to paste passwords into chat.Can change things
  • wait_for_user_readyAfter request_user_action(login|2fa), poll until the page leaves the sign-in surface (or timeout). Then continue fill.Can change things
  • prepare_submit_confirmationCreate a one-time confirmation token required before confirm_and_submit. Show the token to the human Owner; do not submit without it.Can change things
  • confirm_and_submitSubmit 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.Can change things
  • end_browser_sessionTear down the assisted browser session. No credentials are persisted. Safe to call more than once for the same id after expiry.Can change things
  • get_legal_boundaryReturn the mandatory educational / non-advice boundary statement. Call when the Owner asks if this is legal advice.Read-only

Audit history

  1. Nov 13Passed

What we sent

Every request in this audit, with the answer and how long it took. We never send credentials and never call a tool.

RequestAnswerTime
initializeHTTP 200176 ms
initializedHTTP 20263 ms
tools/listHTTP 200114 ms
resources/listHTTP 20055 ms
unknown-methodHTTP 20065 ms

Run this server, or disagree with the result?

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