Blackbook Protocol Advisor

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 r…

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, e…

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.

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.

List available Protocol advisor modules in coaching order.

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.

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

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

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

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 th…

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

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

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

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 Bro…

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.

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

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

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

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

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

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

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

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.

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

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

Index of Protocol Architect workflow skills.

Coach Module 1 — establish the Vault (UK Declaration of Trust), roles, wet-ink execution, and activation before any share transfer. Use when the Owner needs a trust created or asks where to start the …

Coach Blackbook Protocol Engine module — Trust 95% / personal 5% share split, dividend one-way valve, and handoff to PSC. Use when the Owner asks to set up the 95/5 structure or transfer majority shar…

Coach Module 2 — Shield via HMRC Trust Registration Service (TRS) and URN. Use when the Vault exists but is not registered, or before banking and clean dividend plumbing.

Protocol portal implementation — ask self-serve (Owner’s own browser) vs assisted Browserbase fill. Use for TRS then Companies House PSC.

Coach PSC update after the 95/5 split — register individual trustees / controllers as PSCs. A trust cannot be a PSC. Use when Vault holds ~95% of Engine shares.