Blackbook Protocol Advisor

Connect it to your AI

Claude Code

claude mcp add --transport http blackbook-advisor https://theblackbook.pro/

Claude, ChatGPT, Cursor and other apps

Add it as a custom connector with this URL (Streamable HTTP):

https://theblackbook.pro/

Cursor, VS Code and other apps (mcp.json)

{
  "mcpServers": {
    "blackbook-advisor": {
      "url": "https://theblackbook.pro/"
    }
  }
}

Tools it offers

25 tools, as the server itself reported during our check on Oct 31, 2026.

• 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 results plus the educ
• 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, equity_95_5, psc, ban
• 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.
• 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.
• list_modulesList available Protocol advisor modules in coaching order.
• 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.
• get_companies_house_guidanceRetrieve approved Companies House / PSC / WebFiling guidance. PSC filings name individuals (trustees), never the Trust itself.
• run_trust_intakeValidate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.
• 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.
• 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 the Trust as a PSC org
• generate_review_bundleGenerate a cited professional-review bundle from a completed intake for the Owner to take to a solicitor or CTA.
• list_risk_flagsReturn legal, tax, and practical red flags detected from customer facts (settlor-as-beneficiary, lender consent, offshore, time pressure).
• list_implementation_modesList Owner choices: self_serve (own browser + guidance) vs assisted (Browserbase live view + optional fill). Ask before starting co-pilot.
• 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 Browserbase.
• 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.
• open_portalNavigate the assisted session to an allowlisted portal: trs, trs_manage, companies_house_webfiling, or companies_house_psc.
• explain_current_screenSummarise the current portal page: URL, text excerpt, fillable fields, Protocol hint, signedInLikely.
• list_fillable_fieldsInventory visible non-secret form controls (label/name/type) on the current portal page. Use to align prepare_portal_fill keys.
• fill_fieldsFill non-secret form fields (label/placeholder/name). Never passwords, OTPs, or Companies House auth codes.
• request_user_actionPause for Owner login, CAPTCHA, 2FA, or review in the Browserbase live view. Never ask the Owner to paste passwords into chat.
• wait_for_user_readyAfter request_user_action(login|2fa), poll until the page leaves the sign-in surface (or timeout). Then continue fill.
• 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.
• 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.
• end_browser_sessionTear down the assisted browser session. No credentials are persisted. Safe to call more than once for the same id after expiry.
• get_legal_boundaryReturn the mandatory educational / non-advice boundary statement. Call when the Owner asks if this is legal advice.

Questions