tegwick
ad500121f4
T01-T06 all done. Final end-to-end confirmation before closing: pytest -> 31 passed; both scripts/smoke_rest_api.py and scripts/smoke_mcp.py exit 0 against fixtures in the same run; compileall clean. REST/MCP policy-outcome parity is proven by test, not just asserted: test_policy_decision_identical_across_protocols (decide() never branches on transport) plus test_audit_parity.py (identical audit shape for the same capability call over both transports, allow and deny paths). Workplan status -> finished. Closure note records what shipped, the three known gaps carried forward (OIDC federation, header-based actor identity, unregistered agent-harness profile), and the Phase 3 seed. README updated to match. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
71 lines
3.1 KiB
Markdown
71 lines
3.1 KiB
Markdown
# qonto-assistant
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Policy-governed Qonto domain API and MCP assistant for Binky (and later
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multi-tenant dogfood).
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**One choke point for bank access across every coding agent and harness.**
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Clients never hold the Qonto API key. v1 policy: **read for awareness only —
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no spend, no volume-cost actions.**
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## Start here
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| Doc | What |
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| --- | --- |
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| [`INTENT.md`](INTENT.md) | Why this exists; boundaries |
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| [`specs/ArchitectureBlueprint.md`](specs/ArchitectureBlueprint.md) | Architecture, phases, policy model |
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| [`research/2026-07-21-mcp-gateway-and-governed-domain-assistant.md`](research/2026-07-21-mcp-gateway-and-governed-domain-assistant.md) | External + internal research |
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| [`docs/operator-runbook.md`](docs/operator-runbook.md) | How to run and verify Phase 1 (REST) |
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| [`docs/mcp-integration.md`](docs/mcp-integration.md) | How to run and verify Phase 2 (MCP) |
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## Status
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Phase 1 runtime is implemented:
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- Python 3.12 service under `src/qonto_assistant/`
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- default-deny YAML policy
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- Qonto read-only client (`organization`, `transactions`)
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- REST endpoints: `/v1/health`, `/v1/accounts`, `/v1/transactions`, `/v1/snapshot`
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- audit metadata, rate limiting, concurrency bounds, tests
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Phase 2 (MCP surface, `workplans/QONTO-WP-0003-mcp-surface.md`) is
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**finished**: a streamable-HTTP MCP adapter is mounted at `/mcp` on the same
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capability core and policy kernel as REST — proven identical by test, not
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just by construction (`tests/test_policy.py`, `tests/test_audit_parity.py`)
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— with tools `qonto_org_summary`, `qonto_list_transactions`, and
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`qonto_cost_run_rate_hints`. The endpoint is gated by a shared-secret bearer
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token (`QONTO_ASSISTANT_MCP_TOKEN`); see `docs/mcp-integration.md` for the
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auth model, its explicit gap vs. the OIDC/workload target (no issuer exists
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in this fleet yet), and the shared multi-harness client config snippet. The
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`finance-qonto-read` agent-harness tool profile is documented (qonto-assistant
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side) but not yet registered in `agent-harness` itself — separate repo,
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separate workplan.
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Current verification:
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- `PYTHONPATH=src ../state-hub/.venv/bin/python -m pytest` → `31 passed`
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- `python3 -m compileall src tests scripts`
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- `../state-hub/.venv/bin/python scripts/smoke_rest_api.py --python ../state-hub/.venv/bin/python`
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- `../state-hub/.venv/bin/python scripts/smoke_mcp.py --python ../state-hub/.venv/bin/python`
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Local fixture-backed smoke mode is available through `QONTO_FIXTURE_DIR`, so the
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service can be exercised without real Qonto credentials. The REST smoke checks
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both a `31`-day recent snapshot and a `90`-day recurring-cost snapshot; the MCP
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smoke additionally exercises the bearer-token auth gate and an out-of-catalog
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tool deny path.
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Phase 3 (flex-auth resource `finance.qonto.read`, graduated quotas,
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redaction profiles) is not started — see `workplans/QONTO-WP-0003-mcp-surface.md`
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closure notes for the seed.
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Normal local workflow, when toolchain support exists:
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```bash
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make install-dev
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make test
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make run
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```
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## Related
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- OpenBao lane: `tenants/binky/qonto-api` (ops-warden `binky-qonto-api`)
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- First pull / CostRunRate: `binky-control` BINKY-WP-0005
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