These four resources were exact duplicates of get_reference(kind=…) and,
being pure agent-facing lookup tables (not human-attach material), carried
no load on the resource surface — especially on clients that can't
resources/list. Read them via the tool instead.

Resource surface 13 → 9: kept overview / accounts / sync-status (a human
plausibly attaches those snapshots), the three static-doc resources
(rule-dsl / report-format / review-guidelines), and the three drilldown
templates.

- Drop the 4 AddResource registrations + their handlers (+ rulesResourceLimit).
- Removed TestRulesResourceShape; trimmed the resource/tool parity test to
  the three pairs that still have both surfaces.
- Scrubbed every "breadbox://{categories,tags,users,rules}" pointer in tool
  descriptions, input schemas, the MCP server instructions, the rule-dsl /
  review-guidelines prompts, and the docs → get_reference(kind=…).

Build + vet + unit + mcp integration green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

breadbox://accounts was an exact duplicate of get_reference(kind=accounts)
(where the old list_accounts tool folded). Agents read accounts via the tool;
the per-account drilldown stays as the breadbox://account/{short_id} template.

Resource surface 9 → 8: only overview + sync-status remain as data resources
(human-attachable snapshots), alongside the 3 static-doc resources and 3
drilldown templates.

- Drop the AddResource registration + handleAccountsResource.
- Trim the resource/tool parity test to the two pairs left (sync_status, overview).
- Scrub breadbox://accounts pointers from the server instructions and docs.

Build + vet + unit + mcp integration green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

…es docs

A deliberate reshape of the read surface:

- Retire the MCP resources/* surface entirely (and the resource templates).
  Resources were invisible to clients that can't resources/list (e.g.
  Claude.ai), so everything is a tool now. Deleted resources.go,
  registerResources, and all resource/template handlers + their tests.
- Re-introduce the seven bounded reference reads as individual tools:
  get_overview, list_accounts, list_categories, list_users, list_tags,
  get_sync_status, list_transaction_rules (handlers already lived in
  tools_reads.go; this just registers them again).
- Repurpose get_reference to serve the operating-guidance docs by kind:
  instructions | rule-dsl | review-guidelines | report-format. Returns
  markdown; instructions/review-guidelines/report-format honor app_config
  overrides, rule-dsl is the fixed grammar. This is how resource-incapable
  clients now reach the guidance that used to live only in breadbox://
  markdown resources.

Registry: 34 tools, 0 resources. Per-entity drilldown templates are gone —
reconstruct from query_transactions + list_annotations / list_accounts.

Also scrubbed every breadbox:// / get_reference(kind=<data>) /
count_transactions / batch_create_rules reference across tool descriptions,
input schemas, the MCP instructions + agent strategy prompts, the admin
tool-group map, and the docs. Build + vet + unit + mcp/service/api
integration all green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

Carry the PR's consolidation philosophy into the tools main added in the
rules-as-substrate merge (#1906), so series and counterparties mirror
each other and the transaction pattern (list/get/assign/update/unlink).

- Fold add_series_tag + remove_series_tag into update_series via
  tags_to_add / tags_to_remove (same pattern as update_transactions;
  each tag sub-change still calls AddSeriesTag/RemoveSeriesTag, so
  inheritance/provenance is unchanged).
- Fold create_counterparty into assign_counterparty: mint via
  create_if_missing, preserve strict-create as an optional
  fail_if_exists flag, and apply enrichment (website_url/logo_url/
  category_id/mcc) inline — losing no capability. Mint a bare
  counterparty by passing name + create_if_missing with no
  transaction_ids.
- Rename unlink_counterparty_transaction → unlink_counterparty_transactions
  for parity with unlink_series_transactions.

Net: 38 → 35 tools. Updated docs/mcp-tools-reference.md and
.claude/rules/mcp.md to match. Verified: go build ./..., go vet ./...,
and the full internal/mcp integration suite green on a clean DB.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Y7qg4TN9ZPcHsXR714UrjG

Align the workflow/MCP prompts main carried in with the consolidated tool
surface — these were instructing agents to call tools that no longer exist:

- category-system.md: categorize_transaction / batch_categorize_transactions
  / reset_transaction_category / bulk_recategorize → update_transactions
  (reset via reset_category; bulk via query_transactions + batches, or a rule).
- strategy-transaction-reviewer.md, rules-curriculum.md: batch_create_rules →
  create_transaction_rule (rules array).
- rules-curriculum.md: breadbox://rule-dsl → get_reference(kind=rule-dsl);
  "one-off MCP tools" → update_transactions / assign_series / assign_counterparty.
- rule-dsl.md: flag/unflag now reference update_transactions(flagged), not the
  removed flag_transaction tool.
- report-format.md: dropped the create_session instruction (sessions are
  automatic; reason travels via tools/call._meta).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Y7qg4TN9ZPcHsXR714UrjG

Pull in main (#1907–#1919). Two changes interact with this PR:

- #1918 fully removed series tags (AddSeriesTag/RemoveSeriesTag service
  methods gone). Reverted this PR's update_series tag fold: update_series
  is back to name/type only, and the tags_to_add/tags_to_remove input +
  handler loops are removed. Series no longer have a tag dimension.
- #1913 added four series/counterparty workflow preset prompts written
  against main's older tool surface. Scrubbed their stale refs to match
  the consolidated tools: breadbox://overview → get_overview;
  batch_create_rules → create_transaction_rule rules array; set_series_type
  / split_series / review_series / explain_series_candidates (all removed
  upstream) → update_series / unlink_series_transactions / get_series.

Resolved the docs/mcp-tools-reference.md conflict by taking main's
series-unlink description (no tags). The counterparty create→assign fold
and unlink rename from the prior commit are preserved.

Verified: go build ./..., go vet ./..., and the full internal/mcp
integration suite green on a clean DB.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Y7qg4TN9ZPcHsXR714UrjG