Solar Milestone Invoice Review for Contractors
Review solar progress billing for proposed overbilling and missing milestone payment evidence before submission. For commercial solar project managers and finance reviewers, using Claude Code or Codex. Customer savings are not yet measured.
View product preview
Published by Phillip Joe
Version 0.6.1
$19.00 / month
Sandbox evaluation. Stripe test mode only; no live payment.
Start with your invoice-review workflow
Discuss who reviews milestone invoices, what records they use and where rework occurs. No account, installation or document upload is needed for an initial conversation. If there is a fit, agree a redacted historical walkthrough before considering a measured pilot.
Discuss your review workflow Explore the synthetic sampleDesign-partner evaluation; customer savings are not measured. Requests go to Bluebear support for marketplace coordination. The independent publisher remains responsible for the offering. Do not submit customer records in the contact form. A conversation does not purchase or enroll you in a pilot. Stripe checkout remains test mode only.
Explore a synthetic sample · No sign-in · No checks used
Sample review: a solar milestone exception report
See which evidence is due now, why a remaining contract balance cannot clear an invoice, and what finance must confirm.
Fictional contract and synthetic, precomputed checks from the creator rules. Not a real document review, universal solar checklist or measured customer savings. No upload, hosted execution or checks consumed. Net billing limits are supplied by an accountable reviewer; this tool does not calculate AIA applications, retention or stored materials.
1. Find evidence due at this milestone
Prepare the commercial-operation handoff using the approved fictional requirements. The final manual is due later.
- Current stage
- Commercial operation
- Current missing evidence
- Utility authorization notice
- Final O&M manual
- Not applicable yet; final acceptance only
View Fictional commercial-operation requirements
Synthetic project: synthetic-solar-closeout Commercial operation: utility authorization notice required. Final acceptance: final O&M manual required later. Requirements: fictional contract v2 sections 8.1 and 9.2. Applicability confirmed by synthetic project reviewer.
Published sample result
Needs review
One applicable requirement is missing. The later-stage manual does not create a blocker.
- Collect Utility authorization notice — Interconnection coordinator
| Item and status | Source and evidence | Owner and next action |
|---|---|---|
| Utility authorization notice missing | Fictional contract v2 section 8.1 No evidence reference supplied | Interconnection coordinator Collect and review the applicable utility notice |
| Final O&M manual not applicable | Fictional contract v2 section 9.2 No evidence reference supplied | Closeout coordinator Due at final acceptance, not commercial operation |
Next action: The interconnection coordinator supplies the notice; an accountable reviewer confirms its actual acceptance.
View exact check_project_packet request and result
{
"tool": "check_project_packet",
"request": {
"arguments": {
"packet": {
"documents": [],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"requirements": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
]
}
},
"request_id": "00000000-0000-4000-8000-000000000001"
},
"response_payload": {
"scope": "Completeness against customer-supplied requirements only; no permit, utility, engineering, or eligibility approval.",
"checks": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"status": "missing",
"evidence": [],
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"status": "not_applicable",
"evidence": [],
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
],
"status": "needs_review",
"actions": [
{
"owner": "Interconnection coordinator",
"action": "Collect Utility authorization notice",
"source": "Fictional contract v2 section 8.1",
"requirementId": "utility-notice"
}
],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"schemaVersion": "bluebear.energy.packet.v1"
}
}2. Catch a milestone overrun despite available contract balance
The notice now has reviewer-accepted evidence. A proposed $20,000 invoice fits the $100,000 remaining authorization but exceeds the reviewed $10,000 net limit for this application.
- Remaining authorization
- $100,000
- Proposed invoice
- $20,000
- Current net billing limit
- $10,000
View Fictional commercial-operation requirements
Synthetic project: synthetic-solar-closeout Commercial operation: utility authorization notice required. Final acceptance: final O&M manual required later. Requirements: fictional contract v2 sections 8.1 and 9.2. Applicability confirmed by synthetic project reviewer.
View Synthetic finance record
Remaining contract authorization: USD 100,000 Proposed current invoice: USD 20,000 Finance-confirmed current net billing limit: USD 10,000 after applicable adjustments. No unsupported adjustments declared. Work acceptance confirmed for this milestone.
Published sample result
Blocked
Available total authorization does not override the current milestone limit.
- Proposed invoice exceeds current milestone net billing limit
| Item and status | Source and evidence | Owner and next action |
|---|---|---|
| final-manual not applicable | Fictional contract v2 section 9.2 No evidence reference supplied | Closeout coordinator Excluded for this milestone: Due at final acceptance, not commercial operation |
| invoice blocked | Fictional finance-approved current net application limit, including applicable adjustments No evidence reference supplied | Finance reviewer Proposed invoice exceeds current milestone net billing limit |
Next action: Finance reconciles the proposed amount with the governing milestone and approved billing record.
View exact check_invoice_readiness request and result
{
"tool": "check_invoice_readiness",
"request": {
"arguments": {
"invoice": {
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"workAccepted": true,
"invoicedCents": 0,
"closeoutPacket": {
"documents": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"requirements": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
]
},
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"currentInvoiceLimitCents": 1000000
},
"purchaseOrderCents": 10000000,
"proposedInvoiceCents": 2000000,
"approvedChangeOrderCents": 0
}
},
"request_id": "00000000-0000-4000-8000-000000000002"
},
"response_payload": {
"scope": "Read-only checks of supplied authorization, customer-approved milestone evidence and reviewer-confirmed net billing limit. Does not calculate retainage, stored materials or AIA pay applications, verify accounting records, approve payment or issue invoices. Supplier invoices are outside supported financial scope.",
"packet": {
"scope": "Completeness against customer-supplied requirements only; no permit, utility, engineering, or eligibility approval.",
"checks": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"status": "complete",
"evidence": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"status": "not_applicable",
"evidence": [],
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
],
"status": "packet_complete",
"actions": [],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"schemaVersion": "bluebear.energy.packet.v1"
},
"status": "blocked",
"blockers": [
"Proposed invoice exceeds current milestone net billing limit"
],
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"exceptions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
},
{
"owner": "Finance reviewer",
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"evidence": [],
"nextAction": "Proposed invoice exceeds current milestone net billing limit",
"requirementId": "invoice",
"classification": "blocked"
}
],
"confirmations": [],
"reviewHandoff": {
"currency": "USD",
"followUps": [
{
"owner": "Finance reviewer",
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"evidence": [],
"nextAction": "Proposed invoice exceeds current milestone net billing limit",
"requirementId": "invoice",
"classification": "blocked"
}
],
"projectId": "synthetic-solar-closeout",
"instruction": "Verify the cited records and resolve the listed exceptions before deciding whether to submit. Financial headroom alone does not establish work acceptance or invoice approval.",
"milestoneId": "commercial-operation",
"decisionOwner": "Accountable finance reviewer",
"evidenceSummary": {
"complete": 1,
"excluded": 1,
"outstanding": 0
},
"paymentApproved": false,
"billingComparison": {
"priorInvoicedCents": 0,
"proposedInvoiceCents": 2000000,
"authorizationOverrunCents": 0,
"milestoneLimitOverrunCents": 1000000,
"withinReviewedFinancialLimits": false,
"remainingAuthorizationAfterCents": 8000000,
"reviewedCurrentInvoiceLimitCents": 1000000,
"remainingAuthorizationBeforeCents": 10000000
},
"reviewedExclusions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
}
]
},
"schemaVersion": "bluebear.energy.invoice.v1",
"remainingCents": 10000000,
"authorizedCents": 10000000,
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"unsupportedAdjustments": [],
"currentInvoiceLimitCents": 1000000
},
"financialScopeConfirmed": true
}
}3. Keep unknown financial context unresolved
The proposed amount is reduced to $10,000, but the current net billing limit is not confirmed in this variant.
- Proposed invoice
- $10,000
- Current net billing limit
- Unknown
View Synthetic incomplete billing record
Proposed invoice: USD 10,000 Remaining authorization: USD 100,000 Current net billing limit: UNKNOWN. Do not substitute remaining authorization.
Published sample result
Needs confirmation
A complete evidence packet cannot establish financial readiness without the current reviewed limit.
- Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient
| Item and status | Source and evidence | Owner and next action |
|---|---|---|
| final-manual not applicable | Fictional contract v2 section 9.2 No evidence reference supplied | Closeout coordinator Excluded for this milestone: Due at final acceptance, not commercial operation |
| financial-context needs confirmation | Fictional finance-approved current net application limit, including applicable adjustments No evidence reference supplied | Finance reviewer Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient |
Next action: Ask the finance reviewer to establish the net limit from the applicable agreement and accounting records.
View exact check_invoice_readiness request and result
{
"tool": "check_invoice_readiness",
"request": {
"arguments": {
"invoice": {
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"workAccepted": true,
"invoicedCents": 0,
"closeoutPacket": {
"documents": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"requirements": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
]
},
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"currentInvoiceLimitCents": null
},
"purchaseOrderCents": 10000000,
"proposedInvoiceCents": 1000000,
"approvedChangeOrderCents": 0
}
},
"request_id": "00000000-0000-4000-8000-000000000003"
},
"response_payload": {
"scope": "Read-only checks of supplied authorization, customer-approved milestone evidence and reviewer-confirmed net billing limit. Does not calculate retainage, stored materials or AIA pay applications, verify accounting records, approve payment or issue invoices. Supplier invoices are outside supported financial scope.",
"packet": {
"scope": "Completeness against customer-supplied requirements only; no permit, utility, engineering, or eligibility approval.",
"checks": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"status": "complete",
"evidence": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"status": "not_applicable",
"evidence": [],
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
],
"status": "packet_complete",
"actions": [],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"schemaVersion": "bluebear.energy.packet.v1"
},
"status": "needs_confirmation",
"blockers": [],
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"exceptions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
},
{
"owner": "Finance reviewer",
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"evidence": [],
"nextAction": "Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient",
"requirementId": "financial-context",
"classification": "needs_confirmation"
}
],
"confirmations": [
"Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient"
],
"reviewHandoff": {
"currency": "USD",
"followUps": [
{
"owner": "Finance reviewer",
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"evidence": [],
"nextAction": "Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient",
"requirementId": "financial-context",
"classification": "needs_confirmation"
}
],
"projectId": "synthetic-solar-closeout",
"instruction": "Verify the cited records and resolve the listed exceptions before deciding whether to submit. Financial headroom alone does not establish work acceptance or invoice approval.",
"milestoneId": "commercial-operation",
"decisionOwner": "Accountable finance reviewer",
"evidenceSummary": {
"complete": 1,
"excluded": 1,
"outstanding": 0
},
"paymentApproved": false,
"billingComparison": {
"priorInvoicedCents": 0,
"proposedInvoiceCents": 1000000,
"authorizationOverrunCents": 0,
"milestoneLimitOverrunCents": null,
"withinReviewedFinancialLimits": null,
"remainingAuthorizationAfterCents": 9000000,
"reviewedCurrentInvoiceLimitCents": null,
"remainingAuthorizationBeforeCents": 10000000
},
"reviewedExclusions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
}
]
},
"schemaVersion": "bluebear.energy.invoice.v1",
"remainingCents": 10000000,
"authorizedCents": 10000000,
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"unsupportedAdjustments": [],
"currentInvoiceLimitCents": null
},
"financialScopeConfirmed": false
}
}4. Hand the corrected package to finance
The reviewer confirms the current net limit and applicability. The proposed amount is $10,000 and applicable evidence is accepted.
- Proposed and net limit
- $10,000
- Applicable evidence
- Complete against approved fictional requirements
View Synthetic reviewed application
Current milestone: commercial operation Proposed invoice: USD 10,000 Reviewed net limit: USD 10,000 Applicable evidence: accepted Final manual: later-stage requirement, excluded with reviewed reason.
Published sample result
Ready for finance review
The supplied facts pass these limited checks. This is not invoice or payment approval.
| Item and status | Source and evidence | Owner and next action |
|---|---|---|
| final-manual not applicable | Fictional contract v2 section 9.2 No evidence reference supplied | Closeout coordinator Excluded for this milestone: Due at final acceptance, not commercial operation |
Next action: An authorized finance reviewer verifies underlying records and decides whether to submit. The tool does not certify engineering, verify the ledger or calculate unmodeled adjustments.
View exact check_invoice_readiness request and result
{
"tool": "check_invoice_readiness",
"request": {
"arguments": {
"invoice": {
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"workAccepted": true,
"invoicedCents": 0,
"closeoutPacket": {
"documents": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"requirements": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
]
},
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"currentInvoiceLimitCents": 1000000
},
"purchaseOrderCents": 10000000,
"proposedInvoiceCents": 1000000,
"approvedChangeOrderCents": 0
}
},
"request_id": "00000000-0000-4000-8000-000000000004"
},
"response_payload": {
"scope": "Read-only checks of supplied authorization, customer-approved milestone evidence and reviewer-confirmed net billing limit. Does not calculate retainage, stored materials or AIA pay applications, verify accounting records, approve payment or issue invoices. Supplier invoices are outside supported financial scope.",
"packet": {
"scope": "Completeness against customer-supplied requirements only; no permit, utility, engineering, or eligibility approval.",
"checks": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"status": "complete",
"evidence": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"status": "not_applicable",
"evidence": [],
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
],
"status": "packet_complete",
"actions": [],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"schemaVersion": "bluebear.energy.packet.v1"
},
"status": "ready_for_finance_review",
"blockers": [],
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"exceptions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
}
],
"confirmations": [],
"reviewHandoff": {
"currency": "USD",
"followUps": [],
"projectId": "synthetic-solar-closeout",
"instruction": "Verify the cited records and resolve the listed exceptions before deciding whether to submit. Financial headroom alone does not establish work acceptance or invoice approval.",
"milestoneId": "commercial-operation",
"decisionOwner": "Accountable finance reviewer",
"evidenceSummary": {
"complete": 1,
"excluded": 1,
"outstanding": 0
},
"paymentApproved": false,
"billingComparison": {
"priorInvoicedCents": 0,
"proposedInvoiceCents": 1000000,
"authorizationOverrunCents": 0,
"milestoneLimitOverrunCents": 0,
"withinReviewedFinancialLimits": true,
"remainingAuthorizationAfterCents": 9000000,
"reviewedCurrentInvoiceLimitCents": 1000000,
"remainingAuthorizationBeforeCents": 10000000
},
"reviewedExclusions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
}
]
},
"schemaVersion": "bluebear.energy.invoice.v1",
"remainingCents": 10000000,
"authorizedCents": 10000000,
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"unsupportedAdjustments": [],
"currentInvoiceLimitCents": 1000000
},
"financialScopeConfirmed": true
}
}Review your own records after installation. Running a hosted readiness tool uses your check allowance.
Review pricing and installationWhat it does and its limitations
Solar invoice review for contractors preparing milestone payment submissions. Check supplied invoice amounts against remaining authorization and a finance-reviewed current billing limit; identify missing supporting documents and produce an owner-assigned finance review handoff. Use existing authorized Claude Code or Codex document tools to read records. Includes exact overrun amounts, evidence counts and draft supporting-document requests. Does not create invoices, verify a ledger, calculate AIA pay applications or approve payment. Customer time savings remain unmeasured.
How it works
[
{
"body": "Using your existing authorized tools, supply the approved authorization, changes, prior invoices and acceptance/closeout evidence. Keep unknown values unknown; preparation time counts in the pilot.",
"title": "Prepare the supporting facts"
},
{
"body": "Compare the proposed amount with remaining authorization. Review missing evidence, exact source quotes and named follow-up owners. The tool does not independently verify extracted values or accounting balances.",
"title": "Review the exceptions"
},
{
"body": "An accountable reviewer confirms the records and decides whether to submit. Measure total review and correction time, missed issues and false alarms against your current process.",
"title": "Let finance decide"
}
]Inputs and permissions
[ "An email inbox you can open; verify a single-use link. No password or manual workspace setup required.", "A revocable 30-day product installation key created on the private purchase page; keep it locally.", "Claude Code or Codex with authenticated Streamable HTTP MCP support; model access billed separately.", "Your approved checklist and structured project packet or invoice evidence; no external energy API key required." ]
Who this is for
Commercial solar installation contractors, solar EPC project managers and finance reviewers preparing contractor-to-customer milestone invoices.
Task and expected outcome
Help commercial solar contractors and finance reviewers catch proposed overbilling and missing milestone payment evidence during a progress billing review. Return a source-linked exception report and reviewer handoff; the accountable finance reviewer decides whether to submit.
Authentication and installation
{
"steps": [
"For incomplete documents, omit or use null for unknown invoice facts and closeoutPacket. review_invoice_documents returns missingEvidence and needs_confirmation; readiness is null until reconciliation facts exist. Do not invent amounts, currency, acceptance or a customer checklist."
],
"clients": {
"codex": {
"label": "Codex",
"command": "codex mcp add bluebear-energy-guest --url \"https://api.bluebear.ai/api/v1/marketplace/guest/energy-operations/mcp\" --bearer-token-env-var BLUEBEAR_ENERGY_GUEST_TOKEN",
"token_environment_variable": "BLUEBEAR_ENERGY_GUEST_TOKEN"
},
"claude_code": {
"label": "Claude Code",
"scope": "local",
"config": {
"url": "https://api.bluebear.ai/api/v1/marketplace/guest/energy-operations/mcp",
"type": "http",
"headers": {
"Authorization": "Bearer ${BLUEBEAR_ENERGY_GUEST_TOKEN}"
}
},
"shells": [
"PowerShell 7",
"bash",
"zsh"
],
"command": "claude mcp add-json --scope local bluebear-energy-guest '{\"type\":\"http\",\"url\":\"https://api.bluebear.ai/api/v1/marketplace/guest/energy-operations/mcp\",\"headers\":{\"Authorization\":\"Bearer ${BLUEBEAR_ENERGY_GUEST_TOKEN}\"}}'",
"token_environment_variable": "BLUEBEAR_ENERGY_GUEST_TOKEN"
}
},
"endpoint": "https://api.bluebear.ai/api/v1/marketplace/guest/energy-operations/mcp",
"transport": "streamable-http",
"server_name": "bluebear-energy-guest",
"instructions": [
"Open the passwordless purchase URL and request a link to your own inbox.",
"Open the single-use email link within 15 minutes and select Verify email and continue. Bluebear prepares a private product workspace; no password is created.",
"Review 10 free checks, or complete USD 19/month Stripe test checkout for 100 checks per paid period. Refresh payment and usage; no live payment or automatic overage.",
"Create a 30-day product installation key with the buyer's authorization. Store it locally outside chat and source control.",
"Set BLUEBEAR_ENERGY_GUEST_TOKEN locally and choose the Claude Code or Codex command. Start a fresh client session with the variable available, discover the tools, and call subscription_status before a check.",
"Call a readiness tool with request_id (a new UUID) and arguments containing packet or invoice. Reuse the identical UUID and arguments for retries.",
"Request a new email link to manage this purchase, cancel renewal, or revoke or replace the installation key."
],
"purchase_url": "https://bluebear.ai/marketplace/guest/energy-operations",
"codex_command": "codex mcp add bluebear-energy-guest --url \"https://api.bluebear.ai/api/v1/marketplace/guest/energy-operations/mcp\" --bearer-token-env-var BLUEBEAR_ENERGY_GUEST_TOKEN",
"compatibility": {
"codex": "Codex native app-server (gpt-6.1-sol): authenticated hosted 0.5.0 workflow passed on 2026-10-26.",
"claude_code": "Claude Code 2.1.301 (claude-opus-5-5): authenticated hosted 0.5.0 workflow passed on 2026-10-26; portable environment-variable registration passed a non-consuming status check.",
"other_clients": "Require authenticated Streamable HTTP MCP support; not verified by this guest acceptance test",
"file_only_chat": "Can read instructions and prepare inputs; cannot execute the MCP without a connected tool client"
},
"authentication": "product-installation-key",
"claude_command": "claude mcp add-json --scope local bluebear-energy-guest '{\"type\":\"http\",\"url\":\"https://api.bluebear.ai/api/v1/marketplace/guest/energy-operations/mcp\",\"headers\":{\"Authorization\":\"Bearer ${BLUEBEAR_ENERGY_GUEST_TOKEN}\"}}'",
"key_expires_in_days": 30,
"buyer_authentication": "email-magic-link",
"token_environment_variable": "BLUEBEAR_ENERGY_GUEST_TOKEN",
"existing_account_alternative": {
"note": "Use the workspace-specific command and key shown there; do not mix it with guest credentials.",
"purchase_url": "https://bluebear.ai/settings/marketplace-sandbox",
"authentication": "personal-api-key",
"endpoint_template": "https://api.bluebear.ai/api/v1/marketplace/product-hosted/{workspace_id}/mcp"
}
}Tools and schemas
[
{
"name": "subscription_status",
"scope": "Workspace-scoped test subscription and allowance; status reads do not consume a check.",
"input_schema": {
"type": "object",
"properties": {},
"additionalProperties": false
},
"output_payload_schema": {
"type": "object",
"required": [
"mode",
"paid",
"limit",
"completed",
"reserved",
"remaining"
],
"properties": {
"mode": {
"const": "test"
},
"paid": {
"type": "boolean"
},
"limit": {
"type": "integer",
"minimum": 0
},
"reserved": {
"type": "integer",
"minimum": 0
},
"completed": {
"type": "integer",
"minimum": 0
},
"remaining": {
"type": "integer",
"minimum": 0
}
}
},
"output_payload_location": "JSON.parse(MCP response.content[0].text)"
},
{
"name": "check_project_packet",
"scope": "Structured evidence supplied by the customer; no document extraction or external accounting verification.",
"input_schema": {
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"request_id",
"arguments"
],
"properties": {
"arguments": {
"type": "object",
"required": [
"packet"
],
"properties": {
"packet": {
"type": "object",
"required": [
"projectId",
"requirements",
"documents"
],
"properties": {
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"evidence",
"status"
],
"properties": {
"status": {
"enum": [
"accepted",
"pending",
"rejected",
"superseded"
],
"type": "string"
},
"evidence": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirementId": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"maxItems": 1000
},
"milestone": {
"type": "object",
"required": [
"id",
"requirementsRevision",
"confirmed"
],
"properties": {
"id": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"reviewer": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"confirmed": {
"type": "boolean"
},
"requirementsRevision": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"projectId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirements": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"label",
"owner",
"source"
],
"properties": {
"id": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"label": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"owner": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"applicability": {
"enum": [
"applicable",
"not_applicable",
"unknown"
],
"type": "string"
},
"applicabilityReason": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"maxItems": 200,
"minItems": 1
}
}
}
}
},
"request_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
}
}
},
"output_payload_schema": {
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"schemaVersion",
"projectId",
"status",
"checks",
"actions",
"scope"
],
"properties": {
"scope": {
"type": "string"
},
"checks": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"label",
"owner",
"source",
"status",
"evidence"
],
"properties": {
"id": {
"type": "string"
},
"label": {
"type": "string"
},
"owner": {
"type": "string"
},
"source": {
"type": "string"
},
"status": {
"enum": [
"rejected",
"pending",
"complete",
"missing",
"superseded",
"not_applicable",
"needs_confirmation"
],
"type": "string"
},
"evidence": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"evidence",
"status"
],
"properties": {
"status": {
"enum": [
"accepted",
"pending",
"rejected",
"superseded"
],
"type": "string"
},
"evidence": {
"type": "string"
},
"requirementId": {
"type": "string"
}
},
"additionalProperties": false
}
},
"applicability": {
"enum": [
"applicable",
"not_applicable",
"unknown"
],
"type": "string"
},
"applicabilityReason": {
"type": "string"
}
},
"additionalProperties": false
}
},
"status": {
"enum": [
"packet_complete",
"needs_review"
],
"type": "string"
},
"actions": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"owner",
"action",
"source"
],
"properties": {
"owner": {
"type": "string"
},
"action": {
"type": "string"
},
"source": {
"type": "string"
},
"requirementId": {
"type": "string"
}
},
"additionalProperties": false
}
},
"milestone": {
"type": "object",
"required": [
"id",
"requirementsRevision",
"confirmed"
],
"properties": {
"id": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"reviewer": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"confirmed": {
"type": "boolean"
},
"requirementsRevision": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"additionalProperties": false
},
"projectId": {
"type": "string"
},
"schemaVersion": {
"type": "string",
"const": "bluebear.energy.packet.v1"
}
},
"additionalProperties": false
},
"output_payload_location": "JSON.parse(hostedResult.output[0].text)"
},
{
"name": "check_invoice_readiness",
"scope": "Structured evidence supplied by the customer; no document extraction or external accounting verification.",
"input_schema": {
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"request_id",
"arguments"
],
"properties": {
"arguments": {
"type": "object",
"required": [
"invoice"
],
"properties": {
"invoice": {
"type": "object",
"required": [
"projectId",
"currency",
"purchaseOrderCents",
"approvedChangeOrderCents",
"invoicedCents",
"proposedInvoiceCents",
"workAccepted",
"closeoutPacket"
],
"properties": {
"currency": {
"type": "string",
"pattern": "^[A-Z]{3}$"
},
"projectId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"workAccepted": {
"type": "boolean"
},
"invoicedCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
"closeoutPacket": {
"type": "object",
"required": [
"projectId",
"requirements",
"documents"
],
"properties": {
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"evidence",
"status"
],
"properties": {
"status": {
"enum": [
"accepted",
"pending",
"rejected",
"superseded"
],
"type": "string"
},
"evidence": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirementId": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"maxItems": 1000
},
"milestone": {
"type": "object",
"required": [
"id",
"requirementsRevision",
"confirmed"
],
"properties": {
"id": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"reviewer": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"confirmed": {
"type": "boolean"
},
"requirementsRevision": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"projectId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirements": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"label",
"owner",
"source"
],
"properties": {
"id": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"label": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"owner": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"applicability": {
"enum": [
"applicable",
"not_applicable",
"unknown"
],
"type": "string"
},
"applicabilityReason": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"maxItems": 200,
"minItems": 1
}
}
},
"financialContext": {
"type": "object",
"required": [
"invoiceDirection",
"milestoneId",
"source",
"confirmed"
],
"properties": {
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"reviewer": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"confirmed": {
"type": "boolean"
},
"milestoneId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"invoiceDirection": {
"enum": [
"contractor_to_customer",
"supplier_to_contractor"
],
"type": "string"
},
"unsupportedAdjustments": {
"type": "array",
"items": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"default": [],
"maxItems": 50
},
"currentInvoiceLimitCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
}
},
"additionalProperties": false
},
"purchaseOrderCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
"proposedInvoiceCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
"approvedChangeOrderCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
}
}
}
}
},
"request_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
}
}
},
"output_payload_schema": {
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"schemaVersion",
"projectId",
"currency",
"status",
"authorizedCents",
"remainingCents",
"blockers",
"packet",
"financialScopeConfirmed",
"confirmations",
"exceptions",
"reviewHandoff",
"scope"
],
"properties": {
"scope": {
"type": "string"
},
"packet": {
"type": "object",
"required": [
"schemaVersion",
"projectId",
"status",
"checks",
"actions",
"scope"
],
"properties": {
"scope": {
"type": "string"
},
"checks": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"label",
"owner",
"source",
"status",
"evidence"
],
"properties": {
"id": {
"type": "string"
},
"label": {
"type": "string"
},
"owner": {
"type": "string"
},
"source": {
"type": "string"
},
"status": {
"enum": [
"rejected",
"pending",
"complete",
"missing",
"superseded",
"not_applicable",
"needs_confirmation"
],
"type": "string"
},
"evidence": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"evidence",
"status"
],
"properties": {
"status": {
"enum": [
"accepted",
"pending",
"rejected",
"superseded"
],
"type": "string"
},
"evidence": {
"type": "string"
},
"requirementId": {
"type": "string"
}
},
"additionalProperties": false
}
},
"applicability": {
"enum": [
"applicable",
"not_applicable",
"unknown"
],
"type": "string"
},
"applicabilityReason": {
"type": "string"
}
},
"additionalProperties": false
}
},
"status": {
"enum": [
"packet_complete",
"needs_review"
],
"type": "string"
},
"actions": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"owner",
"action",
"source"
],
"properties": {
"owner": {
"type": "string"
},
"action": {
"type": "string"
},
"source": {
"type": "string"
},
"requirementId": {
"type": "string"
}
},
"additionalProperties": false
}
},
"milestone": {
"type": "object",
"required": [
"id",
"requirementsRevision",
"confirmed"
],
"properties": {
"id": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"reviewer": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"confirmed": {
"type": "boolean"
},
"requirementsRevision": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"additionalProperties": false
},
"projectId": {
"type": "string"
},
"schemaVersion": {
"type": "string",
"const": "bluebear.energy.packet.v1"
}
},
"additionalProperties": false
},
"status": {
"enum": [
"blocked",
"needs_confirmation",
"ready_for_finance_review"
],
"type": "string"
},
"blockers": {
"type": "array",
"items": {
"type": "string"
}
},
"currency": {
"type": "string"
},
"projectId": {
"type": "string"
},
"exceptions": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"classification",
"source",
"evidence",
"owner",
"nextAction"
],
"properties": {
"owner": {
"type": "string"
},
"source": {
"type": "string"
},
"evidence": {
"type": "array",
"items": {
"type": "string"
}
},
"nextAction": {
"type": "string"
},
"requirementId": {
"type": "string"
},
"classification": {
"type": "string"
}
},
"additionalProperties": false
}
},
"confirmations": {
"type": "array",
"items": {
"type": "string"
}
},
"reviewHandoff": {
"type": "object",
"required": [
"projectId",
"milestoneId",
"currency",
"billingComparison",
"evidenceSummary",
"followUps",
"reviewedExclusions",
"decisionOwner",
"paymentApproved",
"instruction"
],
"properties": {
"currency": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"followUps": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"classification",
"source",
"evidence",
"owner",
"nextAction"
],
"properties": {
"owner": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"evidence": {
"type": "array",
"items": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"nextAction": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirementId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"classification": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"additionalProperties": false
}
},
"projectId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"instruction": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"milestoneId": {
"anyOf": [
{
"type": "string",
"maxLength": 200,
"minLength": 1
},
{
"type": "null"
}
]
},
"decisionOwner": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"evidenceSummary": {
"type": "object",
"required": [
"complete",
"excluded",
"outstanding"
],
"properties": {
"complete": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
"excluded": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
"outstanding": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
}
},
"additionalProperties": false
},
"paymentApproved": {
"type": "boolean",
"const": false
},
"billingComparison": {
"type": "object",
"required": [
"proposedInvoiceCents",
"priorInvoicedCents",
"remainingAuthorizationBeforeCents",
"remainingAuthorizationAfterCents",
"authorizationOverrunCents",
"reviewedCurrentInvoiceLimitCents",
"milestoneLimitOverrunCents",
"withinReviewedFinancialLimits"
],
"properties": {
"priorInvoicedCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
"proposedInvoiceCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
"authorizationOverrunCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
"milestoneLimitOverrunCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
},
"withinReviewedFinancialLimits": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
]
},
"remainingAuthorizationAfterCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
"reviewedCurrentInvoiceLimitCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
},
"remainingAuthorizationBeforeCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
}
},
"additionalProperties": false
},
"reviewedExclusions": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"classification",
"source",
"evidence",
"owner",
"nextAction"
],
"properties": {
"owner": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"evidence": {
"type": "array",
"items": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"nextAction": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirementId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"classification": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"additionalProperties": false
}
}
},
"additionalProperties": false
},
"schemaVersion": {
"type": "string",
"const": "bluebear.energy.invoice.v1"
},
"remainingCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
"authorizedCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
"financialContext": {
"type": "object",
"required": [
"invoiceDirection",
"milestoneId",
"source",
"confirmed",
"unsupportedAdjustments"
],
"properties": {
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"reviewer": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"confirmed": {
"type": "boolean"
},
"milestoneId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"invoiceDirection": {
"enum": [
"contractor_to_customer",
"supplier_to_contractor"
],
"type": "string"
},
"unsupportedAdjustments": {
"type": "array",
"items": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"default": [],
"maxItems": 50
},
"currentInvoiceLimitCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
}
},
"additionalProperties": false
},
"financialScopeConfirmed": {
"type": "boolean"
}
},
"additionalProperties": false
},
"output_payload_location": "JSON.parse(hostedResult.output[0].text)"
},
{
"name": "review_invoice_documents",
"scope": "Review partial invoice extraction using existing document readers. Omit or use null for unknown facts. Missing evidence returns needs_confirmation and null readiness; no assumed zero amounts, acceptance or balances. A completed review consumes one check.",
"input_schema": {
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"request_id",
"arguments"
],
"properties": {
"arguments": {
"type": "object",
"required": [
"review"
],
"properties": {
"review": {
"type": "object",
"required": [
"invoice",
"documents",
"citations",
"confirmation"
],
"properties": {
"invoice": {
"type": "object",
"properties": {
"currency": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{3}$"
},
{
"type": "null"
}
]
},
"projectId": {
"anyOf": [
{
"type": "string",
"maxLength": 200,
"minLength": 1
},
{
"type": "null"
}
]
},
"workAccepted": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
]
},
"invoicedCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
},
"closeoutPacket": {
"anyOf": [
{
"type": "object",
"required": [
"projectId",
"requirements",
"documents"
],
"properties": {
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"evidence",
"status"
],
"properties": {
"status": {
"enum": [
"accepted",
"pending",
"rejected",
"superseded"
],
"type": "string"
},
"evidence": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirementId": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"maxItems": 1000
},
"milestone": {
"type": "object",
"required": [
"id",
"requirementsRevision",
"confirmed"
],
"properties": {
"id": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"reviewer": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"confirmed": {
"type": "boolean"
},
"requirementsRevision": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"projectId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirements": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"label",
"owner",
"source"
],
"properties": {
"id": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"label": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"owner": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"applicability": {
"enum": [
"applicable",
"not_applicable",
"unknown"
],
"type": "string"
},
"applicabilityReason": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"maxItems": 200,
"minItems": 1
}
}
},
{
"type": "null"
}
]
},
"financialContext": {
"type": "object",
"required": [
"invoiceDirection",
"milestoneId",
"source",
"confirmed"
],
"properties": {
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"reviewer": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"confirmed": {
"type": "boolean"
},
"milestoneId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"invoiceDirection": {
"enum": [
"contractor_to_customer",
"supplier_to_contractor"
],
"type": "string"
},
"unsupportedAdjustments": {
"type": "array",
"items": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"default": [],
"maxItems": 50
},
"currentInvoiceLimitCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
}
},
"additionalProperties": false
},
"purchaseOrderCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
},
"proposedInvoiceCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
},
"approvedChangeOrderCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
}
}
},
"citations": {
"type": "array",
"items": {
"type": "object",
"required": [
"field",
"documentId",
"quote"
],
"properties": {
"field": {
"enum": [
"projectId",
"currency",
"purchaseOrderCents",
"approvedChangeOrderCents",
"invoicedCents",
"proposedInvoiceCents",
"workAccepted"
],
"type": "string"
},
"quote": {
"type": "string",
"maxLength": 1000,
"minLength": 1
},
"documentId": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"maxItems": 100
},
"documents": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"source",
"text"
],
"properties": {
"id": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"text": {
"type": "string",
"maxLength": 32000,
"minLength": 1
},
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
}
},
"maxItems": 20,
"minItems": 1
},
"confirmation": {
"type": "object",
"required": [
"confirmed"
],
"properties": {
"reviewer": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"confirmed": {
"type": "boolean"
}
}
},
"unresolvedFields": {
"type": "array",
"items": {
"enum": [
"projectId",
"currency",
"purchaseOrderCents",
"approvedChangeOrderCents",
"invoicedCents",
"proposedInvoiceCents",
"workAccepted"
],
"type": "string"
},
"default": [],
"maxItems": 7
}
}
}
}
},
"request_id": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
}
}
},
"output_payload_schema": {
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"reviewHandoff"
],
"properties": {
"reviewHandoff": {
"type": "object",
"required": [
"status",
"extractionConfirmed",
"paymentApproved",
"financialReview",
"evidenceRequestDraft",
"instruction"
],
"properties": {
"status": {
"enum": [
"blocked",
"needs_confirmation",
"ready_for_finance_review"
],
"type": "string"
},
"instruction": {
"type": "string"
},
"financialReview": {
"anyOf": [
{
"type": "object",
"required": [
"projectId",
"milestoneId",
"currency",
"billingComparison",
"evidenceSummary",
"followUps",
"reviewedExclusions",
"decisionOwner",
"paymentApproved",
"instruction"
],
"properties": {
"currency": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"followUps": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"classification",
"source",
"evidence",
"owner",
"nextAction"
],
"properties": {
"owner": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"evidence": {
"type": "array",
"items": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"nextAction": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirementId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"classification": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"additionalProperties": false
}
},
"projectId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"instruction": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"milestoneId": {
"anyOf": [
{
"type": "string",
"maxLength": 200,
"minLength": 1
},
{
"type": "null"
}
]
},
"decisionOwner": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"evidenceSummary": {
"type": "object",
"required": [
"complete",
"excluded",
"outstanding"
],
"properties": {
"complete": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
"excluded": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
"outstanding": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
}
},
"additionalProperties": false
},
"paymentApproved": {
"type": "boolean",
"const": false
},
"billingComparison": {
"type": "object",
"required": [
"proposedInvoiceCents",
"priorInvoicedCents",
"remainingAuthorizationBeforeCents",
"remainingAuthorizationAfterCents",
"authorizationOverrunCents",
"reviewedCurrentInvoiceLimitCents",
"milestoneLimitOverrunCents",
"withinReviewedFinancialLimits"
],
"properties": {
"priorInvoicedCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
"proposedInvoiceCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
"authorizationOverrunCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
"milestoneLimitOverrunCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
},
"withinReviewedFinancialLimits": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
]
},
"remainingAuthorizationAfterCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
},
"reviewedCurrentInvoiceLimitCents": {
"anyOf": [
{
"type": "integer",
"maximum": 9007199254740991,
"minimum": 0
},
{
"type": "null"
}
]
},
"remainingAuthorizationBeforeCents": {
"type": "integer",
"maximum": 9007199254740991,
"minimum": -9007199254740991
}
},
"additionalProperties": false
},
"reviewedExclusions": {
"type": "array",
"items": {
"type": "object",
"required": [
"requirementId",
"classification",
"source",
"evidence",
"owner",
"nextAction"
],
"properties": {
"owner": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"source": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"evidence": {
"type": "array",
"items": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"nextAction": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"requirementId": {
"type": "string",
"maxLength": 200,
"minLength": 1
},
"classification": {
"type": "string",
"maxLength": 200,
"minLength": 1
}
},
"additionalProperties": false
}
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"paymentApproved": {
"type": "boolean",
"const": false
},
"extractionConfirmed": {
"type": "boolean"
},
"evidenceRequestDraft": {
"type": "array",
"items": {
"type": "object",
"required": [
"recipientRole",
"subject",
"body"
],
"properties": {
"body": {
"type": "string"
},
"subject": {
"type": "string"
},
"recipientRole": {
"type": "string"
}
},
"additionalProperties": false
}
}
},
"additionalProperties": false
}
},
"additionalProperties": {}
}
}
]Example requests and responses
[
{
"tool": "check_project_packet",
"request": {
"arguments": {
"packet": {
"documents": [],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"requirements": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
]
}
},
"request_id": "00000000-0000-4000-8000-000000000001"
},
"evidence_type": "synthetic",
"response_payload": {
"scope": "Completeness against customer-supplied requirements only; no permit, utility, engineering, or eligibility approval.",
"checks": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"status": "missing",
"evidence": [],
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"status": "not_applicable",
"evidence": [],
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
],
"status": "needs_review",
"actions": [
{
"owner": "Interconnection coordinator",
"action": "Collect Utility authorization notice",
"source": "Fictional contract v2 section 8.1",
"requirementId": "utility-notice"
}
],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"schemaVersion": "bluebear.energy.packet.v1"
}
},
{
"tool": "check_invoice_readiness",
"request": {
"arguments": {
"invoice": {
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"workAccepted": true,
"invoicedCents": 0,
"closeoutPacket": {
"documents": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"requirements": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
]
},
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"currentInvoiceLimitCents": 1000000
},
"purchaseOrderCents": 10000000,
"proposedInvoiceCents": 2000000,
"approvedChangeOrderCents": 0
}
},
"request_id": "00000000-0000-4000-8000-000000000002"
},
"evidence_type": "synthetic",
"response_payload": {
"scope": "Read-only checks of supplied authorization, customer-approved milestone evidence and reviewer-confirmed net billing limit. Does not calculate retainage, stored materials or AIA pay applications, verify accounting records, approve payment or issue invoices. Supplier invoices are outside supported financial scope.",
"packet": {
"scope": "Completeness against customer-supplied requirements only; no permit, utility, engineering, or eligibility approval.",
"checks": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"status": "complete",
"evidence": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"status": "not_applicable",
"evidence": [],
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
],
"status": "packet_complete",
"actions": [],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"schemaVersion": "bluebear.energy.packet.v1"
},
"status": "blocked",
"blockers": [
"Proposed invoice exceeds current milestone net billing limit"
],
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"exceptions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
},
{
"owner": "Finance reviewer",
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"evidence": [],
"nextAction": "Proposed invoice exceeds current milestone net billing limit",
"requirementId": "invoice",
"classification": "blocked"
}
],
"confirmations": [],
"reviewHandoff": {
"currency": "USD",
"followUps": [
{
"owner": "Finance reviewer",
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"evidence": [],
"nextAction": "Proposed invoice exceeds current milestone net billing limit",
"requirementId": "invoice",
"classification": "blocked"
}
],
"projectId": "synthetic-solar-closeout",
"instruction": "Verify the cited records and resolve the listed exceptions before deciding whether to submit. Financial headroom alone does not establish work acceptance or invoice approval.",
"milestoneId": "commercial-operation",
"decisionOwner": "Accountable finance reviewer",
"evidenceSummary": {
"complete": 1,
"excluded": 1,
"outstanding": 0
},
"paymentApproved": false,
"billingComparison": {
"priorInvoicedCents": 0,
"proposedInvoiceCents": 2000000,
"authorizationOverrunCents": 0,
"milestoneLimitOverrunCents": 1000000,
"withinReviewedFinancialLimits": false,
"remainingAuthorizationAfterCents": 8000000,
"reviewedCurrentInvoiceLimitCents": 1000000,
"remainingAuthorizationBeforeCents": 10000000
},
"reviewedExclusions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
}
]
},
"schemaVersion": "bluebear.energy.invoice.v1",
"remainingCents": 10000000,
"authorizedCents": 10000000,
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"unsupportedAdjustments": [],
"currentInvoiceLimitCents": 1000000
},
"financialScopeConfirmed": true
}
},
{
"tool": "check_invoice_readiness",
"request": {
"arguments": {
"invoice": {
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"workAccepted": true,
"invoicedCents": 0,
"closeoutPacket": {
"documents": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"requirements": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
]
},
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"currentInvoiceLimitCents": null
},
"purchaseOrderCents": 10000000,
"proposedInvoiceCents": 1000000,
"approvedChangeOrderCents": 0
}
},
"request_id": "00000000-0000-4000-8000-000000000003"
},
"evidence_type": "synthetic",
"response_payload": {
"scope": "Read-only checks of supplied authorization, customer-approved milestone evidence and reviewer-confirmed net billing limit. Does not calculate retainage, stored materials or AIA pay applications, verify accounting records, approve payment or issue invoices. Supplier invoices are outside supported financial scope.",
"packet": {
"scope": "Completeness against customer-supplied requirements only; no permit, utility, engineering, or eligibility approval.",
"checks": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"status": "complete",
"evidence": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"status": "not_applicable",
"evidence": [],
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
],
"status": "packet_complete",
"actions": [],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"schemaVersion": "bluebear.energy.packet.v1"
},
"status": "needs_confirmation",
"blockers": [],
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"exceptions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
},
{
"owner": "Finance reviewer",
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"evidence": [],
"nextAction": "Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient",
"requirementId": "financial-context",
"classification": "needs_confirmation"
}
],
"confirmations": [
"Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient"
],
"reviewHandoff": {
"currency": "USD",
"followUps": [
{
"owner": "Finance reviewer",
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"evidence": [],
"nextAction": "Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient",
"requirementId": "financial-context",
"classification": "needs_confirmation"
}
],
"projectId": "synthetic-solar-closeout",
"instruction": "Verify the cited records and resolve the listed exceptions before deciding whether to submit. Financial headroom alone does not establish work acceptance or invoice approval.",
"milestoneId": "commercial-operation",
"decisionOwner": "Accountable finance reviewer",
"evidenceSummary": {
"complete": 1,
"excluded": 1,
"outstanding": 0
},
"paymentApproved": false,
"billingComparison": {
"priorInvoicedCents": 0,
"proposedInvoiceCents": 1000000,
"authorizationOverrunCents": 0,
"milestoneLimitOverrunCents": null,
"withinReviewedFinancialLimits": null,
"remainingAuthorizationAfterCents": 9000000,
"reviewedCurrentInvoiceLimitCents": null,
"remainingAuthorizationBeforeCents": 10000000
},
"reviewedExclusions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
}
]
},
"schemaVersion": "bluebear.energy.invoice.v1",
"remainingCents": 10000000,
"authorizedCents": 10000000,
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"unsupportedAdjustments": [],
"currentInvoiceLimitCents": null
},
"financialScopeConfirmed": false
}
},
{
"tool": "check_invoice_readiness",
"request": {
"arguments": {
"invoice": {
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"workAccepted": true,
"invoicedCents": 0,
"closeoutPacket": {
"documents": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"requirements": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
]
},
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"currentInvoiceLimitCents": 1000000
},
"purchaseOrderCents": 10000000,
"proposedInvoiceCents": 1000000,
"approvedChangeOrderCents": 0
}
},
"request_id": "00000000-0000-4000-8000-000000000004"
},
"evidence_type": "synthetic",
"response_payload": {
"scope": "Read-only checks of supplied authorization, customer-approved milestone evidence and reviewer-confirmed net billing limit. Does not calculate retainage, stored materials or AIA pay applications, verify accounting records, approve payment or issue invoices. Supplier invoices are outside supported financial scope.",
"packet": {
"scope": "Completeness against customer-supplied requirements only; no permit, utility, engineering, or eligibility approval.",
"checks": [
{
"id": "utility-notice",
"label": "Utility authorization notice",
"owner": "Interconnection coordinator",
"source": "Fictional contract v2 section 8.1",
"status": "complete",
"evidence": [
{
"status": "accepted",
"evidence": "synthetic:reviewed-utility-notice-v2",
"requirementId": "utility-notice"
}
],
"applicability": "applicable"
},
{
"id": "final-manual",
"label": "Final O&M manual",
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"status": "not_applicable",
"evidence": [],
"applicability": "not_applicable",
"applicabilityReason": "Due at final acceptance, not commercial operation"
}
],
"status": "packet_complete",
"actions": [],
"milestone": {
"id": "commercial-operation",
"reviewer": "Synthetic project reviewer",
"confirmed": true,
"requirementsRevision": "fictional-contract-v2-section-8"
},
"projectId": "synthetic-solar-closeout",
"schemaVersion": "bluebear.energy.packet.v1"
},
"status": "ready_for_finance_review",
"blockers": [],
"currency": "USD",
"projectId": "synthetic-solar-closeout",
"exceptions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
}
],
"confirmations": [],
"reviewHandoff": {
"currency": "USD",
"followUps": [],
"projectId": "synthetic-solar-closeout",
"instruction": "Verify the cited records and resolve the listed exceptions before deciding whether to submit. Financial headroom alone does not establish work acceptance or invoice approval.",
"milestoneId": "commercial-operation",
"decisionOwner": "Accountable finance reviewer",
"evidenceSummary": {
"complete": 1,
"excluded": 1,
"outstanding": 0
},
"paymentApproved": false,
"billingComparison": {
"priorInvoicedCents": 0,
"proposedInvoiceCents": 1000000,
"authorizationOverrunCents": 0,
"milestoneLimitOverrunCents": 0,
"withinReviewedFinancialLimits": true,
"remainingAuthorizationAfterCents": 9000000,
"reviewedCurrentInvoiceLimitCents": 1000000,
"remainingAuthorizationBeforeCents": 10000000
},
"reviewedExclusions": [
{
"owner": "Closeout coordinator",
"source": "Fictional contract v2 section 9.2",
"evidence": [],
"nextAction": "Excluded for this milestone: Due at final acceptance, not commercial operation",
"requirementId": "final-manual",
"classification": "not_applicable"
}
]
},
"schemaVersion": "bluebear.energy.invoice.v1",
"remainingCents": 10000000,
"authorizedCents": 10000000,
"financialContext": {
"source": "Fictional finance-approved current net application limit, including applicable adjustments",
"reviewer": "Synthetic finance reviewer",
"confirmed": true,
"milestoneId": "commercial-operation",
"invoiceDirection": "contractor_to_customer",
"unsupportedAdjustments": [],
"currentInvoiceLimitCents": 1000000
},
"financialScopeConfirmed": true
}
},
{
"tool": "review_invoice_documents",
"request": {
"arguments": {
"review": {
"invoice": {
"currency": "USD",
"projectId": "synthetic-solar-001",
"workAccepted": true,
"invoicedCents": 8000,
"closeoutPacket": {
"documents": [
{
"status": "accepted",
"evidence": "synthetic:permit-1",
"requirementId": "permit"
}
],
"projectId": "synthetic-solar-001",
"requirements": [
{
"id": "permit",
"label": "Permit record",
"owner": "Project manager",
"source": "Synthetic customer checklist v1"
}
]
},
"purchaseOrderCents": 10000,
"proposedInvoiceCents": 4000,
"approvedChangeOrderCents": 2000
},
"citations": [
{
"field": "projectId",
"quote": "Project: synthetic-solar-001",
"documentId": "synthetic-contract"
},
{
"field": "currency",
"quote": "Currency: USD",
"documentId": "synthetic-contract"
},
{
"field": "purchaseOrderCents",
"quote": "Purchase order: $100.00",
"documentId": "synthetic-contract"
},
{
"field": "approvedChangeOrderCents",
"quote": "Approved change orders: $20.00",
"documentId": "synthetic-contract"
},
{
"field": "invoicedCents",
"quote": "Already invoiced: $80.00",
"documentId": "synthetic-contract"
},
{
"field": "proposedInvoiceCents",
"quote": "Proposed invoice: $40.00",
"documentId": "synthetic-contract"
},
{
"field": "workAccepted",
"quote": "Work acceptance: confirmed by Test coordinator",
"documentId": "synthetic-contract"
}
],
"documents": [
{
"id": "synthetic-contract",
"text": "Project: synthetic-solar-001\nCurrency: USD\nPurchase order: $100.00\nApproved change orders: $20.00\nAlready invoiced: $80.00\nProposed invoice: $40.00\nWork acceptance: confirmed by Test coordinator",
"source": "Synthetic contractor record; not a customer document"
}
],
"confirmation": {
"reviewer": "Synthetic Test coordinator",
"confirmed": true
},
"unresolvedFields": []
}
},
"request_id": "c6644f71-af7b-4627-978e-dd75b83ed299"
},
"expected": {
"scope": "Synthetic excerpts and caller-supplied confirmation; not an independently authenticated customer review.",
"status": "ready_for_finance_review"
},
"response_payload": {
"scope": "Checks supplied source excerpts, citation presence and invoice readiness. Exact quotes do not prove extracted values, authenticity or accounting balances. A caller-supplied confirmation is not independently verified identity. Uses no OCR, external connection or invoice submission.",
"status": "needs_confirmation",
"sources": [
{
"id": "synthetic-contract",
"sha256": "f7e4a76d27b0088f2456ffff59a9ff326346ec4064597ca0c65f77b5fc5fd404",
"source": "Synthetic contractor record; not a customer document"
}
],
"citations": [
{
"field": "projectId",
"quote": "Project: synthetic-solar-001",
"documentId": "synthetic-contract"
},
{
"field": "currency",
"quote": "Currency: USD",
"documentId": "synthetic-contract"
},
{
"field": "purchaseOrderCents",
"quote": "Purchase order: $100.00",
"documentId": "synthetic-contract"
},
{
"field": "approvedChangeOrderCents",
"quote": "Approved change orders: $20.00",
"documentId": "synthetic-contract"
},
{
"field": "invoicedCents",
"quote": "Already invoiced: $80.00",
"documentId": "synthetic-contract"
},
{
"field": "proposedInvoiceCents",
"quote": "Proposed invoice: $40.00",
"documentId": "synthetic-contract"
},
{
"field": "workAccepted",
"quote": "Work acceptance: confirmed by Test coordinator",
"documentId": "synthetic-contract"
}
],
"followUps": [
"Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient",
"Confirm at least one requirement applies to the selected milestone"
],
"nextSteps": [
"Add the requested supporting documents in your existing agent chat; read them using its existing authorized document tools.",
"Update only evidence-supported fields and exact source citations; keep other facts omitted or null. Review existing packet actions for missing, pending or rejected checklist evidence.",
"Ask an accountable reviewer to confirm the extracted facts before setting confirmation.confirmed=true. For financial readiness, also confirm milestone applicability and financialContext with a source-backed current net billing limit after applicable adjustments.",
"For hosted reviews, changed evidence or confirmation requires a new request_id and consumes another completed check. Reuse the same request_id and identical arguments only to replay an unchanged check."
],
"projectId": "synthetic-solar-001",
"readiness": {
"scope": "Read-only checks of supplied authorization, customer-approved milestone evidence and reviewer-confirmed net billing limit. Does not calculate retainage, stored materials or AIA pay applications, verify accounting records, approve payment or issue invoices. Supplier invoices are outside supported financial scope.",
"packet": {
"scope": "Completeness against customer-supplied requirements only; no permit, utility, engineering, or eligibility approval.",
"checks": [
{
"id": "permit",
"label": "Permit record",
"owner": "Project manager",
"source": "Synthetic customer checklist v1",
"status": "complete",
"evidence": [
{
"status": "accepted",
"evidence": "synthetic:permit-1",
"requirementId": "permit"
}
]
}
],
"status": "packet_complete",
"actions": [],
"projectId": "synthetic-solar-001",
"schemaVersion": "bluebear.energy.packet.v1"
},
"status": "needs_confirmation",
"blockers": [],
"currency": "USD",
"projectId": "synthetic-solar-001",
"exceptions": [
{
"owner": "Finance reviewer",
"source": "No reviewed milestone billing source supplied",
"evidence": [],
"nextAction": "Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient",
"requirementId": "financial-context",
"classification": "needs_confirmation"
},
{
"owner": "Finance reviewer",
"source": "No reviewed milestone billing source supplied",
"evidence": [],
"nextAction": "Confirm at least one requirement applies to the selected milestone",
"requirementId": "financial-context",
"classification": "needs_confirmation"
}
],
"confirmations": [
"Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient",
"Confirm at least one requirement applies to the selected milestone"
],
"reviewHandoff": {
"currency": "USD",
"followUps": [
{
"owner": "Finance reviewer",
"source": "No reviewed milestone billing source supplied",
"evidence": [],
"nextAction": "Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient",
"requirementId": "financial-context",
"classification": "needs_confirmation"
},
{
"owner": "Finance reviewer",
"source": "No reviewed milestone billing source supplied",
"evidence": [],
"nextAction": "Confirm at least one requirement applies to the selected milestone",
"requirementId": "financial-context",
"classification": "needs_confirmation"
}
],
"projectId": "synthetic-solar-001",
"instruction": "Verify the cited records and resolve the listed exceptions before deciding whether to submit. Financial headroom alone does not establish work acceptance or invoice approval.",
"milestoneId": null,
"decisionOwner": "Accountable finance reviewer",
"evidenceSummary": {
"complete": 1,
"excluded": 0,
"outstanding": 0
},
"paymentApproved": false,
"billingComparison": {
"priorInvoicedCents": 8000,
"proposedInvoiceCents": 4000,
"authorizationOverrunCents": 0,
"milestoneLimitOverrunCents": null,
"withinReviewedFinancialLimits": null,
"remainingAuthorizationAfterCents": 0,
"reviewedCurrentInvoiceLimitCents": null,
"remainingAuthorizationBeforeCents": 4000
},
"reviewedExclusions": []
},
"schemaVersion": "bluebear.energy.invoice.v1",
"remainingCents": 4000,
"authorizedCents": 12000,
"financialScopeConfirmed": false
},
"confirmation": {
"reviewer": "Synthetic Test coordinator",
"confirmed": true
},
"reviewHandoff": {
"status": "needs_confirmation",
"instruction": "Drafts only: review recipients and content before sharing through your existing tools. Do not treat unconfirmed extraction as verified financial facts.",
"financialReview": {
"currency": "USD",
"followUps": [
{
"owner": "Finance reviewer",
"source": "No reviewed milestone billing source supplied",
"evidence": [],
"nextAction": "Confirm the milestone, requirement applicability and net amount currently billable with an accountable finance reviewer; total remaining authorization alone is insufficient",
"requirementId": "financial-context",
"classification": "needs_confirmation"
},
{
"owner": "Finance reviewer",
"source": "No reviewed milestone billing source supplied",
"evidence": [],
"nextAction": "Confirm at least one requirement applies to the selected milestone",
"requirementId": "financial-context",
"classification": "needs_confirmation"
}
],
"projectId": "synthetic-solar-001",
"instruction": "Verify the cited records and resolve the listed exceptions before deciding whether to submit. Financial headroom alone does not establish work acceptance or invoice approval.",
"milestoneId": null,
"decisionOwner": "Accountable finance reviewer",
"evidenceSummary": {
"complete": 1,
"excluded": 0,
"outstanding": 0
},
"paymentApproved": false,
"billingComparison": {
"priorInvoicedCents": 8000,
"proposedInvoiceCents": 4000,
"authorizationOverrunCents": 0,
"milestoneLimitOverrunCents": null,
"withinReviewedFinancialLimits": null,
"remainingAuthorizationAfterCents": 0,
"reviewedCurrentInvoiceLimitCents": null,
"remainingAuthorizationBeforeCents": 4000
},
"reviewedExclusions": []
},
"paymentApproved": false,
"extractionConfirmed": true,
"evidenceRequestDraft": []
},
"schemaVersion": "bluebear.energy.document-review.v1",
"missingEvidence": [],
"evidenceRequests": [],
"unresolvedFields": []
}
}
]Compatibility and test evidence
{
"note": "Standalone stdio evidence does not certify hosted support in the same client.",
"hosted": {
"codex": "Codex native app-server (gpt-6.1-sol): authenticated hosted 0.5.0 workflow passed on 2026-10-26.",
"claude_code": "Claude Code 2.1.301 (claude-opus-5-5): authenticated hosted 0.5.0 workflow passed on 2026-10-26; portable environment-variable registration passed a non-consuming status check.",
"other_clients": "Require authenticated Streamable HTTP MCP support; not verified by this guest acceptance test",
"file_only_chat": "Can read instructions and prepare inputs; cannot execute the MCP without a connected tool client"
},
"tested": [
{
"target": "MCP SDK client",
"coverage": "discovery, annotations, valid call, invalid input rejection",
"transport": "in-memory"
},
{
"target": "Node stdio process with MCP SDK client",
"coverage": "compiled distribution handshake, discovery and execution",
"transport": "stdio"
},
{
"model": "claude-opus-5-5",
"scope": "Historical native-client evidence; new milestone behavior has protocol regression coverage, not a fresh model-client run.",
"target": "Claude Code 2.1.301 on Windows",
"coverage": "Project skill discovery/explicit invocation and five asserted native MCP calls",
"evidence": "evaluations/clients/2026-10-16.json",
"transport": "stdio",
"tested_source_revision": "7107ecb2ea705861dc1155b53cb5e776a723a28b"
},
{
"model": "gpt-6.1-sol",
"scope": "Historical native-client evidence; new milestone behavior has protocol regression coverage, not a fresh model-client run.",
"target": "Codex 0.162.1 native app-server on Windows",
"coverage": "Native skill discovery/attachment and five asserted native MCP calls under read-only policy",
"evidence": "evaluations/clients/2026-10-16.json",
"transport": "stdio",
"tested_source_revision": "7107ecb2ea705861dc1155b53cb5e776a723a28b"
},
{
"model": "gpt-6.1-sol",
"scope": "Historical native-client evidence; new milestone behavior has protocol regression coverage, not a fresh model-client run.",
"target": "Codex CLI 0.162.1 on Windows",
"coverage": "Five asserted native MCP calls with skill text and fixtures supplied inline; file-based shell reads were blocked by local policy",
"evidence": "evaluations/clients/2026-10-16.json",
"transport": "stdio",
"tested_source_revision": "7107ecb2ea705861dc1155b53cb5e776a723a28b"
},
{
"model": "claude-opus-5-5",
"target": "Claude Code 2.1.301 on Windows",
"coverage": "Four published milestone stages, document review, unchanged replay, invalid milestone rejection, exact usage accounting; portable environment-variable header registration verified with subscription_status.",
"evidence": "evaluations/clients/2026-10-26-claude-hosted.json",
"transport": "authenticated Streamable HTTP",
"tested_listing_version": "0.5.0",
"tested_source_revision": "a2972e835c38ef27e0a93315fa9c49a5b426dfb6"
}
],
"targets": [
{
"name": "Claude apps and agents",
"path": "Claude Code CLI tested; Claude Desktop/web remain untested",
"status": "partially_tested"
},
{
"name": "Codex",
"path": "Codex native app-server skill attachment and CLI inline-input MCP flow tested; full desktop/IDE UI flows remain untested",
"status": "partially_tested"
},
{
"name": "Gemini apps and agents",
"path": "Test the specific client's MCP or tool adapter",
"status": "not_tested"
},
{
"name": "Grok apps and agents",
"path": "Test the specific client's tool integration; file-only chat has no automatic MCP execution",
"status": "not_tested"
},
{
"name": "OpenRouter-backed agents",
"path": "Test the consuming agent runtime, model's structured tool support and MCP bridge",
"status": "not_tested"
},
{
"name": "Hugging Face-backed agents",
"path": "Test the consuming agent runtime and MCP/tool bridge",
"status": "not_tested"
},
{
"name": "Meta/Llama-backed agents and chats",
"path": "Test the specific host's tool support and bridge; model family alone does not establish compatibility",
"status": "not_tested"
}
],
"fileOnlyMode": "Skill instructions and synthetic examples can be supplied as readable files. A chat without executable tool support must not claim to have run the readiness MCP.",
"schemaVersion": "bluebear.energy.compatibility.v1",
"document_review": {
"development": "Authenticated Streamable HTTP MCP SDK acceptance passed on 2026-10-22: nested schema, confirmed and unconfirmed reviews, fabricated quote rejection and metered retry replay.",
"production_codex": "Pending acceptance after the separately approved hosted runtime rollout; earlier client evidence does not certify this added tool."
},
"certificationGate": "Record client/runtime version, model, transport, exact product revision, successful tool discovery, representative valid and invalid calls, and output assertions before marking that target tested.",
"milestone_release": "Hosted 0.5.0 synthetic workflow verified in fresh Claude Code and Codex sessions on 2026-10-26. Each used five completed checks; unchanged replay and invalid input were not charged. Metadata 0.5.1 preserves that runtime.",
"review_handoff_release": "New 0.6.0 handoff behavior requires matching hosted runtime and fresh acceptance. Historical 0.5.0 client tests do not certify this added output."
}Evaluation evidence
{
"type": "synthetic",
"reproduce": "bun scripts/buyer-demo.ts --check",
"document_review": {
"type": "synthetic",
"fixture_path": "data/document-review.json",
"source_revision": "5d39e7a203c198a027a71434333ab1da2c40e0f1",
"extraction_included": false,
"confirmation_identity_verified": false
},
"solar_benchmark": {
"dirty": false,
"metrics": {
"cases": 23,
"cleanCases": 4,
"passedCases": 23,
"actionableCases": 19,
"falseAlarmCases": 0,
"falseIssueCount": 0,
"ruleExecutionMs": 6.881599999999963,
"missedIssueCount": 0,
"expectedIssueCount": 21,
"missedActionableCases": 0
},
"results": [
{
"id": "within-authorization",
"passed": true,
"falseIssues": [],
"actualIssues": [],
"actualStatus": "ready_for_finance_review",
"missedIssues": [],
"expectedIssues": [],
"expectedStatus": "ready_for_finance_review"
},
{
"id": "exact-remaining-boundary",
"passed": true,
"falseIssues": [],
"actualIssues": [],
"actualStatus": "ready_for_finance_review",
"missedIssues": [],
"expectedIssues": [],
"expectedStatus": "ready_for_finance_review"
},
{
"id": "approved-change-used",
"passed": true,
"falseIssues": [],
"actualIssues": [],
"actualStatus": "ready_for_finance_review",
"missedIssues": [],
"expectedIssues": [],
"expectedStatus": "ready_for_finance_review"
},
{
"id": "one-cent-overrun",
"passed": true,
"falseIssues": [],
"actualIssues": [
"authorization_overrun"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"authorization_overrun"
],
"expectedStatus": "blocked"
},
{
"id": "prior-billing-exhausted",
"passed": true,
"falseIssues": [],
"actualIssues": [
"authorization_overrun"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"authorization_overrun"
],
"expectedStatus": "blocked"
},
{
"id": "work-not-accepted",
"passed": true,
"falseIssues": [],
"actualIssues": [
"work_not_accepted"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"work_not_accepted"
],
"expectedStatus": "blocked"
},
{
"id": "zero-invoice",
"passed": true,
"falseIssues": [],
"actualIssues": [
"zero_invoice"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"zero_invoice"
],
"expectedStatus": "blocked"
},
{
"id": "missing-acceptance-document",
"passed": true,
"falseIssues": [],
"actualIssues": [
"closeout_incomplete"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"closeout_incomplete"
],
"expectedStatus": "blocked"
},
{
"id": "rejected-duplicate",
"passed": true,
"falseIssues": [],
"actualIssues": [
"closeout_incomplete"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"closeout_incomplete"
],
"expectedStatus": "blocked"
},
{
"id": "pending-acceptance-document",
"passed": true,
"falseIssues": [],
"actualIssues": [
"closeout_incomplete"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"closeout_incomplete"
],
"expectedStatus": "blocked"
},
{
"id": "unknown-prior-billing",
"passed": true,
"falseIssues": [],
"actualIssues": [
"missing_invoicedCents"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"missing_invoicedCents"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "unknown-change-authorization",
"passed": true,
"falseIssues": [],
"actualIssues": [
"missing_approvedChangeOrderCents"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"missing_approvedChangeOrderCents"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "uncited-amount",
"passed": true,
"falseIssues": [],
"actualIssues": [
"uncited_proposedInvoiceCents"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"uncited_proposedInvoiceCents"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "reviewer-not-confirmed",
"passed": true,
"falseIssues": [],
"actualIssues": [
"confirmation_required"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"confirmation_required"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "combined-overrun-and-acceptance",
"passed": true,
"falseIssues": [],
"actualIssues": [
"authorization_overrun",
"work_not_accepted"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"authorization_overrun",
"work_not_accepted"
],
"expectedStatus": "blocked"
},
{
"id": "milestone-limit-below-total",
"passed": true,
"falseIssues": [],
"actualIssues": [
"milestone_overrun"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"milestone_overrun"
],
"expectedStatus": "blocked"
},
{
"id": "unknown-net-limit",
"passed": true,
"falseIssues": [],
"actualIssues": [
"financial_context_unconfirmed"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"financial_context_unconfirmed"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "legacy-financial-context-absent",
"passed": true,
"falseIssues": [],
"actualIssues": [
"financial_context_unconfirmed"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"financial_context_unconfirmed"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "supplier-direction-unsupported",
"passed": true,
"falseIssues": [],
"actualIssues": [
"financial_context_unconfirmed"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"financial_context_unconfirmed"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "retention-unreconciled",
"passed": true,
"falseIssues": [],
"actualIssues": [
"financial_context_unconfirmed"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"financial_context_unconfirmed"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "final-manual-not-yet-due",
"passed": true,
"falseIssues": [],
"actualIssues": [],
"actualStatus": "ready_for_finance_review",
"missedIssues": [],
"expectedIssues": [],
"expectedStatus": "ready_for_finance_review"
},
{
"id": "unknown-stage-applicability",
"passed": true,
"falseIssues": [],
"actualIssues": [
"closeout_incomplete",
"financial_context_unconfirmed"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"closeout_incomplete",
"financial_context_unconfirmed"
],
"expectedStatus": "blocked"
},
{
"id": "superseded-acceptance",
"passed": true,
"falseIssues": [],
"actualIssues": [
"closeout_incomplete"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"closeout_incomplete"
],
"expectedStatus": "blocked"
}
],
"summary": "Synthetic evaluation: 23 of 23 author-labeled cases passed. Four clean cases and nineteen cases requiring a block or confirmation. Customer savings, raw document extraction and hosted runtime parity are unmeasured.",
"revision": "65f53e9f7e7b2f4823d6ee4b36c41711e654b7de",
"reproduce": "npm run evaluate",
"source_pr": 18,
"synthetic": true,
"suiteSha256": "8b9a984c1645e5d0d2518366708b1e8b043a630e7ccaccdeafe6ad95404c7dbb",
"targetSha256": "235288b8815731537bc0f8a4029304cdf9a7ca2aeeff25531750fd3b289a9511",
"schemaVersion": "bluebear.energy.solar-benchmark-report.v1",
"source_repository": "Bluebear-ai/bluebear-energy-products",
"commercialEvidence": {
"moneySaved": "not_measured",
"reviewTimeSavings": "not_measured",
"hostedRuntimeParity": "not_tested_by_this_benchmark",
"rawDocumentExtraction": "not_tested"
},
"independentEvaluation": false
},
"walkthrough_path": "docs/solar-contractor-buyer-workflow.md",
"real_customer_review": false,
"customer_roi_measured": false,
"solar_benchmark_history": [
{
"dirty": false,
"metrics": {
"cases": 15,
"cleanCases": 3,
"passedCases": 15,
"actionableCases": 12,
"falseAlarmCases": 0,
"falseIssueCount": 0,
"ruleExecutionMs": 4.46410000000003,
"missedIssueCount": 0,
"expectedIssueCount": 13,
"missedActionableCases": 0
},
"results": [
{
"id": "within-authorization",
"passed": true,
"falseIssues": [],
"actualIssues": [],
"actualStatus": "ready_for_finance_review",
"missedIssues": [],
"expectedIssues": [],
"expectedStatus": "ready_for_finance_review"
},
{
"id": "exact-remaining-boundary",
"passed": true,
"falseIssues": [],
"actualIssues": [],
"actualStatus": "ready_for_finance_review",
"missedIssues": [],
"expectedIssues": [],
"expectedStatus": "ready_for_finance_review"
},
{
"id": "approved-change-used",
"passed": true,
"falseIssues": [],
"actualIssues": [],
"actualStatus": "ready_for_finance_review",
"missedIssues": [],
"expectedIssues": [],
"expectedStatus": "ready_for_finance_review"
},
{
"id": "one-cent-overrun",
"passed": true,
"falseIssues": [],
"actualIssues": [
"authorization_overrun"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"authorization_overrun"
],
"expectedStatus": "blocked"
},
{
"id": "prior-billing-exhausted",
"passed": true,
"falseIssues": [],
"actualIssues": [
"authorization_overrun"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"authorization_overrun"
],
"expectedStatus": "blocked"
},
{
"id": "work-not-accepted",
"passed": true,
"falseIssues": [],
"actualIssues": [
"work_not_accepted"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"work_not_accepted"
],
"expectedStatus": "blocked"
},
{
"id": "zero-invoice",
"passed": true,
"falseIssues": [],
"actualIssues": [
"zero_invoice"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"zero_invoice"
],
"expectedStatus": "blocked"
},
{
"id": "missing-acceptance-document",
"passed": true,
"falseIssues": [],
"actualIssues": [
"closeout_incomplete"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"closeout_incomplete"
],
"expectedStatus": "blocked"
},
{
"id": "rejected-duplicate",
"passed": true,
"falseIssues": [],
"actualIssues": [
"closeout_incomplete"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"closeout_incomplete"
],
"expectedStatus": "blocked"
},
{
"id": "pending-acceptance-document",
"passed": true,
"falseIssues": [],
"actualIssues": [
"closeout_incomplete"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"closeout_incomplete"
],
"expectedStatus": "blocked"
},
{
"id": "unknown-prior-billing",
"passed": true,
"falseIssues": [],
"actualIssues": [
"missing_invoicedCents"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"missing_invoicedCents"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "unknown-change-authorization",
"passed": true,
"falseIssues": [],
"actualIssues": [
"missing_approvedChangeOrderCents"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"missing_approvedChangeOrderCents"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "uncited-amount",
"passed": true,
"falseIssues": [],
"actualIssues": [
"uncited_proposedInvoiceCents"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"uncited_proposedInvoiceCents"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "reviewer-not-confirmed",
"passed": true,
"falseIssues": [],
"actualIssues": [
"confirmation_required"
],
"actualStatus": "needs_confirmation",
"missedIssues": [],
"expectedIssues": [
"confirmation_required"
],
"expectedStatus": "needs_confirmation"
},
{
"id": "combined-overrun-and-acceptance",
"passed": true,
"falseIssues": [],
"actualIssues": [
"authorization_overrun",
"work_not_accepted"
],
"actualStatus": "blocked",
"missedIssues": [],
"expectedIssues": [
"authorization_overrun",
"work_not_accepted"
],
"expectedStatus": "blocked"
}
],
"summary": "Synthetic evaluation: 15 of 15 cases passed, with 13 expected findings, zero missed findings and zero false alarms across three clean cases. Author-built structured-evidence regression tests; customer savings, PDF extraction and hosted parity are not measured by this benchmark.",
"revision": "35bae87fb6721521a2bd5564e96e3caab6c3b8b9",
"reproduce": "npm run evaluate",
"source_pr": 16,
"synthetic": true,
"suiteSha256": "8b57fc6314bd5d5636103cdb03860f0b7e1613701fd2801a44cccf773061fcf9",
"targetSha256": "8b65c150cef5c491f25d0d1867e1323d7356ae0aed154bbd043c49d34d77290f",
"schemaVersion": "bluebear.energy.solar-benchmark-report.v1",
"source_repository": "Bluebear-ai/bluebear-energy-products",
"commercialEvidence": {
"moneySaved": "not_measured",
"reviewTimeSavings": "not_measured",
"hostedRuntimeParity": "not_tested_by_this_benchmark",
"rawDocumentExtraction": "not_tested"
},
"independentEvaluation": false
}
],
"hosted_client_acceptance": {
"date": "2026-10-26",
"type": "synthetic",
"clients": [
"Claude Code 2.1.301",
"Codex native app-server"
],
"source_revision": "a2972e835c38ef27e0a93315fa9c49a5b426dfb6",
"tested_listing_version": "0.5.0",
"production_customer_savings_measured": false
},
"exact_inputs_outputs_path": "docs/solar-contractor-demo.json",
"incomplete_invoice_review": {
"local_test": "Real consulting invoice: document handling only; not an energy-sector validation.",
"source_revision": "d197d2cbdf7cc4131201635d5ea7cdc24fa2f8b6",
"hosted_acceptance": "Pending release acceptance.",
"ready_when_missing": false,
"missing_values_supported": true
},
"external_accounting_integration": false
}Usage limits
{
"free_checks": 10,
"paid_checks": 100,
"automatic_overage": false
}Version history
[
{
"change": "Published title correction",
"version": "0.3.3"
},
{
"change": "Public schemas, synthetic examples and compatibility evidence; commercial and runtime bindings unchanged",
"version": "0.3.4"
},
{
"change": "Add source-linked invoice review in a separately frozen creator runtime; preserve the existing commercial product, price, subscription and usage history.",
"version": "0.4.0"
},
{
"change": "Add explorable synthetic solar sample to the current document-review offering; preserve all four tools, schemas, runtime binding, pricing and buyer access.",
"version": "0.4.1"
},
{
"change": "Accept incomplete invoice extraction and identify missing evidence without inventing reconciliation facts. Preserve commercial identity, subscriptions, price and usage history.",
"version": "0.4.2"
},
{
"change": "Add creator-owned synthetic solar benchmark evidence; preserve tools, schemas, installation, runtime binding, pricing and buyer access.",
"version": "0.4.3"
},
{
"change": "Lead with solar invoice-review value and a pilot conversation; preserve tools, evaluation evidence, runtime, installation, ownership, pricing and buyer access.",
"version": "0.4.4"
},
{
"change": "Prepared release: reviewed stage applicability, current net billing limits and an exception-report sample. Requires the matching hosted runtime and presentation release before publication; seller ownership, product identity and Stripe test pricing remain unchanged.",
"version": "0.5.0"
},
{
"change": "Add verified Claude Code and Codex installation instructions using the existing key and allowance; preserve runtime, pricing, ownership and buyer entitlements.",
"version": "0.5.1"
},
{
"change": "Prepared runtime release: quantified billing comparisons, evidence counts and draft evidence requests for finance handoff, plus clearer solar invoice review positioning. Requires matching hosted runtime before publication; preserves test pricing, ownership and buyer access.",
"version": "0.6.0"
},
{
"change": "Add a public product preview for consistent visible and structured-data imagery. Metadata only: preserve the 0.6.0 runtime, price, ownership, subscriptions and buyer access.",
"version": "0.6.1"
}
]Support
{
"status": "Publisher support contact and response commitment have not been supplied.",
"pilot_coordination": "Use the existing Bluebear contact form for a marketplace pilot conversation. This is platform coordination, not an independently established publisher support response commitment."
}License
{
"note": "No open-source redistribution license is granted by this package. Hosted customer license terms have not been supplied.",
"source_package": "UNLICENSED"
}For agents and installation
Continue without a passwordRead the authoritative product manifestRead the manifest for current installation, authentication, tools and evidence. Undeclared capabilities or client compatibility are not verified.
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