com.medianfi/compliance

Tools

• explain_books_check

  Full detail on a single books health check: what it is, exactly where to look in the ledger, every innocent explanation to rule out before concluding anything, what it costs if it is real, what fixing it involves, and whether it is inside what Median does.

  shallow
• explain_obligation

  Plain-English detail on a single obligation: what it is, why it exists, the deadline, the cost, the penalty, the exact remediation steps, and the government source.

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• get_blog_post

  Fetch the full text of one published Median blog post by its slug.

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• get_company_overview

  Who Median is, what it does, who it is for, how onboarding works, and how to get in touch or book an intro call.

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• get_confounders

  Refinement step, NOT the place to start: call list_compliance_obligations first, then call this to narrow what is still genuinely open. Returns the facts that flip an answer, such as whether an employer of record is the legal employer. Pass every fact you already know and it returns only what those facts leave unsettled. These are things for YOU to look up in the user's own documents. They are not a questionnaire to send the user.

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• get_evidence_recipe

  For one obligation, return exactly how to prove it: which sources settle the question, which are only corroborating, what each state's public registry does and does not expose, and the innocent explanations for missing evidence. Use this before concluding anything is missing.

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• get_pricing

  Median's published usage-based pricing: per-account and per-ledger-entry rates, what is included, and add-on pricing for tax, R&D credits, and sales tax.

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• list_blog_posts

  List published articles from the Median blog, newest first. Optionally filter by category or a search term matched against the title.

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• list_books_checks

  START HERE for a books health check. Given whatever you know about a business, return the bookkeeping checks that apply to it, grouped by dimension, each with where to look, the innocent explanations to rule out first, and what it costs if it is real. Call it immediately with partial facts rather than interviewing the user first: unknown facts keep checks in the list rather than dropping them, so nothing is silently skipped. Cash-basis businesses correctly get a shorter list. This never says whether books are correct, only what to look at.

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• list_compliance_obligations

  START HERE. Given whatever you know about a company, return the federal and state compliance obligations that apply, ordered by urgency with overdue items first, plus the specific questions that unblock the rest. Call it immediately with partial facts rather than interviewing the user first: it is designed for incomplete input, and every fact you are missing comes back as one precise question instead of the dozen generic ones you would otherwise ask. Then answer those and call it again. Defaults to a short actionable view; relay it roughly as written rather than expanding it into an essay, and pass detail='full' only when the user asks for evidence tiers and remediation detail. Covers US federal plus CA, CO, DE, FL, GA, IL, MA, NJ, NY, PA, TX and WA; every other state is reported honestly as not yet covered. This never tells you whether you are compliant, only what to check.

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• list_services

  List the services Median offers (daily bookkeeping, tax filing, R&D tax credits, CFO advisory) with a short summary and page link for each.

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• score_books_health

  Score a books health check from the statuses you actually evidenced. Returns the weighted score, the band, a per-dimension breakdown and the findings ranked worst first. Two rules a plain average does not give you: a confirmed critical caps the grade, and the band is WITHHELD entirely when too little was evidenced, because a flattering number off three checks is the part people quote. Report the withheld state rather than supplying a band yourself.

  shallow

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