v2.0.0 — Planner, local clients and Excel reports

New

• Household forecasts and pooled/per-goal comparisons with planner_forecast and planner_compare_modes.
• Local client registration: client_create, client_get, client_list, client_update, client_set_tax_residency, client_get_tax_residency.
• Stable client codes across restarts, guarded retries and explicit duplicate decisions.
• Local Excel export with planner_export_report and separately configured branding.
• Packaged create-client skill; install it with okama-mcp install-skill --destination /absolute/project/.agents/skills.

Changed

• Planner is installed automatically: okama-planner[reports]>=0.4.0,<0.5.0.
• Requires okama >=4.0.0 and FastMCP >=4.0.11,<5; Python >=3.11 remains supported.
• 52 default tools; 59 with full local stdio configuration. HTTP never exposes local client/report tools.
• Client databases and private presentation files remain local and are excluded from packages.

Upgrade

Run uvx --refresh okama-mcp@2.0.0 stdio, or update your pinned installation to 2.0.0.
See the Planner installation and local configuration guide. Existing private records need an explicit local migration; this release does not migrate them automatically.

Validation

308 unit tests and 26 live-API integration tests passed; Ruff and skill checks passed. Clean installation automatically resolved Planner 0.4.0 and okama 4.0.0 from PyPI. Synthetic stdio acceptance verified client persistence, retries, forecasting and Excel export across server restarts.

Closes #4.