Lovie Company Formation

Get Cap Table Equity Plans

cap_table_get_cap_table_equity_plans

Read-onlyIdempotent

Returns a company's equity holdings grouped the way a founder thinks about them: founders, advisors, employees (option grants), and investors. Read-only. Founder, advisor and employee entries carry vesting progress resolved as of now — vested percentage, vested share or option count, and whether the cliff has passed. Investor entries carry the committed amount, valuation cap, discount and pipeline stage. option_pool_shares is the unallocated pool nobody has been granted — after a priced close, the pool that close sized. Use this to answer "who holds what" or "how much of X's grant has vested" without adding up securities by hand.

Input Schema

Name	Required	Description	Default
`companyId`	Yes	UUID value wrapper.

Output Schema

Name	Required	Description	Default
`advisors`	No
`founders`	No
`employees`	No
`investors`	No
`optionPoolShares`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedOct 8, 2026
- addedOutput schema / properties / optionPoolShares
```
Added value: +{
+  "type": "string"
+}
```

Changed62 schema fields changedSep 10, 2026

addedOutput schema / properties / advisors / items / properties / cliffDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / advisors / items / properties / cliffDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / advisors / items / properties / cliffDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / advisors / items / properties / endDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / advisors / items / properties / endDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / advisors / items / properties / endDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / advisors / items / properties / id / anyOf

Added value: +[
+  {
+    "description": "UUID value wrapper.",
+    "properties": {
+      "value": {
+        "format": "uuid",
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / advisors / items / properties / id / description
```
Removed value: -"UUID value wrapper."
```

removedOutput schema / properties / advisors / items / properties / id / properties

Removed value: -{
-  "value": {
-    "format": "uuid",
-    "type": "string"
-  }
-}

removedOutput schema / properties / advisors / items / properties / id / type
```
Removed value: -"object"
```

addedOutput schema / properties / advisors / items / properties / name / anyOf

Added value: +[
+  {
+    "description": "Human-readable name (1-255 Unicode chars).",
+    "properties": {
+      "value": {
+        "maxLength": 255,
+        "minLength": 1,
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / advisors / items / properties / name / description
```
Removed value: -"Human-readable name (1-255 Unicode chars)."
```

removedOutput schema / properties / advisors / items / properties / name / properties

Removed value: -{
-  "value": {
-    "maxLength": 255,
-    "minLength": 1,
-    "type": "string"
-  }
-}

removedOutput schema / properties / advisors / items / properties / name / type
```
Removed value: -"object"
```

addedOutput schema / properties / advisors / items / properties / startDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / advisors / items / properties / startDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / advisors / items / properties / startDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / employees / items / properties / cliffDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / employees / items / properties / cliffDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / employees / items / properties / cliffDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / employees / items / properties / endDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / employees / items / properties / endDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / employees / items / properties / endDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / employees / items / properties / id / anyOf

Added value: +[
+  {
+    "description": "UUID value wrapper.",
+    "properties": {
+      "value": {
+        "format": "uuid",
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / employees / items / properties / id / description
```
Removed value: -"UUID value wrapper."
```

removedOutput schema / properties / employees / items / properties / id / properties

Removed value: -{
-  "value": {
-    "format": "uuid",
-    "type": "string"
-  }
-}

removedOutput schema / properties / employees / items / properties / id / type
```
Removed value: -"object"
```

addedOutput schema / properties / employees / items / properties / name / anyOf

Added value: +[
+  {
+    "description": "Human-readable name (1-255 Unicode chars).",
+    "properties": {
+      "value": {
+        "maxLength": 255,
+        "minLength": 1,
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / employees / items / properties / name / description
```
Removed value: -"Human-readable name (1-255 Unicode chars)."
```

removedOutput schema / properties / employees / items / properties / name / properties

Removed value: -{
-  "value": {
-    "maxLength": 255,
-    "minLength": 1,
-    "type": "string"
-  }
-}

removedOutput schema / properties / employees / items / properties / name / type
```
Removed value: -"object"
```

addedOutput schema / properties / employees / items / properties / startDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / employees / items / properties / startDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / employees / items / properties / startDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / founders / items / properties / cliffDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / founders / items / properties / cliffDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / founders / items / properties / cliffDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / founders / items / properties / endDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / founders / items / properties / endDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / founders / items / properties / endDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / founders / items / properties / grantDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / founders / items / properties / grantDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / founders / items / properties / grantDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / founders / items / properties / id / anyOf

Added value: +[
+  {
+    "description": "UUID value wrapper.",
+    "properties": {
+      "value": {
+        "format": "uuid",
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / founders / items / properties / id / description
```
Removed value: -"UUID value wrapper."
```

removedOutput schema / properties / founders / items / properties / id / properties

Removed value: -{
-  "value": {
-    "format": "uuid",
-    "type": "string"
-  }
-}

removedOutput schema / properties / founders / items / properties / id / type
```
Removed value: -"object"
```

addedOutput schema / properties / founders / items / properties / name / anyOf

Added value: +[
+  {
+    "description": "Human-readable name (1-255 Unicode chars).",
+    "properties": {
+      "value": {
+        "maxLength": 255,
+        "minLength": 1,
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / founders / items / properties / name / description
```
Removed value: -"Human-readable name (1-255 Unicode chars)."
```

removedOutput schema / properties / founders / items / properties / name / properties

Removed value: -{
-  "value": {
-    "maxLength": 255,
-    "minLength": 1,
-    "type": "string"
-  }
-}

removedOutput schema / properties / founders / items / properties / name / type
```
Removed value: -"object"
```

addedOutput schema / properties / founders / items / properties / startDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / founders / items / properties / startDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / founders / items / properties / startDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / investors / items / properties / id / anyOf

Added value: +[
+  {
+    "description": "UUID value wrapper.",
+    "properties": {
+      "value": {
+        "format": "uuid",
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / investors / items / properties / id / description
```
Removed value: -"UUID value wrapper."
```

removedOutput schema / properties / investors / items / properties / id / properties

Removed value: -{
-  "value": {
-    "format": "uuid",
-    "type": "string"
-  }
-}

removedOutput schema / properties / investors / items / properties / id / type
```
Removed value: -"object"
```

addedOutput schema / properties / investors / items / properties / name / anyOf

Added value: +[
+  {
+    "description": "Human-readable name (1-255 Unicode chars).",
+    "properties": {
+      "value": {
+        "maxLength": 255,
+        "minLength": 1,
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / investors / items / properties / name / description
```
Removed value: -"Human-readable name (1-255 Unicode chars)."
```

removedOutput schema / properties / investors / items / properties / name / properties

Removed value: -{
-  "value": {
-    "maxLength": 255,
-    "minLength": 1,
-    "type": "string"
-  }
-}

removedOutput schema / properties / investors / items / properties / name / type
```
Removed value: -"object"
```

First observedAug 11, 2026

TDQS

A4/5.0

Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare read-only, idempotent, non-destructive behavior, so the bar is lower. The description still adds real semantics beyond them: vesting is resolved 'as of now' (a time-dependent state), the cliff-passed flag is exposed, and option_pool_shares is defined as the unallocated pool, with the note that after a priced close it reflects the pool that close sized.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Four dense sentences, front-loaded with the purpose and grouping before the field semantics and use case. Every sentence carries content, though 'Read-only' is redundant with readOnlyHint and the field inventory runs long for a description whose return shape is also covered by an output schema.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a single-parameter read tool with an output schema and full annotation coverage, the description supplies everything an agent needs: what is grouped, what vesting means, how the option pool is interpreted, and when to reach for it. Nothing required for correct invocation is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

There is a single parameter (companyId, a UUID wrapper) with 100% schema description coverage, so the baseline is 3. The description implies the scope is one company but adds no naming or format guidance beyond what the schema already provides.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The first sentence gives a specific verb and resource ('returns a company's equity holdings') with an explicit organizing principle (founder-style grouping into founders, advisors, employees, investors). It is clearly distinct in spirit from overview/summary siblings, but it never names an alternative tool, so an agent choosing among the many cap_table_get_* reads still has to infer which one to pick.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The closing sentence gives concrete usage contexts ('who holds what', 'how much of X's grant has vested') and even states the alternative the tool replaces (adding up securities by hand). It stops short of any when-not guidance or explicit routing against siblings like get_cap_table_overview or get_cap_table_summary.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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