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Lovie Company Formation

by co.lovie
OverviewDiscussionsAdmin

Get Equity Onboarding

equity_onboarding_get
Read-only

Returns a company's proof-of-formation intake: the facts on file, which sections are still outstanding and why, and how much is answered. Read-only. Resolve it by company rather than by id — the server finds the company's one open intake. A section that comes back with a handoff_url cannot be finished by any tool: send the person to that URL.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoUUID value wrapper.
onboardingIdNoUUID value wrapper.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
onboardingNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / properties / onboarding / anyOf
      Previous value: -[
-  {
-    "properties": {
-      "companyId": {
-        "anyOf": [
-          {
-            "description": "UUID value wrapper.",
-            "properties": {
-              "value": {
-                "format": "uuid",
-                "type": "string"
-              }
-            },
-            "type": "object"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "countryOfIncorporation": {
-        "type": "string"
-      },
-      "createdAt": {
-        "anyOf": [
-          {
-            "format": "date-time",
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "documents": {
-        "items": {
-          "properties": {
-            "contentType": {
-              "type": "string"
-            },
-            "fileName": {
-              "type": "string"
-            },
-            "id": {
-              "anyOf": [
-                {
-                  "description": "UUID value wrapper.",
-                  "properties": {
-                    "value": {
-                      "format": "uuid",
-                      "type": "string"
-                    }
-                  },
-                  "type": "object"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            },
-            "kind": {
-              "enum": [
-                "EQUITY_ONBOARDING_DOCUMENT_KIND_UNSPECIFIED",
-                "EQUITY_ONBOARDING_DOCUMENT_KIND_CERTIFICATE_OF_INCORPORATION",
-                "EQUITY_ONBOARDING_DOCUMENT_KIND_EIN_LETTER"
-              ],
-              "type": "string"
-            },
-            "sizeBytes": {
-              "type": "string"
-            },
-            "uploadedAt": {
-              "anyOf": [
-                {
-                  "format": "date-time",
-                  "type": "string"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            }
-          },
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "einNumber": {
-        "type": "string"
-      },
-      "entityType": {
-        "type": "string"
-      },
-      "formationDate": {
-        "type": "string"
-      },
-      "formationId": {
-        "anyOf": [
-          {
-            "description": "UUID value wrapper.",
-            "properties": {
-              "value": {
-                "format": "uuid",
-                "type": "string"
-              }
-            },
-            "type": "object"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "id": {
-        "anyOf": [
-          {
-            "description": "UUID value wrapper.",
-            "properties": {
-              "value": {
-                "format": "uuid",
-                "type": "string"
-              }
-            },
-            "type": "object"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "legalName": {
-        "anyOf": [
-          {
-            "description": "Human-readable name (1-255 Unicode chars).",
-            "properties": {
-              "value": {
-                "maxLength": 255,
-                "minLength": 1,
-                "type": "string"
-              }
-            },
-            "type": "object"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "nonUs": {
-        "type": "boolean"
-      },
-      "prefillPercent": {
-        "type": "integer"
-      },
-      "provenance": {
-        "items": {
-          "properties": {
-            "confidence": {
-              "type": "number"
-            },
-            "confirmedAt": {
-              "anyOf": [
-                {
-                  "format": "date-time",
-                  "type": "string"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            },
-            "fieldPath": {
-              "type": "string"
-            },
-            "origin": {
-              "enum": [
-                "PROVENANCE_ORIGIN_UNSPECIFIED",
-                "PROVENANCE_ORIGIN_INVITE",
-                "PROVENANCE_ORIGIN_FORMATION",
-                "PROVENANCE_ORIGIN_CAP_TABLE",
-                "PROVENANCE_ORIGIN_IDENTITY_PROFILE",
-                "PROVENANCE_ORIGIN_EXTRACTED_DOCUMENT",
-                "PROVENANCE_ORIGIN_PROVIDER",
-                "PROVENANCE_ORIGIN_USER",
-                "PROVENANCE_ORIGIN_DEFAULT"
-              ],
-              "type": "string"
-            },
-            "sourceDocumentId": {
-              "anyOf": [
-                {
-                  "description": "UUID value wrapper.",
-                  "properties": {
-                    "value": {
-                      "format": "uuid",
-                      "type": "string"
-                    }
-                  },
-                  "type": "object"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            },
-            "sourceFormationId": {
-              "anyOf": [
-                {
-                  "description": "UUID value wrapper.",
-                  "properties": {
-                    "value": {
-                      "format": "uuid",
-                      "type": "string"
-                    }
-                  },
-                  "type": "object"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            },
-            "sourceLabel": {
-              "type": "string"
-            }
-          },
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "registeredAddress": {
-        "anyOf": [
-          {
-            "properties": {
-              "city": {
-                "type": "string"
-              },
-              "country": {
-                "type": "string"
-              },
-              "county": {
-                "type": "string"
-              },
-              "state": {
-                "type": "string"
-              },
-              "street1": {
-                "type": "string"
-              },
-              "street2": {
-                "type": "string"
-              },
-              "zipCode": {
-                "type": "string"
-              }
-            },
-            "type": "object"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "sections": {
-        "items": {
-          "properties": {
-            "blockers": {
-              "items": {
-                "type": "string"
-              },
-              "type": "array"
-            },
-            "handoffUrl": {
-              "type": "string"
-            },
-            "key": {
-              "type": "string"
-            },
-            "label": {
-              "type": "string"
-            },
-            "state": {
-              "enum": [
-                "SECTION_STATE_UNSPECIFIED",
-                "SECTION_STATE_NOT_STARTED",
-                "SECTION_STATE_WORKING",
-                "SECTION_STATE_COMPLETE"
-              ],
-              "type": "string"
-            }
-          },
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "stateOfIncorporation": {
-        "type": "string"
-      },
-      "status": {
-        "enum": [
-          "EQUITY_ONBOARDING_STATUS_UNSPECIFIED",
-          "EQUITY_ONBOARDING_STATUS_DRAFT",
-          "EQUITY_ONBOARDING_STATUS_COLLECTING",
-          "EQUITY_ONBOARDING_STATUS_SUBMITTED",
-          "EQUITY_ONBOARDING_STATUS_ABANDONED"
-        ],
-        "type": "string"
-      },
-      "submittedAt": {
-        "anyOf": [
-          {
-            "format": "date-time",
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "updatedAt": {
-        "anyOf": [
-          {
-            "format": "date-time",
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      }
-    },
-    "type": "object"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "properties": {
+      "companyId": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "countryOfIncorporation": {
+        "type": "string"
+      },
+      "createdAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "documents": {
+        "items": {
+          "properties": {
+            "contentType": {
+              "type": "string"
+            },
+            "fileName": {
+              "type": "string"
+            },
+            "id": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "kind": {
+              "enum": [
+                "EQUITY_ONBOARDING_DOCUMENT_KIND_UNSPECIFIED",
+                "EQUITY_ONBOARDING_DOCUMENT_KIND_CERTIFICATE_OF_INCORPORATION",
+                "EQUITY_ONBOARDING_DOCUMENT_KIND_EIN_LETTER"
+              ],
+              "type": "string"
+            },
+            "sizeBytes": {
+              "type": "string"
+            },
+            "uploadedAt": {
+              "anyOf": [
+                {
+                  "format": "date-time",
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "einNumber": {
+        "type": "string"
+      },
+      "entityType": {
+        "type": "string"
+      },
+      "formationDate": {
+        "type": "string"
+      },
+      "formationId": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "id": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "legalName": {
+        "anyOf": [
+          {
+            "description": "Human-readable name (1-255 Unicode chars).",
+            "properties": {
+              "value": {
+                "maxLength": 255,
+                "minLength": 1,
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "nonUs": {
+        "type": "boolean"
+      },
+      "prefillPercent": {
+        "type": "integer"
+      },
+      "provenance": {
+        "items": {
+          "properties": {
+            "confidence": {
+              "type": "number"
+            },
+            "confirmedAt": {
+              "anyOf": [
+                {
+                  "format": "date-time",
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "fieldPath": {
+              "type": "string"
+            },
+            "origin": {
+              "enum": [
+                "PROVENANCE_ORIGIN_UNSPECIFIED",
+                "PROVENANCE_ORIGIN_INVITE",
+                "PROVENANCE_ORIGIN_FORMATION",
+                "PROVENANCE_ORIGIN_CAP_TABLE",
+                "PROVENANCE_ORIGIN_IDENTITY_PROFILE",
+                "PROVENANCE_ORIGIN_EXTRACTED_DOCUMENT",
+                "PROVENANCE_ORIGIN_PROVIDER",
+                "PROVENANCE_ORIGIN_USER",
+                "PROVENANCE_ORIGIN_DEFAULT"
+              ],
+              "type": "string"
+            },
+            "sourceDocumentId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "sourceFormationId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "sourceLabel": {
+              "type": "string"
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "registeredAddress": {
+        "anyOf": [
+          {
+            "properties": {
+              "city": {
+                "type": "string"
+              },
+              "country": {
+                "type": "string"
+              },
+              "county": {
+                "type": "string"
+              },
+              "state": {
+                "type": "string"
+              },
+              "street1": {
+                "type": "string"
+              },
+              "street2": {
+                "type": "string"
+              },
+              "zipCode": {
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "registeredAgentAddress": {
+        "anyOf": [
+          {
+            "properties": {
+              "city": {
+                "type": "string"
+              },
+              "country": {
+                "type": "string"
+              },
+              "county": {
+                "type": "string"
+              },
+              "state": {
+                "type": "string"
+              },
+              "street1": {
+                "type": "string"
+              },
+              "street2": {
+                "type": "string"
+              },
+              "zipCode": {
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "registeredAgentName": {
+        "anyOf": [
+          {
+            "description": "Human-readable name (1-255 Unicode chars).",
+            "properties": {
+              "value": {
+                "maxLength": 255,
+                "minLength": 1,
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "sections": {
+        "items": {
+          "properties": {
+            "blockers": {
+              "items": {
+                "type": "string"
+              },
+              "type": "array"
+            },
+            "handoffUrl": {
+              "type": "string"
+            },
+            "key": {
+              "type": "string"
+            },
+            "label": {
+              "type": "string"
+            },
+            "state": {
+              "enum": [
+                "SECTION_STATE_UNSPECIFIED",
+                "SECTION_STATE_NOT_STARTED",
+                "SECTION_STATE_WORKING",
+                "SECTION_STATE_COMPLETE"
+              ],
+              "type": "string"
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "stateOfIncorporation": {
+        "type": "string"
+      },
+      "status": {
+        "enum": [
+          "EQUITY_ONBOARDING_STATUS_UNSPECIFIED",
+          "EQUITY_ONBOARDING_STATUS_DRAFT",
+          "EQUITY_ONBOARDING_STATUS_COLLECTING",
+          "EQUITY_ONBOARDING_STATUS_SUBMITTED",
+          "EQUITY_ONBOARDING_STATUS_ABANDONED"
+        ],
+        "type": "string"
+      },
+      "submittedAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "updatedAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]
  2. Added

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, so the read-only nature is covered. The description adds valuable behavioral context: the server resolves by company (not id), and it discloses the handoff_url behavior — that sections with a handoff_url cannot be completed by tools and must be handled manually. This goes beyond annotations and is critical for correct invocation. No contradictions.

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

Conciseness5/5

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

Three sentences with no filler. The first sentence states the purpose, the second gives the key resolution rule, and the third provides a critical caveat. Information is front-loaded and each sentence earns its place. Perfectly sized for the tool's simplicity.

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 get tool with an output schema present, the description covers everything needed: what it returns, the resolution method, and the handoff_url limitation. The output schema handles return details, and the two parameters are sufficiently explained via the company resolution note. Nothing critical is missing for correct invocation.

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

Parameters4/5

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

Schema description coverage is 100%, but both parameters are merely 'UUID value wrapper' — minimal. The description adds significant semantics by stating 'Resolve it by company rather than by id,' indicating that companyId is the key and onboardingId is likely optional or ignored. This clarifies which parameter to supply and why. This is meaningful added value beyond the schema.

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

Purpose5/5

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

The description states a specific verb ('returns') and resource ('proof-of-formation intake'), and details what it returns: facts on file, outstanding sections with reasons, and completion percentage. It distinguishes from sibling tools like equity_onboarding_start/update/submit by emphasizing it's a read operation. The 'Resolve it by company rather than by id' clarifies the scope. This clearly differentiates it from other tools in the same domain.

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 description provides clear guidance on how to use it: 'Resolve it by company rather than by id — the server finds the company's one open intake.' This directly informs parameter selection. It also warns about handoff_url sections, which is a critical when-to-not-use-case: 'cannot be finished by any tool.' While it doesn't explicitly mention alternatives, the domain siblings (start/update/submit) are obvious, and the read-only nature is stated. The guidance is specific and actionable.

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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