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Lovie Company Formation

Hydrate Equity Onboarding From Formation

equity_onboarding_hydrate_formation_carry
Idempotent

Carries a company's Lovie formation into its intake: the facts, the registered agent, and the stamped certificate of incorporation or formation. Idempotent, and it never overwrites an answer the person gave themselves. Call this before asking for anything on a company Lovie formed — it usually settles the proof section outright, which is the one section no tool can fill.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
formationIdYesUUID value wrapper.
onboardingIdYesUUID 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 idempotentHint=true and destructiveHint=false, but the description adds crucial context: it never overwrites a person's own answers. This is a behavioral nuance beyond the annotations and helps the agent understand safety guarantees. However, it doesn't mention potential side effects like which specific fields get populated, but that's covered by output schema.

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?

Two sentences, front-loaded with the core action, then idempotency, then usage guidance. Every sentence adds value, no redundancy or fluff.

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 two-param tool with output schema and annotations covering idempotency/destructiveness, the description covers the essential context: what it transfers, safety guarantees, and when to invoke. Nothing critical is missing for correct usage.

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?

Schema coverage is 100% with both params described as UUID value wrappers, so the schema fully documents them. The description doesn't add extra parameter meaning, but given high coverage, the baseline of 3 is appropriate; no compensation needed.

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 ('carries') and resource (formation into intake), listing the exact data transferred (facts, registered agent, stamped certificate). It also distinguishes itself from siblings by highlighting that it settles the proof section that no other tool can fill, making its purpose unambiguous.

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

Usage Guidelines5/5

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

Explicitly instructs to call this before asking for anything on a formed company, and explains why (it usually settles the proof section outright). This gives clear when-to-use guidance and implies the alternative (preview tool) without naming it, but the directive is strong enough to guide correct selection.

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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