Lovie Company Formation

Start Equity Onboarding

equity_onboarding_start

Idempotent

Opens a company's proof-of-formation intake so its cap table can be set up. Idempotent: a company has at most one open intake, and calling again returns the existing one rather than splitting the answers across two records. Safe to call first when you do not know whether an intake exists.

Input Schema

TableJSON Schema

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

Output Schema

TableJSON Schema

Name	Required	Description	Default
`onboarding`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedSep 15, 2026

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"
+  }
+]

AddedSep 10, 2026

TDQS

A4.3/5.0

Behavior4/5

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

Annotations already carry idempotentHint=true and destructiveHint=false, but the description adds meaningful behavioral detail beyond those flags: a company has at most one open intake, re-calling returns the existing intake, and answers won't be split across records. This gives the agent a proper mental model of the side effects and invariants.

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 short sentences front-load the core action and then the single most important behavioral nuance (idempotency). Every sentence earns its place; there is no fluff or repetition.

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 tool with an output schema and annotations covering idempotency and safety, this description is complete. An agent knows what the tool does, when to call it, what the idempotency guarantee means, and what input is required. No critical information 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?

Schema description coverage is 100%, so the schema already documents companyId as a UUID value wrapper. The description adds no additional parameter-level meaning, but it does not need to; the baseline of 3 applies when the schema carries the parameter documentation burden.

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 ('Opens'), the resource ('proof-of-formation intake'), and the business outcome ('so its cap table can be set up'). This distinguishes it clearly from sibling tools like equity_onboarding_get or equity_onboarding_submit, since the intent is to start the intake, not to query or finish it.

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 gives clear usage context: 'Safe to call first when you do not know whether an intake exists' directly tells an agent when to reach for this tool. It does not explicitly name alternative tools or exclusion conditions, but the guidance is specific and actionable enough.

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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