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Glama

Lovie Company Formation

Submit Equity Onboarding

equity_onboarding_submit
Destructive

Finishes the intake and records the company's proof of formation. A refusal is a normal answer, not a failure: it names the sections still blocking and, for a section no tool can clear, the URL where a person finishes it. Read that back rather than retrying. On success the cap table opens for a named, documented entity.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
onboardingIdYesUUID value wrapper.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
onboardingNo
blockingSectionsNo

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

A4.3/5.0
Behavior5/5

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

The annotations only say destructiveHint=true, so the description carries the burden of explaining what happens at submission. It adds significant behavioral detail: refusals are normal and list blocking sections, some sections require a human URL, retries are not appropriate, and success opens the cap table for a named, documented entity. This goes well beyond structured fields and does not contradict them.

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?

Four dense sentences with the core purpose front-loaded and each subsequent sentence adding either a response protocol or success outcome. No filler or restated title.

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 one-parameter submission tool with an output schema, the description provides all necessary selection and invocation context: what the tool does, what a refusal means, how to handle it, and what success produces. Nothing essential 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?

The schema already documents the single required onboardingId parameter with 100% covering text, so the baseline applies. The description does not add parameter-specific detail, but none is needed for a single UUID wrapper.

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 uses a specific verb and resource ('Finishes the intake and records the company's proof of formation') and clarifies the final-step role, which distinguishes it from equity_onboarding_start/update/get. It also states the success outcome (cap table opens), so an agent can tell exactly what this completion tool does.

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

Usage Guidelines3/5

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

The description implies this is the last step ('Finishes the intake'), but it never explicitly says when to choose it over equity_onboarding_update or other onboarding tools, nor states prerequisites. It does provide a useful exclusion ('Read that back rather than retrying'), but that is response handling rather than tool-selection guidance.

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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