Lovie Company Formation

Update Equity Onboarding

equity_onboarding_update

Records the company facts the intake asks for: legal name, entity type, the state (or, for a non-US company, the country) it was incorporated in, the formation date, the company's own address, and — for a US company — its registered agent's name and address. Only the paths named in the field mask are written, and each one lands attributed to the person who answered. The employer identification number is accepted but never required — a company formed days ago will not have one for weeks, and its absence does not hold the intake up.

Input Schema

TableJSON Schema

Name	Required	Description	Default
`onboarding`	Yes
`updateMask`	Yes	Comma-separated field paths.

Output Schema

TableJSON Schema

Name	Required	Description	Default
`onboarding`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed3 schema fields changedSep 15, 2026

addedInput schema / properties / onboarding / properties / registeredAgentAddress

Added value: +{
+  "properties": {
+    "city": {
+      "maxLength": 100,
+      "minLength": 1,
+      "type": "string"
+    },
+    "country": {
+      "pattern": "^[A-Z]{2}$",
+      "type": "string"
+    },
+    "county": {
+      "maxLength": 100,
+      "type": "string"
+    },
+    "state": {
+      "maxLength": 100,
+      "type": "string"
+    },
+    "street1": {
+      "maxLength": 200,
+      "minLength": 1,
+      "type": "string"
+    },
+    "street2": {
+      "maxLength": 200,
+      "type": "string"
+    },
+    "zipCode": {
+      "maxLength": 20,
+      "type": "string"
+    }
+  },
+  "type": "object"
+}

addedInput schema / properties / onboarding / properties / registeredAgentName

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

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

Behavior5/5

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

The annotations only supply destructiveHint=false and openWorldHint=false, so the description carries the behavioral burden. It discloses meaningful side effects: writes are limited to updateMask paths, each written value is attributed to the person who answered, and a missing EIN is tolerated rather than blocking progress. These details go well beyond the structured annotations and 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?

The description is three sentences with no filler: the first enumerates the data written, the second explains the field-mask behavior, and the third clarifies EIN handling. The key scoping rule is front-loaded.

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

Completeness4/5

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

For a complex, deeply nested schema, the description covers the central update semantics and the EIN edge case well. It does not explain how the update interacts with onboarding status or the submit/start siblings, though the presence of an output schema and the annotations partially cover the remaining context.

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

Parameters5/5

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

With only 50% schema description coverage, the description compensates by naming the relevant onboarding fields and explaining the updateMask semantics: only the paths named in the field mask are written. It also adds the EIN's optionality and the reasoning behind it, which is not conveyed by the schema's bare patterns.

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

Purpose4/5

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

The description uses a specific verb and resource ('Records the company facts the intake asks for') and enumerates the exact fields written: legal name, entity type, incorporation state/country, formation date, company address, and registered agent details. It does not explicitly name sibling tools like equity_onboarding_submit or equity_onboarding_start, but the field-mask wording makes the update role clear.

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 gives practical calling context: only updateMask paths are written, and EIN absence should not block the intake. However, it never explicitly states when to use this tool versus equity_onboarding_start, equity_onboarding_submit, or formation_set_* tools, and it provides no exclusions.

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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