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Lovie Company Formation

by co.lovie
OverviewDiscussionsAdmin

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 registered_address_source NEED_ASSISTANCE when that address is Lovie's mailbox), and — for a US company — its registered agent's name and address. entity_type is C_CORP, S_CORP, LLC or OTHER for a US company and LLC or OTHER for a non-US one; any other pairing reads as unanswered. entity_type_other optionally describes an OTHER and is cleared for any other type. 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

NameRequiredDescriptionDefault
onboardingYes
updateMaskYesComma-separated field paths.

Output Schema

NameRequiredDescriptionDefault
onboardingNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • addedInput schema / properties / onboarding / properties / suggestedRegisteredAddress
      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"
+}
    • 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"
-      },
-      "entityTypeOther": {
-        "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"
-          }
-        ]
-      },
-      "registeredAddressSource": {
-        "enum": [
-          "ADDRESS_SOURCE_UNSPECIFIED",
-          "ADDRESS_SOURCE_OWN",
-          "ADDRESS_SOURCE_NEED_ASSISTANCE"
-        ],
-        "type": "string"
-      },
-      "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"
-          }
-        ]
-      },
-      "suggestedEin": {
-        "type": "string"
-      },
-      "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"
+      },
+      "entityTypeOther": {
+        "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"
+          }
+        ]
+      },
+      "registeredAddressSource": {
+        "enum": [
+          "ADDRESS_SOURCE_UNSPECIFIED",
+          "ADDRESS_SOURCE_OWN",
+          "ADDRESS_SOURCE_NEED_ASSISTANCE"
+        ],
+        "type": "string"
+      },
+      "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"
+          }
+        ]
+      },
+      "suggestedEin": {
+        "type": "string"
+      },
+      "suggestedRegisteredAddress": {
+        "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"
+          }
+        ]
+      },
+      "updatedAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]
  2. Changed2 schema fields changed
    • addedInput schema / properties / onboarding / properties / entityTypeOther
      Added value: +{
+  "maxLength": 100,
+  "type": "string"
+}
    • 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"
-          }
-        ]
-      },
-      "registeredAddressSource": {
-        "enum": [
-          "ADDRESS_SOURCE_UNSPECIFIED",
-          "ADDRESS_SOURCE_OWN",
-          "ADDRESS_SOURCE_NEED_ASSISTANCE"
-        ],
-        "type": "string"
-      },
-      "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"
-          }
-        ]
-      },
-      "suggestedEin": {
-        "type": "string"
-      },
-      "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"
+      },
+      "entityTypeOther": {
+        "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"
+          }
+        ]
+      },
+      "registeredAddressSource": {
+        "enum": [
+          "ADDRESS_SOURCE_UNSPECIFIED",
+          "ADDRESS_SOURCE_OWN",
+          "ADDRESS_SOURCE_NEED_ASSISTANCE"
+        ],
+        "type": "string"
+      },
+      "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"
+          }
+        ]
+      },
+      "suggestedEin": {
+        "type": "string"
+      },
+      "updatedAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]
  3. Changed3 schema fields changed
    • addedInput schema / properties / onboarding / properties / registeredAddressSource
      Added value: +{
+  "enum": [
+    "ADDRESS_SOURCE_UNSPECIFIED",
+    "ADDRESS_SOURCE_OWN",
+    "ADDRESS_SOURCE_NEED_ASSISTANCE"
+  ],
+  "type": "string"
+}
    • addedInput schema / properties / onboarding / properties / suggestedEin
      Added value: +{
+  "maxLength": 10,
+  "pattern": "^([0-9]{2}-[0-9]{7})?$",
+  "type": "string"
+}
    • 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"
-          }
-        ]
-      },
-      "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"
-  }
-]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"
+          }
+        ]
+      },
+      "registeredAddressSource": {
+        "enum": [
+          "ADDRESS_SOURCE_UNSPECIFIED",
+          "ADDRESS_SOURCE_OWN",
+          "ADDRESS_SOURCE_NEED_ASSISTANCE"
+        ],
+        "type": "string"
+      },
+      "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"
+          }
+        ]
+      },
+      "suggestedEin": {
+        "type": "string"
+      },
+      "updatedAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]
  4. Changed3 schema fields changed
    • 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"
+  }
+]
  5. Added

TDQS

A4/5.0
Behavior5/5

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

The description adds substantial behavior beyond the annotations: only masked paths are written, values are attributed to the answering person, entity_type pairings are validated, entity_type_other is cleared, and EIN is optional even for newly formed companies. This is rich mutation context, with no contradiction of destructiveHint=false or openWorldHint=false.

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

Conciseness4/5

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

The description is front-loaded and dense, with nearly every clause carrying field-specific guidance. It is a single long paragraph rather than structured bullets, which slightly hurts readability but does not waste space.

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 nested update with an output schema, the description covers the core intake facts, field-mask behavior, and key conditionals well. It is not fully complete because it omits several writable nested areas such as status, sections, documents, and provenance, but it is sufficient for the primary use case.

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

Parameters4/5

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

Schema coverage is 50%, with updateMask documented as comma-separated paths; the description compensates by clarifying key onboarding fields, enum semantics, conditional US/non-US behavior, and clearing rules. It still leaves status, sections, documents, and provenance unexplained, so not a 5.

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 states that the tool records company facts for the equity intake and enumerates the fields it handles, so the verb and resource are clear. It does not explicitly contrast with sibling tools like equity_onboarding_start or equity_onboarding_submit, so it falls short of a 5.

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?

It gives implied usage ('the intake asks for') and explains field-mask partial writes, which helps an agent know how to call it. But it never states when to choose this over equity_onboarding_start, submit, get, or hydrate, and gives no exclusions, so guidance is only adequate.

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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