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Glama

Lovie Company Formation

Add Shareholder

formation_add_shareholder

Adds one owner (an LLC member or a shareholder) to a formation: their name, ownership percentage, address and, when given, email and phone. Works before the founder signs in; the owners carry over when they do. The response reports the total ownership so far, which must reach exactly 100% before filing. Refused once the filing is under way.

Input Schema

NameRequiredDescriptionDefault
roleNo
emailNo
phoneNo
addressNo
lastNameNo
firstNameNo
addressTypeNo
formationIdYesUUID value wrapper.
ownershipPercentageNo

Output Schema

NameRequiredDescriptionDefault
formationIdNo
shareholderNo
totalOwnershipNo
ownershipCompleteNo
totalShareholdersNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / properties / shareholder / anyOf
      Previous value: -[
      -  {
      -    "properties": {
      -      "address": {
      -        "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"
      -          }
      -        ]
      -      },
      -      "addressType": {
      -        "enum": [
      -          "ADDRESS_TYPE_UNSPECIFIED",
      -          "ADDRESS_TYPE_RESIDENTIAL",
      -          "ADDRESS_TYPE_BUSINESS"
      -        ],
      -        "type": "string"
      -      },
      -      "dateOfBirth": {
      -        "type": "string"
      -      },
      -      "effectiveDate": {
      -        "anyOf": [
      -          {
      -            "format": "date-time",
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "email": {
      -        "type": "string"
      -      },
      -      "firstName": {
      -        "type": "string"
      -      },
      -      "fullName": {
      -        "type": "string"
      -      },
      -      "id": {
      -        "anyOf": [
      -          {
      -            "description": "UUID value wrapper.",
      -            "properties": {
      -              "value": {
      -                "format": "uuid",
      -                "type": "string"
      -              }
      -            },
      -            "type": "object"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "investmentAmountCents": {
      -        "type": "string"
      -      },
      -      "issueDate": {
      -        "anyOf": [
      -          {
      -            "format": "date-time",
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "lastName": {
      -        "type": "string"
      -      },
      -      "ownershipPercentage": {
      -        "type": "string"
      -      },
      -      "phone": {
      -        "type": "string"
      -      },
      -      "role": {
      -        "enum": [
      -          "SHAREHOLDER_ROLE_UNSPECIFIED",
      -          "SHAREHOLDER_ROLE_MANAGING_MEMBER",
      -          "SHAREHOLDER_ROLE_MEMBER",
      -          "SHAREHOLDER_ROLE_SHAREHOLDER",
      -          "SHAREHOLDER_ROLE_DIRECTOR",
      -          "SHAREHOLDER_ROLE_OFFICER"
      -        ],
      -        "type": "string"
      -      },
      -      "round": {
      -        "type": "string"
      -      },
      -      "safeTerms": {
      -        "anyOf": [
      -          {
      -            "properties": {
      -              "discountPercentage": {
      -                "type": "string"
      -              },
      -              "investmentAmountCents": {
      -                "type": "string"
      -              },
      -              "postMoney": {
      -                "type": "boolean"
      -              },
      -              "safeIssueDate": {
      -                "anyOf": [
      -                  {
      -                    "format": "date-time",
      -                    "type": "string"
      -                  },
      -                  {
      -                    "type": "null"
      -                  }
      -                ]
      -              },
      -              "signedByName": {
      -                "type": "string"
      -              },
      -              "signedByTitle": {
      -                "type": "string"
      -              },
      -              "valuationCapCents": {
      -                "type": "string"
      -              }
      -            },
      -            "type": "object"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "shareClass": {
      -        "enum": [
      -          "SHARE_CLASS_UNSPECIFIED",
      -          "SHARE_CLASS_COMMON",
      -          "SHARE_CLASS_PREFERRED",
      -          "SHARE_CLASS_OPTION",
      -          "SHARE_CLASS_SAFE"
      -        ],
      -        "type": "string"
      -      },
      -      "shareCount": {
      -        "type": "string"
      -      },
      -      "signedByName": {
      -        "type": "string"
      -      },
      -      "signedByTitle": {
      -        "type": "string"
      -      },
      -      "signedDate": {
      -        "anyOf": [
      -          {
      -            "format": "date-time",
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "sourceBbox": {
      -        "type": "string"
      -      },
      -      "sourcePage": {
      -        "type": "integer"
      -      },
      -      "ssnLast4": {
      -        "type": "string"
      -      },
      -      "stakeholderType": {
      -        "enum": [
      -          "STAKEHOLDER_TYPE_UNSPECIFIED",
      -          "STAKEHOLDER_TYPE_FOUNDER",
      -          "STAKEHOLDER_TYPE_ANGEL",
      -          "STAKEHOLDER_TYPE_INVESTOR_ENTITY",
      -          "STAKEHOLDER_TYPE_EMPLOYEE_POOL",
      -          "STAKEHOLDER_TYPE_ADVISOR_POOL",
      -          "STAKEHOLDER_TYPE_RESERVE"
      -        ],
      -        "type": "string"
      -      },
      -      "strikePriceCents": {
      -        "type": "string"
      -      },
      -      "title": {
      -        "type": "string"
      -      },
      -      "vestingCliffMonths": {
      -        "type": "integer"
      -      },
      -      "vestingStartDate": {
      -        "anyOf": [
      -          {
      -            "format": "date-time",
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "vestingTotalMonths": {
      -        "type": "integer"
      -      }
      -    },
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "properties": {
      +      "address": {
      +        "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"
      +          }
      +        ]
      +      },
      +      "addressType": {
      +        "enum": [
      +          "ADDRESS_TYPE_UNSPECIFIED",
      +          "ADDRESS_TYPE_RESIDENTIAL",
      +          "ADDRESS_TYPE_BUSINESS"
      +        ],
      +        "type": "string"
      +      },
      +      "dateOfBirth": {
      +        "type": "string"
      +      },
      +      "effectiveDate": {
      +        "anyOf": [
      +          {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "email": {
      +        "type": "string"
      +      },
      +      "firstName": {
      +        "type": "string"
      +      },
      +      "fullName": {
      +        "type": "string"
      +      },
      +      "id": {
      +        "anyOf": [
      +          {
      +            "description": "UUID value wrapper.",
      +            "properties": {
      +              "value": {
      +                "format": "uuid",
      +                "type": "string"
      +              }
      +            },
      +            "type": "object"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "investmentAmountCents": {
      +        "type": "string"
      +      },
      +      "issueDate": {
      +        "anyOf": [
      +          {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "lastName": {
      +        "type": "string"
      +      },
      +      "ownershipPercentage": {
      +        "type": "string"
      +      },
      +      "phone": {
      +        "type": "string"
      +      },
      +      "role": {
      +        "enum": [
      +          "SHAREHOLDER_ROLE_UNSPECIFIED",
      +          "SHAREHOLDER_ROLE_MANAGING_MEMBER",
      +          "SHAREHOLDER_ROLE_MEMBER",
      +          "SHAREHOLDER_ROLE_SHAREHOLDER",
      +          "SHAREHOLDER_ROLE_DIRECTOR",
      +          "SHAREHOLDER_ROLE_OFFICER"
      +        ],
      +        "type": "string"
      +      },
      +      "round": {
      +        "type": "string"
      +      },
      +      "safeTerms": {
      +        "anyOf": [
      +          {
      +            "properties": {
      +              "discountPercentage": {
      +                "type": "string"
      +              },
      +              "investmentAmountCents": {
      +                "type": "string"
      +              },
      +              "postMoney": {
      +                "type": "boolean"
      +              },
      +              "postMoneyStated": {
      +                "type": "boolean"
      +              },
      +              "safeIssueDate": {
      +                "anyOf": [
      +                  {
      +                    "format": "date-time",
      +                    "type": "string"
      +                  },
      +                  {
      +                    "type": "null"
      +                  }
      +                ]
      +              },
      +              "signedByName": {
      +                "type": "string"
      +              },
      +              "signedByTitle": {
      +                "type": "string"
      +              },
      +              "valuationCapCents": {
      +                "type": "string"
      +              }
      +            },
      +            "type": "object"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "shareClass": {
      +        "enum": [
      +          "SHARE_CLASS_UNSPECIFIED",
      +          "SHARE_CLASS_COMMON",
      +          "SHARE_CLASS_PREFERRED",
      +          "SHARE_CLASS_OPTION",
      +          "SHARE_CLASS_SAFE"
      +        ],
      +        "type": "string"
      +      },
      +      "shareCount": {
      +        "type": "string"
      +      },
      +      "signedByName": {
      +        "type": "string"
      +      },
      +      "signedByTitle": {
      +        "type": "string"
      +      },
      +      "signedDate": {
      +        "anyOf": [
      +          {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "sourceBbox": {
      +        "type": "string"
      +      },
      +      "sourcePage": {
      +        "type": "integer"
      +      },
      +      "ssnLast4": {
      +        "type": "string"
      +      },
      +      "stakeholderType": {
      +        "enum": [
      +          "STAKEHOLDER_TYPE_UNSPECIFIED",
      +          "STAKEHOLDER_TYPE_FOUNDER",
      +          "STAKEHOLDER_TYPE_ANGEL",
      +          "STAKEHOLDER_TYPE_INVESTOR_ENTITY",
      +          "STAKEHOLDER_TYPE_EMPLOYEE_POOL",
      +          "STAKEHOLDER_TYPE_ADVISOR_POOL",
      +          "STAKEHOLDER_TYPE_RESERVE"
      +        ],
      +        "type": "string"
      +      },
      +      "strikePriceCents": {
      +        "type": "string"
      +      },
      +      "title": {
      +        "type": "string"
      +      },
      +      "vestingCliffMonths": {
      +        "type": "integer"
      +      },
      +      "vestingStartDate": {
      +        "anyOf": [
      +          {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "vestingTotalMonths": {
      +        "type": "integer"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
  2. Changed20 schema fields changed
    • removedInput schema / properties / address / properties / city / pattern
      Removed value: -"^[A-Za-z .'-]+$"
    • removedInput schema / properties / address / properties / country / maxLength
      Removed value: -2
    • changedInput schema / properties / address / properties / country / pattern
      Previous value: -"^[A-Z]*$"New value: +"^[A-Z]{2}$"
    • removedInput schema / properties / address / properties / county / pattern
      Removed value: -"^[A-Za-z ]*$"
    • changedInput schema / properties / address / properties / state / maxLength
      Previous value: -50New value: +100
    • removedInput schema / properties / address / properties / state / minLength
      Removed value: -1
    • removedInput schema / properties / address / properties / state / pattern
      Removed value: -"^[A-Za-z ]+$"
    • removedInput schema / properties / address / properties / street1 / pattern
      Removed value: -"^[A-Za-z0-9 .,#/-]+$"
    • removedInput schema / properties / address / properties / street2 / pattern
      Removed value: -"^[A-Za-z0-9 .,#/-]*$"
    • changedInput schema / properties / address / properties / zipCode / maxLength
      Previous value: -10New value: +20
    • removedInput schema / properties / address / properties / zipCode / minLength
      Removed value: -5
    • removedInput schema / properties / address / properties / zipCode / pattern
      Removed value: -"^[0-9]{5}(-[0-9]{4})?$"
    • addedInput schema / properties / addressType
      Added value: +{
      +  "enum": [
      +    "ADDRESS_TYPE_UNSPECIFIED",
      +    "ADDRESS_TYPE_RESIDENTIAL",
      +    "ADDRESS_TYPE_BUSINESS"
      +  ],
      +  "type": "string"
      +}
    • addedOutput schema / properties / formationId / anyOf
      Added value: +[
      +  {
      +    "description": "UUID value wrapper.",
      +    "properties": {
      +      "value": {
      +        "format": "uuid",
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / formationId / description
      Removed value: -"UUID value wrapper."
    • removedOutput schema / properties / formationId / properties
      Removed value: -{
      -  "value": {
      -    "format": "uuid",
      -    "type": "string"
      -  }
      -}
    • removedOutput schema / properties / formationId / type
      Removed value: -"object"
    • addedOutput schema / properties / shareholder / anyOf
      Added value: +[
      +  {
      +    "properties": {
      +      "address": {
      +        "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"
      +          }
      +        ]
      +      },
      +      "addressType": {
      +        "enum": [
      +          "ADDRESS_TYPE_UNSPECIFIED",
      +          "ADDRESS_TYPE_RESIDENTIAL",
      +          "ADDRESS_TYPE_BUSINESS"
      +        ],
      +        "type": "string"
      +      },
      +      "dateOfBirth": {
      +        "type": "string"
      +      },
      +      "effectiveDate": {
      +        "anyOf": [
      +          {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "email": {
      +        "type": "string"
      +      },
      +      "firstName": {
      +        "type": "string"
      +      },
      +      "fullName": {
      +        "type": "string"
      +      },
      +      "id": {
      +        "anyOf": [
      +          {
      +            "description": "UUID value wrapper.",
      +            "properties": {
      +              "value": {
      +                "format": "uuid",
      +                "type": "string"
      +              }
      +            },
      +            "type": "object"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "investmentAmountCents": {
      +        "type": "string"
      +      },
      +      "issueDate": {
      +        "anyOf": [
      +          {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "lastName": {
      +        "type": "string"
      +      },
      +      "ownershipPercentage": {
      +        "type": "string"
      +      },
      +      "phone": {
      +        "type": "string"
      +      },
      +      "role": {
      +        "enum": [
      +          "SHAREHOLDER_ROLE_UNSPECIFIED",
      +          "SHAREHOLDER_ROLE_MANAGING_MEMBER",
      +          "SHAREHOLDER_ROLE_MEMBER",
      +          "SHAREHOLDER_ROLE_SHAREHOLDER",
      +          "SHAREHOLDER_ROLE_DIRECTOR",
      +          "SHAREHOLDER_ROLE_OFFICER"
      +        ],
      +        "type": "string"
      +      },
      +      "round": {
      +        "type": "string"
      +      },
      +      "safeTerms": {
      +        "anyOf": [
      +          {
      +            "properties": {
      +              "discountPercentage": {
      +                "type": "string"
      +              },
      +              "investmentAmountCents": {
      +                "type": "string"
      +              },
      +              "postMoney": {
      +                "type": "boolean"
      +              },
      +              "safeIssueDate": {
      +                "anyOf": [
      +                  {
      +                    "format": "date-time",
      +                    "type": "string"
      +                  },
      +                  {
      +                    "type": "null"
      +                  }
      +                ]
      +              },
      +              "signedByName": {
      +                "type": "string"
      +              },
      +              "signedByTitle": {
      +                "type": "string"
      +              },
      +              "valuationCapCents": {
      +                "type": "string"
      +              }
      +            },
      +            "type": "object"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "shareClass": {
      +        "enum": [
      +          "SHARE_CLASS_UNSPECIFIED",
      +          "SHARE_CLASS_COMMON",
      +          "SHARE_CLASS_PREFERRED",
      +          "SHARE_CLASS_OPTION",
      +          "SHARE_CLASS_SAFE"
      +        ],
      +        "type": "string"
      +      },
      +      "shareCount": {
      +        "type": "string"
      +      },
      +      "signedByName": {
      +        "type": "string"
      +      },
      +      "signedByTitle": {
      +        "type": "string"
      +      },
      +      "signedDate": {
      +        "anyOf": [
      +          {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "sourceBbox": {
      +        "type": "string"
      +      },
      +      "sourcePage": {
      +        "type": "integer"
      +      },
      +      "ssnLast4": {
      +        "type": "string"
      +      },
      +      "stakeholderType": {
      +        "enum": [
      +          "STAKEHOLDER_TYPE_UNSPECIFIED",
      +          "STAKEHOLDER_TYPE_FOUNDER",
      +          "STAKEHOLDER_TYPE_ANGEL",
      +          "STAKEHOLDER_TYPE_INVESTOR_ENTITY",
      +          "STAKEHOLDER_TYPE_EMPLOYEE_POOL",
      +          "STAKEHOLDER_TYPE_ADVISOR_POOL",
      +          "STAKEHOLDER_TYPE_RESERVE"
      +        ],
      +        "type": "string"
      +      },
      +      "strikePriceCents": {
      +        "type": "string"
      +      },
      +      "title": {
      +        "type": "string"
      +      },
      +      "vestingCliffMonths": {
      +        "type": "integer"
      +      },
      +      "vestingStartDate": {
      +        "anyOf": [
      +          {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "vestingTotalMonths": {
      +        "type": "integer"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / shareholder / properties
      Removed value: -{
      -  "address": {
      -    "properties": {
      -      "city": {
      -        "type": "string"
      -      },
      -      "country": {
      -        "type": "string"
      -      },
      -      "county": {
      -        "type": "string"
      -      },
      -      "state": {
      -        "type": "string"
      -      },
      -      "street1": {
      -        "type": "string"
      -      },
      -      "street2": {
      -        "type": "string"
      -      },
      -      "zipCode": {
      -        "type": "string"
      -      }
      -    },
      -    "type": "object"
      -  },
      -  "effectiveDate": {
      -    "format": "date-time",
      -    "type": "string"
      -  },
      -  "email": {
      -    "type": "string"
      -  },
      -  "firstName": {
      -    "type": "string"
      -  },
      -  "fullName": {
      -    "type": "string"
      -  },
      -  "id": {
      -    "description": "UUID value wrapper.",
      -    "properties": {
      -      "value": {
      -        "format": "uuid",
      -        "type": "string"
      -      }
      -    },
      -    "type": "object"
      -  },
      -  "investmentAmountCents": {
      -    "type": "string"
      -  },
      -  "issueDate": {
      -    "format": "date-time",
      -    "type": "string"
      -  },
      -  "lastName": {
      -    "type": "string"
      -  },
      -  "ownershipPercentage": {
      -    "type": "string"
      -  },
      -  "phone": {
      -    "type": "string"
      -  },
      -  "role": {
      -    "enum": [
      -      "SHAREHOLDER_ROLE_UNSPECIFIED",
      -      "SHAREHOLDER_ROLE_MANAGING_MEMBER",
      -      "SHAREHOLDER_ROLE_MEMBER",
      -      "SHAREHOLDER_ROLE_SHAREHOLDER",
      -      "SHAREHOLDER_ROLE_DIRECTOR",
      -      "SHAREHOLDER_ROLE_OFFICER"
      -    ],
      -    "type": "string"
      -  },
      -  "round": {
      -    "type": "string"
      -  },
      -  "safeTerms": {
      -    "properties": {
      -      "discountPercentage": {
      -        "type": "string"
      -      },
      -      "investmentAmountCents": {
      -        "type": "string"
      -      },
      -      "postMoney": {
      -        "type": "boolean"
      -      },
      -      "safeIssueDate": {
      -        "format": "date-time",
      -        "type": "string"
      -      },
      -      "signedByName": {
      -        "type": "string"
      -      },
      -      "signedByTitle": {
      -        "type": "string"
      -      },
      -      "valuationCapCents": {
      -        "type": "string"
      -      }
      -    },
      -    "type": "object"
      -  },
      -  "shareClass": {
      -    "enum": [
      -      "SHARE_CLASS_UNSPECIFIED",
      -      "SHARE_CLASS_COMMON",
      -      "SHARE_CLASS_PREFERRED",
      -      "SHARE_CLASS_OPTION",
      -      "SHARE_CLASS_SAFE"
      -    ],
      -    "type": "string"
      -  },
      -  "shareCount": {
      -    "type": "string"
      -  },
      -  "signedByName": {
      -    "type": "string"
      -  },
      -  "signedByTitle": {
      -    "type": "string"
      -  },
      -  "signedDate": {
      -    "format": "date-time",
      -    "type": "string"
      -  },
      -  "sourceBbox": {
      -    "type": "string"
      -  },
      -  "sourcePage": {
      -    "type": "integer"
      -  },
      -  "stakeholderType": {
      -    "enum": [
      -      "STAKEHOLDER_TYPE_UNSPECIFIED",
      -      "STAKEHOLDER_TYPE_FOUNDER",
      -      "STAKEHOLDER_TYPE_ANGEL",
      -      "STAKEHOLDER_TYPE_INVESTOR_ENTITY",
      -      "STAKEHOLDER_TYPE_EMPLOYEE_POOL",
      -      "STAKEHOLDER_TYPE_ADVISOR_POOL",
      -      "STAKEHOLDER_TYPE_RESERVE"
      -    ],
      -    "type": "string"
      -  },
      -  "strikePriceCents": {
      -    "type": "string"
      -  },
      -  "title": {
      -    "type": "string"
      -  },
      -  "vestingCliffMonths": {
      -    "type": "integer"
      -  },
      -  "vestingStartDate": {
      -    "format": "date-time",
      -    "type": "string"
      -  },
      -  "vestingTotalMonths": {
      -    "type": "integer"
      -  }
      -}
    • removedOutput schema / properties / shareholder / type
      Removed value: -"object"
  3. First observed

TDQS

A4/5.0
Behavior3/5

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

The annotations only declare openWorldHint=false and destructiveHint=false, so the description still carries most of the burden. It adds real value by disclosing the refusal condition (filing under way) and the carry-over behavior at signing, though it never states the permission requirements, whether the write is reversible, or what happens on duplicate entry.

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

Conciseness5/5

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

Four short sentences, no filler, with the core action stated first and the constraints (100% total, refused after filing) following in priority order. Every sentence carries information the agent needs.

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

Completeness5/5

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

An output schema exists so return-value detail is not required, yet the description still notes that the response reports total ownership. For a mutation tool with nine parameters and sparse schema coverage, the description covers purpose, preconditions, and the critical 100% invariant; only the role enum is left to the schema.

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 description coverage is only 11%, so the description must compensate, and it partially does: it enumerates name, ownership percentage, address, and optional email/phone, and explains that ownershipPercentage accumulates toward a required 100% total. It leaves role, addressType, and the formationId wrapper object unexplained even though role has an enum of six values that materially changes what is created.

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 opens with a specific verb and resource ('Adds one owner ... to a formation') and clarifies the domain term with a parenthetical ('an LLC member or a shareholder'). It does not name sibling tools such as formation_update_shareholder, formation_remove_shareholder, or cap_table_create_cap_table_stakeholder, so the agent must infer the boundary from the formation scoping alone.

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

Usage Guidelines4/5

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

It gives explicit lifecycle conditions: valid before the founder signs in, owners carry over on signing, and the call is refused once the filing is under way. That is clear when-to-use and when-not guidance. It stops short of naming an alternative tool to use once filing has begun, which would be needed for a 5.

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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