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Lovie Company Formation

Add Shareholder

formation_add_shareholder

AddShareholder adds a shareholder or LLC member

Input Schema

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

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
formationIdNo
shareholderNo
totalOwnershipNo
ownershipCompleteNo
totalShareholdersNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. 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"
  2. First observed

TDQS

C2.4/5.0
Behavior2/5

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

The annotations only indicate openWorldHint=false and destructiveHint=false; they do not establish whether this is a read-only or mutating operation. The description adds no behavioral context about side effects, required formation state, ownership implications, or what the response contains, which is a significant gap for a write-oriented tool.

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

Conciseness3/5

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

The description is a single concise sentence with no filler and the action is front-loaded. However, it largely restates the tool name and title, adding only the 'or LLC member' clarification, so the conciseness comes at the cost of not earning its place with meaningful new information.

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

Completeness2/5

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

With 9 parameters, a nested address object, enums, and only one required field, an agent needs more context about which fields are meaningful and what this operation does to the formation. The description supplies none of that, and the presence of an output schema does not compensate for missing selection and behavioral guidance.

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

Parameters1/5

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

Schema description coverage is only 11% (just the formationId wrapper), so the description needed to explain key parameters like role, ownershipPercentage, email, and address. It mentions 'shareholder or LLC member' but does not map this to any parameter, leaving the agent without semantic help for the other 8 parameters.

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

Purpose4/5

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

The description uses a clear verb ('adds') and names the resource ('a shareholder or LLC member'), so an agent can tell it creates an owner on a formation. However, it does not explicitly distinguish this from sibling tools like formation_update_shareholder or formation_remove_shareholder; it is largely the title restated with a slight entity clarification.

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

Usage Guidelines2/5

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

No guidance is given about when to use this tool versus alternatives such as formation_update_shareholder, formation_set_share_structure, or cap_table_create_cap_table_stakeholder. There are no prerequisites, exclusions, or contextual cues, so the agent must infer usage purely from the tool name.

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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