Lovie Company Formation

Extract Cap Table

formation_extract_cap_table

Runs vision OCR on an uploaded cap table file and returns the extracted rows without persisting them. Each row may include a vesting schedule (vesting_start_date / vesting_total_months / vesting_cliff_months) for service equity held by founders, employees, and advisors. PRESERVE these vesting fields and pass them through to RecordCapTableInvestment when creating each holding — do not drop them or record such holdings as fully vested. Investor instruments (SAFE, preferred) carry no vesting.

Input Schema

TableJSON Schema

Name	Required	Description
`mimeType`	No
`formationId`	Yes	UUID value wrapper.
`sourceS3Uri`	No

Output Schema

TableJSON Schema

Name	Required	Description	Default
`warnings`	No
`formationId`	No
`sourceS3Uri`	No
`totalShares`	No
`ocrConfidence`	No
`sourceTotalShares`	No
`extractedShareholders`	No
`totalOwnershipPercentage`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedOct 8, 2026

changedOutput schema / properties / extractedShareholders / items / properties / safeTerms / anyOf

Previous value: -[
-  {
-    "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"
-  }
-]New value: +[
+  {
+    "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"
+  }
+]

Changed30 schema fields changedSep 10, 2026

addedOutput schema / properties / extractedShareholders / items / properties / address / anyOf

Added value: +[
+  {
+    "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"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / address / properties

Removed value: -{
-  "city": {
-    "type": "string"
-  },
-  "country": {
-    "type": "string"
-  },
-  "county": {
-    "type": "string"
-  },
-  "state": {
-    "type": "string"
-  },
-  "street1": {
-    "type": "string"
-  },
-  "street2": {
-    "type": "string"
-  },
-  "zipCode": {
-    "type": "string"
-  }
-}

removedOutput schema / properties / extractedShareholders / items / properties / address / type
```
Removed value: -"object"
```

addedOutput schema / properties / extractedShareholders / items / properties / addressType

Added value: +{
+  "enum": [
+    "ADDRESS_TYPE_UNSPECIFIED",
+    "ADDRESS_TYPE_RESIDENTIAL",
+    "ADDRESS_TYPE_BUSINESS"
+  ],
+  "type": "string"
+}

addedOutput schema / properties / extractedShareholders / items / properties / dateOfBirth
```
Added value: +{
+  "type": "string"
+}
```

addedOutput schema / properties / extractedShareholders / items / properties / effectiveDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / effectiveDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / extractedShareholders / items / properties / effectiveDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / extractedShareholders / items / properties / id / anyOf

Added value: +[
+  {
+    "description": "UUID value wrapper.",
+    "properties": {
+      "value": {
+        "format": "uuid",
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / id / description
```
Removed value: -"UUID value wrapper."
```
removedOutput schema / properties / extractedShareholders / items / properties / id / properties
```
Removed value: -{
-  "value": {
-    "format": "uuid",
-    "type": "string"
-  }
-}
```
removedOutput schema / properties / extractedShareholders / items / properties / id / type
```
Removed value: -"object"
```

addedOutput schema / properties / extractedShareholders / items / properties / issueDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / issueDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / extractedShareholders / items / properties / issueDate / type
```
Removed value: -"string"
```

addedOutput schema / properties / extractedShareholders / items / properties / safeTerms / anyOf

Added value: +[
+  {
+    "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"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / safeTerms / properties

Removed value: -{
-  "discountPercentage": {
-    "type": "string"
-  },
-  "investmentAmountCents": {
-    "type": "string"
-  },
-  "postMoney": {
-    "type": "boolean"
-  },
-  "safeIssueDate": {
-    "format": "date-time",
-    "type": "string"
-  },
-  "signedByName": {
-    "type": "string"
-  },
-  "signedByTitle": {
-    "type": "string"
-  },
-  "valuationCapCents": {
-    "type": "string"
-  }
-}

removedOutput schema / properties / extractedShareholders / items / properties / safeTerms / type
```
Removed value: -"object"
```

addedOutput schema / properties / extractedShareholders / items / properties / signedDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / signedDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / extractedShareholders / items / properties / signedDate / type
```
Removed value: -"string"
```
addedOutput schema / properties / extractedShareholders / items / properties / ssnLast4
```
Added value: +{
+  "type": "string"
+}
```

addedOutput schema / properties / extractedShareholders / items / properties / vestingStartDate / anyOf

Added value: +[
+  {
+    "format": "date-time",
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / extractedShareholders / items / properties / vestingStartDate / format
```
Removed value: -"date-time"
```
removedOutput schema / properties / extractedShareholders / items / properties / vestingStartDate / type
```
Removed value: -"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 / sourceTotalShares
```
Added value: +{
+  "type": "string"
+}
```

First observedAug 11, 2026

TDQS

B3.4/5.0

Behavior4/5

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

Annotations only declare openWorldHint=false and destructiveHint=false. The description adds genuinely useful behavioral context beyond them: the operation is non-persisting, rows may carry vesting fields, and those fields must be preserved rather than recorded as fully vested. It does not state auth/rate-limit or error behavior, but the added context is substantial.

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?

Front-loaded with the core operation, then the vesting caveat, then the downstream instruction. Three sentences, all earning their place, with emphasis caps drawing attention to the critical preservation rule. Slightly long but well organized.

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

Completeness3/5

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, and the description appropriately focuses on the vesting pass-through behavior. However, it leaves the input parameters unexplained and never disambiguates from formation_extract_cap_table_ocr, both of which an agent needs to call this correctly.

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

Parameters2/5

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

Schema description coverage is only 33% (only formationId is documented, as a generic 'UUID value wrapper'). The description never mentions mimeType, sourceS3Uri, or formationId, so it fails to compensate for the undocumented input parameters. The field names it does discuss (vesting_*) are outputs, not inputs.

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?

States a specific verb and resource ('runs vision OCR on an uploaded cap table file') plus a scoping behavior ('returns the extracted rows without persisting them'). This is clear enough to distinguish from generic import tools, but it does not differentiate from the near-identical sibling formation_extract_cap_table_ocr, which an agent could easily confuse with it.

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

Usage Guidelines3/5

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

The description implies the usage context (extracting cap table rows) and gives strong downstream workflow guidance ('pass them through to RecordCapTableInvestment'), but it never states when to use this tool versus the _ocr sibling or the other extract_*_ocr tools. Usage is inferable but not explicit.

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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