formation_set_company_setup_detailsRecords a formation's alternate name, business purpose, company stage and Delaware filing speed. Any field left out is unchanged rather than cleared.
| Name | Required | Description | Default |
|---|---|---|---|
| purpose | No | ||
| formationId | Yes | UUID value wrapper. | |
| companyStage | No | ||
| alternateName | No | ||
| processingSpeed | No |
| Name | Required | Description | Default |
|---|---|---|---|
| formation | No |
Changes observed during successful MCP inspections.
Output schema / properties / formation / anyOfPrevious value: -[
- {
- "properties": {
- "acknowledgedWarnings": {
- "items": {
- "type": "string"
- },
- "type": "array"
- },
- "addressSource": {
- "enum": [
- "ADDRESS_SOURCE_UNSPECIFIED",
- "ADDRESS_SOURCE_OWN",
- "ADDRESS_SOURCE_NEED_ASSISTANCE"
- ],
- "type": "string"
- },
- "alternateName": {
- "type": "string"
- },
- "assignedAgent": {
- "anyOf": [
- {
- "properties": {
- "email": {
- "type": "string"
- },
- "fullName": {
- "type": "string"
- },
- "id": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "authorizedParty": {
- "anyOf": [
- {
- "properties": {
- "email": {
- "type": "string"
- },
- "name": {
- "anyOf": [
- {
- "description": "Human-readable name (1-255 Unicode chars).",
- "properties": {
- "value": {
- "maxLength": 255,
- "minLength": 1,
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "phone": {
- "type": "string"
- },
- "title": {
- "type": "string"
- }
- },
- "required": [
- "name"
- ],
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "bankingIntent": {
- "anyOf": [
- {
- "properties": {
- "cardPreference": {
- "enum": [
- "CARD_PREFERENCE_UNSPECIFIED",
- "CARD_PREFERENCE_VIRTUAL_ONLY",
- "CARD_PREFERENCE_PHYSICAL_AND_VIRTUAL"
- ],
- "type": "string"
- },
- "cardShippingAddress": {
- "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"
- }
- ]
- },
- "expectedMonthlySpend": {
- "enum": [
- "MONTHLY_SPEND_BAND_UNSPECIFIED",
- "MONTHLY_SPEND_BAND_UNDER_5K",
- "MONTHLY_SPEND_BAND_FROM_5K_TO_25K",
- "MONTHLY_SPEND_BAND_FROM_25K_TO_100K",
- "MONTHLY_SPEND_BAND_OVER_100K"
- ],
- "type": "string"
- },
- "openWhenEinReady": {
- "type": "boolean"
- },
- "recordedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "shipCardsToHomeAddress": {
- "type": "boolean"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "businessDescription": {
- "type": "string"
- },
- "certificateData": {
- "anyOf": [
- {
- "properties": {
- "approvedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "certificateId": {
- "type": "string"
- },
- "downloadUrl": {
- "type": "string"
- },
- "expiresAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "generatedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "s3Uri": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "certificateFiled": {
- "type": "boolean"
- },
- "certificateStamped": {
- "type": "boolean"
- },
- "certificateUrl": {
- "type": "string"
- },
- "cohortDeal": {
- "anyOf": [
- {
- "properties": {
- "currencyCode": {
- "type": "string"
- },
- "discountRate": {
- "type": "string"
- },
- "displayHeadline": {
- "anyOf": [
- {
- "description": "Free-form description (max 5000 chars).",
- "properties": {
- "value": {
- "maxLength": 5000,
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "instrument": {
- "type": "string"
- },
- "investmentAmount": {
- "type": "string"
- },
- "investorLegalName": {
- "anyOf": [
- {
- "description": "Human-readable name (1-255 Unicode chars).",
- "properties": {
- "value": {
- "maxLength": 255,
- "minLength": 1,
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "mfn": {
- "type": "boolean"
- },
- "proRata": {
- "type": "boolean"
- },
- "valuationCap": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "cohortDealTermsId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "companyAddress": {
- "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"
- }
- ]
- },
- "companyId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "companyName": {
- "type": "string"
- },
- "companyStage": {
- "enum": [
- "COMPANY_STAGE_UNSPECIFIED",
- "COMPANY_STAGE_IDEA",
- "COMPANY_STAGE_BUILDING",
- "COMPANY_STAGE_REVENUE"
- ],
- "type": "string"
- },
- "confirmationNumber": {
- "type": "string"
- },
- "conversationHistory": {
- "items": {
- "properties": {
- "content": {
- "type": "string"
- },
- "role": {
- "type": "string"
- },
- "timestamp": {
- "type": "string"
- },
- "tool": {
- "type": "string"
- }
- },
- "type": "object"
- },
- "type": "array"
- },
- "createdAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "currentStep": {
- "enum": [
- "FORMATION_STEP_UNSPECIFIED",
- "FORMATION_STEP_CREATED",
- "FORMATION_STEP_BUSINESS_DESCRIBED",
- "FORMATION_STEP_STATE_SELECTED",
- "FORMATION_STEP_TYPE_SELECTED",
- "FORMATION_STEP_ENDING_SELECTED",
- "FORMATION_STEP_NAME_SET",
- "FORMATION_STEP_NAME_CHECKED",
- "FORMATION_STEP_COMPANY_ADDRESS_SET",
- "FORMATION_STEP_AGENT_SET",
- "FORMATION_STEP_SHARES_SET",
- "FORMATION_STEP_SHAREHOLDERS_ADDED",
- "FORMATION_STEP_AUTHORIZED_PARTY_SET",
- "FORMATION_STEP_CERTIFICATE_GENERATED",
- "FORMATION_STEP_CERTIFICATE_APPROVED",
- "FORMATION_STEP_COMPLETED",
- "FORMATION_STEP_FOUNDER_PROFILE_SET",
- "FORMATION_STEP_TEAM_EQUITY_SET",
- "FORMATION_STEP_DEAL_CONFIRMED",
- "FORMATION_STEP_BANKING_INTENT_SET",
- "FORMATION_STEP_SIGNED",
- "FORMATION_STEP_INDUSTRY_SET"
- ],
- "type": "string"
- },
- "dealTermsConfirmedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "directorsAndOfficers": {
- "items": {
- "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"
- }
- ]
- },
- "email": {
- "type": "string"
- },
- "id": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "name": {
- "anyOf": [
- {
- "description": "Human-readable name (1-255 Unicode chars).",
- "properties": {
- "value": {
- "maxLength": 255,
- "minLength": 1,
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "phone": {
- "type": "string"
- },
- "title": {
- "type": "string"
- },
- "type": {
- "type": "string"
- }
- },
- "required": [
- "name"
- ],
- "type": "object"
- },
- "type": "array"
- },
- "effectiveDate": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "einDocument": {
- "anyOf": [
- {
- "properties": {
- "contentType": {
- "type": "string"
- },
- "fileName": {
- "type": "string"
- },
- "s3Bucket": {
- "type": "string"
- },
- "s3Key": {
- "type": "string"
- },
- "uploadedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "einFiled": {
- "type": "boolean"
- },
- "einNumber": {
- "type": "string"
- },
- "einReceived": {
- "type": "boolean"
- },
- "election83b": {
- "anyOf": [
- {
- "properties": {
- "companyAddress": {
- "anyOf": [
- {
- "properties": {
- "city": {
- "type": "string"
- },
- "country": {
- "type": "string"
- },
- "line1": {
- "type": "string"
- },
- "state": {
- "type": "string"
- },
- "zip": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "deadline": {
- "type": "string"
- },
- "fmvPerShare": {
- "type": "number"
- },
- "generatedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "grantDate": {
- "type": "string"
- },
- "irsServiceCenter": {
- "enum": [
- "IRS_SERVICE_CENTER_UNSPECIFIED",
- "IRS_SERVICE_CENTER_AUSTIN",
- "IRS_SERVICE_CENTER_KANSAS_CITY",
- "IRS_SERVICE_CENTER_OGDEN"
- ],
- "type": "string"
- },
- "isNonResidentAlien": {
- "type": "boolean"
- },
- "itinAppliedFor": {
- "type": "boolean"
- },
- "lateFiling": {
- "type": "boolean"
- },
- "paidPerShare": {
- "type": "number"
- },
- "restrictions": {
- "type": "string"
- },
- "shareQuantity": {
- "type": "string"
- },
- "signatureAnchor": {
- "anyOf": [
- {
- "properties": {
- "date": {
- "anyOf": [
- {
- "properties": {
- "fontSize": {
- "type": "number"
- },
- "xFromLeft": {
- "type": "number"
- },
- "yFromBottom": {
- "type": "number"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "pageHeight": {
- "type": "number"
- },
- "pageIndex": {
- "type": "integer"
- },
- "pageWidth": {
- "type": "number"
- },
- "signature": {
- "anyOf": [
- {
- "properties": {
- "height": {
- "type": "number"
- },
- "width": {
- "type": "number"
- },
- "xFromLeft": {
- "type": "number"
- },
- "yFromBottom": {
- "type": "number"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "signatureEnvelopeId": {
- "type": "string"
- },
- "signedAt": {
- "type": "string"
- },
- "signedPdfS3Bucket": {
- "type": "string"
- },
- "signedPdfS3Key": {
- "type": "string"
- },
- "signedPdfSha256": {
- "type": "string"
- },
- "stateOfIncorporation": {
- "type": "string"
- },
- "stockClass": {
- "type": "string"
- },
- "taxableYear": {
- "type": "string"
- },
- "taxpayerAddress": {
- "anyOf": [
- {
- "properties": {
- "city": {
- "type": "string"
- },
- "country": {
- "type": "string"
- },
- "line1": {
- "type": "string"
- },
- "state": {
- "type": "string"
- },
- "zip": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "taxpayerName": {
- "type": "string"
- },
- "unsignedPdfS3Bucket": {
- "type": "string"
- },
- "unsignedPdfS3Key": {
- "type": "string"
- },
- "unsignedPdfSha256": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "election83bIntent": {
- "type": "boolean"
- },
- "entityEnding": {
- "type": "string"
- },
- "entityType": {
- "enum": [
- "ENTITY_TYPE_UNSPECIFIED",
- "ENTITY_TYPE_LLC",
- "ENTITY_TYPE_C_CORP",
- "ENTITY_TYPE_S_CORP"
- ],
- "type": "string"
- },
- "fieldProvenance": {
- "anyOf": [
- {
- "additionalProperties": true,
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "filedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "filingError": {
- "type": "string"
- },
- "filingFeeCollectedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "formationOrderPurchased": {
- "type": "boolean"
- },
- "formationOrderStatus": {
- "type": "string"
- },
- "founderExperience": {
- "type": "string"
- },
- "founderInviteId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "founderProfile": {
- "anyOf": [
- {
- "properties": {
- "companyRole": {
- "enum": [
- "FOUNDER_COMPANY_ROLE_UNSPECIFIED",
- "FOUNDER_COMPANY_ROLE_CEO",
- "FOUNDER_COMPANY_ROLE_CTO",
- "FOUNDER_COMPANY_ROLE_OTHER"
- ],
- "type": "string"
- },
- "companyRoleOther": {
- "type": "string"
- },
- "dateOfBirth": {
- "type": "string"
- },
- "email": {
- "type": "string"
- },
- "firstName": {
- "type": "string"
- },
- "homeAddress": {
- "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"
- }
- ]
- },
- "lastName": {
- "type": "string"
- },
- "linkedinUrl": {
- "type": "string"
- },
- "livesOutsideUs": {
- "type": "boolean"
- },
- "phone": {
- "type": "string"
- },
- "phoneCountryCode": {
- "type": "string"
- },
- "primaryLocationCountry": {
- "type": "string"
- },
- "updatedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "usWorkAuthorization": {
- "enum": [
- "US_WORK_AUTHORIZATION_UNSPECIFIED",
- "US_WORK_AUTHORIZATION_CITIZEN_OR_PERMANENT_RESIDENT",
- "US_WORK_AUTHORIZATION_VISA_HOLDER",
- "US_WORK_AUTHORIZATION_NOT_AUTHORIZED"
- ],
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "governmentMail": {
- "items": {
- "properties": {
- "contentType": {
- "type": "string"
- },
- "fileName": {
- "type": "string"
- },
- "s3Bucket": {
- "type": "string"
- },
- "s3Key": {
- "type": "string"
- },
- "uploadedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "type": "object"
- },
- "type": "array"
- },
- "guidanceResult": {
- "anyOf": [
- {
- "properties": {
- "confidence": {
- "type": "string"
- },
- "indicators": {
- "items": {
- "properties": {
- "category": {
- "type": "string"
- },
- "keywords": {
- "items": {
- "type": "string"
- },
- "type": "array"
- },
- "level": {
- "type": "string"
- }
- },
- "type": "object"
- },
- "type": "array"
- },
- "reason": {
- "type": "string"
- },
- "suggestedType": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "hasSsn": {
- "type": "boolean"
- },
- "id": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "incorporator": {
- "anyOf": [
- {
- "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"
- }
- ]
- },
- "name": {
- "anyOf": [
- {
- "description": "Human-readable name (1-255 Unicode chars).",
- "properties": {
- "value": {
- "maxLength": 255,
- "minLength": 1,
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "name"
- ],
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "naicsCode": {
- "type": "string"
- },
- "nameCheckResult": {
- "anyOf": [
- {
- "properties": {
- "available": {
- "anyOf": [
- {
- "properties": {
- "value": {
- "type": "boolean"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
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- "canContinue": {
- "type": "boolean"
- },
- "checkedAt": {
- "type": "string"
- },
- "error": {
- "type": "boolean"
- },
- "message": {
- "type": "string"
- },
- "reason": {
- "type": "string"
- },
- "responseTimeMs": {
- "type": "string"
- },
- "suggestions": {
- "items": {
- "type": "string"
- },
- "type": "array"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "nameReservationNumber": {
- "type": "string"
- },
- "needsVirtualPostMail": {
- "type": "boolean"
- },
- "notes": {
- "type": "string"
- },
- "officialEinDocument": {
- "anyOf": [
- {
- "properties": {
- "contentType": {
- "type": "string"
- },
- "fileName": {
- "type": "string"
- },
- "s3Bucket": {
- "type": "string"
- },
- "s3Key": {
- "type": "string"
- },
- "uploadedAt": {
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- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- }
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- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "partnerCohortId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "partnerOrgId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "partnerPays": {
- "type": "boolean"
- },
- "paymentCompletedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "paymentStatus": {
- "enum": [
- "PAYMENT_STATUS_UNSPECIFIED",
- "PAYMENT_STATUS_PENDING",
- "PAYMENT_STATUS_COMPLETED",
- "PAYMENT_STATUS_FAILED",
- "PAYMENT_STATUS_REFUNDED"
- ],
- "type": "string"
- },
- "physicalBusinessAddress": {
- "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"
- }
- ]
- },
- "postFormationDocuments": {
- "items": {
- "properties": {
- "contentType": {
- "type": "string"
- },
- "fileName": {
- "type": "string"
- },
- "s3Bucket": {
- "type": "string"
- },
- "s3Key": {
- "type": "string"
- },
- "uploadedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "type": "object"
- },
- "type": "array"
- },
- "processingSpeed": {
- "enum": [
- "PROCESSING_SPEED_UNSPECIFIED",
- "PROCESSING_SPEED_REGULAR",
- "PROCESSING_SPEED_TWENTY_FOUR_HOUR",
- "PROCESSING_SPEED_SAME_DAY",
- "PROCESSING_SPEED_TWO_HOUR",
- "PROCESSING_SPEED_ONE_HOUR"
- ],
- "type": "string"
- },
- "purpose": {
- "type": "string"
- },
- "referenceCode": {
- "type": "string"
- },
- "referralCode": {
- "type": "string"
- },
- "registeredAgent": {
- "anyOf": [
- {
- "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"
- }
- ]
- },
- "email": {
- "type": "string"
- },
- "isDefault": {
- "type": "boolean"
- },
- "name": {
- "anyOf": [
- {
- "description": "Human-readable name (1-255 Unicode chars).",
- "properties": {
- "value": {
- "maxLength": 255,
- "minLength": 1,
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
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- ]
- },
- "phone": {
- "type": "string"
- }
- },
- "required": [
- "name"
- ],
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "registeredAgentPurchased": {
- "type": "boolean"
- },
- "selectedDomain": {
- "type": "string"
- },
- "sessionId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
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- ]
- },
- "shareStructure": {
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- {
- "properties": {
- "authorizedShares": {
- "type": "string"
- },
- "isDefault": {
- "type": "boolean"
- },
- "parValuePerShare": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "shareholders": {
- "items": {
- "properties": {
- "address": {
- "anyOf": [
- {
- "properties": {
- "city": {
- "type": "string"
- },
- "country": {
- "type": "string"
- },
- "county": {
- "type": "string"
- },
- "state": {
- "type": "string"
- },
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- "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": "array"
- },
- "signedEinDocument": {
- "anyOf": [
- {
- "properties": {
- "contentType": {
- "type": "string"
- },
- "fileName": {
- "type": "string"
- },
- "s3Bucket": {
- "type": "string"
- },
- "s3Key": {
- "type": "string"
- },
- "uploadedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "source": {
- "enum": [
- "FORMATION_SOURCE_UNSPECIFIED",
- "FORMATION_SOURCE_WEB",
- "FORMATION_SOURCE_MCP",
- "FORMATION_SOURCE_CLI",
- "FORMATION_SOURCE_AGENTS",
- "FORMATION_SOURCE_CONVERSATIONAL",
- "FORMATION_SOURCE_NAME_GEN",
- "FORMATION_SOURCE_WHATSAPP",
- "FORMATION_SOURCE_TELEGRAM",
- "FORMATION_SOURCE_LANDING"
- ],
- "type": "string"
- },
- "stampedCertificate": {
- "anyOf": [
- {
- "properties": {
- "contentType": {
- "type": "string"
- },
- "fileName": {
- "type": "string"
- },
- "s3Bucket": {
- "type": "string"
- },
- "s3Key": {
- "type": "string"
- },
- "uploadedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "stateOfFormation": {
- "type": "string"
- },
- "status": {
- "enum": [
- "FORMATION_STATUS_UNSPECIFIED",
- "FORMATION_STATUS_INITIATED",
- "FORMATION_STATUS_IN_PROGRESS",
- "FORMATION_STATUS_PAYMENT_PENDING",
- "FORMATION_STATUS_PAYMENT_COMPLETE",
- "FORMATION_STATUS_FILING_IN_PROGRESS",
- "FORMATION_STATUS_COMPLETED",
- "FORMATION_STATUS_FAILED",
- "FORMATION_STATUS_CANCELLED",
- "FORMATION_STATUS_IMPORTED"
- ],
- "type": "string"
- },
- "submittedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "submitter": {
- "anyOf": [
- {
- "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"
- }
- ]
- },
- "email": {
- "type": "string"
- },
- "firstName": {
- "type": "string"
- },
- "lastName": {
- "type": "string"
- },
- "phone": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "updatedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "userId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
-]New value: +[
+ {
+ "properties": {
+ "acknowledgedWarnings": {
+ "items": {
+ "type": "string"
+ },
+ "type": "array"
+ },
+ "addressSource": {
+ "enum": [
+ "ADDRESS_SOURCE_UNSPECIFIED",
+ "ADDRESS_SOURCE_OWN",
+ "ADDRESS_SOURCE_NEED_ASSISTANCE"
+ ],
+ "type": "string"
+ },
+ "alternateName": {
+ "type": "string"
+ },
+ "assignedAgent": {
+ "anyOf": [
+ {
+ "properties": {
+ "email": {
+ "type": "string"
+ },
+ "fullName": {
+ "type": "string"
+ },
+ "id": {
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "authorizedParty": {
+ "anyOf": [
+ {
+ "properties": {
+ "email": {
+ "type": "string"
+ },
+ "name": {
+ "anyOf": [
+ {
+ "description": "Human-readable name (1-255 Unicode chars).",
+ "properties": {
+ "value": {
+ "maxLength": 255,
+ "minLength": 1,
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "phone": {
+ "type": "string"
+ },
+ "title": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "name"
+ ],
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "bankingIntent": {
+ "anyOf": [
+ {
+ "properties": {
+ "cardPreference": {
+ "enum": [
+ "CARD_PREFERENCE_UNSPECIFIED",
+ "CARD_PREFERENCE_VIRTUAL_ONLY",
+ "CARD_PREFERENCE_PHYSICAL_AND_VIRTUAL"
+ ],
+ "type": "string"
+ },
+ "cardShippingAddress": {
+ "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"
+ }
+ ]
+ },
+ "expectedMonthlySpend": {
+ "enum": [
+ "MONTHLY_SPEND_BAND_UNSPECIFIED",
+ "MONTHLY_SPEND_BAND_UNDER_5K",
+ "MONTHLY_SPEND_BAND_FROM_5K_TO_25K",
+ "MONTHLY_SPEND_BAND_FROM_25K_TO_100K",
+ "MONTHLY_SPEND_BAND_OVER_100K"
+ ],
+ "type": "string"
+ },
+ "openWhenEinReady": {
+ "type": "boolean"
+ },
+ "recordedAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "shipCardsToHomeAddress": {
+ "type": "boolean"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "businessDescription": {
+ "type": "string"
+ },
+ "certificateData": {
+ "anyOf": [
+ {
+ "properties": {
+ "approvedAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "certificateId": {
+ "type": "string"
+ },
+ "downloadUrl": {
+ "type": "string"
+ },
+ "expiresAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "generatedAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "s3Uri": {
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "certificateFiled": {
+ "type": "boolean"
+ },
+ "certificateStamped": {
+ "type": "boolean"
+ },
+ "certificateUrl": {
+ "type": "string"
+ },
+ "cohortDeal": {
+ "anyOf": [
+ {
+ "properties": {
+ "currencyCode": {
+ "type": "string"
+ },
+ "discountRate": {
+ "type": "string"
+ },
+ "displayHeadline": {
+ "anyOf": [
+ {
+ "description": "Free-form description (max 5000 chars).",
+ "properties": {
+ "value": {
+ "maxLength": 5000,
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "instrument": {
+ "type": "string"
+ },
+ "investmentAmount": {
+ "type": "string"
+ },
+ "investorLegalName": {
+ "anyOf": [
+ {
+ "description": "Human-readable name (1-255 Unicode chars).",
+ "properties": {
+ "value": {
+ "maxLength": 255,
+ "minLength": 1,
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "mfn": {
+ "type": "boolean"
+ },
+ "proRata": {
+ "type": "boolean"
+ },
+ "valuationCap": {
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "cohortDealTermsId": {
+ "anyOf": [
+ {
+ "description": "UUID value wrapper.",
+ "properties": {
+ "value": {
+ "format": "uuid",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "companyAddress": {
+ "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"
+ }
+ ]
+ },
+ "companyId": {
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+ "COMPANY_STAGE_IDEA",
+ "COMPANY_STAGE_BUILDING",
+ "COMPANY_STAGE_REVENUE"
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+ "FORMATION_STEP_CREATED",
+ "FORMATION_STEP_BUSINESS_DESCRIBED",
+ "FORMATION_STEP_STATE_SELECTED",
+ "FORMATION_STEP_TYPE_SELECTED",
+ "FORMATION_STEP_ENDING_SELECTED",
+ "FORMATION_STEP_NAME_SET",
+ "FORMATION_STEP_NAME_CHECKED",
+ "FORMATION_STEP_COMPANY_ADDRESS_SET",
+ "FORMATION_STEP_AGENT_SET",
+ "FORMATION_STEP_SHARES_SET",
+ "FORMATION_STEP_SHAREHOLDERS_ADDED",
+ "FORMATION_STEP_AUTHORIZED_PARTY_SET",
+ "FORMATION_STEP_CERTIFICATE_GENERATED",
+ "FORMATION_STEP_CERTIFICATE_APPROVED",
+ "FORMATION_STEP_COMPLETED",
+ "FORMATION_STEP_FOUNDER_PROFILE_SET",
+ "FORMATION_STEP_TEAM_EQUITY_SET",
+ "FORMATION_STEP_DEAL_CONFIRMED",
+ "FORMATION_STEP_BANKING_INTENT_SET",
+ "FORMATION_STEP_SIGNED",
+ "FORMATION_STEP_INDUSTRY_SET"
+ ],
+ "type": "string"
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+ {
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+ "type": "string"
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+ "minLength": 1,
+ "type": "string"
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+ "einReceived": {
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+ "IRS_SERVICE_CENTER_AUSTIN",
+ "IRS_SERVICE_CENTER_KANSAS_CITY",
+ "IRS_SERVICE_CENTER_OGDEN"
+ ],
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+ "ENTITY_TYPE_LLC",
+ "ENTITY_TYPE_C_CORP",
+ "ENTITY_TYPE_S_CORP"
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+ "FOUNDER_COMPANY_ROLE_CEO",
+ "FOUNDER_COMPANY_ROLE_CTO",
+ "FOUNDER_COMPANY_ROLE_OTHER"
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+ "livesOutsideUs": {
+ "type": "boolean"
+ },
+ "phone": {
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+ "phoneCountryCode": {
+ "type": "string"
+ },
+ "primaryLocationCountry": {
+ "type": "string"
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+ "updatedAt": {
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+ {
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+ "US_WORK_AUTHORIZATION_CITIZEN_OR_PERMANENT_RESIDENT",
+ "US_WORK_AUTHORIZATION_VISA_HOLDER",
+ "US_WORK_AUTHORIZATION_NOT_AUTHORIZED"
+ ],
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+ "PAYMENT_STATUS_COMPLETED",
+ "PAYMENT_STATUS_FAILED",
+ "PAYMENT_STATUS_REFUNDED"
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+ "PROCESSING_SPEED_REGULAR",
+ "PROCESSING_SPEED_TWENTY_FOUR_HOUR",
+ "PROCESSING_SPEED_SAME_DAY",
+ "PROCESSING_SPEED_TWO_HOUR",
+ "PROCESSING_SPEED_ONE_HOUR"
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+ "shareholders": {
+ "items": {
+ "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": "array"
+ },
+ "signedEinDocument": {
+ "anyOf": [
+ {
+ "properties": {
+ "contentType": {
+ "type": "string"
+ },
+ "fileName": {
+ "type": "string"
+ },
+ "s3Bucket": {
+ "type": "string"
+ },
+ "s3Key": {
+ "type": "string"
+ },
+ "uploadedAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "source": {
+ "enum": [
+ "FORMATION_SOURCE_UNSPECIFIED",
+ "FORMATION_SOURCE_WEB",
+ "FORMATION_SOURCE_MCP",
+ "FORMATION_SOURCE_CLI",
+ "FORMATION_SOURCE_AGENTS",
+ "FORMATION_SOURCE_CONVERSATIONAL",
+ "FORMATION_SOURCE_NAME_GEN",
+ "FORMATION_SOURCE_WHATSAPP",
+ "FORMATION_SOURCE_TELEGRAM",
+ "FORMATION_SOURCE_LANDING"
+ ],
+ "type": "string"
+ },
+ "stampedCertificate": {
+ "anyOf": [
+ {
+ "properties": {
+ "contentType": {
+ "type": "string"
+ },
+ "fileName": {
+ "type": "string"
+ },
+ "s3Bucket": {
+ "type": "string"
+ },
+ "s3Key": {
+ "type": "string"
+ },
+ "uploadedAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "stateOfFormation": {
+ "type": "string"
+ },
+ "status": {
+ "enum": [
+ "FORMATION_STATUS_UNSPECIFIED",
+ "FORMATION_STATUS_INITIATED",
+ "FORMATION_STATUS_IN_PROGRESS",
+ "FORMATION_STATUS_PAYMENT_PENDING",
+ "FORMATION_STATUS_PAYMENT_COMPLETE",
+ "FORMATION_STATUS_FILING_IN_PROGRESS",
+ "FORMATION_STATUS_COMPLETED",
+ "FORMATION_STATUS_FAILED",
+ "FORMATION_STATUS_CANCELLED",
+ "FORMATION_STATUS_IMPORTED"
+ ],
+ "type": "string"
+ },
+ "submittedAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "submitter": {
+ "anyOf": [
+ {
+ "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"
+ }
+ ]
+ },
+ "email": {
+ "type": "string"
+ },
+ "firstName": {
+ "type": "string"
+ },
+ "lastName": {
+ "type": "string"
+ },
+ "phone": {
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "updatedAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "userId": {
+ "anyOf": [
+ {
+ "description": "UUID value wrapper.",
+ "properties": {
+ "value": {
+ "format": "uuid",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+]Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
The sentence 'Any field left out is unchanged rather than cleared' adds a genuine partial-update/merge semantic that annotations (openWorldHint: false, destructiveHint: false) do not convey — this is valuable beyond structured fields and consistent with destructiveHint: false. However, the description does not disclose other behavioral traits such as whether the formation must already exist, permission requirements, idempotency, or side effects on filing processes.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences with zero redundancy: the first front-loads the verb, resource, and all four affected fields; the second delivers the critical merge semantics. Every word earns its place, and there is no fluff or repetition of schema contents.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given a moderate-complexity 5-param tool with an output schema, the description covers the essential facts (which fields, merge behavior) but leaves gaps: no note on when to use this versus formation_update_formation, no explanation of the two enum value sets' practical differences beyond 'Delaware filing speed', and no prerequisite context. Output schema presence relieves the need to document return values, but the routing and enum semantics gaps keep it from being complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
With schema description coverage at only 20%, the description must compensate, and it partially does: it maps purpose→'business purpose' and clarifies processingSpeed as 'Delaware filing speed', which the bare enum names (PROCESSING_SPEED_TWENTY_FOUR_HOUR, etc.) do not explain. But it adds nothing about formationId's role or the meaning of the companyStage enum values, leaving those to the schema's weak 'UUID value wrapper' note.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb ('Records') with an explicit resource (a formation) and enumerates the exact fields it manages: alternate name, business purpose, company stage, and Delaware filing speed. The field list implicitly distinguishes it from siblings like formation_set_company_name and formation_set_company_address, though it never names those alternatives or contrasts against the broader formation_update_formation.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No explicit guidance is given about when to choose this tool over the many sibling setters (formation_set_company_name, formation_set_state, formation_set_company_type) or formation_update_formation. The field enumeration implies consolidated setup editing, but an agent facing 40+ formation_* siblings gets no stated when/when-not rules or alternative names to disambiguate.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Add one secure layer between your agents and this server.