Lovie Company Formation

Update Shareholder

formation_update_shareholder

Corrects one owner on a formation — their name, contact details, ownership percentage, role or address. Once the filing is under way no tool can change a formation's owners through an assistant: ask the person to correct contact details in the app. Share counts and vesting are not editable here.

Input Schema

TableJSON Schema

Name	Required	Description
`role`	No
`email`	No
`phone`	No
`address`	No
`lastName`	No
`firstName`	No
`addressType`	No
`formationId`	Yes	UUID value wrapper.
`shareholderId`	Yes	UUID value wrapper.
`ownershipPercentage`	No

Output Schema

TableJSON Schema

Name	Required	Description	Default
`formationId`	No
`shareholder`	No
`totalOwnership`	No
`ownershipComplete`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedOct 8, 2026

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"
+  }
+]

AddedSep 10, 2026

TDQS

Score is being calculated.

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