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Lovie Company Formation

by co.lovie
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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

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

Output Schema

NameRequiredDescriptionDefault
formationIdNo
shareholderNo
totalOwnershipNo
ownershipCompleteNo

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. Added

TDQS

A4.1/5.0
Behavior4/5

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

Annotations declare openWorldHint=false and destructiveHint=false but omit readOnlyHint, so the write nature must come from the description — and "corrects" is consistent with a mutation, no contradiction. The description adds genuinely non-structured behavior: a state-dependent restriction tied to filing status and the fact that share counts/vesting are out of scope. It does not state permission requirements or partial-update behavior.

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?

Three sentences, each carrying distinct content: the action and its editable fields first, then the blocking precondition, then the out-of-scope items. The core action is front-loaded and there is no filler.

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

Completeness4/5

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

An output schema exists, so return values need no explanation, and the description covers scope, precondition, and exclusions for a 10-parameter mutation. The main remaining gap is whether the update is partial or replaces unset fields, which matters for a tool with a nested address object.

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 20% (just the two UUID wrappers, which are boilerplate), so the description must compensate — and it does, mapping its field list onto firstName/lastName, email/phone, ownershipPercentage, role, and address. It leaves addressType unmentioned and gives no guidance on enum values or whether omitted fields are cleared, so it is good but not complete.

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 ("corrects") and resource ("one owner on a formation") and enumerates the editable fields: name, contact details, ownership percentage, role, address. This implicitly separates it from formation_add_shareholder and formation_remove_shareholder, but no sibling is named explicitly, so it stops short of a 5.

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?

Gives a concrete precondition/when-not case (once the filing is under way, no assistant tool can change owners, so direct the person to the app) plus an explicit exclusion (share counts and vesting). It never names the alternative tool an agent should reach for instead, which keeps it at 4 rather than 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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