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Corply — Start and run your company

Server Details

Form and manage a Delaware C-Corp from your agent. Setup: https://corply.dev/skills.md

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Status
Unhealthy
Uptime
18.6% over 70 days
OAuth
Works in Glama
Last Tested
Transport
Streamable HTTP
URL
Repository
corply-dev/corply-plugin
GitHub Stars
0

TDQS

B3.1/5.0

Scored across 141 tools

Disambiguation2/5

Many tools overlap heavily across import, payment, governance, signing, and read/status clusters. Legacy and compatibility tools such as adopt_existing_company vs. import_company, create_import_intake vs. read_import_intake vs. get_company_import, and request_payment vs. request_money vs. send_invoice vs. manage_payment_request create unclear boundaries despite detailed descriptions. An agent can often infer the intended tool, but the set has multiple ambiguous clusters.

Naming Consistency4/5

Almost all tool names use snake_case and begin with an action verb or clear noun-verb phrasing, e.g. create_import_intake, get_company_briefing, request_payment. A few outliers like whoami, recall, remember, await_payment, and show_welcome are less predictable, but overall the convention is stable and readable.

Tool Count1/5

141 tools is an extreme mismatch for the server's purpose, far beyond the typical 3-15 well-scoped range. Even for a broad company-starting and company-running platform, the count indicates excessive surface area, legacy duplication, and likely agent confusion.

Completeness4/5

The surface covers incorporation, existing-company import, governance actions, stock ledger/cap table, payments, billing, banking, mail, domains, email, signatures, documents, and operating facts. Minor gaps remain, such as general member listing/role management and some lifecycle deletions, but core workflows are broadly represented.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 3 tool updates
    • Changedchoose_company_domain8 fields changed
      • addedInput schema / properties / addressSelectionToken
        Added value: +{
        +  "description": "Signed selectionToken returned by resolve_address or the address picker.",
        +  "maxLength": 8000,
        +  "type": "string"
        +}
      • addedInput schema / properties / registrant / description
        Added value: +"Legacy full contact. Prefer registrantReviewToken plus only intentional changes."
      • removedInput schema / properties / registrant / properties / country / description
        Removed value: -"Two-letter country code, such as US."
      • removedInput schema / properties / registrant / properties / phone / description
        Removed value: -"With country code, such as +1 512 555 0100."
      • addedInput schema / properties / registrantChanges
        Added value: +{
        +  "additionalProperties": false,
        +  "description": "Only fields the founder intentionally changed from the server-owned review.",
        +  "properties": {
        +    "address1": {
        +      "maxLength": 200,
        +      "type": "string"
        +    },
        +    "address2": {
        +      "maxLength": 200,
        +      "type": "string"
        +    },
        +    "city": {
        +      "maxLength": 100,
        +      "type": "string"
        +    },
        +    "companyName": {
        +      "maxLength": 200,
        +      "type": "string"
        +    },
        +    "country": {
        +      "maxLength": 2,
        +      "minLength": 2,
        +      "type": "string"
        +    },
        +    "email": {
        +      "format": "email",
        +      "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
        +      "type": "string"
        +    },
        +    "firstName": {
        +      "maxLength": 100,
        +      "type": "string"
        +    },
        +    "lastName": {
        +      "maxLength": 100,
        +      "type": "string"
        +    },
        +    "phone": {
        +      "maxLength": 40,
        +      "type": "string"
        +    },
        +    "state": {
        +      "maxLength": 100,
        +      "type": "string"
        +    },
        +    "zip": {
        +      "maxLength": 20,
        +      "type": "string"
        +    }
        +  },
        +  "type": "object"
        +}
      • addedInput schema / properties / registrantConfirmed
        Added value: +{
        +  "const": true,
        +  "description": "True only after the founder chooses Use these details or explicitly confirms the edited contact.",
        +  "type": "boolean"
        +}
      • addedInput schema / properties / registrantReviewToken
        Added value: +{
        +  "description": "Opaque reviewToken returned by search_company_domains.",
        +  "maxLength": 8000,
        +  "type": "string"
        +}
      • changedInput schema / required
        Previous value: -[
        -  "quoteId",
        -  "registrant"
        -]New value: +[
        +  "quoteId"
        +]
    • Changedcreate_departure_package1 field changed
      • addedInput schema / properties / departure / properties / roleRecordIds
        Added value: +{
        +  "items": {
        +    "format": "uuid",
        +    "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        +    "type": "string"
        +  },
        +  "maxItems": 10,
        +  "minItems": 1,
        +  "type": "array"
        +}
    • Changedpropose_governed_departure1 field changed
      • addedInput schema / properties / roleRecordIds
        Added value: +{
        +  "items": {
        +    "format": "uuid",
        +    "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        +    "type": "string"
        +  },
        +  "maxItems": 10,
        +  "minItems": 1,
        +  "type": "array"
        +}
  2. 14 tool updates
    • Addedget_company_billing
    • Addedget_corply_mail
    • Removedget_delaware_annual_service
    • Addedget_mail_item
    • Changedget_status3 fields changed
      • removedInput schema / properties / annualRenewal
        Removed value: -{
        -  "description": "Read-only preview of the requested renewal choice before payment. Paid or processing purchases retain their actual terms. Does not cancel or change an existing renewal.",
        -  "enum": [
        -    "automatic",
        -    "approval_required",
        -    "tax_date",
        -    "none"
        -  ],
        -  "type": "string"
        -}
      • addedInput schema / properties / billingCadence
        Added value: +{
        +  "description": "Read-only preview of the required ongoing plan as monthly or annual before payment. Paid or processing purchases retain their actual terms. Does not create checkout or change an active plan.",
        +  "enum": [
        +    "monthly",
        +    "annual"
        +  ],
        +  "type": "string"
        +}
      • addedInput schema / properties / removedOptionalServices
        Added value: +{
        +  "description": "Pass only after the founder explicitly asks to remove phone, email, or domain. Never offer, suggest, or infer removal. Omission keeps every optional service selected.",
        +  "items": {
        +    "enum": [
        +      "phone",
        +      "email",
        +      "domain"
        +    ],
        +    "type": "string"
        +  },
        +  "maxItems": 3,
        +  "type": "array"
        +}
    • Addedlist_mail
    • Addedmanage_company_billing
    • Addedmanage_corply_mail_billing
    • Removedprepare_delaware_annual_report
    • Addedrequest_mail_forward
    • Addedrequest_mail_scan
    • Addedrequest_mail_shred
    • Changedrequest_payment5 fields changed
      • changedInput schema / properties / annualBillingAccepted / description
        Previous value: -"Legacy field name: pass true only after the founder explicitly accepts payment.founderSummary for their selected annualRenewal. With 'none' they accept only today's purchase and first-year coverage, with no recurring enrollment or payment method saved for future charges. Other modes disclose their renewal charges and saved-method terms. Never infer acceptance from a general request to incorporate/pay or from a preference choice."New value: +"Legacy field name: pass true only after the founder explicitly accepts the entire payment.founderSummary for the selected billingCadence: today's exact formation and first plan period, recurring plan, saved card, and the annual Delaware government charge when shown. Never infer acceptance from a request to incorporate or pay, a cadence choice, or silence."
      • removedInput schema / properties / annualRenewal
        Removed value: -{
        -  "description": "Use the founder's selected choice. 'none': first year only, no renewal enrollment or payment method saved for future charges. 'automatic': annual renewal on the saved method. 'tax_date': automatic annual renewal on the annual tax date. 'approval_required': method saved, but each renewal needs approval. If preference is missing, offer payment.founderSummary.renewalChoices, then get_status with the choice for its exact disclosure. Omitted means automatic only for legacy-client compatibility. An amendment balance preserves the existing renewal setting.",
        -  "enum": [
        -    "automatic",
        -    "approval_required",
        -    "tax_date",
        -    "none"
        -  ],
        -  "type": "string"
        -}
      • addedInput schema / properties / billingCadence
        Added value: +{
        +  "description": "Required choice for a new formation: monthly or annual. Annual includes 20% off Corply service fees. Obtain the preference once, preview it through get_status, then obtain fresh consent to that exact summary.",
        +  "enum": [
        +    "monthly",
        +    "annual"
        +  ],
        +  "type": "string"
        +}
      • addedInput schema / properties / removedOptionalServices
        Added value: +{
        +  "description": "Use only when the founder explicitly requested these optional services be removed before first checkout and accepted the exact get_status summary previewed with the same billingCadence and identical removedOptionalServices. Never suggest removal. Omit to keep phone, email, and domain selected.",
        +  "items": {
        +    "enum": [
        +      "phone",
        +      "email",
        +      "domain"
        +    ],
        +    "type": "string"
        +  },
        +  "maxItems": 3,
        +  "type": "array"
        +}
      • changedInput schema / required
        Previous value: -[
        -  "formationId",
        -  "annualBillingAccepted"
        -]New value: +[
        +  "formationId",
        +  "annualBillingAccepted",
        +  "billingCadence"
        +]
    • Addedstart_corply_mail_activation
  3. 4 tool updates
    • Changedamend_frozen_application7 fields changed
      • removedInput schema / properties / data / properties / founders / items / properties / capitalContribution
        Removed value: -{
        -  "description": "Florida LLC only: member cash capital contribution in USD, e.g. \"100.00\" or \"0\". Confirm this amount with the member; do not infer it.",
        -  "type": "string"
        -}
      • changedInput schema / properties / data / properties / founders / items / properties / dateOfBirth / description
        Previous value: -"For Delaware corporations, collect date of birth in YYYY-MM-DD from that person during identity review. Never ask an incorporator to supply another established account’s private information. Not required for Florida LLC filing. Never infer from age or other facts, and do not repeat in summaries."New value: +"For Delaware corporations, collect date of birth in YYYY-MM-DD from that person during identity review. Never ask an incorporator to supply another established account’s private information. Never infer from age or other facts, and do not repeat in summaries."
      • removedInput schema / properties / data / properties / founders / items / properties / ownershipPercent
        Removed value: -{
        -  "description": "Florida LLC only: fully vested membership ownership percentage, e.g. \"60\". All members must total exactly 100.",
        -  "type": "string"
        -}
      • changedInput schema / properties / data / properties / jurisdiction / description
        Previous value: -"Formation state as a US-XX code. Automated C-corps support US-DE only: when no state was requested, use Delaware and disclose it in the normal setup review, without a separate state question. For an unspecified LLC state, offer and confirm Florida (US-FL). Never silently replace a state the user requested or infer it from their address."New value: +"Formation state as a US-XX code. Automated C-corps support US-DE only: when no state was requested, use Delaware and disclose it in the normal setup review, without a separate state question. Never silently replace a state the user requested or infer it from their address."
      • changedInput schema / properties / data / properties / jurisdiction / enum
        Previous value: -[
        -  "US-WY",
        -  "US-FL",
        -  "US-DE",
        -  "US-TX"
        -]New value: +[
        +  "US-WY",
        +  "US-DE",
        +  "US-TX"
        +]
      • removedInput schema / properties / data / properties / llc
        Removed value: -{
        -  "additionalProperties": false,
        -  "properties": {
        -    "mailingAddress": {
        -      "additionalProperties": false,
        -      "description": "Business mailing address; defaults to the principal address when omitted.",
        -      "properties": {
        -        "city": {
        -          "type": "string"
        -        },
        -        "country": {
        -          "description": "Two-letter country code, e.g. \"US\".",
        -          "type": "string"
        -        },
        -        "state": {
        -          "type": "string"
        -        },
        -        "street": {
        -          "type": "string"
        -        },
        -        "street2": {
        -          "type": "string"
        -        },
        -        "zip": {
        -          "type": "string"
        -        }
        -      },
        -      "type": "object"
        -    },
        -    "management": {
        -      "const": "member_managed",
        -      "description": "The supported Florida LLC is managed by its members; manager-managed arrangements require a separate legal workflow.",
        -      "type": "string"
        -    },
        -    "organizerFounderId": {
        -      "description": "A saved founder id. Defaults to the first member and signs the Articles as authorized representative.",
        -      "type": "string"
        -    },
        -    "ownershipConfirmed": {
        -      "type": "boolean"
        -    },
        -    "principalAddress": {
        -      "additionalProperties": false,
        -      "description": "Physical principal business address; a PO box is not accepted.",
        -      "properties": {
        -        "city": {
        -          "type": "string"
        -        },
        -        "country": {
        -          "description": "Two-letter country code, e.g. \"US\".",
        -          "type": "string"
        -        },
        -        "state": {
        -          "type": "string"
        -        },
        -        "street": {
        -          "type": "string"
        -        },
        -        "street2": {
        -          "type": "string"
        -        },
        -        "zip": {
        -          "type": "string"
        -        }
        -      },
        -      "type": "object"
        -    },
        -    "taxClassification": {
        -      "const": "default",
        -      "description": "Default federal classification: disregarded entity for one member or partnership for multiple members; no corporate tax election.",
        -      "type": "string"
        -    }
        -  },
        -  "type": "object"
        -}
      • changedInput schema / properties / data / properties / structure / description
        Previous value: -"The legal form being formed. Automated formation supports Delaware C corporations and Florida member-managed LLCs with fully vested membership interests and default federal tax classification."New value: +"The legal form being formed. Automated formation supports Delaware C corporations only."
    • Changedapprove_invited_identity1 field changed
      • changedInput schema / properties / identity / properties / dateOfBirth / description
        Previous value: -"For Delaware corporations, collect date of birth in YYYY-MM-DD from that person during identity review. Never ask an incorporator to supply another established account’s private information. Not required for Florida LLC filing. Never infer from age or other facts, and do not repeat in summaries."New value: +"For Delaware corporations, collect date of birth in YYYY-MM-DD from that person during identity review. Never ask an incorporator to supply another established account’s private information. Never infer from age or other facts, and do not repeat in summaries."
    • Changedimport_company4 fields changed
      • addedInput schema / properties / entityType / const
        Added value: +"c_corp"
      • removedInput schema / properties / entityType / enum
        Removed value: -[
        -  "c_corp",
        -  "llc"
        -]
      • addedInput schema / properties / jurisdiction / const
        Added value: +"US-DE"
      • removedInput schema / properties / jurisdiction / enum
        Removed value: -[
        -  "US-DE",
        -  "US-FL"
        -]
    • Changedsave_application7 fields changed
      • removedInput schema / properties / data / properties / founders / items / properties / capitalContribution
        Removed value: -{
        -  "description": "Florida LLC only: member cash capital contribution in USD, e.g. \"100.00\" or \"0\". Confirm this amount with the member; do not infer it.",
        -  "type": "string"
        -}
      • changedInput schema / properties / data / properties / founders / items / properties / dateOfBirth / description
        Previous value: -"For Delaware corporations, collect date of birth in YYYY-MM-DD from that person during identity review. Never ask an incorporator to supply another established account’s private information. Not required for Florida LLC filing. Never infer from age or other facts, and do not repeat in summaries."New value: +"For Delaware corporations, collect date of birth in YYYY-MM-DD from that person during identity review. Never ask an incorporator to supply another established account’s private information. Never infer from age or other facts, and do not repeat in summaries."
      • removedInput schema / properties / data / properties / founders / items / properties / ownershipPercent
        Removed value: -{
        -  "description": "Florida LLC only: fully vested membership ownership percentage, e.g. \"60\". All members must total exactly 100.",
        -  "type": "string"
        -}
      • changedInput schema / properties / data / properties / jurisdiction / description
        Previous value: -"Formation state as a US-XX code. Automated C-corps support US-DE only: when no state was requested, use Delaware and disclose it in the normal setup review, without a separate state question. For an unspecified LLC state, offer and confirm Florida (US-FL). Never silently replace a state the user requested or infer it from their address."New value: +"Formation state as a US-XX code. Automated C-corps support US-DE only: when no state was requested, use Delaware and disclose it in the normal setup review, without a separate state question. Never silently replace a state the user requested or infer it from their address."
      • changedInput schema / properties / data / properties / jurisdiction / enum
        Previous value: -[
        -  "US-WY",
        -  "US-FL",
        -  "US-DE",
        -  "US-TX"
        -]New value: +[
        +  "US-WY",
        +  "US-DE",
        +  "US-TX"
        +]
      • removedInput schema / properties / data / properties / llc
        Removed value: -{
        -  "additionalProperties": false,
        -  "properties": {
        -    "mailingAddress": {
        -      "additionalProperties": false,
        -      "description": "Business mailing address; defaults to the principal address when omitted.",
        -      "properties": {
        -        "city": {
        -          "type": "string"
        -        },
        -        "country": {
        -          "description": "Two-letter country code, e.g. \"US\".",
        -          "type": "string"
        -        },
        -        "state": {
        -          "type": "string"
        -        },
        -        "street": {
        -          "type": "string"
        -        },
        -        "street2": {
        -          "type": "string"
        -        },
        -        "zip": {
        -          "type": "string"
        -        }
        -      },
        -      "type": "object"
        -    },
        -    "management": {
        -      "const": "member_managed",
        -      "description": "The supported Florida LLC is managed by its members; manager-managed arrangements require a separate legal workflow.",
        -      "type": "string"
        -    },
        -    "organizerFounderId": {
        -      "description": "A saved founder id. Defaults to the first member and signs the Articles as authorized representative.",
        -      "type": "string"
        -    },
        -    "ownershipConfirmed": {
        -      "type": "boolean"
        -    },
        -    "principalAddress": {
        -      "additionalProperties": false,
        -      "description": "Physical principal business address; a PO box is not accepted.",
        -      "properties": {
        -        "city": {
        -          "type": "string"
        -        },
        -        "country": {
        -          "description": "Two-letter country code, e.g. \"US\".",
        -          "type": "string"
        -        },
        -        "state": {
        -          "type": "string"
        -        },
        -        "street": {
        -          "type": "string"
        -        },
        -        "street2": {
        -          "type": "string"
        -        },
        -        "zip": {
        -          "type": "string"
        -        }
        -      },
        -      "type": "object"
        -    },
        -    "taxClassification": {
        -      "const": "default",
        -      "description": "Default federal classification: disregarded entity for one member or partnership for multiple members; no corporate tax election.",
        -      "type": "string"
        -    }
        -  },
        -  "type": "object"
        -}
      • changedInput schema / properties / data / properties / structure / description
        Previous value: -"The legal form being formed. Automated formation supports Delaware C corporations and Florida member-managed LLCs with fully vested membership interests and default federal tax classification."New value: +"The legal form being formed. Automated formation supports Delaware C corporations only."
  4. 2 tool updates
    • Changedamend_frozen_application1 field changed
      • addedInput schema / properties / data / properties / intakeServices
        Added value: +{
        +  "additionalProperties": false,
        +  "description": "Optional company setup preferences; skip persists. Domain addresses do not replace founder login or invitation emails.",
        +  "properties": {
        +    "companyPhone": {
        +      "type": "boolean"
        +    },
        +    "emailDomain": {
        +      "enum": [
        +        "register",
        +        "connect",
        +        "skip"
        +      ],
        +      "type": "string"
        +    },
        +    "founderMailboxes": {
        +      "type": "boolean"
        +    }
        +  },
        +  "type": "object"
        +}
    • Changedsave_application3 fields changed
      • addedInput schema / properties / data / properties / intakeServices
        Added value: +{
        +  "additionalProperties": false,
        +  "description": "Optional company setup preferences; skip persists. Domain addresses do not replace founder login or invitation emails.",
        +  "properties": {
        +    "companyPhone": {
        +      "type": "boolean"
        +    },
        +    "emailDomain": {
        +      "enum": [
        +        "register",
        +        "connect",
        +        "skip"
        +      ],
        +      "type": "string"
        +    },
        +    "founderMailboxes": {
        +      "type": "boolean"
        +    }
        +  },
        +  "type": "object"
        +}
      • addedInput schema / properties / founderChanges
        Added value: +{
        +  "description": "Answered founder fields keyed by saved id; preserves the roster and private details. Combine questionBatch answers in one save.",
        +  "items": {
        +    "additionalProperties": false,
        +    "properties": {
        +      "cliffMonths": {
        +        "type": "string"
        +      },
        +      "election83bFilingMethod": {
        +        "description": "83(b) filing service choice: self means the founder files personally using IRS Form 15620 (online when eligible) and Corply provides instructions, deadline reminders and evidence review at no managed-filing fee. corply means paid managed Certified Mail filing with separate personal authorization and secure taxpayer-number entry. Legacy omission means corply. Keep elects83b=true for either filing method; never label self-filing as declining the election. Offer both choices before payment.",
        +        "enum": [
        +          "corply",
        +          "self"
        +        ],
        +        "type": "string"
        +      },
        +      "equityTreatment": {
        +        "description": "Per-founder stock purchase choice. Standard vesting is the default; also offer fully_vested for common shares owned in full on issuance: SPA, no vesting schedule or 83(b) election. Omitted legacy values mean vesting; never infer this choice from zero months.",
        +        "enum": [
        +          "vesting",
        +          "fully_vested"
        +        ],
        +        "type": "string"
        +      },
        +      "f1WorkAuthorization": {
        +        "anyOf": [
        +          {
        +            "enum": [
        +              "none",
        +              "cpt",
        +              "opt",
        +              "stem_opt",
        +              "other"
        +            ],
        +            "type": "string"
        +          },
        +          {
        +            "type": "null"
        +          }
        +        ]
        +      },
        +      "id": {
        +        "minLength": 1,
        +        "type": "string"
        +      },
        +      "immigrationStatus": {
        +        "anyOf": [
        +          {
        +            "enum": [
        +              "f1",
        +              "h1b",
        +              "o1",
        +              "l1",
        +              "other"
        +            ],
        +            "type": "string"
        +          },
        +          {
        +            "type": "null"
        +          }
        +        ]
        +      },
        +      "positions": {
        +        "items": {
        +          "enum": [
        +            "Chief Executive Officer",
        +            "President",
        +            "Secretary",
        +            "Chief Financial Officer",
        +            "Treasurer",
        +            "Chief Operating Officer",
        +            "Chief Technology Officer",
        +            "Chief Information Officer",
        +            "director",
        +            "board_chair"
        +          ],
        +          "type": "string"
        +        },
        +        "type": "array"
        +      },
        +      "shares": {
        +        "type": "string"
        +      },
        +      "usCitizenOrPermanentResident": {
        +        "anyOf": [
        +          {
        +            "type": "boolean"
        +          },
        +          {
        +            "type": "null"
        +          }
        +        ]
        +      },
        +      "usTaxpayer": {
        +        "anyOf": [
        +          {
        +            "type": "boolean"
        +          },
        +          {
        +            "type": "null"
        +          }
        +        ]
        +      },
        +      "vestingMonths": {
        +        "type": "string"
        +      }
        +    },
        +    "required": [
        +      "id"
        +    ],
        +    "type": "object"
        +  },
        +  "type": "array"
        +}
      • addedInput schema / properties / officeAssignments
        Added value: +{
        +  "description": "Resolve exclusive positions together; each assignment replaces all holders of that position.",
        +  "items": {
        +    "additionalProperties": false,
        +    "properties": {
        +      "founderId": {
        +        "minLength": 1,
        +        "type": "string"
        +      },
        +      "position": {
        +        "enum": [
        +          "Chief Executive Officer",
        +          "President",
        +          "Secretary",
        +          "Chief Financial Officer",
        +          "Treasurer",
        +          "Chief Operating Officer",
        +          "Chief Technology Officer",
        +          "Chief Information Officer",
        +          "board_chair"
        +        ],
        +        "type": "string"
        +      }
        +    },
        +    "required": [
        +      "position",
        +      "founderId"
        +    ],
        +    "type": "object"
        +  },
        +  "type": "array"
        +}
  5. 3 tool updates
    • Addedget_bank_onboarding_status
    • Addedreconcile_bank_onboarding
    • Addedstart_bank_onboarding
  6. 13 tool updates
    • Removedconfigure_payment_catalog
    • Removedcreate_payment_integration_bundle
    • Removedcreate_payment_project
    • Removedcreate_payment_route_draft
    • Removedget_payment_pipeline_status
    • Removedprepare_revenue_launch
    • Removedreconcile_payment_route
    • Removedrefresh_payment_route_onboarding
    • Removedrun_sandbox_payment_probe
    • Removedrun_sandbox_payout_probe
    • Addedset_up_app_payments
    • Removedstart_payment_route_onboarding
    • Removedverify_payment_integration
  7. 3 tool updates
    • Removedget_bank_onboarding_status
    • Removedreconcile_bank_onboarding
    • Removedstart_bank_onboarding
  8. 4 tool updates
    • Changedamend_frozen_application1 field changed
      • changedInput schema / properties / data / properties / jurisdiction / description
        Previous value: -"Formation state as a US-XX code, e.g. 'US-DE'. Ask the founder which state before promoting the application to ready; never assume one."New value: +"Formation state as a US-XX code. Automated C-corps support US-DE only: when no state was requested, use Delaware and disclose it in the normal setup review, without a separate state question. For an unspecified LLC state, offer and confirm Florida (US-FL). Never silently replace a state the user requested or infer it from their address."
    • Changedget_status1 field changed
      • addedInput schema / properties / annualRenewal
        Added value: +{
        +  "description": "Read-only preview of the requested renewal choice before payment. Paid or processing purchases retain their actual terms. Does not cancel or change an existing renewal.",
        +  "enum": [
        +    "automatic",
        +    "approval_required",
        +    "tax_date",
        +    "none"
        +  ],
        +  "type": "string"
        +}
    • Changedrequest_payment3 fields changed
      • changedInput schema / properties / annualBillingAccepted / description
        Previous value: -"Pass true only after the founder explicitly accepts the exact server-returned due-today amount and fixed annual registered-agent renewal, beginning after the included first year, under their chosen annualRenewal mode, and understands Corply keeps the payment method on file through Corply Pay (charged for renewals automatically, or only after they approve each renewal in approval_required mode). Never infer acceptance from a general request to incorporate or pay."New value: +"Legacy field name: pass true only after the founder explicitly accepts payment.founderSummary for their selected annualRenewal. With 'none' they accept only today's purchase and first-year coverage, with no recurring enrollment or payment method saved for future charges. Other modes disclose their renewal charges and saved-method terms. Never infer acceptance from a general request to incorporate/pay or from a preference choice."
      • changedInput schema / properties / annualRenewal / description
        Previous value: -"How the fixed annual registered-agent renewal is handled after the included first year. 'automatic' (the default when omitted): renews every year until cancelled in Settings → Billing, charged to the saved card or bank account. 'approval_required': the card or bank account stays on file, but no renewal is ever charged until the founder approves it (Corply emails about 35 and 18 days before the included year ends); without approval coverage ends and the company must appoint another registered agent. Omit or pass 'automatic' unless the founder asked for approval before each renewal. An amendment balance keeps the existing renewal setting and ignores this field."New value: +"Use the founder's selected choice. 'none': first year only, no renewal enrollment or payment method saved for future charges. 'automatic': annual renewal on the saved method. 'tax_date': automatic annual renewal on the annual tax date. 'approval_required': method saved, but each renewal needs approval. If preference is missing, offer payment.founderSummary.renewalChoices, then get_status with the choice for its exact disclosure. Omitted means automatic only for legacy-client compatibility. An amendment balance preserves the existing renewal setting."
      • changedInput schema / properties / annualRenewal / enum
        Previous value: -[
        -  "automatic",
        -  "approval_required"
        -]New value: +[
        +  "automatic",
        +  "approval_required",
        +  "tax_date",
        +  "none"
        +]
    • Changedsave_application1 field changed
      • changedInput schema / properties / data / properties / jurisdiction / description
        Previous value: -"Formation state as a US-XX code, e.g. 'US-DE'. Ask the founder which state before promoting the application to ready; never assume one."New value: +"Formation state as a US-XX code. Automated C-corps support US-DE only: when no state was requested, use Delaware and disclose it in the normal setup review, without a separate state question. For an unspecified LLC state, offer and confirm Florida (US-FL). Never silently replace a state the user requested or infer it from their address."
  9. 146 tool updates
    • Addedadd_import_intake_url
    • Changedadopt_existing_company1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedadvance_corporate_action_case3 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / expectedStatus / enum
        Previous value: -[
        -  "draft",
        -  "awaiting_attorney_review",
        -  "ready_for_approval",
        -  "awaiting_signatures",
        -  "approved",
        -  "executing",
        -  "waiting_external",
        -  "completed",
        -  "cancelled"
        -]New value: +[
        +  "draft",
        +  "awaiting_attorney_review",
        +  "ready_for_approval",
        +  "awaiting_signatures",
        +  "awaiting_payment",
        +  "approved",
        +  "executing",
        +  "waiting_external",
        +  "completed",
        +  "cancelled"
        +]
      • changedInput schema / properties / nextStatus / enum
        Previous value: -[
        -  "draft",
        -  "awaiting_attorney_review",
        -  "ready_for_approval",
        -  "awaiting_signatures",
        -  "approved",
        -  "executing",
        -  "waiting_external",
        -  "completed",
        -  "cancelled"
        -]New value: +[
        +  "draft",
        +  "awaiting_attorney_review",
        +  "ready_for_approval",
        +  "awaiting_signatures",
        +  "awaiting_payment",
        +  "approved",
        +  "executing",
        +  "waiting_external",
        +  "completed",
        +  "cancelled"
        +]
    • Changedamend_frozen_application35 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id (from get_org). Omit it when the org has one company."New value: +"Connected company ID (from whoami). Omit it unless Corply asks for a company."
      • addedInput schema / properties / data / properties / founders / items / properties / attestedLegalName
        Added value: +{
        +  "description": "Set to the founder's name only after that founder personally confirms it is their full legal name exactly as on their government ID. Never set it for another person; invited founders confirm when they approve their own details.",
        +  "type": "string"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / boardChair
        Added value: +{
        +  "description": "Chairperson of the Board. At most one founder, who must be a director.",
        +  "type": "boolean"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / capitalContribution
        Added value: +{
        +  "description": "Florida LLC only: member cash capital contribution in USD, e.g. \"100.00\" or \"0\". Confirm this amount with the member; do not infer it.",
        +  "type": "string"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / dateOfBirth
        Added value: +{
        +  "anyOf": [
        +    {
        +      "const": "",
        +      "type": "string"
        +    },
        +    {
        +      "format": "date",
        +      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
        +      "type": "string"
        +    }
        +  ],
        +  "description": "For Delaware corporations, collect date of birth in YYYY-MM-DD from that person during identity review. Never ask an incorporator to supply another established account’s private information. Not required for Florida LLC filing. Never infer from age or other facts, and do not repeat in summaries."
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / election83bFilingMethod
        Added value: +{
        +  "description": "83(b) filing service choice: self means the founder files personally using IRS Form 15620 (online when eligible) and Corply provides instructions, deadline reminders and evidence review at no managed-filing fee. corply means paid managed Certified Mail filing with separate personal authorization and secure taxpayer-number entry. Legacy omission means corply. Keep elects83b=true for either filing method; never label self-filing as declining the election. Offer both choices before payment.",
        +  "enum": [
        +    "corply",
        +    "self"
        +  ],
        +  "type": "string"
        +}
      • changedInput schema / properties / data / properties / founders / items / properties / elects83b / description
        Previous value: -"Defaults to true for standard restricted founder shares. Agents must not ask this during intake."New value: +"Defaults to true for restricted founder shares; forced false for fully_vested shares. Agents must not ask this during intake."
      • addedInput schema / properties / data / properties / founders / items / properties / equityTreatment
        Added value: +{
        +  "description": "Per-founder stock purchase choice. Standard vesting is the default; also offer fully_vested for common shares owned in full on issuance: SPA, no vesting schedule or 83(b) election. Omitted legacy values mean vesting; never infer this choice from zero months.",
        +  "enum": [
        +    "vesting",
        +    "fully_vested"
        +  ],
        +  "type": "string"
        +}
      • removedInput schema / properties / data / properties / founders / items / properties / f1WorkAuthorization / default
        Removed value: -null
      • addedInput schema / properties / data / properties / founders / items / properties / identityStatus
        Added value: +{
        +  "description": "Server-owned identity review state; cannot grant consent.",
        +  "enum": [
        +    "self",
        +    "approved",
        +    "draft",
        +    "awaiting_founder"
        +  ],
        +  "type": "string"
        +}
      • removedInput schema / properties / data / properties / founders / items / properties / immigrationStatus / default
        Removed value: -null
      • addedInput schema / properties / data / properties / founders / items / properties / name / default
        Added value: +""
      • changedInput schema / properties / data / properties / founders / items / properties / name / description
        Previous value: -"Founder's full legal name."New value: +"Full legal name. Leave blank while another founder’s identity is awaiting their consent."
      • removedInput schema / properties / data / properties / founders / items / properties / name / minLength
        Removed value: -1
      • addedInput schema / properties / data / properties / founders / items / properties / officerTitles
        Added value: +{
        +  "description": "Offices this founder holds, e.g. [\"Chief Executive Officer\", \"President\"]. Each office has one holder; one founder may hold several. A Delaware corporation needs a Chief Executive Officer, a President and a Secretary. Omit on older drafts to keep their CEO and incorporator flags.",
        +  "items": {
        +    "enum": [
        +      "Chief Executive Officer",
        +      "President",
        +      "Secretary",
        +      "Chief Financial Officer",
        +      "Treasurer",
        +      "Chief Operating Officer",
        +      "Chief Technology Officer",
        +      "Chief Information Officer"
        +    ],
        +    "type": "string"
        +  },
        +  "type": "array"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / ownershipPercent
        Added value: +{
        +  "description": "Florida LLC only: fully vested membership ownership percentage, e.g. \"60\". All members must total exactly 100.",
        +  "type": "string"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / taxResidencyDefaultDeclined
        Added value: +{
        +  "description": "Set true on your own row when you correct, or are unsure about, the disclosed US citizen/taxpayer default, so Corply never applies it again.",
        +  "type": "boolean"
        +}
      • removedInput schema / properties / data / properties / founders / items / properties / usCitizenOrPermanentResident / default
        Removed value: -null
      • removedInput schema / properties / data / properties / founders / items / properties / usTaxpayer / default
        Removed value: -null
      • changedInput schema / properties / data / properties / founders / items / required
        Previous value: -[
        -  "id",
        -  "name",
        -  "email",
        -  "address",
        -  "title",
        -  "isIncorporator",
        -  "isDirector",
        -  "isOfficer",
        -  "usTaxpayer",
        -  "usCitizenOrPermanentResident",
        -  "immigrationStatus",
        -  "f1WorkAuthorization",
        -  "shares",
        -  "purchasePrice",
        -  "vestingMonths",
        -  "cliffMonths",
        -  "vestingStart",
        -  "stockPurchaseDate",
        -  "elects83b",
        -  "election83bConfirmed"
        -]New value: +[
        +  "id",
        +  "name",
        +  "email",
        +  "address",
        +  "title",
        +  "isIncorporator",
        +  "isDirector",
        +  "isOfficer",
        +  "shares",
        +  "purchasePrice",
        +  "vestingMonths",
        +  "cliffMonths",
        +  "vestingStart",
        +  "stockPurchaseDate",
        +  "elects83b",
        +  "election83bConfirmed"
        +]
      • addedInput schema / properties / data / properties / jurisdiction
        Added value: +{
        +  "description": "Formation state as a US-XX code, e.g. 'US-DE'. Ask the founder which state before promoting the application to ready; never assume one.",
        +  "enum": [
        +    "US-WY",
        +    "US-FL",
        +    "US-DE",
        +    "US-TX"
        +  ],
        +  "type": "string"
        +}
      • addedInput schema / properties / data / properties / llc
        Added value: +{
        +  "additionalProperties": false,
        +  "properties": {
        +    "mailingAddress": {
        +      "additionalProperties": false,
        +      "description": "Business mailing address; defaults to the principal address when omitted.",
        +      "properties": {
        +        "city": {
        +          "type": "string"
        +        },
        +        "country": {
        +          "description": "Two-letter country code, e.g. \"US\".",
        +          "type": "string"
        +        },
        +        "state": {
        +          "type": "string"
        +        },
        +        "street": {
        +          "type": "string"
        +        },
        +        "street2": {
        +          "type": "string"
        +        },
        +        "zip": {
        +          "type": "string"
        +        }
        +      },
        +      "type": "object"
        +    },
        +    "management": {
        +      "const": "member_managed",
        +      "description": "The supported Florida LLC is managed by its members; manager-managed arrangements require a separate legal workflow.",
        +      "type": "string"
        +    },
        +    "organizerFounderId": {
        +      "description": "A saved founder id. Defaults to the first member and signs the Articles as authorized representative.",
        +      "type": "string"
        +    },
        +    "ownershipConfirmed": {
        +      "type": "boolean"
        +    },
        +    "principalAddress": {
        +      "additionalProperties": false,
        +      "description": "Physical principal business address; a PO box is not accepted.",
        +      "properties": {
        +        "city": {
        +          "type": "string"
        +        },
        +        "country": {
        +          "description": "Two-letter country code, e.g. \"US\".",
        +          "type": "string"
        +        },
        +        "state": {
        +          "type": "string"
        +        },
        +        "street": {
        +          "type": "string"
        +        },
        +        "street2": {
        +          "type": "string"
        +        },
        +        "zip": {
        +          "type": "string"
        +        }
        +      },
        +      "type": "object"
        +    },
        +    "taxClassification": {
        +      "const": "default",
        +      "description": "Default federal classification: disregarded entity for one member or partnership for multiple members; no corporate tax election.",
        +      "type": "string"
        +    }
        +  },
        +  "type": "object"
        +}
      • changedInput schema / properties / data / properties / name / properties / suffix / description
        Previous value: -"Legal suffix appended to the base name, e.g. \", Inc.\"."New value: +"Legal designator, e.g. \"Inc.\" or \", Inc.\". A leading comma attaches directly; otherwise Corply inserts one space."
      • addedInput schema / properties / data / properties / name / properties / suffixConfirmed
        Added value: +{
        +  "description": "Set true after the founder confirms the displayed legal name in the configuration review or explicitly chooses its suffix.",
        +  "type": "boolean"
        +}
      • removedInput schema / properties / data / properties / ownership / properties / authorizedShares / default
        Removed value: -"10000000"
      • addedInput schema / properties / data / properties / ownership / properties / capitalizationConfirmed
        Added value: +{
        +  "description": "Set true after the founder confirms the displayed capitalization in the configuration review. This does not confirm or change the founder split.",
        +  "type": "boolean"
        +}
      • removedInput schema / properties / data / properties / ownership / properties / equityPoolPercent / default
        Removed value: -""
      • removedInput schema / properties / data / properties / ownership / properties / fmv / default
        Removed value: -""
      • removedInput schema / properties / data / properties / ownership / properties / founderSplitConfirmed / default
        Removed value: -false
      • removedInput schema / properties / data / properties / ownership / properties / parValue / default
        Removed value: -"0.00001"
      • changedInput schema / properties / data / properties / structure / description
        Previous value: -"Source/start structure used to reuse existing team facts. Corply's generated target is always a regular Delaware C corporation; 'llc' never asks Corply to generate LLC documents."New value: +"The legal form being formed. Automated formation supports Delaware C corporations and Florida member-managed LLCs with fully vested membership interests and default federal tax classification."
      • addedInput schema / properties / expectedDataHash
        Added value: +{
        +  "type": "string"
        +}
      • addedInput schema / properties / expectedRevisionId
        Added value: +{
        +  "format": "uuid",
        +  "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        +  "type": "string"
        +}
      • changedInput schema / required
        Previous value: -[
        -  "data"
        -]New value: +[
        +  "data",
        +  "expectedRevisionId",
        +  "expectedDataHash"
        +]
    • Addedanswer_company_import
    • Addedapprove_invited_identity
    • Addedassign_email_inbox
    • Changedattach_corporate_action_evidence4 fields changed
      • removedInput schema / $defs
        Removed value: -{
        -  "__schema0": {
        -    "anyOf": [
        -      {
        -        "type": "string"
        -      },
        -      {
        -        "type": "number"
        -      },
        -      {
        -        "type": "boolean"
        -      },
        -      {
        -        "type": "null"
        -      },
        -      {
        -        "items": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "type": "array"
        -      },
        -      {
        -        "additionalProperties": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "propertyNames": {
        -          "type": "string"
        -        },
        -        "type": "object"
        -      }
        -    ]
        -  }
        -}
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • removedInput schema / properties / metadata / additionalProperties / $ref
        Removed value: -"#/$defs/__schema0"
      • addedInput schema / properties / metadata / additionalProperties / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "number"
        +  },
        +  {
        +    "type": "boolean"
        +  },
        +  {
        +    "type": "null"
        +  },
        +  {
        +    "items": {},
        +    "type": "array"
        +  },
        +  {
        +    "additionalProperties": {},
        +    "propertyNames": {
        +      "type": "string"
        +    },
        +    "type": "object"
        +  }
        +]
    • Changedawait_payment1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Removedawait_registered_agent_upgrade
    • Changedcheck_company_names1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedcheck_email_domain
    • Addedcheckout_charter_filing
    • Addedchoose_company_domain
    • Addedclear_company_domain
    • Changedconfigure_payment_catalog1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedconfirm_company_import_reading
    • Addedconfirm_import_intake
    • Addedconfirm_own_details
    • Addedconnect_email_domain
    • Addedcontinue_linked_package
    • Addedcreate_company_import_upload_link
    • Changedcreate_corporate_action_case5 fields changed
      • removedInput schema / $defs
        Removed value: -{
        -  "__schema0": {
        -    "anyOf": [
        -      {
        -        "type": "string"
        -      },
        -      {
        -        "type": "number"
        -      },
        -      {
        -        "type": "boolean"
        -      },
        -      {
        -        "type": "null"
        -      },
        -      {
        -        "items": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "type": "array"
        -      },
        -      {
        -        "additionalProperties": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "propertyNames": {
        -          "type": "string"
        -        },
        -        "type": "object"
        -      }
        -    ]
        -  }
        -}
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / actionKind / enum
        Previous value: -[
        -  "address_change",
        -  "authorize_more_shares",
        -  "issue_common_shares",
        -  "create_or_issue_preferred_shares",
        -  "founder_cliff_repurchase",
        -  "general_share_repurchase",
        -  "issue_advisor_shares"
        -]New value: +[
        +  "address_change",
        +  "authorize_more_shares",
        +  "company_name_change",
        +  "sell_shares_accredited",
        +  "issue_common_shares",
        +  "create_or_issue_preferred_shares",
        +  "founder_cliff_repurchase",
        +  "general_share_repurchase",
        +  "issue_advisor_shares"
        +]
      • removedInput schema / properties / intake / additionalProperties / $ref
        Removed value: -"#/$defs/__schema0"
      • addedInput schema / properties / intake / additionalProperties / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "number"
        +  },
        +  {
        +    "type": "boolean"
        +  },
        +  {
        +    "type": "null"
        +  },
        +  {
        +    "items": {},
        +    "type": "array"
        +  },
        +  {
        +    "additionalProperties": {},
        +    "propertyNames": {
        +      "type": "string"
        +    },
        +    "type": "object"
        +  }
        +]
    • Addedcreate_departure_package
    • Addedcreate_import_intake
    • Addedcreate_onboarding_package
    • Changedcreate_payment_integration_bundle1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedcreate_payment_project1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedcreate_payment_route_draft1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addeddecide_formation_change
    • Addeddelete_company_draft
    • Addeddisconnect_email_domain
    • Addedenable_company_inboxes
    • Changedgenerate_documents1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedget_bank_onboarding_status1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedget_cap_table1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedget_charter_filing_quote
    • Changedget_company_briefing1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedget_company_import
    • Addedget_company_import_readings
    • Addedget_company_stock_ledger
    • Changedget_corporate_action_case1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedget_corporate_action_consents
    • Addedget_current_charter
    • Addedget_delaware_annual_service
    • Addedget_email_domain
    • Addedget_formation_revisions
    • Addedget_governed_action
    • Addedget_import_intake_review
    • Addedget_linked_package
    • Addedget_my_governed_document
    • Changedget_org1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedget_payment_pipeline_status1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedget_signature_request
    • Changedget_status1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedimport_cap_table1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedimport_company
    • Addedinspect_email_domain
    • Changedinvite_cofounders1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedinvite_member1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedlist_business_irs_changes
    • Addedlist_company_directors
    • Addedlist_company_drafts
    • Addedlist_company_inboxes
    • Changedlist_corporate_action_cases4 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • addedInput schema / properties / includeHistory
        Added value: +{
        +  "default": false,
        +  "type": "boolean"
        +}
      • changedInput schema / properties / status / enum
        Previous value: -[
        -  "draft",
        -  "awaiting_attorney_review",
        -  "ready_for_approval",
        -  "awaiting_signatures",
        -  "approved",
        -  "executing",
        -  "waiting_external",
        -  "completed",
        -  "cancelled"
        -]New value: +[
        +  "draft",
        +  "awaiting_attorney_review",
        +  "ready_for_approval",
        +  "awaiting_signatures",
        +  "awaiting_payment",
        +  "approved",
        +  "executing",
        +  "waiting_external",
        +  "completed",
        +  "cancelled"
        +]
      • changedInput schema / required
        Previous value: -[
        -  "companyId",
        -  "limit"
        -]New value: +[
        +  "companyId",
        +  "limit",
        +  "includeHistory"
        +]
    • Addedlist_governed_action_options
    • Addedlist_governed_actions
    • Addedlist_inbox_messages
    • Addedlist_linked_packages
    • Addedlist_payment_requests
    • Changedmanage_operating_access_grant3 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id. May be omitted only when the active organization has exactly one company."New value: +"corply_companies.id. May be omitted only when this connection has exactly one company."
      • changedInput schema / properties / granteeUserId / description
        Previous value: -"Required for grant; must be an active member of the organization."New value: +"Required for grant; must be an active member of this company."
    • Addedmanage_payment_request
    • Changedmark_task_done1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changednudge_signer1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedprepare_83b_tin_input1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedprepare_delaware_annual_report
    • Changedprepare_revenue_launch1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedpropose_charter_amendment
    • Addedpropose_cliff_repurchase
    • Addedpropose_formation_change
    • Addedpropose_governed_departure
    • Addedpropose_governed_replacement
    • Addedpropose_ip_assignment
    • Addedpropose_restricted_stock_issuance
    • Addedqueue_corporate_action_filing
    • Addedread_company_import_documents
    • Addedread_import_intake
    • Addedread_inbox_message
    • Changedrecall1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedreconcile_bank_onboarding1 field changed
      • changedInput schema / oneOf
        Previous value: -[
        -  {
        -    "additionalProperties": false,
        -    "properties": {
        -      "_corply_context": {
        -        "additionalProperties": false,
        -        "dependentRequired": {
        -          "receipt": [
        -            "id"
        -          ]
        -        },
        -        "description": "Echo context_engineering.context_session from the prior Corply result.",
        -        "properties": {
        -          "id": {
        -            "maxLength": 200,
        -            "minLength": 16,
        -            "type": "string"
        -          },
        -          "receipt": {
        -            "maxLength": 2048,
        -            "minLength": 16,
        -            "type": "string"
        -          }
        -        },
        -        "type": "object"
        -      },
        -      "applicationId": {
        -        "format": "uuid",
        -        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        -        "type": "string"
        -      },
        -      "companyId": {
        -        "format": "uuid",
        -        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        -        "type": "string"
        -      },
        -      "handoffUrl": {
        -        "format": "uri",
        -        "type": "string"
        -      },
        -      "providerApplicationId": {
        -        "maxLength": 256,
        -        "minLength": 1,
        -        "type": "string"
        -      },
        -      "reconciliationNote": {
        -        "maxLength": 1000,
        -        "minLength": 3,
        -        "type": "string"
        -      },
        -      "resolution": {
        -        "const": "handoff_ready",
        -        "type": "string"
        -      }
        -    },
        -    "required": [
        -      "companyId",
        -      "applicationId",
        -      "resolution",
        -      "providerApplicationId",
        -      "handoffUrl",
        -      "reconciliationNote"
        -    ],
        -    "type": "object"
        -  },
        -  {
        -    "additionalProperties": false,
        -    "properties": {
        -      "_corply_context": {
        -        "additionalProperties": false,
        -        "dependentRequired": {
        -          "receipt": [
        -            "id"
        -          ]
        -        },
        -        "description": "Echo context_engineering.context_session from the prior Corply result.",
        -        "properties": {
        -          "id": {
        -            "maxLength": 200,
        -            "minLength": 16,
        -            "type": "string"
        -          },
        -          "receipt": {
        -            "maxLength": 2048,
        -            "minLength": 16,
        -            "type": "string"
        -          }
        -        },
        -        "type": "object"
        -      },
        -      "applicationId": {
        -        "format": "uuid",
        -        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        -        "type": "string"
        -      },
        -      "companyId": {
        -        "format": "uuid",
        -        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        -        "type": "string"
        -      },
        -      "reconciliationNote": {
        -        "maxLength": 1000,
        -        "minLength": 3,
        -        "type": "string"
        -      },
        -      "resolution": {
        -        "const": "provider_confirmed_retry_safe",
        -        "type": "string"
        -      }
        -    },
        -    "required": [
        -      "companyId",
        -      "applicationId",
        -      "resolution",
        -      "reconciliationNote"
        -    ],
        -    "type": "object"
        -  }
        -]New value: +[
        +  {
        +    "additionalProperties": false,
        +    "properties": {
        +      "_corply_context": {
        +        "additionalProperties": false,
        +        "dependentRequired": {
        +          "receipt": [
        +            "id"
        +          ]
        +        },
        +        "properties": {
        +          "id": {
        +            "maxLength": 200,
        +            "minLength": 16,
        +            "type": "string"
        +          },
        +          "receipt": {
        +            "maxLength": 2048,
        +            "minLength": 16,
        +            "type": "string"
        +          }
        +        },
        +        "type": "object"
        +      },
        +      "applicationId": {
        +        "format": "uuid",
        +        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        +        "type": "string"
        +      },
        +      "companyId": {
        +        "format": "uuid",
        +        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        +        "type": "string"
        +      },
        +      "handoffUrl": {
        +        "format": "uri",
        +        "type": "string"
        +      },
        +      "providerApplicationId": {
        +        "maxLength": 256,
        +        "minLength": 1,
        +        "type": "string"
        +      },
        +      "reconciliationNote": {
        +        "maxLength": 1000,
        +        "minLength": 3,
        +        "type": "string"
        +      },
        +      "resolution": {
        +        "const": "handoff_ready",
        +        "type": "string"
        +      }
        +    },
        +    "required": [
        +      "companyId",
        +      "applicationId",
        +      "resolution",
        +      "providerApplicationId",
        +      "handoffUrl",
        +      "reconciliationNote"
        +    ],
        +    "type": "object"
        +  },
        +  {
        +    "additionalProperties": false,
        +    "properties": {
        +      "_corply_context": {
        +        "additionalProperties": false,
        +        "dependentRequired": {
        +          "receipt": [
        +            "id"
        +          ]
        +        },
        +        "properties": {
        +          "id": {
        +            "maxLength": 200,
        +            "minLength": 16,
        +            "type": "string"
        +          },
        +          "receipt": {
        +            "maxLength": 2048,
        +            "minLength": 16,
        +            "type": "string"
        +          }
        +        },
        +        "type": "object"
        +      },
        +      "applicationId": {
        +        "format": "uuid",
        +        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        +        "type": "string"
        +      },
        +      "companyId": {
        +        "format": "uuid",
        +        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        +        "type": "string"
        +      },
        +      "reconciliationNote": {
        +        "maxLength": 1000,
        +        "minLength": 3,
        +        "type": "string"
        +      },
        +      "resolution": {
        +        "const": "provider_confirmed_retry_safe",
        +        "type": "string"
        +      }
        +    },
        +    "required": [
        +      "companyId",
        +      "applicationId",
        +      "resolution",
        +      "reconciliationNote"
        +    ],
        +    "type": "object"
        +  }
        +]
    • Changedreconcile_payment_route1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedrecord_company_director_appointment
    • Addedrecord_company_director_resignation
    • Changedrecord_existing_completion4 fields changed
      • removedInput schema / $defs
        Removed value: -{
        -  "__schema0": {
        -    "anyOf": [
        -      {
        -        "type": "string"
        -      },
        -      {
        -        "type": "number"
        -      },
        -      {
        -        "type": "boolean"
        -      },
        -      {
        -        "type": "null"
        -      },
        -      {
        -        "items": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "type": "array"
        -      },
        -      {
        -        "additionalProperties": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "propertyNames": {
        -          "type": "string"
        -        },
        -        "type": "object"
        -      }
        -    ]
        -  }
        -}
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • removedInput schema / properties / provenance / properties / attributes / additionalProperties / $ref
        Removed value: -"#/$defs/__schema0"
      • addedInput schema / properties / provenance / properties / attributes / additionalProperties / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "number"
        +  },
        +  {
        +    "type": "boolean"
        +  },
        +  {
        +    "type": "null"
        +  },
        +  {
        +    "items": {},
        +    "type": "array"
        +  },
        +  {
        +    "additionalProperties": {},
        +    "propertyNames": {
        +      "type": "string"
        +    },
        +    "type": "object"
        +  }
        +]
    • Changedrecord_operating_event7 fields changed
      • removedInput schema / $defs
        Removed value: -{
        -  "__schema0": {
        -    "anyOf": [
        -      {
        -        "type": "string"
        -      },
        -      {
        -        "type": "number"
        -      },
        -      {
        -        "type": "boolean"
        -      },
        -      {
        -        "type": "null"
        -      },
        -      {
        -        "items": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "type": "array"
        -      },
        -      {
        -        "additionalProperties": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "propertyNames": {
        -          "type": "string"
        -        },
        -        "type": "object"
        -      }
        -    ]
        -  },
        -  "__schema1": {
        -    "anyOf": [
        -      {
        -        "type": "string"
        -      },
        -      {
        -        "type": "number"
        -      },
        -      {
        -        "type": "boolean"
        -      },
        -      {
        -        "type": "null"
        -      },
        -      {
        -        "items": {
        -          "$ref": "#/$defs/__schema1"
        -        },
        -        "type": "array"
        -      },
        -      {
        -        "additionalProperties": {
        -          "$ref": "#/$defs/__schema1"
        -        },
        -        "propertyNames": {
        -          "type": "string"
        -        },
        -        "type": "object"
        -      }
        -    ]
        -  }
        -}
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • removedInput schema / properties / anchorValue / $ref
        Removed value: -"#/$defs/__schema0"
      • addedInput schema / properties / anchorValue / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "number"
        +  },
        +  {
        +    "type": "boolean"
        +  },
        +  {
        +    "type": "null"
        +  },
        +  {
        +    "items": {},
        +    "type": "array"
        +  },
        +  {
        +    "additionalProperties": {},
        +    "propertyNames": {
        +      "type": "string"
        +    },
        +    "type": "object"
        +  }
        +]
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id. May be omitted only when the active organization has exactly one company."New value: +"corply_companies.id. May be omitted only when this connection has exactly one company."
      • removedInput schema / properties / provenance / additionalProperties / $ref
        Removed value: -"#/$defs/__schema1"
      • addedInput schema / properties / provenance / additionalProperties / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "number"
        +  },
        +  {
        +    "type": "boolean"
        +  },
        +  {
        +    "type": "null"
        +  },
        +  {
        +    "items": {},
        +    "type": "array"
        +  },
        +  {
        +    "additionalProperties": {},
        +    "propertyNames": {
        +      "type": "string"
        +    },
        +    "type": "object"
        +  }
        +]
    • Changedrecord_operating_evidence5 fields changed
      • removedInput schema / $defs
        Removed value: -{
        -  "__schema0": {
        -    "anyOf": [
        -      {
        -        "type": "string"
        -      },
        -      {
        -        "type": "number"
        -      },
        -      {
        -        "type": "boolean"
        -      },
        -      {
        -        "type": "null"
        -      },
        -      {
        -        "items": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "type": "array"
        -      },
        -      {
        -        "additionalProperties": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "propertyNames": {
        -          "type": "string"
        -        },
        -        "type": "object"
        -      }
        -    ]
        -  }
        -}
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id. May be omitted only when the active organization has exactly one company."New value: +"corply_companies.id. May be omitted only when this connection has exactly one company."
      • removedInput schema / properties / metadata / additionalProperties / $ref
        Removed value: -"#/$defs/__schema0"
      • addedInput schema / properties / metadata / additionalProperties / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "number"
        +  },
        +  {
        +    "type": "boolean"
        +  },
        +  {
        +    "type": "null"
        +  },
        +  {
        +    "items": {},
        +    "type": "array"
        +  },
        +  {
        +    "additionalProperties": {},
        +    "propertyNames": {
        +      "type": "string"
        +    },
        +    "type": "object"
        +  }
        +]
    • Changedrecord_operating_fact7 fields changed
      • removedInput schema / $defs
        Removed value: -{
        -  "__schema0": {
        -    "anyOf": [
        -      {
        -        "type": "string"
        -      },
        -      {
        -        "type": "number"
        -      },
        -      {
        -        "type": "boolean"
        -      },
        -      {
        -        "type": "null"
        -      },
        -      {
        -        "items": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "type": "array"
        -      },
        -      {
        -        "additionalProperties": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "propertyNames": {
        -          "type": "string"
        -        },
        -        "type": "object"
        -      }
        -    ]
        -  },
        -  "__schema1": {
        -    "anyOf": [
        -      {
        -        "type": "string"
        -      },
        -      {
        -        "type": "number"
        -      },
        -      {
        -        "type": "boolean"
        -      },
        -      {
        -        "type": "null"
        -      },
        -      {
        -        "items": {
        -          "$ref": "#/$defs/__schema1"
        -        },
        -        "type": "array"
        -      },
        -      {
        -        "additionalProperties": {
        -          "$ref": "#/$defs/__schema1"
        -        },
        -        "propertyNames": {
        -          "type": "string"
        -        },
        -        "type": "object"
        -      }
        -    ]
        -  }
        -}
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id. May be omitted only when the active organization has exactly one company."New value: +"corply_companies.id. May be omitted only when this connection has exactly one company."
      • removedInput schema / properties / provenance / additionalProperties / $ref
        Removed value: -"#/$defs/__schema1"
      • addedInput schema / properties / provenance / additionalProperties / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "number"
        +  },
        +  {
        +    "type": "boolean"
        +  },
        +  {
        +    "type": "null"
        +  },
        +  {
        +    "items": {},
        +    "type": "array"
        +  },
        +  {
        +    "additionalProperties": {},
        +    "propertyNames": {
        +      "type": "string"
        +    },
        +    "type": "object"
        +  }
        +]
      • removedInput schema / properties / value / $ref
        Removed value: -"#/$defs/__schema0"
      • addedInput schema / properties / value / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "number"
        +  },
        +  {
        +    "type": "boolean"
        +  },
        +  {
        +    "type": "null"
        +  },
        +  {
        +    "items": {},
        +    "type": "array"
        +  },
        +  {
        +    "additionalProperties": {},
        +    "propertyNames": {
        +      "type": "string"
        +    },
        +    "type": "object"
        +  }
        +]
    • Changedredeem_invite1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedrefresh_payment_route_onboarding1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedremember1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedremind_corporate_action_consents
    • Addedremove_company_logo
    • Addedrequest_business_irs_change
    • Addedrequest_corporate_action_consents
    • Addedrequest_governed_signatures
    • Addedrequest_money
    • Changedrequest_payment6 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • addedInput schema / properties / annualBillingAccepted
        Added value: +{
        +  "const": true,
        +  "description": "Pass true only after the founder explicitly accepts the exact server-returned due-today amount and fixed annual registered-agent renewal, beginning after the included first year, under their chosen annualRenewal mode, and understands Corply keeps the payment method on file through Corply Pay (charged for renewals automatically, or only after they approve each renewal in approval_required mode). Never infer acceptance from a general request to incorporate or pay.",
        +  "type": "boolean"
        +}
      • addedInput schema / properties / annualRenewal
        Added value: +{
        +  "description": "How the fixed annual registered-agent renewal is handled after the included first year. 'automatic' (the default when omitted): renews every year until cancelled in Settings → Billing, charged to the saved card or bank account. 'approval_required': the card or bank account stays on file, but no renewal is ever charged until the founder approves it (Corply emails about 35 and 18 days before the included year ends); without approval coverage ends and the company must appoint another registered agent. Omit or pass 'automatic' unless the founder asked for approval before each renewal. An amendment balance keeps the existing renewal setting and ignores this field.",
        +  "enum": [
        +    "automatic",
        +    "approval_required"
        +  ],
        +  "type": "string"
        +}
      • removedInput schema / properties / corplyMail
        Removed value: -{
        -  "description": "Explicit renewal choice after disclosure. Defaults to none; annual is $119/year after 365 included days, monthly is $15/month.",
        -  "enum": [
        -    "annual",
        -    "monthly",
        -    "none"
        -  ],
        -  "type": "string"
        -}
      • removedInput schema / properties / registeredAgent
        Removed value: -{
        -  "description": "year_one = $449 total. lifetime = $799 total. Defaults to year_one.",
        -  "enum": [
        -    "year_one",
        -    "lifetime"
        -  ],
        -  "type": "string"
        -}
      • changedInput schema / required
        Previous value: -[
        -  "formationId"
        -]New value: +[
        +  "formationId",
        +  "annualBillingAccepted"
        +]
    • Removedrequest_registered_agent_upgrade
    • Changedrequest_signature1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedresend_taxpayer_link
    • Addedresolve_address
    • Changedresolve_company_plan2 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id. May be omitted only when the active organization has exactly one company."New value: +"corply_companies.id. May be omitted only when this connection has exactly one company."
    • Addedreview_invited_identity
    • Addedrevoke_invite
    • Changedrun_sandbox_payment_probe1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedrun_sandbox_payout_probe1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedsave_application36 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id (from get_org). OMIT it — the server auto-attaches the org's company. NEVER pass a formationId here."New value: +"Connected company ID from whoami or the previous save result; another company needs a company switch first. Never pass a formationId."
      • addedInput schema / properties / data / properties / founders / items / properties / attestedLegalName
        Added value: +{
        +  "description": "Set to the founder's name only after that founder personally confirms it is their full legal name exactly as on their government ID. Never set it for another person; invited founders confirm when they approve their own details.",
        +  "type": "string"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / boardChair
        Added value: +{
        +  "description": "Chairperson of the Board. At most one founder, who must be a director.",
        +  "type": "boolean"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / capitalContribution
        Added value: +{
        +  "description": "Florida LLC only: member cash capital contribution in USD, e.g. \"100.00\" or \"0\". Confirm this amount with the member; do not infer it.",
        +  "type": "string"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / dateOfBirth
        Added value: +{
        +  "anyOf": [
        +    {
        +      "const": "",
        +      "type": "string"
        +    },
        +    {
        +      "format": "date",
        +      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$",
        +      "type": "string"
        +    }
        +  ],
        +  "description": "For Delaware corporations, collect date of birth in YYYY-MM-DD from that person during identity review. Never ask an incorporator to supply another established account’s private information. Not required for Florida LLC filing. Never infer from age or other facts, and do not repeat in summaries."
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / election83bFilingMethod
        Added value: +{
        +  "description": "83(b) filing service choice: self means the founder files personally using IRS Form 15620 (online when eligible) and Corply provides instructions, deadline reminders and evidence review at no managed-filing fee. corply means paid managed Certified Mail filing with separate personal authorization and secure taxpayer-number entry. Legacy omission means corply. Keep elects83b=true for either filing method; never label self-filing as declining the election. Offer both choices before payment.",
        +  "enum": [
        +    "corply",
        +    "self"
        +  ],
        +  "type": "string"
        +}
      • changedInput schema / properties / data / properties / founders / items / properties / elects83b / description
        Previous value: -"Defaults to true for standard restricted founder shares. Agents must not ask this during intake."New value: +"Defaults to true for restricted founder shares; forced false for fully_vested shares. Agents must not ask this during intake."
      • addedInput schema / properties / data / properties / founders / items / properties / equityTreatment
        Added value: +{
        +  "description": "Per-founder stock purchase choice. Standard vesting is the default; also offer fully_vested for common shares owned in full on issuance: SPA, no vesting schedule or 83(b) election. Omitted legacy values mean vesting; never infer this choice from zero months.",
        +  "enum": [
        +    "vesting",
        +    "fully_vested"
        +  ],
        +  "type": "string"
        +}
      • removedInput schema / properties / data / properties / founders / items / properties / f1WorkAuthorization / default
        Removed value: -null
      • addedInput schema / properties / data / properties / founders / items / properties / identityStatus
        Added value: +{
        +  "description": "Server-owned identity review state; cannot grant consent.",
        +  "enum": [
        +    "self",
        +    "approved",
        +    "draft",
        +    "awaiting_founder"
        +  ],
        +  "type": "string"
        +}
      • removedInput schema / properties / data / properties / founders / items / properties / immigrationStatus / default
        Removed value: -null
      • addedInput schema / properties / data / properties / founders / items / properties / name / default
        Added value: +""
      • changedInput schema / properties / data / properties / founders / items / properties / name / description
        Previous value: -"Founder's full legal name."New value: +"Full legal name. Leave blank while another founder’s identity is awaiting their consent."
      • removedInput schema / properties / data / properties / founders / items / properties / name / minLength
        Removed value: -1
      • addedInput schema / properties / data / properties / founders / items / properties / officerTitles
        Added value: +{
        +  "description": "Offices this founder holds, e.g. [\"Chief Executive Officer\", \"President\"]. Each office has one holder; one founder may hold several. A Delaware corporation needs a Chief Executive Officer, a President and a Secretary. Omit on older drafts to keep their CEO and incorporator flags.",
        +  "items": {
        +    "enum": [
        +      "Chief Executive Officer",
        +      "President",
        +      "Secretary",
        +      "Chief Financial Officer",
        +      "Treasurer",
        +      "Chief Operating Officer",
        +      "Chief Technology Officer",
        +      "Chief Information Officer"
        +    ],
        +    "type": "string"
        +  },
        +  "type": "array"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / ownershipPercent
        Added value: +{
        +  "description": "Florida LLC only: fully vested membership ownership percentage, e.g. \"60\". All members must total exactly 100.",
        +  "type": "string"
        +}
      • addedInput schema / properties / data / properties / founders / items / properties / taxResidencyDefaultDeclined
        Added value: +{
        +  "description": "Set true on your own row when you correct, or are unsure about, the disclosed US citizen/taxpayer default, so Corply never applies it again.",
        +  "type": "boolean"
        +}
      • removedInput schema / properties / data / properties / founders / items / properties / usCitizenOrPermanentResident / default
        Removed value: -null
      • removedInput schema / properties / data / properties / founders / items / properties / usTaxpayer / default
        Removed value: -null
      • changedInput schema / properties / data / properties / founders / items / required
        Previous value: -[
        -  "id",
        -  "name",
        -  "email",
        -  "address",
        -  "title",
        -  "isIncorporator",
        -  "isDirector",
        -  "isOfficer",
        -  "usTaxpayer",
        -  "usCitizenOrPermanentResident",
        -  "immigrationStatus",
        -  "f1WorkAuthorization",
        -  "shares",
        -  "purchasePrice",
        -  "vestingMonths",
        -  "cliffMonths",
        -  "vestingStart",
        -  "stockPurchaseDate",
        -  "elects83b",
        -  "election83bConfirmed"
        -]New value: +[
        +  "id",
        +  "name",
        +  "email",
        +  "address",
        +  "title",
        +  "isIncorporator",
        +  "isDirector",
        +  "isOfficer",
        +  "shares",
        +  "purchasePrice",
        +  "vestingMonths",
        +  "cliffMonths",
        +  "vestingStart",
        +  "stockPurchaseDate",
        +  "elects83b",
        +  "election83bConfirmed"
        +]
      • addedInput schema / properties / data / properties / jurisdiction
        Added value: +{
        +  "description": "Formation state as a US-XX code, e.g. 'US-DE'. Ask the founder which state before promoting the application to ready; never assume one.",
        +  "enum": [
        +    "US-WY",
        +    "US-FL",
        +    "US-DE",
        +    "US-TX"
        +  ],
        +  "type": "string"
        +}
      • addedInput schema / properties / data / properties / llc
        Added value: +{
        +  "additionalProperties": false,
        +  "properties": {
        +    "mailingAddress": {
        +      "additionalProperties": false,
        +      "description": "Business mailing address; defaults to the principal address when omitted.",
        +      "properties": {
        +        "city": {
        +          "type": "string"
        +        },
        +        "country": {
        +          "description": "Two-letter country code, e.g. \"US\".",
        +          "type": "string"
        +        },
        +        "state": {
        +          "type": "string"
        +        },
        +        "street": {
        +          "type": "string"
        +        },
        +        "street2": {
        +          "type": "string"
        +        },
        +        "zip": {
        +          "type": "string"
        +        }
        +      },
        +      "type": "object"
        +    },
        +    "management": {
        +      "const": "member_managed",
        +      "description": "The supported Florida LLC is managed by its members; manager-managed arrangements require a separate legal workflow.",
        +      "type": "string"
        +    },
        +    "organizerFounderId": {
        +      "description": "A saved founder id. Defaults to the first member and signs the Articles as authorized representative.",
        +      "type": "string"
        +    },
        +    "ownershipConfirmed": {
        +      "type": "boolean"
        +    },
        +    "principalAddress": {
        +      "additionalProperties": false,
        +      "description": "Physical principal business address; a PO box is not accepted.",
        +      "properties": {
        +        "city": {
        +          "type": "string"
        +        },
        +        "country": {
        +          "description": "Two-letter country code, e.g. \"US\".",
        +          "type": "string"
        +        },
        +        "state": {
        +          "type": "string"
        +        },
        +        "street": {
        +          "type": "string"
        +        },
        +        "street2": {
        +          "type": "string"
        +        },
        +        "zip": {
        +          "type": "string"
        +        }
        +      },
        +      "type": "object"
        +    },
        +    "taxClassification": {
        +      "const": "default",
        +      "description": "Default federal classification: disregarded entity for one member or partnership for multiple members; no corporate tax election.",
        +      "type": "string"
        +    }
        +  },
        +  "type": "object"
        +}
      • changedInput schema / properties / data / properties / name / properties / suffix / description
        Previous value: -"Legal suffix appended to the base name, e.g. \", Inc.\"."New value: +"Legal designator, e.g. \"Inc.\" or \", Inc.\". A leading comma attaches directly; otherwise Corply inserts one space."
      • addedInput schema / properties / data / properties / name / properties / suffixConfirmed
        Added value: +{
        +  "description": "Set true after the founder confirms the displayed legal name in the configuration review or explicitly chooses its suffix.",
        +  "type": "boolean"
        +}
      • removedInput schema / properties / data / properties / ownership / properties / authorizedShares / default
        Removed value: -"10000000"
      • addedInput schema / properties / data / properties / ownership / properties / capitalizationConfirmed
        Added value: +{
        +  "description": "Set true after the founder confirms the displayed capitalization in the configuration review. This does not confirm or change the founder split.",
        +  "type": "boolean"
        +}
      • removedInput schema / properties / data / properties / ownership / properties / equityPoolPercent / default
        Removed value: -""
      • removedInput schema / properties / data / properties / ownership / properties / fmv / default
        Removed value: -""
      • removedInput schema / properties / data / properties / ownership / properties / founderSplitConfirmed / default
        Removed value: -false
      • removedInput schema / properties / data / properties / ownership / properties / parValue / default
        Removed value: -"0.00001"
      • changedInput schema / properties / data / properties / structure / description
        Previous value: -"Source/start structure used to reuse existing team facts. Corply's generated target is always a regular Delaware C corporation; 'llc' never asks Corply to generate LLC documents."New value: +"The legal form being formed. Automated formation supports Delaware C corporations and Florida member-managed LLCs with fully vested membership interests and default federal tax classification."
      • addedInput schema / properties / expectedDataHash
        Added value: +{
        +  "description": "Current data_hash from the latest result or get_status.revisionHistory; rejects concurrent edits.",
        +  "type": "string"
        +}
      • addedInput schema / properties / expectedRevisionId
        Added value: +{
        +  "description": "Current revision from the latest result or get_status.revisionHistory; prevents overwriting a stale version.",
        +  "format": "uuid",
        +  "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        +  "type": "string"
        +}
      • addedInput schema / properties / newCompanyRequestId
        Added value: +{
        +  "description": "Agent-generated UUID for an explicitly requested new incorporation. Reuse on retry; omit companyId. Never ask the founder to supply this technical ID.",
        +  "format": "uuid",
        +  "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
        +  "type": "string"
        +}
      • addedInput schema / properties / useOwnProfileFields
        Added value: +{
        +  "description": "Legacy compatibility: after confirming ownProfileSuggestion, copy on-file fields into blank fields of the caller's own row. Prefer ownDetailsReview and confirm_own_details, which confirm an exact server-held version without resending values. Never look up a saved address or repeat DOB in chat.",
        +  "items": {
        +    "enum": [
        +      "name",
        +      "address",
        +      "dateOfBirth",
        +      "usTaxpayer",
        +      "usCitizenOrPermanentResident",
        +      "immigrationStatus",
        +      "f1WorkAuthorization"
        +    ],
        +    "type": "string"
        +  },
        +  "maxItems": 7,
        +  "type": "array"
        +}
    • Addedsearch_company_domains
    • Addedsend_inbox_email
    • Addedsend_invoice
    • Addedsend_repurchase_exercise_notice
    • Addedset_company_logo
    • Addedset_domain_auto_renew
    • Addedset_up_corply_pay
    • Addedshow_address_picker
    • Addedshow_welcome
    • Changedsign_bundle1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedsign_my_governed_document
    • Addedsign_out
    • Changedstart_bank_onboarding1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Addedstart_company_domain_checkout
    • Addedstart_company_draft
    • Changedstart_payment_route_onboarding1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedsubmit_for_formation1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedsubmit_operating_fact_evidence4 fields changed
      • removedInput schema / $defs
        Removed value: -{
        -  "__schema0": {
        -    "anyOf": [
        -      {
        -        "type": "string"
        -      },
        -      {
        -        "type": "number"
        -      },
        -      {
        -        "type": "boolean"
        -      },
        -      {
        -        "type": "null"
        -      },
        -      {
        -        "items": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "type": "array"
        -      },
        -      {
        -        "additionalProperties": {
        -          "$ref": "#/$defs/__schema0"
        -        },
        -        "propertyNames": {
        -          "type": "string"
        -        },
        -        "type": "object"
        -      }
        -    ]
        -  }
        -}
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • removedInput schema / properties / value / $ref
        Removed value: -"#/$defs/__schema0"
      • addedInput schema / properties / value / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "number"
        +  },
        +  {
        +    "type": "boolean"
        +  },
        +  {
        +    "type": "null"
        +  },
        +  {
        +    "items": {},
        +    "type": "array"
        +  },
        +  {
        +    "additionalProperties": {},
        +    "propertyNames": {
        +      "type": "string"
        +    },
        +    "type": "object"
        +  }
        +]
    • Addedsuggest_addresses
    • Addedswitch_company
    • Addedtransfer_formation_authority
    • Changedtransition_operating_work_item2 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id. May be omitted only when the active organization has exactly one company."New value: +"corply_companies.id. May be omitted only when this connection has exactly one company."
    • Addedupdate_email_sender
    • Addedupload_company_import_document
    • Changedupload_operating_evidence2 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id. May be omitted only when the active organization has exactly one company."New value: +"corply_companies.id. May be omitted only when this connection has exactly one company."
    • Changedupsert_operating_subject2 fields changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
      • changedInput schema / properties / companyId / description
        Previous value: -"corply_companies.id. May be omitted only when the active organization has exactly one company."New value: +"corply_companies.id. May be omitted only when this connection has exactly one company."
    • Changedvalidate_application1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedverify_payment_integration1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
    • Changedwhoami1 field changed
      • removedInput schema / properties / _corply_context / description
        Removed value: -"Echo context_engineering.context_session from the prior Corply result."
  10. 5 tool updates
    • Addedadvance_corporate_action_case
    • Addedattach_corporate_action_evidence
    • Addedcreate_corporate_action_case
    • Addedget_corporate_action_case
    • Addedlist_corporate_action_cases
  11. 1 tool update
    • Changedrequest_payment1 field changed
      • addedInput schema / properties / corplyMail
        Added value: +{
        +  "description": "Explicit renewal choice after disclosure. Defaults to none; annual is $119/year after 365 included days, monthly is $15/month.",
        +  "enum": [
        +    "annual",
        +    "monthly",
        +    "none"
        +  ],
        +  "type": "string"
        +}
  12. 2 tool updates
    • Changedamend_frozen_application4 fields changed
      • changedInput schema / properties / data / properties / founders / items / properties / election83bConfirmed / default
        Previous value: -falseNew value: +true
      • addedInput schema / properties / data / properties / founders / items / properties / election83bConfirmed / description
        Added value: +"Deprecated intake gate. Defaults true; agents must not ask for a separate 83(b) confirmation."
      • changedInput schema / properties / data / properties / founders / items / properties / elects83b / default
        Previous value: -nullNew value: +true
      • addedInput schema / properties / data / properties / founders / items / properties / elects83b / description
        Added value: +"Defaults to true for standard restricted founder shares. Agents must not ask this during intake."
    • Changedsave_application4 fields changed
      • changedInput schema / properties / data / properties / founders / items / properties / election83bConfirmed / default
        Previous value: -falseNew value: +true
      • addedInput schema / properties / data / properties / founders / items / properties / election83bConfirmed / description
        Added value: +"Deprecated intake gate. Defaults true; agents must not ask for a separate 83(b) confirmation."
      • changedInput schema / properties / data / properties / founders / items / properties / elects83b / default
        Previous value: -nullNew value: +true
      • addedInput schema / properties / data / properties / founders / items / properties / elects83b / description
        Added value: +"Defaults to true for standard restricted founder shares. Agents must not ask this during intake."

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