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
Scored across 141 tools
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.
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.
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.
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.
3 tool updates
- Changed
choose_company_domain8 fields changed- added
Input schema / properties / addressSelectionTokenAdded value: +{ + "description": "Signed selectionToken returned by resolve_address or the address picker.", + "maxLength": 8000, + "type": "string" +} - added
Input schema / properties / registrant / descriptionAdded value: +"Legacy full contact. Prefer registrantReviewToken plus only intentional changes." - removed
Input schema / properties / registrant / properties / country / descriptionRemoved value: -"Two-letter country code, such as US." - removed
Input schema / properties / registrant / properties / phone / descriptionRemoved value: -"With country code, such as +1 512 555 0100." - added
Input schema / properties / registrantChangesAdded 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,}$", + "type": "string" + }, + "firstName": { + "maxLength": 100, + "type": "string" + }, + "lastName": { + "maxLength": 100, + "type": "string" + }, + "phone": { + "maxLength": 40, + "type": "string" + }, + "state": { + "maxLength": 100, + "type": "string" + }, + "zip": { + "maxLength": 20, + "type": "string" + } + }, + "type": "object" +} - added
Input schema / properties / registrantConfirmedAdded value: +{ + "const": true, + "description": "True only after the founder chooses Use these details or explicitly confirms the edited contact.", + "type": "boolean" +} - added
Input schema / properties / registrantReviewTokenAdded value: +{ + "description": "Opaque reviewToken returned by search_company_domains.", + "maxLength": 8000, + "type": "string" +} - changed
Input schema / requiredPrevious value: -[ - "quoteId", - "registrant" -]New value: +[ + "quoteId" +]
- Changed
create_departure_package1 field changed- added
Input schema / properties / departure / properties / roleRecordIdsAdded value: +{ + "items": { + "format": "uuid", + "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", + "type": "string" + }, + "maxItems": 10, + "minItems": 1, + "type": "array" +}
- Changed
propose_governed_departure1 field changed- added
Input schema / properties / roleRecordIdsAdded 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" +}
14 tool updates
- Added
get_company_billing - Added
get_corply_mail - Removed
get_delaware_annual_service - Added
get_mail_item - Changed
get_status3 fields changed- removed
Input schema / properties / annualRenewalRemoved 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" -} - added
Input schema / properties / billingCadenceAdded 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" +} - added
Input schema / properties / removedOptionalServicesAdded 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" +}
- Added
list_mail - Added
manage_company_billing - Added
manage_corply_mail_billing - Removed
prepare_delaware_annual_report - Added
request_mail_forward - Added
request_mail_scan - Added
request_mail_shred - Changed
request_payment5 fields changed- changed
Input schema / properties / annualBillingAccepted / descriptionPrevious 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." - removed
Input schema / properties / annualRenewalRemoved 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" -} - added
Input schema / properties / billingCadenceAdded 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" +} - added
Input schema / properties / removedOptionalServicesAdded 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" +} - changed
Input schema / requiredPrevious value: -[ - "formationId", - "annualBillingAccepted" -]New value: +[ + "formationId", + "annualBillingAccepted", + "billingCadence" +]
- Added
start_corply_mail_activation
4 tool updates
- Changed
amend_frozen_application7 fields changed- removed
Input schema / properties / data / properties / founders / items / properties / capitalContributionRemoved 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" -} - changed
Input schema / properties / data / properties / founders / items / properties / dateOfBirth / descriptionPrevious 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." - removed
Input schema / properties / data / properties / founders / items / properties / ownershipPercentRemoved value: -{ - "description": "Florida LLC only: fully vested membership ownership percentage, e.g. \"60\". All members must total exactly 100.", - "type": "string" -} - changed
Input schema / properties / data / properties / jurisdiction / descriptionPrevious 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." - changed
Input schema / properties / data / properties / jurisdiction / enumPrevious value: -[ - "US-WY", - "US-FL", - "US-DE", - "US-TX" -]New value: +[ + "US-WY", + "US-DE", + "US-TX" +] - removed
Input schema / properties / data / properties / llcRemoved 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" -} - changed
Input schema / properties / data / properties / structure / descriptionPrevious 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."
- Changed
approve_invited_identity1 field changed- changed
Input schema / properties / identity / properties / dateOfBirth / descriptionPrevious 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."
- Changed
import_company4 fields changed- added
Input schema / properties / entityType / constAdded value: +"c_corp" - removed
Input schema / properties / entityType / enumRemoved value: -[ - "c_corp", - "llc" -] - added
Input schema / properties / jurisdiction / constAdded value: +"US-DE" - removed
Input schema / properties / jurisdiction / enumRemoved value: -[ - "US-DE", - "US-FL" -]
- Changed
save_application7 fields changed- removed
Input schema / properties / data / properties / founders / items / properties / capitalContributionRemoved 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" -} - changed
Input schema / properties / data / properties / founders / items / properties / dateOfBirth / descriptionPrevious 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." - removed
Input schema / properties / data / properties / founders / items / properties / ownershipPercentRemoved value: -{ - "description": "Florida LLC only: fully vested membership ownership percentage, e.g. \"60\". All members must total exactly 100.", - "type": "string" -} - changed
Input schema / properties / data / properties / jurisdiction / descriptionPrevious 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." - changed
Input schema / properties / data / properties / jurisdiction / enumPrevious value: -[ - "US-WY", - "US-FL", - "US-DE", - "US-TX" -]New value: +[ + "US-WY", + "US-DE", + "US-TX" +] - removed
Input schema / properties / data / properties / llcRemoved 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" -} - changed
Input schema / properties / data / properties / structure / descriptionPrevious 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."
2 tool updates
- Changed
amend_frozen_application1 field changed- added
Input schema / properties / data / properties / intakeServicesAdded 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" +}
- Changed
save_application3 fields changed- added
Input schema / properties / data / properties / intakeServicesAdded 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" +} - added
Input schema / properties / founderChangesAdded 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" +} - added
Input schema / properties / officeAssignmentsAdded 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" +}
3 tool updates
- Added
get_bank_onboarding_status - Added
reconcile_bank_onboarding - Added
start_bank_onboarding
13 tool updates
- Removed
configure_payment_catalog - Removed
create_payment_integration_bundle - Removed
create_payment_project - Removed
create_payment_route_draft - Removed
get_payment_pipeline_status - Removed
prepare_revenue_launch - Removed
reconcile_payment_route - Removed
refresh_payment_route_onboarding - Removed
run_sandbox_payment_probe - Removed
run_sandbox_payout_probe - Added
set_up_app_payments - Removed
start_payment_route_onboarding - Removed
verify_payment_integration
3 tool updates
- Removed
get_bank_onboarding_status - Removed
reconcile_bank_onboarding - Removed
start_bank_onboarding
4 tool updates
- Changed
amend_frozen_application1 field changed- changed
Input schema / properties / data / properties / jurisdiction / descriptionPrevious 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."
- Changed
get_status1 field changed- added
Input schema / properties / annualRenewalAdded 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" +}
- Changed
request_payment3 fields changed- changed
Input schema / properties / annualBillingAccepted / descriptionPrevious 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." - changed
Input schema / properties / annualRenewal / descriptionPrevious 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." - changed
Input schema / properties / annualRenewal / enumPrevious value: -[ - "automatic", - "approval_required" -]New value: +[ + "automatic", + "approval_required", + "tax_date", + "none" +]
- Changed
save_application1 field changed- changed
Input schema / properties / data / properties / jurisdiction / descriptionPrevious 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."
146 tool updates
- Added
add_import_intake_url - Changed
adopt_existing_company1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
advance_corporate_action_case3 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / expectedStatus / enumPrevious 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" +] - changed
Input schema / properties / nextStatus / enumPrevious 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" +]
- Changed
amend_frozen_application35 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / companyId / descriptionPrevious 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." - added
Input schema / properties / data / properties / founders / items / properties / attestedLegalNameAdded 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" +} - added
Input schema / properties / data / properties / founders / items / properties / boardChairAdded value: +{ + "description": "Chairperson of the Board. At most one founder, who must be a director.", + "type": "boolean" +} - added
Input schema / properties / data / properties / founders / items / properties / capitalContributionAdded 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" +} - added
Input schema / properties / data / properties / founders / items / properties / dateOfBirthAdded 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." +} - added
Input schema / properties / data / properties / founders / items / properties / election83bFilingMethodAdded 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" +} - changed
Input schema / properties / data / properties / founders / items / properties / elects83b / descriptionPrevious 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." - added
Input schema / properties / data / properties / founders / items / properties / equityTreatmentAdded 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" +} - removed
Input schema / properties / data / properties / founders / items / properties / f1WorkAuthorization / defaultRemoved value: -null - added
Input schema / properties / data / properties / founders / items / properties / identityStatusAdded value: +{ + "description": "Server-owned identity review state; cannot grant consent.", + "enum": [ + "self", + "approved", + "draft", + "awaiting_founder" + ], + "type": "string" +} - removed
Input schema / properties / data / properties / founders / items / properties / immigrationStatus / defaultRemoved value: -null - added
Input schema / properties / data / properties / founders / items / properties / name / defaultAdded value: +"" - changed
Input schema / properties / data / properties / founders / items / properties / name / descriptionPrevious value: -"Founder's full legal name."New value: +"Full legal name. Leave blank while another founder’s identity is awaiting their consent." - removed
Input schema / properties / data / properties / founders / items / properties / name / minLengthRemoved value: -1 - added
Input schema / properties / data / properties / founders / items / properties / officerTitlesAdded 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" +} - added
Input schema / properties / data / properties / founders / items / properties / ownershipPercentAdded value: +{ + "description": "Florida LLC only: fully vested membership ownership percentage, e.g. \"60\". All members must total exactly 100.", + "type": "string" +} - added
Input schema / properties / data / properties / founders / items / properties / taxResidencyDefaultDeclinedAdded 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" +} - removed
Input schema / properties / data / properties / founders / items / properties / usCitizenOrPermanentResident / defaultRemoved value: -null - removed
Input schema / properties / data / properties / founders / items / properties / usTaxpayer / defaultRemoved value: -null - changed
Input schema / properties / data / properties / founders / items / requiredPrevious 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" +] - added
Input schema / properties / data / properties / jurisdictionAdded 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" +} - added
Input schema / properties / data / properties / llcAdded 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" +} - changed
Input schema / properties / data / properties / name / properties / suffix / descriptionPrevious 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." - added
Input schema / properties / data / properties / name / properties / suffixConfirmedAdded value: +{ + "description": "Set true after the founder confirms the displayed legal name in the configuration review or explicitly chooses its suffix.", + "type": "boolean" +} - removed
Input schema / properties / data / properties / ownership / properties / authorizedShares / defaultRemoved value: -"10000000" - added
Input schema / properties / data / properties / ownership / properties / capitalizationConfirmedAdded 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" +} - removed
Input schema / properties / data / properties / ownership / properties / equityPoolPercent / defaultRemoved value: -"" - removed
Input schema / properties / data / properties / ownership / properties / fmv / defaultRemoved value: -"" - removed
Input schema / properties / data / properties / ownership / properties / founderSplitConfirmed / defaultRemoved value: -false - removed
Input schema / properties / data / properties / ownership / properties / parValue / defaultRemoved value: -"0.00001" - changed
Input schema / properties / data / properties / structure / descriptionPrevious 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." - added
Input schema / properties / expectedDataHashAdded value: +{ + "type": "string" +} - added
Input schema / properties / expectedRevisionIdAdded 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" +} - changed
Input schema / requiredPrevious value: -[ - "data" -]New value: +[ + "data", + "expectedRevisionId", + "expectedDataHash" +]
- Added
answer_company_import - Added
approve_invited_identity - Added
assign_email_inbox - Changed
attach_corporate_action_evidence4 fields changed- removed
Input schema / $defsRemoved value: -{ - "__schema0": { - "anyOf": [ - { - "type": "string" - }, - { - "type": "number" - }, - { - "type": "boolean" - }, - { - "type": "null" - }, - { - "items": { - "$ref": "#/$defs/__schema0" - }, - "type": "array" - }, - { - "additionalProperties": { - "$ref": "#/$defs/__schema0" - }, - "propertyNames": { - "type": "string" - }, - "type": "object" - } - ] - } -} - removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - removed
Input schema / properties / metadata / additionalProperties / $refRemoved value: -"#/$defs/__schema0" - added
Input schema / properties / metadata / additionalProperties / anyOfAdded value: +[ + { + "type": "string" + }, + { + "type": "number" + }, + { + "type": "boolean" + }, + { + "type": "null" + }, + { + "items": {}, + "type": "array" + }, + { + "additionalProperties": {}, + "propertyNames": { + "type": "string" + }, + "type": "object" + } +]
- Changed
await_payment1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Removed
await_registered_agent_upgrade - Changed
check_company_names1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
check_email_domain - Added
checkout_charter_filing - Added
choose_company_domain - Added
clear_company_domain - Changed
configure_payment_catalog1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
confirm_company_import_reading - Added
confirm_import_intake - Added
confirm_own_details - Added
connect_email_domain - Added
continue_linked_package - Added
create_company_import_upload_link - Changed
create_corporate_action_case5 fields changed- removed
Input schema / $defsRemoved value: -{ - "__schema0": { - "anyOf": [ - { - "type": "string" - }, - { - "type": "number" - }, - { - "type": "boolean" - }, - { - "type": "null" - }, - { - "items": { - "$ref": "#/$defs/__schema0" - }, - "type": "array" - }, - { - "additionalProperties": { - "$ref": "#/$defs/__schema0" - }, - "propertyNames": { - "type": "string" - }, - "type": "object" - } - ] - } -} - removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / actionKind / enumPrevious 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" +] - removed
Input schema / properties / intake / additionalProperties / $refRemoved value: -"#/$defs/__schema0" - added
Input schema / properties / intake / additionalProperties / anyOfAdded value: +[ + { + "type": "string" + }, + { + "type": "number" + }, + { + "type": "boolean" + }, + { + "type": "null" + }, + { + "items": {}, + "type": "array" + }, + { + "additionalProperties": {}, + "propertyNames": { + "type": "string" + }, + "type": "object" + } +]
- Added
create_departure_package - Added
create_import_intake - Added
create_onboarding_package - Changed
create_payment_integration_bundle1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
create_payment_project1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
create_payment_route_draft1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
decide_formation_change - Added
delete_company_draft - Added
disconnect_email_domain - Added
enable_company_inboxes - Changed
generate_documents1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
get_bank_onboarding_status1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
get_cap_table1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
get_charter_filing_quote - Changed
get_company_briefing1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
get_company_import - Added
get_company_import_readings - Added
get_company_stock_ledger - Changed
get_corporate_action_case1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
get_corporate_action_consents - Added
get_current_charter - Added
get_delaware_annual_service - Added
get_email_domain - Added
get_formation_revisions - Added
get_governed_action - Added
get_import_intake_review - Added
get_linked_package - Added
get_my_governed_document - Changed
get_org1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
get_payment_pipeline_status1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
get_signature_request - Changed
get_status1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
import_cap_table1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
import_company - Added
inspect_email_domain - Changed
invite_cofounders1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
invite_member1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
list_business_irs_changes - Added
list_company_directors - Added
list_company_drafts - Added
list_company_inboxes - Changed
list_corporate_action_cases4 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - added
Input schema / properties / includeHistoryAdded value: +{ + "default": false, + "type": "boolean" +} - changed
Input schema / properties / status / enumPrevious 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" +] - changed
Input schema / requiredPrevious value: -[ - "companyId", - "limit" -]New value: +[ + "companyId", + "limit", + "includeHistory" +]
- Added
list_governed_action_options - Added
list_governed_actions - Added
list_inbox_messages - Added
list_linked_packages - Added
list_payment_requests - Changed
manage_operating_access_grant3 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / companyId / descriptionPrevious 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." - changed
Input schema / properties / granteeUserId / descriptionPrevious 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."
- Added
manage_payment_request - Changed
mark_task_done1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
nudge_signer1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
prepare_83b_tin_input1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
prepare_delaware_annual_report - Changed
prepare_revenue_launch1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
propose_charter_amendment - Added
propose_cliff_repurchase - Added
propose_formation_change - Added
propose_governed_departure - Added
propose_governed_replacement - Added
propose_ip_assignment - Added
propose_restricted_stock_issuance - Added
queue_corporate_action_filing - Added
read_company_import_documents - Added
read_import_intake - Added
read_inbox_message - Changed
recall1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
reconcile_bank_onboarding1 field changed- changed
Input schema / oneOfPrevious 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" + } +]
- Changed
reconcile_payment_route1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
record_company_director_appointment - Added
record_company_director_resignation - Changed
record_existing_completion4 fields changed- removed
Input schema / $defsRemoved value: -{ - "__schema0": { - "anyOf": [ - { - "type": "string" - }, - { - "type": "number" - }, - { - "type": "boolean" - }, - { - "type": "null" - }, - { - "items": { - "$ref": "#/$defs/__schema0" - }, - "type": "array" - }, - { - "additionalProperties": { - "$ref": "#/$defs/__schema0" - }, - "propertyNames": { - "type": "string" - }, - "type": "object" - } - ] - } -} - removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - removed
Input schema / properties / provenance / properties / attributes / additionalProperties / $refRemoved value: -"#/$defs/__schema0" - added
Input schema / properties / provenance / properties / attributes / additionalProperties / anyOfAdded value: +[ + { + "type": "string" + }, + { + "type": "number" + }, + { + "type": "boolean" + }, + { + "type": "null" + }, + { + "items": {}, + "type": "array" + }, + { + "additionalProperties": {}, + "propertyNames": { + "type": "string" + }, + "type": "object" + } +]
- Changed
record_operating_event7 fields changed- removed
Input schema / $defsRemoved value: -{ - "__schema0": { - "anyOf": [ - { - "type": "string" - }, - { - "type": "number" - }, - { - "type": "boolean" - }, - { - "type": "null" - }, - { - "items": { - "$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" - } - ] - } -} - removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - removed
Input schema / properties / anchorValue / $refRemoved value: -"#/$defs/__schema0" - added
Input schema / properties / anchorValue / anyOfAdded value: +[ + { + "type": "string" + }, + { + "type": "number" + }, + { + "type": "boolean" + }, + { + "type": "null" + }, + { + "items": {}, + "type": "array" + }, + { + "additionalProperties": {}, + "propertyNames": { + "type": "string" + }, + "type": "object" + } +] - changed
Input schema / properties / companyId / descriptionPrevious 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." - removed
Input schema / properties / provenance / additionalProperties / $refRemoved value: -"#/$defs/__schema1" - added
Input schema / properties / provenance / additionalProperties / anyOfAdded value: +[ + { + "type": "string" + }, + { + "type": "number" + }, + { + "type": "boolean" + }, + { + "type": "null" + }, + { + "items": {}, + "type": "array" + }, + { + "additionalProperties": {}, + "propertyNames": { + "type": "string" + }, + "type": "object" + } +]
- Changed
record_operating_evidence5 fields changed- removed
Input schema / $defsRemoved value: -{ - "__schema0": { - "anyOf": [ - { - "type": "string" - }, - { - "type": "number" - }, - { - "type": "boolean" - }, - { - "type": "null" - }, - { - "items": { - "$ref": "#/$defs/__schema0" - }, - "type": "array" - }, - { - "additionalProperties": { - "$ref": "#/$defs/__schema0" - }, - "propertyNames": { - "type": "string" - }, - "type": "object" - } - ] - } -} - removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / companyId / descriptionPrevious 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." - removed
Input schema / properties / metadata / additionalProperties / $refRemoved value: -"#/$defs/__schema0" - added
Input schema / properties / metadata / additionalProperties / anyOfAdded value: +[ + { + "type": "string" + }, + { + "type": "number" + }, + { + "type": "boolean" + }, + { + "type": "null" + }, + { + "items": {}, + "type": "array" + }, + { + "additionalProperties": {}, + "propertyNames": { + "type": "string" + }, + "type": "object" + } +]
- Changed
record_operating_fact7 fields changed- removed
Input schema / $defsRemoved value: -{ - "__schema0": { - "anyOf": [ - { - "type": "string" - }, - { - "type": "number" - }, - { - "type": "boolean" - }, - { - "type": "null" - }, - { - "items": { - "$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" - } - ] - } -} - removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / companyId / descriptionPrevious 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." - removed
Input schema / properties / provenance / additionalProperties / $refRemoved value: -"#/$defs/__schema1" - added
Input schema / properties / provenance / additionalProperties / anyOfAdded value: +[ + { + "type": "string" + }, + { + "type": "number" + }, + { + "type": "boolean" + }, + { + "type": "null" + }, + { + "items": {}, + "type": "array" + }, + { + "additionalProperties": {}, + "propertyNames": { + "type": "string" + }, + "type": "object" + } +] - removed
Input schema / properties / value / $refRemoved value: -"#/$defs/__schema0" - added
Input schema / properties / value / anyOfAdded value: +[ + { + "type": "string" + }, + { + "type": "number" + }, + { + "type": "boolean" + }, + { + "type": "null" + }, + { + "items": {}, + "type": "array" + }, + { + "additionalProperties": {}, + "propertyNames": { + "type": "string" + }, + "type": "object" + } +]
- Changed
redeem_invite1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
refresh_payment_route_onboarding1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
remember1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
remind_corporate_action_consents - Added
remove_company_logo - Added
request_business_irs_change - Added
request_corporate_action_consents - Added
request_governed_signatures - Added
request_money - Changed
request_payment6 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - added
Input schema / properties / annualBillingAcceptedAdded 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" +} - added
Input schema / properties / annualRenewalAdded 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" +} - removed
Input schema / properties / corplyMailRemoved 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" -} - removed
Input schema / properties / registeredAgentRemoved value: -{ - "description": "year_one = $449 total. lifetime = $799 total. Defaults to year_one.", - "enum": [ - "year_one", - "lifetime" - ], - "type": "string" -} - changed
Input schema / requiredPrevious value: -[ - "formationId" -]New value: +[ + "formationId", + "annualBillingAccepted" +]
- Removed
request_registered_agent_upgrade - Changed
request_signature1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
resend_taxpayer_link - Added
resolve_address - Changed
resolve_company_plan2 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / companyId / descriptionPrevious 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."
- Added
review_invited_identity - Added
revoke_invite - Changed
run_sandbox_payment_probe1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
run_sandbox_payout_probe1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
save_application36 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / companyId / descriptionPrevious 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." - added
Input schema / properties / data / properties / founders / items / properties / attestedLegalNameAdded 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" +} - added
Input schema / properties / data / properties / founders / items / properties / boardChairAdded value: +{ + "description": "Chairperson of the Board. At most one founder, who must be a director.", + "type": "boolean" +} - added
Input schema / properties / data / properties / founders / items / properties / capitalContributionAdded 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" +} - added
Input schema / properties / data / properties / founders / items / properties / dateOfBirthAdded 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." +} - added
Input schema / properties / data / properties / founders / items / properties / election83bFilingMethodAdded 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" +} - changed
Input schema / properties / data / properties / founders / items / properties / elects83b / descriptionPrevious 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." - added
Input schema / properties / data / properties / founders / items / properties / equityTreatmentAdded 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" +} - removed
Input schema / properties / data / properties / founders / items / properties / f1WorkAuthorization / defaultRemoved value: -null - added
Input schema / properties / data / properties / founders / items / properties / identityStatusAdded value: +{ + "description": "Server-owned identity review state; cannot grant consent.", + "enum": [ + "self", + "approved", + "draft", + "awaiting_founder" + ], + "type": "string" +} - removed
Input schema / properties / data / properties / founders / items / properties / immigrationStatus / defaultRemoved value: -null - added
Input schema / properties / data / properties / founders / items / properties / name / defaultAdded value: +"" - changed
Input schema / properties / data / properties / founders / items / properties / name / descriptionPrevious value: -"Founder's full legal name."New value: +"Full legal name. Leave blank while another founder’s identity is awaiting their consent." - removed
Input schema / properties / data / properties / founders / items / properties / name / minLengthRemoved value: -1 - added
Input schema / properties / data / properties / founders / items / properties / officerTitlesAdded 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" +} - added
Input schema / properties / data / properties / founders / items / properties / ownershipPercentAdded value: +{ + "description": "Florida LLC only: fully vested membership ownership percentage, e.g. \"60\". All members must total exactly 100.", + "type": "string" +} - added
Input schema / properties / data / properties / founders / items / properties / taxResidencyDefaultDeclinedAdded 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" +} - removed
Input schema / properties / data / properties / founders / items / properties / usCitizenOrPermanentResident / defaultRemoved value: -null - removed
Input schema / properties / data / properties / founders / items / properties / usTaxpayer / defaultRemoved value: -null - changed
Input schema / properties / data / properties / founders / items / requiredPrevious 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" +] - added
Input schema / properties / data / properties / jurisdictionAdded 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" +} - added
Input schema / properties / data / properties / llcAdded 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" +} - changed
Input schema / properties / data / properties / name / properties / suffix / descriptionPrevious 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." - added
Input schema / properties / data / properties / name / properties / suffixConfirmedAdded value: +{ + "description": "Set true after the founder confirms the displayed legal name in the configuration review or explicitly chooses its suffix.", + "type": "boolean" +} - removed
Input schema / properties / data / properties / ownership / properties / authorizedShares / defaultRemoved value: -"10000000" - added
Input schema / properties / data / properties / ownership / properties / capitalizationConfirmedAdded 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" +} - removed
Input schema / properties / data / properties / ownership / properties / equityPoolPercent / defaultRemoved value: -"" - removed
Input schema / properties / data / properties / ownership / properties / fmv / defaultRemoved value: -"" - removed
Input schema / properties / data / properties / ownership / properties / founderSplitConfirmed / defaultRemoved value: -false - removed
Input schema / properties / data / properties / ownership / properties / parValue / defaultRemoved value: -"0.00001" - changed
Input schema / properties / data / properties / structure / descriptionPrevious 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." - added
Input schema / properties / expectedDataHashAdded value: +{ + "description": "Current data_hash from the latest result or get_status.revisionHistory; rejects concurrent edits.", + "type": "string" +} - added
Input schema / properties / expectedRevisionIdAdded 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)$", + "type": "string" +} - added
Input schema / properties / newCompanyRequestIdAdded value: +{ + "description": "Agent-generated UUID for an explicitly requested new incorporation. Reuse on retry; omit companyId. Never ask the founder to supply this technical ID.", + "format": "uuid", + "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$", + "type": "string" +} - added
Input schema / properties / useOwnProfileFieldsAdded 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" +}
- Added
search_company_domains - Added
send_inbox_email - Added
send_invoice - Added
send_repurchase_exercise_notice - Added
set_company_logo - Added
set_domain_auto_renew - Added
set_up_corply_pay - Added
show_address_picker - Added
show_welcome - Changed
sign_bundle1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
sign_my_governed_document - Added
sign_out - Changed
start_bank_onboarding1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Added
start_company_domain_checkout - Added
start_company_draft - Changed
start_payment_route_onboarding1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
submit_for_formation1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
submit_operating_fact_evidence4 fields changed- removed
Input schema / $defsRemoved value: -{ - "__schema0": { - "anyOf": [ - { - "type": "string" - }, - { - "type": "number" - }, - { - "type": "boolean" - }, - { - "type": "null" - }, - { - "items": { - "$ref": "#/$defs/__schema0" - }, - "type": "array" - }, - { - "additionalProperties": { - "$ref": "#/$defs/__schema0" - }, - "propertyNames": { - "type": "string" - }, - "type": "object" - } - ] - } -} - removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - removed
Input schema / properties / value / $refRemoved value: -"#/$defs/__schema0" - added
Input schema / properties / value / anyOfAdded value: +[ + { + "type": "string" + }, + { + "type": "number" + }, + { + "type": "boolean" + }, + { + "type": "null" + }, + { + "items": {}, + "type": "array" + }, + { + "additionalProperties": {}, + "propertyNames": { + "type": "string" + }, + "type": "object" + } +]
- Added
suggest_addresses - Added
switch_company - Added
transfer_formation_authority - Changed
transition_operating_work_item2 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / companyId / descriptionPrevious 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."
- Added
update_email_sender - Added
upload_company_import_document - Changed
upload_operating_evidence2 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / companyId / descriptionPrevious 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."
- Changed
upsert_operating_subject2 fields changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result." - changed
Input schema / properties / companyId / descriptionPrevious 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."
- Changed
validate_application1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
verify_payment_integration1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
- Changed
whoami1 field changed- removed
Input schema / properties / _corply_context / descriptionRemoved value: -"Echo context_engineering.context_session from the prior Corply result."
5 tool updates
- Added
advance_corporate_action_case - Added
attach_corporate_action_evidence - Added
create_corporate_action_case - Added
get_corporate_action_case - Added
list_corporate_action_cases
1 tool update
- Changed
request_payment1 field changed- added
Input schema / properties / corplyMailAdded 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" +}
2 tool updates
- Changed
amend_frozen_application4 fields changed- changed
Input schema / properties / data / properties / founders / items / properties / election83bConfirmed / defaultPrevious value: -falseNew value: +true - added
Input schema / properties / data / properties / founders / items / properties / election83bConfirmed / descriptionAdded value: +"Deprecated intake gate. Defaults true; agents must not ask for a separate 83(b) confirmation." - changed
Input schema / properties / data / properties / founders / items / properties / elects83b / defaultPrevious value: -nullNew value: +true - added
Input schema / properties / data / properties / founders / items / properties / elects83b / descriptionAdded value: +"Defaults to true for standard restricted founder shares. Agents must not ask this during intake."
- Changed
save_application4 fields changed- changed
Input schema / properties / data / properties / founders / items / properties / election83bConfirmed / defaultPrevious value: -falseNew value: +true - added
Input schema / properties / data / properties / founders / items / properties / election83bConfirmed / descriptionAdded value: +"Deprecated intake gate. Defaults true; agents must not ask for a separate 83(b) confirmation." - changed
Input schema / properties / data / properties / founders / items / properties / elects83b / defaultPrevious value: -nullNew value: +true - added
Input schema / properties / data / properties / founders / items / properties / elects83b / descriptionAdded value: +"Defaults to true for standard restricted founder shares. Agents must not ask this during intake."
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