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Confirm details and import the company

confirm_import_intake

Record the founder's confirmation of the reviewed details and import the company from them. Only after the founder chose "Confirm and import" (or gave corrections). values holds only changed rows, keyed by review row key. Files each document for Corply review and saves confirmed officers and the cap table. Start an existing-company import from the founder's documents instead of asking for details they already have on paper. Call create_import_intake, then either open or present uploadUrl for the founder to drop every formation PDF they have, or, when the files are on this machine, upload them from your shell with curlExample (one -F file=@path per file; never paste PDF contents into a tool call). Founder-provided public PDF links go through add_import_intake_url. Then call read_import_intake until remaining is 0. Show reviewMarkdown verbatim: any Checks to accept, the Looks right table, then the Needs a look table. When it lists Checks to accept, ask about each one before confirming: the founder either changes a value or explicitly accepts it as is; pass the keys they accepted in acknowledgedIssues (confirmation is refused while any check is unanswered). Then ask ONE native multiple-choice question: "Confirm and import (default)" first, then "Change a value". Pressing Enter on the default is the founder's confirmation; only then call confirm_import_intake with the reviewHash. For a change, ask which value and the new value, and pass it in values keyed by the row key. Never confirm without that answer. Confirming creates the import from the confirmed values; a Corply reviewer still reviews each document. Afterwards present the missing items one multiple-choice question at a time, using each item's note. Prerequisite: authenticated active company access plus every prerequisite stated above. Canonicality: invokes the shared backend action; trust the returned actual_tool_output and context_engineering instead of adding a state-recovery call. Idempotency: obey the tool-specific retry key or guarantee; if none is stated, inspect refreshed state before retrying. Confirmation boundary: no additional confirmation is needed for this read, reversible save, explicit fact/evidence record, link preparation, plan refresh, or action pre-authorized by a standing founder-configured policy.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
teamNo
valuesYes
choicesYes
acceptedYes
intakeIdYes
requestIdYes
reviewHashYes
_corply_contextNo
acknowledgedIssuesYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare this a non-read-only, non-destructive, open-world write, and the description adds real behavioral detail beyond them: confirmation is refused while any check is unanswered, acknowledgedIssues must carry the accepted keys, confirming creates the import from confirmed values, and a Corply reviewer still reviews each document. It also addresses idempotency and a confirmation boundary. Some of that (canonicality, generic retry boilerplate) is stock filler, keeping it off a 5.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The purpose and gating condition are correctly front-loaded, but the body sprawls into instructions for other tools (create_import_intake, uploadUrl, curl -F uploads, add_import_intake_url, read_import_intake loops). Those steps do not belong to this tool's own invocation and push the tool's actual parameter/behavior guidance into the middle of a wall of workflow text.

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

Completeness4/5

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

With no output schema, the description must cover return behavior, and it does signal the post-confirmation state (import created, reviewer step, missing items presented one question at a time). Prerequisites, idempotency, canonicality, and the confirmation boundary are all addressed. Only the unexplained parameters and the lack of any return-shape detail keep it from 5.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 0%, so the description must carry parameter meaning, and it only partially does. It explains values ('only changed rows, keyed by review row key'), reviewHash, and acknowledgedIssues, but leaves intakeId, requestId, choices, accepted, team, and _corply_context unexplained despite being required or structurally significant. Partial compensation for a nine-parameter schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The opening sentence gives a specific verb and resource: 'Record the founder's confirmation of the reviewed details and import the company from them.' It implicitly distinguishes itself from the upstream siblings (create_import_intake, read_import_intake, add_import_intake_url) by naming them as prior flow steps. It never differentiates from close siblings like confirm_company_import_reading or import_company, so it stops short of a 5.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

States the gating condition explicitly: only after the founder chose 'Confirm and import' (or gave corrections), and 'Never confirm without that answer.' It also names the prerequisite flow (create_import_intake → read_import_intake until remaining is 0) and the acknowledgedIssues requirement. It does not contrast this tool with any alternative sibling, so usage is well-bounded but not alternative-aware.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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