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Prepare an onboarding package

create_onboarding_package

Prepare one visible appointment package with restricted stock issuance and/or an IP agreement for the same incoming person. Child actions are staged until appointment completes and keep independent signing and settlement gates. 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
issuanceNo
companyIdYes
appointmentYes
ipAgreementNo
idempotencyKeyYes
_corply_contextNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

C2.8/5.0
Behavior3/5

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

The description adds genuine behavior beyond the annotations: child actions are staged until the appointment completes and retain independent signing and settlement gates, plus canonicality and idempotency-retry guidance. However, the 'confirmation boundary' sentence is misapplied template text — it lists this tool among 'this read, reversible save, explicit fact/evidence record, link preparation', which conflicts with a create tool whose readOnlyHint is false and muddies the safety picture.

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 specific purpose is correctly front-loaded in the first two sentences, but the remainder is padded with repeated policy blocks (canonicality, idempotency, confirmation boundary) that read as shared boilerplate rather than tool-specific content. Several sentences are not earning their place for this particular tool.

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

Completeness2/5

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

For a no-output-schema, deeply nested, mutating composite tool, the description omits essentially all field-level meaning and gives no usable prerequisite or alternative-selection guidance. The staging/gating behavior helps, but coverage of the input contract and sibling routing is far short of what an agent needs to invoke this correctly.

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

Parameters2/5

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

Schema description coverage is 0% for a schema with three nested objects and many required fields (issuance.shareCount, pricePerShare, vestingStart, electionDecision, etc.), yet the description explains none of them. It only hints that issuance and ipAgreement are alternative/optional components, leaving the majority of parameter semantics undocumented in both places.

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 concrete verb and resource — prepare a package combining an appointment with restricted stock issuance and/or an IP agreement for the same person — and the 'and/or' phrasing distinguishes it from the single-purpose siblings propose_restricted_stock_issuance and propose_ip_assignment. The rest of the text is generic policy boilerplate that does not sharpen the purpose further.

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

Usage Guidelines2/5

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

There is no guidance on when to pick this composite tool versus the individual propose_* siblings, which is exactly the decision an agent faces. The only stated prerequisite is 'authenticated active company access plus every prerequisite stated above', a circular reference to text that does not exist in this description.

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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