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record_operating_evidence

Record a company-owned evidence artifact, then freshly resolve the plan. Evidence is not task completion by itself; attach its id when transitioning a work item. For new files, call upload_operating_evidence (or the authenticated multipart upload endpoint) and use its server-returned filePath/fileHash. Founder-uploaded documents remain claims: use submit_operating_fact_evidence to bind and queue them for operator review. Only an operator may directly promote an evidence-confirmed fact. Professional determinations require named reviewer credentials. A guidance link or model assertion is never professional evidence. Prerequisite: authenticated active organization 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
kindYes
titleYes
coversNoExact completionEvidence labels from workItemId that this artifact proves.
factIdNoCandidate/current fact assertion this evidence substantiates. Unbound evidence cannot promote a fact.
fileHashNoFull SHA-256 of the stored bytes; Corply downloads and verifies it server-side.
filePathNoImmutable object in corply-documents under operating-evidence/<orgId>/<companyId>/. Copy mutable formation aliases through upload_operating_evidence first.
metadataNoNon-secret artifact metadata.
companyIdNocorply_companies.id. May be omitted only when the active organization has exactly one company.
itemLimitYesMaximum items returned per actionable/blocked/waiting section.
workItemIdNoRequired when covers is non-empty; prevents reusing self-declared labels across occurrences.
descriptionNo
professionalNo
questionLimitYesMaximum targeted missing-fact questions returned.
_corply_contextNoEcho context_engineering.context_session from the prior Corply result.

TDQS

A4.3/5.0
Behavior5/5

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

Annotations only declare readOnlyHint=false and destructiveHint=false, so the description carries the burden — and it delivers richly: canonicality behavior (trust actual_tool_output, don't add a state-recovery call), idempotency guidance (retry key or inspect refreshed state), the evidence-is-not-completion semantic, prerequisites, and an explicit confirmation boundary describing the operation as a reversible save. Nothing contradicts the annotations; 'reversible save' is consistent with destructiveHint=false.

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

Conciseness4/5

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

The description is long (~200 words) but every sentence earns its place: purpose, sibling routing, role constraints, prerequisites, canonicality, idempotency, and confirmation boundary. It is front-loaded with the core action before moving to constraints. The final confirmation-boundary sentence is a bit of a category dump and could be tightened, which keeps this from a 5.

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?

For a 14-parameter tool with nested objects, role-based restrictions, no output schema, and many siblings, the description covers selection, invocation workflow, prerequisites, retry semantics, and output handling. Since no output schema exists, the canonicality statement ('trust the returned actual_tool_output and context_engineering') partially compensates for not describing the return shape, though explicit output structure would make it fully complete.

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 description coverage is 71% and most parameters (filePath, fileHash, factId, covers, workItemId, companyId, itemLimit, professional, _corply_context) already carry solid descriptions in the schema itself. The description adds workflow-level meaning beyond the schema by tying filePath/fileHash to the server-returned values from upload_operating_evidence and linking evidence ids to work-item transitions. It does not enumerate every parameter, but the schema does the heavy lifting, so the baseline 3 applies.

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 names a specific verb and resource — 'Record a company-owned evidence artifact' — and adds the secondary behavior of freshly resolving the plan. It explicitly differentiates from upload_operating_evidence and submit_operating_fact_evidence by naming them and explaining when each applies. The phrase 'freshly resolve the plan' is slightly ambiguous (re-resolve vs. update) but the overall purpose is clear and distinct from record_operating_event and record_operating_fact.

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

Usage Guidelines5/5

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

The description gives explicit routing: new files go through upload_operating_evidence first, founder-uploaded documents go through submit_operating_fact_evidence for operator review, and evidence ids attach when transitioning a work item. It also states exclusions ('A guidance link or model assertion is never professional evidence') and role constraints (only operators may directly promote an evidence-confirmed fact, professional determinations require named reviewer credentials). This is exemplary when-to-use guidance with named alternatives.

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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TDQS

B3.4/5.0
Disambiguation3/5

There is notable overlap among status/read tools (get_company_briefing, get_status, get_org, whoami) and a dense cluster of payment-related tools (request_payment, await_payment, create_payment_project, create_payment_route_draft, etc.). The detailed descriptions help differentiate them, but agents could still misselect when the surface is this large.

Naming Consistency4/5

Tool names overwhelmingly follow a verb_noun snake_case pattern (e.g., create_payment_route_draft, record_operating_event, start_bank_onboarding). Minor exceptions like 'whoami', 'recall', and 'remember' are acceptable single-verb commands, so the naming is highly consistent overall.

Tool Count2/5

At 52 tools, the server far exceeds the 25+ threshold for 'too many'. While the breadth of domains (formation, payments, cap table, operating compliance) somewhat justifies the count, it still feels heavy and likely increases selection errors and cognitive load for agents.

Completeness4/5

The tool surface covers the full formation lifecycle (save, validate, generate, sign, submit), payment handling, bank onboarding, cap table management, and operating records/evidence workflows. Minor gaps exist (e.g., no update/delete for existing companies, no explicit company dissolution), but the core workflows are well covered.