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Send company action signature requests

request_governed_signatures

After a company manager confirms the live roster and asks to send, freeze the relevant document and email each voter or contract party a personal signing link. Director changes use stockholders, officer changes and stock issuance use the board; RSPA and IP agreements require the named person and a current company officer. A termination certification is a separate optional request. 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
caseIdYes
stepKeyYes
companyIdYes
_corply_contextNo
rosterConfirmedYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.5/5.0
Behavior3/5

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

Adds real context beyond annotations: document freezing, per-recipient emailing, canonicality ('trust returned actual_tool_output'), and idempotency/retry guidance. However, the boilerplate confirmation-boundary sentence lumps 'this read, reversible save, ... link preparation' together, which is confusing for a tool that freezes documents and sends emails and could mislead about confirmation needs.

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?

Front-loads the core action well, but the Canonicality, Idempotency, and Confirmation boundary sections read like generic backend boilerplate and the final sentence is densely packed with unrelated categories. Several lines do not clearly earn their place for this specific tool.

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

Completeness3/5

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

There is no output schema and no parameter descriptions, and the description only vaguely directs the agent to trust 'returned actual_tool_output and context_engineering' rather than explaining what is returned. Prerequisites and step routing are covered, but return behavior and the context object remain underspecified.

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 0%, so the description must compensate. It does explain the semantics of stepKey enum values (director vs officer vs stockholder consent, RSPA/IP requiring a named person and officer, optional termination certification) and the rosterConfirmed gate, but companyId, caseId, and _corply_context receive no explanation, leaving a notable gap.

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?

States a specific action (freeze the document and email each voter/contract party a personal signing link) with a clear resource ('governed signatures'). It does not name or explicitly differentiate itself from close siblings like request_signature, request_corporate_action_consents, or sign_bundle, 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?

Gives a clear trigger condition ('after a company manager confirms the live roster and asks to send') and useful routing rules mapping director/officer/stock issuance/agreement contexts to the correct step. Prerequisites are stated, but no explicit when-not or named alternative tools are given.

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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