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request_registered_agent_upgrade

Upgrade a company from first-year registered agent to LIFETIME registered agent for $350, at any time after the incorporation fee is paid. This is the difference between the $449 Essential tier and the $799 Lifetime tier, so a founder who chose Essential loses nothing by upgrading later. Returns {status:'checkout_ready', checkoutUrl, amountDue} — show the link to the founder as a markdown link, then poll await_registered_agent_upgrade. Returns {status:'already_lifetime'} if the company already has lifetime coverage, in which case say so and do NOT offer to charge again. Requires a paid incorporation fee first: there is no registered agent to extend otherwise. Safe to re-call, it reuses the open session. No promo codes on this one. 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
formationIdYes
_corply_contextNoEcho context_engineering.context_session from the prior Corply result.

TDQS

A4.5/5.0
Behavior5/5

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

Beyond the annotations, the description discloses return statuses, the checkout flow, the already_lifetime condition, idempotency behavior, and the fact that it reuses an open session. This is substantial behavioral context that helps an agent understand side effects and expectations.

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 essential information is front-loaded and clear, including price, timing, and return handling. However, the trailing canonicality, idempotency, and confirmation-boundary sentences read as generic boilerplate rather than tool-specific guidance, making the description longer and less focused than necessary.

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

Completeness5/5

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

Despite lacking an output schema, the description fully explains both possible return shapes, the next step to poll, the prerequisite that incorporation fee must be paid, and the policy on confirmation. It provides enough context for an agent to call the tool and handle the result correctly.

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?

The schema documents _corply_context but not formationId, and the description never explicitly explains what formationId should be or how to obtain it. However, the tool name, the term 'formation fee,' and the parameter name make it reasonably inferable in context, so it is minimally viable but not strongly supported.

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

Purpose5/5

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

The description states a specific action: upgrading a company's registered agent from first-year to lifetime, including price and tier context. It clearly differentiates this from the related polling tool await_registered_agent_upgrade and from other company-related tools.

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?

It explicitly says when to use the tool (after incorporation fee is paid, when founder has Essential tier) and what to do based on the response, including polling await_registered_agent_upgrade and not recharging if already_lifetime. It also states prerequisites and safe re-call behavior, leaving little to inference.

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.