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sign_bundle

Destructive

Record one binding ESIGN/UETA consent for the exact server-issued bundle returned by get_status or request_signature. CALLER GATE: only the live signer may call it, after reviewing every listed document and giving one fresh affirmative act. Never reuse prior-session consent or sign for an absent cofounder. The opaque bundleId prevents omitted, added, or stale documents. For an eligible founder who already elected Section 83(b), the pre-filing Founder Formation Authorization also grants narrow advance authority: once the RSPA establishes the transfer date, Corply automatically completes and executes the election without another signature or confirmation. Then show/open the returned external-browser TIN link immediately and never ask for the TIN in chat. 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: obtain fresh, explicit user confirmation before calling.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bundleIdYes
formationIdYes
esignConsentYes
_corply_contextNoEcho context_engineering.context_session from the prior Corply result.
signedLegalNameYes

TDQS

A4.6/5.0
Behavior5/5

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

Although annotations already mark the tool as destructive and non-read-only, the description adds substantial behavioral context: the consent must be fresh and affirmative, the opaque bundleId prevents stale documents, prior consent cannot be reused, an 83(b) election may be executed automatically, and the returned TIN link must be opened without asking for the TIN in chat. It also covers canonicality, idempotency, and confirmation boundaries.

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 and dense, but each labeled section serves a purpose for a legally sensitive, destructive action. It is front-loaded with the core purpose and caller gate, followed by safety and operational instructions. Minor redundancy exists between 'fresh affirmative act' and the final 'fresh, explicit user confirmation' boundary, but the overall structure aids an agent's parsing.

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?

Given the tool's complexity, legal sensitivity, 5 parameters, and absence of an output schema, the description is unusually complete. It covers purpose, caller eligibility, prerequisites, return behavior, automatic 83(b) handling, TIN-link handling, canonicality, idempotency, and the confirmation boundary. An agent has the operational context needed to invoke this tool correctly and safely.

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 low at 20%, so the description must compensate. It does add meaning for bundleId ('exact server-issued bundle returned by get_status or request_signature'), esignConsent ('one fresh affirmative act'), and signedLegalName ('only the live signer may call it'). However, formationId is never explained, leaving a meaningful gap for an otherwise verbose description.

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 opens with a specific verb and resource: 'Record one binding ESIGN/UETA consent' for 'the exact server-issued bundle returned by get_status or request_signature.' This clearly identifies the action, object, and provenance, and differentiates it from sibling tools like request_signature and prepare_83b_tin_input.

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 caller gates: only the live signer may call it, after reviewing every listed document and providing one fresh affirmative act. It also states when not to use it, such as never reusing prior-session consent or signing for an absent cofounder, and describes an automatic 83(b) exception. This is strong when/when-not guidance.

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.