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upsert_operating_subject

Create or update one durable company-owned subject, including a person, location, product, offering, customer, vendor, contract, equity award, account, or obligation, then freshly resolve the plan. Use a stable externalKey; store decision facts through record_operating_fact, not opaque attributes. Never fabricate personal, immigration, or credential data. 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
statusYesactive
companyIdNocorply_companies.id. May be omitted only when the active organization has exactly one company.
itemLimitYesMaximum items returned per actionable/blocked/waiting section.
attributesNoAllowlisted integration linkage only. Citizenship, visa, tax, ID, health, credential, compensation, and other decision data must be typed facts.
displayNameYes
externalKeyYesStable caller-controlled identity, e.g. founder:<uuid> or product:billing.
subjectTypeYes
linkedUserIdNoOwner/operator-only account link for subject-self private access. Omit to preserve; null to unlink. The target must be an active org member.
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?

Beyond the annotations, the description discloses important behavioral traits: this invokes a shared backend action, should not be followed by a state-recovery call, has idempotency obligations, and does not require additional confirmation. These details meaningfully help an agent predict side effects and post-call behavior, beyond what readOnlyHint/destructiveHint provide.

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 core action is front-loaded and the description is organized into scannable labeled sections like Prerequisite, Canonicality, Idempotency, and Confirmation boundary. Some phrases are boilerplate or vague ('plus every prerequisite stated above'), adding minor noise, but the overall structure remains efficient.

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 complex 10-parameter mutation with no output schema, the description covers the key operational context: subject identity, where to record facts, prerequisite auth, output trust, idempotency, and confirmation. It leaves detailed parameter semantics to the schema and does not fully explain plan-resolution mechanics, but it is sufficiently complete for correct invocation.

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?

Input schema coverage is 70%, and the schema already documents companyId, externalKey, linkedUserId, attributes, itemLimit, and questionLimit. The description adds useful guidance about stable externalKey and that attributes must not hold decision facts, but it does not compensate for the remaining undocumented parameters. This is adequate but not exceptional.

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-resource pair: 'Create or update one durable company-owned subject', and enumerates ten subject types, making the tool's scope immediately clear. It also differentiates itself from record_operating_fact by explicitly routing decision facts to that sibling, so an agent can distinguish it from nearby tools.

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?

It gives explicit routing guidance: 'Use a stable externalKey' and 'store decision facts through record_operating_fact, not opaque attributes.' It also provides prerequisites and idempotency/confirmation guidance. However, it does not explicitly state when not to use this tool in favor of other operating tools, leaving some inference to the agent.

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.