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Run trust intake

run_trust_intake

Validate a structured trust setup intake and return missing facts, Protocol warnings, and next modules. Call before drafting forms or opening portals.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
assetsYesAssets intended for the Trust. Example: 95 ordinary shares in Example Ltd
partiesYesTrustees and beneficiaries in Protocol terms. Example: Alex Example (Lead Trustee); Class: children
settlorYesPerson settling the Trust. Example: Alex Example
deadlinesNoKnown filing or lender deadlines. Example: TRS within 90 days of the deed
objectiveYesWhy the Owner is setting up the Vault. Example: Family wealth planning
questionsNoOwner questions the Architect should address. Example: Can the Trust be named as PSC?
trustNameNoVault / settlement name. Example: Example Family Settlement 2026
assetValueNoOptional indicative value of those assets. Example: 100000 GBP
companyNameNoEngine (limited company) name. Example: Example Ltd
jurisdictionYesGoverning law of the trust. Example: England and Wales
companyNumberNoCompanies House number. Example: 12345678
existingArrangementsNoExisting companies, trusts, or wills that affect setup. Example: Sole shareholder of Example Ltd

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
okYesTrue when required intake fields are present
missingYesRequired fields that are still blank
boundaryYesMandatory educational / non-advice boundary statement
warningsYesProtocol cautions such as settlor-as-beneficiary or 90/5
nextModulesYesSuggested next Protocol modules

TDQS

A4/5.0
Behavior3/5

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

The description adds useful behavioral context by stating that the tool returns validation results and should precede drafting/portal work. However, all annotations are false, so the agent gets no safety profile; the description does not clarify whether running this validation has side effects, persists anything, or is safe to rerun.

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

Conciseness5/5

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

The description is a single, tightly worded sentence that front-loads the main action and outputs, then gives the critical usage timing. Every phrase contributes useful information with no redundancy.

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?

The description covers what the tool does, what it returns, and when to call it, while the output schema handles return-value structure and the input schema covers parameters. The phrase 'Protocol warnings' is domain-specific but not prohibitive given the surrounding tool ecosystem.

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 input schema has 100% description coverage across all 12 parameters, so the schema carries the parameter documentation burden. The description adds no field-level meaning and only refers generically to a 'structured trust setup intake', matching the baseline of 3 for high schema coverage.

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 uses a specific verb ('Validate'), names a clear resource ('structured trust setup intake'), and lists concrete outputs ('missing facts, Protocol warnings, and next modules'). It distinguishes itself from downstream drafting/portal tools by being the pre-draft validation step.

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?

The description explicitly says 'Call before drafting forms or opening portals,' which gives clear usage timing and context. It does not name an alternative tool or explicitly state when not to use it, but the sequencing guidance effectively separates it from siblings like draft_form_answers and open_portal.

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

A3.8/5.0
Disambiguation4/5

Each tool occupies a distinct step in the intake-to-submission pipeline, with clearly paired tools like prepare_submit_confirmation/confirm_and_submit. A few knowledge/checklist tools such as get_module_playbook, get_skill, and search_book could overlap at the margins, but their descriptions separate modules, workflow skills, and cited passages well enough.

Naming Consistency4/5

The set overwhelmingly follows lower_snake_case action_object naming like get_*, list_*, prepare_*, fill_fields, and open_portal. Minor deviations such as confirm_and_submit and wait_for_user_ready are still imperative and readable, so the naming remains predictable overall.

Tool Count3/5

At 25 tools, the server sits at the top of the 'heavy but borderline' range. The broad advisory/portal-automation scope mostly justifies the count, but several browser-session helpers and guidance/checklist tools could plausibly be consolidated without losing core capability.

Completeness4/5

The tool surface covers the full workflow: intake, risk assessment, guidance, module/skill selection, drafting and review bundles, self-serve or assisted browsing, form filling, and guarded submission. Minor gaps like updating intake data or checking post-submission status are workable rather than fatal.