MCP server

Lovie Company Formation Official

co.lovie/company-formation

Checked 28 Oct 2026, 09:03 UTC · Connected to it and listed its tools

Form companies, manage bank accounts, cards, invoices and more — directly from your AI coding tools.

Source

At a glance

Type

MCP server

Publisher

lovie.co (verified by the MCP Registry)

Status

Working at last check

Tools

352

Token cost

About 112,940 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

28 Oct 2026, 09:03 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http company-formation https://mcp.lovie.co/mcp/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.company-formation]
url = "https://mcp.lovie.co/mcp/mcp"

Gemini CLI

{"mcpServers":{"company-formation":{"httpUrl":"https://mcp.lovie.co/mcp/mcp"}}}

Cursor

{"mcpServers":{"company-formation":{"url":"https://mcp.lovie.co/mcp/mcp"}}}

VS Code

{"servers":{"company-formation":{"type":"http","url":"https://mcp.lovie.co/mcp/mcp"}}}

Antigravity

agy mcp add company-formation https://mcp.lovie.co/mcp/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"company-formation","server_url":"https://mcp.lovie.co/mcp/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"company-formation","server_url":"https://mcp.lovie.co/mcp/mcp"}

Tools

• account_get_account ~83 tokens
  GetAccount retrieves a single account by ID with its details
• account_get_list_account_details ~145 tokens
  GetListAccountDetails retrieves account details in batch (eliminates N+1 GetAccount calls)
• accounting_get_accounting_settings ~120 tokens
  GetAccountingSettings returns the company's fiscal-year start and where it comes from: a person's setting, the EIN filing's closing month, or January. Read-only.
• accounting_get_aging_report ~247 tokens
  Accounts receivable or accounts payable aging: the open balances per customer or supplier, split into not yet due, 1-30, 31-60, 61-90 and over 90 days past due, with totals. Reads the items open now; as_of_date only decides how overdue each one counts as. Items whose source sent no due date are aged
• accounting_get_balance_sheet ~188 tokens
  GetBalanceSheet returns assets, liabilities, and equity balances as of a date; equity includes net income to date, so the sheet always balances. Read-only.
• accounting_get_cash_flow_statement ~221 tokens
  GetCashFlowStatement returns the statement of cash flows for a period: net income, then operating, investing and financing activity, reconciled to the change in bank and cash balances. Read-only.
• accounting_get_chart_of_accounts ~121 tokens
  GetChartOfAccounts returns the company's chart of accounts (flat list with parent links; build the tree client-side). Read-only.
• accounting_get_close_target ~135 tokens
  GetCloseTarget names the window the next close has to cover: a reopened period first, else the month after the books are closed through, else the month of the first entry. The same rules ClosePeriod enforces. Read-only.
• accounting_get_funding_summaries ~134 tokens
  Per bank account and card, the balance the books show and how many posted entries came through it. Compare with the bank's own balance from account tools; a difference is what reconciliation resolves. Read-only.
• accounting_get_general_ledger ~284 tokens
  GetGeneralLedger pages through one account's posted lines with opening, running, and closing balances — the account register. Read-only.
• accounting_get_gl_account_type_catalog ~154 tokens
  GetGLAccountTypeCatalog returns every account type with the detail types it admits and the classification it implies — what the New account panel needs to populate its two dependent selects without duplicating the pairing rules. Static per release; safe to cache. Read-only.
• accounting_get_journal_entry_by_transaction ~153 tokens
  GetJournalEntryByTransaction returns the journal entry derived for one transaction (empty when none exists yet). Read-only.
• accounting_get_list_journal_entries ~530 tokens
  GetListJournalEntries pages through the journal register with filters — the review queue is filter{needs_review: true}. Read-only.
• accounting_get_list_periods ~186 tokens
  GetListPeriods pages through a company's periods, newest first. Read-only.
• accounting_get_list_review_items ~787 tokens
  List bank transactions awaiting bookkeeping review. Tabs: PENDING (nobody has reviewed the booking as it stands, whether the engine, a rule or a person made it), REVIEWED (a person marked it reviewed and it has not changed since; a trusted rule posting it on its own is not a review), EXCLUDED (delib
• accounting_get_list_schedules ~186 tokens
  GetListSchedules pages through a company's schedules. Read-only.
• accounting_get_list_statements ~150 tokens
  List the bank statements imported for reconciliation, newest period first, with how many of each statement's lines are still unmatched. Read-only.
• accounting_get_period ~124 tokens
  GetPeriod returns one closed period by id. Read-only.
• accounting_get_profit_and_loss ~212 tokens
  GetProfitAndLoss returns the income statement for a period: revenue and expense accounts with activity, totals, and net income. Read-only.
• accounting_get_report_series ~287 tokens
  GetReportSeries returns one P&L, balance sheet or cash flow statement per month, quarter or year of a range, in one call: the same figures the single-period RPCs give for each period. Read-only.
• accounting_get_review_counts ~116 tokens
  Count bank transactions per bookkeeping review tab (pending, reviewed, excluded) without fetching rows. Use to report how much review work is outstanding.
• accounting_get_schedule ~128 tokens
  GetSchedule returns one schedule with its postings. Read-only.
• accounting_get_similar_review_items ~326 tokens
  After booking one transaction, find the other pending transactions from the same counterparty in the same cash direction (money out vs money in), so the same correction can be applied to all of them. Returns up to 500 transaction ids, newest first, plus total_count, which counts every match and can
• accounting_get_statement ~128 tokens
  One statement with its lines and their matches. Read-only.
• accounting_get_trial_balance ~205 tokens
  GetTrialBalance returns every account's debit and credit totals for a period; total debits equal total credits when the books balance. Read-only.
• accounting_list_accounting_audit_events ~204 tokens
  ListAccountingAuditEvents pages through the append-only accounting audit log — who changed what and when across journal entries and the chart of accounts, newest first. Filter by entity_id for one record's history. Read-only.
• accounting_preview_close ~287 tokens
  PreviewClose computes the per-currency revenue/expense totals and the net income a close would roll, without writing anything, and reports what still blocks the close along with what closing carries with it. The blockers come from the function ClosePeriod refuses on, so a clean preview means the clo
• accounting_preview_schedule ~133 tokens
  PreviewSchedule computes the straight-line per-period split for the given amount and period count without persisting anything. Read-only.
• accounting_propose_schedules ~178 tokens
  Scan a company's recent posted transactions and suggest accrual schedules (e.g. amortize a large annual prepaid over 12 months). Returns proposals only — nothing is created until a person creates the schedule in the app. Each proposal carries the suggested kind, total amount, start date, period coun
• accounting_suggest_statement_matches ~176 tokens
  Rank ledger transactions against a statement's unmatched lines. Amount must match exactly; date proximity and description then rank the candidates. Writes nothing — a person applies a match on the reconcile screen.
• accounting_suggest_transfer_pairs Moves money · ~183 tokens
  Rank the journal entries that could be the other half of a transfer between the company's own accounts: opposite direction, same amount, different instrument, dated within a few days. Writes nothing — a person confirms a pair in the app.
• ads_insight_summarize_ad_spend ~150 tokens
  SummarizeAdSpend unions the four ad platforms' daily campaign tables at read time into per-(provider, month, currency) spend/impressions/clicks/ conversions plus a per-currency CPA. Read-time only — no new storage.
• ads_insight_summarize_campaign_window ~267 tokens
  SummarizeCampaignWindow summarises one charge against the campaigns in its billing window. Results are cached per company + account + window + charge, so repeated panel opens do not re-run the agent.
• approval_session_create_approval_session ~338 tokens
  Opens a sensitive-action approval on the user's own trusted device: a push notification asks them to approve on their phone. Use before tools that demand an approval (the domain auth-code reveal, the trademark firm handoff, the ITIN submit): create the session with the exact action_type and payload
• approval_session_get_approval_session_status ~187 tokens
  Read the status of a trusted-device approval session: PENDING, APPROVED, REJECTED or EXPIRED. For a transfer, call this with the approval_session_id from request_transfer_approval once the user says they have answered on their phone, and call commit_transfer only when it returns APPROVED. Poll once
• autonomous_pay Moves money · ~191 tokens
  Submit a signed payment mandate for autonomous execution. Runs the four-check pipeline and the per-agent autonomy fence; payments outside the agent's envelope are gated to human approval.
• banking_confirm_extracted_value ~155 tokens
  ConfirmExtractedValue records that a human checked a read value. Without it a low-confidence extraction holds its section open forever and the application can never be submitted.
• banking_confirm_initial_transfer Moves money · ~190 tokens
  Records the opening deposit a founder chose for their banking application. This stores an intention only — it does not move money, and no funds are transferred by any part of Lovie today. Never tell the user their deposit has been sent.
• banking_extract_document_fields ~194 tokens
  Reads an uploaded document on a banking application — a Certificate of Incorporation or an IRS EIN letter — and fills in the values it states, each marked with where it came from and how confident the read was. It never sets the industry classification: no document states it.
• banking_get_banking_application ~272 tokens
  GetBankingApplication returns the whole application: the business facts, the beneficial owners, the uploaded documents, what each value's source was, and the sections still outstanding. It is the one read for answering "where is my application, and what is left?". It carries only the last four digi
• banking_get_initial_transfer_preview ~118 tokens
  Returns the suggested opening deposit for a banking application and the reason for that figure. Read-only: it moves no money and records nothing.
• banking_get_issuance_state ~216 tokens
  GetIssuanceState reports where this application's deposit account stands: whether it is queued, being opened, open, or could not be opened, and the last four digits once there are any. It exists as its own state so that an approved application is never mistaken for an open account. Approval is our
• banking_hydrate_from_cap_table ~153 tokens
  HydrateFromCapTable carries the company's carriable stakeholders onto an open application as beneficial owners. Idempotent: the stakeholder link identifies them, so running twice updates rather than duplicates, and an owner the applicant corrected keeps their correction.
• banking_hydrate_from_equity_intake ~124 tokens
  HydrateFromEquityIntake carries the company facts the intake already holds onto an open application. Idempotent, and it never overwrites a value the applicant supplied.
• banking_hydrate_from_formation ~157 tokens
  HydrateFromFormation is idempotent: it writes values and their provenance in one transaction and never overwrites something the applicant supplied.
• banking_preview_cap_table_hydration ~136 tokens
  PreviewCapTableHydration says which of the company's cap-table stakeholders could be carried over as beneficial owners, without writing. Read-only, and unavailable rather than an error when there is nothing to carry.
• banking_preview_equity_intake_hydration ~192 tokens
  PreviewEquityIntakeHydration says what the company's proof-of-company intake would carry onto an application, without writing. Read-only, and unavailable rather than an error when there is no intake to read. It also reports whether the business was incorporated outside the US, which is the one answ
• banking_preview_formation_hydration ~160 tokens
  PreviewFormationHydration says what a formation would carry over, without writing. Read-only so the entry picker can offer the warm path only when it is genuinely available.
• banking_refresh_application_provider_status ~362 tokens
  RefreshApplicationProviderStatus re-reads the provider's verification verdict for a submitted application and moves it on when the verdict has settled. Pull, not push, for the reason RefreshOwnerVerification is: a webhook nobody received leaves an applicant waiting on a state change that already hap
• banking_refresh_owner_verification ~172 tokens
  Re-reads the identity-verification outcome for one beneficial owner on a banking application and records it. Idempotent. Does not start a verification and does not carry any of that person's personal data.
• banking_set_application_ein ~198 tokens
  Files a company's employer identification number against a banking application. Nine digits, no separators. The whole number goes to the secret store and only its last four are recorded; the response returns nothing, and no tool reads the number back. A company that has applied for an EIN but not re
• banking_set_owner_identity_document_number ~325 tokens
  Files the number on a beneficial owner's passport or US driver's license against a banking application, for an owner who has no SSN or ITIN. Record the document first (kind, issuing country, expiry, and the issuing state for a license) on the owner. The number goes to the secret store; only its last
• banking_set_owner_tax_identifier ~382 tokens
  Files one beneficial owner's Social Security Number or ITIN against a banking application. The whole number goes to the secret store and only its last four digits are recorded, which is all the response returns. Ask the person which of the two they hold and pass it as kind: an ITIN starts with 9 and
• banking_start_banking_application ~255 tokens
  StartBankingApplication opens a business account application for a company. A company may have only one undecided application at a time; starting a second is refused rather than splitting the answers across two records. The path says where the answers will come from — WARM_FORMATION when the compan
• banking_submit_banking_application ~278 tokens
  SubmitBankingApplication freezes the application. It returns the blocking sections rather than a bare failure, so "submit is disabled" always comes with what is missing. Stays exposed — filling in and submitting an application is what an agent is for here — but marked destructive and non-idempotent
• banking_suggest_industry_code ~232 tokens
  Suggest NAICS industry classification codes from a plain-language description of what a business does. Returns each candidate code with its official title and the words that matched, best match first. Returns nothing when the description is too short or the business is outside the covered set — say
• banking_update_banking_application ~3883 tokens
  UpdateBankingApplication takes a FieldMask. Every path in the mask also writes USER provenance, so correcting a carried-over value re-attributes it.
• banking_upsert_beneficial_owner ~1526 tokens
  UpsertBeneficialOwner adds or updates one beneficial owner. Send only the fields you mean to change and do not echo the read-only ones: ssn_last4, tax_identifier_kind, identity_document_source and identity_document.number_last4 are refused with INVALID_ARGUMENT when set, and nothing is written; tax_
• cap_table_clear_cap_table_stakeholders ~116 tokens
  ClearCapTableStakeholders deletes every stakeholder of a company in a single DB-level operation. Used by the "replace cap table" import flow.
• cap_table_close_cap_table_round ~378 tokens
  CloseCapTableRound PERMANENTLY closes the round: runs the calc engine, persists the SAFE conversions + ownership snapshots, and flips the round to CLOSED. This is the action for "close the round", "make it permanent", or "finalize the round" — it CANNOT be undone and writes the cap-table of record,
• cap_table_create_cap_table_agreement ~975 tokens
  Records a non-SAFE agreement (option, RSU, RSA, FAST advisor agreement, board consent) against a company. Without signed_at it creates a draft and touches nothing else. SIGNED_AT IS NOT A DATE FIELD — it is a declaration that the document is already executed, and for a FAST it WRITES TO THE CAP TABL
• cap_table_create_cap_table_round ~561 tokens
  Opens a new funding round on a company's cap table — the container investors and their agreements are attached to. Writes. It does not raise money or close anything: a new round starts OPEN and holds no capital until investors are added to it. With past_round set it records a historical round instea
• cap_table_create_cap_table_stakeholder ~614 tokens
  Adds a stakeholder IDENTITY ONLY (name, type, email, metadata). Does NOT create any holding/security and will NOT appear in the investor pipeline. For anyone who will hold equity — an investor putting in capital, or a founder or employee receiving shares — use RecordCapTableInvestment instead: it cr
• cap_table_delete_cap_table_agreement Deletes data · ~127 tokens
  DeleteCapTableAgreement removes an agreement.
• cap_table_delete_cap_table_round Deletes data · ~170 tokens
  DeleteCapTableRound permanently removes an unpriced SAFE round (open or light-closed) plus its round-scoped securities/agreements/snapshots. Priced / engine-closed rounds are rejected (FailedPrecondition).
• cap_table_delete_cap_table_security Deletes data · ~126 tokens
  DeleteCapTableSecurity removes one holding.
• cap_table_delete_cap_table_stakeholder Deletes data · ~97 tokens
  DeleteCapTableStakeholder removes one stakeholder from a cap table.
• cap_table_download_cap_table_safes ~142 tokens
  DownloadCapTableSafes presigns multiple SAFE agreement PDFs in one call.
• cap_table_extract_wire_payment_proof ~302 tokens
  Runs vision OCR on an already-uploaded wire payment proof (wire confirmation, bank statement, or transfer receipt — NOT an invoice) for a security and returns the extracted fields plus a verification verdict (verified | needs_review | mismatch). Nothing is persisted. Flow: call GetOcrUploadURL with
• cap_table_generate_cap_table_agreement_pdf ~266 tokens
  Renders the PDF for one employee equity-grant agreement (option/rsu/rsa/fast) and stores it; returns the S3 key. Generation is idempotent: when the agreement already has a PDF this returns it unchanged. A signed or void agreement is refused. regenerate=true (overwrite the existing PDF in place) is r
• cap_table_generate_cap_table_docs ~353 tokens
  Generates the SAFE agreement PDF for every SAFE holding of the given stakeholders (all of them when none are given). It runs synchronously: when it returns, queued_count agreements have rendered and are ready to prepare for signature, and failed_count agreements could not be rendered and are left FA
• cap_table_generate_cap_table_summary_pdf ~152 tokens
  GenerateCapTableSummaryPdf renders the cap-table summary to a branded PDF on the backend document engine (Gotenberg). It returns the bytes, or with as_link (always, for an assistant) a short-lived download link to give the user. Read-only.
• cap_table_get_cap_table_agreement ~158 tokens
  Returns one equity agreement by id — a SAFE, a stock purchase agreement or a grant — with its terms and the two signature blocks it prints. Read-only. Use this to answer questions about a specific agreement's valuation cap, discount, amount or signing state. To find the id, list a company's agreemen
• cap_table_get_cap_table_agreement_pdf_url ~115 tokens
  GetCapTableAgreementPdfUrl returns a short-lived signed S3 URL for the rendered SAFE agreement PDF.
• cap_table_get_cap_table_equity_plans ~258 tokens
  Returns a company's equity holdings grouped the way a founder thinks about them: founders, advisors, employees (option grants), and investors. Read-only. Founder, advisor and employee entries carry vesting progress resolved as of now — vested percentage, vested share or option count, and whether the
• cap_table_get_cap_table_health ~207 tokens
  GetCapTableHealth answers "is anything wrong with this cap table?". It runs every server-side check over the stored cap table and returns the issues as data: authorized shares not set, a share class at or over its authorized count, SAFEs with no signed document, no terms or no stated type, a SAFE st
• cap_table_get_cap_table_investor_access ~129 tokens
  GetCapTableInvestorAccess lists every investor stakeholder with its current cap-table visibility level (read directly from the stakeholder row; a new investor defaults to NONE). Read-only.
• cap_table_get_cap_table_overview ~161 tokens
  Says which view of a company's cap table is the current one: the live roster, or the post-conversion table produced by the latest closed round. Read-only, and small — it returns the mode and that round's id, not the table. Use it first when you do not know whether a company has closed a priced round
• cap_table_get_cap_table_round ~141 tokens
  Returns one funding round by id: its name, type, target, pre-money valuation, status and close date. Read-only. Use this for the terms of a specific round; for how much has actually been committed, signed and wired, use the round summaries tool instead.
• cap_table_get_cap_table_round_summaries ~254 tokens
  Returns, for every funding round that has investors attached, how much capital sits at each stage of the pipeline (committed, signed, wired), the total raised, and how many investors are in the round. Read-only. Use this to answer "how is the round going" or "how much have we actually collected" wit
• cap_table_get_cap_table_security ~90 tokens
  GetCapTableSecurity returns one holding by id. Read-only.
• cap_table_get_cap_table_stakeholder ~95 tokens
  GetCapTableStakeholder returns one stakeholder by id. Read-only.
• cap_table_get_cap_table_summary ~201 tokens
  GetCapTableSummary returns company-wide AGGREGATES on the fully-diluted roster: total shares, stakeholder count, founders' combined percentage, and ownership split by stakeholder type. Read-only. Aggregate only. "Per-type segments" groups by type (founder, investor, employee) and is not a per-holde
• cap_table_get_list_cap_table_agreements ~311 tokens
  Lists a company's equity agreements, newest first, each enriched with the stakeholder it belongs to. Read-only and paginated. Filter by type to see only SAFEs or only stock purchase agreements. Use this to answer "what have we signed" or to find the agreement id for a named investor.
• cap_table_get_list_cap_table_rounds ~153 tokens
  Lists a company's funding rounds with their terms and status. Read-only. Use this to answer "what rounds have we raised" or to find a round id before reading its investors.
• cap_table_get_list_cap_table_securities ~247 tokens
  GetListCapTableSecurities lists a company's holdings — the ONLY source of per-holder share counts, share class, price and vesting. Optionally filtered to one stakeholder; paginated, read-only. Call this before answering anything about how much a person owns, and before modeling dilution: the stakeh
• cap_table_get_list_cap_table_stakeholders ~271 tokens
  GetListCapTableStakeholders returns a company's stakeholder roster: identities only — name, type, email, title, address — and NO share counts or ownership percentages, which live on the securities. Paginated, read-only. To answer "who owns what", or anything needing a share count, call GetListCapTab
• cap_table_get_list_cap_table_wire_match_suggestions ~206 tokens
  Lists proposed matches between incoming bank transfers and the investors expected to have sent them, each with a confidence and the reason it was proposed. Read-only, and a suggestion only — nothing is recorded as received until somebody confirms it. Use this to answer "which wires have arrived and
• cap_table_get_my_investor_companies ~93 tokens
  GetMyInvestorCompanies returns the companies where the caller is a linked investor stakeholder (not a member), with the owner-granted access level — the entry point for the investor-facing portal (B3). Read-only.
• cap_table_get_safe_import_consent ~110 tokens
  GetSafeImportConsent reports whether the company has granted current consent for an external AI to read imported SAFE contents.
• cap_table_get_transaction_summary ~137 tokens
  GetTransactionSummary returns the committed / signed / wired capital totals for the Transactions page header. committed/signed come from the securities pipeline stage; wired comes from the money-movement ledger. Read-only.
• cap_table_get_wired_transactions ~113 tokens
  GetWiredTransactions returns the confirmed-wire ledger (wired + refunded investor rows) for the fundraising Transactions page. Read-only.
• cap_table_grant_safe_import_consent Changes accounts · ~113 tokens
  GrantSafeImportConsent records the company's consent at the current wording version. Required before an MCP-origin SaveCapTableImport.
• cap_table_import_cap_table ~1440 tokens
  ImportCapTable writes a whole cap table in one call and one transaction: every row lands or none does, a row naming an existing holder is added to them (and reported as reused), a round the file names is recorded as closed history, and the result is refused if it would break the cap table's rules or
• cap_table_import_rsa ~1040 tokens
  Imports a signed Restricted Stock Purchase/Award Agreement (RSA) from an uploaded PDF and stores the document in S3. USE THIS (not ExtractRsaTermsOcr + CreateCapTableAgreement, and not RecordCapTableInvestment) whenever the user provides or uploads a signed RSA PDF. The grantee (founder/employee/adv
• cap_table_import_safe ~969 tokens
  Imports a SAFE from an uploaded SAFE PDF and stores the document in S3. USE THIS (not RecordCapTableInvestment) whenever the user provides or uploads a SAFE PDF file. Flow: (1) call GetOcrUploadUrl with kind=SAFE and mime_type=application/pdf to get a presigned PUT URL + source_s3_uri, (2) upload th
• cap_table_list_cap_table_audit_events ~145 tokens
  ListCapTableAuditEvents returns the append-only who/what/when audit log for a company's ownership-affecting cap-table mutations (B1). Read-only.
• cap_table_list_cap_table_snapshots_for_round ~162 tokens
  Returns the ownership table as it stood when a round closed — one row per stakeholder, with shares and percentage frozen at that moment. Read-only. Use this to answer "who owned what after the seed". For today's ownership, read the cap table summary instead: a snapshot is history and does not move.
• cap_table_list_cap_table_summary_snapshots ~141 tokens
  ListCapTableSummarySnapshots returns the point-in-time cap-table summary versions captured on material edits (B4). Read-only.
• cap_table_list_cumulative_cap_table_snapshots_for_stakeholder ~192 tokens
  Returns one stakeholder's position at every round close, oldest first — the dilution story for a single person or fund. Read-only. Use this to answer "how has my ownership changed" or "how much was this founder diluted across the rounds".
• cap_table_match_cap_table_stakeholder ~128 tokens
  MatchCapTableStakeholder suggests the existing stakeholder a parsed SAFE's investor name maps to (fuzzy match). Read-only.
• cap_table_preview_close_cap_table_round ~327 tokens
  PreviewCloseCapTableRound runs the SAME engine as CloseCapTableRound but does NOT persist or close anything — no status change, no snapshot writes. This is the action for "preview", "what-if", or "estimate the close"; it never finalizes the round. To actually close/finalize, use CloseCapTableRound.
• cap_table_record_cap_table_investment ~1206 tokens
  Records one holding end-to-end: resolves or creates the stakeholder, then creates the holding with all derived fields, attaching or auto-creating a round for SAFE/Preferred. SAFE requires a valuation_cap. VESTING: for service equity held by a founder, employee, or advisor (instrument_type COMMON_STO
• cap_table_record_cap_table_refund Moves money · ~245 tokens
  RecordCapTableRefund records a refund into the money-movement ledger (refund, confirmed) and flips the security's pipeline_status to 'refunded'.
• cap_table_record_cap_table_wire ~412 tokens
  Records an investor wire into the money-movement ledger and flips the security's pipeline_status to 'wired'. A wire is accepted ONLY when it is backed by one of: (a) a matched banking transaction_id (see GetListCapTableWireMatchSuggestions), or (b) a proof_document_uri whose ExtractWirePaymentProof
• cap_table_reopen_cap_table_round ~92 tokens
  ReopenCapTableRound flips a CLOSED round back to OPEN (status only).
• cap_table_set_cap_table_authorized_shares ~181 tokens
  SetCapTableAuthorizedShares updates the company's authorized share ceiling (charter amendment must have been obtained before calling this). Owner-only.
• cap_table_set_cap_table_pipeline_status ~504 tokens
  Moves ONE investor's holding along the fundraising pipeline. Use this to change a stage — never UpdateCapTableSecurity, which is a full replace and will blank any field you do not resend. Forward goes one stage at a time (committed -> sent -> signed; awaiting_middleman sits between sent and signed a
• cap_table_simulate_cap_table_dilution ~482 tokens
  SimulateCapTableDilution runs the SAME engine as CloseCapTableRound against the company's current stakeholders and its outstanding SAFEs, for a raise that does not exist yet — no round, nothing persisted. CALL THIS for "what happens if we raise X at Y", "model dilution", "how much do the founders k
• cap_table_simulate_cap_table_exit ~665 tokens
  Computes what every stakeholder takes home at ONE hypothetical exit valuation, running the liquidation-preference waterfall over the issued cap table. An outstanding SAFE takes the greater of its money back and its conversion at the sale: a capped SAFE converts at its cap (its discount is a financin
• cap_table_update_cap_table_agreement ~820 tokens
  UpdateCapTableAgreement applies a full update (status/progress/timestamps).
• cap_table_update_cap_table_agreement_status ~406 tokens
  Moves a cap-table agreement to a new status (for example completed once signing finishes, or void to retire an unsent draft); the stored PDF is kept. Voiding a SAFE is refused with FAILED_PRECONDITION when the SAFE is signed, or when its signing request is still out — the envelope must be voided fir
• cap_table_update_cap_table_round ~468 tokens
  Changes a funding round's own terms — name, target, valuation, dates. Writes. It does not move a round between open and closed: closing runs a conversion engine and has its own call, and reopening has another.
• cap_table_update_cap_table_security ~958 tokens
  UpdateCapTableSecurity applies a full update to a holding.
• cap_table_update_cap_table_stakeholder ~496 tokens
  Edits an EXISTING stakeholder's identity (name, type, email, metadata) by id. FULL REPLACE; type is effectively immutable. To ADD a new stakeholder use CreateCapTableStakeholder; for an investor contributing capital use RecordCapTableInvestment.
• cap_table_update_my_stakeholder_name ~204 tokens
  UpdateMyStakeholderName lets an investor correct the name the company holds for them — a misspelled name on a SAFE is the investor's to fix, and asking the founder to retype it was the only route. Scoped to the caller's own stakeholder row; nothing else on the row can be changed this way.
• captable_hydrate_formation_carry ~130 tokens
  Carries the owners named during a company's formation onto its cap table as founders holding common stock. Insert-only: an owner already present is left untouched, so running it twice adds nothing.
• captable_preview_formation_carry ~139 tokens
  Reports which owners a company's formation would carry onto its cap table, and what the cap table still needs afterwards. Writes nothing. Returns available=false when the company has no formation or its formation named no owners.
• captable_send_safe_for_signature Sends messages · ~484 tokens
  CreateSafeEnvelope opens a two-party SAFE signing envelope from cap-table-supplied data (the caller fetched it via company.GetSafeAgreement): it renders the signable SAFE PDF and inserts the company (order 1) + investor (order 2) signers. The investor's signing link is emailed to them; no tokens are
• card_create_card ~761 tokens
  Issues a new virtual card at the card issuer, funded by a specific bank account. account_id is REQUIRED: set it to the id of the account the card should spend from — it must belong to the same company as params.company_id (get_list_accounts lists the company's accounts; the call is rejected if the a
• card_freeze_card ~153 tokens
  Suspend a card at the issuer so it declines new charges. The card is not closed and no money moves; UnfreezeCard restores it. Safe to repeat: a card that is already frozen is returned unchanged and successfully. Only report a card as frozen when the call succeeded — an error means it is still live.
• card_get_card ~118 tokens
  Returns one card by id: its label, type, state, limits and the last four digits of its number. Read-only. The full card number and CVV are never returned by this or any other tool.
• card_get_card_spend ~119 tokens
  Returns how much has been spent on a card over a period, against its limit. Read-only. Use this to answer "how much is left on this card" without adding up transactions by hand.
• card_get_dispute ~138 tokens
  Reads one card dispute by its id, refreshing its status from the card issuer first. Returns the dispute's card, disputed transaction, amount, status (filed, pending review, accepted, won, lost, rejected, or withdrawn), reason, description, and when it was filed and resolved.
• card_get_list_card_disputes ~298 tokens
  Lists card disputes. Set filter.card_id to see the disputes filed on one card, or filter.company_id to see every dispute across a company (the caller's access is verified server-side). Returns each dispute's id, card, disputed transaction, amount, status (filed, pending review, accepted, won, lost,
• card_get_list_cards ~196 tokens
  Lists the cards the caller holds in one company: label, last four digits, network, state, spend limit and expiry. Set company_id to the company whose cards to list (get_my_companies lists the ones the user belongs to) — it is required, and a card belongs to exactly one company. Read-only. Never retu
• card_get_list_org_cards ~128 tokens
  List the active cards of every member of the given company, as a narrow projection. Membership of the AUTHENTICATED caller in company_id is verified server-side — the id selects, it never authorizes.
• card_unfreeze_card ~171 tokens
  Restore a frozen card at the issuer so it accepts charges again. Safe to repeat: a card that is already active is returned unchanged and successfully. A cancelled card cannot be restored and is rejected. It is also refused while the banking partner or Lovie operations has paused the card's account (
• card_update_card_spend_limit ~276 tokens
  Replace a card's spend limit at the issuer. amount_cents is in CENTS, not dollars — a $500 limit is 50000 — and interval chooses the window the limit resets over. The new limit replaces the old one outright, so this raises spending authority as readily as it lowers it: send the exact amount the user
• check_company_name_availability ~147 tokens
  Checks whether a proposed company or brand name is available as a US trademark and as a domain across common TLDs (.com, .io, .co, .net, .ai, .app). Call this whenever the user proposes or evaluates a name. It is informational only and does not read or change any formation; a partial failure still r
• client_get_client ~98 tokens
  Returns one billing client by id — the customer a company invoices — with contact and address details. Read-only.
• client_get_list_clients ~206 tokens
  Lists the customers a company invoices. Read-only and paginated. Use this to find a client id before creating an invoice, or to answer "who do we bill".
• commit_transfer Moves money · ~238 tokens
  Execute a sealed draft. Moves money. Call ONLY after approval_session_get_approval_session_status returned APPROVED for the approval_session_id: a commit sent while the approval is still pending is rejected with step_up_required and still spends the draft. One-shot: success or failure, the draft and
• company_create_company ~777 tokens
  Creates a company owned by the signed-in user, for example before importing a cap table. Give its name (and code, a lowercase slug). The user becomes its owner; there is no way to create a company for someone else. Returns the new company id.
• company_get_company ~82 tokens
  GetCompany retrieves a single company by ID or code
• company_get_company_milestones ~217 tokens
  Returns where the company stands: one milestone per fact (formation paid and filed, company formed, EIN issued, registered agent, address, domain, website, D-U-N-S, KYC, banking, ITIN, trademark, equity), each PENDING, IN_PROGRESS, DONE, BLOCKED or SKIPPED, with when it was reached and which record
• company_get_list_companies ~260 tokens
  Lists the companies the signed-in user is a member of, with optional filters (ids, status, companies that have no formation). Returns only the user's own companies.
• company_get_list_company_members ~88 tokens
  GetListCompanyMembers lists all members of a company
• company_get_my_companies ~368 tokens
  Lists the companies the SIGNED-IN user already belongs to, each with their role, plus that account itself in signed_in_as. Requires authentication. Call this only when the user asks about or wants to act on an EXISTING company. Do NOT call it to start a new formation (use formation_start_formation,
• company_record_duns_number ~197 tokens
  Records the company's D-U-N-S number (nine digits) once Dun & Bradstreet has assigned it, or the D&B case reference while the request is pending. Only the company's owner may call it. Use after the founder confirms the number from D&B's own email or portal; never invent or guess a number.
• company_set_public_website ~132 tokens
  Sets the company's public website URL (https only). Only the company's owner may call it. Use when the founder says the site is live and gives the address.
• company_update_company ~1284 tokens
  UpdateCompany patches mutable company fields in a single call: name, logo_url, aliases, sibling_company_ids, and — for a company Lovie did not incorporate — its entity type, state, formation date, EIN and principal address. sibling_company_ids replaces the stored list and needs company.company.upda
• connection_suggest_connections ~111 tokens
  SuggestConnections reports providers the company is evidently already paying for, judged from its own transactions, and skips any it has already connected. Read-only — it writes nothing. Connect one with StartConnection.
• counterparty_get_counterparty ~84 tokens
  GetCounterparty retrieves a single counterparty by ID
• counterparty_get_list_counterparties ~366 tokens
  GetListCounterparties retrieves a list of counterparties with filtering and pagination
• counterparty_get_list_global_counterparties ~262 tokens
  GetListGlobalCounterparties performs a read-only batch lookup against the platform-wide canonical vendor registry. The filter accepts a list of provider stable IDs and/or aliases; the response returns every approved row matching ANY selector. Used by the cheap-resolve worker to short-circuit LLM enr
• document_template_list_templates ~72 tokens
  List available legal document templates (YAML catalog).
• document_template_resolve_template ~97 tokens
  Find the best template match for a natural-language document request. Returns the template slug and its field definitions to collect before DocumentService.CreateDocument.
• documents_create_document ~170 tokens
  Create a finished document for a company from a template slug and field values.
• documents_create_from_user_template ~206 tokens
  Create a finished document by filling a company user-uploaded template with collected field values. Does not modify the original upload.
• documents_delete_saved_signature Deletes data · ~210 tokens
  DeleteSavedSignature removes one of the caller's saved signatures. Exposed because ListSavedSignatures already is: the agent could name a founder's signatures without being able to clear a stale one. The row it removes is not recoverable, so it is annotated destructive — that hint is what makes clie
• documents_get_document ~129 tokens
  Fetch one document's metadata and its related signed/unsigned set.
• documents_get_user_template ~133 tokens
  Fetch one user-uploaded template including Vision-detected fillable fields.
• documents_list_documents ~395 tokens
  List a company's documents, filtered by type, source, category, or template.
• documents_list_saved_signatures ~90 tokens
  List the caller's saved signatures for the selected company.
• documents_list_user_templates ~103 tokens
  List company-scoped user-uploaded templates (Use your own template). Separate from Lovie's builtin catalog.
• documents_resolve_template_prefill ~214 tokens
  Resolve a template's company auto-fill values before collecting anything from the founder: returns the field values the server already knows for this company, so only the remaining fields need to be asked for.
• documents_set_default_saved_signature ~216 tokens
  SetDefaultSavedSignature marks one of the caller's signatures as the default, unsetting any prior default (single default per user per company). Exposed because ListSavedSignatures already is: the agent could name a founder's signatures but not act on them. Choosing which one applies is an ordinary
• documents_update_document ~192 tokens
  Rename a stored document by updating its title. Only the member who created the document may rename it, and a signed document or one out for signature cannot be renamed through an assistant; tell the user to rename it in Lovie.
• draft_agent_account ~168 tokens
  Draft a proposed agent-account setup for human review: a suggested spend envelope (per-payment / daily caps), allowed rails, and status. Creates nothing — a human provisions from the spec.
• draft_payment ~319 tokens
  Draft a payment for human review: returns a canonical, ready-to-sign Mandate (body JSON + JCS hash) and a plain-language summary. Does NOT move money or run the pipeline — a human commits it by signing and submitting.
• equity_onboarding_get ~198 tokens
  Returns a company's proof-of-formation intake: the facts on file, which sections are still outstanding and why, and how much is answered. Read-only. Resolve it by company rather than by id — the server finds the company's one open intake. A section that comes back with a handoff_url cannot be finish
• equity_onboarding_hydrate_formation_carry ~224 tokens
  Carries a company's Lovie formation into its intake: the facts, the registered agent, and the stamped certificate of incorporation or formation. Idempotent, and it never overwrites an answer the person gave themselves. Call this before asking for anything on a company Lovie formed — it usually settl
• equity_onboarding_preview_formation_carry ~148 tokens
  Says what a company's Lovie formation would carry into the intake, without writing anything. Read-only. When the formation cannot be read the answer is that it is unavailable — not an error — so offer to collect the facts directly instead of retrying.
• equity_onboarding_start ~154 tokens
  Opens a company's proof-of-formation intake so its cap table can be set up. Idempotent: a company has at most one open intake, and calling again returns the existing one rather than splitting the answers across two records. Safe to call first when you do not know whether an intake exists.
• equity_onboarding_submit ~214 tokens
  Finishes the intake and records the company's proof of formation. A refusal is a normal answer, not a failure: it names the sections still blocking and, for a section no tool can clear, the URL where a person finishes it. Read that back rather than retrying. On success the cap table opens for a name
• equity_onboarding_update ~1760 tokens
  Records the company facts the intake asks for: legal name, entity type, the state (or, for a non-US company, the country) it was incorporated in, the formation date, the company's own address (and registered_address_source NEED_ASSISTANCE when that address is Lovie's mailbox), and — for a US company
• formation_acknowledge_warnings ~169 tokens
  Acknowledges entity-type warnings raised when the user chooses an entity type against the recommendation (e.g. an LLC despite indicators pointing to C-Corp). Required before proceeding whenever warnings were raised while setting the company type.
• formation_add_shareholder ~418 tokens
  AddShareholder adds a shareholder or LLC member
• formation_append_conversation_entry ~183 tokens
  AppendConversationEntry atomically appends one or more chat entries to the formation's conversation_history. Owner-scoped.
• formation_approve_certificate ~271 tokens
  Records the user's approval of the reviewed formation details (the certificate checkpoint). This only records approval — it files NOTHING with any state and charges NOTHING, so it is always safe to call, including during testing; never refuse or stop short because it is a 'test'. Call it once the us
• formation_check_domain_availability ~125 tokens
  Checks whether a specific fully-qualified domain (e.g. "acme.com") is available to register. Informational only; does not read or change any formation or company.
• formation_check_name ~90 tokens
  CheckName checks company name availability in the selected state
• formation_claim_demo_formations ~211 tokens
  ClaimDemoFormations reassigns formations created during a demo session (under a hardcoded demo user) to a newly-signed-up real user. This is a cross-user mutation; the server enforces reviewer/admin/service role.
• formation_confirm_cohort_deal_terms ~140 tokens
  Record that the founder confirms the starter investment terms their accelerator offered, as shown on their formation. Idempotent. This records agreement only — it does not create a security, change a cap table, or move money.
• formation_confirm_naics_code ~247 tokens
  Records the NAICS industry classification a founder has chosen for their formation. Call formation_suggest_naics_codes first, show the candidates with their official titles, and call this ONLY after the person has explicitly picked one. Never choose on their behalf and never infer a code from the bu
• formation_confirm_payment ~230 tokens
  Verifies with Stripe that payment actually completed and, on success, advances the formation to filing. Usually unnecessary — payment auto-confirms via webhook once the user pays. Only call this if the user explicitly returns and says they have paid. A user saying they paid is NOT proof — only a suc
• formation_create_domain_checkout Moves money · ~240 tokens
  Starts a PAID domain purchase for the company: quotes the live registrar price plus Lovie's margin and returns a Stripe Checkout URL — give it to the user, payment happens on the Stripe page. Companies still eligible for their included free domain are refused here (their first domain uses the free f
• formation_create_domain_transfer_checkout Moves money · ~205 tokens
  Starts transferring a domain the company already owns elsewhere INTO Lovie: returns a Stripe Checkout URL covering the transfer (which includes a one-year renewal). After payment, start the transfer with the auth code from the current registrar. Requires passed identity verification (KYC).
• formation_create_formation ~6759 tokens
  CreateFormation creates a formation with full data (MCP/bulk use case). A request whose shareholders carry ssn_last4 is refused with INVALID_ARGUMENT and writes nothing: those four digits are recorded only by SetShareholderTaxIdentifier, after the whole identifier has reached the secret store. Accep
• formation_delete_pending_domain Deletes data · ~173 tokens
  Removes an abandoned pending domain purchase attempt from the company's domain list. Only pending (never-completed) purchases can be removed; registered domains cannot be deleted this way.
• formation_describe_business ~201 tokens
  Analyzes a business description and recommends the best entity type (LLC or C-Corp) with a confidence score. Call this once you understand what the user is building. When the recommendation is LLC or confidence is not high, mention that Lovie offers a free LLC-to-C-Corp conversion later.
• formation_extract_cap_table ~298 tokens
  Runs vision OCR on an uploaded cap table file and returns the extracted rows without persisting them. Each row may include a vesting schedule (vesting_start_date / vesting_total_months / vesting_cliff_months) for service equity held by founders, employees, and advisors. PRESERVE these vesting fields
• formation_extract_cap_table_ocr ~303 tokens
  Runs vision OCR on an uploaded cap table for the active company and returns the extracted rows without persisting them. Each row may include a vesting schedule (vesting_start_date / vesting_total_months / vesting_cliff_months) for service equity held by founders, employees, and advisors. PRESERVE th
• formation_extract_fast_terms_ocr ~387 tokens
  Runs vision OCR on an already-uploaded FAST (Founder / Advisor Standard Template) advisor agreement PDF for the active company and returns the grant summary it states — advisor_name, company_name, tier, engagement_level, equity_percentage, shares, effective_date, vesting_total_months, vesting_cliff_
• formation_extract_rsa_terms_ocr ~360 tokens
  Runs vision OCR on an already-uploaded signed Restricted Stock Purchase/Award Agreement (RSA) PDF for the active company and returns the founder and company names plus structured terms (total_shares, unvested_shares, price_per_share, grant_date, vesting_start_date / vesting_total_months / vesting_cl
• formation_extract_safe_terms ~418 tokens
  Reads a SAFE PDF and returns its terms WITHOUT saving anything. Always call this before ImportSAFE and show the result to the user for confirmation — never import a SAFE the user has not seen. Present one block per document, largest investment first, with exactly these fields in this order: investor
• formation_extract_safe_terms_ocr ~164 tokens
  ExtractSafeTermsOcr runs vision OCR on a SAFE PDF for a company (no formation required). Company-scoped: requires an active company.
• formation_generate_certificate ~197 tokens
  Prepares the Certificate of Formation/Incorporation as a review checkpoint before filing. This is a confirmation step, NOT a downloadable document — the official, state-issued certificate is produced only after payment and state filing, so do NOT present a download link here. Summarize the formation
• formation_get_domain_auth_code ~263 tokens
  Reveals the domain's transfer authorization (EPP) code and lifts the transfer lock — the customer's exit door, shown once and never stored. Requires a trusted-device approval: open one with identity's create-approval-session tool (action_type domain_auth_code_reveal, payload {domain}), have the user
• formation_get_domain_order ~147 tokens
  Returns one domain purchase's live status — use it to answer 'did my domain go through?' after checkout.
• formation_get_domain_transfer_status ~169 tokens
  Reports a transfer-in's live progress at the registrar (waiting on the losing registrar, completed, failed). Poll sparingly — registrar transfers move on a scale of days.
• formation_get_ein_filing_info ~92 tokens
  GetEinFilingInfo returns the stored payload without the SSN/ITIN.
• formation_get_filing_fee ~115 tokens
  GetFilingFee returns the state formation filing fee (table amount and formatted string). Nothing charges it separately; it is shown as part of what the flat price covers. Used by the certificate step. Stateless lookup — no formation context required.
• formation_get_formation ~218 tokens
  Returns the full formation record for a formation_id: company name, entity type, state, business address, registered agent, share structure, shareholders, authorized party, EIN, certificate data, payment and filing status, and timestamps. Use this to answer specific questions such as the user's EIN,
• formation_get_formation_document_download_url ~226 tokens
  Returns a short-lived signed URL for one of a formation's documents. Reviewer role only. The URL is a read credential and expires; treat it as one — do not repeat it back or store it anywhere it outlives the answer it was fetched for.
• formation_get_formation_info ~72 tokens
  GetFormationInfo returns educational content topics or content for a specific topic
• formation_get_formation_purchase_quote ~150 tokens
  GetFormationPurchaseQuote returns the CorpTools filing product, methods, parsed form schema, prefilled values, and missing required fields for a formation (non-DE/WY states). Reviewer-only; no side effects beyond ensuring a CorpTools company record exists.
• formation_get_formation_quote ~174 tokens
  Returns what forming a company costs, priced live, with `includes` listing what the price covers. Creates nothing and charges nothing. Use this whenever the user asks about price instead of quoting a figure from memory — it is ONE flat all-inclusive one-time payment, the same in every state, so ther
• formation_get_formation_timeline ~159 tokens
  Returns a formation's progress timeline: each milestone (filing, company formed, tax identifier, banking, and — where an accelerator invests — the starter investment), its state, and a sentence describing it. Also lists co-founders who have not finished; they never block the filing. Read-only.

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