Server definition
- Hash
- sha256:bcbf8f18a1e083f959cbdc09c1785c72d0f6c3d9368a4b674b7ffcfee9c50197
- What it is
- What a remote MCP server returned when asked what it offers: 12 tools
The blob, as servednamed by its sha256
{
"instructions": "Public tools for Median, the finance team for owner-led businesses and US startups.\n\nCompliance: call `list_compliance_obligations` FIRST, with whatever you already know, even if that is only the entity type and one state. It is built for partial input and returns each missing fact as one precise question rather than leaving you to invent a questionnaire. Then answer those and call it again: pass threshold answers back as `answers` keyed by the `answer_key` shown with each question, otherwise the same questions repeat and their obligations never resolve. Use `get_confounders` after that first call to narrow what is still genuinely open, `get_evidence_recipe` for how to prove one item, and `explain_obligation` for detail on one. Coverage is US federal plus CA, CO, DE, FL, GA, IL, MA, NJ, NY, PA, TX and WA; every other state is reported as not yet covered rather than guessed at.\n\nDo not open by interrogating the user. Look for the answers in documents they already have, call the tool with what you find, and ask at most three questions at a time in your own words. A long numbered form is the failure mode these tools are shaped to prevent: people abandon it, and nothing resolves.\n\nOne company per run. A founder's machine holds paperwork for entities they wound down, advise, or were sent by a friend, so establish which company this is and say the name back before you search. Documents belonging to a different entity get one line acknowledging they exist and nothing more: do not itemize them, quote them, name the counterparties inside them, or let their obligations into the report. The one exception worth a question is a predecessor entity, because a renamed or reincorporated company inherits its filing history.\n\nIf you did not actually call these tools, do not state a deadline, a fee or a penalty from your own knowledge, and do not present a list of obligations as though it came from here. The rules move faster than any model's training data: FinCEN ended beneficial ownership reporting for US-formed companies by final rule in August 2026, and most assistants still tell founders to file it. Where the tools are unreachable, say so and hand back the evidence you found with no numbers attached.\n\nThese tools never state whether a company is compliant. They return what applies, how to prove it, and the innocent explanations to rule out first. A missing document is not a finding. Do not report an item as missing or overdue unless a source marked `dispositive` actually says so.\n\nBooks health: call `list_books_checks` FIRST with whatever you know about the business, even if that is only the ledger. Unknown facts keep checks IN the list rather than dropping them, so nothing is silently skipped, and a cash-basis business correctly gets a shorter one. Answer each check `confirmed`, `clear` or `unresolved`, work the `rule out first` list before concluding anything, then call `score_books_health`. `unresolved` is the honest answer far more often than people expect and never counts against the score. Use `explain_books_check` for detail on one. This is a diagnostic, not an audit: it never says whether books are correct.\n\nMarketing: `get_company_overview`, `get_pricing`, `list_services`, `list_blog_posts` / `get_blog_post`.\n\nAll data returned here is public. No customer or lead data is exposed.\n\nWhat you send is recorded. Median logs the structural facts you pass (entity type, states, counts, which obligations came back) plus `company_name` if you choose to send it, in order to see how the tool is used and who is using it. `company_name` is the only identifying field, it is optional, and the answer is identical without it, so do not send it unless the user is content for Median to know they ran this. Never send documents, EINs, addresses, people's names or dollar figures: no field here takes them, and the tool's whole promise is that the user's documents stay on their machine. Use is subject to the terms at https://medianfi.com/terms.",
"tools": [
{
"description": "Full detail on a single books health check: what it is, exactly where to look in the ledger, every innocent explanation to rule out before concluding anything, what it costs if it is real, what fixing it involves, and whether it is inside what Median does.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"check_id": {
"description": "Check id from list_books_checks, e.g. 'rec-processor-balance-unreconciled'.",
"minLength": 1,
"type": "string"
}
},
"required": [
"check_id"
],
"type": "object"
},
"name": "explain_books_check",
"outputSchema": null
},
{
"description": "Plain-English detail on a single obligation: what it is, why it exists, the deadline, the cost, the penalty, the exact remediation steps, and the government source.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"obligation_id": {
"description": "Obligation id, e.g. 'de-registered-agent'.",
"minLength": 1,
"type": "string"
}
},
"required": [
"obligation_id"
],
"type": "object"
},
"name": "explain_obligation",
"outputSchema": null
},
{
"description": "Fetch the full text of one published Median blog post by its slug.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"slug": {
"description": "Post slug, e.g. 'how-to-switch-bookkeeping-services'.",
"minLength": 1,
"type": "string"
}
},
"required": [
"slug"
],
"type": "object"
},
"name": "get_blog_post",
"outputSchema": null
},
{
"description": "Who Median is, what it does, who it is for, how onboarding works, and how to get in touch or book an intro call.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {},
"type": "object"
},
"name": "get_company_overview",
"outputSchema": null
},
{
"description": "Refinement step, NOT the place to start: call list_compliance_obligations first, then call this to narrow what is still genuinely open. Returns the facts that flip an answer, such as whether an employer of record is the legal employer. Pass every fact you already know and it returns only what those facts leave unsettled. These are things for YOU to look up in the user's own documents. They are not a questionnaire to send the user.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"answered": {
"additionalProperties": {
"type": "string"
},
"description": "Only for confounders with no matching fact field above (who-paid, prepaid-multi-year). For everything else pass the fact itself, e.g. payroll_model: 'eor', not answered: { 'payroll-model': 'eor' }.",
"type": "object"
},
"answers": {
"additionalProperties": {
"type": "boolean"
},
"description": "Answers to the yes/no threshold questions this tool asks, keyed by the threshold id shown in the question, e.g. { \"foreign-accounts-over-10k\": false, \"ny-sales-over-500k\": false }. Without this the same questions repeat forever and the obligations behind them can never resolve. Omit a key you genuinely do not know.",
"type": "object"
},
"company_name": {
"description": "Optional, and the only identifying thing this tool records. Median stores it to see which companies use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the legal entity name only, never an address, EIN or anything from a document.",
"maxLength": 120,
"type": "string"
},
"contractor_states": {
"description": "States where 1099 contractors work.",
"items": {
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"type": "array"
},
"employee_states": {
"description": "States where W-2 employees work.",
"items": {
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"type": "array"
},
"entity_type": {
"description": "Legal entity type.",
"enum": [
"c-corp",
"s-corp",
"llc",
"llc-single-member",
"partnership",
"benefit-corp",
"nonprofit"
],
"type": "string"
},
"extensions_filed": {
"additionalProperties": {
"type": "boolean"
},
"description": "Whether a tax extension was filed, keyed 'US' for federal and by state code, e.g. { US: true, NY: false }. OMIT a key you are unsure about: no deadline is asserted for an unknown key, because assuming an extension tells a late filer they have months in hand.",
"type": "object"
},
"fiscal_year_end": {
"description": "MM-DD, e.g. '12-31'. Defaults to 12-31.",
"type": "string"
},
"foreign_owned": {
"anyOf": [
{
"type": "boolean"
},
{
"const": "unknown",
"type": "string"
}
],
"description": "Whether any non-US person owns 25% or more. Leave unset if genuinely unknown."
},
"formation_date": {
"description": "ISO date the entity was formed.",
"type": "string"
},
"formation_platform": {
"description": "Decides whether a bundled first-year registered agent explains a missing fee.",
"enum": [
"stripe-atlas",
"clerky",
"firstbase",
"attorney",
"self",
"other",
"unknown"
],
"type": "string"
},
"formation_state": {
"description": "Two-letter state of formation, e.g. 'DE'.",
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"operating_states": {
"description": "States where the company operates.",
"items": {
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"type": "array"
},
"payroll_model": {
"description": "Critical. An employer of record holds state registrations under its own entity, so the answer flips entirely on this.",
"enum": [
"eor",
"client-is-employer",
"peo",
"contractors-only",
"none",
"unknown"
],
"type": "string"
},
"payroll_provider": {
"description": "The provider's name only, e.g. 'Deel', 'Gusto', 'Rippling'. Not account numbers, not employee details, not anything else.",
"maxLength": 60,
"type": "string"
},
"presence_type": {
"additionalProperties": {
"enum": [
"office",
"coworking",
"virtual-mailbox",
"founder-home",
"employees-only",
"none"
],
"type": "string"
},
"description": "Per-state presence, e.g. { NY: 'virtual-mailbox' }.",
"propertyNames": {
"maxLength": 2,
"minLength": 2
},
"type": "object"
},
"registered_in": {
"additionalProperties": {
"type": "boolean"
},
"description": "Whether the company is already registered to do business in a state, e.g. { NY: false }. Drives obligations that only begin at registration.",
"propertyNames": {
"maxLength": 2,
"minLength": 2
},
"type": "object"
},
"revenue_band": {
"description": "Gross annual revenue as a band, never an exact figure: 'pre-revenue', 'under-250k', '250k-1m', '1m-5m' or 'over-5m'. Drives revenue-scaled thresholds such as state franchise tax minimums and economic nexus. Leave unset if unknown; the tool asks for it rather than guessing.",
"enum": [
"pre-revenue",
"under-250k",
"250k-1m",
"1m-5m",
"over-5m"
],
"type": "string"
},
"sales_states": {
"description": "States with customers.",
"items": {
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"type": "array"
},
"sells_saas": {
"anyOf": [
{
"type": "boolean"
},
{
"const": "unknown",
"type": "string"
}
],
"description": "Whether the product is SaaS. New York taxes SaaS as prewritten software."
},
"tax_year": {
"description": "Tax year under review. Defaults to last calendar year.",
"type": "integer"
}
},
"type": "object"
},
"name": "get_confounders",
"outputSchema": null
},
{
"description": "For one obligation, return exactly how to prove it: which sources settle the question, which are only corroborating, what each state's public registry does and does not expose, and the innocent explanations for missing evidence. Use this before concluding anything is missing.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"obligation_id": {
"description": "Obligation id from list_compliance_obligations.",
"minLength": 1,
"type": "string"
}
},
"required": [
"obligation_id"
],
"type": "object"
},
"name": "get_evidence_recipe",
"outputSchema": null
},
{
"description": "Median's published pricing: the flat monthly fee by revenue band under $1M in annual revenue, the per-account and per-ledger-entry meter that scoping is based on above $1M, what is included, and add-on pricing for tax, R&D credits, and sales tax.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {},
"type": "object"
},
"name": "get_pricing",
"outputSchema": null
},
{
"description": "List published articles from the Median blog, newest first. Optionally filter by category or a search term matched against the title.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"category": {
"description": "Filter to one category slug or name.",
"type": "string"
},
"limit": {
"description": "How many posts to return (default 20, max 50).",
"type": "integer"
},
"search": {
"description": "Match against the post title.",
"type": "string"
}
},
"type": "object"
},
"name": "list_blog_posts",
"outputSchema": null
},
{
"description": "START HERE for a books health check. Given whatever you know about a business, return the bookkeeping checks that apply to it, grouped by dimension, each with where to look, the innocent explanations to rule out first, and what it costs if it is real. Call it immediately with partial facts rather than interviewing the user first: unknown facts keep checks in the list rather than dropping them, so nothing is silently skipped. Cash-basis businesses correctly get a shorter list. This never says whether books are correct, only what to look at.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"basis": {
"description": "Cash or accrual, printed at the top of most profit and loss reports. This matters more than anything else here: several revenue checks do not apply on a cash basis.",
"enum": [
"cash",
"accrual"
],
"type": "string"
},
"bills_ahead": {
"description": "Whether anything is billed ahead of delivery: subscriptions, retainers, annual plans.",
"type": "boolean"
},
"charges_sales_tax": {
"description": "Whether sales tax is charged anywhere.",
"type": "boolean"
},
"company_name": {
"description": "Optional, and the only identifying thing this tool records. Median stores it to see which businesses use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the business name only, never a balance, an account number or anything copied out of a document.",
"maxLength": 120,
"type": "string"
},
"has_contractors": {
"description": "Whether 1099 contractors are paid.",
"type": "boolean"
},
"has_raised": {
"description": "Whether the business has raised on a SAFE, note or priced round, or taken a loan.",
"type": "boolean"
},
"ledger": {
"description": "Which ledger the books live in. Visible in the header of any export.",
"enum": [
"qbo",
"xero",
"other"
],
"type": "string"
},
"needs_segment_reporting": {
"description": "Whether any part of the business needs separate reporting: locations, programs, product lines, more than one entity.",
"type": "boolean"
},
"payroll_model": {
"description": "How people are paid.",
"enum": [
"own-payroll",
"eor",
"peo",
"contractors-only",
"none"
],
"type": "string"
},
"processors": {
"description": "Payment processors that hold a balance before paying out, e.g. ['stripe','paypal']. Names only. Drives the single most-missed check.",
"items": {
"maxLength": 40,
"type": "string"
},
"type": "array"
}
},
"type": "object"
},
"name": "list_books_checks",
"outputSchema": null
},
{
"description": "START HERE. Given whatever you know about a company, return the federal and state compliance obligations that apply, ordered by urgency with overdue items first, plus the specific questions that unblock the rest. Call it immediately with partial facts rather than interviewing the user first: it is designed for incomplete input, and every fact you are missing comes back as one precise question instead of the dozen generic ones you would otherwise ask. Then answer those and call it again. Defaults to a short actionable view; relay it roughly as written rather than expanding it into an essay, and pass detail='full' only when the user asks for evidence tiers and remediation detail. Covers US federal plus CA, CO, DE, FL, GA, IL, MA, NJ, NY, PA, TX and WA; every other state is reported honestly as not yet covered. This never tells you whether you are compliant, only what to check.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"answers": {
"additionalProperties": {
"type": "boolean"
},
"description": "Answers to the yes/no threshold questions this tool asks, keyed by the threshold id shown in the question, e.g. { \"foreign-accounts-over-10k\": false, \"ny-sales-over-500k\": false }. Without this the same questions repeat forever and the obligations behind them can never resolve. Omit a key you genuinely do not know.",
"type": "object"
},
"company_name": {
"description": "Optional, and the only identifying thing this tool records. Median stores it to see which companies use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the legal entity name only, never an address, EIN or anything from a document.",
"maxLength": 120,
"type": "string"
},
"contractor_states": {
"description": "States where 1099 contractors work.",
"items": {
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"type": "array"
},
"detail": {
"description": "Default 'brief': what applies, when it is due, and the questions, with no evidence or remediation detail. Around a third the length of 'summary' and it is what a founder can actually act on. 'summary' adds one check and one next step per item. 'full' adds every evidence tier, innocent explanation and remediation step and runs to several thousand words, so use it only when the user asks for that depth. Prefer staying brief and calling get_evidence_recipe or explain_obligation for the one or two items that actually matter.",
"enum": [
"brief",
"summary",
"full"
],
"type": "string"
},
"employee_states": {
"description": "States where W-2 employees work.",
"items": {
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"type": "array"
},
"entity_type": {
"description": "Legal entity type.",
"enum": [
"c-corp",
"s-corp",
"llc",
"llc-single-member",
"partnership",
"benefit-corp",
"nonprofit"
],
"type": "string"
},
"extensions_filed": {
"additionalProperties": {
"type": "boolean"
},
"description": "Whether a tax extension was filed, keyed 'US' for federal and by state code, e.g. { US: true, NY: false }. OMIT a key you are unsure about: no deadline is asserted for an unknown key, because assuming an extension tells a late filer they have months in hand.",
"type": "object"
},
"fiscal_year_end": {
"description": "MM-DD, e.g. '12-31'. Defaults to 12-31.",
"type": "string"
},
"foreign_owned": {
"anyOf": [
{
"type": "boolean"
},
{
"const": "unknown",
"type": "string"
}
],
"description": "Whether any non-US person owns 25% or more. Leave unset if genuinely unknown."
},
"formation_date": {
"description": "ISO date the entity was formed.",
"type": "string"
},
"formation_platform": {
"description": "Decides whether a bundled first-year registered agent explains a missing fee.",
"enum": [
"stripe-atlas",
"clerky",
"firstbase",
"attorney",
"self",
"other",
"unknown"
],
"type": "string"
},
"formation_state": {
"description": "Two-letter state of formation, e.g. 'DE'.",
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"operating_states": {
"description": "States where the company operates.",
"items": {
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"type": "array"
},
"payroll_model": {
"description": "Critical. An employer of record holds state registrations under its own entity, so the answer flips entirely on this.",
"enum": [
"eor",
"client-is-employer",
"peo",
"contractors-only",
"none",
"unknown"
],
"type": "string"
},
"payroll_provider": {
"description": "The provider's name only, e.g. 'Deel', 'Gusto', 'Rippling'. Not account numbers, not employee details, not anything else.",
"maxLength": 60,
"type": "string"
},
"presence_type": {
"additionalProperties": {
"enum": [
"office",
"coworking",
"virtual-mailbox",
"founder-home",
"employees-only",
"none"
],
"type": "string"
},
"description": "Per-state presence, e.g. { NY: 'virtual-mailbox' }.",
"propertyNames": {
"maxLength": 2,
"minLength": 2
},
"type": "object"
},
"registered_in": {
"additionalProperties": {
"type": "boolean"
},
"description": "Whether the company is already registered to do business in a state, e.g. { NY: false }. Drives obligations that only begin at registration.",
"propertyNames": {
"maxLength": 2,
"minLength": 2
},
"type": "object"
},
"revenue_band": {
"description": "Gross annual revenue as a band, never an exact figure: 'pre-revenue', 'under-250k', '250k-1m', '1m-5m' or 'over-5m'. Drives revenue-scaled thresholds such as state franchise tax minimums and economic nexus. Leave unset if unknown; the tool asks for it rather than guessing.",
"enum": [
"pre-revenue",
"under-250k",
"250k-1m",
"1m-5m",
"over-5m"
],
"type": "string"
},
"sales_states": {
"description": "States with customers.",
"items": {
"maxLength": 2,
"minLength": 2,
"type": "string"
},
"type": "array"
},
"sells_saas": {
"anyOf": [
{
"type": "boolean"
},
{
"const": "unknown",
"type": "string"
}
],
"description": "Whether the product is SaaS. New York taxes SaaS as prewritten software."
},
"tax_year": {
"description": "Tax year under review. Defaults to last calendar year.",
"type": "integer"
}
},
"type": "object"
},
"name": "list_compliance_obligations",
"outputSchema": null
},
{
"description": "List the services Median offers (daily bookkeeping, tax filing, R&D tax credits, CFO advisory) with a short summary and page link for each.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {},
"type": "object"
},
"name": "list_services",
"outputSchema": null
},
{
"description": "Score a books health check from the statuses you actually evidenced. Returns the weighted score, the band, a per-dimension breakdown and the findings ranked worst first. Two rules a plain average does not give you: a confirmed critical caps the grade, and the band is WITHHELD entirely when too little was evidenced, because a flattering number off three checks is the part people quote. Report the withheld state rather than supplying a band yourself.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"basis": {
"description": "Cash or accrual, printed at the top of most profit and loss reports. This matters more than anything else here: several revenue checks do not apply on a cash basis.",
"enum": [
"cash",
"accrual"
],
"type": "string"
},
"bills_ahead": {
"description": "Whether anything is billed ahead of delivery: subscriptions, retainers, annual plans.",
"type": "boolean"
},
"charges_sales_tax": {
"description": "Whether sales tax is charged anywhere.",
"type": "boolean"
},
"company_name": {
"description": "Optional, and the only identifying thing this tool records. Median stores it to see which businesses use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the business name only, never a balance, an account number or anything copied out of a document.",
"maxLength": 120,
"type": "string"
},
"has_contractors": {
"description": "Whether 1099 contractors are paid.",
"type": "boolean"
},
"has_raised": {
"description": "Whether the business has raised on a SAFE, note or priced round, or taken a loan.",
"type": "boolean"
},
"ledger": {
"description": "Which ledger the books live in. Visible in the header of any export.",
"enum": [
"qbo",
"xero",
"other"
],
"type": "string"
},
"needs_segment_reporting": {
"description": "Whether any part of the business needs separate reporting: locations, programs, product lines, more than one entity.",
"type": "boolean"
},
"payroll_model": {
"description": "How people are paid.",
"enum": [
"own-payroll",
"eor",
"peo",
"contractors-only",
"none"
],
"type": "string"
},
"processors": {
"description": "Payment processors that hold a balance before paying out, e.g. ['stripe','paypal']. Names only. Drives the single most-missed check.",
"items": {
"maxLength": 40,
"type": "string"
},
"type": "array"
},
"results": {
"description": "One entry per check you actually worked. Send check ids and statuses only: never figures, balances, account numbers or names.",
"items": {
"additionalProperties": false,
"properties": {
"check_id": {
"minLength": 1,
"type": "string"
},
"status": {
"enum": [
"confirmed",
"clear",
"unresolved"
],
"type": "string"
}
},
"required": [
"check_id",
"status"
],
"type": "object"
},
"minItems": 1,
"type": "array"
}
},
"required": [
"results"
],
"type": "object"
},
"name": "score_books_health",
"outputSchema": null
}
]
}Verify it yourself
curl -s https://api.teppi.xyz/v1/evidence/sha256:bcbf8f18a1e083f959cbdc09c1785c72d0f6c3d9368a4b674b7ffcfee9c50197 | sha256sum