MCP serverco.lovie/company-formation

GetAccount retrieves a single account by ID with its details

GetListAccountDetails retrieves account details in batch (eliminates N+1 GetAccount calls)

Confirm the categories the posting engine chose for up to 500 transactions, moving them from the pending tab to posted. Each confirmation is written as a user override that AI enri

Exclude up to 500 transactions from the books (set excluded=true) or put them back (excluded=false). Excluding voids the transaction's journal entry and stops the posting engine fr

Cancel an accrual schedule so no further periodic entries are generated. Entries already posted for elapsed periods are kept. Audit-logged.

Close an accounting period: lock the window [start_date, end_date] and post a balanced closing entry that rolls the period's net income into equity (current-year earnings for a mon

Record that a ledger transaction settles a bank-statement line, or clear an existing match by omitting the transaction. Refused once the statement is closed.

Confirm that two journal entries are the two halves of one transfer. The entry named first is reposted from funding account to funding account; the counterpart's transaction is exc

Create an accrual schedule that spreads a total amount across N monthly periods as accrual-only adjusting entries (e.g. amortize a prepaid, defer revenue, depreciate an asset). Eac

Delete or void a journal entry. For entries tied to a transaction prefer re-categorizing the transaction (the entry re-derives). Deleting a derived entry is temporary — the engine

GetBalanceSheet returns assets, liabilities, and equity balances as of a date; equity includes net income to date, so the sheet always balances. Read-only.

GetChartOfAccounts returns the company's chart of accounts (flat list with parent links; build the tree client-side). Read-only.

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 reco

GetGeneralLedger pages through one account's posted lines with opening, running, and closing balances — the account register. Read-only.

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 dependen

GetJournalEntryByTransaction returns the journal entry derived for one transaction (empty when none exists yet). Read-only.

GetListJournalEntries pages through the journal register with filters — the review queue is filter{needs_review: true}. Read-only.

GetListPeriods pages through a company's periods, newest first. Read-only.

List bank transactions awaiting bookkeeping review. Tabs: PENDING (the posting engine picked a category, or none, and nobody has confirmed it), POSTED (a human confirmed or set the

GetListSchedules pages through a company's schedules. Read-only.

List the bank statements imported for reconciliation, newest period first, with how many of each statement's lines are still unmatched. Read-only.

GetPeriod returns one closed period by id. Read-only.

GetProfitAndLoss returns the income statement for a period: revenue and expense accounts with activity, totals, and net income. Read-only.

Count bank transactions per bookkeeping review tab (pending, posted, excluded) without fetching rows. Use to report how much review work is outstanding.

GetSchedule returns one schedule with its postings. Read-only.

One statement with its lines and their matches. Read-only.

GetTrialBalance returns every account's debit and credit totals for a period; total debits equal total credits when the books balance. Read-only.

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 e

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 wh

PreviewSchedule computes the straight-line per-period split for the given amount and period count without persisting anything. Read-only.

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 y

Reopen a closed accounting period: void its closing entry(ies) and lift the write lock so entries dated inside the window can be edited and the period re-closed. Audit-logged.

Record a bank account or card's opening balance: the money it already held before the transaction feed's history begins. Posts one journal entry against Opening Balance Equity, dat

Rank ledger transactions against a statement's unmatched lines. Amount must match exactly; date proximity and description then rank the candidates. Writes nothing — apply one with

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 da

Undo a confirmation: the mirror returns and both halves are re-derived.

Create or replace a double-entry journal entry (manual adjustment or per-transaction override). Lines must balance: total debits == total credits, 2-64 lines, positive decimal amou

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

SummarizeCampaignWindow summarises one charge against the campaigns in its billing window. Results are cached per company + account + window + charge, so repeated panel opens do no

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 au

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

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 ap

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.

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

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 a

GetBankingApplication returns the whole application: the business facts, the beneficial owners, the uploaded documents, what each value's source was, and the sections still outstan

Returns the suggested opening deposit for a banking application and the reason for that figure. Read-only: it moves no money and records nothing.

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

HydrateFromCapTable carries the company's carriable stakeholders onto an open application as beneficial owners. Idempotent: the stakeholder link identifies them, so running twice u

HydrateFromFormation is idempotent: it writes values and their provenance in one transaction and never overwrites something the applicant supplied.

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 e

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.

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 reas

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 tha

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 rec

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, issuin

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, whi

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 s

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 exp

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 matche

UpdateBankingApplication takes a FieldMask. Every path in the mask also writes USER provenance, so correcting a carried-over value re-attributes it.

UpsertBeneficialOwner adds or updates one beneficial owner. A request whose owner carries ssn_last4 is refused with INVALID_ARGUMENT and writes nothing: those four digits are recor

ClearCapTableStakeholders deletes every stakeholder of a company in a single DB-level operation. Used by the "replace cap table" import flow.

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 "c

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 I

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 st

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 —

DeleteCapTableAgreement removes an agreement.

DeleteCapTableRound permanently removes an unpriced SAFE round (open or light-closed) plus its round-scoped securities/agreements/snapshots. Priced / engine-closed rounds are rejec

DeleteCapTableSecurity removes one holding.

DeleteCapTableStakeholder removes one stakeholder from a cap table.

DownloadCapTableSafes presigns multiple SAFE agreement PDFs in one call.

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

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

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

GenerateCapTableSummaryPdf renders the cap-table summary to a branded PDF on the backend document engine (Gotenberg) and returns the bytes (#364 — moves PDF generation out of the b

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

GetCapTableAgreementPdfUrl returns a short-lived signed S3 URL for the rendered SAFE agreement PDF.

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 emplo

GetCapTableInvestorAccess lists every investor stakeholder with its current cap-table visibility level (read directly from the stakeholder row; a new investor defaults to NONE). Re

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 th

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 actuall

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 investo

GetCapTableSecurity returns one holding by id. Read-only.

GetCapTableStakeholder returns one stakeholder by id. Read-only.

GetCapTableSummary returns company-wide AGGREGATES on the fully-diluted roster: total shares, stakeholder count, founders' combined percentage, and ownership split by stakeholder t

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 purchas

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.

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

GetListCapTableStakeholders returns a company's stakeholder roster: identities only — name, type, email, title, address — and NO share counts or ownership percentages, which live o

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 suggest

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 investo

GetSafeImportConsent reports whether the company has granted current consent for an external AI to read imported SAFE contents.

GetTransactionSummary returns the committed / signed / wired capital totals for the Transactions page header. committed/signed come from the securities pipeline stage; wired comes

GetWiredTransactions returns the confirmed-wire ledger (wired + refunded investor rows) for the fundraising Transactions page. Read-only.

GrantSafeImportConsent records the company's consent at the current wording version. Required before an MCP-origin SaveCapTableImport.

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

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) cal

ListCapTableAuditEvents returns the append-only who/what/when audit log for a company's ownership-affecting cap-table mutations (B1). Read-only.

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 wh

ListCapTableSummarySnapshots returns the point-in-time cap-table summary versions captured on material edits (B4). Read-only.

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"

MatchCapTableStakeholder suggests the existing stakeholder a parsed SAFE's investor name maps to (fuzzy match). Read-only.

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"

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 r

RecordCapTableRefund records a refund into the money-movement ledger (refund, confirmed) and flips the security's pipeline_status to 'refunded'.

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 bank

ReopenCapTableRound flips a CLOSED round back to OPEN (status only).

SetCapTableAuthorizedShares updates the company's authorized share ceiling (charter amendment must have been obtained before calling this). Owner-only.

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

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 r

Computes what every stakeholder takes home at ONE hypothetical exit valuation, running the liquidation-preference waterfall and converting SAFEs as if the exit were the price round

UpdateCapTableAgreement applies a full update (status/progress/timestamps).

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

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 cal

UpdateCapTableSecurity applies a full update to a holding.

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; f

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

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 tw

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 h

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 i

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

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 retur

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.

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.

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, accepte

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-si

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_companie

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, i

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 re

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 rep

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 pro

Returns one billing client by id — the customer a company invoices — with contact and address details. Read-only.

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".

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

GetCompany retrieves a single company by ID or code

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.

GetListCompanyMembers lists all members of a company

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 ask

UpdateCompany patches mutable company fields in a single call: name, logo_url, aliases, and — for a company Lovie did not incorporate — its entity type, state, formation date, EIN

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 no

GetCounterparty retrieves a single counterparty by ID

GetListCounterparties retrieves a list of counterparties with filtering and pagination

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;

Resolve all fields bound to a datatable for a company (platform + company bindings).

List datatables (platform + a company's own).

Resolve the child datatables related to a parent (for the UI field picker).

List available legal document templates (YAML catalog).

Find the best template match for a natural-language document request. Returns the template slug and its field definitions to collect before DocumentService.CreateDocument.

Create a finished document for a company from a template slug and field values.

Create a finished document by filling a company user-uploaded template with collected field values. Does not modify the original upload.

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

Fetch one document's metadata and its related signed/unsigned set.

Fetch one user-uploaded template including Vision-detected fillable fields.

List a company's documents, filtered by type, source, category, or template.

List the caller's saved signatures for the selected company.

List company-scoped user-uploaded templates (Use your own template). Separate from Lovie's builtin catalog.

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

SetDefaultSavedSignature marks one of the caller's signatures as the default, unsetting any prior default (single default per user per company). Exposed because ListSavedSignatures

Rename a stored document by updating its title. Company-scoped: only the owning company's members may rename.

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 t

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

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 th

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

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

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 tha

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 c

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

Get a single field by ID or code

Get a single field option by ID or code

List field options with filtering and pagination

List fields with filtering and pagination

SuggestFieldOptions asks the LLM to propose dropdown option labels for a SELECT-typed field. Synchronous unary call.

List an entity's field values (detail/edit/admin flows only — N+1 over a grid).

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 procee

AddShareholder adds a shareholder or LLC member

AppendConversationEntry atomically appends one or more chat entries to the formation's conversation_history. Owner-scoped.

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

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.

CheckName checks company name availability in the selected state

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 enfor

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

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 ca

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.

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 S

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,

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

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 t

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 recom

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_mo

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

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_nam

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 t

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 h

ExtractSafeTermsOcr runs vision OCR on a SAFE PDF for a company (no formation required). Company-scoped: requires an active company.

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 cert

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

Returns one domain purchase's live status — use it to answer 'did my domain go through?' after checkout.

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.

GetEinFilingInfo returns the stored payload without the SSN/ITIN.