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Lovie Company Formation MCP

340 tools. 137 can modify or destroy data without limits.

27 destructive tools with no built-in limits. Policy required.

Last updated:

137 can modify or destroy data
203 read-only
340 tools total

Community server · catalogue entry checked 03/10/2026 · full schemas captured for 339 of 340 tools

How to control Lovie Company Formation MCP ↓

TOOL MAP

What Lovie Company Formation MCP exposes to your agents

Read (203) Write / Execute (110) Destructive / Financial (27)

Running more than one server? Check your whole stack →

CONTEXT-WINDOW COST

What Lovie Company Formation MCP costs in tokens

89,481 tokens of tool definitions, loaded on every request
45% of a 200k context window
6,510 heaviest tool: formation_update_formation

Full per-tool breakdown → Model it in the token calculator →

MOST DANGEROUS TOOLS
Critical Risk

The most dangerous Lovie Company Formation MCP tools

Financial · Critical accounting_confirm_transfer_pair Confirm that two journal entries are the two halves of one transfer. The entry named first is reposted from funding account to funding accou Financial · Critical accounting_suggest_transfer_pairs Rank the journal entries that could be the other half of a transfer between the company's own accounts: opposite direction, same amount, dif Financial · Critical accounting_unpair_transfer Undo a confirmation: the mirror returns and both halves are re-derived. Financial · Critical autonomous_pay Submit a signed payment mandate for autonomous execution. Runs the four-check pipeline and the per-agent autonomy fence; payments outside th

137 of Lovie Company Formation MCP's 340 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

POLICY

How to control Lovie Company Formation MCP

PolicyLayer is an MCP gateway — it sits between your AI agents and Lovie Company Formation MCP, and nothing reaches the server without passing your rules. These are the rules we recommend:

Block financial tools by default
{
  "accounting_confirm_transfer_pair": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Requires human approval."
      }
    ]
  }
}

Financial tools should be explicitly enabled per use case, not open by default.

Deny destructive operations
{
  "accounting_cancel_schedule": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations
{
  "accounting_batch_set_excluded": {
    "limits": [
      {
        "counter": "accounting_batch_set_excluded_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations
{
  "account_get_account": {
    "limits": [
      {
        "counter": "account_get_account_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register Lovie Company Formation MCP — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON LOVIE COMPANY FORMATION →

Instant setup, no code required.

FULL CATALOGUE

All 340 Lovie Company Formation MCP tools

FINANCIAL 11 tools
Financial accounting_confirm_transfer_pair Confirm that two journal entries are the two halves of one transfer. The entry named first is reposted from fu Financial accounting_suggest_transfer_pairs Rank the journal entries that could be the other half of a transfer between the company's own accounts: opposi Financial accounting_unpair_transfer Undo a confirmation: the mirror returns and both halves are re-derived. Financial autonomous_pay Submit a signed payment mandate for autonomous execution. Runs the four-check pipeline and the per-agent auton Financial banking_confirm_initial_transfer Records the opening deposit a founder chose for their banking application. This stores an intention only — it Financial cap_table_record_cap_table_refund RecordCapTableRefund records a refund into the money-movement ledger (refund, confirmed) and flips the securit Financial commit_transfer Execute a sealed draft. Moves money. Call ONLY after approval_session_get_approval_session_status returned APP Financial formation_create_domain_transfer_checkout Starts transferring a domain the company already owns elsewhere INTO Lovie: returns a Stripe Checkout URL cove Financial formation_start_domain_transfer Begins the paid transfer at the registrar using the EPP/auth code the user obtained from their current provide Financial mcp_draft_transfer Seal a transfer to a registered recipient as a server-held draft and get back a summary plus a single-use draf Financial request_transfer_approval Send the trusted-device approval for a sealed draft to the user's phone and return its approval_session_id. Te
DESTRUCTIVE 16 tools
Destructive accounting_cancel_schedule Cancel an accrual schedule so no further periodic entries are generated. Entries already posted for elapsed pe Destructive accounting_confirm_statement_match Record that a ledger transaction settles a bank-statement line, or clear an existing match by omitting the tra Destructive accounting_delete_journal_entry Delete or void a journal entry. For entries tied to a transaction prefer re-categorizing the transaction (the Destructive cap_table_clear_cap_table_stakeholders ClearCapTableStakeholders deletes every stakeholder of a company in a single DB-level operation. Used by the " Destructive cap_table_close_cap_table_round CloseCapTableRound PERMANENTLY closes the round: runs the calc engine, persists the SAFE conversions + ownersh Destructive cap_table_delete_cap_table_agreement DeleteCapTableAgreement removes an agreement. Destructive cap_table_delete_cap_table_round DeleteCapTableRound permanently removes an unpriced SAFE round (open or light-closed) plus its round-scoped se Destructive cap_table_delete_cap_table_security DeleteCapTableSecurity removes one holding. Destructive cap_table_delete_cap_table_stakeholder DeleteCapTableStakeholder removes one stakeholder from a cap table. Destructive cap_table_set_cap_table_pipeline_status Moves ONE investor's holding along the fundraising pipeline. Use this to change a stage — never UpdateCapTable Destructive documents_delete_saved_signature DeleteSavedSignature removes one of the caller's saved signatures. Exposed because ListSavedSignatures already Destructive formation_delete_pending_domain Removes an abandoned pending domain purchase attempt from the company's domain list. Only pending (never-compl Destructive formation_remove_shareholder Removes one owner from a formation and reports how many remain and what ownership now totals. The freed percen Destructive signature_void_envelope VoidSignatureEnvelope voids an envelope (owner-gated, ownership checked like SignAsCompany): writes a terminal Destructive trademark_delete_application DeleteApplication erases an application the applicant has abandoned, along with its classes, documents, and cl Destructive vendor_bill_cancel_vendor_bill Cancel an open vendor bill so it no longer counts as an open payable. Only OPEN bills can be cancelled; a bill
EXECUTE 15 tools
Execute accounting_propose_schedules Scan a company's recent posted transactions and suggest accrual schedules (e.g. amortize a large annual prepai Execute ads_insight_summarize_campaign_window SummarizeCampaignWindow summarises one charge against the campaigns in its billing window. Results are cached Execute banking_refresh_owner_verification Re-reads the identity-verification outcome for one beneficial owner on a banking application and records it. I Execute banking_start_banking_application StartBankingApplication opens a business account application for a company. A company may have only one undec Execute cap_table_record_cap_table_investment Records one holding end-to-end: resolves or creates the stakeholder, then creates the holding with all derived Execute cap_table_simulate_cap_table_exit Computes what every stakeholder takes home at ONE hypothetical exit valuation, running the liquidation-prefere Execute draft_payment Draft a payment for human review: returns a canonical, ready-to-sign Mandate (body JSON + JCS hash) and a plai Execute equity_onboarding_start Opens a company's proof-of-formation intake so its cap table can be set up. Idempotent: a company has at most Execute formation_run_election83b_reminders RunElection83bReminders runs the 83(b) reminder sweep (not-started nudges + deadline-relative sign/file remind Execute formation_start_formation THE entry point for a new company formation — runs anonymously, no sign-in required. Call this DIRECTLY whenev Execute kyc_start_kyc_inquiry StartKycInquiry creates a provider inquiry and returns the hosted flow URL. Idempotent within an open inquiry Execute signature_reconcile_document_state ReconcileDocumentSignatureState re-runs the document-hub write-back for every envelope that is not voided, so Execute signature_run_reminders RunSignatureReminders sweeps every Lovie Sign envelope that is still awaiting signature — SAFEs and plain docu Execute trademark_run_clearance RunClearance searches USPTO for conflicting marks across phonetic variants, screens the open web for unregiste Execute trademark_start_application StartApplication opens a draft application for a company.
WRITE 95 tools
Write accounting_batch_set_excluded Exclude up to 500 transactions from the books (set excluded=true) or put them back (excluded=false). Excluding Write accounting_close_period Close an accounting period: lock the window [start_date, end_date] and post a balanced closing entry that roll Write accounting_create_schedule Create an accrual schedule that spreads a total amount across N monthly periods as accrual-only adjusting entr Write accounting_preview_close PreviewClose computes the per-currency revenue/expense totals and the net income a close would roll, without w Write accounting_preview_schedule PreviewSchedule computes the straight-line per-period split for the given amount and period count without pers Write accounting_reopen_period Reopen a closed accounting period: void its closing entry(ies) and lift the write lock so entries dated inside Write accounting_set_opening_balance Record a bank account or card's opening balance: the money it already held before the transaction feed's histo Write accounting_upsert_journal_entry Create or replace a double-entry journal entry (manual adjustment or per-transaction override). Lines must bal Write approval_session_create_approval_session Opens a sensitive-action approval on the user's own trusted device: a push notification asks them to approve o Write banking_set_application_ein Files a company's employer identification number against a banking application. Nine digits, no separators. Th Write banking_set_owner_identity_document_number Files the number on a beneficial owner's passport or US driver's license against a banking application, for an Write banking_set_owner_tax_identifier Files one beneficial owner's Social Security Number or ITIN against a banking application. The whole number go Write banking_submit_banking_application SubmitBankingApplication freezes the application. It returns the blocking sections rather than a bare failure, Write banking_suggest_industry_code Suggest NAICS industry classification codes from a plain-language description of what a business does. Returns Write banking_update_banking_application UpdateBankingApplication takes a FieldMask. Every path in the mask also writes USER provenance, so correcting Write banking_upsert_beneficial_owner UpsertBeneficialOwner adds or updates one beneficial owner. A request whose owner carries ssn_last4 is refused Write cap_table_create_cap_table_agreement Records a non-SAFE agreement (option, RSU, RSA, FAST advisor agreement, board consent) against a company. With Write cap_table_create_cap_table_round Opens a new funding round on a company's cap table — the container investors and their agreements are attached Write cap_table_create_cap_table_stakeholder Adds a stakeholder IDENTITY ONLY (name, type, email, metadata). Does NOT create any holding/security and will Write cap_table_generate_cap_table_agreement_pdf Renders the PDF for one employee equity-grant agreement (option/rsu/rsa/fast) and stores it; returns the S3 ke Write cap_table_generate_cap_table_docs Generates the SAFE agreement PDF for every SAFE holding of the given stakeholders (all of them when none are g Write cap_table_generate_cap_table_summary_pdf GenerateCapTableSummaryPdf renders the cap-table summary to a branded PDF on the backend document engine (Gote Write cap_table_grant_safe_import_consent GrantSafeImportConsent records the company's consent at the current wording version. Required before an MCP-or Write cap_table_import_rsa Imports a signed Restricted Stock Purchase/Award Agreement (RSA) from an uploaded PDF and stores the document Write cap_table_import_safe Imports a SAFE from an uploaded SAFE PDF and stores the document in S3. USE THIS (not RecordCapTableInvestment Write cap_table_preview_close_cap_table_round PreviewCloseCapTableRound runs the SAME engine as CloseCapTableRound but does NOT persist or close anything — Write cap_table_set_cap_table_authorized_shares SetCapTableAuthorizedShares updates the company's authorized share ceiling (charter amendment must have been o Write cap_table_update_cap_table_agreement UpdateCapTableAgreement applies a full update (status/progress/timestamps). Write cap_table_update_cap_table_agreement_status Moves a cap-table agreement to a new status (for example completed once signing finishes, or void to retire an Write cap_table_update_cap_table_round Changes a funding round's own terms — name, target, valuation, dates. Writes. It does not move a round between Write cap_table_update_cap_table_security UpdateCapTableSecurity applies a full update to a holding. Write cap_table_update_cap_table_stakeholder Edits an EXISTING stakeholder's identity (name, type, email, metadata) by id. FULL REPLACE; type is effectivel Write cap_table_update_my_stakeholder_name UpdateMyStakeholderName lets an investor correct the name the company holds for them — a misspelled name on a Write captable_send_safe_for_signature CreateSafeEnvelope opens a two-party SAFE signing envelope from cap-table-supplied data (the caller fetched it Write card_create_card Issues a new virtual card at the card issuer, funded by a specific bank account. account_id is REQUIRED: set i Write card_update_card_spend_limit Replace a card's spend limit at the issuer. amount_cents is in CENTS, not dollars — a $500 limit is 50000 — an Write company_update_company UpdateCompany patches mutable company fields in a single call: name, logo_url, aliases, and — for a company Lo Write document_template_resolve_template Find the best template match for a natural-language document request. Returns the template slug and its field Write documents_create_document Create a finished document for a company from a template slug and field values. Write documents_create_from_user_template Create a finished document by filling a company user-uploaded template with collected field values. Does not m Write documents_resolve_template_prefill Resolve a template's company auto-fill values before collecting anything from the founder: returns the field v Write documents_set_default_saved_signature SetDefaultSavedSignature marks one of the caller's signatures as the default, unsetting any prior default (sin Write documents_update_document Rename a stored document by updating its title. Company-scoped: only the owning company's members may rename. Write equity_onboarding_submit Finishes the intake and records the company's proof of formation. A refusal is a normal answer, not a failure: Write equity_onboarding_update Records the company facts the intake asks for: legal name, entity type, the state (or, for a non-US company, t Write formation_add_shareholder AddShareholder adds a shareholder or LLC member Write formation_approve_certificate Records the user's approval of the reviewed formation details (the certificate checkpoint). This only records Write formation_confirm_cohort_deal_terms Record that the founder confirms the starter investment terms their accelerator offered, as shown on their for Write formation_create_domain_checkout Starts a PAID domain purchase for the company: quotes the live registrar price plus Lovie's margin and returns Write formation_create_formation CreateFormation creates a formation with full data (MCP/bulk use case). A request whose shareholders carry ssn Write formation_generate_certificate Prepares the Certificate of Formation/Incorporation as a review checkpoint before filing. This is a confirmati Write formation_save_cap_table_import SaveCapTableImport replaces the formation's shareholders with the imported, founder-edited list. A request who Write formation_send_formation_email SendFormationEmail dispatches a formation lifecycle email via SendGrid. Write formation_set_banking_intent Records whether the founder wants a business bank account opened once their EIN arrives, plus a card preferenc Write formation_set_company_address Sets the company's business address. Always present the user with BOTH options: pass source = ADDRESS_SOURCE_O Write formation_set_company_name Sets the company name and returns its parts: base_name, entity_ending, and the derived full_name (base + endin Write formation_set_company_setup_details Records a formation's alternate name, business purpose, company stage and Delaware filing speed. Any field lef Write formation_set_company_type Sets the formation's entity type. Valid values are ENTITY_TYPE_LLC, ENTITY_TYPE_C_CORP, and ENTITY_TYPE_S_CORP Write formation_set_domain_dns_records Adds DNS records (A, AAAA, CNAME, CAA, MX, TXT, NS) to a domain the company purchased through Lovie and applie Write formation_set_election83b SetElection83b persists the 83(b) election snapshot on the formation. Owner-scoped; called after PDF generatio Write formation_set_entity_ending Sets the company's legal entity ending — the suffix that appears in the full legal name (e.g. "Inc.", "Corpora Write formation_set_founder_profile Records who the founder is — their name, contact details and where they are based — on a formation. A Social S Write formation_set_registered_agent Sets the registered agent for the formation. Pass use_default = true to use Lovie's included registered agent Write formation_set_selected_domain Sets the founder's chosen domain on the formation. Pass an empty string to clear the selection. Domain registr Write formation_set_share_structure Sets the C-Corp share structure and returns the resulting total authorized capital. Pass use_default = true fo Write formation_set_shareholder_tax_identifier Files one shareholder's Social Security Number or ITIN against a formation. The whole number goes to the secre Write formation_set_signatory SetAuthorizedParty sets the authorized signatory for formation documents Write formation_set_state Sets the formation's state of formation. Every US state and DC is supported — pass the two-letter code (e.g. " Write formation_set_team_equity Sets the founding team's ownership split and vesting. Ownership must total exactly 100%. Existing people are m Write formation_submit_ein_filing_info Collects and saves EIN (SS-4) filing information after the company is filed with the state. First ask whether Write formation_update_formation UpdateFormation applies a FieldMask-scoped patch to a formation. The caller supplies update_mask.paths to sele Write formation_update_shareholder Corrects one owner on a formation — their name, contact details, ownership percentage, role or address. Once t Write itin_create_itin_checkout Starts an ITIN purchase: creates the application and returns a Stripe Checkout URL. Give the URL to the user — Write itin_create_itin_document_upload_link Mints the secure, upload-only browser page for the user's identity documents (a passport photo page is enough) Write itin_mark_itin_documents_mailed Records that the user mailed their signed W-7 package; include the courier tracking number so the team can wat Write itin_save_itin_intake_draft Persists partial W-7 intake answers while collecting them conversationally, so nothing is lost between session Write itin_submit_itin_for_review Hands the case to the provider's review team once identity documents are on file. A legible passport that matc Write itin_submit_itin_intake Submits the confirmed W-7 intake and pushes the application to the processing partner. Only call after showing Write signature_create_envelope Open a multi-signer signature envelope over an existing company document. Name the document with source_compan Write signature_resend_signer_invite ResendSignerInvite rotates a signer's token and re-emails the signing link to the persisted signer email. Foun Write trademark_attach_document AttachDocument records an uploaded file against the application. Write trademark_firm_update_handoff_status UpdateHandoffStatus advances the handoff through the firm's workflow. Write trademark_generate_package GeneratePackage renders the handoff dossier for the reviewing attorney. Write trademark_set_classes SetClasses replaces the claimed Nice classes. Write trademark_set_competitors SetCompetitors records the competitors the applicant named. Write trademark_set_goods_services SetGoodsServices records the confirmed identification per class. Write trademark_set_mark SetMark records the mark itself and what the applicant sells. Write trademark_set_owner SetOwner records the owner of record for the application. Write trademark_set_use_dates SetUseDates records first-use dates and the filing basis per class. Write trademark_submit_to_firm SubmitToFirm delivers the package to a partner firm. Write transaction_apply_categorization_rule Apply an existing categorization rule to the company's transaction history, booking every match to the rule's Write transaction_batch_categorize_transactions Set the same category on up to 500 transactions in one call by taxonomy option code (e.g. "ai-products", "meal Write transaction_categorize_transaction Set a transaction's category by taxonomy option code (e.g. "ai-products", "meals", "cloud-hosting"). Applies t Write vendor_bill_create_vendor_bill Records a bill the company owes a vendor. Writes, and records only — it does not pay anything or move money. M Write vendor_bill_mark_vendor_bill_paid Records that a vendor bill has been paid. Writes. It settles the bookkeeping and does not send a payment: the
READ 203 tools
Read account_get_account GetAccount retrieves a single account by ID with its details Read account_get_list_account_details GetListAccountDetails retrieves account details in batch (eliminates N+1 GetAccount calls) Read accounting_batch_accept_review_items Confirm the categories the posting engine chose for up to 500 transactions, moving them from the pending tab t Read accounting_get_balance_sheet GetBalanceSheet returns assets, liabilities, and equity balances as of a date; equity includes net income to d Read accounting_get_chart_of_accounts GetChartOfAccounts returns the company's chart of accounts (flat list with parent links; build the tree client Read accounting_get_funding_summaries Per bank account and card, the balance the books show and how many posted entries came through it. Compare wit Read accounting_get_general_ledger GetGeneralLedger pages through one account's posted lines with opening, running, and closing balances — the ac Read accounting_get_gl_account_type_catalog GetGLAccountTypeCatalog returns every account type with the detail types it admits and the classification it i Read accounting_get_journal_entry_by_transaction GetJournalEntryByTransaction returns the journal entry derived for one transaction (empty when none exists yet Read accounting_get_list_journal_entries GetListJournalEntries pages through the journal register with filters — the review queue is filter{needs_revie Read accounting_get_list_periods GetListPeriods pages through a company's periods, newest first. Read-only. Read accounting_get_list_review_items List bank transactions awaiting bookkeeping review. Tabs: PENDING (the posting engine picked a category, or no Read accounting_get_list_schedules GetListSchedules pages through a company's schedules. Read-only. Read accounting_get_list_statements List the bank statements imported for reconciliation, newest period first, with how many of each statement's l Read accounting_get_period GetPeriod returns one closed period by id. Read-only. Read accounting_get_profit_and_loss GetProfitAndLoss returns the income statement for a period: revenue and expense accounts with activity, totals Read accounting_get_review_counts Count bank transactions per bookkeeping review tab (pending, posted, excluded) without fetching rows. Use to r Read accounting_get_schedule GetSchedule returns one schedule with its postings. Read-only. Read accounting_get_statement One statement with its lines and their matches. Read-only. Read accounting_get_trial_balance GetTrialBalance returns every account's debit and credit totals for a period; total debits equal total credits Read accounting_list_accounting_audit_events ListAccountingAuditEvents pages through the append-only accounting audit log — who changed what and when acros Read accounting_suggest_statement_matches Rank ledger transactions against a statement's unmatched lines. Amount must match exactly; date proximity and Read ads_insight_summarize_ad_spend SummarizeAdSpend unions the four ad platforms' daily campaign tables at read time into per-(provider, month, c Read approval_session_get_approval_session_status Read the status of a trusted-device approval session: PENDING, APPROVED, REJECTED or EXPIRED. For a transfer, Read banking_confirm_extracted_value ConfirmExtractedValue records that a human checked a read value. Without it a low-confidence extraction holds Read banking_extract_document_fields Reads an uploaded document on a banking application — a Certificate of Incorporation or an IRS EIN letter — an Read banking_get_banking_application GetBankingApplication returns the whole application: the business facts, the beneficial owners, the uploaded d Read banking_get_initial_transfer_preview Returns the suggested opening deposit for a banking application and the reason for that figure. Read-only: it Read banking_get_issuance_state GetIssuanceState reports where this application's deposit account stands: whether it is queued, being opened, Read banking_hydrate_from_cap_table HydrateFromCapTable carries the company's carriable stakeholders onto an open application as beneficial owners Read banking_hydrate_from_formation HydrateFromFormation is idempotent: it writes values and their provenance in one transaction and never overwri Read banking_preview_cap_table_hydration PreviewCapTableHydration says which of the company's cap-table stakeholders could be carried over as beneficia Read banking_preview_formation_hydration PreviewFormationHydration says what a formation would carry over, without writing. Read-only so the entry pick Read banking_refresh_application_provider_status RefreshApplicationProviderStatus re-reads the provider's verification verdict for a submitted application and Read cap_table_download_cap_table_safes DownloadCapTableSafes presigns multiple SAFE agreement PDFs in one call. Read cap_table_extract_wire_payment_proof Runs vision OCR on an already-uploaded wire payment proof (wire confirmation, bank statement, or transfer rece Read cap_table_get_cap_table_agreement Returns one equity agreement by id — a SAFE, a stock purchase agreement or a grant — with its terms and the tw Read cap_table_get_cap_table_agreement_pdf_url GetCapTableAgreementPdfUrl returns a short-lived signed S3 URL for the rendered SAFE agreement PDF. Read cap_table_get_cap_table_equity_plans Returns a company's equity holdings grouped the way a founder thinks about them: founders, advisors, employees Read cap_table_get_cap_table_investor_access GetCapTableInvestorAccess lists every investor stakeholder with its current cap-table visibility level (read d Read cap_table_get_cap_table_overview Says which view of a company's cap table is the current one: the live roster, or the post-conversion table pro Read cap_table_get_cap_table_round Returns one funding round by id: its name, type, target, pre-money valuation, status and close date. Read-only Read cap_table_get_cap_table_round_summaries Returns, for every funding round that has investors attached, how much capital sits at each stage of the pipel Read cap_table_get_cap_table_security GetCapTableSecurity returns one holding by id. Read-only. Read cap_table_get_cap_table_stakeholder GetCapTableStakeholder returns one stakeholder by id. Read-only. Read cap_table_get_cap_table_summary GetCapTableSummary returns company-wide AGGREGATES on the fully-diluted roster: total shares, stakeholder coun Read cap_table_get_list_cap_table_agreements Lists a company's equity agreements, newest first, each enriched with the stakeholder it belongs to. Read-only Read cap_table_get_list_cap_table_rounds Lists a company's funding rounds with their terms and status. Read-only. Use this to answer "what rounds have Read cap_table_get_list_cap_table_securities GetListCapTableSecurities lists a company's holdings — the ONLY source of per-holder share counts, share class Read cap_table_get_list_cap_table_stakeholders GetListCapTableStakeholders returns a company's stakeholder roster: identities only — name, type, email, title Read cap_table_get_list_cap_table_wire_match_suggestions Lists proposed matches between incoming bank transfers and the investors expected to have sent them, each with Read cap_table_get_my_investor_companies GetMyInvestorCompanies returns the companies where the caller is a linked investor stakeholder (not a member), Read cap_table_get_safe_import_consent GetSafeImportConsent reports whether the company has granted current consent for an external AI to read import Read cap_table_get_transaction_summary GetTransactionSummary returns the committed / signed / wired capital totals for the Transactions page header. Read cap_table_get_wired_transactions GetWiredTransactions returns the confirmed-wire ledger (wired + refunded investor rows) for the fundraising Tr Read cap_table_list_cap_table_audit_events ListCapTableAuditEvents returns the append-only who/what/when audit log for a company's ownership-affecting ca Read cap_table_list_cap_table_snapshots_for_round Returns the ownership table as it stood when a round closed — one row per stakeholder, with shares and percent Read cap_table_list_cap_table_summary_snapshots ListCapTableSummarySnapshots returns the point-in-time cap-table summary versions captured on material edits ( Read cap_table_list_cumulative_cap_table_snapshots_for_stakeholder Returns one stakeholder's position at every round close, oldest first — the dilution story for a single person Read cap_table_match_cap_table_stakeholder MatchCapTableStakeholder suggests the existing stakeholder a parsed SAFE's investor name maps to (fuzzy match) Read cap_table_record_cap_table_wire Records an investor wire into the money-movement ledger and flips the security's pipeline_status to 'wired'. A Read cap_table_reopen_cap_table_round ReopenCapTableRound flips a CLOSED round back to OPEN (status only). Read cap_table_simulate_cap_table_dilution SimulateCapTableDilution runs the SAME engine as CloseCapTableRound against the company's current stakeholders Read captable_hydrate_formation_carry Carries the owners named during a company's formation onto its cap table as founders holding common stock. Ins Read captable_preview_formation_carry Reports which owners a company's formation would carry onto its cap table, and what the cap table still needs Read card_freeze_card Suspend a card at the issuer so it declines new charges. The card is not closed and no money moves; UnfreezeCa Read card_get_card Returns one card by id: its label, type, state, limits and the last four digits of its number. Read-only. The Read card_get_card_spend Returns how much has been spent on a card over a period, against its limit. Read-only. Use this to answer "how Read card_get_dispute Reads one card dispute by its id, refreshing its status from the card issuer first. Returns the dispute's card Read card_get_list_card_disputes Lists card disputes. Set filter.card_id to see the disputes filed on one card, or filter.company_id to see eve Read card_get_list_cards Lists the cards the caller holds in one company: label, last four digits, network, state, spend limit and expi Read card_get_list_org_cards List the active cards of every member of the given company, as a narrow projection. Membership of the AUTHENTI Read card_unfreeze_card Restore a frozen card at the issuer so it accepts charges again. Safe to repeat: a card that is already active Read check_company_name_availability Checks whether a proposed company or brand name is available as a US trademark and as a domain across common T Read client_get_client Returns one billing client by id — the customer a company invoices — with contact and address details. Read-on Read client_get_list_clients Lists the customers a company invoices. Read-only and paginated. Use this to find a client id before creating Read company_get_company GetCompany retrieves a single company by ID or code Read company_get_list_companies Lists the companies the signed-in user is a member of, with optional filters (ids, status, companies that have Read company_get_list_company_members GetListCompanyMembers lists all members of a company Read company_get_my_companies Lists the companies the SIGNED-IN user already belongs to, each with their role, plus that account itself in s Read connection_suggest_connections SuggestConnections reports providers the company is evidently already paying for, judged from its own transact Read counterparty_get_counterparty GetCounterparty retrieves a single counterparty by ID Read counterparty_get_list_counterparties GetListCounterparties retrieves a list of counterparties with filtering and pagination Read counterparty_get_list_global_counterparties GetListGlobalCounterparties performs a read-only batch lookup against the platform-wide canonical vendor regis Read datatable_get_datatable_fields Resolve all fields bound to a datatable for a company (platform + company bindings). Read datatable_get_list_datatables List datatables (platform + a company's own). Read datatable_get_related_datatables Resolve the child datatables related to a parent (for the UI field picker). Read document_template_list_templates List available legal document templates (YAML catalog). Read documents_get_document Fetch one document's metadata and its related signed/unsigned set. Read documents_get_user_template Fetch one user-uploaded template including Vision-detected fillable fields. Read documents_list_documents List a company's documents, filtered by type, source, category, or template. Read documents_list_saved_signatures List the caller's saved signatures for the selected company. Read documents_list_user_templates List company-scoped user-uploaded templates (Use your own template). Separate from Lovie's builtin catalog. Read draft_agent_account Draft a proposed agent-account setup for human review: a suggested spend envelope (per-payment / daily caps), Read equity_onboarding_get Returns a company's proof-of-formation intake: the facts on file, which sections are still outstanding and why Read equity_onboarding_hydrate_formation_carry Carries a company's Lovie formation into its intake: the facts, the registered agent, and the stamped certific Read equity_onboarding_preview_formation_carry Says what a company's Lovie formation would carry into the intake, without writing anything. Read-only. When t Read field_get_field Get a single field by ID or code Read field_get_field_option Get a single field option by ID or code Read field_get_list_field_options List field options with filtering and pagination Read field_get_list_fields List fields with filtering and pagination Read field_suggest_field_options SuggestFieldOptions asks the LLM to propose dropdown option labels for a SELECT-typed field. Synchronous unary Read field_value_get_list_entity_field_values List an entity's field values (detail/edit/admin flows only — N+1 over a grid). Read formation_acknowledge_warnings Acknowledges entity-type warnings raised when the user chooses an entity type against the recommendation (e.g. Read formation_append_conversation_entry AppendConversationEntry atomically appends one or more chat entries to the formation's conversation_history. O Read formation_check_domain_availability Checks whether a specific fully-qualified domain (e.g. "acme.com") is available to register. Informational onl Read formation_check_name CheckName checks company name availability in the selected state Read formation_claim_demo_formations ClaimDemoFormations reassigns formations created during a demo session (under a hardcoded demo user) to a newl Read formation_confirm_naics_code Records the NAICS industry classification a founder has chosen for their formation. Call formation_suggest_nai Read formation_confirm_payment Verifies with Stripe that payment actually completed and, on success, advances the formation to filing. Usuall Read formation_describe_business Analyzes a business description and recommends the best entity type (LLC or C-Corp) with a confidence score. C Read formation_extract_cap_table Runs vision OCR on an uploaded cap table file and returns the extracted rows without persisting them. Each row Read formation_extract_cap_table_ocr Runs vision OCR on an uploaded cap table for the active company and returns the extracted rows without persist Read formation_extract_fast_terms_ocr Runs vision OCR on an already-uploaded FAST (Founder / Advisor Standard Template) advisor agreement PDF for th Read formation_extract_rsa_terms_ocr Runs vision OCR on an already-uploaded signed Restricted Stock Purchase/Award Agreement (RSA) PDF for the acti Read formation_extract_safe_terms Reads a SAFE PDF and returns its terms WITHOUT saving anything. Always call this before ImportSAFE and show th Read formation_extract_safe_terms_ocr ExtractSafeTermsOcr runs vision OCR on a SAFE PDF for a company (no formation required). Company-scoped: requi Read formation_get_domain_auth_code Reveals the domain's transfer authorization (EPP) code and lifts the transfer lock — the customer's exit door, Read formation_get_domain_order Returns one domain purchase's live status — use it to answer 'did my domain go through?' after checkout. Read formation_get_domain_transfer_status Reports a transfer-in's live progress at the registrar (waiting on the losing registrar, completed, failed). P Read formation_get_ein_filing_info GetEinFilingInfo returns the stored payload without the SSN/ITIN. Read formation_get_filing_fee GetFilingFee returns the state formation filing fee (table amount, formatted string, and Stripe Price id when Read formation_get_formation Returns the full formation record for a formation_id: company name, entity type, state, business address, regi Read formation_get_formation_document_download_url Returns a short-lived signed URL for one of a formation's documents. Reviewer role only. The URL is a read cre Read formation_get_formation_info GetFormationInfo returns educational content topics or content for a specific topic Read formation_get_formation_purchase_quote GetFormationPurchaseQuote returns the CorpTools filing product, methods, parsed form schema, prefilled values, Read formation_get_formation_quote Returns what forming a company in a given state costs: each Lovie line item, the state's filing fee, and the t Read formation_get_formation_timeline Returns a formation's progress timeline: each milestone (filing, company formed, tax identifier, banking, and Read formation_get_formation_upload_url GetFormationUploadURL returns a presigned PUT URL for a cap table or SAFE document Read formation_get_list_formations Lists the SIGNED-IN user's company formations (name, entity type, state, status, progress). Requires authentic Read formation_get_list_incorporation_documents Returns a company's incorporation documents — certificate of incorporation, bylaws, incorporator action, board Read formation_get_ocr_upload_url Returns a presigned S3 PUT URL for uploading a company document (kind=SAFE for a SAFE PDF, kind=RSA for a sign Read formation_get_payment_link Generates ONE Stripe Checkout URL covering the whole purchase in a single one-time payment: the Lovie formatio Read formation_list_company_domains Lists the company's domains with status (pending, purchased, transfer in progress, expired) and expiry dates. Read formation_lookup_domain_dns_records Resolves the DNS records a company's domain currently answers with (A, AAAA, MX, TXT, NS, CNAME), as the publi Read formation_purchase_formation PurchaseFormation places the CorpTools formation filing order: it claims the order atomically, adds the filing Read formation_purchase_registered_agent PurchaseRegisteredAgent triggers a CorpTools registered-agent purchase. Read formation_record_election83b_filing RecordElection83bFiling records that the signed election was submitted to the IRS (postmark or online), with o Read formation_record_entity_guidance_quiz Records the founder's answers to the three entity-choice questions — whether they expect to raise from investo Read formation_suggest_naics_codes Ranks candidate 2022 NAICS industry codes for a formation from its business description. Returns SUGGESTIONS O Read formation_sweep_formation_order_status SweepFormationOrderStatus polls CorpTools for the status of in-flight formation orders and updates each format Read insight_get_insight Get a single insight by id. Read insight_get_savings_summary Summarize savings for a company: identified (OPEN impact), estimated (marked-done projections), and realized ( Read invoice_get_invoice Returns one invoice by id with its line items, client, totals, due date and payment state. Read-only. Use this Read invoice_get_invoice_pdf_url GetInvoicePdfUrl returns a short-lived signed S3 URL for the rendered PDF. Read invoice_get_list_invoices Lists a company's invoices, newest first, with client, amount, due date and status. Read-only and paginated. F Read invoice_settings_get_invoice_settings Returns a company's invoicing defaults: numbering, payment terms, currency, tax rate and the branding that app Read itin_check_itin_eligibility Checks whether the user is likely eligible for an ITIN (guidance, not an IRS ruling). Someone with — or eligib Read itin_get_itin_application Returns one ITIN application merged with the provider pipeline: who acts next, the identity-call booking link Read itin_get_itin_mailing_instructions Returns where to mail the wet-signed W-7 package, the envelope checklist, and the case reference. Share when t Read itin_get_itin_quote Returns Lovie's price and timeline for a U.S. ITIN application (IRS Form W-7) — the tax id for founders withou Read itin_list_itin_applications Lists the company's ITIN applications with status. Call this FIRST when the user asks about an ITIN — never as Read itin_list_itin_documents Lists the uploaded identity documents with review status and OCR feedback (blurry, expired, name mismatch). Re Read itin_poll_itin_checkout Re-checks a pending ITIN payment against Stripe and settles it if paid. Use after the user says they completed Read kyc_get_kyc_status GetKycStatus aggregates the user's inquiries into a single app-level KYC status. Safe to expose to agents. Read list_accounts List the company's bank accounts with current balances. Read-only. Read list_agents List the company's registered payment agents (assistants) with their autonomy envelopes (caps, allowed rails, Read list_send_recipients ListRecipients returns a company's registered destinations, optionally narrowed to one counterparty. One count Read meta_ads_metrics_get_meta_ads_campaign_window GetMetaAdsCampaignWindow aggregates each campaign over an arbitrary date range — the shape a charge is reconci Read notification_get_list_notifications GetListNotifications lists notifications for the caller with filtering and pagination Read notification_get_notification GetNotification returns a single notification owned by the caller Read payment_get_list_payments Lists payments a company has received, newest first, each with the invoice it was applied to. Read-only and pa Read payment_get_payment Returns one payment received against an invoice, by id: amount, date, method and the invoice it was applied to Read read_agent_spend Read an agent's settled spend broken down by counterparty and rail over an optional time window. Read read_insights List the company's cost-intelligence insights (savings opportunities, spend anomalies) with status/type filter Read read_transactions List the company's transactions with filtering, sorting, and pagination. Read-only. Read saved_view_get_default_saved_view GetDefaultSavedView returns the calling user's pinned default view for a datatable (empty when none is pinned) Read saved_view_get_list_saved_views GetListSavedViews lists saved views with filtering and pagination Read saved_view_get_saved_view GetSavedView retrieves a single saved view by ID Read shopify_orders_get_shopify_payout_orders GetShopifyPayoutOrders lists the orders that make up a single payout, with the payout's authoritative gross/fe Read signature_get_consent_document GetConsentDocument returns the currently effective ESIGN consent version (or a specific historical version whe Read signature_get_list_signature_envelopes Lists a company's signature envelopes with their status and signer progress. Read-only and paginated. Use this Read signature_get_signature_envelope Returns one signature envelope by id: the documents in it, every signer, and who has signed so far. Read-only. Read signature_signing_status GetEnvelopeSigners lists an envelope's signers and their signing progress. Read subscription_get_list_subscriptions List a company's detected recurring subscriptions — normalized vendor, monthly cost in cents, billing cadence, Read tik_tok_ads_metrics_get_tik_tok_ads_campaign_window GetTikTokAdsCampaignWindow aggregates each campaign over an arbitrary date range — the shape a charge is recon Read trademark_draft_goods_services DraftGoodsServices drafts an identification for each claimed class in USPTO ID Manual register. Output is a dr Read trademark_firm_acknowledge_handoff AcknowledgeHandoff records that the firm has taken the matter, optionally with the firm's own docket reference Read trademark_firm_get_handoff_package GetHandoffPackage returns the intake, the clearance record, and a short-lived presigned URL for the dossier PD Read trademark_firm_list_pending_handoffs ListPendingHandoffs returns the packages awaiting this firm's attention. Read trademark_firm_request_additional_info RequestAdditionalInfo asks the applicant for something missing, and notifies them. Read trademark_get_application GetApplication returns one application with its classes and documents. Read trademark_get_clearance_report GetClearanceReport returns a stored clearance snapshot. Read trademark_get_list_applications GetListApplications lists a company's applications. Read trademark_get_upload_url GetUploadURL returns a presigned S3 PUT URL for a specimen or logo. The URL is minted on demand and never pers Read trademark_recommend_classes RecommendClasses decides which classes the applicant should claim and says why, citing what comparable busines Read trademark_study_competitors StudyCompetitors reads those competitors' trademark prosecutions and reports what they had to change to regist Read trademark_suggest_classes SuggestClasses proposes Nice classes by keyword-matching the business description. It is the offline fallback Read transaction_batch_categorize_transactions_by_account Book up to 500 transactions to the same chart-of-accounts account in one call, by full account path (e.g. "exp Read transaction_categorize_transaction_by_account Book a transaction to a chart-of-accounts account by its full path (e.g. "expenses/software-and-subscriptions" Read transaction_document_get_list_transaction_documents List transaction documents with filtering and pagination Read transaction_get_categorization_rule Read one transaction categorization rule by id: which merchants, amounts or directions it matches, the chart-o Read transaction_get_list_categorization_rules List a company's transaction categorization rules in the order they are evaluated (lowest priority number firs Read transaction_get_summary Aggregate transactions into P&L groups (income/expenses) by a given dimension Read transaction_get_transaction Get a single transaction by ID or reference number Read transaction_preview_categorization_rule Count how many existing transactions a categorization rule would match, without writing anything. Use this to Read transaction_suggest_transaction_category Recommend a bookkeeping category for a transaction using the platform classifier agent. Returns ranked taxonom Read user_get_user GetUser returns a single user by internal id or Clerk id Read vendor_bill_get_list_vendor_bills Lists the bills a company owes, newest first, with vendor, amount, due date and paid state. Read-only and pagi Read vendor_bill_get_vendor_bill Returns one bill the company owes a vendor, by id: amount, vendor, due date and whether it has been paid. Read Read x_ads_metrics_get_x_ads_campaign_window GetXAdsCampaignWindow aggregates each campaign over an arbitrary date range — the shape a charge is reconciled
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FAQ

Questions about Lovie Company Formation MCP

Can an AI agent move money through the Lovie Company Formation MCP server? +

Yes. The Lovie Company Formation MCP server exposes 11 financial tools including accounting_confirm_transfer_pair, accounting_suggest_transfer_pairs, accounting_unpair_transfer. Without a policy, an autonomous agent can call these with no spend caps, no rate limits, and no approval flow. PolicyLayer lets you block financial tools by default, require human approval, or set per-tool rate limits — enforced on every call.

Can an AI agent delete data through the Lovie Company Formation MCP server? +

Yes. The Lovie Company Formation MCP server exposes 16 destructive tools including accounting_cancel_schedule, accounting_confirm_statement_match, accounting_delete_journal_entry. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through Lovie Company Formation MCP? +

The Lovie Company Formation MCP server has 95 write tools including accounting_batch_set_excluded, accounting_close_period, accounting_create_schedule. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Lovie Company Formation MCP.

How many tools does the Lovie Company Formation MCP server expose? +

340 tools across 5 categories: Destructive, Execute, Financial, Read, Write. 203 are read-only. 137 can modify, create, or delete data.

How do I enforce a policy on Lovie Company Formation MCP? +

Register the Lovie Company Formation MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

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340 Lovie Company Formation MCP tools catalogued and risk-classified — across an index of 46,500+ MCP servers.

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