# Lovie Company Formation MCP MCP server

Agent View of the PolicyLayer registry record for Lovie Company Formation MCP: identity, probed posture, risk grade, and all 340 tools classified. HTML page: https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx

## Facts

- Server id: `lovie`
- Install: `npx -y lovie`
- Homepage: https://github.com/lovieco/lovie-company-formation-mcp-npx
- Registry record: grade F, identity unverified
- Lifecycle: active
- Auth posture: open
- Rate-limited: no
- Tools: 340 (339 with introspected schema)
- Tool categories present: Destructive, Execute, Financial, Read, Write
- Context-window cost: 89481 tokens per request — https://policylayer.com/token-cost/lovieco-lovie-company-formation-mcp-npx
- Tags: lovieco lovie company formation mcp npx, payments, admin, automation
- Record last modified: 2026-10-04T11:46:24.557Z

## Tools (340)

| Tool | Category | Risk | Record |
| --- | --- | --- | --- |
| `accounting_cancel_schedule` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-cancel-schedule.md |
| `accounting_confirm_statement_match` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-confirm-statement-match.md |
| `accounting_delete_journal_entry` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-delete-journal-entry.md |
| `cap_table_clear_cap_table_stakeholders` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-clear-cap-table-stakeholders.md |
| `cap_table_close_cap_table_round` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-close-cap-table-round.md |
| `cap_table_delete_cap_table_agreement` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-delete-cap-table-agreement.md |
| `cap_table_delete_cap_table_round` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-delete-cap-table-round.md |
| `cap_table_delete_cap_table_security` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-delete-cap-table-security.md |
| `cap_table_delete_cap_table_stakeholder` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-delete-cap-table-stakeholder.md |
| `cap_table_set_cap_table_pipeline_status` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-set-cap-table-pipeline-status.md |
| `documents_delete_saved_signature` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-delete-saved-signature.md |
| `formation_delete_pending_domain` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-delete-pending-domain.md |
| `formation_remove_shareholder` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-remove-shareholder.md |
| `signature_void_envelope` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/signature-void-envelope.md |
| `trademark_delete_application` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-delete-application.md |
| `vendor_bill_cancel_vendor_bill` | Destructive | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/vendor-bill-cancel-vendor-bill.md |
| `accounting_propose_schedules` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-propose-schedules.md |
| `ads_insight_summarize_campaign_window` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/ads-insight-summarize-campaign-window.md |
| `banking_refresh_owner_verification` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-refresh-owner-verification.md |
| `banking_start_banking_application` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-start-banking-application.md |
| `cap_table_record_cap_table_investment` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-record-cap-table-investment.md |
| `cap_table_simulate_cap_table_exit` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-simulate-cap-table-exit.md |
| `draft_payment` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/draft-payment.md |
| `equity_onboarding_start` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/equity-onboarding-start.md |
| `formation_run_election83b_reminders` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-run-election83b-reminders.md |
| `formation_start_formation` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-start-formation.md |
| `kyc_start_kyc_inquiry` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/kyc-start-kyc-inquiry.md |
| `signature_reconcile_document_state` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/signature-reconcile-document-state.md |
| `signature_run_reminders` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/signature-run-reminders.md |
| `trademark_run_clearance` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-run-clearance.md |
| `trademark_start_application` | Execute | High | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-start-application.md |
| `accounting_confirm_transfer_pair` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-confirm-transfer-pair.md |
| `accounting_suggest_transfer_pairs` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-suggest-transfer-pairs.md |
| `accounting_unpair_transfer` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-unpair-transfer.md |
| `autonomous_pay` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/autonomous-pay.md |
| `banking_confirm_initial_transfer` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-confirm-initial-transfer.md |
| `cap_table_record_cap_table_refund` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-record-cap-table-refund.md |
| `commit_transfer` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/commit-transfer.md |
| `formation_create_domain_transfer_checkout` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-create-domain-transfer-checkout.md |
| `formation_start_domain_transfer` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-start-domain-transfer.md |
| `mcp_draft_transfer` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/mcp-draft-transfer.md |
| `request_transfer_approval` | Financial | Critical | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/request-transfer-approval.md |
| `account_get_account` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/account-get-account.md |
| `account_get_list_account_details` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/account-get-list-account-details.md |
| `accounting_batch_accept_review_items` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-batch-accept-review-items.md |
| `accounting_get_balance_sheet` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-balance-sheet.md |
| `accounting_get_chart_of_accounts` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-chart-of-accounts.md |
| `accounting_get_funding_summaries` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-funding-summaries.md |
| `accounting_get_general_ledger` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-general-ledger.md |
| `accounting_get_gl_account_type_catalog` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-gl-account-type-catalog.md |
| `accounting_get_journal_entry_by_transaction` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-journal-entry-by-transaction.md |
| `accounting_get_list_journal_entries` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-list-journal-entries.md |
| `accounting_get_list_periods` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-list-periods.md |
| `accounting_get_list_review_items` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-list-review-items.md |
| `accounting_get_list_schedules` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-list-schedules.md |
| `accounting_get_list_statements` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-list-statements.md |
| `accounting_get_period` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-period.md |
| `accounting_get_profit_and_loss` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-profit-and-loss.md |
| `accounting_get_review_counts` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-review-counts.md |
| `accounting_get_schedule` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-schedule.md |
| `accounting_get_statement` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-statement.md |
| `accounting_get_trial_balance` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-get-trial-balance.md |
| `accounting_list_accounting_audit_events` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-list-accounting-audit-events.md |
| `accounting_suggest_statement_matches` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-suggest-statement-matches.md |
| `ads_insight_summarize_ad_spend` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/ads-insight-summarize-ad-spend.md |
| `approval_session_get_approval_session_status` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/approval-session-get-approval-session-status.md |
| `banking_confirm_extracted_value` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-confirm-extracted-value.md |
| `banking_extract_document_fields` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-extract-document-fields.md |
| `banking_get_banking_application` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-get-banking-application.md |
| `banking_get_initial_transfer_preview` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-get-initial-transfer-preview.md |
| `banking_get_issuance_state` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-get-issuance-state.md |
| `banking_hydrate_from_cap_table` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-hydrate-from-cap-table.md |
| `banking_hydrate_from_formation` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-hydrate-from-formation.md |
| `banking_preview_cap_table_hydration` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-preview-cap-table-hydration.md |
| `banking_preview_formation_hydration` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-preview-formation-hydration.md |
| `banking_refresh_application_provider_status` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-refresh-application-provider-status.md |
| `cap_table_download_cap_table_safes` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-download-cap-table-safes.md |
| `cap_table_extract_wire_payment_proof` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-extract-wire-payment-proof.md |
| `cap_table_get_cap_table_agreement` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-agreement.md |
| `cap_table_get_cap_table_agreement_pdf_url` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-agreement-pdf-url.md |
| `cap_table_get_cap_table_equity_plans` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-equity-plans.md |
| `cap_table_get_cap_table_investor_access` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-investor-access.md |
| `cap_table_get_cap_table_overview` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-overview.md |
| `cap_table_get_cap_table_round` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-round.md |
| `cap_table_get_cap_table_round_summaries` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-round-summaries.md |
| `cap_table_get_cap_table_security` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-security.md |
| `cap_table_get_cap_table_stakeholder` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-stakeholder.md |
| `cap_table_get_cap_table_summary` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-cap-table-summary.md |
| `cap_table_get_list_cap_table_agreements` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-list-cap-table-agreements.md |
| `cap_table_get_list_cap_table_rounds` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-list-cap-table-rounds.md |
| `cap_table_get_list_cap_table_securities` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-list-cap-table-securities.md |
| `cap_table_get_list_cap_table_stakeholders` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-list-cap-table-stakeholders.md |
| `cap_table_get_list_cap_table_wire_match_suggestions` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-list-cap-table-wire-match-suggestions.md |
| `cap_table_get_my_investor_companies` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-my-investor-companies.md |
| `cap_table_get_safe_import_consent` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-safe-import-consent.md |
| `cap_table_get_transaction_summary` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-transaction-summary.md |
| `cap_table_get_wired_transactions` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-get-wired-transactions.md |
| `cap_table_list_cap_table_audit_events` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-list-cap-table-audit-events.md |
| `cap_table_list_cap_table_snapshots_for_round` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-list-cap-table-snapshots-for-round.md |
| `cap_table_list_cap_table_summary_snapshots` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-list-cap-table-summary-snapshots.md |
| `cap_table_list_cumulative_cap_table_snapshots_for_stakeholder` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-list-cumulative-cap-table-snapshots-for-stakeholder.md |
| `cap_table_match_cap_table_stakeholder` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-match-cap-table-stakeholder.md |
| `cap_table_record_cap_table_wire` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-record-cap-table-wire.md |
| `cap_table_reopen_cap_table_round` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-reopen-cap-table-round.md |
| `cap_table_simulate_cap_table_dilution` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-simulate-cap-table-dilution.md |
| `captable_hydrate_formation_carry` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/captable-hydrate-formation-carry.md |
| `captable_preview_formation_carry` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/captable-preview-formation-carry.md |
| `card_freeze_card` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-freeze-card.md |
| `card_get_card` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-get-card.md |
| `card_get_card_spend` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-get-card-spend.md |
| `card_get_dispute` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-get-dispute.md |
| `card_get_list_card_disputes` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-get-list-card-disputes.md |
| `card_get_list_cards` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-get-list-cards.md |
| `card_get_list_org_cards` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-get-list-org-cards.md |
| `card_unfreeze_card` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-unfreeze-card.md |
| `check_company_name_availability` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/check-company-name-availability.md |
| `client_get_client` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/client-get-client.md |
| `client_get_list_clients` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/client-get-list-clients.md |
| `company_get_company` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/company-get-company.md |
| `company_get_list_companies` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/company-get-list-companies.md |
| `company_get_list_company_members` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/company-get-list-company-members.md |
| `company_get_my_companies` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/company-get-my-companies.md |
| `connection_suggest_connections` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/connection-suggest-connections.md |
| `counterparty_get_counterparty` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/counterparty-get-counterparty.md |
| `counterparty_get_list_counterparties` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/counterparty-get-list-counterparties.md |
| `counterparty_get_list_global_counterparties` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/counterparty-get-list-global-counterparties.md |
| `datatable_get_datatable_fields` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/datatable-get-datatable-fields.md |
| `datatable_get_list_datatables` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/datatable-get-list-datatables.md |
| `datatable_get_related_datatables` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/datatable-get-related-datatables.md |
| `document_template_list_templates` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/document-template-list-templates.md |
| `documents_get_document` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-get-document.md |
| `documents_get_user_template` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-get-user-template.md |
| `documents_list_documents` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-list-documents.md |
| `documents_list_saved_signatures` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-list-saved-signatures.md |
| `documents_list_user_templates` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-list-user-templates.md |
| `draft_agent_account` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/draft-agent-account.md |
| `equity_onboarding_get` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/equity-onboarding-get.md |
| `equity_onboarding_hydrate_formation_carry` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/equity-onboarding-hydrate-formation-carry.md |
| `equity_onboarding_preview_formation_carry` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/equity-onboarding-preview-formation-carry.md |
| `field_get_field` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/field-get-field.md |
| `field_get_field_option` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/field-get-field-option.md |
| `field_get_list_field_options` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/field-get-list-field-options.md |
| `field_get_list_fields` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/field-get-list-fields.md |
| `field_suggest_field_options` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/field-suggest-field-options.md |
| `field_value_get_list_entity_field_values` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/field-value-get-list-entity-field-values.md |
| `formation_acknowledge_warnings` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-acknowledge-warnings.md |
| `formation_append_conversation_entry` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-append-conversation-entry.md |
| `formation_check_domain_availability` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-check-domain-availability.md |
| `formation_check_name` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-check-name.md |
| `formation_claim_demo_formations` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-claim-demo-formations.md |
| `formation_confirm_naics_code` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-confirm-naics-code.md |
| `formation_confirm_payment` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-confirm-payment.md |
| `formation_describe_business` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-describe-business.md |
| `formation_extract_cap_table` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-extract-cap-table.md |
| `formation_extract_cap_table_ocr` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-extract-cap-table-ocr.md |
| `formation_extract_fast_terms_ocr` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-extract-fast-terms-ocr.md |
| `formation_extract_rsa_terms_ocr` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-extract-rsa-terms-ocr.md |
| `formation_extract_safe_terms` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-extract-safe-terms.md |
| `formation_extract_safe_terms_ocr` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-extract-safe-terms-ocr.md |
| `formation_get_domain_auth_code` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-domain-auth-code.md |
| `formation_get_domain_order` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-domain-order.md |
| `formation_get_domain_transfer_status` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-domain-transfer-status.md |
| `formation_get_ein_filing_info` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-ein-filing-info.md |
| `formation_get_filing_fee` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-filing-fee.md |
| `formation_get_formation` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-formation.md |
| `formation_get_formation_document_download_url` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-formation-document-download-url.md |
| `formation_get_formation_info` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-formation-info.md |
| `formation_get_formation_purchase_quote` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-formation-purchase-quote.md |
| `formation_get_formation_quote` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-formation-quote.md |
| `formation_get_formation_timeline` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-formation-timeline.md |
| `formation_get_formation_upload_url` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-formation-upload-url.md |
| `formation_get_list_formations` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-list-formations.md |
| `formation_get_list_incorporation_documents` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-list-incorporation-documents.md |
| `formation_get_ocr_upload_url` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-ocr-upload-url.md |
| `formation_get_payment_link` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-get-payment-link.md |
| `formation_list_company_domains` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-list-company-domains.md |
| `formation_lookup_domain_dns_records` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-lookup-domain-dns-records.md |
| `formation_purchase_formation` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-purchase-formation.md |
| `formation_purchase_registered_agent` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-purchase-registered-agent.md |
| `formation_record_election83b_filing` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-record-election83b-filing.md |
| `formation_record_entity_guidance_quiz` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-record-entity-guidance-quiz.md |
| `formation_suggest_naics_codes` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-suggest-naics-codes.md |
| `formation_sweep_formation_order_status` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-sweep-formation-order-status.md |
| `google_ads_metrics_get_google_ads_campaign_window` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/google-ads-metrics-get-google-ads-campaign-window.md |
| `google_ads_metrics_get_list_google_ads_campaign_metrics` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/google-ads-metrics-get-list-google-ads-campaign-metrics.md |
| `insight_get_insight` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/insight-get-insight.md |
| `insight_get_savings_summary` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/insight-get-savings-summary.md |
| `invoice_get_invoice` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/invoice-get-invoice.md |
| `invoice_get_invoice_pdf_url` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/invoice-get-invoice-pdf-url.md |
| `invoice_get_list_invoices` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/invoice-get-list-invoices.md |
| `invoice_settings_get_invoice_settings` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/invoice-settings-get-invoice-settings.md |
| `itin_check_itin_eligibility` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-check-itin-eligibility.md |
| `itin_get_itin_application` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-get-itin-application.md |
| `itin_get_itin_mailing_instructions` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-get-itin-mailing-instructions.md |
| `itin_get_itin_quote` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-get-itin-quote.md |
| `itin_list_itin_applications` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-list-itin-applications.md |
| `itin_list_itin_documents` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-list-itin-documents.md |
| `itin_poll_itin_checkout` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-poll-itin-checkout.md |
| `kyc_get_kyc_status` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/kyc-get-kyc-status.md |
| `list_accounts` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/list-accounts.md |
| `list_agents` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/list-agents.md |
| `list_send_recipients` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/list-send-recipients.md |
| `meta_ads_metrics_get_meta_ads_campaign_window` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/meta-ads-metrics-get-meta-ads-campaign-window.md |
| `notification_get_list_notifications` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/notification-get-list-notifications.md |
| `notification_get_notification` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/notification-get-notification.md |
| `payment_get_list_payments` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/payment-get-list-payments.md |
| `payment_get_payment` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/payment-get-payment.md |
| `read_agent_spend` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/read-agent-spend.md |
| `read_insights` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/read-insights.md |
| `read_transactions` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/read-transactions.md |
| `saved_view_get_default_saved_view` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/saved-view-get-default-saved-view.md |
| `saved_view_get_list_saved_views` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/saved-view-get-list-saved-views.md |
| `saved_view_get_saved_view` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/saved-view-get-saved-view.md |
| `shopify_orders_get_shopify_payout_orders` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/shopify-orders-get-shopify-payout-orders.md |
| `signature_get_consent_document` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/signature-get-consent-document.md |
| `signature_get_list_signature_envelopes` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/signature-get-list-signature-envelopes.md |
| `signature_get_signature_envelope` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/signature-get-signature-envelope.md |
| `signature_signing_status` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/signature-signing-status.md |
| `subscription_get_list_subscriptions` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/subscription-get-list-subscriptions.md |
| `tik_tok_ads_metrics_get_tik_tok_ads_campaign_window` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/tik-tok-ads-metrics-get-tik-tok-ads-campaign-window.md |
| `trademark_draft_goods_services` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-draft-goods-services.md |
| `trademark_firm_acknowledge_handoff` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-firm-acknowledge-handoff.md |
| `trademark_firm_get_handoff_package` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-firm-get-handoff-package.md |
| `trademark_firm_list_pending_handoffs` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-firm-list-pending-handoffs.md |
| `trademark_firm_request_additional_info` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-firm-request-additional-info.md |
| `trademark_get_application` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-get-application.md |
| `trademark_get_clearance_report` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-get-clearance-report.md |
| `trademark_get_list_applications` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-get-list-applications.md |
| `trademark_get_upload_url` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-get-upload-url.md |
| `trademark_recommend_classes` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-recommend-classes.md |
| `trademark_study_competitors` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-study-competitors.md |
| `trademark_suggest_classes` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-suggest-classes.md |
| `transaction_batch_categorize_transactions_by_account` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-batch-categorize-transactions-by-account.md |
| `transaction_categorize_transaction_by_account` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-categorize-transaction-by-account.md |
| `transaction_document_get_list_transaction_documents` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-document-get-list-transaction-documents.md |
| `transaction_get_categorization_rule` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-get-categorization-rule.md |
| `transaction_get_list_categorization_rules` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-get-list-categorization-rules.md |
| `transaction_get_summary` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-get-summary.md |
| `transaction_get_transaction` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-get-transaction.md |
| `transaction_preview_categorization_rule` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-preview-categorization-rule.md |
| `transaction_suggest_transaction_category` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-suggest-transaction-category.md |
| `user_get_user` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/user-get-user.md |
| `vendor_bill_get_list_vendor_bills` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/vendor-bill-get-list-vendor-bills.md |
| `vendor_bill_get_vendor_bill` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/vendor-bill-get-vendor-bill.md |
| `x_ads_metrics_get_x_ads_campaign_window` | Read | Low | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/x-ads-metrics-get-x-ads-campaign-window.md |
| `accounting_batch_set_excluded` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-batch-set-excluded.md |
| `accounting_close_period` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-close-period.md |
| `accounting_create_schedule` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-create-schedule.md |
| `accounting_preview_close` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-preview-close.md |
| `accounting_preview_schedule` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-preview-schedule.md |
| `accounting_reopen_period` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-reopen-period.md |
| `accounting_set_opening_balance` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-set-opening-balance.md |
| `accounting_upsert_journal_entry` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/accounting-upsert-journal-entry.md |
| `approval_session_create_approval_session` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/approval-session-create-approval-session.md |
| `banking_set_application_ein` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-set-application-ein.md |
| `banking_set_owner_identity_document_number` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-set-owner-identity-document-number.md |
| `banking_set_owner_tax_identifier` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-set-owner-tax-identifier.md |
| `banking_submit_banking_application` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-submit-banking-application.md |
| `banking_suggest_industry_code` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-suggest-industry-code.md |
| `banking_update_banking_application` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-update-banking-application.md |
| `banking_upsert_beneficial_owner` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/banking-upsert-beneficial-owner.md |
| `cap_table_create_cap_table_agreement` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-create-cap-table-agreement.md |
| `cap_table_create_cap_table_round` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-create-cap-table-round.md |
| `cap_table_create_cap_table_stakeholder` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-create-cap-table-stakeholder.md |
| `cap_table_generate_cap_table_agreement_pdf` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-generate-cap-table-agreement-pdf.md |
| `cap_table_generate_cap_table_docs` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-generate-cap-table-docs.md |
| `cap_table_generate_cap_table_summary_pdf` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-generate-cap-table-summary-pdf.md |
| `cap_table_grant_safe_import_consent` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-grant-safe-import-consent.md |
| `cap_table_import_rsa` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-import-rsa.md |
| `cap_table_import_safe` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-import-safe.md |
| `cap_table_preview_close_cap_table_round` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-preview-close-cap-table-round.md |
| `cap_table_set_cap_table_authorized_shares` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-set-cap-table-authorized-shares.md |
| `cap_table_update_cap_table_agreement` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-update-cap-table-agreement.md |
| `cap_table_update_cap_table_agreement_status` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-update-cap-table-agreement-status.md |
| `cap_table_update_cap_table_round` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-update-cap-table-round.md |
| `cap_table_update_cap_table_security` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-update-cap-table-security.md |
| `cap_table_update_cap_table_stakeholder` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-update-cap-table-stakeholder.md |
| `cap_table_update_my_stakeholder_name` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/cap-table-update-my-stakeholder-name.md |
| `captable_send_safe_for_signature` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/captable-send-safe-for-signature.md |
| `card_create_card` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-create-card.md |
| `card_update_card_spend_limit` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/card-update-card-spend-limit.md |
| `company_update_company` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/company-update-company.md |
| `document_template_resolve_template` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/document-template-resolve-template.md |
| `documents_create_document` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-create-document.md |
| `documents_create_from_user_template` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-create-from-user-template.md |
| `documents_resolve_template_prefill` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-resolve-template-prefill.md |
| `documents_set_default_saved_signature` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-set-default-saved-signature.md |
| `documents_update_document` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/documents-update-document.md |
| `equity_onboarding_submit` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/equity-onboarding-submit.md |
| `equity_onboarding_update` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/equity-onboarding-update.md |
| `formation_add_shareholder` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-add-shareholder.md |
| `formation_approve_certificate` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-approve-certificate.md |
| `formation_confirm_cohort_deal_terms` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-confirm-cohort-deal-terms.md |
| `formation_create_domain_checkout` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-create-domain-checkout.md |
| `formation_create_formation` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-create-formation.md |
| `formation_generate_certificate` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-generate-certificate.md |
| `formation_save_cap_table_import` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-save-cap-table-import.md |
| `formation_send_formation_email` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-send-formation-email.md |
| `formation_set_banking_intent` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-banking-intent.md |
| `formation_set_company_address` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-company-address.md |
| `formation_set_company_name` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-company-name.md |
| `formation_set_company_setup_details` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-company-setup-details.md |
| `formation_set_company_type` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-company-type.md |
| `formation_set_domain_dns_records` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-domain-dns-records.md |
| `formation_set_election83b` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-election83b.md |
| `formation_set_entity_ending` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-entity-ending.md |
| `formation_set_founder_profile` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-founder-profile.md |
| `formation_set_registered_agent` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-registered-agent.md |
| `formation_set_selected_domain` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-selected-domain.md |
| `formation_set_share_structure` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-share-structure.md |
| `formation_set_shareholder_tax_identifier` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-shareholder-tax-identifier.md |
| `formation_set_signatory` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-signatory.md |
| `formation_set_state` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-state.md |
| `formation_set_team_equity` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-set-team-equity.md |
| `formation_submit_ein_filing_info` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-submit-ein-filing-info.md |
| `formation_update_formation` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-update-formation.md |
| `formation_update_shareholder` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/formation-update-shareholder.md |
| `itin_create_itin_checkout` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-create-itin-checkout.md |
| `itin_create_itin_document_upload_link` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-create-itin-document-upload-link.md |
| `itin_mark_itin_documents_mailed` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-mark-itin-documents-mailed.md |
| `itin_save_itin_intake_draft` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-save-itin-intake-draft.md |
| `itin_submit_itin_for_review` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-submit-itin-for-review.md |
| `itin_submit_itin_intake` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/itin-submit-itin-intake.md |
| `signature_create_envelope` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/signature-create-envelope.md |
| `signature_resend_signer_invite` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/signature-resend-signer-invite.md |
| `trademark_attach_document` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-attach-document.md |
| `trademark_firm_update_handoff_status` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-firm-update-handoff-status.md |
| `trademark_generate_package` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-generate-package.md |
| `trademark_set_classes` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-set-classes.md |
| `trademark_set_competitors` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-set-competitors.md |
| `trademark_set_goods_services` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-set-goods-services.md |
| `trademark_set_mark` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-set-mark.md |
| `trademark_set_owner` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-set-owner.md |
| `trademark_set_use_dates` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-set-use-dates.md |
| `trademark_submit_to_firm` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/trademark-submit-to-firm.md |
| `transaction_apply_categorization_rule` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-apply-categorization-rule.md |
| `transaction_batch_categorize_transactions` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-batch-categorize-transactions.md |
| `transaction_categorize_transaction` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/transaction-categorize-transaction.md |
| `vendor_bill_create_vendor_bill` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/vendor-bill-create-vendor-bill.md |
| `vendor_bill_mark_vendor_bill_paid` | Write | Medium | https://policylayer.com/tools/lovieco-lovie-company-formation-mcp-npx/vendor-bill-mark-vendor-bill-paid.md |

## Tool descriptions

- `accounting_cancel_schedule` — Cancel an accrual schedule so no further periodic entries are generated. Entries already posted for elapsed periods are kept. Audit-logged.
- `accounting_confirm_statement_match` — 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.
- `accounting_delete_journal_entry` — 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 re-creates it on the next sync; deleting a manual per-tra…
- `cap_table_clear_cap_table_stakeholders` — ClearCapTableStakeholders deletes every stakeholder of a company in a single DB-level operation. Used by the "replace cap table" import flow.
- `cap_table_close_cap_table_round` — CloseCapTableRound PERMANENTLY closes the round: runs the calc engine, persists the SAFE conversions + ownership snapshots, and flips the round to CLOSED. This is the action for "close the round", "make it permanent", or "finalize the ro…
- `cap_table_delete_cap_table_agreement` — DeleteCapTableAgreement removes an agreement.
- `cap_table_delete_cap_table_round` — DeleteCapTableRound permanently removes an unpriced SAFE round (open or light-closed) plus its round-scoped securities/agreements/snapshots. Priced / engine-closed rounds are rejected (FailedPrecondition).
- `cap_table_delete_cap_table_security` — DeleteCapTableSecurity removes one holding.
- `cap_table_delete_cap_table_stakeholder` — DeleteCapTableStakeholder removes one stakeholder from a cap table.
- `cap_table_set_cap_table_pipeline_status` — Moves ONE investor's holding along the fundraising pipeline. Use this to change a stage — never UpdateCapTableSecurity, which is a full replace and will blank any field you do not resend. Forward goes one stage at a time (committed -> se…
- `documents_delete_saved_signature` — DeleteSavedSignature removes one of the caller's saved signatures. Exposed because ListSavedSignatures already is: the agent could name a founder's signatures without being able to clear a stale one. The row it removes is not recoverable…
- `formation_delete_pending_domain` — Removes an abandoned pending domain purchase attempt from the company's domain list. Only pending (never-completed) purchases can be removed; registered domains cannot be deleted this way.
- `formation_remove_shareholder` — Removes one owner from a formation and reports how many remain and what ownership now totals. The freed percentage is NOT given to anyone else, so the total will usually stop reaching 100% until the founder reallocates it. Refused once t…
- `signature_void_envelope` — VoidSignatureEnvelope voids an envelope (owner-gated, ownership checked like SignAsCompany): writes a terminal DOCUMENT_VOIDED status + voided_at and appends a hash-chained document_voided event. Voiding a completed (executed) envelope r…
- `trademark_delete_application` — DeleteApplication erases an application the applicant has abandoned, along with its classes, documents, and clearance reports. Refused once the package has gone to the firm: from that point the record backs work the firm has already begu…
- `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 already paid or cancelled cannot.
- `accounting_propose_schedules` — 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 you confirm one by calling accounting_create_schedule with…
- `ads_insight_summarize_campaign_window` — SummarizeCampaignWindow summarises one charge against the campaigns in its billing window. Results are cached per company + account + window + charge, so repeated panel opens do not re-run the agent.
- `banking_refresh_owner_verification` — Re-reads the identity-verification outcome for one beneficial owner on a banking application and records it. Idempotent. Does not start a verification and does not carry any of that person's personal data.
- `banking_start_banking_application` — StartBankingApplication opens a business account application for a company. A company may have only one undecided application at a time; starting a second is refused rather than splitting the answers across two records. The path says whe…
- `cap_table_record_cap_table_investment` — Records one holding end-to-end: resolves or creates the stakeholder, then creates the holding with all derived fields, attaching or auto-creating a round for SAFE/Preferred. SAFE requires a valuation_cap. VESTING: for service equity held…
- `cap_table_simulate_cap_table_exit` — 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. Read-only — nothing is written. When the user asks to "…
- `draft_payment` — Draft a payment for human review: returns a canonical, ready-to-sign Mandate (body JSON + JCS hash) and a plain-language summary. Does NOT move money or run the pipeline — a human commits it by signing and submitting.
- `equity_onboarding_start` — Opens a company's proof-of-formation intake so its cap table can be set up. Idempotent: a company has at most one open intake, and calling again returns the existing one rather than splitting the answers across two records. Safe to call …
- `formation_run_election83b_reminders` — RunElection83bReminders runs the 83(b) reminder sweep (not-started nudges + deadline-relative sign/file reminders + late notice). Reviewer-only; also run in-process by the scheduled cron subcommand.
- `formation_start_formation` — THE entry point for a new company formation — runs anonymously, no sign-in required. Call this DIRECTLY whenever the user wants to start, create, or form a company or formation. Do NOT call company_get_my_companies or formation_get_list_…
- `kyc_start_kyc_inquiry` — StartKycInquiry creates a provider inquiry and returns the hosted flow URL. Idempotent within an open inquiry window. Exposed because the Mac app reaches the server only over MCP, and only an inquiry this service opened is one the webhoo…
- `signature_reconcile_document_state` — ReconcileDocumentSignatureState re-runs the document-hub write-back for every envelope that is not voided, so the hub carries the signature state of envelopes created before the write-back understood subjects that name a record rather th…
- `signature_run_reminders` — RunSignatureReminders sweeps every Lovie Sign envelope that is still awaiting signature — SAFEs and plain documents alike; Docusign envelopes are excluded because Docusign runs its own reminders — and re-emails the signing link to the si…
- `trademark_run_clearance` — RunClearance searches USPTO for conflicting marks across phonetic variants, screens the open web for unregistered use, and stores a snapshot report.
- `trademark_start_application` — StartApplication opens a draft application for a company.
- `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 account; the counterpart's transaction is excluded so the movement is counted once.
- `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, different instrument, dated within a few days. Writes nothing — apply one with accounting_confirm_tr…
- `accounting_unpair_transfer` — Undo a confirmation: the mirror returns and both halves are re-derived.
- `autonomous_pay` — Submit a signed payment mandate for autonomous execution. Runs the four-check pipeline and the per-agent autonomy fence; payments outside the agent's envelope are gated to human approval.
- `banking_confirm_initial_transfer` — Records the opening deposit a founder chose for their banking application. This stores an intention only — it does not move money, and no funds are transferred by any part of Lovie today. Never tell the user their deposit has been sent.
- `cap_table_record_cap_table_refund` — RecordCapTableRefund records a refund into the money-movement ledger (refund, confirmed) and flips the security's pipeline_status to 'refunded'.
- `commit_transfer` — Execute a sealed draft. Moves money. Call ONLY after approval_session_get_approval_session_status returned APPROVED for the approval_session_id: a commit sent while the approval is still pending is rejected with step_up_required and stil…
- `formation_create_domain_transfer_checkout` — Starts transferring a domain the company already owns elsewhere INTO Lovie: returns a Stripe Checkout URL covering the transfer (which includes a one-year renewal). After payment, start the transfer with the auth code from the current re…
- `formation_start_domain_transfer` — Begins the paid transfer at the registrar using the EPP/auth code the user obtained from their current provider. The code is used once and never stored. Transfers take days; track with the transfer-status tool.
- `mcp_draft_transfer` — Seal a transfer to a registered recipient as a server-held draft and get back a summary plus a single-use draft_id. Moves no money. Requires an active trusted device. Any change to amount, recipient, or rail is a NEW draft.
- `request_transfer_approval` — Send the trusted-device approval for a sealed draft to the user's phone and return its approval_session_id. Tell the user to answer on their phone within ~5 minutes. Do NOT call commit_transfer yet: when the user says they have answered,…
- `account_get_account` — GetAccount retrieves a single account by ID with its details
- `account_get_list_account_details` — GetListAccountDetails retrieves account details in batch (eliminates N+1 GetAccount calls)
- `accounting_batch_accept_review_items` — 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 enrichment never overwrites. Transactions with no resolved ca…
- `accounting_get_balance_sheet` — GetBalanceSheet returns assets, liabilities, and equity balances as of a date; equity includes net income to date, so the sheet always balances. Read-only.
- `accounting_get_chart_of_accounts` — GetChartOfAccounts returns the company's chart of accounts (flat list with parent links; build the tree client-side). Read-only.
- `accounting_get_funding_summaries` — Per bank account and card, the balance the books show and how many posted entries came through it. Compare with the bank's own balance from account tools; a difference is what reconciliation resolves. Read-only.
- `accounting_get_general_ledger` — GetGeneralLedger pages through one account's posted lines with opening, running, and closing balances — the account register. Read-only.
- `accounting_get_gl_account_type_catalog` — GetGLAccountTypeCatalog returns every account type with the detail types it admits and the classification it implies — what the New account panel needs to populate its two dependent selects without duplicating the pairing rules. Static p…
- `accounting_get_journal_entry_by_transaction` — GetJournalEntryByTransaction returns the journal entry derived for one transaction (empty when none exists yet). Read-only.
- `accounting_get_list_journal_entries` — GetListJournalEntries pages through the journal register with filters — the review queue is filter{needs_review: true}. Read-only.
- `accounting_get_list_periods` — GetListPeriods pages through a company's periods, newest first. Read-only.
- `accounting_get_list_review_items` — 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 category), EXCLUDED (deliberately kept out of the books)…
- `accounting_get_list_schedules` — GetListSchedules pages through a company's schedules. Read-only.
- `accounting_get_list_statements` — List the bank statements imported for reconciliation, newest period first, with how many of each statement's lines are still unmatched. Read-only.
- `accounting_get_period` — GetPeriod returns one closed period by id. Read-only.
- `accounting_get_profit_and_loss` — GetProfitAndLoss returns the income statement for a period: revenue and expense accounts with activity, totals, and net income. Read-only.
- `accounting_get_review_counts` — Count bank transactions per bookkeeping review tab (pending, posted, excluded) without fetching rows. Use to report how much review work is outstanding.
- `accounting_get_schedule` — GetSchedule returns one schedule with its postings. Read-only.
- `accounting_get_statement` — One statement with its lines and their matches. Read-only.
- `accounting_get_trial_balance` — GetTrialBalance returns every account's debit and credit totals for a period; total debits equal total credits when the books balance. Read-only.
- `accounting_list_accounting_audit_events` — ListAccountingAuditEvents pages through the append-only accounting audit log — who changed what and when across journal entries and the chart of accounts, newest first. Filter by entity_id for one record's history. Read-only.
- `accounting_suggest_statement_matches` — 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 accounting_confirm_statement_match.
- `ads_insight_summarize_ad_spend` — SummarizeAdSpend unions the four ad platforms' daily campaign tables at read time into per-(provider, month, currency) spend/impressions/clicks/ conversions plus a per-currency CPA. Read-time only — no new storage.
- `approval_session_get_approval_session_status` — Read the status of a trusted-device approval session: PENDING, APPROVED, REJECTED or EXPIRED. For a transfer, call this with the approval_session_id from request_transfer_approval once the user says they have answered on their phone, and…
- `banking_confirm_extracted_value` — ConfirmExtractedValue records that a human checked a read value. Without it a low-confidence extraction holds its section open forever and the application can never be submitted.
- `banking_extract_document_fields` — Reads an uploaded document on a banking application — a Certificate of Incorporation or an IRS EIN letter — and fills in the values it states, each marked with where it came from and how confident the read was. It never sets the industry…
- `banking_get_banking_application` — GetBankingApplication returns the whole application: the business facts, the beneficial owners, the uploaded documents, what each value's source was, and the sections still outstanding. It is the one read for answering "where is my appli…
- `banking_get_initial_transfer_preview` — Returns the suggested opening deposit for a banking application and the reason for that figure. Read-only: it moves no money and records nothing.
- `banking_get_issuance_state` — GetIssuanceState reports where this application's deposit account stands: whether it is queued, being opened, open, or could not be opened, and the last four digits once there are any. It exists as its own state so that an approved appli…
- `banking_hydrate_from_cap_table` — HydrateFromCapTable carries the company's carriable stakeholders onto an open application as beneficial owners. Idempotent: the stakeholder link identifies them, so running twice updates rather than duplicates, and an owner the applicant…
- `banking_hydrate_from_formation` — HydrateFromFormation is idempotent: it writes values and their provenance in one transaction and never overwrites something the applicant supplied.
- `banking_preview_cap_table_hydration` — PreviewCapTableHydration says which of the company's cap-table stakeholders could be carried over as beneficial owners, without writing. Read-only, and unavailable rather than an error when there is nothing to carry.
- `banking_preview_formation_hydration` — PreviewFormationHydration says what a formation would carry over, without writing. Read-only so the entry picker can offer the warm path only when it is genuinely available.
- `banking_refresh_application_provider_status` — RefreshApplicationProviderStatus re-reads the provider's verification verdict for a submitted application and moves it on when the verdict has settled. Pull, not push, for the reason RefreshOwnerVerification is: a webhook nobody received…
- `cap_table_download_cap_table_safes` — DownloadCapTableSafes presigns multiple SAFE agreement PDFs in one call.
- `cap_table_extract_wire_payment_proof` — Runs vision OCR on an already-uploaded wire payment proof (wire confirmation, bank statement, or transfer receipt — NOT an invoice) for a security and returns the extracted fields plus a verification verdict (verified | needs_review | mi…
- `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 two signature blocks it prints. Read-only. Use this to answer questions about a specific agreement's valuation cap, discount, amo…
- `cap_table_get_cap_table_agreement_pdf_url` — GetCapTableAgreementPdfUrl returns a short-lived signed S3 URL for the rendered SAFE agreement PDF.
- `cap_table_get_cap_table_equity_plans` — Returns a company's equity holdings grouped the way a founder thinks about them: founders, advisors, employees (option grants), and investors. Read-only. Founder, advisor and employee entries carry vesting progress resolved as of now — v…
- `cap_table_get_cap_table_investor_access` — GetCapTableInvestorAccess lists every investor stakeholder with its current cap-table visibility level (read directly from the stakeholder row; a new investor defaults to NONE). Read-only.
- `cap_table_get_cap_table_overview` — Says which view of a company's cap table is the current one: the live roster, or the post-conversion table produced by the latest closed round. Read-only, and small — it returns the mode and that round's id, not the table. Use it first w…
- `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. Use this for the terms of a specific round; for how much has actually been committed, signed and wired, use the round summari…
- `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 pipeline (committed, signed, wired), the total raised, and how many investors are in the round. Read-only. Use this to answer "how i…
- `cap_table_get_cap_table_security` — GetCapTableSecurity returns one holding by id. Read-only.
- `cap_table_get_cap_table_stakeholder` — GetCapTableStakeholder returns one stakeholder by id. Read-only.
- `cap_table_get_cap_table_summary` — GetCapTableSummary returns company-wide AGGREGATES on the fully-diluted roster: total shares, stakeholder count, founders' combined percentage, and ownership split by stakeholder type. Read-only. Aggregate only. "Per-type segments" group…
- `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 and paginated. Filter by type to see only SAFEs or only stock purchase agreements. Use this to answer "what have we signed" or…
- `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 we raised" or to find a round id before reading its investors.
- `cap_table_get_list_cap_table_securities` — GetListCapTableSecurities lists a company's holdings — the ONLY source of per-holder share counts, share class, price and vesting. Optionally filtered to one stakeholder; paginated, read-only. Call this before answering anything about ho…
- `cap_table_get_list_cap_table_stakeholders` — GetListCapTableStakeholders returns a company's stakeholder roster: identities only — name, type, email, title, address — and NO share counts or ownership percentages, which live on the securities. Paginated, read-only. To answer "who ow…
- `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 a confidence and the reason it was proposed. Read-only, and a suggestion only — nothing is recorded as received until somebody…
- `cap_table_get_my_investor_companies` — GetMyInvestorCompanies returns the companies where the caller is a linked investor stakeholder (not a member), with the owner-granted access level — the entry point for the investor-facing portal (B3). Read-only.
- `cap_table_get_safe_import_consent` — GetSafeImportConsent reports whether the company has granted current consent for an external AI to read imported SAFE contents.
- `cap_table_get_transaction_summary` — GetTransactionSummary returns the committed / signed / wired capital totals for the Transactions page header. committed/signed come from the securities pipeline stage; wired comes from the money-movement ledger. Read-only.
- `cap_table_get_wired_transactions` — GetWiredTransactions returns the confirmed-wire ledger (wired + refunded investor rows) for the fundraising Transactions page. Read-only.
- `cap_table_list_cap_table_audit_events` — ListCapTableAuditEvents returns the append-only who/what/when audit log for a company's ownership-affecting cap-table mutations (B1). Read-only.
- `cap_table_list_cap_table_snapshots_for_round` — Returns the ownership table as it stood when a round closed — one row per stakeholder, with shares and percentage frozen at that moment. Read-only. Use this to answer "who owned what after the seed". For today's ownership, read the cap t…
- `cap_table_list_cap_table_summary_snapshots` — ListCapTableSummarySnapshots returns the point-in-time cap-table summary versions captured on material edits (B4). Read-only.
- `cap_table_list_cumulative_cap_table_snapshots_for_stakeholder` — Returns one stakeholder's position at every round close, oldest first — the dilution story for a single person or fund. Read-only. Use this to answer "how has my ownership changed" or "how much was this founder diluted across the rounds".
- `cap_table_match_cap_table_stakeholder` — MatchCapTableStakeholder suggests the existing stakeholder a parsed SAFE's investor name maps to (fuzzy match). Read-only.
- `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 wire is accepted ONLY when it is backed by one of: (a) a matched banking transaction_id (see GetListCapTableWireMatchSuggestio…
- `cap_table_reopen_cap_table_round` — ReopenCapTableRound flips a CLOSED round back to OPEN (status only).
- `cap_table_simulate_cap_table_dilution` — SimulateCapTableDilution runs the SAME engine as CloseCapTableRound against the company's current stakeholders and its outstanding SAFEs, for a raise that does not exist yet — no round, nothing persisted. CALL THIS for "what happens if w…
- `captable_hydrate_formation_carry` — Carries the owners named during a company's formation onto its cap table as founders holding common stock. Insert-only: an owner already present is left untouched, so running it twice adds nothing.
- `captable_preview_formation_carry` — Reports which owners a company's formation would carry onto its cap table, and what the cap table still needs afterwards. Writes nothing. Returns available=false when the company has no formation or its formation named no owners.
- `card_freeze_card` — Suspend a card at the issuer so it declines new charges. The card is not closed and no money moves; UnfreezeCard restores it. Safe to repeat: a card that is already frozen is returned unchanged and successfully. Only report a card as fro…
- `card_get_card` — Returns one card by id: its label, type, state, limits and the last four digits of its number. Read-only. The full card number and CVV are never returned by this or any other tool.
- `card_get_card_spend` — Returns how much has been spent on a card over a period, against its limit. Read-only. Use this to answer "how much is left on this card" without adding up transactions by hand.
- `card_get_dispute` — Reads one card dispute by its id, refreshing its status from the card issuer first. Returns the dispute's card, disputed transaction, amount, status (filed, pending review, accepted, won, lost, rejected, or withdrawn), reason, descriptio…
- `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 every dispute across a company (the caller's access is verified server-side). Returns each dispute's id, card, disputed transactio…
- `card_get_list_cards` — Lists the cards the caller holds in one company: label, last four digits, network, state, spend limit and expiry. Set company_id to the company whose cards to list (get_my_companies lists the ones the user belongs to) — it is required, a…
- `card_get_list_org_cards` — List the active cards of every member of the given company, as a narrow projection. Membership of the AUTHENTICATED caller in company_id is verified server-side — the id selects, it never authorizes.
- `card_unfreeze_card` — Restore a frozen card at the issuer so it accepts charges again. Safe to repeat: a card that is already active is returned unchanged and successfully. A cancelled card cannot be restored and is rejected.
- `check_company_name_availability` — Checks whether a proposed company or brand name is available as a US trademark and as a domain across common TLDs (.com, .io, .co, .net, .ai, .app). Call this whenever the user proposes or evaluates a name. It is informational only and d…
- `client_get_client` — Returns one billing client by id — the customer a company invoices — with contact and address details. Read-only.
- `client_get_list_clients` — 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".
- `company_get_company` — GetCompany retrieves a single company by ID or code
- `company_get_list_companies` — Lists the companies the signed-in user is a member of, with optional filters (ids, status, companies that have no formation). Returns only the user's own companies.
- `company_get_list_company_members` — GetListCompanyMembers lists all members of a company
- `company_get_my_companies` — Lists the companies the SIGNED-IN user already belongs to, each with their role, plus that account itself in signed_in_as. Requires authentication. Call this only when the user asks about or wants to act on an EXISTING company. Do NOT ca…
- `connection_suggest_connections` — SuggestConnections reports providers the company is evidently already paying for, judged from its own transactions, and skips any it has already connected. Read-only — it writes nothing. Connect one with StartConnection.
- `counterparty_get_counterparty` — GetCounterparty retrieves a single counterparty by ID
- `counterparty_get_list_counterparties` — GetListCounterparties retrieves a list of counterparties with filtering and pagination
- `counterparty_get_list_global_counterparties` — GetListGlobalCounterparties performs a read-only batch lookup against the platform-wide canonical vendor registry. The filter accepts a list of provider stable IDs and/or aliases; the response returns every approved row matching ANY sele…
- `datatable_get_datatable_fields` — Resolve all fields bound to a datatable for a company (platform + company bindings).
- `datatable_get_list_datatables` — List datatables (platform + a company's own).
- `datatable_get_related_datatables` — Resolve the child datatables related to a parent (for the UI field picker).
- `document_template_list_templates` — List available legal document templates (YAML catalog).
- `documents_get_document` — Fetch one document's metadata and its related signed/unsigned set.
- `documents_get_user_template` — Fetch one user-uploaded template including Vision-detected fillable fields.
- `documents_list_documents` — List a company's documents, filtered by type, source, category, or template.
- `documents_list_saved_signatures` — List the caller's saved signatures for the selected company.
- `documents_list_user_templates` — List company-scoped user-uploaded templates (Use your own template). Separate from Lovie's builtin catalog.
- `draft_agent_account` — Draft a proposed agent-account setup for human review: a suggested spend envelope (per-payment / daily caps), allowed rails, and status. Creates nothing — a human provisions from the spec.
- `equity_onboarding_get` — Returns a company's proof-of-formation intake: the facts on file, which sections are still outstanding and why, and how much is answered. Read-only. Resolve it by company rather than by id — the server finds the company's one open intake…
- `equity_onboarding_hydrate_formation_carry` — Carries a company's Lovie formation into its intake: the facts, the registered agent, and the stamped certificate of incorporation or formation. Idempotent, and it never overwrites an answer the person gave themselves. Call this before a…
- `equity_onboarding_preview_formation_carry` — Says what a company's Lovie formation would carry into the intake, without writing anything. Read-only. When the formation cannot be read the answer is that it is unavailable — not an error — so offer to collect the facts directly instea…
- `field_get_field` — Get a single field by ID or code
- `field_get_field_option` — Get a single field option by ID or code
- `field_get_list_field_options` — List field options with filtering and pagination
- `field_get_list_fields` — List fields with filtering and pagination
- `field_suggest_field_options` — SuggestFieldOptions asks the LLM to propose dropdown option labels for a SELECT-typed field. Synchronous unary call.
- `field_value_get_list_entity_field_values` — List an entity's field values (detail/edit/admin flows only — N+1 over a grid).
- `formation_acknowledge_warnings` — Acknowledges entity-type warnings raised when the user chooses an entity type against the recommendation (e.g. an LLC despite indicators pointing to C-Corp). Required before proceeding whenever warnings were raised while setting the comp…
- `formation_append_conversation_entry` — AppendConversationEntry atomically appends one or more chat entries to the formation's conversation_history. Owner-scoped.
- `formation_check_domain_availability` — Checks whether a specific fully-qualified domain (e.g. "acme.com") is available to register. Informational only; does not read or change any formation or company.
- `formation_check_name` — CheckName checks company name availability in the selected state
- `formation_claim_demo_formations` — ClaimDemoFormations reassigns formations created during a demo session (under a hardcoded demo user) to a newly-signed-up real user. This is a cross-user mutation; the server enforces reviewer/admin/service role.
- `formation_confirm_naics_code` — Records the NAICS industry classification a founder has chosen for their formation. Call formation_suggest_naics_codes first, show the candidates with their official titles, and call this ONLY after the person has explicitly picked one. …
- `formation_confirm_payment` — Verifies with Stripe that payment actually completed and, on success, advances the formation to filing. Usually unnecessary — payment auto-confirms via webhook once the user pays. Only call this if the user explicitly returns and says th…
- `formation_describe_business` — Analyzes a business description and recommends the best entity type (LLC or C-Corp) with a confidence score. Call this once you understand what the user is building. When the recommendation is LLC or confidence is not high, mention that …
- `formation_extract_cap_table` — Runs vision OCR on an uploaded cap table file and returns the extracted rows without persisting them. Each row may include a vesting schedule (vesting_start_date / vesting_total_months / vesting_cliff_months) for service equity held by f…
- `formation_extract_cap_table_ocr` — Runs vision OCR on an uploaded cap table for the active company and returns the extracted rows without persisting them. Each row may include a vesting schedule (vesting_start_date / vesting_total_months / vesting_cliff_months) for servic…
- `formation_extract_fast_terms_ocr` — Runs vision OCR on an already-uploaded FAST (Founder / Advisor Standard Template) advisor agreement PDF for the active company and returns the grant summary it states — advisor_name, company_name, tier, engagement_level, equity_percentag…
- `formation_extract_rsa_terms_ocr` — Runs vision OCR on an already-uploaded signed Restricted Stock Purchase/Award Agreement (RSA) PDF for the active company and returns the founder and company names plus structured terms (total_shares, unvested_shares, price_per_share, gra…
- `formation_extract_safe_terms` — Reads a SAFE PDF and returns its terms WITHOUT saving anything. Always call this before ImportSAFE and show the result to the user for confirmation — never import a SAFE the user has not seen. Present one block per document, largest inve…
- `formation_extract_safe_terms_ocr` — ExtractSafeTermsOcr runs vision OCR on a SAFE PDF for a company (no formation required). Company-scoped: requires an active company.
- `formation_get_domain_auth_code` — Reveals the domain's transfer authorization (EPP) code and lifts the transfer lock — the customer's exit door, shown once and never stored. Requires a trusted-device approval: open one with identity's create-approval-session tool (action…
- `formation_get_domain_order` — Returns one domain purchase's live status — use it to answer 'did my domain go through?' after checkout.
- `formation_get_domain_transfer_status` — Reports a transfer-in's live progress at the registrar (waiting on the losing registrar, completed, failed). Poll sparingly — registrar transfers move on a scale of days.
- `formation_get_ein_filing_info` — GetEinFilingInfo returns the stored payload without the SSN/ITIN.
- `formation_get_filing_fee` — GetFilingFee returns the state formation filing fee (table amount, formatted string, and Stripe Price id when charged via a pre-created Price). Used by the onboarding review/certificate step. Stateless lookup — no formation context requi…
- `formation_get_formation` — Returns the full formation record for a formation_id: company name, entity type, state, business address, registered agent, share structure, shareholders, authorized party, EIN, certificate data, payment and filing status, and timestamps…
- `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 credential and expires; treat it as one — do not repeat it back or store it anywhere it outlives the answer it was fetched for.
- `formation_get_formation_info` — GetFormationInfo returns educational content topics or content for a specific topic
- `formation_get_formation_purchase_quote` — GetFormationPurchaseQuote returns the CorpTools filing product, methods, parsed form schema, prefilled values, and missing required fields for a formation (non-DE/WY states). Reviewer-only; no side effects beyond ensuring a CorpTools com…
- `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 total, all priced live. Creates nothing and charges nothing. Use this whenever the user asks about price instead of quoting figu…
- `formation_get_formation_timeline` — Returns a formation's progress timeline: each milestone (filing, company formed, tax identifier, banking, and — where an accelerator invests — the starter investment), its state, and a sentence describing it. Also lists co-founders who h…
- `formation_get_formation_upload_url` — GetFormationUploadURL returns a presigned PUT URL for a cap table or SAFE document
- `formation_get_list_formations` — Lists the SIGNED-IN user's company formations (name, entity type, state, status, progress). Requires authentication. Do NOT call this during an in-progress formation: you already have the formation_id from formation_start, so use formati…
- `formation_get_list_incorporation_documents` — Returns a company's incorporation documents — certificate of incorporation, bylaws, incorporator action, board resolution, per-founder IP assignments and 83(b) elections, and the IRS EIN assignment letter (CP-575) — each with its filing …
- `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 signed restricted stock purchase agreement, kind=CAP_TABLE for a cap-table file, kind=WIRE_PROOF for a wire payment proof). Step 1 …
- `formation_get_payment_link` — Generates ONE Stripe Checkout URL covering the whole purchase in a single one-time payment: the Lovie formation charge, the state's filing fee, and a year of registered agent service. Generating this link files NOTHING and charges NOTHIN…
- `formation_list_company_domains` — Lists the company's domains with status (pending, purchased, transfer in progress, expired) and expiry dates. Call this first for any domain question.
- `formation_lookup_domain_dns_records` — Resolves the DNS records a company's domain currently answers with (A, AAAA, MX, TXT, NS, CNAME), as the public internet sees them. Use before changing DNS, and to check whether a change has taken effect. This is a live lookup, not Lovie…
- `formation_purchase_formation` — PurchaseFormation places the CorpTools formation filing order: it claims the order atomically, adds the filing to the cart, and checks out with the stored payment method. Reviewer-only. Checkout moves money and is never retried once it s…
- `formation_purchase_registered_agent` — PurchaseRegisteredAgent triggers a CorpTools registered-agent purchase.
- `formation_record_election83b_filing` — RecordElection83bFiling records that the signed election was submitted to the IRS (postmark or online), with optional proof. Owner-scoped.
- `formation_record_entity_guidance_quiz` — Records the founder's answers to the three entity-choice questions — whether they expect to raise from investors, whether there is more than one owner, and whether this is their first company — and returns the entity type those answers p…
- `formation_suggest_naics_codes` — Ranks candidate 2022 NAICS industry codes for a formation from its business description. Returns SUGGESTIONS ONLY and changes nothing — always show the shortlist and have the person pick one. NAICS codes are two to six digits, not always…
- `formation_sweep_formation_order_status` — SweepFormationOrderStatus polls CorpTools for the status of in-flight formation orders and updates each formation. Intended for the scheduled sweep (in-process subcommand) and manual/dry-run admin triggering.
- `google_ads_metrics_get_google_ads_campaign_window` — GetGoogleAdsCampaignWindow aggregates each campaign over an arbitrary date range — the shape a charge is reconciled against. Distinct from the monthly list above, whose month key cannot describe a billing period that starts mid-month.
- `google_ads_metrics_get_list_google_ads_campaign_metrics` — List per-campaign monthly metrics for a company, with optional customer/campaign/month filtering and offset pagination.
- `insight_get_insight` — Get a single insight by id.
- `insight_get_savings_summary` — Summarize savings for a company: identified (OPEN impact), estimated (marked-done projections), and realized (verifier-confirmed), with a per-detector-type split.
- `invoice_get_invoice` — Returns one invoice by id with its line items, client, totals, due date and payment state. Read-only. Use this to answer questions about a specific invoice; to find its id, list the company's invoices first.
- `invoice_get_invoice_pdf_url` — GetInvoicePdfUrl returns a short-lived signed S3 URL for the rendered PDF.
- `invoice_get_list_invoices` — Lists a company's invoices, newest first, with client, amount, due date and status. Read-only and paginated. Filter by status to answer "what is unpaid" or "what is overdue".
- `invoice_settings_get_invoice_settings` — Returns a company's invoicing defaults: numbering, payment terms, currency, tax rate and the branding that appears on a rendered invoice. Read-only. Read this before creating an invoice if you need to know what the defaults will be.
- `itin_check_itin_eligibility` — Checks whether the user is likely eligible for an ITIN (guidance, not an IRS ruling). Someone with — or eligible for — an SSN cannot get an ITIN; a valid passport makes the process simplest. Ask the two questions conversationally and rel…
- `itin_get_itin_application` — Returns one ITIN application merged with the provider pipeline: who acts next, the identity-call booking link when scheduled, and the final outcome. Use this to answer 'any news on my ITIN?'.
- `itin_get_itin_mailing_instructions` — Returns where to mail the wet-signed W-7 package, the envelope checklist, and the case reference. Share when the pipeline reaches the mail step.
- `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 without an SSN. Quote this before offering the service; the price shown is exactly what checkout charges.
- `itin_list_itin_applications` — Lists the company's ITIN applications with status. Call this FIRST when the user asks about an ITIN — never ask them for an application id.
- `itin_list_itin_documents` — Lists the uploaded identity documents with review status and OCR feedback (blurry, expired, name mismatch). Relay any feedback and offer a fresh upload link before submitting for review.
- `itin_poll_itin_checkout` — Re-checks a pending ITIN payment against Stripe and settles it if paid. Use after the user says they completed checkout.
- `kyc_get_kyc_status` — GetKycStatus aggregates the user's inquiries into a single app-level KYC status. Safe to expose to agents.
- `list_accounts` — List the company's bank accounts with current balances. Read-only.
- `list_agents` — List the company's registered payment agents (assistants) with their autonomy envelopes (caps, allowed rails, status). Read-only.
- `list_send_recipients` — ListRecipients returns a company's registered destinations, optionally narrowed to one counterparty. One counterparty may have many recipients, so this is what a send-money picker enumerates. Company-scoped + membership-authorized. MCP-e…
- `meta_ads_metrics_get_meta_ads_campaign_window` — GetMetaAdsCampaignWindow aggregates each campaign over an arbitrary date range — the shape a charge is reconciled against.
- `notification_get_list_notifications` — GetListNotifications lists notifications for the caller with filtering and pagination
- `notification_get_notification` — GetNotification returns a single notification owned by the caller
- `payment_get_list_payments` — Lists payments a company has received, newest first, each with the invoice it was applied to. Read-only and paginated. Use this to answer "what has come in" or to reconcile an invoice against what was actually collected.
- `payment_get_payment` — Returns one payment received against an invoice, by id: amount, date, method and the invoice it was applied to. Read-only.
- `read_agent_spend` — Read an agent's settled spend broken down by counterparty and rail over an optional time window.
- `read_insights` — List the company's cost-intelligence insights (savings opportunities, spend anomalies) with status/type filtering and pagination. Read-only.
- `read_transactions` — List the company's transactions with filtering, sorting, and pagination. Read-only.
- `saved_view_get_default_saved_view` — GetDefaultSavedView returns the calling user's pinned default view for a datatable (empty when none is pinned)
- `saved_view_get_list_saved_views` — GetListSavedViews lists saved views with filtering and pagination
- `saved_view_get_saved_view` — GetSavedView retrieves a single saved view by ID
- `shopify_orders_get_shopify_payout_orders` — GetShopifyPayoutOrders lists the orders that make up a single payout, with the payout's authoritative gross/fees/net — the shape a deposit is reconciled against.
- `signature_get_consent_document` — GetConsentDocument returns the currently effective ESIGN consent version (or a specific historical version when id is provided).
- `signature_get_list_signature_envelopes` — Lists a company's signature envelopes with their status and signer progress. Read-only and paginated. Use this to answer "what is out for signature" or to find an envelope id.
- `signature_get_signature_envelope` — Returns one signature envelope by id: the documents in it, every signer, and who has signed so far. Read-only. Use this to answer "who still needs to sign" for a specific envelope.
- `signature_signing_status` — GetEnvelopeSigners lists an envelope's signers and their signing progress.
- `subscription_get_list_subscriptions` — List a company's detected recurring subscriptions — normalized vendor, monthly cost in cents, billing cadence, next expected charge and whether the price recently rose — filtered by lifecycle status, with offset pagination and a total co…
- `tik_tok_ads_metrics_get_tik_tok_ads_campaign_window` — GetTikTokAdsCampaignWindow aggregates each campaign over an arbitrary date range — the shape a charge is reconciled against.
- `trademark_draft_goods_services` — DraftGoodsServices drafts an identification for each claimed class in USPTO ID Manual register. Output is a draft for attorney review.
- `trademark_firm_acknowledge_handoff` — AcknowledgeHandoff records that the firm has taken the matter, optionally with the firm's own docket reference.
- `trademark_firm_get_handoff_package` — GetHandoffPackage returns the intake, the clearance record, and a short-lived presigned URL for the dossier PDF.
- `trademark_firm_list_pending_handoffs` — ListPendingHandoffs returns the packages awaiting this firm's attention.
- `trademark_firm_request_additional_info` — RequestAdditionalInfo asks the applicant for something missing, and notifies them.
- `trademark_get_application` — GetApplication returns one application with its classes and documents.
- `trademark_get_clearance_report` — GetClearanceReport returns a stored clearance snapshot.
- `trademark_get_list_applications` — GetListApplications lists a company's applications.
- `trademark_get_upload_url` — GetUploadURL returns a presigned S3 PUT URL for a specimen or logo. The URL is minted on demand and never persisted.
- `trademark_recommend_classes` — RecommendClasses decides which classes the applicant should claim and says why, citing what comparable businesses registered. This is the intake path: an applicant is not expected to know that accounting services and accounting software …
- `trademark_study_competitors` — StudyCompetitors reads those competitors' trademark prosecutions and reports what they had to change to register — the refusals they drew and the wording that survived. Writes nothing.
- `trademark_suggest_classes` — SuggestClasses proposes Nice classes by keyword-matching the business description. It is the offline fallback for RecommendClasses: no network, no reasoning, and it misses anything the keyword table does not name.
- `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. "expenses/meals-and-entertainment"). Writes user overrides that AI enrichment never overwrites and re-derives each bookkeeping jour…
- `transaction_categorize_transaction_by_account` — Book a transaction to a chart-of-accounts account by its full path (e.g. "expenses/software-and-subscriptions", "revenue/sales-revenue"). This is the account the amount posts to, so prefer it over transaction_categorize_transaction. Writ…
- `transaction_document_get_list_transaction_documents` — List transaction documents with filtering and pagination
- `transaction_get_categorization_rule` — Read one transaction categorization rule by id: which merchants, amounts or directions it matches, the chart-of-accounts account matching transactions are booked to, and its priority in the evaluation order. Read-only.
- `transaction_get_list_categorization_rules` — List a company's transaction categorization rules in the order they are evaluated (lowest priority number first; the first match wins). Each rule states which merchants, amounts or directions it matches and which chart-of-accounts accoun…
- `transaction_get_summary` — Aggregate transactions into P&L groups (income/expenses) by a given dimension
- `transaction_get_transaction` — Get a single transaction by ID or reference number
- `transaction_preview_categorization_rule` — Count how many existing transactions a categorization rule would match, without writing anything. Use this to check a rule before creating or applying it. The rule does not have to exist yet.
- `transaction_suggest_transaction_category` — Recommend a bookkeeping category for a transaction using the platform classifier agent. Returns ranked taxonomy option codes with confidence and a short rationale; writes nothing. Apply one with CategorizeTransaction.
- `user_get_user` — GetUser returns a single user by internal id or Clerk id
- `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 paginated. Use this to answer "what do we owe" or "what is due this week".
- `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-only. This is money out; an invoice is money in.
- `x_ads_metrics_get_x_ads_campaign_window` — GetXAdsCampaignWindow aggregates each campaign over an arbitrary date range — the shape a charge is reconciled against.
- `accounting_batch_set_excluded` — 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 from re-deriving it, so the amount leaves every report. Use…
- `accounting_close_period` — 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 month/quarter close, retained earnings for a fiscal-year clo…
- `accounting_create_schedule` — 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). Each period posts Dr debit_gl_account / Cr credit_gl_account…
- `accounting_preview_close` — PreviewClose computes the per-currency revenue/expense totals and the net income a close would roll, without writing anything, and reports what still blocks the close along with what closing carries with it. The blockers come from the fu…
- `accounting_preview_schedule` — PreviewSchedule computes the straight-line per-period split for the given amount and period count without persisting anything. Read-only.
- `accounting_reopen_period` — 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.
- `accounting_set_opening_balance` — 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, dated the day the books open. Without it the books differ fr…
- `accounting_upsert_journal_entry` — 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 amounts with the sign carried by side. Pick gl_account_id val…
- `approval_session_create_approval_session` — Opens a sensitive-action approval on the user's own trusted device: a push notification asks them to approve on their phone. Use before tools that demand an approval (the domain auth-code reveal, the trademark firm handoff, the ITIN subm…
- `banking_set_application_ein` — Files a company's employer identification number against a banking application. Nine digits, no separators. The whole number goes to the secret store and only its last four are recorded; the response returns nothing, and no tool reads th…
- `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 owner who has no SSN or ITIN. Record the document first (kind, issuing country, expiry, and the issuing state for a license) o…
- `banking_set_owner_tax_identifier` — Files one beneficial owner's Social Security Number or ITIN against a banking application. The whole number goes to the secret store and only its last four digits are recorded, which is all the response returns. Ask the person which of t…
- `banking_submit_banking_application` — SubmitBankingApplication freezes the application. It returns the blocking sections rather than a bare failure, so "submit is disabled" always comes with what is missing. Stays exposed — filling in and submitting an application is what an…
- `banking_suggest_industry_code` — Suggest NAICS industry classification codes from a plain-language description of what a business does. Returns each candidate code with its official title and the words that matched, best match first. Returns nothing when the description…
- `banking_update_banking_application` — UpdateBankingApplication takes a FieldMask. Every path in the mask also writes USER provenance, so correcting a carried-over value re-attributes it.
- `banking_upsert_beneficial_owner` — 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 recorded only by SetOwnerTaxIdentifier, after the whole identi…
- `cap_table_create_cap_table_agreement` — Records a non-SAFE agreement (option, RSU, RSA, FAST advisor agreement, board consent) against a company. Without signed_at it creates a draft and touches nothing else. SIGNED_AT IS NOT A DATE FIELD — it is a declaration that the documen…
- `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 to. Writes. It does not raise money or close anything: a new round starts OPEN and holds no capital until investors are added …
- `cap_table_create_cap_table_stakeholder` — Adds a stakeholder IDENTITY ONLY (name, type, email, metadata). Does NOT create any holding/security and will NOT appear in the investor pipeline. For anyone who will hold equity — an investor putting in capital, or a founder or employee…
- `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 key. Generation is idempotent: when the agreement already has a PDF this returns it unchanged. A signed or void agreement is refu…
- `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 given). It runs synchronously: when it returns, queued_count agreements have rendered and are ready to prepare for signature, an…
- `cap_table_generate_cap_table_summary_pdf` — 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 browser). Read-only.
- `cap_table_grant_safe_import_consent` — GrantSafeImportConsent records the company's consent at the current wording version. Required before an MCP-origin SaveCapTableImport.
- `cap_table_import_rsa` — Imports a signed Restricted Stock Purchase/Award Agreement (RSA) from an uploaded PDF and stores the document in S3. USE THIS (not ExtractRsaTermsOcr + CreateCapTableAgreement, and not RecordCapTableInvestment) whenever the user provides…
- `cap_table_import_safe` — Imports a SAFE from an uploaded SAFE PDF and stores the document in S3. USE THIS (not RecordCapTableInvestment) whenever the user provides or uploads a SAFE PDF file. Flow: (1) call GetOcrUploadUrl with kind=SAFE and mime_type=applicatio…
- `cap_table_preview_close_cap_table_round` — PreviewCloseCapTableRound runs the SAME engine as CloseCapTableRound but does NOT persist or close anything — no status change, no snapshot writes. This is the action for "preview", "what-if", or "estimate the close"; it never finalizes …
- `cap_table_set_cap_table_authorized_shares` — SetCapTableAuthorizedShares updates the company's authorized share ceiling (charter amendment must have been obtained before calling this). Owner-only.
- `cap_table_update_cap_table_agreement` — UpdateCapTableAgreement applies a full update (status/progress/timestamps).
- `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 unsent draft); the stored PDF is kept. Voiding a SAFE is refused with FAILED_PRECONDITION when the SAFE is signed, or when its…
- `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 open and closed: closing runs a conversion engine and has its own call, and reopening has another.
- `cap_table_update_cap_table_security` — UpdateCapTableSecurity applies a full update to a holding.
- `cap_table_update_cap_table_stakeholder` — Edits an EXISTING stakeholder's identity (name, type, email, metadata) by id. FULL REPLACE; type is effectively immutable. To ADD a new stakeholder use CreateCapTableStakeholder; for an investor contributing capital use RecordCapTableInv…
- `cap_table_update_my_stakeholder_name` — UpdateMyStakeholderName lets an investor correct the name the company holds for them — a misspelled name on a SAFE is the investor's to fix, and asking the founder to retype it was the only route. Scoped to the caller's own stakeholder r…
- `captable_send_safe_for_signature` — CreateSafeEnvelope opens a two-party SAFE signing envelope from cap-table-supplied data (the caller fetched it via company.GetSafeAgreement): it renders the signable SAFE PDF and inserts the company (order 1) + investor (order 2) signers…
- `card_create_card` — Issues a new virtual card at the card issuer, funded by a specific bank account. account_id is REQUIRED: set it to the id of the account the card should spend from — it must belong to the same company as params.company_id (get_list_accou…
- `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 — and interval chooses the window the limit resets over. The new limit replaces the old one outright, so this raises spending autho…
- `company_update_company` — 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 and principal address. Every field is left untouched when…
- `document_template_resolve_template` — Find the best template match for a natural-language document request. Returns the template slug and its field definitions to collect before DocumentService.CreateDocument.
- `documents_create_document` — Create a finished document for a company from a template slug and field values.
- `documents_create_from_user_template` — Create a finished document by filling a company user-uploaded template with collected field values. Does not modify the original upload.
- `documents_resolve_template_prefill` — Resolve a template's company auto-fill values before collecting anything from the founder: returns the field values the server already knows for this company, so only the remaining fields need to be asked for.
- `documents_set_default_saved_signature` — SetDefaultSavedSignature marks one of the caller's signatures as the default, unsetting any prior default (single default per user per company). Exposed because ListSavedSignatures already is: the agent could name a founder's signatures …
- `documents_update_document` — Rename a stored document by updating its title. Company-scoped: only the owning company's members may rename.
- `equity_onboarding_submit` — Finishes the intake and records the company's proof of formation. A refusal is a normal answer, not a failure: it names the sections still blocking and, for a section no tool can clear, the URL where a person finishes it. Read that back …
- `equity_onboarding_update` — Records the company facts the intake asks for: legal name, entity type, the state (or, for a non-US company, the country) it was incorporated in, the formation date, the company's own address (and registered_address_source NEED_ASSISTANC…
- `formation_add_shareholder` — AddShareholder adds a shareholder or LLC member
- `formation_approve_certificate` — Records the user's approval of the reviewed formation details (the certificate checkpoint). This only records approval — it files NOTHING with any state and charges NOTHING, so it is always safe to call, including during testing; never r…
- `formation_confirm_cohort_deal_terms` — Record that the founder confirms the starter investment terms their accelerator offered, as shown on their formation. Idempotent. This records agreement only — it does not create a security, change a cap table, or move money.
- `formation_create_domain_checkout` — Starts a PAID domain purchase for the company: quotes the live registrar price plus Lovie's margin and returns a Stripe Checkout URL — give it to the user, payment happens on the Stripe page. Companies still eligible for their included f…
- `formation_create_formation` — CreateFormation creates a formation with full data (MCP/bulk use case). A request whose shareholders carry ssn_last4 is refused with INVALID_ARGUMENT and writes nothing: those four digits are recorded only by SetShareholderTaxIdentifier,…
- `formation_generate_certificate` — Prepares the Certificate of Formation/Incorporation as a review checkpoint before filing. This is a confirmation step, NOT a downloadable document — the official, state-issued certificate is produced only after payment and state filing, …
- `formation_save_cap_table_import` — SaveCapTableImport replaces the formation's shareholders with the imported, founder-edited list. A request whose shareholders carry ssn_last4 is refused with INVALID_ARGUMENT and writes nothing — the existing roster is left exactly as it…
- `formation_send_formation_email` — SendFormationEmail dispatches a formation lifecycle email via SendGrid.
- `formation_set_banking_intent` — Records whether the founder wants a business bank account opened once their EIN arrives, plus a card preference, where cards should be sent, and roughly what they expect to spend each month. This records an intention ONLY — it opens no a…
- `formation_set_company_address` — Sets the company's business address. Always present the user with BOTH options: pass source = ADDRESS_SOURCE_OWN with their own address, which may be anywhere in the world, or source = ADDRESS_SOURCE_NEED_ASSISTANCE to give them Lovie's …
- `formation_set_company_name` — Sets the company name and returns its parts: base_name, entity_ending, and the derived full_name (base + ending). Set the entity ending first with formation_set_entity_ending. After setting the name, call formation_check_name to verify a…
- `formation_set_company_setup_details` — Records a formation's alternate name, business purpose, company stage and Delaware filing speed. Any field left out is unchanged rather than cleared.
- `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 — never send ENTITY_TYPE_UNSPECIFIED. Returns warnings the user must acknowledge before proceeding.
- `formation_set_domain_dns_records` — Adds DNS records (A, AAAA, CNAME, CAA, MX, TXT, NS) to a domain the company purchased through Lovie and applies them at the registrar — no registrar login needed. Use when the founder wants to point their domain at a website host or set …
- `formation_set_election83b` — SetElection83b persists the 83(b) election snapshot on the formation. Owner-scoped; called after PDF generation + signature envelope creation.
- `formation_set_entity_ending` — Sets the company's legal entity ending — the suffix that appears in the full legal name (e.g. "Inc.", "Corporation", "Co." for a C-Corp; "LLC", "L.L.C." for an LLC). Use one of the valid endings returned by formation_set_company_type. Se…
- `formation_set_founder_profile` — Records who the founder is — their name, contact details and where they are based — on a formation. A Social Security Number or ITIN is optional here: ask for it only if the person offers, pass it once, and never read it back. The respon…
- `formation_set_registered_agent` — Sets the registered agent for the formation. Pass use_default = true to use Lovie's included registered agent (recommended for most founders), or use_default = false with an agent to supply a custom one.
- `formation_set_selected_domain` — Sets the founder's chosen domain on the formation. Pass an empty string to clear the selection. Domain registration only requires payment, NOT state approval: for a paid formation the domain is claimable immediately — tell the founder to…
- `formation_set_share_structure` — Sets the C-Corp share structure and returns the resulting total authorized capital. Pass use_default = true for the standard startup setup (10,000,000 shares at $0.0001 par), or use_default = false with authorized_shares and par_value fo…
- `formation_set_shareholder_tax_identifier` — Files one shareholder's Social Security Number or ITIN against a formation. The whole number goes to the secret store and only its last four digits are recorded, which is all the response returns. Ask the person for it directly, pass it …
- `formation_set_signatory` — SetAuthorizedParty sets the authorized signatory for formation documents
- `formation_set_state` — Sets the formation's state of formation. Every US state and DC is supported — pass the two-letter code (e.g. "TX", "DE", "WY"). Returns the entity types available for that state.
- `formation_set_team_equity` — Sets the founding team's ownership split and vesting. Ownership must total exactly 100%. Existing people are matched by id and only the stated fields change. Invitations that fail to send are reported in the response and never block the …
- `formation_submit_ein_filing_info` — Collects and saves EIN (SS-4) filing information after the company is filed with the state. First ask whether the user has an SSN or ITIN; if they do not, set no_ssn and skip it — the EIN then takes ~45 business days via paper filing. Co…
- `formation_update_formation` — UpdateFormation applies a FieldMask-scoped patch to a formation. The caller supplies update_mask.paths to select the fields to replace. The roster is not patchable here — use AddShareholder, UpdateShareholder or RemoveShareholder. A patc…
- `formation_update_shareholder` — Corrects one owner on a formation — their name, contact details, ownership percentage, role or address. Once the filing is under way no tool can change a formation's owners through an assistant: ask the person to correct contact details …
- `itin_create_itin_checkout` — Starts an ITIN purchase: creates the application and returns a Stripe Checkout URL. Give the URL to the user — payment always happens on the secure Stripe page, never in chat. Requires the user to have passed identity verification (KYC);…
- `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). Chat cannot receive files — always hand the user this link.
- `itin_mark_itin_documents_mailed` — Records that the user mailed their signed W-7 package; include the courier tracking number so the team can watch for arrival.
- `itin_save_itin_intake_draft` — Persists partial W-7 intake answers while collecting them conversationally, so nothing is lost between sessions. Overwrites the previous draft — send everything gathered so far.
- `itin_submit_itin_for_review` — Hands the case to the provider's review team once identity documents are on file. A legible passport that matches the intake auto-verifies straight to the video-call booking step.
- `itin_submit_itin_intake` — Submits the confirmed W-7 intake and pushes the application to the processing partner. Only call after showing the user a full summary and getting explicit confirmation. Requires a trusted-device approval: open one with identity's create…
- `signature_create_envelope` — Open a multi-signer signature envelope over an existing company document. Name the document with source_company_id + source_document_id and the service resolves its storage location and content hash itself - do not supply document_s3_buc…
- `signature_resend_signer_invite` — ResendSignerInvite rotates a signer's token and re-emails the signing link to the persisted signer email. Founder-gated. Exposed. The earlier reason for holding it closed — "mints a token" — did not describe the risk: ResendSignerInviteR…
- `trademark_attach_document` — AttachDocument records an uploaded file against the application.
- `trademark_firm_update_handoff_status` — UpdateHandoffStatus advances the handoff through the firm's workflow.
- `trademark_generate_package` — GeneratePackage renders the handoff dossier for the reviewing attorney.
- `trademark_set_classes` — SetClasses replaces the claimed Nice classes.
- `trademark_set_competitors` — SetCompetitors records the competitors the applicant named.
- `trademark_set_goods_services` — SetGoodsServices records the confirmed identification per class.
- `trademark_set_mark` — SetMark records the mark itself and what the applicant sells.
- `trademark_set_owner` — SetOwner records the owner of record for the application.
- `trademark_set_use_dates` — SetUseDates records first-use dates and the filing basis per class.
- `trademark_submit_to_firm` — SubmitToFirm delivers the package to a partner firm.
- `transaction_apply_categorization_rule` — Apply an existing categorization rule to the company's transaction history, booking every match to the rule's account. Writes user overrides that AI enrichment never overwrites and re-derives each bookkeeping journal entry. Preview first…
- `transaction_batch_categorize_transactions` — Set the same category on up to 500 transactions in one call by taxonomy option code (e.g. "ai-products", "meals"). Applies the sign-appropriate detail field and the umbrella category per transaction, writes user overrides that AI enrichm…
- `transaction_categorize_transaction` — Set a transaction's category by taxonomy option code (e.g. "ai-products", "meals", "cloud-hosting"). Applies to the sign-appropriate detail field (income vs expense) and the umbrella category automatically. Writes a user override that AI…
- `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. Marking it paid is a separate call.
- `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 money is assumed to have moved already, by whatever means.

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## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

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Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=lovieco-lovie-company-formation-mcp-npx · API: https://policylayer.com/registry/api · Recommended policies for every tool: https://policylayer.com/policies/lovieco-lovie-company-formation-mcp-npx