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_percentage, shares, effective_date, vesting_total_months, vesting_cli...
This record as markdown: /tools/lovieco-lovie-company-formation-mcp-npx/formation-extract-fast-terms-ocr.md
What formation_extract_fast_terms_ocr does on Lovie Company Formation MCP
AI agents call formation_extract_fast_terms_ocr to retrieve information from Lovie Company Formation MCP without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
agentCode | string | — | |
companyId | object | Yes | UUID value wrapper. |
sourceS3Uri | string | — |
Parameters from the server's own tool schema.
Why formation_extract_fast_terms_ocr is rated Low
Even though formation_extract_fast_terms_ocr only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.
Attacks that exploit this kind of access
The rule that runs formation_extract_fast_terms_ocr safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Lovie Company Formation MCP, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For formation_extract_fast_terms_ocr, this is the rule to start with:
formation_extract_fast_terms_ocr is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Lovie Company Formation MCP, apply this rule, and every formation_extract_fast_terms_ocr call is checked against it from then on.
Questions about 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_percentage, shares, effective_date, vesting_total_months, vesting_cliff_months, vesting_frequency, signed, signature_date and governing_law — WITHOUT persisting anything. Empty string / 0 / false means the value was not stated in the document; never fabricate one. A vesting_cliff_months of 0 is a real answer, not a missing one: a FAST that says "Cliff: None" has no cliff. Flow: first call GetOcrUploadURL with kind=FAST and upload the PDF, then call this tool with the returned source_s3_uri. To persist the grant, pass the extracted terms and the SAME source_s3_uri to CreateCapTableAgreement with type=CAP_TABLE_AGREEMENT_TYPE_FAST — preserve the vesting fields, do not drop them. It is categorised as a Read tool in the Lovie Company Formation MCP MCP Server, which means it retrieves data without modifying state.
formation_extract_fast_terms_ocr accepts 3 parameters: agentCode, companyId, sourceS3Uri. Required: companyId. The full parameter table on this page comes from the server's own tool schema.
Register the Lovie Company Formation MCP server in PolicyLayer and add a rule for formation_extract_fast_terms_ocr: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Lovie Company Formation MCP. Nothing to install.
formation_extract_fast_terms_ocr is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the formation_extract_fast_terms_ocr rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for formation_extract_fast_terms_ocr. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
formation_extract_fast_terms_ocr is provided by the Lovie Company Formation MCP server (lovie). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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