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 investment first, with exactly these fields in this order: inves...
This record as markdown: /tools/lovieco-lovie-company-formation-mcp-npx/formation-extract-safe-terms.md
What formation_extract_safe_terms does on Lovie Company Formation MCP
AI agents call formation_extract_safe_terms 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 |
|---|---|---|---|
formationId | object | Yes | UUID value wrapper. |
sourceS3Uri | string | — |
Parameters from the server's own tool schema.
Why formation_extract_safe_terms is rated Low
Even though formation_extract_safe_terms 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.
Risk signalsBulk/mass operation — affects multiple targets
Attacks that exploit this kind of access
The rule that runs formation_extract_safe_terms 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_safe_terms, this is the rule to start with:
formation_extract_safe_terms 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_safe_terms call is checked against it from then on.
Questions about 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 investment first, with exactly these fields in this order: investor name, investment amount, valuation cap, discount, post-money or pre-money, date, and which existing stakeholder it will be matched to (or that a new one will be created). Then state the effect on the cap table as three figures — stakeholders, SAFEs and SAFE capital now, what this import adds, and the totals after — and ask the user to confirm. Report the confidence score and every warning verbatim in plain language rather than as codes. Two things block the import until the user resolves them: a missing date (ask for it; a SAFE is never imported without one) and a company name on the document that differs from the company being imported into (say both names and ask the user to confirm it belongs here). This is the same review the web upload screen performs, so keep the wording and order identical. 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_safe_terms accepts 2 parameters: formationId, sourceS3Uri. Required: formationId. 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_safe_terms: 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_safe_terms 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_safe_terms 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_safe_terms. 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_safe_terms 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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