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TheCorporation TheCorporation Docs

MCP Tools Reference

Generated from @thecorporation/corp-tools.

Found 12 consolidated MCP tools with action-based dispatch.

workspace

Section titled “workspace”

Workspace-level queries. Actions: status (get workspace summary), list_entities (list all entities), obligations (list obligations, optional tier filter), billing (get billing status and plans), checkout (create Stripe checkout URL — requires plan_id), portal (get Stripe billing portal URL for managing subscription).

Actions: status, list_entities, obligations, billing, checkout, portal

Parameters

  • action — string, required (status, list_entities, obligations, billing, checkout, portal)
  • tier — string, optional — obligations: filter by urgency tier
  • plan_id — string, optional — checkout: plan to subscribe to (pro, enterprise)

entity

Section titled “entity”

Entity reads and lifecycle. Actions: get_cap_table (entity_id), list_documents (entity_id), list_safe_notes (entity_id), form (entity_type + entity_name + jurisdiction + members — legacy one-shot formation), create (entity_type + entity_name + optional registered agent and company metadata — step 1 of staged formation), add_founder (entity_id + name + email + role + ownership_pct + optional founder address/officer data — step 2), finalize (entity_id + optional registered agent/company/share metadata — step 3, generates docs + cap table), convert (entity_id + target_type), dissolve (entity_id + reason).

Actions: get_cap_table, list_documents, list_safe_notes, form, create, add_founder, finalize, convert, dissolve

Parameters

  • action — string, required (get_cap_table, list_documents, list_safe_notes, form, create, add_founder, finalize, convert, dissolve)
  • entity_id — string, optional
  • entity_type — string, optional
  • entity_name — string, optional
  • jurisdiction — string, optional — e.g. US-DE, US-WY. Defaults to US-WY for LLC, US-DE for corporation.
  • registered_agent_name — string, optional — create/finalize: registered agent legal name
  • registered_agent_address — string, optional — create/finalize: registered agent street/city/state/zip line
  • formation_date — string, optional — create/finalize/form: RFC3339 or YYYY-MM-DD formation date
  • fiscal_year_end — string, optional — create/finalize/form: fiscal year end e.g. ‘12-31’
  • s_corp_election — boolean, optional — create/finalize/form: elect S-Corp tax treatment
  • transfer_restrictions — boolean, optional — create/finalize/form: include transfer restrictions in bylaws (corp)
  • right_of_first_refusal — boolean, optional — create/finalize/form: include ROFR in bylaws (corp)
  • authorized_shares — integer, optional — finalize: authorized shares for corporations
  • par_value — string, optional — finalize: par value per share, e.g. 0.0001
  • incorporator_name — string, optional — finalize: incorporator legal name (overrides founder)
  • incorporator_address — string, optional — finalize: incorporator mailing address (overrides founder)
  • company_address — object, optional
  • members — array, optional — form: founding members array
  • name — string, optional — add_founder: full legal name
  • email — string, optional — add_founder: email address
  • role — string, optional — add_founder: role
  • ownership_pct — number, optional — add_founder: ownership percentage (e.g. 50 for 50%)
  • officer_title — string, optional — add_founder: officer title (corp only)
  • is_incorporator — boolean, optional — add_founder: is sole incorporator (corp only)
  • address — object, optional — add_founder: founder mailing address
  • target_type — string, optional — convert: target entity type
  • new_jurisdiction — string, optional — convert: target jurisdiction
  • reason — string, optional — dissolve: dissolution reason
  • effective_date — string, optional — dissolve: effective date

equity

Section titled “equity”

Equity and cap table operations. Actions: start_round (entity_id + name + issuer_legal_entity_id — step 1), add_security (round_id + instrument_id + quantity + recipient_name — step 2), issue_round (round_id + optional meeting_id/resolution_id — step 3, closes round), issue (entity_id + grant_type + shares + recipient_name + optional instrument_id/meeting_id/resolution_id — single grant with instrument-kind validation), issue_safe (entity_id + investor_name + principal_amount_cents + safe_type + optional meeting_id/resolution_id), transfer (entity_id + from_holder + to_holder + shares + skip_governance_review=true — bypasses governance), distribution (entity_id + total_amount_cents).

Actions: start_round, add_security, issue_round, issue, issue_safe, transfer, distribution

Parameters

  • action — string, required (start_round, add_security, issue_round, issue, issue_safe, transfer, distribution)
  • entity_id — string, optional
  • name — string, optional — start_round: round name (e.g. ‘Seed Round’)
  • issuer_legal_entity_id — string, optional — start_round: from cap table
  • pre_money_cents — integer, optional — start_round: pre-money valuation in cents
  • round_price_cents — integer, optional — start_round: price per share in cents
  • target_raise_cents — integer, optional — start_round: target raise in cents
  • round_id — string, optional — add_security/issue_round: round ID
  • instrument_id — string, optional — add_security: instrument ID from cap table
  • quantity — integer, optional — add_security: number of shares/units
  • recipient_name — string, optional — add_security/issue: recipient name
  • holder_id — string, optional — add_security: existing holder ID
  • email — string, optional — add_security: recipient email
  • principal_cents — integer, optional — add_security: investment amount in cents
  • grant_type — string, optional — issue/add_security: e.g. common, preferred, option
  • shares — integer, optional — issue/transfer: number of shares
  • vesting_schedule — string, optional — issue: vesting schedule
  • meeting_id — string, optional — issue/issue_round/issue_safe: governing meeting ID when board approval is required
  • resolution_id — string, optional — issue/issue_round/issue_safe: passed resolution ID when board approval is required
  • investor_name — string, optional — issue_safe: investor name
  • principal_amount_cents — integer, optional — issue_safe: principal in cents
  • safe_type — string, optional — issue_safe: SAFE type
  • valuation_cap_cents — integer, optional — issue_safe: valuation cap in cents
  • from_holder — string, optional — transfer: source holder
  • to_holder — string, optional — transfer: destination holder
  • share_class_id — string, optional — transfer: share class
  • transfer_type — string, optional — transfer: transfer type
  • skip_governance_review — boolean, optional — transfer: must be true to confirm bypassing governance
  • total_amount_cents — integer, optional — distribution: total amount in cents
  • distribution_type — string, optional — distribution: type
  • description — string, optional — distribution: description (required)

valuation

Section titled “valuation”

Valuation lifecycle. Actions: create (entity_id + valuation_type + effective_date + methodology → Draft), submit (entity_id + valuation_id → PendingApproval, auto-creates board agenda item), approve (entity_id + valuation_id + optional resolution_id → Approved, auto-supersedes previous 409A).

Actions: create, submit, approve

Parameters

  • action — string, required (create, submit, approve)
  • entity_id — string, optional
  • valuation_id — string, optional — submit/approve: valuation ID
  • valuation_type — string, optional — create: valuation type
  • effective_date — string, optional — create: effective date (ISO 8601)
  • methodology — string, optional — create: valuation methodology
  • fmv_per_share_cents — integer, optional — create: FMV per share in cents
  • enterprise_value_cents — integer, optional — create: enterprise value in cents
  • hurdle_amount_cents — integer, optional — create: hurdle amount in cents
  • provider_contact_id — string, optional — create: valuation provider contact ID
  • report_document_id — string, optional — create: valuation report document ID
  • resolution_id — string, optional — approve: resolution ID from board vote

meeting

Section titled “meeting”

Governance meeting lifecycle. Actions: schedule (entity_id + body_id + meeting_type + title), notice (entity_id + meeting_id — Draft→Noticed), convene (entity_id + meeting_id + present_seat_ids — quorum check), vote (entity_id + meeting_id + agenda_item_id + voter_id + vote_value), resolve (entity_id + meeting_id + agenda_item_id + resolution_text — tally votes), finalize_item (entity_id + meeting_id + agenda_item_id + status), adjourn (entity_id + meeting_id), cancel (entity_id + meeting_id), consent (entity_id + body_id + title + description — written consent, no meeting), attach_document (entity_id + meeting_id + resolution_id + document_id), list_items (entity_id + meeting_id), list_votes (entity_id + meeting_id + agenda_item_id).

Actions: schedule, notice, convene, vote, resolve, finalize_item, adjourn, cancel, consent, attach_document, list_items, list_votes

Parameters

  • action — string, required (schedule, notice, convene, vote, resolve, finalize_item, adjourn, cancel, consent, attach_document, list_items, list_votes)
  • entity_id — string, optional
  • meeting_id — string, optional
  • body_id — string, optional — schedule/consent: governance body ID
  • meeting_type — string, optional — schedule: meeting type
  • title — string, optional — schedule/consent: meeting title
  • description — string, optional — consent: description
  • scheduled_date — string, optional — schedule: date (ISO 8601)
  • agenda_item_titles — array, optional — schedule: agenda items
  • present_seat_ids — array, optional — convene: seat IDs present
  • agenda_item_id — string, optional — vote/resolve/finalize_item/list_votes: agenda item ID
  • voter_id — string, optional — vote: voter seat ID
  • vote_value — string, optional — vote: for, against, abstain, or recusal
  • resolution_text — string, optional — resolve: resolution text
  • effective_date — string, optional — resolve: optional effective date
  • status — string, optional — finalize_item: voted, discussed, tabled, or withdrawn
  • resolution_id — string, optional — attach_document: resolution ID
  • document_id — string, optional — attach_document: document ID

finance

Section titled “finance”

Financial operations. Actions: create_invoice (entity_id + customer_name + amount_cents + description + due_date), run_payroll (entity_id + pay_period_start + pay_period_end), submit_payment (entity_id + amount_cents + recipient), open_bank_account (entity_id + bank_name), reconcile (entity_id + start_date + end_date).

Actions: create_invoice, run_payroll, submit_payment, open_bank_account, reconcile

Parameters

  • action — string, required (create_invoice, run_payroll, submit_payment, open_bank_account, reconcile)
  • entity_id — string, optional
  • customer_name — string, optional — create_invoice: customer name
  • amount_cents — integer, optional — create_invoice/submit_payment: amount in cents
  • description — string, optional — create_invoice/submit_payment: description
  • due_date — string, optional — create_invoice: due date
  • pay_period_start — string, optional — run_payroll: start date
  • pay_period_end — string, optional — run_payroll: end date
  • recipient — string, optional — submit_payment: recipient
  • bank_name — string, optional — open_bank_account: bank name (e.g. Mercury, SVB)
  • start_date — string, optional — reconcile: start date
  • end_date — string, optional — reconcile: end date

compliance

Section titled “compliance”

Compliance and legal operations. Actions: file_tax (entity_id + document_type + tax_year), track_deadline (entity_id + deadline_type + due_date + description), classify_contractor (entity_id + contractor_name + state + hours_per_week), generate_contract (entity_id + template_type + counterparty_name, optional effective_date).

Actions: file_tax, track_deadline, classify_contractor, generate_contract

Parameters

  • action — string, required (file_tax, track_deadline, classify_contractor, generate_contract)
  • entity_id — string, optional
  • document_type — string, optional — file_tax: tax document type
  • tax_year — integer, optional — file_tax: tax year
  • deadline_type — string, optional — track_deadline: deadline type
  • due_date — string, optional — track_deadline: due date
  • description — string, optional — track_deadline: description
  • recurrence — string, optional — track_deadline: recurrence
  • contractor_name — string, optional — classify_contractor: contractor name
  • state — string, optional — classify_contractor: state
  • hours_per_week — integer, optional — classify_contractor: hours/week
  • exclusive_client — boolean, optional — classify_contractor: exclusive?
  • duration_months — integer, optional — classify_contractor: duration
  • provides_tools — boolean, optional — classify_contractor: provides own tools?
  • template_type — string, optional — generate_contract: template type
  • counterparty_name — string, optional — generate_contract: counterparty name
  • effective_date — string, optional — generate_contract: effective date (ISO 8601, defaults to today)
  • parameters — object, optional — generate_contract: additional template parameters

document

Section titled “document”

Document access, signing, and preview. Actions: signing_link (entity_id + document_id — get signing link with token for a document), signer_link (obligation_id — generate signing link for a human obligation), download_link (document_id — get download link), preview_pdf (entity_id + document_id — preview a governance document as PDF without requiring a saved document).

Actions: signing_link, signer_link, download_link, preview_pdf

Parameters

  • action — string, required (signing_link, signer_link, download_link, preview_pdf)
  • document_id — string, optional — signing_link/download_link/preview_pdf: document ID (or AST definition ID for preview_pdf)
  • obligation_id — string, optional — signer_link: obligation ID
  • entity_id — string, optional — signing_link/preview_pdf: entity ID (required)

checklist

Section titled “checklist”

Workspace progress checklist. Actions: get (retrieve current checklist), update (checklist — set checklist content in markdown checkbox format).

Actions: get, update

Parameters

  • action — string, required (get, update)
  • checklist — string, optional — update: markdown checklist content

work_item

Section titled “work_item”

Long-term work item coordination stored in entity repos. Agents claim items with TTL, complete them, or release/cancel. Actions: list (entity_id, optional status filter), get (entity_id + work_item_id), create (entity_id + title + category + optional deadline/asap/description/metadata/created_by), claim (entity_id + work_item_id + claimed_by + optional ttl_seconds), complete (entity_id + work_item_id + completed_by + optional result), release (entity_id + work_item_id — release a claim), cancel (entity_id + work_item_id).

Actions: list, get, create, claim, complete, release, cancel

Parameters

  • action — string, required (list, get, create, claim, complete, release, cancel)
  • entity_id — string, optional — All actions: entity ID
  • work_item_id — string, optional — get/claim/complete/release/cancel: work item ID
  • title — string, optional — create: work item title
  • category — string, optional — create/list: work item category
  • description — string, optional — create: work item description
  • deadline — string, optional — create: deadline date (YYYY-MM-DD)
  • asap — boolean, optional — create: mark as ASAP priority
  • metadata — object, optional — create: arbitrary metadata
  • created_by — string, optional — create: creator identifier
  • claimed_by — string, optional — claim: agent or user identifier
  • ttl_seconds — integer, optional — claim: auto-release TTL in seconds
  • completed_by — string, optional — complete: agent or user identifier
  • result — string, optional — complete: completion result/notes
  • status — string, optional — list: filter by effective status

agent

Section titled “agent”

Agent management. Agents are for delegating recurring tasks — NOT for research or one-off questions. Requires a paid plan. Actions: list (list all agents), create (name + system_prompt), message (agent_id + message), update (agent_id + optional status), add_skill (agent_id + name + description).

Actions: list, create, message, update, add_skill

Parameters

  • action — string, required (list, create, message, update, add_skill)
  • agent_id — string, optional — message/update/add_skill: agent ID
  • name — string, optional — create: agent name; add_skill: skill name
  • system_prompt — string, optional — create: agent system prompt
  • model — string, optional — create: model name
  • message — string, optional — message: message text
  • status — string, optional — update: new status
  • description — string, optional — add_skill: skill description
  • parameters — object, optional — add_skill: skill parameters schema

feedback

Section titled “feedback”

Submit feedback to TheCorporation. Logs the feedback and optionally emails a copy to the submitter.

Parameters

  • message — string, required — Feedback message
  • category — string, optional — Category (e.g. bug, feature, general)
  • email — string, optional — Submitter email to receive a copy