@lovie-ai/formation-mcp-server 1.0.18 → 1.0.19

package/dist/mcp/tools/stakeholders.js

@@ -102,7 +102,7 @@ const handleFormationSetRegisteredAgent = async (args, store) => {
 // T025: formation_set_share_structure tool
 exports.formationSetShareStructureTool = {
     name: 'formation_set_share_structure',
-    description: 'Set the share structure for corporations (C-Corp or S-Corp). Not applicable for LLCs.',
+    description: 'Set the share structure for C-Corp. Not applicable for LLCs. IMPORTANT: For C-Corp, this must be confirmed before proceeding to shareholders.',
     inputSchema: {
         type: 'object',
         properties: {
@@ -176,7 +176,7 @@ const handleFormationSetShareStructure = async (args, store) => {
 // T026: formation_add_shareholder tool
 exports.formationAddShareholderTool = {
     name: 'formation_add_shareholder',
-    description: 'Add a shareholder (for corps) or member (for LLCs) to the company. Can be called multiple times.',
+    description: 'Add a shareholder (for corps) or member (for LLCs) to the company. Can be called multiple times. IMPORTANT: Collect the full address for each shareholder/member.',
     inputSchema: {
         type: 'object',
         properties: {
@@ -184,22 +184,31 @@ exports.formationAddShareholderTool = {
             shareholder: {
                 type: 'object',
                 properties: {
-                    firstName: { type: 'string', minLength: 1 },
-                    lastName: { type: 'string', minLength: 1 },
-                    email: { type: 'string', format: 'email' },
-                    phone: { type: 'string' },
-                    ownershipPercentage: { type: 'number', minimum: 0.01, maximum: 100 },
+                    firstName: { type: 'string', minLength: 1, description: 'First name' },
+                    lastName: { type: 'string', minLength: 1, description: 'Last name' },
+                    email: { type: 'string', format: 'email', description: 'Email address' },
+                    phone: { type: 'string', description: 'Phone number (e.g., +1-555-123-4567)' },
+                    ownershipPercentage: { type: 'number', minimum: 0.01, maximum: 100, description: 'Ownership percentage (0.01 to 100)' },
+                    role: {
+                        type: 'string',
+                        enum: ['member', 'managing_member', 'shareholder', 'director', 'officer'],
+                        description: 'Role in the company: "member" or "managing_member" for LLCs, "shareholder", "director", or "officer" for Corps',
+                    },
                     address: {
                         type: 'object',
+                        description: 'Full mailing address of the shareholder/member',
                         properties: {
-                            street1: { type: 'string' },
-                            city: { type: 'string' },
-                            state: { type: 'string' },
-                            zipCode: { type: 'string' },
+                            street1: { type: 'string', description: 'Street address line 1' },
+                            street2: { type: 'string', description: 'Street address line 2 (apt, suite, etc.) - optional' },
+                            city: { type: 'string', description: 'City' },
+                            state: { type: 'string', description: 'State code (e.g., CA, NY, TX)' },
+                            zipCode: { type: 'string', description: 'ZIP code' },
+                            country: { type: 'string', default: 'US', description: 'Country code (default: US)' },
                         },
+                        required: ['street1', 'city', 'state', 'zipCode'],
                     },
                 },
-                required: ['firstName', 'lastName', 'email', 'ownershipPercentage'],
+                required: ['firstName', 'lastName', 'email', 'ownershipPercentage', 'address'],
             },
         },
         required: ['sessionId', 'shareholder'],
@@ -209,6 +218,8 @@ const handleFormationAddShareholder = async (args, store) => {
     const sessionId = args.sessionId;
     const shareholderInput = args.shareholder;
     const session = await (0, session_1.loadSession)(sessionId, store);
+    const isLLC = session.companyDetails?.companyType === 'LLC';
+    const ownerType = isLLC ? 'member' : 'shareholder';
     // Validate required fields
     if (!shareholderInput.firstName)
         throw (0, errors_1.requiredFieldError)('shareholder.firstName');
@@ -218,6 +229,18 @@ const handleFormationAddShareholder = async (args, store) => {
         throw (0, errors_1.requiredFieldError)('shareholder.email');
     if (shareholderInput.ownershipPercentage === undefined)
         throw (0, errors_1.requiredFieldError)('shareholder.ownershipPercentage');
+    // Validate address is provided
+    if (!shareholderInput.address) {
+        throw (0, errors_1.requiredFieldError)('shareholder.address');
+    }
+    if (!shareholderInput.address.street1)
+        throw (0, errors_1.requiredFieldError)('shareholder.address.street1');
+    if (!shareholderInput.address.city)
+        throw (0, errors_1.requiredFieldError)('shareholder.address.city');
+    if (!shareholderInput.address.state)
+        throw (0, errors_1.requiredFieldError)('shareholder.address.state');
+    if (!shareholderInput.address.zipCode)
+        throw (0, errors_1.requiredFieldError)('shareholder.address.zipCode');
     // Validate email
     const emailResult = (0, validation_1.safeValidateInput)(validation_1.emailSchema, shareholderInput.email);
     if (!emailResult.success) {
@@ -227,6 +250,16 @@ const handleFormationAddShareholder = async (args, store) => {
     if (shareholderInput.ownershipPercentage < 0.01 || shareholderInput.ownershipPercentage > 100) {
         throw (0, errors_1.validationError)('shareholder.ownershipPercentage', 'Must be between 0.01% and 100%');
     }
+    // Validate role if provided
+    const validRoles = ['member', 'managing_member', 'shareholder', 'director', 'officer'];
+    if (shareholderInput.role && !validRoles.includes(shareholderInput.role)) {
+        throw (0, errors_1.validationError)('shareholder.role', `Invalid role. Valid options: ${validRoles.join(', ')}`);
+    }
+    // Determine default role based on company type
+    let role = shareholderInput.role;
+    if (!role) {
+        role = isLLC ? 'member' : 'shareholder';
+    }
     const shareholder = {
         id: (0, uuid_1.v4)(),
         firstName: shareholderInput.firstName,
@@ -234,7 +267,15 @@ const handleFormationAddShareholder = async (args, store) => {
         email: shareholderInput.email,
         phone: shareholderInput.phone,
         ownershipPercentage: shareholderInput.ownershipPercentage,
-        address: shareholderInput.address,
+        role,
+        address: {
+            street1: shareholderInput.address.street1,
+            street2: shareholderInput.address.street2 || null,
+            city: shareholderInput.address.city,
+            state: shareholderInput.address.state,
+            zipCode: shareholderInput.address.zipCode,
+            country: shareholderInput.address.country || 'US',
+        },
     };
     session.shareholders.push(shareholder);
     // Calculate total ownership
@@ -242,15 +283,15 @@ const handleFormationAddShareholder = async (args, store) => {
     const ownershipCheck = (0, validation_1.validateTotalOwnership)(percentages);
     session.currentStep = types_1.FormationStep.SHAREHOLDERS_ADDED;
     await store.save(session);
-    const ownerType = session.companyDetails?.companyType === 'LLC' ? 'member' : 'shareholder';
     return {
         success: true,
         shareholderId: shareholder.id,
         shareholders: session.shareholders.map(s => ({
             id: s.id,
-            firstName: s.firstName,
-            lastName: s.lastName,
+            name: `${s.firstName} ${s.lastName}`,
             ownershipPercentage: s.ownershipPercentage,
+            role: s.role,
+            address: s.address,
         })),
         totalOwnership: ownershipCheck.total,
         message: ownershipCheck.total < 100

package/dist/mcp/tools/stakeholders.js.map

@@ -1 +1 @@
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package/dist/mcp/tools/submission.d.ts

@@ -0,0 +1,5 @@
+import { ToolDefinition } from './index';
+export declare const formationSubmitTool: ToolDefinition;
+export declare const formationCheckSubmissionStatusTool: ToolDefinition;
+export declare function registerSubmissionTools(): void;
+//# sourceMappingURL=submission.d.ts.map

package/dist/mcp/tools/submission.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"submission.d.ts","sourceRoot":"","sources":["../../../src/mcp/tools/submission.ts"],"names":[],"mappings":"AAAA,OAAO,EAAgB,cAAc,EAAE,MAAM,SAAS,CAAC;AAgDvD,eAAO,MAAM,mBAAmB,EAAE,cAUjC,CAAC;AAmKF,eAAO,MAAM,kCAAkC,EAAE,cAUhD,CAAC;AA2GF,wBAAgB,uBAAuB,IAAI,IAAI,CAG9C"}

package/dist/mcp/tools/submission.js

@@ -0,0 +1,271 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.formationCheckSubmissionStatusTool = exports.formationSubmitTool = void 0;
+exports.registerSubmissionTools = registerSubmissionTools;
+const index_1 = require("./index");
+const types_1 = require("../state/types");
+const session_1 = require("../middleware/session");
+const errors_1 = require("../errors");
+// Backend API base URL
+const API_BASE_URL = 'https://lovie-formation-agent-api-production.up.railway.app';
+// formation_submit tool
+exports.formationSubmitTool = {
+    name: 'formation_submit',
+    description: 'Submit the completed formation request to the backend for processing. This sends all collected data to the Lovie Formation API. Call this after all information has been collected and the certificate has been approved.',
+    inputSchema: {
+        type: 'object',
+        properties: {
+            sessionId: { type: 'string', description: 'Session ID from formation_start' },
+        },
+        required: ['sessionId'],
+    },
+};
+const handleFormationSubmit = async (args, store) => {
+    const sessionId = args.sessionId;
+    const session = await (0, session_1.loadSession)(sessionId, store);
+    // Validate session has all required data
+    if (!session.userId) {
+        throw (0, errors_1.validationError)('userId', 'User must be authenticated before submitting');
+    }
+    if (!session.companyDetails?.fullName) {
+        throw (0, errors_1.validationError)('companyDetails.name', 'Company name is required');
+    }
+    if (!session.companyDetails?.state) {
+        throw (0, errors_1.validationError)('companyDetails.state', 'State is required');
+    }
+    if (!session.companyDetails?.companyType) {
+        throw (0, errors_1.validationError)('companyDetails.entityType', 'Company type is required');
+    }
+    if (!session.companyDetails?.companyAddress) {
+        throw (0, errors_1.validationError)('companyDetails.companyAddress', 'Company address is required');
+    }
+    if (!session.shareholders || session.shareholders.length === 0) {
+        throw (0, errors_1.validationError)('shareholders', 'At least one shareholder/member is required');
+    }
+    if (!session.registeredAgent) {
+        throw (0, errors_1.validationError)('registeredAgent', 'Registered agent is required');
+    }
+    if (!session.authorizedParty) {
+        throw (0, errors_1.validationError)('authorizedParty', 'Authorized party is required');
+    }
+    // Validate ownership percentages sum to 100
+    const totalOwnership = session.shareholders.reduce((sum, s) => sum + s.ownershipPercentage, 0);
+    if (Math.abs(totalOwnership - 100) > 0.01) {
+        throw (0, errors_1.validationError)('shareholders', `Shareholder ownership must sum to 100% (currently ${totalOwnership}%)`);
+    }
+    // Build the submission payload matching the API spec
+    const payload = {
+        sessionId: session.sessionId,
+        userId: session.userId,
+        companyDetails: {
+            businessDescription: session.companyDetails.businessDescription,
+            name: session.companyDetails.fullName,
+            state: session.companyDetails.state,
+            entityType: session.companyDetails.companyType,
+            purpose: session.companyDetails.purpose || 'Any lawful purpose',
+            effectiveDate: session.companyDetails.effectiveDate,
+            companyAddress: session.companyDetails.companyAddress,
+        },
+        shareStructure: session.companyDetails.companyType === 'C-Corp' && session.shareStructure
+            ? {
+                authorizedShares: session.shareStructure.authorizedShares,
+                parValuePerShare: session.shareStructure.parValuePerShare,
+                isDefault: session.shareStructure.isDefault,
+            }
+            : undefined,
+        shareholders: session.shareholders.map(s => ({
+            firstName: s.firstName,
+            lastName: s.lastName,
+            email: s.email,
+            phone: s.phone,
+            ownershipPercentage: s.ownershipPercentage,
+            role: s.role,
+            address: s.address,
+        })),
+        registeredAgent: {
+            name: session.registeredAgent.name,
+            email: session.registeredAgent.email,
+            phone: session.registeredAgent.phone,
+            isDefault: session.registeredAgent.isDefault,
+            address: session.registeredAgent.address,
+        },
+        authorizedParty: session.authorizedParty,
+    };
+    try {
+        const response = await fetch(`${API_BASE_URL}/api/submissions/formation`, {
+            method: 'POST',
+            headers: {
+                'Content-Type': 'application/json',
+            },
+            body: JSON.stringify(payload),
+        });
+        const result = await response.json();
+        if (!response.ok) {
+            // Handle API errors
+            if (response.status === 409) {
+                return {
+                    success: false,
+                    error: 'ALREADY_SUBMITTED',
+                    message: result.message || 'Formation request already submitted',
+                    sessionId,
+                };
+            }
+            if (response.status === 400 || response.status === 422) {
+                return {
+                    success: false,
+                    error: 'VALIDATION_ERROR',
+                    message: result.message || 'Validation failed',
+                    details: result.details,
+                };
+            }
+            throw new Error(result.message || 'Failed to submit formation request');
+        }
+        if (!result.data) {
+            throw new Error('Invalid response from server');
+        }
+        // Store submission result in session
+        const submissionResult = {
+            id: result.data.id,
+            sessionId: result.data.sessionId,
+            userId: result.data.userId,
+            status: result.data.status,
+            companyName: result.data.companyName,
+            entityType: result.data.entityType,
+            stateOfFormation: result.data.state,
+            submittedAt: result.data.createdAt,
+        };
+        session.submissionResult = submissionResult;
+        session.currentStep = types_1.FormationStep.COMPLETED;
+        await store.save(session);
+        return {
+            success: true,
+            message: 'Formation request submitted successfully! Our team will review and process your request.',
+            submission: submissionResult,
+            nextSteps: [
+                'Your formation request is now in the queue for review',
+                'You can check the status anytime using formation_check_submission_status',
+                'Once filed, you will receive your confirmation number and certificate URL',
+            ],
+        };
+    }
+    catch (error) {
+        const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+        return {
+            success: false,
+            error: 'SUBMISSION_FAILED',
+            message: `Failed to submit formation request: ${errorMessage}`,
+            canRetry: true,
+        };
+    }
+};
+// formation_check_status tool (for checking submission status with backend)
+exports.formationCheckSubmissionStatusTool = {
+    name: 'formation_check_submission_status',
+    description: 'Check the status of a submitted formation request with the backend. Returns the current status, confirmation number (if filed), and certificate URL (if available).',
+    inputSchema: {
+        type: 'object',
+        properties: {
+            sessionId: { type: 'string', description: 'Session ID from formation_start' },
+        },
+        required: ['sessionId'],
+    },
+};
+const handleFormationCheckSubmissionStatus = async (args, store) => {
+    const sessionId = args.sessionId;
+    try {
+        const response = await fetch(`${API_BASE_URL}/api/submissions/status/${sessionId}`, {
+            method: 'GET',
+            headers: {
+                'Content-Type': 'application/json',
+            },
+        });
+        const result = await response.json();
+        if (!response.ok) {
+            if (response.status === 404) {
+                return {
+                    success: false,
+                    error: 'NOT_FOUND',
+                    message: 'Formation request not found. It may not have been submitted yet.',
+                    sessionId,
+                };
+            }
+            throw new Error(result.message || 'Failed to check status');
+        }
+        if (!result.data) {
+            throw new Error('Invalid response from server');
+        }
+        const data = result.data;
+        // Update session with latest status if we have it
+        try {
+            const session = await store.get(sessionId);
+            if (session) {
+                session.submissionResult = {
+                    id: data.id,
+                    sessionId: data.sessionId,
+                    userId: session.userId || '',
+                    status: data.status,
+                    companyName: data.companyName,
+                    entityType: data.entityType,
+                    stateOfFormation: data.stateOfFormation,
+                    confirmationNumber: data.confirmationNumber,
+                    certificateUrl: data.certificateUrl,
+                    filingError: data.filingError,
+                    submittedAt: data.createdAt,
+                    filedAt: data.filedAt,
+                };
+                await store.save(session);
+            }
+        }
+        catch {
+            // Session may not exist locally, that's okay
+        }
+        // Build user-friendly status message
+        let statusMessage;
+        switch (data.status) {
+            case 'PENDING_REVIEW':
+                statusMessage = 'Your formation request is in the queue waiting for review.';
+                break;
+            case 'IN_REVIEW':
+                statusMessage = 'Your formation request is currently being reviewed by our team.';
+                break;
+            case 'FILING':
+                statusMessage = 'Your formation is being filed with the state. This typically takes a few minutes.';
+                break;
+            case 'COMPLETED':
+                statusMessage = 'Your company has been successfully formed!';
+                break;
+            case 'ERROR':
+                statusMessage = `There was an issue with your formation: ${data.filingError || 'Unknown error'}`;
+                break;
+            default:
+                statusMessage = `Current status: ${data.status}`;
+        }
+        return {
+            success: true,
+            status: data.status,
+            statusMessage,
+            companyName: data.companyName,
+            entityType: data.entityType,
+            state: data.stateOfFormation,
+            confirmationNumber: data.confirmationNumber,
+            certificateUrl: data.certificateUrl,
+            filingError: data.filingError,
+            submittedAt: data.createdAt,
+            filedAt: data.filedAt,
+        };
+    }
+    catch (error) {
+        const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+        return {
+            success: false,
+            error: 'CHECK_STATUS_FAILED',
+            message: `Failed to check status: ${errorMessage}`,
+        };
+    }
+};
+// Register tools
+function registerSubmissionTools() {
+    (0, index_1.registerTool)(exports.formationSubmitTool, handleFormationSubmit);
+    (0, index_1.registerTool)(exports.formationCheckSubmissionStatusTool, handleFormationCheckSubmissionStatus);
+}
+//# sourceMappingURL=submission.js.map

package/dist/mcp/tools/submission.js.map

@@ -0,0 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@lovie-ai/formation-mcp-server",
-  "version": "1.0.18",
+  "version": "1.0.19",
   "description": "MCP server for company formation - Form your US company via Claude",
   "main": "dist/mcp/index.js",
   "bin": {