@lovie-ai/formation-mcp-server 1.0.4 → 1.0.6

package/README.md

@@ -1,256 +1,249 @@
-# Lovie CLI - Streamlined US Company Formation
+# Lovie Formation MCP Server
 
-> Form your US company in minutes, right from your terminal.
+> Form your US company through AI assistants with MCP (Model Context Protocol)
 
-[![npm version](https://badge.fury.io/js/lovie.svg)](https://badge.fury.io/js/lovie)
+[![npm version](https://badge.fury.io/js/@lovie-ai%2Fformation-mcp-server.svg)](https://www.npmjs.com/package/@lovie-ai/formation-mcp-server)
 [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)
 
-Lovie CLI is a conversational command-line tool that guides you through forming a US company (LLC, C-Corp, or S-Corp) with real-time name checking, automatic document generation, and seamless state filing.
+Lovie Formation MCP Server enables AI assistants to help users form US companies (LLC, C-Corp, or S-Corp) with real-time name checking, automatic document generation, and seamless state filing.
 
-## ✨ Features
+## What is Lovie?
 
-- **🚀 Quick Formation** - Complete company formation in under 15 minutes
-- **💬 Conversational Interface** - Plain language, no legal jargon
-- **⚡ Real-Time Name Check** - Instant company name availability verification
-- **📄 Auto-Document Generation** - Professional incorporation documents created automatically
-- **🏛️ Direct State Filing** - Submit directly to state authorities
-- **💳 Secure Payment** - PCI-compliant payment processing
-- **💾 Resume Capability** - Save progress and resume anytime
-- **🖥️ Cross-Platform** - Works on macOS, Windows, and Linux
+Lovie is an AI-first financial platform that helps you start and run your business:
 
-## 🎯 Quick Start
+- **Free company formation** - No service fees, you only pay state filing fees
+- **Lovie as your incorporator** - We handle all the paperwork
+- **In-house legal team** - Working every day to keep you compliant with local and federal law
+- **All legal documents included** - Certificate of Formation, Operating Agreement, Bylaws
+- **Business address** - Virtual or physical address available
+- **Bank account setup** - Help opening and managing your company bank account
+- **AI-first financial platform** - Token-based pricing (a little more than free)
 
-### Installation
+## Quick Start
 
-**macOS (Homebrew)**
-```bash
-brew install lovie
-```
+### Claude Desktop
 
-**Windows/Linux/macOS (npm)**
-```bash
-npm install -g lovie
+Edit `~/Library/Application Support/Claude/claude_desktop_config.json` (Mac) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows):
+
+```json
+{
+  "mcpServers": {
+    "lovie-formation": {
+      "command": "npx",
+      "args": ["@lovie-ai/formation-mcp-server@latest"]
+    }
+  }
+}
 ```
 
-### Basic Usage
+Restart Claude Desktop.
 
-Start the company formation process:
-```bash
-lovie
-```
+### Cursor
 
-Check version:
-```bash
-lovie --version
+Edit `.cursor/mcp.json` in your project or `~/.cursor/mcp.json` globally:
+
+```json
+{
+  "mcpServers": {
+    "lovie-formation": {
+      "command": "npx",
+      "args": ["@lovie-ai/formation-mcp-server@latest"]
+    }
+  }
+}
 ```
 
-Get help:
+Restart Cursor.
+
+### Claude Code (CLI)
+
 ```bash
-lovie --help
+claude mcp add lovie-formation npx @lovie-ai/formation-mcp-server@latest
 ```
 
-## 📋 What You'll Need
+### Windsurf
 
-Before starting, have these ready:
+Edit `~/.codeium/windsurf/mcp_config.json`:
 
-- **Company Information**
-  - Desired company name (we'll check availability)
-  - State of incorporation
-  - Company type (LLC, C-Corp, or S-Corp)
+```json
+{
+  "mcpServers": {
+    "lovie-formation": {
+      "command": "npx",
+      "args": ["@lovie-ai/formation-mcp-server@latest"]
+    }
+  }
+}
+```
 
-- **Shareholder/Member Details**
-  - Full legal names
-  - Addresses
-  - SSN or EIN
-  - Ownership percentages
+### Manus
 
-- **Registered Agent**
-  - Name and address (must be in the state of incorporation)
+In Manus settings, add MCP server:
+- **Name**: `lovie-formation`
+- **Command**: `npx`
+- **Args**: `@lovie-ai/formation-mcp-server@latest`
 
-- **Payment Method**
-  - Credit/debit card for state filing fees and service fee
+### Generic (Any MCP Client)
 
-## 🎬 Usage Example
+```json
+{
+  "command": "npx",
+  "args": ["@lovie-ai/formation-mcp-server@latest"]
+}
+```
 
-```bash
-$ lovie
+## Available Tools
 
-┌─────────────────────────────────────┐
-│  Welcome to Lovie Company Formation │
-└─────────────────────────────────────┘
+### Information Tools
 
-Let's form your company! I'll guide you through the process.
+| Tool | Description |
+|------|-------------|
+| `formation_get_info` | Get information about pricing, FAQ, company types, requirements, or step-by-step guide |
+| `formation_list_info_topics` | List all available information topics |
 
-? What would you like to name your company?
-› Acme Innovations
+### Session Tools
 
-⠋ Checking name availability...
-✓ "Acme Innovations" is available in Delaware!
+| Tool | Description |
+|------|-------------|
+| `formation_start` | Start a new formation session |
+| `formation_get_status` | Get current session status and progress |
+| `formation_resume` | Get guidance on the next step |
 
-? Which state would you like to incorporate in?
-› ◉ Delaware (Recommended for most startups)
-  ○ California
-  ○ New York
-  ○ Texas
-  ↓ 46 more states...
+### Company Setup Tools
 
-? What type of company would you like to form?
-  ◉ LLC (Limited Liability Company)
-    Simple structure, pass-through taxation
-  ○ C-Corporation
-    Best for raising venture capital
-  ○ S-Corporation
-    Pass-through taxation with corporate structure
+| Tool | Description |
+|------|-------------|
+| `formation_set_state` | Set formation state (currently Delaware only) |
+| `formation_set_company_type` | Set company type (LLC, C-Corp, or S-Corp) |
+| `formation_set_entity_ending` | Set legal suffix (LLC, Inc., Corp., etc.) |
+| `formation_set_company_name` | Set the company name |
+| `formation_check_name` | Check name availability with Delaware Secretary of State |
 
-...
+### Stakeholder Tools
 
-┌──────────────────────────────────────┐
-│  Review Your Company Information     │
-└──────────────────────────────────────┘
+| Tool | Description |
+|------|-------------|
+| `formation_set_registered_agent` | Set registered agent details |
+| `formation_set_share_structure` | Set authorized shares and par value (Corp only) |
+| `formation_add_shareholder` | Add a shareholder or member |
+| `formation_set_authorized_party` | Set the person who will sign documents |
 
-Company Details:
-  Name:     Acme Innovations LLC
-  State:    Delaware
-  Type:     Limited Liability Company
+### Certificate Tools
 
-Members:
-  1. John Smith (100%)
-     123 Main St, San Francisco, CA 94102
+| Tool | Description |
+|------|-------------|
+| `formation_generate_certificate` | Generate Certificate of Incorporation PDF |
+| `formation_approve_certificate` | Approve certificate and complete formation |
 
-Registered Agent:
-  Delaware Corporate Services
-  456 Business Ave, Wilmington, DE 19801
+## Available Resources
 
-Costs:
-  State Filing Fee:    $90.00
-  Service Fee:         $49.00
-  ─────────────────────────────
-  Total:              $139.00
+The MCP server also provides resources that AI assistants can read:
 
-? Everything look correct? (Y/n)
+| Resource URI | Description |
+|--------------|-------------|
+| `formation://guide` | Step-by-step formation guide |
+| `formation://pricing` | Lovie pricing and Delaware state fees |
+| `formation://company-types` | LLC vs C-Corp vs S-Corp comparison |
+| `formation://faq` | Frequently asked questions |
+| `formation://requirements` | Required information checklist |
 
-✓ Payment processed successfully!
-⠋ Generating incorporation documents...
-✓ Documents generated
-⠋ Filing with Delaware Division of Corporations...
-✓ Filed successfully!
+## Example Conversation
 
-┌──────────────────────────────────────┐
-│  🎉 Congratulations!                  │
-└──────────────────────────────────────┘
+**User**: I want to start a company
 
-Your company has been formed!
+**AI Assistant**: I'll help you form a company with Lovie! Let me start a formation session.
 
-Filing Details:
-  Confirmation #:  DE-2025-123456
-  Filing Date:     December 23, 2025
-  Status:          Approved
+*Calls `formation_start`*
 
-Documents saved to: ~/lovie/acme-innovations-llc/
+Great! I've started your formation session. Lovie offers free company formation - you only pay the state filing fees. Let me guide you through the process:
 
-Next Steps:
-  1. Apply for EIN (Employer ID Number) at irs.gov
-  2. Open a business bank account
-  3. Set up accounting software
-  4. File annual reports as required
+1. First, we'll set up in Delaware (the most business-friendly state)
+2. Then choose your company type (LLC, C-Corp, or S-Corp)
+3. Pick your company name
+4. Add your information
+5. Generate and approve your certificate
 
-Questions? Visit https://lovie.io/support
-```
+Let's begin! What type of company would you like to form?
 
-## 🗂️ Supported Company Types
+## Pricing
 
-### LLC (Limited Liability Company)
-- Simple structure with flexible management
-- Pass-through taxation
-- Personal liability protection
-- Fewer compliance requirements
-- **Best for**: Small businesses, side projects, real estate
+### Lovie Service Fee
+**FREE** - Lovie doesn't charge for company formation.
 
-### C-Corporation
-- Formal corporate structure
-- Can issue multiple stock classes
-- Attracts venture capital investment
-- Corporate taxation (double taxation)
-- **Best for**: Startups planning to raise VC funding
+### Delaware State Filing Fees
 
-### S-Corporation
-- Corporate structure with pass-through taxation
-- Ownership restrictions (100 shareholders max, US citizens/residents only)
-- Tax savings on self-employment
-- More compliance requirements
-- **Best for**: Small to medium businesses with US-based owners
+| Company Type | Standard | 24-Hour | Same-Day |
+|--------------|----------|---------|----------|
+| LLC | $90 | +$50 | +$100 |
+| C-Corp | $89+ | +$50 | +$100 |
+| S-Corp | $89+ | +$50 | +$100 |
+
+### What's Included (Free)
 
-## 🗺️ Supported States
+- Company formation filing
+- Lovie as your incorporator
+- Certificate of Formation/Incorporation
+- Operating Agreement (LLC) or Bylaws (Corp)
+- Step-by-step compliance guide
+- In-house legal team keeping you compliant
+- Ongoing compliance reminders
 
-**v1.0 (MVP)**: Delaware
+## Company Types
 
-**Planned**: California, Texas, New York, Florida, Wyoming, Nevada, and 44+ more states
+### LLC (Limited Liability Company)
+- Simple structure, flexible management
+- Pass-through taxation (no double taxation)
+- Best for: Small businesses, startups, real estate
 
-## 🔒 Security & Privacy
+### C-Corporation
+- Can issue multiple classes of stock
+- Attractive to venture capital investors
+- Best for: Startups planning to raise funding
 
-- **Encryption**: All sensitive data encrypted at rest and in transit
-- **PCI Compliance**: Payment processing through Stripe (PCI Level 1 certified)
-- **Data Deletion**: Sensitive information cleared after formation completion
-- **No Storage**: Credit card details never stored locally or on our servers
-- **Secure Sessions**: Unique session IDs with encrypted local storage
+### S-Corporation
+- Pass-through taxation with corporate structure
+- Limited to 100 US-based shareholders
+- Best for: Small businesses wanting tax advantages
 
-## 🆘 Troubleshooting
+## Development
 
-### Installation Issues
+### Install Dependencies
 
-**Error: Command not found**
 ```bash
-# Verify installation
-which lovie
-
-# If using npm, ensure global bin is in PATH
-npm config get prefix
-# Add to PATH: export PATH="$(npm config get prefix)/bin:$PATH"
+npm install
 ```
 
-**Error: Permission denied**
+### Build
+
 ```bash
-# macOS/Linux: Use sudo (not recommended) or fix npm permissions
-npm config set prefix ~/.npm-global
-export PATH=~/.npm-global/bin:$PATH
+npm run build
 ```
 
-### Common Issues
-
-**"Name not available" errors**: Try variations of your company name. Add LLC/Inc suffix, use different words.
+### Run Locally
 
-**Payment declined**: Check card details, ensure sufficient funds, try a different card.
+```bash
+node dist/mcp/index.js
+```
 
-**Connection timeout**: Check internet connection, retry operation. Data is saved automatically.
+### Test with MCP Inspector
 
-See [TROUBLESHOOTING.md](docs/TROUBLESHOOTING.md) for detailed solutions.
+```bash
+npx @modelcontextprotocol/inspector node dist/mcp/index.js
+```
 
-## 📚 Documentation
+## Support
 
-- [User Guide](docs/USER_GUIDE.md) - Comprehensive user guide with detailed walkthroughs
-- [API Documentation](docs/API.md) - Backend agent API reference
-- [Development Guide](docs/DEVELOPMENT.md) - Setup, testing, and contribution guide
-- [Troubleshooting](docs/TROUBLESHOOTING.md) - Common issues and solutions
+- **Website**: https://lovie.ai
+- **npm**: https://www.npmjs.com/package/@lovie-ai/formation-mcp-server
 
-## 🤝 Contributing
+## Legal Disclaimer
 
-We welcome contributions! Please see [CONTRIBUTING.md](CONTRIBUTING.md) for guidelines.
+Lovie is a document preparation and filing service. We do not provide legal or tax advice. For legal guidance on choosing the right business structure, consult with a licensed attorney. For tax advice, consult with a certified tax professional.
 
-## 📝 License
+## License
 
 MIT License - see [LICENSE](LICENSE) file for details.
 
-## 🔗 Links
-
-- **Website**: https://lovie.io
-- **Support**: https://lovie.io/support
-- **GitHub**: https://github.com/lovie/lovie-cli
-- **npm**: https://npmjs.com/package/lovie
-
-## ⚖️ Legal Disclaimer
-
-Lovie CLI is a document preparation and filing service. We do not provide legal or tax advice. For legal guidance on choosing the right business structure, consult with a licensed attorney. For tax advice, consult with a certified tax professional.
-
 ---
 
-Made with ❤️ by the Lovie team
+Made with ❤️ by Lovie

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package/dist/mcp/tools/index.js

@@ -30,6 +30,7 @@ const company_1 = require("./company");
 const stakeholders_1 = require("./stakeholders");
 const certificate_1 = require("./certificate");
 const sync_1 = require("./sync");
+const info_1 = require("./info");
 // Import and register all tools
 function initializeTools() {
     (0, session_1.registerSessionTools)();
@@ -37,6 +38,7 @@ function initializeTools() {
     (0, stakeholders_1.registerStakeholderTools)();
     (0, certificate_1.registerCertificateTools)();
     (0, sync_1.registerSyncTools)();
+    (0, info_1.registerInfoTools)();
 }
 // Initialize tools on module load
 initializeTools();

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package/dist/mcp/tools/info.d.ts

@@ -0,0 +1,5 @@
+import { ToolDefinition } from './index';
+export declare const formationGetInfoTool: ToolDefinition;
+export declare const formationListInfoTopicsTool: ToolDefinition;
+export declare function registerInfoTools(): void;
+//# sourceMappingURL=info.d.ts.map

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

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package/dist/mcp/tools/info.js

@@ -0,0 +1,81 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.formationListInfoTopicsTool = exports.formationGetInfoTool = void 0;
+exports.registerInfoTools = registerInfoTools;
+const index_1 = require("./index");
+const index_2 = require("../resources/index");
+const errors_1 = require("../errors");
+// Map friendly topic names to resource URIs
+const TOPIC_MAP = {
+    guide: 'formation://guide',
+    pricing: 'formation://pricing',
+    'company-types': 'formation://company-types',
+    faq: 'formation://faq',
+    requirements: 'formation://requirements',
+};
+// formation_get_info tool
+exports.formationGetInfoTool = {
+    name: 'formation_get_info',
+    description: 'Get information about Lovie formation services, pricing, company types, requirements, or FAQs. Use this to answer user questions about the formation process.',
+    inputSchema: {
+        type: 'object',
+        properties: {
+            topic: {
+                type: 'string',
+                enum: ['guide', 'pricing', 'company-types', 'faq', 'requirements'],
+                description: 'The topic to get information about: "guide" (step-by-step formation guide), "pricing" (Lovie pricing and Delaware fees), "company-types" (LLC vs C-Corp vs S-Corp comparison), "faq" (frequently asked questions), "requirements" (what information is needed)',
+            },
+        },
+        required: ['topic'],
+    },
+};
+const handleFormationGetInfo = async (args, _store) => {
+    const topic = args.topic;
+    const uri = TOPIC_MAP[topic];
+    if (!uri) {
+        const validTopics = Object.keys(TOPIC_MAP).join(', ');
+        throw (0, errors_1.validationError)('topic', `Invalid topic. Valid options: ${validTopics}`);
+    }
+    const content = (0, index_2.getResourceContent)(uri);
+    if (!content) {
+        throw (0, errors_1.validationError)('topic', `Content not found for topic: ${topic}`);
+    }
+    // Find the resource metadata
+    const resource = index_2.FORMATION_RESOURCES.find((r) => r.uri === uri);
+    return {
+        topic,
+        title: resource?.name || topic,
+        description: resource?.description || '',
+        content,
+    };
+};
+// formation_list_info_topics tool
+exports.formationListInfoTopicsTool = {
+    name: 'formation_list_info_topics',
+    description: 'List all available information topics that can be retrieved with formation_get_info.',
+    inputSchema: {
+        type: 'object',
+        properties: {},
+        required: [],
+    },
+};
+const handleFormationListInfoTopics = async (_args, _store) => {
+    const topics = index_2.FORMATION_RESOURCES.map((r) => {
+        const topic = Object.entries(TOPIC_MAP).find(([_, uri]) => uri === r.uri)?.[0];
+        return {
+            topic,
+            name: r.name,
+            description: r.description,
+        };
+    });
+    return {
+        topics,
+        usage: 'Call formation_get_info with a topic to get detailed information.',
+    };
+};
+// Register tools
+function registerInfoTools() {
+    (0, index_1.registerTool)(exports.formationGetInfoTool, handleFormationGetInfo);
+    (0, index_1.registerTool)(exports.formationListInfoTopicsTool, handleFormationListInfoTopics);
+}
+//# sourceMappingURL=info.js.map

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

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

@@ -1,6 +1,6 @@
 {
   "name": "@lovie-ai/formation-mcp-server",
-  "version": "1.0.4",
+  "version": "1.0.6",
   "description": "MCP server for company formation - Form your US company via Claude",
   "main": "dist/mcp/index.js",
   "bin": {