@opencapstack/mcp-server 0.1.0

package/README.md

@@ -0,0 +1,166 @@
+# @opencapstack/mcp-server
+
+An MCP (Model Context Protocol) server for OpenCap Stack. Connect your cap table to Claude Desktop, Claude Code, Cursor, and any MCP-compatible client to manage stakeholders, share classes, SAFEs, dilution models, waterfall analyses, and financial reports — all through natural language.
+
+---
+
+## Quick start
+
+```bash
+npx @opencapstack/mcp-server
+```
+
+The server reads your API key from the `OPENCAP_API_KEY` environment variable and starts on stdio by default.
+
+---
+
+## Configuration
+
+### Claude Desktop
+
+Add the following to your Claude Desktop config file:
+
+- **macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
+- **Windows**: `%APPDATA%\Claude\claude_desktop_config.json`
+
+```json
+{
+  "mcpServers": {
+    "opencap": {
+      "command": "npx",
+      "args": ["@opencapstack/mcp-server"],
+      "env": {
+        "OPENCAP_API_KEY": "your-jwt-token-here",
+        "OPENCAP_BASE_URL": "https://api.opencapstack.com"
+      }
+    }
+  }
+}
+```
+
+Restart Claude Desktop after saving.
+
+### Claude Code
+
+Add to your Claude Code MCP settings (`.claude/settings.json` or via `claude mcp add`):
+
+```json
+{
+  "mcpServers": {
+    "opencap": {
+      "command": "npx",
+      "args": ["@opencapstack/mcp-server"],
+      "env": {
+        "OPENCAP_API_KEY": "your-jwt-token-here"
+      }
+    }
+  }
+}
+```
+
+Or from the command line:
+
+```bash
+claude mcp add opencap npx @opencapstack/mcp-server
+```
+
+---
+
+## Environment variables
+
+| Variable | Required | Default | Description |
+|----------|----------|---------|-------------|
+| `OPENCAP_API_KEY` | Yes | — | Your OpenCap JWT token. Get one at `https://api.opencapstack.com/api/v1/auth/login` |
+| `OPENCAP_BASE_URL` | No | `https://api.opencapstack.com` | Base URL for the OpenCap API |
+| `TRANSPORT` | No | `stdio` | Transport mode: `stdio` or `sse` |
+| `PORT` | No | `3001` | Port for the SSE HTTP server (only used when `TRANSPORT=sse`) |
+
+---
+
+## Available tools
+
+| Tool | Description |
+|------|-------------|
+| `list_stakeholders` | List all stakeholders in the cap table |
+| `get_stakeholder` | Get details for a stakeholder by ID |
+| `create_stakeholder` | Add a new stakeholder |
+| `update_stakeholder` | Update an existing stakeholder |
+| `list_share_classes` | List all share classes |
+| `get_share_class` | Get details for a share class by ID |
+| `create_share_class` | Create a new share class |
+| `list_equity_plans` | List all equity plans |
+| `get_equity_plan` | Get details for an equity plan |
+| `create_equity_plan` | Create a new equity incentive plan |
+| `list_safes` | List all SAFE instruments |
+| `get_safe` | Get details for a SAFE by ID |
+| `create_safe` | Record a new SAFE |
+| `update_safe` | Update a SAFE (e.g. record conversion) |
+| `list_documents` | List cap table documents |
+| `get_document` | Get a document by ID |
+| `search_documents` | Search documents by keyword |
+| `get_latest_valuation` | Get the most recent 409A valuation |
+| `get_valuation_history` | Get the valuation history timeline |
+| `create_valuation_request` | Record a new valuation |
+| `calculate_dilution` | Model dilution from a new issuance |
+| `get_fully_diluted_shares` | Get fully diluted share count |
+| `run_waterfall_analysis` | Model exit proceeds distribution |
+| `list_financial_reports` | List financial reports |
+| `get_financial_report` | Get a financial report by ID |
+| `create_financial_report` | Generate a new financial report |
+
+---
+
+## Self-hosted usage
+
+If you run your own OpenCap Stack instance, set `OPENCAP_BASE_URL` to your instance's API base URL:
+
+```json
+{
+  "env": {
+    "OPENCAP_API_KEY": "your-jwt-token",
+    "OPENCAP_BASE_URL": "https://opencap.yourcompany.internal"
+  }
+}
+```
+
+### SSE transport (web clients)
+
+Start the server in SSE mode for HTTP-based MCP clients:
+
+```bash
+TRANSPORT=sse PORT=3001 OPENCAP_API_KEY=your-token npx @opencapstack/mcp-server
+```
+
+The server will expose:
+- `GET /sse` — SSE connection endpoint
+- `POST /messages?sessionId=<id>` — message endpoint
+
+---
+
+## Security
+
+**Never hardcode your API key.** Always pass it through environment variables.
+
+- Do not commit `.env` files containing `OPENCAP_API_KEY` to source control.
+- Rotate your API key regularly at `https://app.opencapstack.com/settings`.
+- When using the SSE transport, run the server behind a reverse proxy with TLS and access controls.
+- API keys are scoped to your account — treat them like passwords.
+
+---
+
+## Development
+
+```bash
+git clone https://github.com/Open-Cap-Stack/opencapstack
+cd packages/opencap-mcp
+npm install
+npm run build   # compile TypeScript
+npm run dev     # run with tsx (no compile step)
+npm test        # run Jest tests
+```
+
+---
+
+## License
+
+MIT

package/dist/auth.d.ts

@@ -0,0 +1,7 @@
+/**
+ * Authentication utilities for the OpenCap MCP server.
+ * Reads OPENCAP_API_KEY and OPENCAP_BASE_URL from the environment.
+ */
+export declare function getApiKey(): string;
+export declare function getBaseUrl(): string;
+//# sourceMappingURL=auth.d.ts.map

package/dist/auth.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"auth.d.ts","sourceRoot":"","sources":["../src/auth.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,wBAAgB,SAAS,IAAI,MAAM,CASlC;AAED,wBAAgB,UAAU,IAAI,MAAM,CAEnC"}

package/dist/auth.js

@@ -0,0 +1,16 @@
+/**
+ * Authentication utilities for the OpenCap MCP server.
+ * Reads OPENCAP_API_KEY and OPENCAP_BASE_URL from the environment.
+ */
+export function getApiKey() {
+    const key = process.env.OPENCAP_API_KEY;
+    if (!key) {
+        throw new Error('Set OPENCAP_API_KEY to your OpenCap JWT token. ' +
+            'Get one at https://api.opencapstack.com/api/v1/auth/login');
+    }
+    return key;
+}
+export function getBaseUrl() {
+    return process.env.OPENCAP_BASE_URL ?? 'https://api.opencapstack.com';
+}
+//# sourceMappingURL=auth.js.map

package/dist/auth.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"auth.js","sourceRoot":"","sources":["../src/auth.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,MAAM,UAAU,SAAS;IACvB,MAAM,GAAG,GAAG,OAAO,CAAC,GAAG,CAAC,eAAe,CAAC;IACxC,IAAI,CAAC,GAAG,EAAE,CAAC;QACT,MAAM,IAAI,KAAK,CACb,iDAAiD;YAC/C,2DAA2D,CAC9D,CAAC;IACJ,CAAC;IACD,OAAO,GAAG,CAAC;AACb,CAAC;AAED,MAAM,UAAU,UAAU;IACxB,OAAO,OAAO,CAAC,GAAG,CAAC,gBAAgB,IAAI,8BAA8B,CAAC;AACxE,CAAC"}

package/dist/client.d.ts

@@ -0,0 +1,6 @@
+/**
+ * Shared HTTP client with auth and error handling.
+ */
+import { type AxiosInstance } from 'axios';
+export declare function createClient(apiKey: string): AxiosInstance;
+//# sourceMappingURL=client.d.ts.map

package/dist/client.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"client.d.ts","sourceRoot":"","sources":["../src/client.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAc,EAAE,KAAK,aAAa,EAAE,MAAM,OAAO,CAAC;AAIlD,wBAAgB,YAAY,CAAC,MAAM,EAAE,MAAM,GAAG,aAAa,CAqC1D"}

package/dist/client.js

@@ -0,0 +1,30 @@
+/**
+ * Shared HTTP client with auth and error handling.
+ */
+import axios from 'axios';
+import { McpError, ErrorCode } from '@modelcontextprotocol/sdk/types.js';
+import { getBaseUrl } from './auth.js';
+export function createClient(apiKey) {
+    const client = axios.create({
+        baseURL: getBaseUrl(),
+        headers: {
+            Authorization: `Bearer ${apiKey}`,
+            'Content-Type': 'application/json',
+        },
+        timeout: 30_000,
+    });
+    client.interceptors.response.use((response) => response, (error) => {
+        const status = error.response?.status;
+        if (status === 401) {
+            throw new McpError(ErrorCode.InvalidRequest, 'API key rejected or expired — regenerate at https://app.opencapstack.com/settings');
+        }
+        if (status === 403) {
+            throw new McpError(ErrorCode.InvalidRequest, 'Access denied — check your account permissions');
+        }
+        // Re-throw other errors with the server message when available
+        const message = error.response?.data?.message ?? error.message ?? 'Unknown API error';
+        throw new McpError(ErrorCode.InternalError, `OpenCap API error: ${message}`);
+    });
+    return client;
+}
+//# sourceMappingURL=client.js.map

package/dist/client.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"client.js","sourceRoot":"","sources":["../src/client.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,KAA6B,MAAM,OAAO,CAAC;AAClD,OAAO,EAAE,QAAQ,EAAE,SAAS,EAAE,MAAM,oCAAoC,CAAC;AACzE,OAAO,EAAE,UAAU,EAAE,MAAM,WAAW,CAAC;AAEvC,MAAM,UAAU,YAAY,CAAC,MAAc;IACzC,MAAM,MAAM,GAAG,KAAK,CAAC,MAAM,CAAC;QAC1B,OAAO,EAAE,UAAU,EAAE;QACrB,OAAO,EAAE;YACP,aAAa,EAAE,UAAU,MAAM,EAAE;YACjC,cAAc,EAAE,kBAAkB;SACnC;QACD,OAAO,EAAE,MAAM;KAChB,CAAC,CAAC;IAEH,MAAM,CAAC,YAAY,CAAC,QAAQ,CAAC,GAAG,CAC9B,CAAC,QAAQ,EAAE,EAAE,CAAC,QAAQ,EACtB,CAAC,KAAK,EAAE,EAAE;QACR,MAAM,MAAM,GAAG,KAAK,CAAC,QAAQ,EAAE,MAAM,CAAC;QAEtC,IAAI,MAAM,KAAK,GAAG,EAAE,CAAC;YACnB,MAAM,IAAI,QAAQ,CAChB,SAAS,CAAC,cAAc,EACxB,mFAAmF,CACpF,CAAC;QACJ,CAAC;QAED,IAAI,MAAM,KAAK,GAAG,EAAE,CAAC;YACnB,MAAM,IAAI,QAAQ,CAChB,SAAS,CAAC,cAAc,EACxB,gDAAgD,CACjD,CAAC;QACJ,CAAC;QAED,+DAA+D;QAC/D,MAAM,OAAO,GACX,KAAK,CAAC,QAAQ,EAAE,IAAI,EAAE,OAAO,IAAI,KAAK,CAAC,OAAO,IAAI,mBAAmB,CAAC;QACxE,MAAM,IAAI,QAAQ,CAAC,SAAS,CAAC,aAAa,EAAE,sBAAsB,OAAO,EAAE,CAAC,CAAC;IAC/E,CAAC,CACF,CAAC;IAEF,OAAO,MAAM,CAAC;AAChB,CAAC"}

package/dist/index.d.ts

@@ -0,0 +1,10 @@
+#!/usr/bin/env node
+/**
+ * OpenCap MCP Server entry point.
+ *
+ * Supports two transport modes:
+ *   TRANSPORT=stdio  (default) — for Claude Desktop / Claude Code
+ *   TRANSPORT=sse             — HTTP + SSE, useful for web-based clients
+ */
+export {};
+//# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AACA;;;;;;GAMG"}

package/dist/index.js

@@ -0,0 +1,59 @@
+#!/usr/bin/env node
+/**
+ * OpenCap MCP Server entry point.
+ *
+ * Supports two transport modes:
+ *   TRANSPORT=stdio  (default) — for Claude Desktop / Claude Code
+ *   TRANSPORT=sse             — HTTP + SSE, useful for web-based clients
+ */
+import { StdioServerTransport } from '@modelcontextprotocol/sdk/server/stdio.js';
+import { SSEServerTransport } from '@modelcontextprotocol/sdk/server/sse.js';
+import { createServer } from './server.js';
+import { getApiKey } from './auth.js';
+import { createClient } from './client.js';
+async function main() {
+    // Fail fast if the API key is missing
+    const apiKey = getApiKey();
+    const client = createClient(apiKey);
+    const server = createServer(client);
+    const transport = process.env.TRANSPORT ?? 'stdio';
+    if (transport === 'sse') {
+        // Dynamically import express so it doesn't slow down the stdio path
+        const { default: express } = await import('express');
+        const app = express();
+        const port = Number(process.env.PORT ?? 3001);
+        // Map to hold active SSE transports keyed by session
+        const transports = new Map();
+        app.get('/sse', async (req, res) => {
+            const sseTransport = new SSEServerTransport('/messages', res);
+            transports.set(sseTransport.sessionId, sseTransport);
+            res.on('close', () => {
+                transports.delete(sseTransport.sessionId);
+            });
+            await server.connect(sseTransport);
+        });
+        app.post('/messages', express.json(), async (req, res) => {
+            const sessionId = req.query['sessionId'];
+            const sseTransport = transports.get(sessionId);
+            if (!sseTransport) {
+                res.status(404).json({ error: 'Session not found' });
+                return;
+            }
+            await sseTransport.handlePostMessage(req, res);
+        });
+        app.listen(port, () => {
+            console.error(`OpenCap MCP server listening on http://localhost:${port}`);
+        });
+    }
+    else {
+        // stdio transport (default)
+        const stdioTransport = new StdioServerTransport();
+        await server.connect(stdioTransport);
+        console.error('OpenCap MCP server running on stdio');
+    }
+}
+main().catch((err) => {
+    console.error('Fatal error:', err instanceof Error ? err.message : err);
+    process.exit(1);
+});
+//# sourceMappingURL=index.js.map

package/dist/index.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AACA;;;;;;GAMG;AAEH,OAAO,EAAE,oBAAoB,EAAE,MAAM,2CAA2C,CAAC;AACjF,OAAO,EAAE,kBAAkB,EAAE,MAAM,yCAAyC,CAAC;AAC7E,OAAO,EAAE,YAAY,EAAE,MAAM,aAAa,CAAC;AAC3C,OAAO,EAAE,SAAS,EAAE,MAAM,WAAW,CAAC;AACtC,OAAO,EAAE,YAAY,EAAE,MAAM,aAAa,CAAC;AAE3C,KAAK,UAAU,IAAI;IACjB,sCAAsC;IACtC,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;IAC3B,MAAM,MAAM,GAAG,YAAY,CAAC,MAAM,CAAC,CAAC;IACpC,MAAM,MAAM,GAAG,YAAY,CAAC,MAAM,CAAC,CAAC;IAEpC,MAAM,SAAS,GAAG,OAAO,CAAC,GAAG,CAAC,SAAS,IAAI,OAAO,CAAC;IAEnD,IAAI,SAAS,KAAK,KAAK,EAAE,CAAC;QACxB,oEAAoE;QACpE,MAAM,EAAE,OAAO,EAAE,OAAO,EAAE,GAAG,MAAM,MAAM,CAAC,SAAS,CAAC,CAAC;QACrD,MAAM,GAAG,GAAG,OAAO,EAAE,CAAC;QACtB,MAAM,IAAI,GAAG,MAAM,CAAC,OAAO,CAAC,GAAG,CAAC,IAAI,IAAI,IAAI,CAAC,CAAC;QAE9C,qDAAqD;QACrD,MAAM,UAAU,GAAG,IAAI,GAAG,EAA8B,CAAC;QAEzD,GAAG,CAAC,GAAG,CAAC,MAAM,EAAE,KAAK,EAAE,GAAG,EAAE,GAAG,EAAE,EAAE;YACjC,MAAM,YAAY,GAAG,IAAI,kBAAkB,CAAC,WAAW,EAAE,GAAG,CAAC,CAAC;YAC9D,UAAU,CAAC,GAAG,CAAC,YAAY,CAAC,SAAS,EAAE,YAAY,CAAC,CAAC;YAErD,GAAG,CAAC,EAAE,CAAC,OAAO,EAAE,GAAG,EAAE;gBACnB,UAAU,CAAC,MAAM,CAAC,YAAY,CAAC,SAAS,CAAC,CAAC;YAC5C,CAAC,CAAC,CAAC;YAEH,MAAM,MAAM,CAAC,OAAO,CAAC,YAAY,CAAC,CAAC;QACrC,CAAC,CAAC,CAAC;QAEH,GAAG,CAAC,IAAI,CAAC,WAAW,EAAE,OAAO,CAAC,IAAI,EAAE,EAAE,KAAK,EAAE,GAAG,EAAE,GAAG,EAAE,EAAE;YACvD,MAAM,SAAS,GAAG,GAAG,CAAC,KAAK,CAAC,WAAW,CAAW,CAAC;YACnD,MAAM,YAAY,GAAG,UAAU,CAAC,GAAG,CAAC,SAAS,CAAC,CAAC;YAE/C,IAAI,CAAC,YAAY,EAAE,CAAC;gBAClB,GAAG,CAAC,MAAM,CAAC,GAAG,CAAC,CAAC,IAAI,CAAC,EAAE,KAAK,EAAE,mBAAmB,EAAE,CAAC,CAAC;gBACrD,OAAO;YACT,CAAC;YAED,MAAM,YAAY,CAAC,iBAAiB,CAAC,GAAG,EAAE,GAAG,CAAC,CAAC;QACjD,CAAC,CAAC,CAAC;QAEH,GAAG,CAAC,MAAM,CAAC,IAAI,EAAE,GAAG,EAAE;YACpB,OAAO,CAAC,KAAK,CAAC,oDAAoD,IAAI,EAAE,CAAC,CAAC;QAC5E,CAAC,CAAC,CAAC;IACL,CAAC;SAAM,CAAC;QACN,4BAA4B;QAC5B,MAAM,cAAc,GAAG,IAAI,oBAAoB,EAAE,CAAC;QAClD,MAAM,MAAM,CAAC,OAAO,CAAC,cAAc,CAAC,CAAC;QACrC,OAAO,CAAC,KAAK,CAAC,qCAAqC,CAAC,CAAC;IACvD,CAAC;AACH,CAAC;AAED,IAAI,EAAE,CAAC,KAAK,CAAC,CAAC,GAAG,EAAE,EAAE;IACnB,OAAO,CAAC,KAAK,CAAC,cAAc,EAAE,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC;IACxE,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC;AAClB,CAAC,CAAC,CAAC"}

package/dist/server.d.ts

@@ -0,0 +1,10 @@
+/**
+ * MCP server setup and tool registration.
+ */
+import { Server } from '@modelcontextprotocol/sdk/server/index.js';
+import { type AxiosInstance } from 'axios';
+import { type ToolDefinition } from './types.js';
+declare const ALL_TOOLS: ToolDefinition[];
+export declare function createServer(client: AxiosInstance): Server;
+export { ALL_TOOLS };
+//# sourceMappingURL=server.d.ts.map

package/dist/server.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"server.d.ts","sourceRoot":"","sources":["../src/server.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,EAAE,MAAM,EAAE,MAAM,2CAA2C,CAAC;AAQnE,OAAO,EAAE,KAAK,aAAa,EAAE,MAAM,OAAO,CAAC;AAY3C,OAAO,EAAE,KAAK,cAAc,EAAE,MAAM,YAAY,CAAC;AAEjD,QAAA,MAAM,SAAS,EAAE,cAAc,EAU9B,CAAC;AAEF,wBAAgB,YAAY,CAAC,MAAM,EAAE,aAAa,GAAG,MAAM,CAiD1D;AAKD,OAAO,EAAE,SAAS,EAAE,CAAC"}

package/dist/server.js

@@ -0,0 +1,73 @@
+/**
+ * MCP server setup and tool registration.
+ */
+import { Server } from '@modelcontextprotocol/sdk/server/index.js';
+import { CallToolRequestSchema, CallToolResultSchema, ListToolsRequestSchema, } from '@modelcontextprotocol/sdk/types.js';
+import { zodToJsonSchema } from 'zod-to-json-schema';
+import { stakeholderTools } from './tools/stakeholders.js';
+import { shareClassTools } from './tools/shareClasses.js';
+import { equityPlanTools } from './tools/equityPlans.js';
+import { safeTools } from './tools/safes.js';
+import { documentTools } from './tools/documents.js';
+import { valuationTools } from './tools/valuations.js';
+import { dilutionTools } from './tools/dilution.js';
+import { waterfallTools } from './tools/waterfall.js';
+import { financialReportTools } from './tools/financialReports.js';
+const ALL_TOOLS = [
+    ...stakeholderTools,
+    ...shareClassTools,
+    ...equityPlanTools,
+    ...safeTools,
+    ...documentTools,
+    ...valuationTools,
+    ...dilutionTools,
+    ...waterfallTools,
+    ...financialReportTools,
+];
+export function createServer(client) {
+    const server = new Server({
+        name: 'opencap-mcp',
+        version: '0.1.0',
+    }, {
+        capabilities: {
+            tools: {},
+        },
+    });
+    // List tools handler
+    server.setRequestHandler(ListToolsRequestSchema, async () => {
+        const tools = ALL_TOOLS.map((tool) => ({
+            name: tool.name,
+            description: tool.description,
+            inputSchema: zodToJsonSchema(tool.inputSchema),
+        }));
+        return { tools };
+    });
+    // Call tool handler
+    server.setRequestHandler(CallToolRequestSchema, async (request) => {
+        const { name, arguments: args } = request.params;
+        const tool = ALL_TOOLS.find((t) => t.name === name);
+        if (!tool) {
+            return {
+                content: [{ type: 'text', text: `Unknown tool: ${name}` }],
+                isError: true,
+            };
+        }
+        try {
+            const parsed = tool.inputSchema.parse(args ?? {});
+            const result = await tool.handler(parsed, client);
+            return result;
+        }
+        catch (error) {
+            const message = error instanceof Error ? error.message : String(error);
+            return {
+                content: [{ type: 'text', text: `Tool error: ${message}` }],
+                isError: true,
+            };
+        }
+    });
+    return server;
+}
+// Keep the schema reference to avoid unused-import warnings
+void CallToolResultSchema;
+export { ALL_TOOLS };
+//# sourceMappingURL=server.js.map

package/dist/server.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"server.js","sourceRoot":"","sources":["../src/server.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,EAAE,MAAM,EAAE,MAAM,2CAA2C,CAAC;AACnE,OAAO,EACL,qBAAqB,EACrB,oBAAoB,EACpB,sBAAsB,GAGvB,MAAM,oCAAoC,CAAC;AAE5C,OAAO,EAAE,eAAe,EAAE,MAAM,oBAAoB,CAAC;AAErD,OAAO,EAAE,gBAAgB,EAAE,MAAM,yBAAyB,CAAC;AAC3D,OAAO,EAAE,eAAe,EAAE,MAAM,yBAAyB,CAAC;AAC1D,OAAO,EAAE,eAAe,EAAE,MAAM,wBAAwB,CAAC;AACzD,OAAO,EAAE,SAAS,EAAE,MAAM,kBAAkB,CAAC;AAC7C,OAAO,EAAE,aAAa,EAAE,MAAM,sBAAsB,CAAC;AACrD,OAAO,EAAE,cAAc,EAAE,MAAM,uBAAuB,CAAC;AACvD,OAAO,EAAE,aAAa,EAAE,MAAM,qBAAqB,CAAC;AACpD,OAAO,EAAE,cAAc,EAAE,MAAM,sBAAsB,CAAC;AACtD,OAAO,EAAE,oBAAoB,EAAE,MAAM,6BAA6B,CAAC;AAGnE,MAAM,SAAS,GAAqB;IAClC,GAAG,gBAAgB;IACnB,GAAG,eAAe;IAClB,GAAG,eAAe;IAClB,GAAG,SAAS;IACZ,GAAG,aAAa;IAChB,GAAG,cAAc;IACjB,GAAG,aAAa;IAChB,GAAG,cAAc;IACjB,GAAG,oBAAoB;CACxB,CAAC;AAEF,MAAM,UAAU,YAAY,CAAC,MAAqB;IAChD,MAAM,MAAM,GAAG,IAAI,MAAM,CACvB;QACE,IAAI,EAAE,aAAa;QACnB,OAAO,EAAE,OAAO;KACjB,EACD;QACE,YAAY,EAAE;YACZ,KAAK,EAAE,EAAE;SACV;KACF,CACF,CAAC;IAEF,qBAAqB;IACrB,MAAM,CAAC,iBAAiB,CAAC,sBAAsB,EAAE,KAAK,IAAI,EAAE;QAC1D,MAAM,KAAK,GAAW,SAAS,CAAC,GAAG,CAAC,CAAC,IAAI,EAAE,EAAE,CAAC,CAAC;YAC7C,IAAI,EAAE,IAAI,CAAC,IAAI;YACf,WAAW,EAAE,IAAI,CAAC,WAAW;YAC7B,WAAW,EAAE,eAAe,CAAC,IAAI,CAAC,WAAW,CAAwB;SACtE,CAAC,CAAC,CAAC;QACJ,OAAO,EAAE,KAAK,EAAE,CAAC;IACnB,CAAC,CAAC,CAAC;IAEH,oBAAoB;IACpB,MAAM,CAAC,iBAAiB,CAAC,qBAAqB,EAAE,KAAK,EAAE,OAAO,EAA2B,EAAE;QACzF,MAAM,EAAE,IAAI,EAAE,SAAS,EAAE,IAAI,EAAE,GAAG,OAAO,CAAC,MAAM,CAAC;QAEjD,MAAM,IAAI,GAAG,SAAS,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,KAAK,IAAI,CAAC,CAAC;QACpD,IAAI,CAAC,IAAI,EAAE,CAAC;YACV,OAAO;gBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,iBAAiB,IAAI,EAAE,EAAE,CAAC;gBAC1D,OAAO,EAAE,IAAI;aACd,CAAC;QACJ,CAAC;QAED,IAAI,CAAC;YACH,MAAM,MAAM,GAAG,IAAI,CAAC,WAAW,CAAC,KAAK,CAAC,IAAI,IAAI,EAAE,CAAC,CAAC;YAClD,MAAM,MAAM,GAAG,MAAM,IAAI,CAAC,OAAO,CAAC,MAAM,EAAE,MAAM,CAAC,CAAC;YAClD,OAAO,MAAM,CAAC;QAChB,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,OAAO,GAAG,KAAK,YAAY,KAAK,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,KAAK,CAAC,CAAC;YACvE,OAAO;gBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,eAAe,OAAO,EAAE,EAAE,CAAC;gBAC3D,OAAO,EAAE,IAAI;aACd,CAAC;QACJ,CAAC;IACH,CAAC,CAAC,CAAC;IAEH,OAAO,MAAM,CAAC;AAChB,CAAC;AAED,4DAA4D;AAC5D,KAAK,oBAAoB,CAAC;AAE1B,OAAO,EAAE,SAAS,EAAE,CAAC"}

package/dist/tools/dilution.d.ts

@@ -0,0 +1,3 @@
+import { type ToolDefinition } from '../types.js';
+export declare const dilutionTools: ToolDefinition[];
+//# sourceMappingURL=dilution.d.ts.map

package/dist/tools/dilution.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"dilution.d.ts","sourceRoot":"","sources":["../../src/tools/dilution.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,KAAK,cAAc,EAAE,MAAM,aAAa,CAAC;AAElD,eAAO,MAAM,aAAa,EAAE,cAAc,EAkDzC,CAAC"}

package/dist/tools/dilution.js

@@ -0,0 +1,51 @@
+import { z } from 'zod';
+export const dilutionTools = [
+    {
+        name: 'calculate_dilution',
+        description: 'Calculate dilution impact for a hypothetical new funding round or equity issuance. ' +
+            'Returns pre- and post-dilution ownership percentages for each stakeholder.',
+        inputSchema: z.object({
+            companyId: z.string().describe('Company ID'),
+            newSharesIssued: z
+                .number()
+                .int()
+                .positive()
+                .describe('Number of new shares to be issued in the scenario'),
+            includeOptionPool: z
+                .boolean()
+                .optional()
+                .default(false)
+                .describe('Whether to include unissued option pool shares in the denominator'),
+            includeSafes: z
+                .boolean()
+                .optional()
+                .default(true)
+                .describe('Whether to include SAFEs in conversion when calculating dilution'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.post('/api/v1/dilution/calculate', input);
+            return {
+                content: [{ type: 'text', text: JSON.stringify(data, null, 2) }],
+            };
+        },
+    },
+    {
+        name: 'get_fully_diluted_shares',
+        description: 'Get the current fully diluted share count including outstanding shares, ' +
+            'options (granted and reserved), warrants, and convertible instruments.',
+        inputSchema: z.object({
+            companyId: z.string().describe('Company ID'),
+            asOfDate: z
+                .string()
+                .optional()
+                .describe('Calculate as of a specific date (ISO 8601 YYYY-MM-DD). Defaults to today.'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.get('/api/v1/dilution/fully-diluted', {
+                params: input,
+            });
+            return { content: [{ type: 'text', text: JSON.stringify(data, null, 2) }] };
+        },
+    },
+];
+//# sourceMappingURL=dilution.js.map

package/dist/tools/dilution.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"dilution.js","sourceRoot":"","sources":["../../src/tools/dilution.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAGxB,MAAM,CAAC,MAAM,aAAa,GAAqB;IAC7C;QACE,IAAI,EAAE,oBAAoB;QAC1B,WAAW,EACT,qFAAqF;YACrF,4EAA4E;QAC9E,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,YAAY,CAAC;YAC5C,eAAe,EAAE,CAAC;iBACf,MAAM,EAAE;iBACR,GAAG,EAAE;iBACL,QAAQ,EAAE;iBACV,QAAQ,CAAC,mDAAmD,CAAC;YAChE,iBAAiB,EAAE,CAAC;iBACjB,OAAO,EAAE;iBACT,QAAQ,EAAE;iBACV,OAAO,CAAC,KAAK,CAAC;iBACd,QAAQ,CAAC,mEAAmE,CAAC;YAChF,YAAY,EAAE,CAAC;iBACZ,OAAO,EAAE;iBACT,QAAQ,EAAE;iBACV,OAAO,CAAC,IAAI,CAAC;iBACb,QAAQ,CAAC,kEAAkE,CAAC;SAChF,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,MAAM,EAAE,EAAE;YAC/B,MAAM,EAAE,IAAI,EAAE,GAAG,MAAM,MAAM,CAAC,IAAI,CAAC,4BAA4B,EAAE,KAAK,CAAC,CAAC;YACxE,OAAO;gBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,IAAI,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE,CAAC;aACjE,CAAC;QACJ,CAAC;KACF;IACD;QACE,IAAI,EAAE,0BAA0B;QAChC,WAAW,EACT,0EAA0E;YAC1E,wEAAwE;QAC1E,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,YAAY,CAAC;YAC5C,QAAQ,EAAE,CAAC;iBACR,MAAM,EAAE;iBACR,QAAQ,EAAE;iBACV,QAAQ,CAAC,2EAA2E,CAAC;SACzF,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,MAAM,EAAE,EAAE;YAC/B,MAAM,EAAE,IAAI,EAAE,GAAG,MAAM,MAAM,CAAC,GAAG,CAAC,gCAAgC,EAAE;gBAClE,MAAM,EAAE,KAAK;aACd,CAAC,CAAC;YACH,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,IAAI,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE,CAAC,EAAE,CAAC;QAC9E,CAAC;KACF;CACF,CAAC"}

package/dist/tools/documents.d.ts

@@ -0,0 +1,3 @@
+import { type ToolDefinition } from '../types.js';
+export declare const documentTools: ToolDefinition[];
+//# sourceMappingURL=documents.d.ts.map

package/dist/tools/documents.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"documents.d.ts","sourceRoot":"","sources":["../../src/tools/documents.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,KAAK,cAAc,EAAE,MAAM,aAAa,CAAC;AAElD,eAAO,MAAM,aAAa,EAAE,cAAc,EAsEzC,CAAC"}

package/dist/tools/documents.js

@@ -0,0 +1,72 @@
+import { z } from 'zod';
+export const documentTools = [
+    {
+        name: 'list_documents',
+        description: 'List documents stored in OpenCap (shareholder agreements, option grants, board consents, etc.).',
+        inputSchema: z.object({
+            companyId: z.string().optional().describe('Filter by company ID'),
+            documentType: z
+                .enum([
+                'shareholder_agreement',
+                'option_grant',
+                'board_consent',
+                'safe',
+                'certificate',
+                'other',
+            ])
+                .optional()
+                .describe('Filter by document type'),
+            stakeholderId: z
+                .string()
+                .optional()
+                .describe('Filter documents associated with a stakeholder'),
+            limit: z.number().optional().default(50).describe('Max results to return'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.get('/api/v1/documents', { params: input });
+            const documents = data.documents ?? data;
+            return {
+                content: [{ type: 'text', text: JSON.stringify(documents, null, 2) }],
+            };
+        },
+    },
+    {
+        name: 'get_document',
+        description: 'Get metadata and details for a specific document by ID.',
+        inputSchema: z.object({
+            id: z.string().describe('Document ID'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.get(`/api/v1/documents/${input.id}`);
+            return { content: [{ type: 'text', text: JSON.stringify(data, null, 2) }] };
+        },
+    },
+    {
+        name: 'search_documents',
+        description: 'Search documents by keyword or metadata across all company documents.',
+        inputSchema: z.object({
+            query: z.string().describe('Search query string'),
+            companyId: z.string().optional().describe('Limit search to a specific company'),
+            documentType: z
+                .enum([
+                'shareholder_agreement',
+                'option_grant',
+                'board_consent',
+                'safe',
+                'certificate',
+                'other',
+            ])
+                .optional()
+                .describe('Filter by document type'),
+            limit: z.number().optional().default(20).describe('Max results to return'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.get('/api/v1/documents/search', { params: input });
+            const results = data.results ?? data;
+            return {
+                content: [{ type: 'text', text: JSON.stringify(results, null, 2) }],
+            };
+        },
+    },
+];
+//# sourceMappingURL=documents.js.map

package/dist/tools/documents.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"documents.js","sourceRoot":"","sources":["../../src/tools/documents.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAGxB,MAAM,CAAC,MAAM,aAAa,GAAqB;IAC7C;QACE,IAAI,EAAE,gBAAgB;QACtB,WAAW,EACT,iGAAiG;QACnG,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,sBAAsB,CAAC;YACjE,YAAY,EAAE,CAAC;iBACZ,IAAI,CAAC;gBACJ,uBAAuB;gBACvB,cAAc;gBACd,eAAe;gBACf,MAAM;gBACN,aAAa;gBACb,OAAO;aACR,CAAC;iBACD,QAAQ,EAAE;iBACV,QAAQ,CAAC,yBAAyB,CAAC;YACtC,aAAa,EAAE,CAAC;iBACb,MAAM,EAAE;iBACR,QAAQ,EAAE;iBACV,QAAQ,CAAC,gDAAgD,CAAC;YAC7D,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,OAAO,CAAC,EAAE,CAAC,CAAC,QAAQ,CAAC,uBAAuB,CAAC;SAC3E,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,MAAM,EAAE,EAAE;YAC/B,MAAM,EAAE,IAAI,EAAE,GAAG,MAAM,MAAM,CAAC,GAAG,CAAC,mBAAmB,EAAE,EAAE,MAAM,EAAE,KAAK,EAAE,CAAC,CAAC;YAC1E,MAAM,SAAS,GAAG,IAAI,CAAC,SAAS,IAAI,IAAI,CAAC;YACzC,OAAO;gBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,SAAS,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE,CAAC;aACtE,CAAC;QACJ,CAAC;KACF;IACD;QACE,IAAI,EAAE,cAAc;QACpB,WAAW,EAAE,yDAAyD;QACtE,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,EAAE,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,aAAa,CAAC;SACvC,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,MAAM,EAAE,EAAE;YAC/B,MAAM,EAAE,IAAI,EAAE,GAAG,MAAM,MAAM,CAAC,GAAG,CAAC,qBAAqB,KAAK,CAAC,EAAE,EAAE,CAAC,CAAC;YACnE,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,IAAI,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE,CAAC,EAAE,CAAC;QAC9E,CAAC;KACF;IACD;QACE,IAAI,EAAE,kBAAkB;QACxB,WAAW,EAAE,uEAAuE;QACpF,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;YACjD,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,oCAAoC,CAAC;YAC/E,YAAY,EAAE,CAAC;iBACZ,IAAI,CAAC;gBACJ,uBAAuB;gBACvB,cAAc;gBACd,eAAe;gBACf,MAAM;gBACN,aAAa;gBACb,OAAO;aACR,CAAC;iBACD,QAAQ,EAAE;iBACV,QAAQ,CAAC,yBAAyB,CAAC;YACtC,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,OAAO,CAAC,EAAE,CAAC,CAAC,QAAQ,CAAC,uBAAuB,CAAC;SAC3E,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,MAAM,EAAE,EAAE;YAC/B,MAAM,EAAE,IAAI,EAAE,GAAG,MAAM,MAAM,CAAC,GAAG,CAAC,0BAA0B,EAAE,EAAE,MAAM,EAAE,KAAK,EAAE,CAAC,CAAC;YACjF,MAAM,OAAO,GAAG,IAAI,CAAC,OAAO,IAAI,IAAI,CAAC;YACrC,OAAO;gBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,OAAO,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE,CAAC;aACpE,CAAC;QACJ,CAAC;KACF;CACF,CAAC"}

package/dist/tools/equityPlans.d.ts

@@ -0,0 +1,3 @@
+import { type ToolDefinition } from '../types.js';
+export declare const equityPlanTools: ToolDefinition[];
+//# sourceMappingURL=equityPlans.d.ts.map

package/dist/tools/equityPlans.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"equityPlans.d.ts","sourceRoot":"","sources":["../../src/tools/equityPlans.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,KAAK,cAAc,EAAE,MAAM,aAAa,CAAC;AAElD,eAAO,MAAM,eAAe,EAAE,cAAc,EA+D3C,CAAC"}

package/dist/tools/equityPlans.js

@@ -0,0 +1,65 @@
+import { z } from 'zod';
+export const equityPlanTools = [
+    {
+        name: 'list_equity_plans',
+        description: 'List all equity plans (stock option plans, RSU plans, etc.) in the company.',
+        inputSchema: z.object({
+            companyId: z.string().optional().describe('Filter by company ID'),
+            limit: z.number().optional().default(50).describe('Max results to return'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.get('/api/v1/equity-plans', { params: input });
+            const plans = data.equityPlans ?? data;
+            return {
+                content: [{ type: 'text', text: JSON.stringify(plans, null, 2) }],
+            };
+        },
+    },
+    {
+        name: 'get_equity_plan',
+        description: 'Get details for a specific equity plan by ID.',
+        inputSchema: z.object({
+            id: z.string().describe('Equity plan ID'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.get(`/api/v1/equity-plans/${input.id}`);
+            return { content: [{ type: 'text', text: JSON.stringify(data, null, 2) }] };
+        },
+    },
+    {
+        name: 'create_equity_plan',
+        description: 'Create a new equity incentive plan for employees or advisors.',
+        inputSchema: z.object({
+            name: z.string().describe('Plan name, e.g. "2024 Stock Option Plan"'),
+            planType: z
+                .enum(['ISO', 'NSO', 'RSA', 'RSU', 'SAR', 'other'])
+                .describe('Type of equity plan'),
+            sharesReserved: z
+                .number()
+                .int()
+                .positive()
+                .describe('Number of shares reserved for this plan'),
+            companyId: z.string().describe('Company ID this plan belongs to'),
+            expirationDate: z
+                .string()
+                .optional()
+                .describe('Plan expiration date in ISO 8601 format (YYYY-MM-DD)'),
+            defaultVestingSchedule: z
+                .object({
+                totalMonths: z.number().int().positive().describe('Total vesting period in months'),
+                cliffMonths: z.number().int().min(0).describe('Cliff period in months'),
+            })
+                .optional()
+                .describe('Default vesting schedule for grants under this plan'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.post('/api/v1/equity-plans', input);
+            return {
+                content: [
+                    { type: 'text', text: `Equity plan created: ${JSON.stringify(data, null, 2)}` },
+                ],
+            };
+        },
+    },
+];
+//# sourceMappingURL=equityPlans.js.map