@opencapstack/mcp-server 0.1.2 → 0.1.4

package/dist/auth.d.ts.map

@@ -1 +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"}
+{"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,CAQnC"}

package/dist/auth.js

@@ -11,6 +11,10 @@ export function getApiKey() {
     return key;
 }
 export function getBaseUrl() {
-    return process.env.OPENCAP_BASE_URL ?? 'https://api.opencapstack.com';
+    const url = process.env.OPENCAP_BASE_URL ?? 'https://api.opencapstack.com';
+    if (url.includes('/api/v1')) {
+        process.stderr.write(`Warning: OPENCAP_BASE_URL should not include /api/v1 — tools already prefix this path. Current value: ${url}\n`);
+    }
+    return url;
 }
 //# sourceMappingURL=auth.js.map

package/dist/auth.js.map

@@ -1 +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"}
+{"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,MAAM,GAAG,GAAG,OAAO,CAAC,GAAG,CAAC,gBAAgB,IAAI,8BAA8B,CAAC;IAC3E,IAAI,GAAG,CAAC,QAAQ,CAAC,SAAS,CAAC,EAAE,CAAC;QAC5B,OAAO,CAAC,MAAM,CAAC,KAAK,CAClB,yGAAyG,GAAG,IAAI,CACjH,CAAC;IACJ,CAAC;IACD,OAAO,GAAG,CAAC;AACb,CAAC"}

package/dist/client.d.ts.map

@@ -1 +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"}
+{"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,CAsD1D"}

package/dist/client.js

@@ -15,15 +15,27 @@ export function createClient(apiKey) {
     });
     client.interceptors.response.use((response) => response, (error) => {
         const status = error.response?.status;
+        const message = error.response?.data?.message ??
+            error.response?.data?.error ??
+            error.message ??
+            'Unknown error';
+        const path = error.config?.url ?? '';
         if (status === 401) {
-            throw new McpError(ErrorCode.InvalidRequest, 'API key rejected or expired — regenerate at https://app.opencapstack.com/settings');
+            throw new McpError(ErrorCode.InvalidRequest, 'API key rejected or expired. Regenerate at https://app.opencapstack.com/settings, or run the whoami tool to test your current key.');
         }
         if (status === 403) {
-            throw new McpError(ErrorCode.InvalidRequest, 'Access denied — check your account permissions');
+            throw new McpError(ErrorCode.InvalidRequest, 'Access denied. Check that your token companyId matches the companyId in your request.');
         }
-        // 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: ${message}`);
+        if (status === 404) {
+            const idHint = path.match(/\/([^/]+)$/)
+                ? ' Make sure you are using the domain ID field (e.g. safeId, row_id) from a list_* call, not the _id field.'
+                : '';
+            throw new McpError(ErrorCode.InvalidRequest, `Record not found.${idHint}`);
+        }
+        if (status === 500) {
+            throw new McpError(ErrorCode.InternalError, `Server error saving record: ${message}. Check that all referenced IDs exist (e.g. equityPlanId, employeeId, companyId) and try again.`);
+        }
+        throw new McpError(ErrorCode.InternalError, `OpenCap API error (${status}): ${message}`);
     });
     return client;
 }

package/dist/client.js.map

@@ -1 +1 @@
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+{"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;QACtC,MAAM,OAAO,GACX,KAAK,CAAC,QAAQ,EAAE,IAAI,EAAE,OAAO;YAC7B,KAAK,CAAC,QAAQ,EAAE,IAAI,EAAE,KAAK;YAC3B,KAAK,CAAC,OAAO;YACb,eAAe,CAAC;QAClB,MAAM,IAAI,GAAG,KAAK,CAAC,MAAM,EAAE,GAAG,IAAI,EAAE,CAAC;QAErC,IAAI,MAAM,KAAK,GAAG,EAAE,CAAC;YACnB,MAAM,IAAI,QAAQ,CAChB,SAAS,CAAC,cAAc,EACxB,oIAAoI,CACrI,CAAC;QACJ,CAAC;QAED,IAAI,MAAM,KAAK,GAAG,EAAE,CAAC;YACnB,MAAM,IAAI,QAAQ,CAChB,SAAS,CAAC,cAAc,EACxB,uFAAuF,CACxF,CAAC;QACJ,CAAC;QAED,IAAI,MAAM,KAAK,GAAG,EAAE,CAAC;YACnB,MAAM,MAAM,GAAG,IAAI,CAAC,KAAK,CAAC,YAAY,CAAC;gBACrC,CAAC,CAAC,2GAA2G;gBAC7G,CAAC,CAAC,EAAE,CAAC;YACP,MAAM,IAAI,QAAQ,CAAC,SAAS,CAAC,cAAc,EAAE,oBAAoB,MAAM,EAAE,CAAC,CAAC;QAC7E,CAAC;QAED,IAAI,MAAM,KAAK,GAAG,EAAE,CAAC;YACnB,MAAM,IAAI,QAAQ,CAChB,SAAS,CAAC,aAAa,EACvB,+BAA+B,OAAO,iGAAiG,CACxI,CAAC;QACJ,CAAC;QAED,MAAM,IAAI,QAAQ,CAAC,SAAS,CAAC,aAAa,EAAE,sBAAsB,MAAM,MAAM,OAAO,EAAE,CAAC,CAAC;IAC3F,CAAC,CACF,CAAC;IAEF,OAAO,MAAM,CAAC;AAChB,CAAC"}

package/dist/schema.d.ts

@@ -0,0 +1,13 @@
+/**
+ * Shared Zod coercion helpers for MCP tool input schemas.
+ *
+ * MCP clients (including Claude Code) send all arguments as strings. These
+ * helpers accept both the native type and a string representation and coerce
+ * to the appropriate JavaScript primitive so tools work correctly regardless
+ * of how the client serialises values.
+ */
+import { z } from 'zod';
+export declare const coerceInt: (description: string) => z.ZodEffects<z.ZodUnion<[z.ZodNumber, z.ZodString]>, number, string | number>;
+export declare const coerceFloat: (description: string) => z.ZodEffects<z.ZodUnion<[z.ZodNumber, z.ZodString]>, number, string | number>;
+export declare const coerceBool: (description: string) => z.ZodEffects<z.ZodUnion<[z.ZodBoolean, z.ZodString]>, boolean, string | boolean>;
+//# sourceMappingURL=schema.d.ts.map

package/dist/schema.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"schema.d.ts","sourceRoot":"","sources":["../src/schema.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB,eAAO,MAAM,SAAS,GAAI,aAAa,MAAM,kFAInB,CAAC;AAE3B,eAAO,MAAM,WAAW,GAAI,aAAa,MAAM,kFAIrB,CAAC;AAE3B,eAAO,MAAM,UAAU,GAAI,aAAa,MAAM,qFAIpB,CAAC"}

package/dist/schema.js

@@ -0,0 +1,22 @@
+/**
+ * Shared Zod coercion helpers for MCP tool input schemas.
+ *
+ * MCP clients (including Claude Code) send all arguments as strings. These
+ * helpers accept both the native type and a string representation and coerce
+ * to the appropriate JavaScript primitive so tools work correctly regardless
+ * of how the client serialises values.
+ */
+import { z } from 'zod';
+export const coerceInt = (description) => z
+    .union([z.number(), z.string()])
+    .transform((v) => parseInt(String(v), 10))
+    .describe(description);
+export const coerceFloat = (description) => z
+    .union([z.number(), z.string()])
+    .transform((v) => parseFloat(String(v)))
+    .describe(description);
+export const coerceBool = (description) => z
+    .union([z.boolean(), z.string()])
+    .transform((v) => v === true || v === 'true')
+    .describe(description);
+//# sourceMappingURL=schema.js.map

package/dist/schema.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"schema.js","sourceRoot":"","sources":["../src/schema.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB,MAAM,CAAC,MAAM,SAAS,GAAG,CAAC,WAAmB,EAAE,EAAE,CAC/C,CAAC;KACE,KAAK,CAAC,CAAC,CAAC,CAAC,MAAM,EAAE,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC;KAC/B,SAAS,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;KACzC,QAAQ,CAAC,WAAW,CAAC,CAAC;AAE3B,MAAM,CAAC,MAAM,WAAW,GAAG,CAAC,WAAmB,EAAE,EAAE,CACjD,CAAC;KACE,KAAK,CAAC,CAAC,CAAC,CAAC,MAAM,EAAE,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC;KAC/B,SAAS,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,UAAU,CAAC,MAAM,CAAC,CAAC,CAAC,CAAC,CAAC;KACvC,QAAQ,CAAC,WAAW,CAAC,CAAC;AAE3B,MAAM,CAAC,MAAM,UAAU,GAAG,CAAC,WAAmB,EAAE,EAAE,CAChD,CAAC;KACE,KAAK,CAAC,CAAC,CAAC,CAAC,OAAO,EAAE,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC;KAChC,SAAS,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,KAAK,IAAI,IAAI,CAAC,KAAK,MAAM,CAAC;KAC5C,QAAQ,CAAC,WAAW,CAAC,CAAC"}

package/dist/server.d.ts.map

@@ -1 +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"}
+{"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;AAc3C,OAAO,EAAE,KAAK,cAAc,EAAE,MAAM,YAAY,CAAC;AAEjD,QAAA,MAAM,SAAS,EAAE,cAAc,EAY9B,CAAC;AAEF,wBAAgB,YAAY,CAAC,MAAM,EAAE,aAAa,GAAG,MAAM,CAiD1D;AAKD,OAAO,EAAE,SAAS,EAAE,CAAC"}

package/dist/server.js

@@ -13,10 +13,14 @@ import { valuationTools } from './tools/valuations.js';
 import { dilutionTools } from './tools/dilution.js';
 import { waterfallTools } from './tools/waterfall.js';
 import { financialReportTools } from './tools/financialReports.js';
+import { equityGrantTools } from './tools/equityGrants.js';
+import { metaTools } from './tools/meta.js';
 const ALL_TOOLS = [
+    ...metaTools,
     ...stakeholderTools,
     ...shareClassTools,
     ...equityPlanTools,
+    ...equityGrantTools,
     ...safeTools,
     ...documentTools,
     ...valuationTools,
@@ -27,7 +31,7 @@ const ALL_TOOLS = [
 export function createServer(client) {
     const server = new Server({
         name: 'opencap-mcp',
-        version: '0.1.0',
+        version: '0.1.4',
     }, {
         capabilities: {
             tools: {},

package/dist/server.js.map

@@ -1 +1 @@
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package/dist/tools/dilution.d.ts.map

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

package/dist/tools/dilution.js

@@ -1,4 +1,5 @@
 import { z } from 'zod';
+import { coerceInt, coerceBool } from '../schema.js';
 export const dilutionTools = [
     {
         name: 'calculate_dilution',
@@ -6,21 +7,13 @@ export const dilutionTools = [
             '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()
+            newSharesIssued: coerceInt('Number of new shares to be issued in the scenario'),
+            includeOptionPool: coerceBool('Whether to include unissued option pool shares in the denominator')
                 .optional()
-                .default(false)
-                .describe('Whether to include unissued option pool shares in the denominator'),
-            includeSafes: z
-                .boolean()
+                .default(false),
+            includeSafes: coerceBool('Whether to include SAFEs in conversion when calculating dilution')
                 .optional()
-                .default(true)
-                .describe('Whether to include SAFEs in conversion when calculating dilution'),
+                .default(true),
         }),
         handler: async (input, client) => {
             const { data } = await client.post('/api/v1/dilution/calculate', input);

package/dist/tools/dilution.js.map

@@ -1 +1 @@
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+{"version":3,"file":"dilution.js","sourceRoot":"","sources":["../../src/tools/dilution.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,UAAU,EAAE,MAAM,cAAc,CAAC;AAGrD,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,SAAS,CACxB,mDAAmD,CACpD;YACD,iBAAiB,EAAE,UAAU,CAC3B,mEAAmE,CACpE;iBACE,QAAQ,EAAE;iBACV,OAAO,CAAC,KAAK,CAAC;YACjB,YAAY,EAAE,UAAU,CACtB,kEAAkE,CACnE;iBACE,QAAQ,EAAE;iBACV,OAAO,CAAC,IAAI,CAAC;SACjB,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.map

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

package/dist/tools/documents.js

@@ -1,4 +1,5 @@
 import { z } from 'zod';
+import { coerceInt } from '../schema.js';
 export const documentTools = [
     {
         name: 'list_documents',
@@ -20,7 +21,7 @@ export const documentTools = [
                 .string()
                 .optional()
                 .describe('Filter documents associated with a stakeholder'),
-            limit: z.number().optional().default(50).describe('Max results to return'),
+            limit: coerceInt('Max results to return').optional().default(50),
         }),
         handler: async (input, client) => {
             const { data } = await client.get('/api/v1/documents', { params: input });
@@ -58,7 +59,7 @@ export const documentTools = [
             ])
                 .optional()
                 .describe('Filter by document type'),
-            limit: z.number().optional().default(20).describe('Max results to return'),
+            limit: coerceInt('Max results to return').optional().default(20),
         }),
         handler: async (input, client) => {
             const { data } = await client.get('/api/v1/documents/search', { params: input });

package/dist/tools/documents.js.map

@@ -1 +1 @@
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package/dist/tools/equityGrants.d.ts

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

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

@@ -0,0 +1 @@
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package/dist/tools/equityGrants.js

@@ -0,0 +1,145 @@
+import { z } from 'zod';
+import { coerceInt, coerceFloat } from '../schema.js';
+export const equityGrantTools = [
+    {
+        name: 'list_equity_grants',
+        description: 'List all equity grants (options, RSAs, RSUs, etc.) for a company. ' +
+            'Use the `grantId` field from results for follow-up operations, not the `_id` field.',
+        inputSchema: z.object({
+            companyId: z.string().describe('Company ID'),
+            limit: coerceInt('Max results to return').optional().default(50),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.get('/api/v1/equity-grants', { params: input });
+            const grants = data.grants ?? data;
+            return {
+                content: [{ type: 'text', text: JSON.stringify(grants, null, 2) }],
+            };
+        },
+    },
+    {
+        name: 'get_equity_grant',
+        description: 'Get details for a specific equity grant by ID. ' +
+            'Use the `grantId` field from `list_equity_grants`, not the `_id` field.',
+        inputSchema: z.object({
+            id: z
+                .string()
+                .describe('Grant ID — use the `grantId` field from list_equity_grants, not `_id`'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.get(`/api/v1/equity-grants/${input.id}`);
+            return { content: [{ type: 'text', text: JSON.stringify(data, null, 2) }] };
+        },
+    },
+    {
+        name: 'create_equity_grant',
+        description: 'Create a new equity grant for an employee or advisor. ' +
+            'Use the `grantId` field from list_equity_grants for follow-up operations, not the `_id` field.',
+        inputSchema: z.object({
+            companyId: z.string().describe('Company ID'),
+            employeeId: z
+                .string()
+                .describe('Stakeholder ID of the grantee — use the `row_id` from list_stakeholders'),
+            equityPlanId: z
+                .string()
+                .describe('Equity plan ID — use the `row_id` from list_equity_plans'),
+            grantType: z
+                .enum(['ISO', 'NSO', 'RSA', 'RSU', 'SAR', 'other'])
+                .describe('Type of equity grant'),
+            numberOfShares: coerceInt('Number of shares in this grant'),
+            grantDate: z.string().describe('Grant date in ISO 8601 format (YYYY-MM-DD)'),
+            vestingStartDate: z
+                .string()
+                .optional()
+                .describe('Vesting start date in ISO 8601 format (YYYY-MM-DD). Defaults to grantDate.'),
+            strikePrice: coerceFloat('Exercise/strike price per share in USD (required for options)').optional(),
+            vestingSchedule: z
+                .object({
+                totalMonths: coerceInt('Total vesting period in months'),
+                cliffMonths: coerceInt('Cliff period in months'),
+            })
+                .optional()
+                .describe('Vesting schedule for this grant. Overrides the equity plan default.'),
+            notes: z.string().optional().describe('Free-text notes about this grant'),
+        }),
+        handler: async (input, client) => {
+            const { data: created } = await client.post('/api/v1/equity-grants', input);
+            const id = created.grantId ?? created.row_id ?? created._id;
+            try {
+                const { data: confirmed } = await client.get(`/api/v1/equity-grants/${id}`);
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `Equity grant created:\n${JSON.stringify(confirmed, null, 2)}\n\nID for follow-up operations: ${id}`,
+                        },
+                    ],
+                };
+            }
+            catch {
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `Equity grant created (could not confirm persisted state — verify with get_equity_grant):\n${JSON.stringify(created, null, 2)}`,
+                        },
+                    ],
+                };
+            }
+        },
+    },
+    {
+        name: 'update_equity_grant',
+        description: 'Update the status of an equity grant (e.g. approve, cancel, mark as exercised). ' +
+            'Use the `grantId` field from `list_equity_grants`, not the `_id` field.',
+        inputSchema: z.object({
+            id: z
+                .string()
+                .describe('Grant ID — use the `grantId` field from list_equity_grants, not `_id`'),
+            status: z
+                .enum(['pending', 'approved', 'active', 'exercised', 'cancelled', 'expired'])
+                .describe('New status for the grant'),
+        }),
+        handler: async (input, client) => {
+            const { id, ...body } = input;
+            const { data: updated } = await client.patch(`/api/v1/equity-grants/${id}/status`, body);
+            try {
+                const { data: confirmed } = await client.get(`/api/v1/equity-grants/${id}`);
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `Equity grant updated:\n${JSON.stringify(confirmed, null, 2)}\n\nID for follow-up operations: ${id}`,
+                        },
+                    ],
+                };
+            }
+            catch {
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `Equity grant updated (could not confirm persisted state — verify with get_equity_grant):\n${JSON.stringify(updated, null, 2)}`,
+                        },
+                    ],
+                };
+            }
+        },
+    },
+    {
+        name: 'get_vesting_schedule',
+        description: 'Get the full vesting schedule for a specific equity grant — shows each vesting event, ' +
+            'cliff date, and cumulative shares vested over time. ' +
+            'Use the `grantId` field from `list_equity_grants`, not the `_id` field.',
+        inputSchema: z.object({
+            id: z
+                .string()
+                .describe('Grant ID — use the `grantId` field from list_equity_grants, not `_id`'),
+        }),
+        handler: async (input, client) => {
+            const { data } = await client.get(`/api/v1/equity-grants/${input.id}/vesting`);
+            return { content: [{ type: 'text', text: JSON.stringify(data, null, 2) }] };
+        },
+    },
+];
+//# sourceMappingURL=equityGrants.js.map

package/dist/tools/equityGrants.js.map

@@ -0,0 +1 @@
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package/dist/tools/equityPlans.d.ts.map

@@ -1 +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"}
+{"version":3,"file":"equityPlans.d.ts","sourceRoot":"","sources":["../../src/tools/equityPlans.ts"],"names":[],"mappings":"AAEA,OAAO,EAAE,KAAK,cAAc,EAAE,MAAM,aAAa,CAAC;AAElD,eAAO,MAAM,eAAe,EAAE,cAAc,EA4E3C,CAAC"}

package/dist/tools/equityPlans.js

@@ -1,11 +1,12 @@
 import { z } from 'zod';
+import { coerceInt } from '../schema.js';
 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'),
+            limit: coerceInt('Max results to return').optional().default(50),
         }),
         handler: async (input, client) => {
             const { data } = await client.get('/api/v1/equity-plans', { params: input });
@@ -17,9 +18,9 @@ export const equityPlanTools = [
     },
     {
         name: 'get_equity_plan',
-        description: 'Get details for a specific equity plan by ID.',
+        description: 'Get details for a specific equity plan by ID. Use the `row_id` field from `list_equity_plans`.',
         inputSchema: z.object({
-            id: z.string().describe('Equity plan ID'),
+            id: z.string().describe('Equity plan ID — use the `row_id` field from list_equity_plans'),
         }),
         handler: async (input, client) => {
             const { data } = await client.get(`/api/v1/equity-plans/${input.id}`);
@@ -34,11 +35,7 @@ export const equityPlanTools = [
             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'),
+            sharesReserved: coerceInt('Number of shares reserved for this plan'),
             companyId: z.string().describe('Company ID this plan belongs to'),
             expirationDate: z
                 .string()
@@ -46,19 +43,36 @@ export const equityPlanTools = [
                 .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'),
+                totalMonths: coerceInt('Total vesting period in months'),
+                cliffMonths: coerceInt('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: ${JSON.stringify(data, null, 2)}` },
-                ],
-            };
+            const { data: created } = await client.post('/api/v1/equity-plans', input);
+            const id = created.row_id ?? created._id;
+            try {
+                const { data: confirmed } = await client.get(`/api/v1/equity-plans/${id}`);
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `Equity plan created:\n${JSON.stringify(confirmed, null, 2)}\n\nID for follow-up operations: ${id}`,
+                        },
+                    ],
+                };
+            }
+            catch {
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `Equity plan created (could not confirm persisted state — verify with get_equity_plan):\n${JSON.stringify(created, null, 2)}`,
+                        },
+                    ],
+                };
+            }
         },
     },
 ];

package/dist/tools/equityPlans.js.map

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+{"version":3,"file":"equityPlans.js","sourceRoot":"","sources":["../../src/tools/equityPlans.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,MAAM,cAAc,CAAC;AAGzC,MAAM,CAAC,MAAM,eAAe,GAAqB;IAC/C;QACE,IAAI,EAAE,mBAAmB;QACzB,WAAW,EACT,6EAA6E;QAC/E,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,sBAAsB,CAAC;YACjE,KAAK,EAAE,SAAS,CAAC,uBAAuB,CAAC,CAAC,QAAQ,EAAE,CAAC,OAAO,CAAC,EAAE,CAAC;SACjE,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,MAAM,EAAE,EAAE;YAC/B,MAAM,EAAE,IAAI,EAAE,GAAG,MAAM,MAAM,CAAC,GAAG,CAAC,sBAAsB,EAAE,EAAE,MAAM,EAAE,KAAK,EAAE,CAAC,CAAC;YAC7E,MAAM,KAAK,GAAG,IAAI,CAAC,WAAW,IAAI,IAAI,CAAC;YACvC,OAAO;gBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,KAAK,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE,CAAC;aAClE,CAAC;QACJ,CAAC;KACF;IACD;QACE,IAAI,EAAE,iBAAiB;QACvB,WAAW,EACT,gGAAgG;QAClG,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,EAAE,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,gEAAgE,CAAC;SAC1F,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,MAAM,EAAE,EAAE;YAC/B,MAAM,EAAE,IAAI,EAAE,GAAG,MAAM,MAAM,CAAC,GAAG,CAAC,wBAAwB,KAAK,CAAC,EAAE,EAAE,CAAC,CAAC;YACtE,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,oBAAoB;QAC1B,WAAW,EAAE,+DAA+D;QAC5E,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;YACrE,QAAQ,EAAE,CAAC;iBACR,IAAI,CAAC,CAAC,KAAK,EAAE,KAAK,EAAE,KAAK,EAAE,KAAK,EAAE,KAAK,EAAE,OAAO,CAAC,CAAC;iBAClD,QAAQ,CAAC,qBAAqB,CAAC;YAClC,cAAc,EAAE,SAAS,CAAC,yCAAyC,CAAC;YACpE,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;YACjE,cAAc,EAAE,CAAC;iBACd,MAAM,EAAE;iBACR,QAAQ,EAAE;iBACV,QAAQ,CAAC,sDAAsD,CAAC;YACnE,sBAAsB,EAAE,CAAC;iBACtB,MAAM,CAAC;gBACN,WAAW,EAAE,SAAS,CAAC,gCAAgC,CAAC;gBACxD,WAAW,EAAE,SAAS,CAAC,wBAAwB,CAAC;aACjD,CAAC;iBACD,QAAQ,EAAE;iBACV,QAAQ,CAAC,qDAAqD,CAAC;SACnE,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,MAAM,EAAE,EAAE;YAC/B,MAAM,EAAE,IAAI,EAAE,OAAO,EAAE,GAAG,MAAM,MAAM,CAAC,IAAI,CAAC,sBAAsB,EAAE,KAAK,CAAC,CAAC;YAC3E,MAAM,EAAE,GAAG,OAAO,CAAC,MAAM,IAAI,OAAO,CAAC,GAAG,CAAC;YACzC,IAAI,CAAC;gBACH,MAAM,EAAE,IAAI,EAAE,SAAS,EAAE,GAAG,MAAM,MAAM,CAAC,GAAG,CAAC,wBAAwB,EAAE,EAAE,CAAC,CAAC;gBAC3E,OAAO;oBACL,OAAO,EAAE;wBACP;4BACE,IAAI,EAAE,MAAM;4BACZ,IAAI,EAAE,yBAAyB,IAAI,CAAC,SAAS,CAAC,SAAS,EAAE,IAAI,EAAE,CAAC,CAAC,oCAAoC,EAAE,EAAE;yBAC1G;qBACF;iBACF,CAAC;YACJ,CAAC;YAAC,MAAM,CAAC;gBACP,OAAO;oBACL,OAAO,EAAE;wBACP;4BACE,IAAI,EAAE,MAAM;4BACZ,IAAI,EAAE,2FAA2F,IAAI,CAAC,SAAS,CAAC,OAAO,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE;yBACpI;qBACF;iBACF,CAAC;YACJ,CAAC;QACH,CAAC;KACF;CACF,CAAC"}

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

@@ -1 +1 @@
-{"version":3,"file":"financialReports.d.ts","sourceRoot":"","sources":["../../src/tools/financialReports.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,KAAK,cAAc,EAAE,MAAM,aAAa,CAAC;AAElD,eAAO,MAAM,oBAAoB,EAAE,cAAc,EA8EhD,CAAC"}
+{"version":3,"file":"financialReports.d.ts","sourceRoot":"","sources":["../../src/tools/financialReports.ts"],"names":[],"mappings":"AAEA,OAAO,EAAE,KAAK,cAAc,EAAE,MAAM,aAAa,CAAC;AAElD,eAAO,MAAM,oBAAoB,EAAE,cAAc,EAiGhD,CAAC"}

package/dist/tools/financialReports.js

@@ -1,4 +1,5 @@
 import { z } from 'zod';
+import { coerceInt, coerceBool } from '../schema.js';
 export const financialReportTools = [
     {
         name: 'list_financial_reports',
@@ -15,7 +16,7 @@ export const financialReportTools = [
             ])
                 .optional()
                 .describe('Filter by report type'),
-            limit: z.number().optional().default(20).describe('Max results to return'),
+            limit: coerceInt('Max results to return').optional().default(20),
         }),
         handler: async (input, client) => {
             const { data } = await client.get('/api/v1/financial-reports', { params: input });
@@ -27,9 +28,11 @@ export const financialReportTools = [
     },
     {
         name: 'get_financial_report',
-        description: 'Get the full contents of a specific financial report by ID.',
+        description: 'Get the full contents of a specific financial report by ID. Use the `row_id` field from `list_financial_reports`.',
         inputSchema: z.object({
-            id: z.string().describe('Financial report ID'),
+            id: z
+                .string()
+                .describe('Financial report ID — use the `row_id` field from list_financial_reports'),
         }),
         handler: async (input, client) => {
             const { data } = await client.get(`/api/v1/financial-reports/${input.id}`);
@@ -54,25 +57,38 @@ export const financialReportTools = [
                 .string()
                 .optional()
                 .describe('Generate the report as of this date (ISO 8601 YYYY-MM-DD). Defaults to today.'),
-            includeConvertibles: z
-                .boolean()
+            includeConvertibles: coerceBool('Include convertible instruments (SAFEs, notes) in the report')
                 .optional()
-                .default(true)
-                .describe('Include convertible instruments (SAFEs, notes) in the report'),
-            includeOptionPool: z
-                .boolean()
+                .default(true),
+            includeOptionPool: coerceBool('Include option pool (granted and unissued) in the report')
                 .optional()
-                .default(true)
-                .describe('Include option pool (granted and unissued) in the report'),
+                .default(true),
             title: z.string().optional().describe('Custom report title'),
         }),
         handler: async (input, client) => {
-            const { data } = await client.post('/api/v1/financial-reports', input);
-            return {
-                content: [
-                    { type: 'text', text: `Financial report created: ${JSON.stringify(data, null, 2)}` },
-                ],
-            };
+            const { data: created } = await client.post('/api/v1/financial-reports', input);
+            const id = created.row_id ?? created._id;
+            try {
+                const { data: confirmed } = await client.get(`/api/v1/financial-reports/${id}`);
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `Financial report created:\n${JSON.stringify(confirmed, null, 2)}\n\nID for follow-up operations: ${id}`,
+                        },
+                    ],
+                };
+            }
+            catch {
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `Financial report created (could not confirm persisted state — verify with get_financial_report):\n${JSON.stringify(created, null, 2)}`,
+                        },
+                    ],
+                };
+            }
         },
     },
 ];