npm - @thecorporation/corp-tools - Versions diffs - 1.0.5 → 26.3.3 - Mend

@thecorporation/corp-tools 1.0.5 → 26.3.3

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (5) hide show

package/dist/index.js CHANGED Viewed

@@ -5,6 +5,19 @@ var SessionExpiredError = class extends Error {
     this.name = "SessionExpiredError";
   }
 };
+async function extractErrorMessage(resp) {
+  try {
+    const text = await resp.text();
+    try {
+      const json = JSON.parse(text);
+      return json.error || json.message || json.detail || text;
+    } catch {
+      return text;
+    }
+  } catch {
+    return resp.statusText;
+  }
+}
 async function provisionWorkspace(apiUrl, name) {
   const url = `${apiUrl.replace(/\/+$/, "")}/v1/workspaces/provision`;
   const body = {};
@@ -14,7 +27,10 @@ async function provisionWorkspace(apiUrl, name) {
     headers: { "Content-Type": "application/json" },
     body: JSON.stringify(body)
   });
-  if (!resp.ok) throw new Error(`Provision failed: ${resp.status} ${resp.statusText}`);
+  if (!resp.ok) {
+    const detail = await extractErrorMessage(resp);
+    throw new Error(`Provision failed: ${resp.status} ${resp.statusText} \u2014 ${detail}`);
+  }
   return resp.json();
 }
 var CorpAPIClient = class {
@@ -43,34 +59,36 @@ var CorpAPIClient = class {
     if (body !== void 0) opts.body = JSON.stringify(body);
     return fetch(url, opts);
   }
+  async throwIfError(resp) {
+    if (resp.status === 401) throw new SessionExpiredError();
+    if (!resp.ok) {
+      const detail = await extractErrorMessage(resp);
+      throw new Error(`${resp.status} ${resp.statusText} \u2014 ${detail}`);
+    }
+  }
   async get(path, params) {
     const resp = await this.request("GET", path, void 0, params);
-    if (resp.status === 401) throw new SessionExpiredError();
-    if (!resp.ok) throw new Error(`${resp.status} ${resp.statusText}`);
+    await this.throwIfError(resp);
     return resp.json();
   }
   async post(path, body) {
     const resp = await this.request("POST", path, body);
-    if (resp.status === 401) throw new SessionExpiredError();
-    if (!resp.ok) throw new Error(`${resp.status} ${resp.statusText}`);
+    await this.throwIfError(resp);
     return resp.json();
   }
   async postWithParams(path, body, params) {
     const resp = await this.request("POST", path, body, params);
-    if (resp.status === 401) throw new SessionExpiredError();
-    if (!resp.ok) throw new Error(`${resp.status} ${resp.statusText}`);
+    await this.throwIfError(resp);
     return resp.json();
   }
   async patch(path, body) {
     const resp = await this.request("PATCH", path, body);
-    if (resp.status === 401) throw new SessionExpiredError();
-    if (!resp.ok) throw new Error(`${resp.status} ${resp.statusText}`);
+    await this.throwIfError(resp);
     return resp.json();
   }
   async del(path) {
     const resp = await this.request("DELETE", path);
-    if (resp.status === 401) throw new SessionExpiredError();
-    if (!resp.ok) throw new Error(`${resp.status} ${resp.statusText}`);
+    await this.throwIfError(resp);
   }
   // --- Workspace ---
   getStatus() {
@@ -97,8 +115,8 @@ var CorpAPIClient = class {
     return this.get(`/v1/workspaces/${this.workspaceId}/entities`);
   }
   // --- Contacts ---
-  listContacts() {
-    return this.get(`/v1/workspaces/${this.workspaceId}/contacts`);
+  listContacts(entityId) {
+    return this.get(`/v1/entities/${entityId}/contacts`);
   }
   getContact(id) {
     return this.get(`/v1/contacts/${id}`);
@@ -107,7 +125,7 @@ var CorpAPIClient = class {
     return this.get(`/v1/contacts/${id}/profile`);
   }
   createContact(data) {
-    return this.post(`/v1/workspaces/${this.workspaceId}/contacts`, data);
+    return this.post("/v1/contacts", data);
   }
   updateContact(id, data) {
     return this.patch(`/v1/contacts/${id}`, data);
@@ -122,11 +140,18 @@ var CorpAPIClient = class {
   getCapTable(entityId) {
     return this.get(`/v1/entities/${entityId}/cap-table`);
   }
-  getSafeNotes(entityId) {
-    return this.get(`/v1/entities/${entityId}/safe-notes`);
+  /** Extract SAFE instruments from the cap table (no dedicated list endpoint). */
+  async getSafeNotes(entityId) {
+    const ct = await this.getCapTable(entityId);
+    const instruments = ct.instruments ?? [];
+    const positions = ct.positions ?? [];
+    const safeIds = new Set(instruments.filter((i) => String(i.kind).toLowerCase() === "safe").map((i) => i.instrument_id));
+    if (safeIds.size === 0) return [];
+    return positions.filter((p) => safeIds.has(p.instrument_id));
   }
-  getShareTransfers(entityId) {
-    return this.get(`/v1/entities/${entityId}/share-transfers`);
+  /** Extract transfer-workflow info (no dedicated list endpoint for share transfers). */
+  async getShareTransfers(entityId) {
+    return [{ _note: "Use transfer workflows: POST /v1/equity/transfer-workflows to initiate transfers.", entity_id: entityId }];
   }
   getValuations(entityId) {
     return this.get(`/v1/entities/${entityId}/valuations`);
@@ -134,14 +159,19 @@ var CorpAPIClient = class {
   getCurrent409a(entityId) {
     return this.get(`/v1/entities/${entityId}/current-409a`);
   }
-  issueEquity(data) {
-    return this.post("/v1/equity/grants", data);
+  createValuation(data) {
+    return this.post("/v1/valuations", data);
   }
-  issueSafe(data) {
-    return this.post("/v1/safe-notes", data);
+  submitValuationForApproval(valuationId, entityId) {
+    return this.post(`/v1/valuations/${valuationId}/submit-for-approval`, { entity_id: entityId });
+  }
+  approveValuation(valuationId, entityId, resolutionId) {
+    const body = { entity_id: entityId };
+    if (resolutionId) body.resolution_id = resolutionId;
+    return this.post(`/v1/valuations/${valuationId}/approve`, body);
   }
   transferShares(data) {
-    return this.post("/v1/share-transfers", data);
+    return this.post("/v1/equity/transfer-workflows", data);
   }
   calculateDistribution(data) {
     return this.post("/v1/distributions", data);
@@ -165,6 +195,16 @@ var CorpAPIClient = class {
   executeRoundConversion(data) {
     return this.post("/v1/equity/conversions/execute", data);
   }
+  // --- Staged equity rounds ---
+  startEquityRound(data) {
+    return this.post("/v1/equity/rounds/staged", data);
+  }
+  addRoundSecurity(roundId, data) {
+    return this.post(`/v1/equity/rounds/${roundId}/securities`, data);
+  }
+  issueRound(roundId, data) {
+    return this.post(`/v1/equity/rounds/${roundId}/issue`, data);
+  }
   // --- Intent lifecycle helpers ---
   createExecutionIntent(data) {
     return this.post("/v1/execution/intents", data);
@@ -197,6 +237,33 @@ var CorpAPIClient = class {
   castVote(entityId, meetingId, itemId, data) {
     return this.postWithParams(`/v1/meetings/${meetingId}/agenda-items/${itemId}/vote`, data, { entity_id: entityId });
   }
+  sendNotice(meetingId, entityId) {
+    return this.postWithParams(`/v1/meetings/${meetingId}/notice`, {}, { entity_id: entityId });
+  }
+  adjournMeeting(meetingId, entityId) {
+    return this.postWithParams(`/v1/meetings/${meetingId}/adjourn`, {}, { entity_id: entityId });
+  }
+  cancelMeeting(meetingId, entityId) {
+    return this.postWithParams(`/v1/meetings/${meetingId}/cancel`, {}, { entity_id: entityId });
+  }
+  finalizeAgendaItem(meetingId, itemId, data) {
+    return this.post(`/v1/meetings/${meetingId}/agenda-items/${itemId}/finalize`, data);
+  }
+  computeResolution(meetingId, itemId, entityId, data) {
+    return this.postWithParams(`/v1/meetings/${meetingId}/agenda-items/${itemId}/resolution`, data, { entity_id: entityId });
+  }
+  attachResolutionDocument(meetingId, resolutionId, data) {
+    return this.post(`/v1/meetings/${meetingId}/resolutions/${resolutionId}/attach-document`, data);
+  }
+  writtenConsent(data) {
+    return this.post("/v1/meetings/written-consent", data);
+  }
+  listAgendaItems(meetingId, entityId) {
+    return this.get(`/v1/meetings/${meetingId}/agenda-items`, { entity_id: entityId });
+  }
+  listVotes(meetingId, itemId, entityId) {
+    return this.get(`/v1/meetings/${meetingId}/agenda-items/${itemId}/votes`, { entity_id: entityId });
+  }
   // --- Documents ---
   getEntityDocuments(entityId) {
     return this.get(`/v1/formations/${entityId}/documents`);
@@ -221,7 +288,7 @@ var CorpAPIClient = class {
     return this.post("/v1/payments", data);
   }
   openBankAccount(data) {
-    return this.post("/v1/bank-accounts", data);
+    return this.post("/v1/treasury/bank-accounts", data);
   }
   classifyContractor(data) {
     return this.post("/v1/contractors/classify", data);
@@ -251,8 +318,8 @@ var CorpAPIClient = class {
   createBillingPortal() {
     return this.post("/v1/billing/portal", { workspace_id: this.workspaceId });
   }
-  createBillingCheckout(tier, entityId) {
-    const body = { tier };
+  createBillingCheckout(planId, entityId) {
+    const body = { plan_id: planId };
     if (entityId) body.entity_id = entityId;
     return this.post("/v1/billing/checkout", body);
   }
@@ -266,6 +333,18 @@ var CorpAPIClient = class {
   createFormation(data) {
     return this.post("/v1/formations", data);
   }
+  createFormationWithCapTable(data) {
+    return this.post("/v1/formations/with-cap-table", data);
+  }
+  createPendingEntity(data) {
+    return this.post("/v1/formations/pending", data);
+  }
+  addFounder(entityId, data) {
+    return this.post(`/v1/formations/${entityId}/founders`, data);
+  }
+  finalizeFormation(entityId) {
+    return this.post(`/v1/formations/${entityId}/finalize`, {});
+  }
   // --- Human obligations ---
   getHumanObligations() {
     return this.get(`/v1/workspaces/${this.workspaceId}/human-obligations`);
@@ -289,7 +368,7 @@ var CorpAPIClient = class {
     return this.get("/v1/agents");
   }
   getAgent(id) {
-    return this.get(`/v1/agents/${id}`);
+    return this.get(`/v1/agents/${id}/resolved`);
   }
   createAgent(data) {
     return this.post("/v1/agents", data);
@@ -298,16 +377,10 @@ var CorpAPIClient = class {
     return this.patch(`/v1/agents/${id}`, data);
   }
   deleteAgent(id) {
-    return this.del(`/v1/agents/${id}`);
-  }
-  sendAgentMessage(id, body) {
-    return this.post(`/v1/agents/${id}/messages`, { body });
+    return this.patch(`/v1/agents/${id}`, { status: "disabled" });
   }
-  listAgentExecutions(id) {
-    return this.get(`/v1/agents/${id}/executions`);
-  }
-  getAgentUsage(id) {
-    return this.get(`/v1/agents/${id}/usage`);
+  sendAgentMessage(id, message) {
+    return this.post(`/v1/agents/${id}/messages`, { message });
   }
   addAgentSkill(id, data) {
     return this.post(`/v1/agents/${id}/skills`, data);
@@ -315,12 +388,12 @@ var CorpAPIClient = class {
   listSupportedModels() {
     return this.get("/v1/models");
   }
-  // --- Approvals ---
-  listPendingApprovals() {
-    return this.get("/v1/approvals/pending");
+  // --- Governance bodies ---
+  createGovernanceBody(data) {
+    return this.post("/v1/governance-bodies", data);
   }
-  respondApproval(id, decision, message = "") {
-    return this.patch(`/v1/approvals/${id}`, { decision, message });
+  createGovernanceSeat(bodyId, data) {
+    return this.post(`/v1/governance-bodies/${bodyId}/seats`, data);
   }
   // --- API Keys ---
   listApiKeys() {
@@ -351,971 +424,630 @@ var GENERATED_TOOL_DEFINITIONS = [
   {
     "type": "function",
     "function": {
-      "name": "get_workspace_status",
-      "description": "Get workspace status summary",
-      "parameters": {
-        "type": "object",
-        "properties": {},
-        "required": []
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "list_entities",
-      "description": "List all entities in the workspace",
-      "parameters": {
-        "type": "object",
-        "properties": {},
-        "required": []
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "get_cap_table",
-      "description": "Get cap table for an entity",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "entity_id"
-        ]
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "list_documents",
-      "description": "List documents for an entity",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "entity_id"
-        ]
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "list_safe_notes",
-      "description": "List SAFE notes for an entity",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "entity_id"
-        ]
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "list_agents",
-      "description": "List all agents in the workspace",
-      "parameters": {
-        "type": "object",
-        "properties": {},
-        "required": []
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "list_obligations",
-      "description": "List obligations with urgency tiers",
+      "name": "workspace",
+      "description": "Workspace-level queries. Actions: status (get workspace summary), list_entities (list all entities), obligations (list obligations, optional tier filter), billing (get billing status and plans).",
       "parameters": {
         "type": "object",
         "properties": {
+          "action": {
+            "type": "string",
+            "enum": ["status", "list_entities", "obligations", "billing"]
+          },
           "tier": {
-            "type": "string"
+            "type": "string",
+            "description": "obligations: filter by urgency tier"
           }
         },
-        "required": []
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "get_billing_status",
-      "description": "Get billing status and plans",
-      "parameters": {
-        "type": "object",
-        "properties": {},
-        "required": []
+        "required": ["action"]
       }
     }
   },
   {
     "type": "function",
     "function": {
-      "name": "form_entity",
-      "description": "Form a new business entity (LLC or corporation)",
+      "name": "entity",
+      "description": "Entity reads and lifecycle. Actions: get_cap_table (entity_id), list_documents (entity_id), list_safe_notes (entity_id), form (entity_type + entity_name + jurisdiction + members \u2014 legacy one-shot formation), create (entity_type + entity_name \u2014 step 1 of staged formation), add_founder (entity_id + name + email + role + ownership_pct \u2014 step 2), finalize (entity_id \u2014 step 3, generates docs + cap table), convert (entity_id + target_type), dissolve (entity_id + reason).",
       "parameters": {
         "type": "object",
         "properties": {
-          "entity_type": {
+          "action": {
             "type": "string",
-            "enum": [
-              "llc",
-              "corporation"
-            ]
-          },
-          "entity_name": {
-            "type": "string"
-          },
-          "jurisdiction": {
-            "type": "string"
+            "enum": ["get_cap_table", "list_documents", "list_safe_notes", "form", "create", "add_founder", "finalize", "convert", "dissolve"]
+          },
+          "entity_id": { "type": "string" },
+          "entity_type": { "type": "string", "enum": ["llc", "c_corp"] },
+          "entity_name": { "type": "string" },
+          "jurisdiction": { "type": "string", "description": "e.g. US-DE, US-WY. Defaults to US-WY for LLC, US-DE for corporation." },
+          "fiscal_year_end": { "type": "string", "description": "form: fiscal year end e.g. '12-31'" },
+          "s_corp_election": { "type": "boolean", "description": "form: elect S-Corp tax treatment" },
+          "transfer_restrictions": { "type": "boolean", "description": "form: include transfer restrictions in bylaws (corp)" },
+          "right_of_first_refusal": { "type": "boolean", "description": "form: include ROFR in bylaws (corp)" },
+          "company_address": {
+            "type": "object",
+            "properties": {
+              "street": { "type": "string" },
+              "street2": { "type": "string" },
+              "city": { "type": "string" },
+              "state": { "type": "string" },
+              "zip": { "type": "string" }
+            },
+            "required": ["street", "city", "state", "zip"]
           },
           "members": {
             "type": "array",
+            "description": "form: founding members array",
             "items": {
               "type": "object",
               "properties": {
-                "name": {
-                  "type": "string"
-                },
-                "investor_type": {
-                  "type": "string",
-                  "enum": [
-                    "natural_person",
-                    "agent",
-                    "entity"
-                  ]
-                },
-                "email": {
-                  "type": "string"
-                },
-                "agent_id": {
-                  "type": "string"
+                "name": { "type": "string" },
+                "investor_type": { "type": "string", "enum": ["natural_person", "agent", "entity"] },
+                "email": { "type": "string" },
+                "agent_id": { "type": "string" },
+                "entity_id": { "type": "string" },
+                "ownership_pct": { "type": "number" },
+                "membership_units": { "type": "integer" },
+                "share_count": { "type": "integer" },
+                "share_class": { "type": "string" },
+                "role": { "type": "string", "enum": ["director", "officer", "manager", "member", "chair"] },
+                "officer_title": { "type": "string", "enum": ["ceo", "cfo", "secretary", "president", "vp", "other"] },
+                "shares_purchased": { "type": "integer" },
+                "address": {
+                  "type": "object",
+                  "properties": {
+                    "street": { "type": "string" },
+                    "street2": { "type": "string" },
+                    "city": { "type": "string" },
+                    "state": { "type": "string" },
+                    "zip": { "type": "string" }
+                  }
                 },
-                "entity_id": {
-                  "type": "string"
+                "vesting": {
+                  "type": "object",
+                  "properties": {
+                    "total_months": { "type": "integer" },
+                    "cliff_months": { "type": "integer" },
+                    "acceleration": { "type": "string", "enum": ["single_trigger", "double_trigger"] }
+                  }
                 },
-                "ownership_pct": {
-                  "type": "number"
-                },
-                "membership_units": {
-                  "type": "integer"
-                },
-                "share_count": {
-                  "type": "integer"
-                },
-                "share_class": {
-                  "type": "string"
-                },
-                "role": {
-                  "type": "string"
-                }
+                "ip_description": { "type": "string" },
+                "is_incorporator": { "type": "boolean" }
               },
-              "required": [
-                "name",
-                "investor_type"
-              ]
+              "required": ["name", "investor_type"]
             }
-          }
-        },
-        "required": [
-          "entity_type",
-          "entity_name",
-          "jurisdiction",
-          "members"
-        ]
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "issue_equity",
-      "description": "Issue an equity grant",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "grant_type": {
-            "type": "string"
           },
-          "shares": {
-            "type": "integer"
-          },
-          "recipient_name": {
-            "type": "string"
-          },
-          "vesting_schedule": {
-            "type": "string"
-          }
+          "name": { "type": "string", "description": "add_founder: full legal name" },
+          "email": { "type": "string", "description": "add_founder: email address" },
+          "role": { "type": "string", "enum": ["director", "officer", "manager", "member", "chair"], "description": "add_founder: role" },
+          "ownership_pct": { "type": "number", "description": "add_founder: ownership percentage (e.g. 50 for 50%)" },
+          "officer_title": { "type": "string", "enum": ["ceo", "cfo", "secretary", "president", "vp", "other"], "description": "add_founder: officer title (corp only)" },
+          "is_incorporator": { "type": "boolean", "description": "add_founder: is sole incorporator (corp only)" },
+          "target_type": { "type": "string", "enum": ["llc", "c_corp"], "description": "convert: target entity type" },
+          "new_jurisdiction": { "type": "string", "description": "convert: target jurisdiction" },
+          "reason": { "type": "string", "description": "dissolve: dissolution reason" },
+          "effective_date": { "type": "string", "description": "dissolve: effective date" }
         },
-        "required": [
-          "entity_id",
-          "grant_type",
-          "shares",
-          "recipient_name"
-        ]
+        "required": ["action"]
       }
     }
   },
   {
     "type": "function",
     "function": {
-      "name": "issue_safe",
-      "description": "Issue a SAFE note",
+      "name": "equity",
+      "description": "Equity and cap table operations. Actions: start_round (entity_id + name + issuer_legal_entity_id \u2014 step 1), add_security (round_id + instrument_id + quantity + recipient_name \u2014 step 2), issue_round (round_id \u2014 step 3, closes round + creates board agenda item), issue (entity_id + grant_type + shares + recipient_name \u2014 legacy single grant), issue_safe (entity_id + investor_name + principal_amount_cents + safe_type + valuation_cap_cents), transfer (entity_id + from_holder + to_holder + shares + skip_governance_review=true \u2014 bypasses governance), distribution (entity_id + total_amount_cents).",
       "parameters": {
         "type": "object",
         "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "investor_name": {
-            "type": "string"
-          },
-          "principal_amount_cents": {
-            "type": "integer"
-          },
-          "safe_type": {
-            "type": "string"
-          },
-          "valuation_cap_cents": {
-            "type": "integer"
-          }
+          "action": {
+            "type": "string",
+            "enum": ["start_round", "add_security", "issue_round", "issue", "issue_safe", "transfer", "distribution"]
+          },
+          "entity_id": { "type": "string" },
+          "name": { "type": "string", "description": "start_round: round name (e.g. 'Seed Round')" },
+          "issuer_legal_entity_id": { "type": "string", "description": "start_round: from cap table" },
+          "pre_money_cents": { "type": "integer", "description": "start_round: pre-money valuation in cents" },
+          "round_price_cents": { "type": "integer", "description": "start_round: price per share in cents" },
+          "target_raise_cents": { "type": "integer", "description": "start_round: target raise in cents" },
+          "round_id": { "type": "string", "description": "add_security/issue_round: round ID" },
+          "instrument_id": { "type": "string", "description": "add_security: instrument ID from cap table" },
+          "quantity": { "type": "integer", "description": "add_security: number of shares/units" },
+          "recipient_name": { "type": "string", "description": "add_security/issue: recipient name" },
+          "holder_id": { "type": "string", "description": "add_security: existing holder ID" },
+          "email": { "type": "string", "description": "add_security: recipient email" },
+          "principal_cents": { "type": "integer", "description": "add_security: investment amount in cents" },
+          "grant_type": { "type": "string", "description": "issue/add_security: e.g. common, preferred, option" },
+          "shares": { "type": "integer", "description": "issue/transfer: number of shares" },
+          "vesting_schedule": { "type": "string", "description": "issue: vesting schedule" },
+          "investor_name": { "type": "string", "description": "issue_safe: investor name" },
+          "principal_amount_cents": { "type": "integer", "description": "issue_safe: principal in cents" },
+          "safe_type": { "type": "string", "description": "issue_safe: SAFE type" },
+          "valuation_cap_cents": { "type": "integer", "description": "issue_safe: valuation cap in cents" },
+          "from_holder": { "type": "string", "description": "transfer: source holder" },
+          "to_holder": { "type": "string", "description": "transfer: destination holder" },
+          "share_class_id": { "type": "string", "description": "transfer: share class" },
+          "transfer_type": { "type": "string", "description": "transfer: transfer type" },
+          "skip_governance_review": { "type": "boolean", "description": "transfer: must be true to confirm bypassing governance" },
+          "total_amount_cents": { "type": "integer", "description": "distribution: total amount in cents" },
+          "distribution_type": { "type": "string", "enum": ["dividend", "return", "liquidation"], "description": "distribution: type" },
+          "description": { "type": "string", "description": "distribution: description (required)" }
         },
-        "required": [
-          "entity_id",
-          "investor_name",
-          "principal_amount_cents",
-          "safe_type",
-          "valuation_cap_cents"
-        ]
+        "required": ["action"]
       }
     }
   },
   {
     "type": "function",
     "function": {
-      "name": "transfer_shares",
-      "description": "Transfer shares between holders",
+      "name": "valuation",
+      "description": "Valuation lifecycle. Actions: create (entity_id + valuation_type + effective_date + methodology \u2192 Draft), submit (entity_id + valuation_id \u2192 PendingApproval, auto-creates board agenda item), approve (entity_id + valuation_id + optional resolution_id \u2192 Approved, auto-supersedes previous 409A).",
       "parameters": {
         "type": "object",
         "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "share_class_id": {
-            "type": "string"
-          },
-          "from_holder": {
-            "type": "string"
-          },
-          "to_holder": {
-            "type": "string"
+          "action": {
+            "type": "string",
+            "enum": ["create", "submit", "approve"]
           },
-          "transfer_type": {
-            "type": "string"
+          "entity_id": { "type": "string" },
+          "valuation_id": { "type": "string", "description": "submit/approve: valuation ID" },
+          "valuation_type": {
+            "type": "string",
+            "enum": ["four_oh_nine_a", "llc_profits_interest", "fair_market_value", "gift", "estate", "other"],
+            "description": "create: valuation type"
           },
-          "shares": {
-            "type": "integer"
-          }
+          "effective_date": { "type": "string", "description": "create: effective date (ISO 8601)" },
+          "methodology": {
+            "type": "string",
+            "enum": ["income", "market", "asset", "backsolve", "hybrid", "other"],
+            "description": "create: valuation methodology"
+          },
+          "fmv_per_share_cents": { "type": "integer", "description": "create: FMV per share in cents" },
+          "enterprise_value_cents": { "type": "integer", "description": "create: enterprise value in cents" },
+          "hurdle_amount_cents": { "type": "integer", "description": "create: hurdle amount in cents" },
+          "provider_contact_id": { "type": "string", "description": "create: valuation provider contact ID" },
+          "report_document_id": { "type": "string", "description": "create: valuation report document ID" },
+          "resolution_id": { "type": "string", "description": "approve: resolution ID from board vote" }
         },
-        "required": [
-          "entity_id",
-          "from_holder",
-          "to_holder",
-          "shares"
-        ]
+        "required": ["action"]
       }
     }
   },
   {
     "type": "function",
     "function": {
-      "name": "calculate_distribution",
-      "description": "Calculate a distribution",
+      "name": "meeting",
+      "description": "Governance meeting lifecycle. Actions: schedule (entity_id + body_id + meeting_type + title), notice (entity_id + meeting_id \u2014 Draft\u2192Noticed), convene (entity_id + meeting_id + present_seat_ids \u2014 quorum check), vote (entity_id + meeting_id + agenda_item_id + voter_id + vote_value), resolve (entity_id + meeting_id + agenda_item_id + resolution_text \u2014 tally votes), finalize_item (entity_id + meeting_id + agenda_item_id + status), adjourn (entity_id + meeting_id), cancel (entity_id + meeting_id), consent (entity_id + body_id + title + description \u2014 written consent, no meeting), attach_document (entity_id + meeting_id + resolution_id + document_id), list_items (entity_id + meeting_id), list_votes (entity_id + meeting_id + agenda_item_id).",
       "parameters": {
         "type": "object",
         "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "total_amount_cents": {
-            "type": "integer"
-          },
-          "distribution_type": {
-            "type": "string"
-          }
+          "action": {
+            "type": "string",
+            "enum": ["schedule", "notice", "convene", "vote", "resolve", "finalize_item", "adjourn", "cancel", "consent", "attach_document", "list_items", "list_votes"]
+          },
+          "entity_id": { "type": "string" },
+          "meeting_id": { "type": "string" },
+          "body_id": { "type": "string", "description": "schedule/consent: governance body ID" },
+          "meeting_type": { "type": "string", "description": "schedule: meeting type" },
+          "title": { "type": "string", "description": "schedule/consent: meeting title" },
+          "description": { "type": "string", "description": "consent: description" },
+          "scheduled_date": { "type": "string", "description": "schedule: date (ISO 8601)" },
+          "agenda_item_titles": { "type": "array", "items": { "type": "string" }, "description": "schedule: agenda items" },
+          "present_seat_ids": { "type": "array", "items": { "type": "string" }, "description": "convene: seat IDs present" },
+          "agenda_item_id": { "type": "string", "description": "vote/resolve/finalize_item/list_votes: agenda item ID" },
+          "voter_id": { "type": "string", "description": "vote: voter seat ID" },
+          "vote_value": { "type": "string", "enum": ["for", "against", "abstain", "recusal"], "description": "vote: for, against, abstain, or recusal" },
+          "resolution_text": { "type": "string", "description": "resolve: resolution text" },
+          "effective_date": { "type": "string", "description": "resolve: optional effective date" },
+          "status": { "type": "string", "enum": ["Voted", "Discussed", "Tabled", "Withdrawn"], "description": "finalize_item: Voted, Discussed, Tabled, or Withdrawn" },
+          "resolution_id": { "type": "string", "description": "attach_document: resolution ID" },
+          "document_id": { "type": "string", "description": "attach_document: document ID" }
         },
-        "required": [
-          "entity_id",
-          "total_amount_cents"
-        ]
+        "required": ["action"]
       }
     }
   },
   {
     "type": "function",
     "function": {
-      "name": "create_invoice",
-      "description": "Create an invoice",
+      "name": "finance",
+      "description": "Financial operations. Actions: create_invoice (entity_id + customer_name + amount_cents + description + due_date), run_payroll (entity_id + pay_period_start + pay_period_end), submit_payment (entity_id + amount_cents + recipient), open_bank_account (entity_id + bank_name), reconcile (entity_id + start_date + end_date).",
       "parameters": {
         "type": "object",
         "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "customer_name": {
-            "type": "string"
-          },
-          "amount_cents": {
-            "type": "integer"
-          },
-          "description": {
-            "type": "string"
-          },
-          "due_date": {
-            "type": "string"
-          }
+          "action": {
+            "type": "string",
+            "enum": ["create_invoice", "run_payroll", "submit_payment", "open_bank_account", "reconcile"]
+          },
+          "entity_id": { "type": "string" },
+          "customer_name": { "type": "string", "description": "create_invoice: customer name" },
+          "amount_cents": { "type": "integer", "description": "create_invoice/submit_payment: amount in cents" },
+          "description": { "type": "string", "description": "create_invoice/submit_payment: description" },
+          "due_date": { "type": "string", "description": "create_invoice: due date" },
+          "pay_period_start": { "type": "string", "description": "run_payroll: start date" },
+          "pay_period_end": { "type": "string", "description": "run_payroll: end date" },
+          "recipient": { "type": "string", "description": "submit_payment: recipient" },
+          "bank_name": { "type": "string", "description": "open_bank_account: bank name (e.g. Mercury, SVB)" },
+          "start_date": { "type": "string", "description": "reconcile: start date" },
+          "end_date": { "type": "string", "description": "reconcile: end date" }
         },
-        "required": [
-          "entity_id",
-          "customer_name",
-          "amount_cents",
-          "description",
-          "due_date"
-        ]
+        "required": ["action"]
       }
     }
   },
   {
     "type": "function",
     "function": {
-      "name": "run_payroll",
-      "description": "Run payroll",
+      "name": "compliance",
+      "description": "Compliance and legal operations. Actions: file_tax (entity_id + document_type + tax_year), track_deadline (entity_id + deadline_type + due_date + description), classify_contractor (entity_id + contractor_name + state + hours_per_week), generate_contract (entity_id + template_type + counterparty_name, optional effective_date).",
       "parameters": {
         "type": "object",
         "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "pay_period_start": {
-            "type": "string"
-          },
-          "pay_period_end": {
-            "type": "string"
-          }
+          "action": {
+            "type": "string",
+            "enum": ["file_tax", "track_deadline", "classify_contractor", "generate_contract"]
+          },
+          "entity_id": { "type": "string" },
+          "document_type": { "type": "string", "description": "file_tax: tax document type" },
+          "tax_year": { "type": "integer", "description": "file_tax: tax year" },
+          "deadline_type": { "type": "string", "description": "track_deadline: deadline type" },
+          "due_date": { "type": "string", "description": "track_deadline: due date" },
+          "description": { "type": "string", "description": "track_deadline: description" },
+          "recurrence": { "type": "string", "description": "track_deadline: recurrence" },
+          "contractor_name": { "type": "string", "description": "classify_contractor: contractor name" },
+          "state": { "type": "string", "description": "classify_contractor: state" },
+          "hours_per_week": { "type": "integer", "description": "classify_contractor: hours/week" },
+          "exclusive_client": { "type": "boolean", "description": "classify_contractor: exclusive?" },
+          "duration_months": { "type": "integer", "description": "classify_contractor: duration" },
+          "provides_tools": { "type": "boolean", "description": "classify_contractor: provides own tools?" },
+          "template_type": { "type": "string", "enum": ["consulting_agreement", "employment_offer", "contractor_agreement", "nda", "custom"], "description": "generate_contract: template type" },
+          "counterparty_name": { "type": "string", "description": "generate_contract: counterparty name" },
+          "effective_date": { "type": "string", "description": "generate_contract: effective date (ISO 8601, defaults to today)" },
+          "parameters": { "type": "object", "description": "generate_contract: additional template parameters" }
         },
-        "required": [
-          "entity_id",
-          "pay_period_start",
-          "pay_period_end"
-        ]
+        "required": ["action"]
       }
     }
   },
   {
     "type": "function",
     "function": {
-      "name": "submit_payment",
-      "description": "Submit a payment",
+      "name": "document",
+      "description": "Document access, signing, and preview. Actions: signing_link (document_id \u2014 get signing link for a document), signer_link (obligation_id \u2014 generate signing link for a human obligation), download_link (document_id \u2014 get download link), preview_pdf (entity_id + document_id \u2014 preview a governance document as PDF without requiring a saved document).",
       "parameters": {
         "type": "object",
         "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "amount_cents": {
-            "type": "integer"
-          },
-          "recipient": {
-            "type": "string"
+          "action": {
+            "type": "string",
+            "enum": ["signing_link", "signer_link", "download_link", "preview_pdf"]
           },
-          "description": {
-            "type": "string"
-          }
+          "document_id": { "type": "string", "description": "signing_link/download_link/preview_pdf: document ID (or AST definition ID for preview_pdf)" },
+          "obligation_id": { "type": "string", "description": "signer_link: obligation ID" },
+          "entity_id": { "type": "string", "description": "preview_pdf: entity whose profile to use for rendering" }
         },
-        "required": [
-          "entity_id",
-          "amount_cents",
-          "recipient"
-        ]
+        "required": ["action"]
       }
     }
   },
   {
     "type": "function",
     "function": {
-      "name": "open_bank_account",
-      "description": "Open a business bank account",
+      "name": "checklist",
+      "description": "Workspace progress checklist. Actions: get (retrieve current checklist), update (checklist \u2014 set checklist content in markdown checkbox format).",
       "parameters": {
         "type": "object",
         "properties": {
-          "entity_id": {
-            "type": "string"
+          "action": {
+            "type": "string",
+            "enum": ["get", "update"]
           },
-          "institution_name": {
-            "type": "string"
-          }
+          "checklist": { "type": "string", "description": "update: markdown checklist content" }
         },
-        "required": [
-          "entity_id"
-        ]
+        "required": ["action"]
       }
     }
   },
   {
     "type": "function",
     "function": {
-      "name": "generate_contract",
-      "description": "Generate a contract from a template",
+      "name": "agent",
+      "description": "Agent management. Agents are for delegating recurring tasks \u2014 NOT for research or one-off questions. Requires a paid plan. Actions: list (list all agents), create (name + system_prompt), message (agent_id + message), update (agent_id + optional status), add_skill (agent_id + name + description).",
       "parameters": {
         "type": "object",
         "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "template_type": {
-            "type": "string"
-          },
-          "parameters": {
-            "type": "object"
-          }
+          "action": {
+            "type": "string",
+            "enum": ["list", "create", "message", "update", "add_skill"]
+          },
+          "agent_id": { "type": "string", "description": "message/update/add_skill: agent ID" },
+          "name": { "type": "string", "description": "create: agent name; add_skill: skill name" },
+          "system_prompt": { "type": "string", "description": "create: agent system prompt" },
+          "model": { "type": "string", "description": "create: model name" },
+          "message": { "type": "string", "description": "message: message text" },
+          "status": { "type": "string", "enum": ["active", "paused", "disabled"], "description": "update: new status" },
+          "description": { "type": "string", "description": "add_skill: skill description" },
+          "parameters": { "type": "object", "description": "add_skill: skill parameters schema" }
         },
-        "required": [
-          "entity_id",
-          "template_type"
-        ]
+        "required": ["action"]
       }
     }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "file_tax_document",
-      "description": "File a tax document",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "document_type": {
-            "type": "string"
-          },
-          "tax_year": {
-            "type": "integer"
-          }
-        },
-        "required": [
-          "entity_id",
-          "document_type",
-          "tax_year"
-        ]
-      }
+  }
+];
+// src/tools.ts
+function requiredString(args, key) {
+  const value = args[key];
+  if (typeof value !== "string" || value.trim().length === 0) {
+    throw new Error(`Missing required field: ${key}`);
+  }
+  return value;
+}
+var workspaceActions = {
+  status: async (_args, client) => client.getStatus(),
+  list_entities: async (_args, client) => client.listEntities(),
+  obligations: async (args, client) => client.getObligations(args.tier),
+  billing: async (_args, client) => {
+    const [status, plans] = await Promise.all([client.getBillingStatus(), client.getBillingPlans()]);
+    return { status, plans };
+  }
+};
+var entityActions = {
+  get_cap_table: async (args, client) => client.getCapTable(requiredString(args, "entity_id")),
+  list_documents: async (args, client) => client.getEntityDocuments(requiredString(args, "entity_id")),
+  list_safe_notes: async (args, client) => client.getSafeNotes(requiredString(args, "entity_id")),
+  create: async (args, client) => {
+    const entityType = args.entity_type;
+    let jurisdiction = args.jurisdiction || "";
+    if (!jurisdiction || jurisdiction.length === 2) {
+      jurisdiction = entityType === "llc" ? "US-WY" : "US-DE";
     }
+    return client.createPendingEntity({
+      entity_type: entityType,
+      legal_name: args.entity_name,
+      jurisdiction
+    });
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "track_deadline",
-      "description": "Track a compliance deadline",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "deadline_type": {
-            "type": "string"
-          },
-          "due_date": {
-            "type": "string"
-          },
-          "description": {
-            "type": "string"
-          },
-          "recurrence": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "entity_id",
-          "deadline_type",
-          "due_date",
-          "description"
-        ]
-      }
+  add_founder: async (args, client) => {
+    const entityId = requiredString(args, "entity_id");
+    let ownershipPct = args.ownership_pct;
+    if (typeof ownershipPct === "number" && ownershipPct > 1) {
+      ownershipPct = ownershipPct / 100;
     }
+    return client.addFounder(entityId, {
+      name: args.name,
+      email: args.email,
+      role: args.role,
+      ownership_pct: ownershipPct,
+      officer_title: args.officer_title,
+      is_incorporator: args.is_incorporator
+    });
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "classify_contractor",
-      "description": "Classify contractor risk",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "contractor_name": {
-            "type": "string"
-          },
-          "state": {
-            "type": "string"
-          },
-          "hours_per_week": {
-            "type": "integer"
-          },
-          "exclusive_client": {
-            "type": "boolean"
-          },
-          "duration_months": {
-            "type": "integer"
-          },
-          "provides_tools": {
-            "type": "boolean"
-          }
-        },
-        "required": [
-          "entity_id",
-          "contractor_name",
-          "state",
-          "hours_per_week"
-        ]
-      }
+  finalize: async (args, client, ctx) => {
+    const entityId = requiredString(args, "entity_id");
+    const result = await client.finalizeFormation(entityId);
+    if (entityId && ctx.onEntityFormed) {
+      ctx.onEntityFormed(entityId);
     }
+    return result;
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "reconcile_ledger",
-      "description": "Reconcile an entity's ledger",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "start_date": {
-            "type": "string"
-          },
-          "end_date": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "entity_id",
-          "start_date",
-          "end_date"
-        ]
+  form: async (args, client, ctx) => {
+    const entityType = args.entity_type;
+    let jurisdiction = args.jurisdiction || "";
+    if (!jurisdiction || jurisdiction.length === 2) {
+      jurisdiction = entityType === "llc" ? "US-WY" : "US-DE";
+    }
+    const members = args.members ?? [];
+    if (!members.length) return { error: "Members are required." };
+    for (const m of members) {
+      if (!m.investor_type) m.investor_type = "natural_person";
+      if (typeof m.ownership_pct === "number" && m.ownership_pct > 1) {
+        m.ownership_pct = m.ownership_pct / 100;
       }
     }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "convene_meeting",
-      "description": "Convene a governance meeting",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "meeting_id": {
-            "type": "string"
-          },
-          "present_seat_ids": {
-            "type": "array",
-            "items": {
-              "type": "string"
-            }
-          }
-        },
-        "required": [
-          "entity_id",
-          "meeting_id",
-          "present_seat_ids"
-        ]
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "cast_vote",
-      "description": "Cast a vote on an agenda item",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "meeting_id": {
-            "type": "string"
-          },
-          "agenda_item_id": {
-            "type": "string"
-          },
-          "voter_id": {
-            "type": "string"
-          },
-          "vote_value": {
-            "type": "string",
-            "description": "for, against, abstain, or recusal"
-          }
-        },
-        "required": [
-          "entity_id",
-          "meeting_id",
-          "agenda_item_id",
-          "voter_id",
-          "vote_value"
-        ]
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "schedule_meeting",
-      "description": "Schedule a board or member meeting",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "body_id": {
-            "type": "string"
-          },
-          "meeting_type": {
-            "type": "string"
-          },
-          "title": {
-            "type": "string"
-          },
-          "scheduled_date": {
-            "type": "string"
-          },
-          "agenda_item_titles": {
-            "type": "array",
-            "items": {
-              "type": "string"
-            }
-          }
-        },
-        "required": [
-          "entity_id",
-          "body_id",
-          "meeting_type",
-          "title"
-        ]
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "get_signer_link",
-      "description": "Generate a signing link for a human obligation",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "obligation_id": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "obligation_id"
-        ]
-      }
+    const result = await client.createFormationWithCapTable({
+      entity_type: entityType,
+      legal_name: args.entity_name,
+      jurisdiction,
+      members,
+      workspace_id: client.workspaceId,
+      fiscal_year_end: args.fiscal_year_end,
+      s_corp_election: args.s_corp_election,
+      transfer_restrictions: args.transfer_restrictions,
+      right_of_first_refusal: args.right_of_first_refusal,
+      company_address: args.company_address
+    });
+    const entityId = result.entity_id;
+    if (entityId && ctx.onEntityFormed) {
+      ctx.onEntityFormed(entityId);
     }
+    return result;
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "get_document_link",
-      "description": "Get a download link for a document",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "document_id": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "document_id"
-        ]
-      }
-    }
+  convert: async (args, client) => {
+    const body = { target_type: args.target_type ?? args.to_type ?? args.new_entity_type };
+    if (args.new_jurisdiction) body.new_jurisdiction = args.new_jurisdiction;
+    return client.convertEntity(requiredString(args, "entity_id"), body);
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "convert_entity",
-      "description": "Convert entity type",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "new_entity_type": {
-            "type": "string"
-          },
-          "new_jurisdiction": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "entity_id",
-          "new_entity_type"
-        ]
-      }
-    }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "dissolve_entity",
-      "description": "Dissolve an entity",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "entity_id": {
-            "type": "string"
-          },
-          "reason": {
-            "type": "string"
-          },
-          "effective_date": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "entity_id",
-          "reason"
-        ]
-      }
-    }
+  dissolve: async (args, client) => client.dissolveEntity(requiredString(args, "entity_id"), args)
+};
+var equityActions = {
+  start_round: async (args, client) => client.startEquityRound(args),
+  add_security: async (args, client) => {
+    const roundId = requiredString(args, "round_id");
+    return client.addRoundSecurity(roundId, args);
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "add_agent_skill",
-      "description": "Add a skill to an agent",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "agent_id": {
-            "type": "string"
-          },
-          "skill_name": {
-            "type": "string"
-          },
-          "description": {
-            "type": "string"
-          },
-          "instructions": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "agent_id",
-          "skill_name",
-          "description"
-        ]
-      }
-    }
+  issue_round: async (args, client) => {
+    const roundId = requiredString(args, "round_id");
+    return client.issueRound(roundId, args);
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "get_checklist",
-      "description": "Get the user's onboarding checklist",
-      "parameters": {
-        "type": "object",
-        "properties": {},
-        "required": []
-      }
+  issue: async (args, client) => {
+    const entityId = requiredString(args, "entity_id");
+    const capTable = await client.getCapTable(entityId);
+    const issuerLegalEntityId = capTable.issuer_legal_entity_id;
+    if (!issuerLegalEntityId) return { error: "No issuer legal entity found. Has this entity been formed with a cap table?" };
+    const instruments = capTable.instruments;
+    if (!instruments?.length) return { error: "No instruments found on cap table." };
+    let instrumentId = args.instrument_id;
+    if (!instrumentId) {
+      const grantType = (args.grant_type ?? "").toLowerCase();
+      const match = instruments.find(
+        (i) => i.kind.toLowerCase().includes(grantType) || i.symbol.toLowerCase().includes(grantType)
+      ) ?? instruments.find((i) => i.kind.toLowerCase().includes("common"));
+      instrumentId = (match ?? instruments[0]).instrument_id;
     }
+    const round = await client.startEquityRound({
+      entity_id: entityId,
+      name: `${args.grant_type ?? "equity"} grant \u2014 ${args.recipient_name ?? "unknown"}`,
+      issuer_legal_entity_id: issuerLegalEntityId
+    });
+    const roundId = round.round_id ?? round.equity_round_id;
+    const securityData = {
+      entity_id: entityId,
+      instrument_id: instrumentId,
+      quantity: args.shares ?? args.quantity,
+      recipient_name: args.recipient_name,
+      grant_type: args.grant_type
+    };
+    if (args.email) securityData.email = args.email;
+    await client.addRoundSecurity(roundId, securityData);
+    return client.issueRound(roundId, { entity_id: entityId });
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "update_checklist",
-      "description": "Update the user's onboarding checklist",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "checklist": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "checklist"
-        ]
-      }
-    }
+  issue_safe: async (args, client) => {
+    const entityId = requiredString(args, "entity_id");
+    const capTable = await client.getCapTable(entityId);
+    const issuerLegalEntityId = capTable.issuer_legal_entity_id;
+    if (!issuerLegalEntityId) return { error: "No issuer legal entity found." };
+    const instruments = capTable.instruments;
+    const safeInstrument = instruments?.find((i) => i.kind.toLowerCase() === "safe");
+    if (!safeInstrument) return { error: "No SAFE instrument found on cap table." };
+    const principalCents = args.principal_amount_cents ?? args.amount_cents ?? 0;
+    const round = await client.startEquityRound({
+      entity_id: entityId,
+      name: `SAFE \u2014 ${args.investor_name ?? "investor"}`,
+      issuer_legal_entity_id: issuerLegalEntityId
+    });
+    const roundId = round.round_id ?? round.equity_round_id;
+    const securityData = {
+      entity_id: entityId,
+      instrument_id: safeInstrument.instrument_id,
+      quantity: principalCents || 1,
+      recipient_name: args.investor_name,
+      principal_cents: principalCents,
+      grant_type: args.safe_type ?? "post_money"
+    };
+    if (args.email) securityData.email = args.email;
+    if (args.valuation_cap_cents) securityData.valuation_cap_cents = args.valuation_cap_cents;
+    await client.addRoundSecurity(roundId, securityData);
+    return client.issueRound(roundId, { entity_id: entityId });
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "get_signing_link",
-      "description": "Get a signing link for a document",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "document_id": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "document_id"
-        ]
-      }
+  transfer: async (args, client) => {
+    if (args.skip_governance_review !== true) {
+      return {
+        error: "Transfer blocked: governance review required. Use the transfer workflow (create_transfer_workflow \u2192 submit-review \u2192 record-board-approval \u2192 execute) for governed transfers. To bypass governance and record a direct transfer, pass skip_governance_review: true."
+      };
     }
+    return client.transferShares(args);
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "create_agent",
-      "description": "Create a new agent",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "name": {
-            "type": "string"
-          },
-          "system_prompt": {
-            "type": "string"
-          },
-          "model": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "name",
-          "system_prompt"
-        ]
-      }
+  distribution: async (args, client) => client.calculateDistribution(args)
+};
+var valuationActions = {
+  create: async (args, client) => client.createValuation(args),
+  submit: async (args, client) => client.submitValuationForApproval(
+    requiredString(args, "valuation_id"),
+    requiredString(args, "entity_id")
+  ),
+  approve: async (args, client) => client.approveValuation(
+    requiredString(args, "valuation_id"),
+    requiredString(args, "entity_id"),
+    args.resolution_id
+  )
+};
+var meetingActions = {
+  schedule: async (args, client) => {
+    const body = {
+      entity_id: requiredString(args, "entity_id"),
+      body_id: requiredString(args, "body_id"),
+      meeting_type: requiredString(args, "meeting_type"),
+      title: requiredString(args, "title")
+    };
+    const scheduledDate = args.scheduled_date ?? args.proposed_date;
+    if (typeof scheduledDate === "string" && scheduledDate.trim().length > 0) {
+      body.scheduled_date = scheduledDate;
     }
+    const agendaItems = args.agenda_item_titles ?? args.agenda_items;
+    if (Array.isArray(agendaItems)) body.agenda_item_titles = agendaItems;
+    return client.scheduleMeeting(body);
   },
-  {
-    "type": "function",
-    "function": {
-      "name": "send_agent_message",
-      "description": "Send a message to an agent",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "agent_id": {
-            "type": "string"
-          },
-          "body": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "agent_id",
-          "body"
-        ]
-      }
+  notice: async (args, client) => client.sendNotice(
+    requiredString(args, "meeting_id"),
+    requiredString(args, "entity_id")
+  ),
+  convene: async (args, client) => client.conveneMeeting(
+    requiredString(args, "meeting_id"),
+    requiredString(args, "entity_id"),
+    {
+      present_seat_ids: Array.isArray(args.present_seat_ids) ? args.present_seat_ids : []
     }
-  },
-  {
-    "type": "function",
-    "function": {
-      "name": "update_agent",
-      "description": "Update an agent",
-      "parameters": {
-        "type": "object",
-        "properties": {
-          "agent_id": {
-            "type": "string"
-          },
-          "status": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "agent_id"
-        ]
-      }
+  ),
+  vote: async (args, client) => client.castVote(
+    requiredString(args, "entity_id"),
+    requiredString(args, "meeting_id"),
+    requiredString(args, "agenda_item_id"),
+    {
+      voter_id: requiredString(args, "voter_id"),
+      vote_value: requiredString(args, "vote_value")
     }
-  }
-];
-// src/tools.ts
-function requiredString(args, key) {
-  const value = args[key];
-  if (typeof value !== "string" || value.trim().length === 0) {
-    throw new Error(`Missing required field: ${key}`);
-  }
-  return value;
-}
-var TOOL_HANDLERS = {
-  get_workspace_status: async (_args, client) => client.getStatus(),
-  list_obligations: async (args, client) => client.getObligations(args.tier),
-  list_entities: async (_args, client) => client.listEntities(),
-  get_cap_table: async (args, client) => client.getCapTable(args.entity_id),
-  list_documents: async (args, client) => client.getEntityDocuments(args.entity_id),
-  list_safe_notes: async (args, client) => client.getSafeNotes(args.entity_id),
-  list_agents: async (_args, client) => client.listAgents(),
-  get_billing_status: async (_args, client) => {
-    const [status, plans] = await Promise.all([client.getBillingStatus(), client.getBillingPlans()]);
-    return { status, plans };
+  ),
+  resolve: async (args, client) => {
+    const data = {
+      resolution_text: requiredString(args, "resolution_text")
+    };
+    if (typeof args.effective_date === "string") data.effective_date = args.effective_date;
+    return client.computeResolution(
+      requiredString(args, "meeting_id"),
+      requiredString(args, "agenda_item_id"),
+      requiredString(args, "entity_id"),
+      data
+    );
   },
-  form_entity: async (args, client, ctx) => {
-    const entityType = args.entity_type;
-    let jurisdiction = args.jurisdiction || "";
-    if (!jurisdiction || jurisdiction.length === 2) {
-      jurisdiction = entityType === "llc" ? "US-WY" : "US-DE";
-    }
-    const members = args.members ?? [];
-    if (!members.length) return { error: "Members are required." };
-    for (const m of members) {
-      if (!m.investor_type) m.investor_type = "natural_person";
-      if (typeof m.ownership_pct === "number" && m.ownership_pct > 1) {
-        m.ownership_pct = m.ownership_pct / 100;
-      }
+  finalize_item: async (args, client) => client.finalizeAgendaItem(
+    requiredString(args, "meeting_id"),
+    requiredString(args, "agenda_item_id"),
+    {
+      entity_id: requiredString(args, "entity_id"),
+      status: requiredString(args, "status")
     }
-    const result = await client.createFormation({
-      entity_type: entityType,
-      legal_name: args.entity_name,
-      jurisdiction,
-      members,
-      workspace_id: client.workspaceId
-    });
-    const entityId = result.entity_id;
-    if (entityId && ctx.onEntityFormed) {
-      ctx.onEntityFormed(entityId);
+  ),
+  adjourn: async (args, client) => client.adjournMeeting(
+    requiredString(args, "meeting_id"),
+    requiredString(args, "entity_id")
+  ),
+  cancel: async (args, client) => client.cancelMeeting(
+    requiredString(args, "meeting_id"),
+    requiredString(args, "entity_id")
+  ),
+  consent: async (args, client) => client.writtenConsent({
+    entity_id: requiredString(args, "entity_id"),
+    body_id: requiredString(args, "body_id"),
+    title: requiredString(args, "title"),
+    description: args.description ?? ""
+  }),
+  attach_document: async (args, client) => client.attachResolutionDocument(
+    requiredString(args, "meeting_id"),
+    requiredString(args, "resolution_id"),
+    {
+      entity_id: requiredString(args, "entity_id"),
+      document_id: requiredString(args, "document_id")
     }
-    return result;
-  },
-  issue_equity: async (args, client) => client.issueEquity(args),
-  issue_safe: async (args, client) => client.issueSafe(args),
+  ),
+  list_items: async (args, client) => client.listAgendaItems(
+    requiredString(args, "meeting_id"),
+    requiredString(args, "entity_id")
+  ),
+  list_votes: async (args, client) => client.listVotes(
+    requiredString(args, "meeting_id"),
+    requiredString(args, "agenda_item_id"),
+    requiredString(args, "entity_id")
+  )
+};
+var financeActions = {
   create_invoice: async (args, client) => {
     if (!("amount_cents" in args) && Array.isArray(args.line_items)) {
       args.amount_cents = args.line_items.reduce((sum, item) => sum + (item.amount_cents ?? 0), 0);
@@ -1330,12 +1062,29 @@ var TOOL_HANDLERS = {
   submit_payment: async (args, client) => client.submitPayment(args),
   open_bank_account: async (args, client) => {
     const body = { entity_id: args.entity_id };
-    if (args.institution_name) body.institution_name = args.institution_name;
+    body.bank_name = args.bank_name ?? args.institution_name ?? "Mercury";
     return client.openBankAccount(body);
   },
-  generate_contract: async (args, client) => client.generateContract(args),
-  file_tax_document: async (args, client) => client.fileTaxDocument(args),
-  get_signer_link: async (args, client) => {
+  reconcile: async (args, client) => client.reconcileLedger(args)
+};
+var complianceActions = {
+  file_tax: async (args, client) => client.fileTaxDocument(args),
+  track_deadline: async (args, client) => client.trackDeadline(args),
+  classify_contractor: async (args, client) => client.classifyContractor(args),
+  generate_contract: async (args, client) => {
+    const data = {
+      entity_id: requiredString(args, "entity_id"),
+      template_type: requiredString(args, "template_type"),
+      counterparty_name: args.counterparty_name ?? args.counterparty ?? "",
+      effective_date: args.effective_date ?? (/* @__PURE__ */ new Date()).toISOString().slice(0, 10)
+    };
+    if (args.parameters) data.parameters = args.parameters;
+    return client.generateContract(data);
+  }
+};
+var documentActions = {
+  signing_link: async (args, client) => client.getSigningLink(args.document_id),
+  signer_link: async (args, client) => {
     const result = await client.getSignerToken(args.obligation_id);
     const token = result.token ?? "";
     const obligationId = args.obligation_id;
@@ -1347,42 +1096,7 @@ var TOOL_HANDLERS = {
       message: "Share this link with the signer. Link expires in 15 minutes."
     };
   },
-  schedule_meeting: async (args, client) => {
-    const body = {
-      entity_id: requiredString(args, "entity_id"),
-      body_id: requiredString(args, "body_id"),
-      meeting_type: requiredString(args, "meeting_type"),
-      title: requiredString(args, "title")
-    };
-    const scheduledDate = args.scheduled_date ?? args.proposed_date;
-    if (typeof scheduledDate === "string" && scheduledDate.trim().length > 0) {
-      body.scheduled_date = scheduledDate;
-    }
-    const agendaItems = args.agenda_item_titles ?? args.agenda_items;
-    if (Array.isArray(agendaItems)) body.agenda_item_titles = agendaItems;
-    return client.scheduleMeeting(body);
-  },
-  cast_vote: async (args, client) => client.castVote(
-    requiredString(args, "entity_id"),
-    requiredString(args, "meeting_id"),
-    requiredString(args, "agenda_item_id"),
-    {
-      voter_id: requiredString(args, "voter_id"),
-      vote_value: requiredString(args, "vote_value")
-    }
-  ),
-  update_checklist: async (args, _client, ctx) => {
-    const path = join(ctx.dataDir, "checklist.md");
-    mkdirSync(ctx.dataDir, { recursive: true });
-    writeFileSync(path, args.checklist);
-    return { status: "updated", checklist: args.checklist };
-  },
-  get_checklist: async (_args, _client, ctx) => {
-    const path = join(ctx.dataDir, "checklist.md");
-    if (existsSync(path)) return { checklist: readFileSync(path, "utf-8") };
-    return { checklist: null, message: "No checklist yet." };
-  },
-  get_document_link: async (args, client) => {
+  download_link: async (args, client) => {
     const docId = args.document_id;
     try {
       const resp = await fetch(`${client.apiUrl}/v1/documents/${docId}/request-copy`, {
@@ -1403,45 +1117,81 @@ var TOOL_HANDLERS = {
       };
     }
   },
-  get_signing_link: async (args, client) => client.getSigningLink(args.document_id),
-  convert_entity: async (args, client) => client.convertEntity(args.entity_id, args),
-  dissolve_entity: async (args, client) => client.dissolveEntity(args.entity_id, args),
-  transfer_shares: async (args, client) => client.transferShares(args),
-  calculate_distribution: async (args, client) => client.calculateDistribution(args),
-  classify_contractor: async (args, client) => client.classifyContractor(args),
-  reconcile_ledger: async (args, client) => client.reconcileLedger(args),
-  track_deadline: async (args, client) => client.trackDeadline(args),
-  convene_meeting: async (args, client) => client.conveneMeeting(
-    requiredString(args, "meeting_id"),
-    requiredString(args, "entity_id"),
-    {
-      present_seat_ids: Array.isArray(args.present_seat_ids) ? args.present_seat_ids : []
-    }
-  ),
-  create_agent: async (args, client) => client.createAgent(args),
-  send_agent_message: async (args, client) => client.sendAgentMessage(args.agent_id, args.body),
-  update_agent: async (args, client) => client.updateAgent(args.agent_id, args),
-  add_agent_skill: async (args, client) => client.addAgentSkill(args.agent_id, args)
+  preview_pdf: async (args, client) => {
+    const entityId = args.entity_id;
+    const documentId = args.document_id;
+    const qs = new URLSearchParams({ entity_id: entityId, document_id: documentId }).toString();
+    return {
+      entity_id: entityId,
+      document_id: documentId,
+      download_url: `${client.apiUrl}/v1/documents/preview/pdf?${qs}`,
+      note: "Use your API key to authenticate the download."
+    };
+  }
+};
+var checklistActions = {
+  get: async (_args, _client, ctx) => {
+    const path = join(ctx.dataDir, "checklist.md");
+    if (existsSync(path)) return { checklist: readFileSync(path, "utf-8") };
+    return { checklist: null, message: "No checklist yet." };
+  },
+  update: async (args, _client, ctx) => {
+    const path = join(ctx.dataDir, "checklist.md");
+    mkdirSync(ctx.dataDir, { recursive: true });
+    writeFileSync(path, args.checklist);
+    return { status: "updated", checklist: args.checklist };
+  }
+};
+var agentActions = {
+  list: async (_args, client) => client.listAgents(),
+  create: async (args, client) => client.createAgent(args),
+  message: async (args, client) => client.sendAgentMessage(args.agent_id, args.message ?? args.body),
+  update: async (args, client) => client.updateAgent(args.agent_id, args),
+  add_skill: async (args, client) => client.addAgentSkill(args.agent_id, args)
+};
+var TOOL_DISPATCH = {
+  workspace: workspaceActions,
+  entity: entityActions,
+  equity: equityActions,
+  valuation: valuationActions,
+  meeting: meetingActions,
+  finance: financeActions,
+  compliance: complianceActions,
+  document: documentActions,
+  checklist: checklistActions,
+  agent: agentActions
 };
 var TOOL_DEFINITIONS = GENERATED_TOOL_DEFINITIONS;
-var READ_ONLY_TOOLS = /* @__PURE__ */ new Set([
-  "get_workspace_status",
-  "list_entities",
-  "get_cap_table",
-  "list_documents",
-  "list_safe_notes",
-  "list_agents",
-  "get_checklist",
-  "get_signing_link",
-  "list_obligations",
-  "get_billing_status"
+var READ_ONLY_ACTIONS = /* @__PURE__ */ new Set([
+  "workspace:status",
+  "workspace:list_entities",
+  "workspace:obligations",
+  "workspace:billing",
+  "entity:get_cap_table",
+  "entity:list_documents",
+  "entity:list_safe_notes",
+  "document:signing_link",
+  "document:signer_link",
+  "document:download_link",
+  "document:preview_pdf",
+  "checklist:get",
+  "meeting:list_items",
+  "meeting:list_votes",
+  "agent:list"
 ]);
-function isWriteTool(name) {
-  return !READ_ONLY_TOOLS.has(name);
+function isWriteTool(name, args) {
+  if (args && typeof args.action === "string") {
+    return !READ_ONLY_ACTIONS.has(`${name}:${args.action}`);
+  }
+  return true;
 }
 async function executeTool(name, args, client, ctx) {
-  const handler = TOOL_HANDLERS[name];
-  if (!handler) return JSON.stringify({ error: `Unknown tool: ${name}` });
+  const dispatch = TOOL_DISPATCH[name];
+  if (!dispatch) return JSON.stringify({ error: `Unknown tool: ${name}` });
+  const action = args.action;
+  if (!action) return JSON.stringify({ error: `Missing required field: action` });
+  const handler = dispatch[action];
+  if (!handler) return JSON.stringify({ error: `Unknown action "${action}" for tool "${name}"` });
   try {
     const result = await handler(args, client, ctx);
     return JSON.stringify(result, null, 0);
@@ -1468,40 +1218,83 @@ function describeToolCall(name, args) {
   a._amount ??= "?";
   a.institution_name ??= "Mercury";
   a.payment_method ??= "ach";
+  const action = a.action;
+  const key = action ? `${name}:${action}` : name;
   const fmts = {
-    form_entity: 'Form a new {entity_type} named "{entity_name}" in {jurisdiction}',
-    convert_entity: "Convert entity to {new_entity_type}",
-    dissolve_entity: "Dissolve entity \u2014 {dissolution_reason}",
-    issue_equity: "Issue {shares} {grant_type} shares to {recipient_name}",
-    transfer_shares: "Transfer {shares} shares to {to_recipient_name}",
-    issue_safe: "Issue SAFE note to {investor_name} for {_amount}",
-    calculate_distribution: "Calculate {distribution_type} distribution of {_amount}",
-    create_invoice: "Create invoice for {customer_name} \u2014 {_amount}",
-    run_payroll: "Run payroll for {pay_period_start} to {pay_period_end}",
-    submit_payment: "Submit {_amount} payment to {recipient} via {payment_method}",
-    open_bank_account: "Open bank account at {institution_name}",
-    reconcile_ledger: "Reconcile ledger from {start_date} to {end_date}",
-    generate_contract: "Generate {template_type} contract for {counterparty_name}",
-    file_tax_document: "File {document_type} for tax year {tax_year}",
-    track_deadline: "Track {deadline_type} deadline \u2014 {description}",
-    classify_contractor: "Classify contractor {contractor_name} in {state}",
-    convene_meeting: "Convene {meeting_type} meeting",
-    cast_vote: "Cast {vote} vote",
-    schedule_meeting: "Schedule {meeting_type} meeting: {title}",
-    update_checklist: "Update workspace checklist",
-    create_agent: 'Create agent "{name}"',
-    send_agent_message: "Send message to agent",
-    update_agent: "Update agent configuration",
-    add_agent_skill: 'Add skill "{skill_name}" to agent'
+    // workspace
+    "workspace:status": "Get workspace status",
+    "workspace:list_entities": "List all entities",
+    "workspace:obligations": "List obligations",
+    "workspace:billing": "Get billing status",
+    // entity
+    "entity:get_cap_table": "Get cap table",
+    "entity:list_documents": "List documents",
+    "entity:list_safe_notes": "List SAFE notes",
+    "entity:create": 'Create pending {entity_type} named "{entity_name}"',
+    "entity:add_founder": 'Add founder "{name}" ({role}, {ownership_pct}%)',
+    "entity:finalize": "Finalize formation and generate documents + cap table",
+    "entity:form": 'Form a new {entity_type} named "{entity_name}" in {jurisdiction}',
+    "entity:convert": "Convert entity to {new_entity_type}",
+    "entity:dissolve": "Dissolve entity \u2014 {reason}",
+    // equity
+    "equity:start_round": 'Start equity round "{name}"',
+    "equity:add_security": "Add {quantity} shares to {recipient_name} in round",
+    "equity:issue_round": "Issue all securities and close the round",
+    "equity:issue": "Issue {shares} {grant_type} shares to {recipient_name}",
+    "equity:issue_safe": "Issue SAFE note to {investor_name} for {_amount}",
+    "equity:transfer": "Direct transfer {shares} shares (bypass governance)",
+    "equity:distribution": "Calculate {distribution_type} distribution of {_amount}",
+    // valuation
+    "valuation:create": "Create {valuation_type} valuation effective {effective_date}",
+    "valuation:submit": "Submit valuation for board approval",
+    "valuation:approve": "Approve valuation",
+    // meeting
+    "meeting:schedule": 'Schedule {meeting_type} meeting: "{title}"',
+    "meeting:notice": "Send notice for meeting",
+    "meeting:convene": "Convene meeting",
+    "meeting:vote": "Cast {vote_value} vote",
+    "meeting:resolve": "Compute resolution for agenda item",
+    "meeting:finalize_item": "Finalize agenda item to {status}",
+    "meeting:adjourn": "Adjourn meeting",
+    "meeting:cancel": "Cancel meeting",
+    "meeting:consent": 'Create written consent: "{title}"',
+    "meeting:attach_document": "Attach document to resolution",
+    "meeting:list_items": "List agenda items for meeting",
+    "meeting:list_votes": "List votes on agenda item",
+    // finance
+    "finance:create_invoice": "Create invoice for {customer_name} \u2014 {_amount}",
+    "finance:run_payroll": "Run payroll for {pay_period_start} to {pay_period_end}",
+    "finance:submit_payment": "Submit {_amount} payment to {recipient} via {payment_method}",
+    "finance:open_bank_account": "Open bank account at {institution_name}",
+    "finance:reconcile": "Reconcile ledger from {start_date} to {end_date}",
+    // compliance
+    "compliance:file_tax": "File {document_type} for tax year {tax_year}",
+    "compliance:track_deadline": "Track {deadline_type} deadline \u2014 {description}",
+    "compliance:classify_contractor": "Classify contractor {contractor_name} in {state}",
+    "compliance:generate_contract": "Generate {template_type} contract for {counterparty_name}",
+    // document
+    "document:signing_link": "Get signing link for document",
+    "document:signer_link": "Generate signer link for obligation",
+    "document:download_link": "Get download link for document",
+    "document:preview_pdf": "Preview document PDF for {document_id}",
+    // checklist
+    "checklist:get": "Get workspace checklist",
+    "checklist:update": "Update workspace checklist",
+    // agent
+    "agent:list": "List agents",
+    "agent:create": 'Create agent "{name}"',
+    "agent:message": "Send message to agent",
+    "agent:update": "Update agent configuration",
+    "agent:add_skill": 'Add skill "{skill_name}" to agent'
   };
-  const fmt = fmts[name];
+  const fmt = fmts[key];
   if (fmt) {
     try {
       return fmt.replace(/\{(\w+)\}/g, (_, k) => String(a[k] ?? "?"));
     } catch {
     }
   }
-  return name.replace(/_/g, " ");
+  return action ? `${name} \u2192 ${action}` : name.replace(/_/g, " ");
 }
 // src/system-prompt.ts
@@ -1510,34 +1303,26 @@ var SYSTEM_PROMPT_BASE = `You are a corporate governance assistant for TheCorpor
 ## Context
 {context}
-## Capabilities
-You can perform the full range of corporate operations:
-**Read operations:**
-- View workspace status, entities, cap tables, documents
-- List SAFE notes, equity grants, agents
-- Check deadlines and compliance status
+## Tools
+You have 10 tools, each with an \`action\` parameter that selects the operation:
-**Write operations:**
-- Form new LLCs and corporations in any US jurisdiction
-- Issue equity (common, preferred, options, units)
-- Issue SAFE notes to investors
-- Transfer shares between holders
-- Convert entities (LLC <> Corporation)
-- Create invoices, run payroll, submit payments
-- Open bank accounts, reconcile ledgers
-- Generate contracts (NDAs, employment offers, consulting agreements)
-- File tax documents (1099-NEC, K-1, 941, W-2, estimated tax)
-- Generate signing links for documents (human-only signing)
-- Track compliance deadlines
-- Classify contractor risk (employee vs 1099)
-- Convene governance meetings and cast votes
-- Dissolve entities with full wind-down workflow
+| Tool | Actions |
+|------|---------|
+| **workspace** | status, list_entities, obligations, billing |
+| **entity** | get_cap_table, list_documents, list_safe_notes, form, create, add_founder, finalize, convert, dissolve |
+| **equity** | start_round, add_security, issue_round, issue, issue_safe, transfer, distribution |
+| **valuation** | create, submit, approve |
+| **meeting** | schedule, notice, convene, vote, resolve, finalize_item, adjourn, cancel, consent, attach_document, list_items, list_votes |
+| **finance** | create_invoice, run_payroll, submit_payment, open_bank_account, reconcile |
+| **compliance** | file_tax, track_deadline, classify_contractor, generate_contract |
+| **document** | signing_link, signer_link, download_link |
+| **checklist** | get, update |
+| **agent** | list, create, message, update, add_skill |
 ## Rules
 - All monetary values are in integer cents ($1,000 = 100000).
 - Be concise and helpful.
-- **You MUST confirm with the user before calling ANY write tool.** Describe what you are about to do and wait for explicit approval. Never execute tools speculatively or "on behalf of" the user without their go-ahead.
+- **You MUST confirm with the user before calling ANY write action.** Describe what you are about to do and wait for explicit approval. Never execute tools speculatively or "on behalf of" the user without their go-ahead.
 - Don't ask for info available in platform config \u2014 use the correct values automatically.
 - If only one option exists for a field, use it without asking.
 - Don't make up data \u2014 only present what the tools return.
@@ -1551,29 +1336,70 @@ You can perform the full range of corporate operations:
 - Agent tools require a paid plan.
 ## Entity Formation Rules
-- When forming an entity, you MUST ask about all founding members and their ownership allocations BEFORE calling the form_entity tool.
+- **Prefer the staged formation flow** over \`entity action=form\`:
+  1. \`entity action=create\` \u2014 type + name \u2192 returns \`entity_id\`
+  2. \`entity action=add_founder\` \u2014 add each founder one at a time (name, email, role, ownership_pct)
+  3. \`entity action=finalize\` \u2014 generates documents + cap table
+- When using \`entity action=form\` (legacy), you MUST ask about all founding members and their ownership allocations BEFORE calling it.
 - For LLCs, ownership percentages must total 100%.
+## Equity Round Rules
+- **Prefer the staged round flow** for issuing equity to multiple holders:
+  1. \`equity action=start_round\` \u2014 entity_id + name + issuer_legal_entity_id \u2192 returns \`round_id\`
+  2. \`equity action=add_security\` \u2014 add each holder's shares one at a time (round_id, instrument_id, quantity, recipient_name, plus holder_id or email)
+  3. \`equity action=issue_round\` \u2014 creates positions for all pending securities, closes the round, and auto-creates a board meeting agenda item for approval (or adds to an existing pending meeting)
+  4. Complete the board meeting lifecycle (notice \u2192 convene \u2192 vote \u2192 resolve \u2192 finalize \u2192 adjourn) to formally approve the round
+- The entity must already have a cap table with holders and instruments set up.
+- Use \`entity action=get_cap_table\` to look up holder IDs, instrument IDs, and the issuer legal entity ID before starting.
+- \`equity action=add_security\` can resolve recipients by \`holder_id\`, \`email\`, or auto-create from \`recipient_name\`.
+## Share Transfer Rules
+- **Prefer the transfer workflow** for share transfers \u2014 it includes bylaws review, ROFR, board approval, document generation, and signatures.
+- \`equity action=transfer\` is a direct bypass that skips all governance. It requires \`skip_governance_review: true\` to confirm the caller intentionally wants to skip the workflow. Only use it for corrective entries or when the user explicitly requests skipping governance.
+## Valuation Rules
+- To create and approve a 409A valuation:
+  1. \`valuation action=create\` \u2014 type=four_oh_nine_a + effective_date + methodology + fmv_per_share_cents \u2192 valuation_id (Draft)
+  2. \`valuation action=submit\` \u2014 Draft \u2192 PendingApproval; auto-creates board meeting agenda item (or adds to existing pending meeting)
+  3. Complete the board meeting lifecycle (notice \u2192 convene \u2192 vote \u2192 resolve \u2192 finalize \u2192 adjourn)
+  4. \`valuation action=approve\` \u2014 PendingApproval \u2192 Approved; pass resolution_id from the board vote
+- 409A valuations auto-expire after 365 days from effective_date
+- When a new 409A is approved, any previous approved 409A is auto-superseded
+## Governance Meeting Rules
+- Full meeting lifecycle:
+  1. \`meeting action=schedule\` \u2014 entity_id + body_id + meeting_type + title + agenda_item_titles \u2192 meeting_id
+  2. \`meeting action=notice\` \u2014 Draft \u2192 Noticed
+  3. \`meeting action=convene\` \u2014 present_seat_ids \u2192 quorum check \u2192 Noticed \u2192 Convened
+  4. \`meeting action=vote\` \u2014 vote on each agenda item (requires Convened + quorum met)
+  5. \`meeting action=resolve\` \u2014 tally votes \u2192 create Resolution
+  6. \`meeting action=finalize_item\` \u2014 mark item as Voted (requires resolution), Discussed, Tabled, or Withdrawn
+  7. \`meeting action=adjourn\` \u2014 Convened \u2192 Adjourned
+- For written consent (no physical meeting): use \`meeting action=consent\` \u2014 auto-convened, skip notice/convene
+- Use \`meeting action=list_items\` to get agenda_item_ids after scheduling
+- Use \`entity action=get_cap_table\` or governance read tools to look up body_id and seat holder IDs
+- \`meeting action=cancel\` works from Draft or Noticed status only
 ## Document Signing Rules
 - You CANNOT sign documents on behalf of users. Signing is a human action.
-- Use \`get_signing_link\` to generate a signing URL for a document.
+- Use \`document action=signing_link\` to generate a signing URL for a document.
 - Present the signing link so users can open it and sign themselves.
 - NEVER attempt to sign, execute, or complete signature actions automatically.
-- The \`get_signing_link\` tool does NOT sign anything \u2014 it only returns a URL.
+- The \`document action=signing_link\` tool does NOT sign anything \u2014 it only returns a URL.
 ## User Journey
 After completing any action, ALWAYS present the logical next step(s) as a
 numbered list. The user should never wonder "what now?" \u2014 guide them forward.
-After entity formation:
-1. The \`form_entity\` response includes a \`documents\` array with document IDs. These documents are created immediately \u2014 they are NEVER "still being generated" or delayed.
-2. Immediately call \`get_signing_link\` for each document ID in the response to get signing URLs.
+After entity formation (staged or legacy):
+1. The \`entity action=finalize\` (or \`entity action=form\`) response includes a \`document_ids\` array. These documents are created immediately \u2014 they are NEVER "still being generated" or delayed.
+2. Immediately call \`document action=signing_link\` for each document ID in the response to get signing URLs.
 3. Present the signing links to the user right away. Do NOT tell the user to "check back later" or that documents are "being prepared" \u2014 they already exist.
 4. Then: "Documents signed! Next: apply for an EIN, open a bank account, or issue equity."
 After document generation:
 1. Present signing links immediately \u2014 don't wait for the user to ask.
-2. Use the document IDs from the tool response \u2014 do NOT call \`list_documents\` to re-fetch them.
+2. Use the document IDs from the tool response \u2014 do NOT call \`entity action=list_documents\` to re-fetch them.
 After signing:
 1. "Documents are signed! Next: file for EIN, open a bank account, or add team members."
@@ -1587,9 +1413,9 @@ General pattern:
 - If there are signing obligations, proactively generate and present the signing links.
 - Never just say "done" \u2014 always show what comes next.
-After major actions, use update_checklist to track progress. Use markdown checkbox
-format (- [x] / - [ ]). Call get_checklist first to see current state, then
-update_checklist with checked-off items. This helps users see where they are.
+After major actions, use \`checklist action=update\` to track progress. Use markdown checkbox
+format (- [x] / - [ ]). Call \`checklist action=get\` first to see current state, then
+update with checked-off items. This helps users see where they are.
 {extra_sections}`;
 function formatConfigSection(cfgData) {
@@ -1656,22 +1482,14 @@ var TOOL_REGISTRY = {};
 for (const td of GENERATED_TOOL_DEFINITIONS) {
   TOOL_REGISTRY[td.function.name] = td.function;
 }
-var READ_ONLY_TOOLS2 = /* @__PURE__ */ new Set([
-  "get_workspace_status",
-  "list_entities",
-  "get_cap_table",
-  "list_documents",
-  "list_safe_notes",
-  "list_agents",
-  "get_checklist",
-  "get_signing_link",
-  "list_obligations",
-  "get_billing_status"
+var READ_ONLY_TOOLS = /* @__PURE__ */ new Set([
+  "workspace",
+  "checklist"
 ]);
 export {
   CorpAPIClient,
   GENERATED_TOOL_DEFINITIONS,
-  READ_ONLY_TOOLS2 as READ_ONLY_TOOLS,
+  READ_ONLY_TOOLS,
   SYSTEM_PROMPT_BASE,
   SessionExpiredError,
   TOOL_DEFINITIONS,