@thecorporation/corp-tools 26.3.13 → 26.3.17
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.
- package/dist/index.d.ts +160 -15
- package/dist/index.js +81 -12
- package/dist/index.js.map +1 -1
- package/package.json +1 -1
package/dist/index.d.ts
CHANGED
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@@ -112,6 +112,7 @@ type components = {
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112
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*/
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AccountType: "asset" | "liability" | "equity" | "revenue" | "expense";
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AddFounderRequest: {
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115
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address?: null | components["schemas"]["Address"];
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email?: string | null;
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is_incorporator?: boolean | null;
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name: string;
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@@ -474,12 +475,10 @@ type components = {
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accounts: components["schemas"]["AccountResponse"][];
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entity_id: components["schemas"]["EntityId"];
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};
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-
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-
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-
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-
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expires_at: string;
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482
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-
ws_token: string;
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478
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ClaimWorkItemRequest: {
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claimed_by: string;
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480
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/** Format: int64 */
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ttl_seconds?: number | null;
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};
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/** Format: uuid */
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ClassificationId: string;
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@@ -516,6 +515,10 @@ type components = {
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phase?: string | null;
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required_signers?: string[];
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};
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CompleteWorkItemRequest: {
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completed_by: string;
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result?: string | null;
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};
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/** Format: uuid */
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ComplianceEscalationId: string;
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ComplianceEscalationResponse: {
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@@ -566,7 +569,9 @@ type components = {
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contact_id: components["schemas"]["ContactId"];
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email?: string | null;
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entities: components["schemas"]["EntityId"][];
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mailing_address?: string | null;
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name: string;
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notes?: string | null;
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phone?: string | null;
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};
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ContactResponse: {
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@@ -577,6 +582,7 @@ type components = {
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created_at: string;
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email?: string | null;
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entity_id: components["schemas"]["EntityId"];
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mailing_address?: string | null;
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name: string;
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notes?: string | null;
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phone?: string | null;
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@@ -613,7 +619,7 @@ type components = {
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* @description Template type for generated contracts.
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* @enum {string}
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*/
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-
ContractTemplateType: "consulting_agreement" | "employment_offer" | "contractor_agreement" | "nda" | "custom";
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ContractTemplateType: "consulting_agreement" | "employment_offer" | "contractor_agreement" | "nda" | "safe_agreement" | "custom";
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/** Format: uuid */
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ControlLinkId: string;
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ControlLinkResponse: {
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@@ -682,6 +688,7 @@ type components = {
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total_new_units: number;
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};
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ConvertEntityRequest: {
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jurisdiction?: null | components["schemas"]["Jurisdiction"];
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target_type: components["schemas"]["EntityType"];
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};
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CreateAccountRequest: {
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@@ -735,7 +742,9 @@ type components = {
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contact_type: components["schemas"]["ContactType"];
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email?: string | null;
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entity_id: components["schemas"]["EntityId"];
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mailing_address?: string | null;
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name: string;
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notes?: string | null;
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};
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CreateControlLinkRequest: {
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child_legal_entity_id: components["schemas"]["LegalEntityId"];
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@@ -869,6 +878,24 @@ type components = {
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entity_id: components["schemas"]["EntityId"];
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lines: components["schemas"]["LedgerLineRequest"][];
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};
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CreateLegacyGrantRequest: {
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entity_id: components["schemas"]["EntityId"];
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grant_type: components["schemas"]["GrantType"];
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recipient_name: string;
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/** Format: int64 */
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shares: number;
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};
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CreateLegacyShareTransferRequest: {
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entity_id: components["schemas"]["EntityId"];
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from_holder: string;
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governing_doc_type?: null | components["schemas"]["GoverningDocType"];
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892
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share_class_id: components["schemas"]["ShareClassId"];
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893
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/** Format: int64 */
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shares: number;
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to_holder: string;
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transfer_type: components["schemas"]["TransferType"];
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transferee_rights?: null | components["schemas"]["TransfereeRights"];
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};
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CreateLegalEntityRequest: {
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entity_id: components["schemas"]["EntityId"];
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linked_entity_id?: null | components["schemas"]["EntityId"];
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@@ -907,9 +934,17 @@ type components = {
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pay_period_start: string;
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};
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CreatePendingFormationRequest: {
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company_address?: null | components["schemas"]["Address"];
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entity_type: components["schemas"]["EntityType"];
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fiscal_year_end?: string | null;
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formation_date?: string | null;
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jurisdiction?: null | components["schemas"]["Jurisdiction"];
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legal_name: string;
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registered_agent_address?: string | null;
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registered_agent_name?: string | null;
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right_of_first_refusal?: boolean | null;
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s_corp_election?: boolean | null;
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transfer_restrictions?: boolean | null;
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};
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CreateProxyRequest: {
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description?: string | null;
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@@ -966,6 +1001,7 @@ type components = {
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transferee_rights: components["schemas"]["TransfereeRights"];
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};
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CreateValuationRequest: {
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dlom?: string | null;
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/** Format: date */
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effective_date: string;
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/** Format: int64 */
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@@ -977,9 +1013,20 @@ type components = {
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hurdle_amount_cents?: number | null;
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methodology: components["schemas"]["ValuationMethodology"];
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provider_contact_id?: null | components["schemas"]["ContactId"];
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1016
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report_date?: string | null;
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report_document_id?: null | components["schemas"]["DocumentId"];
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valuation_type: components["schemas"]["ValuationType"];
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};
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CreateWorkItemRequest: {
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asap?: boolean;
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category: string;
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created_by?: string | null;
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1024
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/** Format: date */
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deadline?: string | null;
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description?: string | null;
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metadata?: unknown;
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title: string;
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};
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/**
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* @description A cron expression validated to have at least 5 whitespace-separated fields.
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*
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@@ -1060,6 +1107,7 @@ type components = {
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};
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DigestTriggerResponse: {
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digest_count: number;
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message: string;
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triggered: boolean;
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};
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DilutionPreviewQuery: {
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@@ -1175,14 +1223,14 @@ type components = {
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* @description Type of legal document.
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* @enum {string}
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*/
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-
DocumentType: "articles_of_incorporation" | "articles_of_organization" | "bylaws" | "operating_agreement" | "ss4_application" | "meeting_notice" | "resolution" | "safe_agreement";
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DocumentType: "articles_of_incorporation" | "articles_of_organization" | "bylaws" | "incorporator_action" | "initial_board_consent" | "operating_agreement" | "initial_written_consent" | "ss4_application" | "meeting_notice" | "resolution" | "consulting_agreement" | "employment_offer_letter" | "contractor_services_agreement" | "mutual_nondisclosure_agreement" | "safe_agreement" | "four_oh_nine_a_valuation_report" | "stock_transfer_agreement" | "transfer_board_consent" | "financing_board_consent" | "equity_issuance_approval" | "subscription_agreement" | "investor_rights_agreement" | "restricted_stock_purchase_agreement" | "ip_assignment_agreement" | "contract";
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/** Format: uuid */
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EntityId: string;
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/**
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* @description The legal structure of a business entity.
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* @enum {string}
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*/
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-
EntityType: "
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EntityType: "c_corp" | "llc";
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/** Format: uuid */
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EquityRoundId: string;
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/** @enum {string} */
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@@ -1243,6 +1291,21 @@ type components = {
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entity_id: components["schemas"]["EntityId"];
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status: components["schemas"]["AgendaItemStatus"];
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};
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FinalizePendingFormationRequest: {
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/** Format: int64 */
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authorized_shares?: number | null;
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company_address?: null | components["schemas"]["Address"];
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fiscal_year_end?: string | null;
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formation_date?: string | null;
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incorporator_address?: string | null;
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incorporator_name?: string | null;
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1302
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par_value?: string | null;
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registered_agent_address?: string | null;
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registered_agent_name?: string | null;
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right_of_first_refusal?: boolean | null;
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s_corp_election?: boolean | null;
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transfer_restrictions?: boolean | null;
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};
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FinalizeWorkflowRequest: {
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entity_id: components["schemas"]["EntityId"];
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phase?: string | null;
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@@ -1331,6 +1394,7 @@ type components = {
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vesting?: null | components["schemas"]["VestingSchedule"];
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};
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FounderSummary: {
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address?: null | components["schemas"]["Address"];
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email?: string | null;
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name: string;
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/** Format: double */
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@@ -1596,6 +1660,11 @@ type components = {
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* @enum {string}
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*/
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GoverningDocType: "bylaws" | "operating_agreement" | "shareholder_agreement" | "other";
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/**
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* @description The type of equity grant.
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* @enum {string}
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*/
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GrantType: "common_stock" | "preferred_stock" | "membership_unit" | "stock_option" | "iso" | "nso" | "rsa" | "svu";
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/** Format: uuid */
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HolderId: string;
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HolderResponse: {
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@@ -1973,7 +2042,7 @@ type components = {
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* @description Officer title for a corporate officer.
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* @enum {string}
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*/
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1976
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OfficerTitle: "ceo" | "cfo" | "secretary" | "president" | "vp" | "other";
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OfficerTitle: "ceo" | "cfo" | "cto" | "coo" | "secretary" | "treasurer" | "president" | "vp" | "other";
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/** Format: uuid */
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PacketId: string;
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PacketItem: {
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@@ -2508,9 +2577,34 @@ type components = {
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obligation_id: components["schemas"]["ObligationId"];
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token: string;
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};
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+
/** @description Contract details included in signing resolve response. */
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+
SigningContractDetails: {
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counterparty_name: string;
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effective_date: string;
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parameters: unknown;
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rendered_text?: string | null;
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template_label?: string | null;
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template_type: string;
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};
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SigningLinkResponse: {
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document_id: components["schemas"]["DocumentId"];
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signing_url: string;
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token: string;
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};
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/** @description Response for the public resolve endpoint. */
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SigningResolveResponse: {
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contract?: null | components["schemas"]["SigningContractDetails"];
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document_id: components["schemas"]["DocumentId"];
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document_status: string;
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document_title: string;
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entity_id: components["schemas"]["EntityId"];
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+
/** @description Entity legal name for display. */
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entity_name?: string | null;
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/** @description Public PDF preview URL for the signing page. */
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pdf_url?: string | null;
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/** @description Plain-text preview fallback when a PDF is unavailable. */
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preview_text?: string | null;
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signatures: components["schemas"]["SignatureSummary"][];
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};
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/** Format: uuid */
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SpendingLimitId: string;
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@@ -2686,8 +2780,10 @@ type components = {
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};
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UpdateContactRequest: {
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cap_table_access?: null | components["schemas"]["CapTableAccess"];
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category?: null | components["schemas"]["ContactCategory"];
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email?: string | null;
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entity_id: components["schemas"]["EntityId"];
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mailing_address?: string | null;
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name?: string | null;
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notes?: string | null;
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phone?: string | null;
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@@ -2696,8 +2792,13 @@ type components = {
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adopted_by: string;
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/** Format: int32 */
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board_size?: number | null;
|
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+
company_address?: null | components["schemas"]["CompanyAddress"];
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+
directors?: components["schemas"]["DirectorInfo"][] | null;
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document_options?: null | components["schemas"]["DocumentOptions"];
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/** Format: date */
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effective_date: string;
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2800
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fiscal_year_end?: null | components["schemas"]["FiscalYearEnd"];
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2801
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+
founders?: components["schemas"]["FounderInfo"][] | null;
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incomplete_profile?: boolean | null;
|
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2702
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incorporator_address?: string | null;
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2703
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incorporator_name?: string | null;
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@@ -2707,10 +2808,12 @@ type components = {
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2707
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legal_name: string;
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2708
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/** Format: date */
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2709
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next_mandatory_review: string;
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|
2811
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+
officers?: components["schemas"]["OfficerInfo"][] | null;
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2710
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principal_name?: string | null;
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2711
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principal_title?: string | null;
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2814
|
registered_agent_address?: string | null;
|
|
2713
2815
|
registered_agent_name?: string | null;
|
|
2816
|
+
stock_details?: null | components["schemas"]["StockDetails"];
|
|
2714
2817
|
};
|
|
2715
2818
|
UpdateNotificationPrefsRequest: {
|
|
2716
2819
|
email_enabled?: boolean | null;
|
|
@@ -2798,6 +2901,32 @@ type components = {
|
|
|
2798
2901
|
* @enum {string}
|
|
2799
2902
|
*/
|
|
2800
2903
|
VotingMethod: "per_capita" | "per_unit";
|
|
2904
|
+
/** Format: uuid */
|
|
2905
|
+
WorkItemId: string;
|
|
2906
|
+
WorkItemResponse: {
|
|
2907
|
+
asap: boolean;
|
|
2908
|
+
category: string;
|
|
2909
|
+
/** Format: int64 */
|
|
2910
|
+
claim_ttl_seconds?: number | null;
|
|
2911
|
+
claimed_at?: string | null;
|
|
2912
|
+
claimed_by?: string | null;
|
|
2913
|
+
completed_at?: string | null;
|
|
2914
|
+
completed_by?: string | null;
|
|
2915
|
+
created_at: string;
|
|
2916
|
+
created_by?: string | null;
|
|
2917
|
+
/** Format: date */
|
|
2918
|
+
deadline?: string | null;
|
|
2919
|
+
description: string;
|
|
2920
|
+
effective_status: components["schemas"]["WorkItemStatus"];
|
|
2921
|
+
entity_id: components["schemas"]["EntityId"];
|
|
2922
|
+
metadata: unknown;
|
|
2923
|
+
result?: string | null;
|
|
2924
|
+
status: components["schemas"]["WorkItemStatus"];
|
|
2925
|
+
title: string;
|
|
2926
|
+
work_item_id: components["schemas"]["WorkItemId"];
|
|
2927
|
+
};
|
|
2928
|
+
/** @enum {string} */
|
|
2929
|
+
WorkItemStatus: "open" | "claimed" | "completed" | "cancelled";
|
|
2801
2930
|
WorkerWorkspaceQuery: {
|
|
2802
2931
|
workspace_id: components["schemas"]["WorkspaceId"];
|
|
2803
2932
|
};
|
|
@@ -2970,6 +3099,7 @@ declare class CorpAPIClient {
|
|
|
2970
3099
|
getValuations(entityId: string): Promise<ApiRecord[]>;
|
|
2971
3100
|
getCurrent409a(entityId: string): Promise<ApiRecord>;
|
|
2972
3101
|
createValuation(data: ApiRecord): Promise<ApiRecord>;
|
|
3102
|
+
createInstrument(data: ApiRecord): Promise<ApiRecord>;
|
|
2973
3103
|
submitValuationForApproval(valuationId: string, entityId: string): Promise<ApiRecord>;
|
|
2974
3104
|
approveValuation(valuationId: string, entityId: string, resolutionId?: string): Promise<ApiRecord>;
|
|
2975
3105
|
transferShares(data: ApiRecord): Promise<ApiRecord>;
|
|
@@ -3051,6 +3181,10 @@ declare class CorpAPIClient {
|
|
|
3051
3181
|
listApiKeys(): Promise<ApiRecord[]>;
|
|
3052
3182
|
assignObligation(obligationId: string, contactId: string): Promise<ApiRecord>;
|
|
3053
3183
|
getConfig(): Promise<ApiRecord>;
|
|
3184
|
+
submitFeedback(message: string, category?: string, email?: string): Promise<{
|
|
3185
|
+
feedback_id: string;
|
|
3186
|
+
submitted_at: string;
|
|
3187
|
+
}>;
|
|
3054
3188
|
createLink(externalId: string, provider: string): Promise<ApiRecord>;
|
|
3055
3189
|
}
|
|
3056
3190
|
|
|
@@ -3058,6 +3192,13 @@ interface ToolContext {
|
|
|
3058
3192
|
dataDir: string;
|
|
3059
3193
|
onEntityFormed?: (entityId: string) => void;
|
|
3060
3194
|
}
|
|
3195
|
+
type CapTableInstrument = {
|
|
3196
|
+
instrument_id: string;
|
|
3197
|
+
kind: string;
|
|
3198
|
+
symbol: string;
|
|
3199
|
+
status?: string;
|
|
3200
|
+
};
|
|
3201
|
+
declare function ensureSafeInstrument(client: CorpAPIClient, entityId: string): Promise<CapTableInstrument>;
|
|
3061
3202
|
declare const TOOL_DEFINITIONS: Record<string, unknown>[];
|
|
3062
3203
|
declare function isWriteTool(name: string, args?: Record<string, unknown>): boolean;
|
|
3063
3204
|
declare function executeTool(name: string, args: Record<string, unknown>, client: CorpAPIClient, ctx: ToolContext): Promise<string>;
|
|
@@ -3128,7 +3269,7 @@ declare const ContactType: readonly ["individual", "organization"];
|
|
|
3128
3269
|
type ContactType = (typeof ContactType)[number];
|
|
3129
3270
|
declare const ContractStatus: readonly ["draft", "active", "expired", "terminated"];
|
|
3130
3271
|
type ContractStatus = (typeof ContractStatus)[number];
|
|
3131
|
-
declare const ContractTemplateType: readonly ["consulting_agreement", "employment_offer", "contractor_agreement", "nda", "custom"];
|
|
3272
|
+
declare const ContractTemplateType: readonly ["consulting_agreement", "employment_offer", "contractor_agreement", "nda", "safe_agreement", "custom"];
|
|
3132
3273
|
type ContractTemplateType = (typeof ContractTemplateType)[number];
|
|
3133
3274
|
declare const ControlType: readonly ["voting", "board", "economic", "contractual"];
|
|
3134
3275
|
type ControlType = (typeof ControlType)[number];
|
|
@@ -3146,9 +3287,9 @@ declare const DocumentRequestStatus: readonly ["requested", "provided", "not_app
|
|
|
3146
3287
|
type DocumentRequestStatus = (typeof DocumentRequestStatus)[number];
|
|
3147
3288
|
declare const DocumentStatus: readonly ["draft", "signed", "amended", "filed"];
|
|
3148
3289
|
type DocumentStatus = (typeof DocumentStatus)[number];
|
|
3149
|
-
declare const DocumentType: readonly ["articles_of_incorporation", "articles_of_organization", "bylaws", "operating_agreement", "ss4_application", "meeting_notice", "resolution", "safe_agreement"];
|
|
3290
|
+
declare const DocumentType: readonly ["articles_of_incorporation", "articles_of_organization", "bylaws", "incorporator_action", "initial_board_consent", "operating_agreement", "initial_written_consent", "ss4_application", "meeting_notice", "resolution", "consulting_agreement", "employment_offer_letter", "contractor_services_agreement", "mutual_nondisclosure_agreement", "safe_agreement", "four_oh_nine_a_valuation_report", "stock_transfer_agreement", "transfer_board_consent", "financing_board_consent", "equity_issuance_approval", "subscription_agreement", "investor_rights_agreement", "restricted_stock_purchase_agreement", "ip_assignment_agreement", "contract"];
|
|
3150
3291
|
type DocumentType = (typeof DocumentType)[number];
|
|
3151
|
-
declare const EntityType: readonly ["
|
|
3292
|
+
declare const EntityType: readonly ["c_corp", "llc"];
|
|
3152
3293
|
type EntityType = (typeof EntityType)[number];
|
|
3153
3294
|
declare const EquityRoundStatus: readonly ["draft", "open", "board_approved", "accepted", "closed", "cancelled"];
|
|
3154
3295
|
type EquityRoundStatus = (typeof EquityRoundStatus)[number];
|
|
@@ -3170,6 +3311,8 @@ declare const GovernanceTriggerType: readonly ["external_signal", "policy_eviden
|
|
|
3170
3311
|
type GovernanceTriggerType = (typeof GovernanceTriggerType)[number];
|
|
3171
3312
|
declare const GoverningDocType: readonly ["bylaws", "operating_agreement", "shareholder_agreement", "other"];
|
|
3172
3313
|
type GoverningDocType = (typeof GoverningDocType)[number];
|
|
3314
|
+
declare const GrantType: readonly ["common_stock", "preferred_stock", "membership_unit", "stock_option", "iso", "nso", "rsa", "svu"];
|
|
3315
|
+
type GrantType = (typeof GrantType)[number];
|
|
3173
3316
|
declare const HolderType: readonly ["individual", "organization", "fund", "nonprofit", "trust", "other"];
|
|
3174
3317
|
type HolderType = (typeof HolderType)[number];
|
|
3175
3318
|
declare const HttpMethod: readonly ["GET", "POST", "PUT", "PATCH", "DELETE", "HEAD", "OPTIONS"];
|
|
@@ -3202,7 +3345,7 @@ declare const NetworkEgress: readonly ["restricted", "open"];
|
|
|
3202
3345
|
type NetworkEgress = (typeof NetworkEgress)[number];
|
|
3203
3346
|
declare const ObligationStatus: readonly ["required", "in_progress", "fulfilled", "waived", "expired"];
|
|
3204
3347
|
type ObligationStatus = (typeof ObligationStatus)[number];
|
|
3205
|
-
declare const OfficerTitle: readonly ["ceo", "cfo", "secretary", "president", "vp", "other"];
|
|
3348
|
+
declare const OfficerTitle: readonly ["ceo", "cfo", "cto", "coo", "secretary", "treasurer", "president", "vp", "other"];
|
|
3206
3349
|
type OfficerTitle = (typeof OfficerTitle)[number];
|
|
3207
3350
|
declare const PaymentMethod: readonly ["bank_transfer", "card", "check", "wire", "ach"];
|
|
3208
3351
|
type PaymentMethod = (typeof PaymentMethod)[number];
|
|
@@ -3256,7 +3399,9 @@ declare const VoteValue: readonly ["for", "against", "abstain", "recusal"];
|
|
|
3256
3399
|
type VoteValue = (typeof VoteValue)[number];
|
|
3257
3400
|
declare const VotingMethod: readonly ["per_capita", "per_unit"];
|
|
3258
3401
|
type VotingMethod = (typeof VotingMethod)[number];
|
|
3402
|
+
declare const WorkItemStatus: readonly ["open", "claimed", "completed", "cancelled"];
|
|
3403
|
+
type WorkItemStatus = (typeof WorkItemStatus)[number];
|
|
3259
3404
|
declare const WorkflowType: readonly ["transfer", "fundraising"];
|
|
3260
3405
|
type WorkflowType = (typeof WorkflowType)[number];
|
|
3261
3406
|
|
|
3262
|
-
export { type AcceptEquityRoundRequest, type AcceptRoundRequest, AccountType, type AddFounderRequest, type AddFounderResponse, type AddSecurityRequest, type AgendaItemResponse, AgendaItemStatus, AgendaItemType, type AgentResponse, AgentStatus, AntiDilutionMethod, type ApiRecord, type ApplyEquityRoundTermsRequest, type ApplyRoundTermsRequest, AssigneeType, type AttachResolutionDocumentRequest, AuthoritySource, AuthorityTier, BankAccountStatus, BankAccountType, type BoardApproveEquityRoundRequest, type BoardApproveRoundRequest, BodyStatus, BodyType, CapTableAccess, CapTableBasis, type CapTableHolderSummary, type CapTableInstrumentSummary, type CapTableResponse, type CastVoteRequest, ClassificationResult, type ComputeResolutionRequest, ContactCategory, type ContactProfileResponse, type ContactResponse, ContactStatus, ContactType, ContractStatus, ContractTemplateType, ControlType, type ConveneMeetingRequest, type ConvertEntityRequest, CorpAPIClient, type CorpConfig, type CreateAgentRequest, type CreateContactRequest, type CreateEquityRoundRequest, type CreateExecutionIntentRequest, type CreateFormationRequest, type CreatePendingFormationRequest, type CreateRoundRequest, Currency, DeadlineSeverity, DeadlineStatus, type DigestSummary, type DigestTriggerResponse, type DissolveEntityRequest, DistributionStatus, DistributionType, DocumentRequestStatus, type DocumentResponse, DocumentStatus, type DocumentSummary, DocumentType, EntityType, type EquityRoundResponse, EquityRoundStatus, EscalationStatus, type ExecuteRoundConversionRequest, type FinalizeAgendaItemRequest, type FormationGatesResponse, type FormationResponse, FormationState, FormationStatus, type FormationStatusResponse, type FormationWithCapTableResponse, GENERATED_TOOL_DEFINITIONS, GlAccountCode, GovernanceAuditEventType, type GovernanceBodyResponse, GovernanceMode, type GovernanceSeatResponse, GovernanceTriggerSource, GovernanceTriggerType, GoverningDocType, HolderType, HttpMethod, IncidentSeverity, IncidentStatus, InstrumentKind, InstrumentStatus, type IntentResponse, IntentStatus, InvestorType, type InvoiceResponse, InvoiceStatus, type IssueStagedRoundResponse, JournalEntryStatus, type LLMResponse, LegalEntityRole, type MeetingResponse, MeetingStatus, MeetingType, MemberRole, NetworkEgress, type ObligationResponse, ObligationStatus, type ObligationsSummaryResponse, OfficerTitle, PaymentMethod, PaymentStatus, PayrollStatus, type PendingFormationResponse, PositionStatus, type PreviewRoundConversionRequest, QuorumStatus, QuorumThreshold, READ_ONLY_TOOLS, ReceiptStatus, ReconciliationStatus, Recurrence, type ResolutionResponse, ResolutionType, RiskLevel, type RoundResponse, SYSTEM_PROMPT_BASE, type ScheduleMeetingRequest, Scope, SeatRole, SeatStatus, SessionExpiredError, Side, type StartStagedRoundRequest, TOOL_DEFINITIONS, TOOL_REGISTRY, TaxFilingStatus, type ToolCall, type ToolContext, TransactionPacketStatus, TransferStatus, TransferType, TransfereeRights, Transport, type UpdateAgentRequest, type UpdateContactRequest, ValuationMethodology, ValuationStatus, ValuationType, type VoteResponse, VoteValue, VotingMethod, WorkflowType, type WorkspaceContactSummary, type WorkspaceEntitySummary, type WorkspaceStatusResponse, type WrittenConsentRequest, type WrittenConsentResponse, describeToolCall, executeTool, formatConfigSection, isWriteTool, provisionWorkspace };
|
|
3407
|
+
export { type AcceptEquityRoundRequest, type AcceptRoundRequest, AccountType, type AddFounderRequest, type AddFounderResponse, type AddSecurityRequest, type AgendaItemResponse, AgendaItemStatus, AgendaItemType, type AgentResponse, AgentStatus, AntiDilutionMethod, type ApiRecord, type ApplyEquityRoundTermsRequest, type ApplyRoundTermsRequest, AssigneeType, type AttachResolutionDocumentRequest, AuthoritySource, AuthorityTier, BankAccountStatus, BankAccountType, type BoardApproveEquityRoundRequest, type BoardApproveRoundRequest, BodyStatus, BodyType, CapTableAccess, CapTableBasis, type CapTableHolderSummary, type CapTableInstrument, type CapTableInstrumentSummary, type CapTableResponse, type CastVoteRequest, ClassificationResult, type ComputeResolutionRequest, ContactCategory, type ContactProfileResponse, type ContactResponse, ContactStatus, ContactType, ContractStatus, ContractTemplateType, ControlType, type ConveneMeetingRequest, type ConvertEntityRequest, CorpAPIClient, type CorpConfig, type CreateAgentRequest, type CreateContactRequest, type CreateEquityRoundRequest, type CreateExecutionIntentRequest, type CreateFormationRequest, type CreatePendingFormationRequest, type CreateRoundRequest, Currency, DeadlineSeverity, DeadlineStatus, type DigestSummary, type DigestTriggerResponse, type DissolveEntityRequest, DistributionStatus, DistributionType, DocumentRequestStatus, type DocumentResponse, DocumentStatus, type DocumentSummary, DocumentType, EntityType, type EquityRoundResponse, EquityRoundStatus, EscalationStatus, type ExecuteRoundConversionRequest, type FinalizeAgendaItemRequest, type FormationGatesResponse, type FormationResponse, FormationState, FormationStatus, type FormationStatusResponse, type FormationWithCapTableResponse, GENERATED_TOOL_DEFINITIONS, GlAccountCode, GovernanceAuditEventType, type GovernanceBodyResponse, GovernanceMode, type GovernanceSeatResponse, GovernanceTriggerSource, GovernanceTriggerType, GoverningDocType, GrantType, HolderType, HttpMethod, IncidentSeverity, IncidentStatus, InstrumentKind, InstrumentStatus, type IntentResponse, IntentStatus, InvestorType, type InvoiceResponse, InvoiceStatus, type IssueStagedRoundResponse, JournalEntryStatus, type LLMResponse, LegalEntityRole, type MeetingResponse, MeetingStatus, MeetingType, MemberRole, NetworkEgress, type ObligationResponse, ObligationStatus, type ObligationsSummaryResponse, OfficerTitle, PaymentMethod, PaymentStatus, PayrollStatus, type PendingFormationResponse, PositionStatus, type PreviewRoundConversionRequest, QuorumStatus, QuorumThreshold, READ_ONLY_TOOLS, ReceiptStatus, ReconciliationStatus, Recurrence, type ResolutionResponse, ResolutionType, RiskLevel, type RoundResponse, SYSTEM_PROMPT_BASE, type ScheduleMeetingRequest, Scope, SeatRole, SeatStatus, SessionExpiredError, Side, type StartStagedRoundRequest, TOOL_DEFINITIONS, TOOL_REGISTRY, TaxFilingStatus, type ToolCall, type ToolContext, TransactionPacketStatus, TransferStatus, TransferType, TransfereeRights, Transport, type UpdateAgentRequest, type UpdateContactRequest, ValuationMethodology, ValuationStatus, ValuationType, type VoteResponse, VoteValue, VotingMethod, WorkItemStatus, WorkflowType, type WorkspaceContactSummary, type WorkspaceEntitySummary, type WorkspaceStatusResponse, type WrittenConsentRequest, type WrittenConsentResponse, describeToolCall, ensureSafeInstrument, executeTool, formatConfigSection, isWriteTool, provisionWorkspace };
|
package/dist/index.js
CHANGED
|
@@ -164,6 +164,9 @@ var CorpAPIClient = class {
|
|
|
164
164
|
createValuation(data) {
|
|
165
165
|
return this.post("/v1/valuations", data);
|
|
166
166
|
}
|
|
167
|
+
createInstrument(data) {
|
|
168
|
+
return this.post("/v1/equity/instruments", data);
|
|
169
|
+
}
|
|
167
170
|
submitValuationForApproval(valuationId, entityId) {
|
|
168
171
|
return this.post(`/v1/valuations/${valuationId}/submit-for-approval`, { entity_id: entityId });
|
|
169
172
|
}
|
|
@@ -277,7 +280,7 @@ var CorpAPIClient = class {
|
|
|
277
280
|
return this.get(`/v1/sign/${documentId}`, { entity_id: entityId });
|
|
278
281
|
}
|
|
279
282
|
async validatePreviewPdf(entityId, documentId) {
|
|
280
|
-
const resp = await this.request("GET", "/v1/documents/preview/pdf", void 0, { entity_id: entityId, document_id: documentId });
|
|
283
|
+
const resp = await this.request("GET", "/v1/documents/preview/pdf/validate", void 0, { entity_id: entityId, document_id: documentId });
|
|
281
284
|
await this.throwIfError(resp);
|
|
282
285
|
return { entity_id: entityId, document_id: documentId };
|
|
283
286
|
}
|
|
@@ -442,6 +445,10 @@ var CorpAPIClient = class {
|
|
|
442
445
|
getConfig() {
|
|
443
446
|
return this.get("/v1/config");
|
|
444
447
|
}
|
|
448
|
+
// --- Feedback ---
|
|
449
|
+
submitFeedback(message, category, email) {
|
|
450
|
+
return this.post("/v1/feedback", { message, category, email });
|
|
451
|
+
}
|
|
445
452
|
// --- Link/Claim ---
|
|
446
453
|
async createLink(externalId, provider) {
|
|
447
454
|
const resp = await this.request("POST", "/v1/workspaces/link", { external_id: externalId, provider });
|
|
@@ -509,6 +516,8 @@ var GENERATED_TOOL_DEFINITIONS = [
|
|
|
509
516
|
"right_of_first_refusal": { "type": "boolean", "description": "create/finalize/form: include ROFR in bylaws (corp)" },
|
|
510
517
|
"authorized_shares": { "type": "integer", "description": "finalize: authorized shares for corporations" },
|
|
511
518
|
"par_value": { "type": "string", "description": "finalize: par value per share, e.g. 0.0001" },
|
|
519
|
+
"incorporator_name": { "type": "string", "description": "finalize: incorporator legal name (overrides founder)" },
|
|
520
|
+
"incorporator_address": { "type": "string", "description": "finalize: incorporator mailing address (overrides founder)" },
|
|
512
521
|
"company_address": {
|
|
513
522
|
"type": "object",
|
|
514
523
|
"properties": {
|
|
@@ -536,7 +545,7 @@ var GENERATED_TOOL_DEFINITIONS = [
|
|
|
536
545
|
"share_count": { "type": "integer" },
|
|
537
546
|
"share_class": { "type": "string" },
|
|
538
547
|
"role": { "type": "string", "enum": ["director", "officer", "manager", "member", "chair"] },
|
|
539
|
-
"officer_title": { "type": "string", "enum": ["ceo", "cfo", "secretary", "president", "vp", "other"] },
|
|
548
|
+
"officer_title": { "type": "string", "enum": ["ceo", "cfo", "cto", "coo", "secretary", "treasurer", "president", "vp", "other"] },
|
|
540
549
|
"shares_purchased": { "type": "integer" },
|
|
541
550
|
"address": {
|
|
542
551
|
"type": "object",
|
|
@@ -566,7 +575,7 @@ var GENERATED_TOOL_DEFINITIONS = [
|
|
|
566
575
|
"email": { "type": "string", "description": "add_founder: email address" },
|
|
567
576
|
"role": { "type": "string", "enum": ["director", "officer", "manager", "member", "chair"], "description": "add_founder: role" },
|
|
568
577
|
"ownership_pct": { "type": "number", "description": "add_founder: ownership percentage (e.g. 50 for 50%)" },
|
|
569
|
-
"officer_title": { "type": "string", "enum": ["ceo", "cfo", "secretary", "president", "vp", "other"], "description": "add_founder: officer title (corp only)" },
|
|
578
|
+
"officer_title": { "type": "string", "enum": ["ceo", "cfo", "cto", "coo", "secretary", "treasurer", "president", "vp", "other"], "description": "add_founder: officer title (corp only)" },
|
|
570
579
|
"is_incorporator": { "type": "boolean", "description": "add_founder: is sole incorporator (corp only)" },
|
|
571
580
|
"address": {
|
|
572
581
|
"type": "object",
|
|
@@ -858,6 +867,22 @@ var GENERATED_TOOL_DEFINITIONS = [
|
|
|
858
867
|
"required": ["action"]
|
|
859
868
|
}
|
|
860
869
|
}
|
|
870
|
+
},
|
|
871
|
+
{
|
|
872
|
+
"type": "function",
|
|
873
|
+
"function": {
|
|
874
|
+
"name": "feedback",
|
|
875
|
+
"description": "Submit feedback to TheCorporation. Logs the feedback and optionally emails a copy to the submitter.",
|
|
876
|
+
"parameters": {
|
|
877
|
+
"type": "object",
|
|
878
|
+
"properties": {
|
|
879
|
+
"message": { "type": "string", "description": "Feedback message" },
|
|
880
|
+
"category": { "type": "string", "description": "Category (e.g. bug, feature, general)" },
|
|
881
|
+
"email": { "type": "string", "description": "Submitter email to receive a copy" }
|
|
882
|
+
},
|
|
883
|
+
"required": ["message"]
|
|
884
|
+
}
|
|
885
|
+
}
|
|
861
886
|
}
|
|
862
887
|
];
|
|
863
888
|
|
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@@ -933,7 +958,9 @@ var entityActions = {
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933
958
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s_corp_election: args.s_corp_election,
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934
959
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transfer_restrictions: args.transfer_restrictions,
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935
960
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right_of_first_refusal: args.right_of_first_refusal,
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936
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-
company_address: args.company_address
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961
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+
company_address: args.company_address,
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962
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+
incorporator_name: args.incorporator_name,
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963
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+
incorporator_address: args.incorporator_address
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937
964
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});
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938
965
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if (entityId && ctx.onEntityFormed) {
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939
966
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ctx.onEntityFormed(entityId);
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@@ -976,6 +1003,34 @@ var entityActions = {
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976
1003
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},
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977
1004
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dissolve: async (args, client) => client.dissolveEntity(requiredString(args, "entity_id"), args)
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978
1005
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};
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1006
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+
async function ensureSafeInstrument(client, entityId) {
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1007
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+
const capTable = await client.getCapTable(entityId);
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1008
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+
const issuerLegalEntityId = capTable.issuer_legal_entity_id;
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1009
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+
if (!issuerLegalEntityId) {
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1010
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throw new Error("No issuer legal entity found.");
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1011
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+
}
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1012
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+
const instruments = capTable.instruments ?? [];
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1013
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+
const safeInstrument = instruments.find((instrument) => {
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1014
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const status = String(instrument.status ?? "active").toLowerCase();
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1015
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return instrument.kind.toLowerCase() === "safe" && status === "active";
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1016
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});
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1017
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+
if (safeInstrument) {
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1018
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+
return safeInstrument;
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1019
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+
}
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1020
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+
const created = await client.createInstrument({
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1021
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entity_id: entityId,
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1022
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issuer_legal_entity_id: issuerLegalEntityId,
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1023
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symbol: "SAFE",
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1024
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kind: "safe",
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1025
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terms: {}
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1026
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});
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1027
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return {
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1028
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instrument_id: String(created.instrument_id ?? ""),
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1029
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+
kind: String(created.kind ?? "safe"),
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1030
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+
symbol: String(created.symbol ?? "SAFE"),
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1031
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+
status: String(created.status ?? "active")
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1032
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+
};
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1033
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+
}
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979
1034
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var equityActions = {
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980
1035
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start_round: async (args, client) => client.startEquityRound(args),
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981
1036
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add_security: async (args, client) => {
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@@ -1023,9 +1078,7 @@ var equityActions = {
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1023
1078
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const capTable = await client.getCapTable(entityId);
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1024
1079
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const issuerLegalEntityId = capTable.issuer_legal_entity_id;
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1025
1080
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if (!issuerLegalEntityId) return { error: "No issuer legal entity found." };
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1026
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-
const
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1027
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-
const safeInstrument = instruments?.find((i) => i.kind.toLowerCase() === "safe");
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1028
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-
if (!safeInstrument) return { error: "No SAFE instrument found on cap table." };
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1081
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+
const safeInstrument = await ensureSafeInstrument(client, entityId);
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1029
1082
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const principalCents = args.principal_amount_cents ?? args.amount_cents ?? 0;
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1030
1083
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const round = await client.startEquityRound({
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1031
1084
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entity_id: entityId,
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@@ -1042,7 +1095,6 @@ var equityActions = {
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1042
1095
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grant_type: args.safe_type ?? "post_money"
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1043
1096
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};
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1044
1097
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if (args.email) securityData.email = args.email;
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1045
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-
if (args.valuation_cap_cents) securityData.valuation_cap_cents = args.valuation_cap_cents;
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1046
1098
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await client.addRoundSecurity(roundId, securityData);
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1047
1099
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return client.issueRound(roundId, { entity_id: entityId });
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1048
1100
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},
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@@ -1338,6 +1390,18 @@ function isWriteTool(name, args) {
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1338
1390
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return true;
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1339
1391
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}
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1340
1392
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async function executeTool(name, args, client, ctx) {
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1393
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+
if (name === "feedback") {
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1394
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+
try {
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1395
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+
const result = await client.submitFeedback(
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1396
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+
args.message,
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1397
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+
args.category,
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1398
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+
args.email
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1399
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+
);
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1400
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+
return JSON.stringify(result, null, 0);
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1401
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+
} catch (err) {
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1402
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+
return JSON.stringify({ error: String(err) });
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1403
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+
}
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1404
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+
}
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1341
1405
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const dispatch = TOOL_DISPATCH[name];
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1342
1406
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if (!dispatch) return JSON.stringify({ error: `Unknown tool: ${name}` });
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1343
1407
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const action = args.action;
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@@ -1659,7 +1723,7 @@ var ContactCategory = ["employee", "contractor", "board_member", "law_firm", "va
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1659
1723
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var ContactStatus = ["active", "inactive"];
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1660
1724
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var ContactType = ["individual", "organization"];
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1661
1725
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var ContractStatus = ["draft", "active", "expired", "terminated"];
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1662
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-
var ContractTemplateType = ["consulting_agreement", "employment_offer", "contractor_agreement", "nda", "custom"];
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1726
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+
var ContractTemplateType = ["consulting_agreement", "employment_offer", "contractor_agreement", "nda", "safe_agreement", "custom"];
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1663
1727
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var ControlType = ["voting", "board", "economic", "contractual"];
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1664
1728
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var Currency = ["usd"];
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1665
1729
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var DeadlineSeverity = ["low", "medium", "high", "critical"];
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@@ -1668,8 +1732,8 @@ var DistributionStatus = ["pending", "approved", "distributed"];
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1668
1732
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var DistributionType = ["dividend", "return", "liquidation"];
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1669
1733
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var DocumentRequestStatus = ["requested", "provided", "not_applicable", "waived"];
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1670
1734
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var DocumentStatus = ["draft", "signed", "amended", "filed"];
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1671
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-
var DocumentType = ["articles_of_incorporation", "articles_of_organization", "bylaws", "operating_agreement", "ss4_application", "meeting_notice", "resolution", "safe_agreement"];
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1672
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-
var EntityType = ["
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1735
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+
var DocumentType = ["articles_of_incorporation", "articles_of_organization", "bylaws", "incorporator_action", "initial_board_consent", "operating_agreement", "initial_written_consent", "ss4_application", "meeting_notice", "resolution", "consulting_agreement", "employment_offer_letter", "contractor_services_agreement", "mutual_nondisclosure_agreement", "safe_agreement", "four_oh_nine_a_valuation_report", "stock_transfer_agreement", "transfer_board_consent", "financing_board_consent", "equity_issuance_approval", "subscription_agreement", "investor_rights_agreement", "restricted_stock_purchase_agreement", "ip_assignment_agreement", "contract"];
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1736
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+
var EntityType = ["c_corp", "llc"];
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1673
1737
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var EquityRoundStatus = ["draft", "open", "board_approved", "accepted", "closed", "cancelled"];
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1674
1738
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var EscalationStatus = ["open", "resolved"];
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1675
1739
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var FormationState = ["forming", "active"];
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@@ -1680,6 +1744,7 @@ var GovernanceMode = ["normal", "principal_unavailable", "incident_lockdown"];
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1680
1744
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var GovernanceTriggerSource = ["compliance_scanner", "execution_gate", "external_ingestion"];
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1681
1745
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var GovernanceTriggerType = ["external_signal", "policy_evidence_mismatch", "compliance_deadline_missed_d_plus_1", "audit_chain_verification_failed"];
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1682
1746
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var GoverningDocType = ["bylaws", "operating_agreement", "shareholder_agreement", "other"];
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1747
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+
var GrantType = ["common_stock", "preferred_stock", "membership_unit", "stock_option", "iso", "nso", "rsa", "svu"];
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1683
1748
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var HolderType = ["individual", "organization", "fund", "nonprofit", "trust", "other"];
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1684
1749
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var HttpMethod = ["GET", "POST", "PUT", "PATCH", "DELETE", "HEAD", "OPTIONS"];
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1685
1750
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var IncidentSeverity = ["low", "medium", "high", "critical"];
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@@ -1696,7 +1761,7 @@ var MeetingType = ["board_meeting", "shareholder_meeting", "written_consent", "m
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1696
1761
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var MemberRole = ["director", "officer", "manager", "member", "chair"];
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1697
1762
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var NetworkEgress = ["restricted", "open"];
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1698
1763
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var ObligationStatus = ["required", "in_progress", "fulfilled", "waived", "expired"];
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1699
|
-
var OfficerTitle = ["ceo", "cfo", "secretary", "president", "vp", "other"];
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1764
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+
var OfficerTitle = ["ceo", "cfo", "cto", "coo", "secretary", "treasurer", "president", "vp", "other"];
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1700
1765
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var PaymentMethod = ["bank_transfer", "card", "check", "wire", "ach"];
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1701
1766
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var PaymentStatus = ["submitted", "processing", "completed", "failed"];
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1702
1767
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var PayrollStatus = ["pending", "processing", "completed"];
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@@ -1723,6 +1788,7 @@ var ValuationStatus = ["draft", "pending_approval", "approved", "expired", "supe
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1723
1788
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var ValuationType = ["four_oh_nine_a", "llc_profits_interest", "fair_market_value", "gift", "estate", "other"];
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1724
1789
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var VoteValue = ["for", "against", "abstain", "recusal"];
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1725
1790
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var VotingMethod = ["per_capita", "per_unit"];
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1791
|
+
var WorkItemStatus = ["open", "claimed", "completed", "cancelled"];
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1726
1792
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var WorkflowType = ["transfer", "fundraising"];
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1727
1793
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export {
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1728
1794
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AccountType,
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@@ -1767,6 +1833,7 @@ export {
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1767
1833
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GovernanceTriggerSource,
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1768
1834
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GovernanceTriggerType,
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1769
1835
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GoverningDocType,
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1836
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+
GrantType,
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1770
1837
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HolderType,
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1771
1838
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HttpMethod,
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1772
1839
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IncidentSeverity,
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@@ -1815,8 +1882,10 @@ export {
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1815
1882
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ValuationType,
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1816
1883
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VoteValue,
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1817
1884
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VotingMethod,
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1885
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+
WorkItemStatus,
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1818
1886
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WorkflowType,
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1819
1887
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describeToolCall,
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1888
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+
ensureSafeInstrument,
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1820
1889
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executeTool,
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1821
1890
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formatConfigSection,
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1822
1891
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isWriteTool,
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