@thecorporation/corp-tools 26.3.6 → 26.3.9

package/dist/index.js

@@ -10,7 +10,9 @@ async function extractErrorMessage(resp) {
     const text = await resp.text();
     try {
       const json = JSON.parse(text);
-      return json.error || json.message || json.detail || text;
+      const val = json.error || json.message || json.detail;
+      if (val == null) return text;
+      return typeof val === "string" ? val : JSON.stringify(val);
     } catch {
       return text;
     }
@@ -112,7 +114,7 @@ var CorpAPIClient = class {
   }
   // --- Entities ---
   listEntities() {
-    return this.get(`/v1/workspaces/${this.workspaceId}/entities`);
+    return this.get("/v1/entities");
   }
   // --- Contacts ---
   listContacts(entityId) {
@@ -274,6 +276,15 @@ var CorpAPIClient = class {
   getSigningLink(documentId, entityId) {
     return this.get(`/v1/sign/${documentId}`, { entity_id: entityId });
   }
+  async validatePreviewPdf(entityId, documentId) {
+    const resp = await this.request("GET", "/v1/documents/preview/pdf", void 0, { entity_id: entityId, document_id: documentId });
+    await this.throwIfError(resp);
+    return { entity_id: entityId, document_id: documentId };
+  }
+  getPreviewPdfUrl(entityId, documentId) {
+    const qs = new URLSearchParams({ entity_id: entityId, document_id: documentId }).toString();
+    return `${this.apiUrl}/v1/documents/preview/pdf?${qs}`;
+  }
   // --- Finance ---
   createInvoice(data) {
     return this.post("/v1/treasury/invoices", data);
@@ -355,7 +366,12 @@ var CorpAPIClient = class {
   }
   // --- Entities writes ---
   convertEntity(entityId, data) {
-    return this.post(`/v1/entities/${entityId}/convert`, data);
+    const body = {
+      target_type: data.target_type ?? data.new_entity_type
+    };
+    const jurisdiction = data.jurisdiction ?? data.new_jurisdiction;
+    if (jurisdiction) body.jurisdiction = jurisdiction;
+    return this.post(`/v1/entities/${entityId}/convert`, body);
   }
   dissolveEntity(entityId, data) {
     return this.post(`/v1/entities/${entityId}/dissolve`, data);
@@ -392,6 +408,28 @@ var CorpAPIClient = class {
   createGovernanceSeat(bodyId, entityId, data) {
     return this.postWithParams(`/v1/governance-bodies/${bodyId}/seats`, data, { entity_id: entityId });
   }
+  // --- Work Items ---
+  listWorkItems(entityId, params) {
+    return this.get(`/v1/entities/${entityId}/work-items`, params);
+  }
+  getWorkItem(entityId, workItemId) {
+    return this.get(`/v1/entities/${entityId}/work-items/${workItemId}`);
+  }
+  createWorkItem(entityId, data) {
+    return this.post(`/v1/entities/${entityId}/work-items`, data);
+  }
+  claimWorkItem(entityId, workItemId, data) {
+    return this.post(`/v1/entities/${entityId}/work-items/${workItemId}/claim`, data);
+  }
+  completeWorkItem(entityId, workItemId, data) {
+    return this.post(`/v1/entities/${entityId}/work-items/${workItemId}/complete`, data);
+  }
+  releaseWorkItem(entityId, workItemId) {
+    return this.post(`/v1/entities/${entityId}/work-items/${workItemId}/release`, {});
+  }
+  cancelWorkItem(entityId, workItemId) {
+    return this.post(`/v1/entities/${entityId}/work-items/${workItemId}/cancel`, {});
+  }
   // --- API Keys ---
   listApiKeys() {
     return this.get("/v1/api-keys", { workspace_id: this.workspaceId });
@@ -425,17 +463,21 @@ var GENERATED_TOOL_DEFINITIONS = [
     "type": "function",
     "function": {
       "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).",
+      "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), checkout (create Stripe checkout URL \u2014 requires plan_id), portal (get Stripe billing portal URL for managing subscription).",
       "parameters": {
         "type": "object",
         "properties": {
           "action": {
             "type": "string",
-            "enum": ["status", "list_entities", "obligations", "billing"]
+            "enum": ["status", "list_entities", "obligations", "billing", "checkout", "portal"]
           },
           "tier": {
             "type": "string",
             "description": "obligations: filter by urgency tier"
+          },
+          "plan_id": {
+            "type": "string",
+            "description": "checkout: plan to subscribe to (pro, enterprise)"
           }
         },
         "required": ["action"]
@@ -745,6 +787,37 @@ var GENERATED_TOOL_DEFINITIONS = [
       }
     }
   },
+  {
+    "type": "function",
+    "function": {
+      "name": "work_item",
+      "description": "Long-term work item coordination stored in entity repos. Agents claim items with TTL, complete them, or release/cancel. Actions: list (entity_id, optional status filter), get (entity_id + work_item_id), create (entity_id + title + category + optional deadline/asap/description/metadata/created_by), claim (entity_id + work_item_id + claimed_by + optional ttl_seconds), complete (entity_id + work_item_id + completed_by + optional result), release (entity_id + work_item_id \u2014 release a claim), cancel (entity_id + work_item_id).",
+      "parameters": {
+        "type": "object",
+        "properties": {
+          "action": {
+            "type": "string",
+            "enum": ["list", "get", "create", "claim", "complete", "release", "cancel"]
+          },
+          "entity_id": { "type": "string", "description": "All actions: entity ID" },
+          "work_item_id": { "type": "string", "description": "get/claim/complete/release/cancel: work item ID" },
+          "title": { "type": "string", "description": "create: work item title" },
+          "category": { "type": "string", "description": "create/list: work item category" },
+          "description": { "type": "string", "description": "create: work item description" },
+          "deadline": { "type": "string", "description": "create: deadline date (YYYY-MM-DD)" },
+          "asap": { "type": "boolean", "description": "create: mark as ASAP priority" },
+          "metadata": { "type": "object", "description": "create: arbitrary metadata" },
+          "created_by": { "type": "string", "description": "create: creator identifier" },
+          "claimed_by": { "type": "string", "description": "claim: agent or user identifier" },
+          "ttl_seconds": { "type": "integer", "description": "claim: auto-release TTL in seconds" },
+          "completed_by": { "type": "string", "description": "complete: agent or user identifier" },
+          "result": { "type": "string", "description": "complete: completion result/notes" },
+          "status": { "type": "string", "enum": ["open", "claimed", "completed", "cancelled"], "description": "list: filter by effective status" }
+        },
+        "required": ["action"]
+      }
+    }
+  },
   {
     "type": "function",
     "function": {
@@ -787,6 +860,13 @@ var workspaceActions = {
   billing: async (_args, client) => {
     const [status, plans] = await Promise.all([client.getBillingStatus(), client.getBillingPlans()]);
     return { status, plans };
+  },
+  checkout: async (args, client) => {
+    const planId = requiredString(args, "plan_id");
+    return client.createBillingCheckout(planId);
+  },
+  portal: async (_args, client) => {
+    return client.createBillingPortal();
   }
 };
 var entityActions = {
@@ -1142,6 +1222,46 @@ var checklistActions = {
     return { status: "updated", checklist: args.checklist };
   }
 };
+var workItemActions = {
+  list: async (args, client) => client.listWorkItems(requiredString(args, "entity_id"), args.status ? { status: args.status } : void 0),
+  get: async (args, client) => client.getWorkItem(requiredString(args, "entity_id"), requiredString(args, "work_item_id")),
+  create: async (args, client) => {
+    const data = {
+      title: requiredString(args, "title"),
+      category: requiredString(args, "category")
+    };
+    if (args.description) data.description = args.description;
+    if (args.deadline) data.deadline = args.deadline;
+    if (args.asap != null) data.asap = args.asap;
+    if (args.metadata) data.metadata = args.metadata;
+    if (args.created_by) data.created_by = args.created_by;
+    return client.createWorkItem(requiredString(args, "entity_id"), data);
+  },
+  claim: async (args, client) => {
+    const data = {
+      claimed_by: requiredString(args, "claimed_by")
+    };
+    if (args.ttl_seconds != null) data.ttl_seconds = args.ttl_seconds;
+    return client.claimWorkItem(
+      requiredString(args, "entity_id"),
+      requiredString(args, "work_item_id"),
+      data
+    );
+  },
+  complete: async (args, client) => {
+    const data = {
+      completed_by: requiredString(args, "completed_by")
+    };
+    if (args.result) data.result = args.result;
+    return client.completeWorkItem(
+      requiredString(args, "entity_id"),
+      requiredString(args, "work_item_id"),
+      data
+    );
+  },
+  release: async (args, client) => client.releaseWorkItem(requiredString(args, "entity_id"), requiredString(args, "work_item_id")),
+  cancel: async (args, client) => client.cancelWorkItem(requiredString(args, "entity_id"), requiredString(args, "work_item_id"))
+};
 var agentActions = {
   list: async (_args, client) => client.listAgents(),
   create: async (args, client) => client.createAgent(args),
@@ -1159,6 +1279,7 @@ var TOOL_DISPATCH = {
   compliance: complianceActions,
   document: documentActions,
   checklist: checklistActions,
+  work_item: workItemActions,
   agent: agentActions
 };
 var TOOL_DEFINITIONS = GENERATED_TOOL_DEFINITIONS;
@@ -1177,6 +1298,8 @@ var READ_ONLY_ACTIONS = /* @__PURE__ */ new Set([
   "checklist:get",
   "meeting:list_items",
   "meeting:list_votes",
+  "work_item:list",
+  "work_item:get",
   "agent:list"
 ]);
 function isWriteTool(name, args) {
@@ -1486,14 +1609,184 @@ var READ_ONLY_TOOLS = /* @__PURE__ */ new Set([
   "workspace",
   "checklist"
 ]);
+
+// src/api-enums.generated.ts
+var AccountType = ["asset", "liability", "equity", "revenue", "expense"];
+var AgendaItemStatus = ["pending", "discussed", "voted", "tabled", "withdrawn"];
+var AgendaItemType = ["resolution", "discussion", "report", "election"];
+var AgentStatus = ["active", "paused", "disabled"];
+var AntiDilutionMethod = ["none", "broad_based_weighted_average", "narrow_based_weighted_average", "full_ratchet"];
+var AssigneeType = ["internal", "third_party", "human"];
+var AuthoritySource = ["law", "charter", "governance_docs", "resolution", "directive", "standing_instruction", "delegation_schedule", "heuristic"];
+var AuthorityTier = ["tier_1", "tier_2", "tier_3"];
+var BankAccountStatus = ["pending_review", "active", "closed"];
+var BankAccountType = ["checking", "savings"];
+var BodyStatus = ["active", "inactive"];
+var BodyType = ["board_of_directors", "llc_member_vote"];
+var CapTableAccess = ["none", "summary", "detailed"];
+var CapTableBasis = ["outstanding", "as_converted", "fully_diluted"];
+var ClassificationResult = ["independent", "employee", "uncertain"];
+var ContactCategory = ["employee", "contractor", "board_member", "law_firm", "valuation_firm", "accounting_firm", "investor", "officer", "founder", "member", "other"];
+var ContactStatus = ["active", "inactive"];
+var ContactType = ["individual", "organization"];
+var ContractStatus = ["draft", "active", "expired", "terminated"];
+var ContractTemplateType = ["consulting_agreement", "employment_offer", "contractor_agreement", "nda", "custom"];
+var ControlType = ["voting", "board", "economic", "contractual"];
+var Currency = ["usd"];
+var DeadlineSeverity = ["low", "medium", "high", "critical"];
+var DeadlineStatus = ["upcoming", "due", "completed", "overdue"];
+var DistributionStatus = ["pending", "approved", "distributed"];
+var DistributionType = ["dividend", "return", "liquidation"];
+var DocumentRequestStatus = ["requested", "provided", "not_applicable", "waived"];
+var DocumentStatus = ["draft", "signed", "amended", "filed"];
+var DocumentType = ["articles_of_incorporation", "articles_of_organization", "bylaws", "operating_agreement", "ss4_application", "meeting_notice", "resolution", "safe_agreement"];
+var EntityType = ["corporation", "llc"];
+var EquityRoundStatus = ["draft", "open", "board_approved", "accepted", "closed", "cancelled"];
+var EscalationStatus = ["open", "resolved"];
+var FormationState = ["forming", "active"];
+var FormationStatus = ["pending", "documents_generated", "documents_signed", "filing_submitted", "filed", "ein_applied", "active", "rejected", "dissolved"];
+var GlAccountCode = ["Cash", "AccountsReceivable", "AccountsPayable", "AccruedExpenses", "FounderCapital", "Revenue", "OperatingExpenses", "Cogs"];
+var GovernanceAuditEventType = ["mode_changed", "lockdown_trigger_applied", "manual_event", "checkpoint_written", "chain_verified", "chain_verification_failed"];
+var GovernanceMode = ["normal", "principal_unavailable", "incident_lockdown"];
+var GovernanceTriggerSource = ["compliance_scanner", "execution_gate", "external_ingestion"];
+var GovernanceTriggerType = ["external_signal", "policy_evidence_mismatch", "compliance_deadline_missed_d_plus_1", "audit_chain_verification_failed"];
+var GoverningDocType = ["bylaws", "operating_agreement", "shareholder_agreement", "other"];
+var HolderType = ["individual", "organization", "fund", "nonprofit", "trust", "other"];
+var HttpMethod = ["GET", "POST", "PUT", "PATCH", "DELETE", "HEAD", "OPTIONS"];
+var IncidentSeverity = ["low", "medium", "high", "critical"];
+var IncidentStatus = ["open", "resolved"];
+var InstrumentKind = ["common_equity", "preferred_equity", "membership_unit", "option_grant", "safe", "convertible_note", "warrant"];
+var InstrumentStatus = ["active", "closed", "cancelled"];
+var IntentStatus = ["pending", "evaluated", "authorized", "executed", "failed", "cancelled"];
+var InvestorType = ["natural_person", "agent", "entity"];
+var InvoiceStatus = ["draft", "sent", "paid", "voided"];
+var JournalEntryStatus = ["draft", "posted", "voided"];
+var LegalEntityRole = ["operating", "control", "investment", "nonprofit", "spv", "other"];
+var MeetingStatus = ["draft", "noticed", "convened", "adjourned", "cancelled"];
+var MeetingType = ["board_meeting", "shareholder_meeting", "written_consent", "member_meeting"];
+var MemberRole = ["director", "officer", "manager", "member", "chair"];
+var NetworkEgress = ["restricted", "open"];
+var ObligationStatus = ["required", "in_progress", "fulfilled", "waived", "expired"];
+var OfficerTitle = ["ceo", "cfo", "secretary", "president", "vp", "other"];
+var PaymentMethod = ["bank_transfer", "card", "check", "wire", "ach"];
+var PaymentStatus = ["submitted", "processing", "completed", "failed"];
+var PayrollStatus = ["pending", "processing", "completed"];
+var PositionStatus = ["active", "closed"];
+var QuorumStatus = ["unknown", "met", "not_met"];
+var QuorumThreshold = ["majority", "supermajority", "unanimous"];
+var ReceiptStatus = ["pending", "executed", "failed"];
+var ReconciliationStatus = ["balanced", "discrepancy"];
+var Recurrence = ["one_time", "monthly", "quarterly", "annual"];
+var ResolutionType = ["ordinary", "special", "unanimous_written_consent"];
+var RiskLevel = ["low", "medium", "high"];
+var Scope = ["formation_create", "formation_read", "formation_sign", "equity_read", "equity_write", "equity_transfer", "governance_read", "governance_write", "governance_vote", "treasury_read", "treasury_write", "treasury_approve", "contacts_read", "contacts_write", "execution_read", "execution_write", "branch_create", "branch_merge", "branch_delete", "admin", "internal_worker_read", "internal_worker_write", "secrets_manage", "all"];
+var SeatRole = ["chair", "member", "officer", "observer"];
+var SeatStatus = ["active", "resigned", "expired"];
+var Side = ["debit", "credit"];
+var TaxFilingStatus = ["pending", "filed", "accepted", "rejected"];
+var TransactionPacketStatus = ["drafted", "ready_for_signature", "fully_signed", "executable", "executed", "failed"];
+var TransferStatus = ["draft", "pending_bylaws_review", "pending_rofr", "pending_board_approval", "approved", "executed", "denied", "cancelled"];
+var TransferType = ["gift", "trust_transfer", "secondary_sale", "estate", "other"];
+var TransfereeRights = ["full_member", "economic_only", "limited"];
+var Transport = ["stdio", "http"];
+var ValuationMethodology = ["income", "market", "asset", "backsolve", "hybrid", "other"];
+var ValuationStatus = ["draft", "pending_approval", "approved", "expired", "superseded"];
+var ValuationType = ["four_oh_nine_a", "llc_profits_interest", "fair_market_value", "gift", "estate", "other"];
+var VoteValue = ["for", "against", "abstain", "recusal"];
+var VotingMethod = ["per_capita", "per_unit"];
+var WorkflowType = ["transfer", "fundraising"];
 export {
+  AccountType,
+  AgendaItemStatus,
+  AgendaItemType,
+  AgentStatus,
+  AntiDilutionMethod,
+  AssigneeType,
+  AuthoritySource,
+  AuthorityTier,
+  BankAccountStatus,
+  BankAccountType,
+  BodyStatus,
+  BodyType,
+  CapTableAccess,
+  CapTableBasis,
+  ClassificationResult,
+  ContactCategory,
+  ContactStatus,
+  ContactType,
+  ContractStatus,
+  ContractTemplateType,
+  ControlType,
   CorpAPIClient,
+  Currency,
+  DeadlineSeverity,
+  DeadlineStatus,
+  DistributionStatus,
+  DistributionType,
+  DocumentRequestStatus,
+  DocumentStatus,
+  DocumentType,
+  EntityType,
+  EquityRoundStatus,
+  EscalationStatus,
+  FormationState,
+  FormationStatus,
   GENERATED_TOOL_DEFINITIONS,
+  GlAccountCode,
+  GovernanceAuditEventType,
+  GovernanceMode,
+  GovernanceTriggerSource,
+  GovernanceTriggerType,
+  GoverningDocType,
+  HolderType,
+  HttpMethod,
+  IncidentSeverity,
+  IncidentStatus,
+  InstrumentKind,
+  InstrumentStatus,
+  IntentStatus,
+  InvestorType,
+  InvoiceStatus,
+  JournalEntryStatus,
+  LegalEntityRole,
+  MeetingStatus,
+  MeetingType,
+  MemberRole,
+  NetworkEgress,
+  ObligationStatus,
+  OfficerTitle,
+  PaymentMethod,
+  PaymentStatus,
+  PayrollStatus,
+  PositionStatus,
+  QuorumStatus,
+  QuorumThreshold,
   READ_ONLY_TOOLS,
+  ReceiptStatus,
+  ReconciliationStatus,
+  Recurrence,
+  ResolutionType,
+  RiskLevel,
   SYSTEM_PROMPT_BASE,
+  Scope,
+  SeatRole,
+  SeatStatus,
   SessionExpiredError,
+  Side,
   TOOL_DEFINITIONS,
   TOOL_REGISTRY,
+  TaxFilingStatus,
+  TransactionPacketStatus,
+  TransferStatus,
+  TransferType,
+  TransfereeRights,
+  Transport,
+  ValuationMethodology,
+  ValuationStatus,
+  ValuationType,
+  VoteValue,
+  VotingMethod,
+  WorkflowType,
   describeToolCall,
   executeTool,
   formatConfigSection,