Execute Day-0 formation packet

Last updated Jun 14, 2026

Query Parameters

dry_runbooleanOptional

If true, simulate the mutation and return the would-be resource, any cascaded resources, and a fee estimate — without side effects. Available on every mutation.

Default false

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

foundersarray<object>Required

Founder stakeholders to receive restricted stock.

stakeholder_idstringRequired

sharesintegerRequired

consideration_typestringOptional

One of"cash""ip_assignment""services""mixed"

cash_consideration_centsintegerOptional

ip_assignment_scopestringOptional

One of"full""limited""none"

vestingobjectOptional

cliff_monthsintegerOptional

total_monthsintegerOptional

reverse_vestingbooleanOptional

repurchase_option_window_daysintegerOptional

Days after termination during which the company may exercise its FSPA repurchase right. Memorialized in the executed agreement; later validated at POST /grants/{id}/repurchase time. Default 90 (NVCA standard). Mirrors Grant.founder_restricted_stock_terms.repurchase_option_window_days.

Default 90

accelerationobjectOptional

single_trigger_change_of_control_percentnumberOptional

double_trigger_change_of_control_percentnumberOptional

option_pool_basis_pointsintegerOptional

Initial option pool, expressed as a fraction of post-formation fully-diluted shares.

officer_slatearray<object>Optional

Initial officer appointments adopted by the Initial Board Consent. When omitted, Matter's recommendation engine resolves the slate from founders[].role plus DGCL §142 minimums (President and Secretary required; the same person may hold multiple offices). Provide explicitly when appointing non-founder officers (outside counsel as Secretary, non-founder CFOs), when one founder must hold multiple titles, or when the entity uses a non-standard title scheme. Each entry must reference an existing Stakeholder; if a non-founder Secretary is needed, create that Stakeholder via POST /entities/{id}/stakeholders before calling formation_packet.

stakeholder_idstringRequired

Stakeholder receiving the officer appointment. Must already exist on the entity (or be one of the founders created by this same formation_packet call).

titlestringRequired

Officer title. Common values: chief_executive_officer, president, chief_financial_officer, chief_operating_officer, chief_technology_officer, treasurer, secretary, vice_president. Free-form; the Initial Board Consent template renders the literal string after de-snake-casing for display.

authority_basisstringOptional

Why this officer slot exists. dgcl_142_minimum for President / Secretary (DGCL §142 mandates them); bylaws_default for slots the bylaws name explicitly; board_resolution for everything else (default).

One of"bylaws_default""board_resolution""dgcl_142_minimum"

Default "board_resolution"

include_bank_account_applicationobjectOptional

Atomically provision a corporate bank account alongside the formation packet. With the default column processor, the account is created synchronously via Column's banking-as-a-service API — account_number and routing_number land on the formation_packet response directly. With Mercury / Brex / Chase / Ramp overrides, returns a pre-filled application URL so the founder can complete the partner's onboarding flow.

processorstringOptional

Default column — Matter's banking-as-a-service partner. Column has a real API and provisions the account synchronously (returns account_number and routing_number on the formation_packet response).

Mercury / Brex / Chase / Ramp are alternative providers that require off-platform web-flow onboarding (KYC happens on the partner's site). These overrides dispatch a sub-agent (see initiateBankAccountOpening) to drive the partner's onboarding portal.

One of"column""mercury""brex""chase""ramp""auto"

Default "column"

include_ein_applicationobjectOptional

Atomically submit IRS Form SS-4 alongside the formation packet. Internally invokes the same path as submitEINApplication with the responsible-party stakeholder. Returns the EIN application status in package_artifacts.ein_application.

responsible_party_stakeholder_idstringRequired

Stakeholder listed as responsible party on Form SS-4. For 1-person C-Corps this is the sole founder; for teams it's the founder taking the role of CEO.

internationalbooleanOptional

True when the responsible party doesn't have a US SSN or ITIN. Routes the application through the IRS Phone-Application path. Adds 1–2 weeks to turnaround.

Default false

include_foreign_qualificationobjectOptional

Atomically file foreign qualification in the founder's operating state when it differs from the formation jurisdiction. Inferred from discovery_input.home_state on the parent Intent if not specified explicitly.

jurisdictionstringOptional

Two-letter US state code (e.g. "NC", "CA"). When omitted, the resolver pulls from Intent.discovery_input.home_state.

indemnification_policyobjectOptional

advancement_of_expensesbooleanOptional

Default true

d_and_o_insurance_requiredbooleanOptional

Default false

registered_agent_idstringOptional

request_einbooleanOptional

Default true

efile_83bobjectOptional

How to file the §83(b) Election with the IRS. As of July 2025, the IRS supports e-filing Form 15620 via the ID.me portal with instant confirmation. Default id_me_portal for novice founders means Matter handles the entire flow — no print/sign/mail step.

methodstringOptional

One of"id_me_portal""paper_mail""none"

Default "id_me_portal"

delegated_credentialsobjectOptional

How Matter signs the §83(b) e-file on the responsible party's behalf. Default matter_ueta_agent: Matter holds a tier-3 token authorised for §83(b) filing under UETA §14 standing consent (set up at terms acceptance time). The founder never types into id.me.

railstringOptional

One of"matter_ueta_agent""founder_session"

Default "matter_ueta_agent"

routine_install_policystringOptional

Whether to install recurring compliance routines as part of the formation packet (default), via a separate call, or not at all.

One of"auto_on_formation""manual""none"

Default "auto_on_formation"

signing_modestringOptional

How signature events on the formation packet are handled:

agent (default): every signable artifact except the personal §83(b) election is signed on the founder's behalf by Matter's electronic signing agent under UETA §14. The founder receives a Document with agent_signed: true and a review_url for each item; no countersignature action is required from them. The §83(b) is the only document the founder must personally execute and mail within the 30-day window — surfaced separately with Document.countdown_until_deadline and a pre-filled certified-mail label.
self: every signable artifact (Action of Incorporator, organisational consent, bylaws adoption, stock purchase agreement, indemnification agreement, and §83(b)) is queued for the founder's personal signature. Each appears in the dashboard as a pending_signature Document with a signing link. Matter will not advance Entity.formation_packet_status past awaiting_founder_signatures until every item is executed.

See signing modes for the full decision matrix. Tier-3+ tokens may set this; lower tiers always default to agent.

One of"agent""self"

Default "agent"

signing_mode_review_settingsobjectOptional

Review preferences when signing_mode: agent. Optional — omit for sensible defaults. Ignored when signing_mode: self.

email_review_linksbooleanOptional

Email the founder a single digest of review_urls for every agent-signed Document at packet completion. They can read but not sign.

Default true

require_acknowledgementbooleanOptional

If true, agent-signed Documents are produced but the Entity stays in awaiting_founder_acknowledgement until the founder clicks "I've reviewed" in the dashboard. Lets compliance-conscious founders gate the Entity.formation_packet_status: completed transition on a positive review even when not signing themselves.

Default false

Response Body

`application/json`

`application/problem+json`

Request

curl -X POST "https://api.mattermode.com/v1/entities/{id}/formation_packet" \  -H "Content-Type: application/json" \  -d '{    "founders": [      {        "stakeholder_id": "string",        "shares": 1      }    ]  }'

const body = JSON.stringify({  "founders": [    {      "stakeholder_id": "string",      "shares": 1    }  ]})fetch("https://api.mattermode.com/v1/entities/{id}/formation_packet", {  method: "POST",  headers: {    "Content-Type": "application/json"  },  body})

package mainimport (  "fmt"  "net/http"  "io/ioutil"  "strings")func main() {  url := "https://api.mattermode.com/v1/entities/{id}/formation_packet"  body := strings.NewReader(`{    "founders": [      {        "stakeholder_id": "string",        "shares": 1      }    ]  }`)  req, _ := http.NewRequest("POST", url, body)  req.Header.Add("Content-Type", "application/json")  res, _ := http.DefaultClient.Do(req)  defer res.Body.Close()  body, _ := ioutil.ReadAll(res.Body)  fmt.Println(res)  fmt.Println(string(body))}

import requestsheaders = {    "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc",    "Matter-Version": "2026-06-10",    "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b",}payload = {    "founders": [        {            "stakeholder_id": "example",            "shares": 1        }    ]}resp = requests.post(    "https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/formation_packet",    headers=headers,    json=payload,)resp.raise_for_status()print(resp.json())

import java.net.URI;import java.net.http.HttpClient;import java.net.http.HttpRequest;import java.net.http.HttpResponse;import java.net.http.HttpResponse.BodyHandlers;import java.time.Duration;import java.net.http.HttpRequest.BodyPublishers;var body = BodyPublishers.ofString("""{  "founders": [    {      "stakeholder_id": "string",      "shares": 1    }  ]}""");HttpClient client = HttpClient.newBuilder()  .connectTimeout(Duration.ofSeconds(10))  .build();HttpRequest.Builder requestBuilder = HttpRequest.newBuilder()  .uri(URI.create("https://api.mattermode.com/v1/entities/{id}/formation_packet"))  .header("Content-Type", "application/json")  .POST(body)  .build();try {  HttpResponse<String> response = client.send(requestBuilder.build(), BodyHandlers.ofString());  System.out.println("Status code: " + response.statusCode());  System.out.println("Response body: " + response.body());} catch (Exception e) {  e.printStackTrace();}

using System;using System.Net.Http;using System.Text;var body = new StringContent("""{  "founders": [    {      "stakeholder_id": "string",      "shares": 1    }  ]}""", Encoding.UTF8, "application/json");var client = new HttpClient();var response = await client.PostAsync("https://api.mattermode.com/v1/entities/{id}/formation_packet", body);var responseBody = await response.Content.ReadAsStringAsync();

curl --request POST 'https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/formation_packet' \  --header 'Authorization: Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc' \  --header 'Matter-Version: 2026-06-10' \  --header 'Idempotency-Key: ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b' \  --header 'Content-Type: application/json' \  --data '{  "founders": [    {      "stakeholder_id": "example",      "shares": 1    }  ]}'

const response = await fetch("https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/formation_packet", {  method: "POST",  headers: {    "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc",    "Matter-Version": "2026-06-10",    "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b",    "Content-Type": "application/json",  },  body: JSON.stringify({    "founders": [      {        "stakeholder_id": "example",        "shares": 1      }    ]  }),});if (!response.ok) {  throw new Error(`Matter API ${response.status}: ${await response.text()}`);}const data = await response.json();console.log(data);

Response

application/json

{
  "steps": [
    {
      "operation": "string",
      "depends_on": [
        0
      ],
      "estimated_duration_seconds": 0,
      "cost_estimate": {
        "amount": 50000,
        "currency": "usd"
      },
      "requires_human_signature": false,
      "status": "pending",
      "output_resource_ids": [
        "string"
      ],
      "defaulted_fields": [
        {
          "field": "string",
          "value": null,
          "rationale": "string",
          "rationale_source": "discovery_input",
          "overridable": true,
          "basis": "nvca_standard",
          "citations": [
            "string"
          ]
        }
      ],
      "phase": "formation",
      "gate": {
        "owner": "founder",
        "expected_duration_days": [
          0,
          0
        ],
        "evidence": [
          "string"
        ]
      },
      "deadline": {
        "due": {},
        "hard": true
      },
      "entity_ref": "string",
      "fee_cents": 0
    }
  ],
  "compliance_calendar": [
    {
      "name": "string",
      "due": {},
      "fee_cents": 0,
      "cadence": "one_time",
      "source": "jurisdiction",
      "hard": true,
      "notes": "string",
      "jurisdiction": "string"
    }
  ],
  "jurisdiction_support": {
    "tier": "first_class",
    "notes": "string"
  },
  "recipe": {
    "name": "venture_de_c_corp",
    "basis": "nvca_standard",
    "rationale": "string"
  },
  "plan_version": "string"
}

{
  "request_id": "string",
  "entity": {
    "id": "ent_Nq3KcAbc",
    "object": "entity",
    "status": "draft",
    "type": "c_corp",
    "jurisdiction": "US-DE",
    "legal_name": "Waypoint Systems, Inc.",
    "aliases": [
      "string"
    ],
    "formed_at": 0,
    "dissolved_at": 0,
    "acquired_at": 0,
    "merged_at": 0,
    "sold_at": 0,
    "workspace_id": "string",
    "corporate_transaction_id": "string",
    "principal_address": {
      "line1": "string",
      "line2": "string",
      "city": "string",
      "county": "string",
      "region": "string",
      "postal_code": "string",
      "country": "US"
    },
    "mailing_address": {
      "line1": "string",
      "line2": "string",
      "city": "string",
      "county": "string",
      "region": "string",
      "postal_code": "string",
      "country": "US"
    },
    "registered_agent_id": "string",
    "incorporator_stakeholder_id": "string",
    "tax_profile_id": "string",
    "stakeholder_ids": [
      "string"
    ],
    "cap_table_id": "string",
    "equity_plan_ids": [
      "string"
    ],
    "qualifications": [
      {
        "id": "string",
        "object": "qualification",
        "entity_id": "string",
        "jurisdiction": "US-DE",
        "status": "qualifying",
        "qualified_at": 0,
        "registered_agent_id": "string",
        "compliance_track": {
          "annual_report_due_on": "2019-08-24",
          "franchise_tax_due_on": "2019-08-24"
        },
        "metadata": {
          "customer_id": "cus_7Hpx9WxY",
          "portfolio_tag": "y-combinator-w26"
        },
        "created": 0,
        "updated": 0,
        "livemode": true
      }
    ],
    "compliance": {
      "health": "healthy",
      "next_deadline": 0,
      "open_obligations_count": 0
    },
    "intent_id": "string",
    "incorporator_receipt_id": "string",
    "portfolio_id": "string",
    "governing_documents": {
      "certificate_of_incorporation_id": "string",
      "restated_certificate_of_incorporation_id": "string",
      "bylaws_id": "string",
      "action_of_incorporator_id": "string",
      "secretary_certificate_id": "string",
      "initial_board_consent_id": "string"
    },
    "formation_packet_status": "not_started",
    "external_status": "pending",
    "active_browser_agent_run_id": "string",
    "browser_agent_run": {
      "id": "string",
      "object": "browser_agent_run",
      "entity_id": "string",
      "filing_kind": "formation",
      "submitted": false,
      "state": "pending",
      "perception_mode": "recipe",
      "region": "us_east",
      "computed_fee_usd": 0,
      "observed_fee_usd": 0,
      "proof_bundle_id": "string",
      "content_hash": "string",
      "render_hash": "string",
      "blocker": {
        "reason": "PORTAL_MARKUP_DRIFT",
        "message": "string",
        "resume_token": "string",
        "partial_field_dump": {}
      },
      "stopped_at": 0,
      "created": 0
    },
    "metadata": {
      "customer_id": "cus_7Hpx9WxY",
      "portfolio_tag": "y-combinator-w26"
    },
    "created": 0,
    "updated": 0,
    "livemode": true
  },
  "formation_packet_status": "string",
  "expected_steps": [
    "string"
  ],
  "package_artifacts": {
    "documents": [
      {
        "id": "string",
        "object": "document",
        "entity_id": "string",
        "type": "certificate_of_incorporation",
        "provenance": "matter_generated",
        "status": "draft",
        "execution_status": "draft",
        "lifecycle_class": "agreement",
        "upstream_provenance": null,
        "terminated_at": "2019-08-24",
        "terminated_reason": null,
        "clause_toggles": [
          {
            "clause_id": "string",
            "current_value": null,
            "default_value": null,
            "override_basis": null,
            "set_at": 0,
            "set_by_stakeholder_id": "string"
          }
        ],
        "clause_toggle_changes": [
          {
            "clause_id": "string",
            "previous_value": null,
            "new_value": null,
            "override_basis": null,
            "changed_at": 0,
            "changed_by_stakeholder_id": "string",
            "note": "string"
          }
        ],
        "internal_notes": "string",
        "structured_clauses": [
          {
            "clause_id": "string",
            "value_type": "integer",
            "value": null,
            "source_section": "string",
            "extracted_at": 0
          }
        ],
        "efile_metadata": {
          "rail": "irs_id_me_portal",
          "irs_confirmation_number": "string",
          "confirmed_at": "2019-08-24T14:15:22Z",
          "form_15620_document_id": "string",
          "sub_agent_session_id": "string"
        },
        "attaches_to": "string",
        "attachment_kind": null,
        "related_documents": [
          {
            "document_id": "string",
            "relation_kind": "co_executed_with",
            "note": "string",
            "established_at": "2019-08-24T14:15:22Z"
          }
        ],
        "cover_page_fields": {},
        "equity_promise": {
          "kind": "iso",
          "shares_promised": 0,
          "strike_price_status": "pending_409a",
          "derived_from_valuation_id": "string",
          "fixed_strike_price_usd": 0,
          "vesting_schedule_promised": {
            "total_months": 0,
            "cliff_months": 0,
            "commencement_anchor": "start_date",
            "acceleration": null,
            "expected_grant_date": "2019-08-24"
          },
          "board_approval_status": "pending",
          "realized_grant_id": "string"
        },
        "standard_terms_template_id": "string",
        "template_id": "string",
        "template_version": "string",
        "current_version_id": "string",
        "entity_snapshot": {},
        "payload": {},
        "pdf_url": "http://example.com",
        "sha256": "9f86d081884c7d659a2feaa0c55ad015a3bf4f1b2b0b822cd15d6c15b0f00a08",
        "proof": {
          "algorithm": "Ed25519",
          "value": "string",
          "signing_key_fingerprint": "string"
        },
        "version": 1,
        "parent_document_id": "string",
        "signatures": [
          {
            "stakeholder_id": "string",
            "signed_at": 0,
            "signature_method": "esign",
            "legal_basis": "wet_signature",
            "consent_record": {
              "consent_id": "string",
              "ip": "string",
              "user_agent": "string",
              "accepted_at": 0,
              "esra_disclosure_version": "2026-04-01"
            },
            "agent_authority": {
              "token_id": "string",
              "authorization_id": "string",
              "principal_human_id": "string",
              "agent_id": "string",
              "acknowledgements": [
                {
                  "slug": "not_legal_advice",
                  "version": "2026-04-01",
                  "accepted_by_stakeholder_id": "string",
                  "accepted_at": 0,
                  "ip": "string",
                  "user_agent": "string"
                }
              ],
              "standing_policy_id": "string"
            },
            "intent_text": "string"
          }
        ],
        "envelope_id": "string",
        "sensitivity": "standard",
        "disclaimer": {
          "text": "string",
          "version": "2026-04-01",
          "source": "ueta_matter_v1",
          "marketing_disclosure_url": "http://example.com"
        },
        "metadata": {
          "customer_id": "cus_7Hpx9WxY",
          "portfolio_tag": "y-combinator-w26"
        },
        "created": 0,
        "updated": 0,
        "livemode": true
      }
    ],
    "resolutions": [
      {
        "id": "string",
        "object": "resolution",
        "entity_id": "string",
        "kind": "board_meeting",
        "subject": "Approval of 2026 Equity Plan and initial pool of 2,000,000 shares",
        "resolved_at": 0,
        "variant": "sole_director",
        "signatories": [
          {
            "stakeholder_id": "string",
            "signed_at": 0,
            "role": "string",
            "signing_capacity": "director"
          }
        ],
        "officer_changes": [
          {
            "stakeholder_id": "string",
            "change_kind": "appoint",
            "title": "string",
            "effective_date": "2019-08-24",
            "previous_title": "string"
          }
        ],
        "document_id": "string",
        "authorizes_filings": [
          "string"
        ],
        "authorizes_agreements": [
          "string"
        ],
        "authorizes_grants": [
          "string"
        ],
        "authorizes_share_reservations": [
          "string"
        ],
        "metadata": {
          "customer_id": "cus_7Hpx9WxY",
          "portfolio_tag": "y-combinator-w26"
        },
        "created": 0,
        "updated": 0,
        "livemode": true
      }
    ],
    "routines": [
      {
        "id": "string",
        "obligation_kind": "string",
        "schedule": "string",
        "status": "string",
        "next_run_at": "2019-08-24T14:15:22Z"
      }
    ],
    "ein_application": {
      "request_id": "string",
      "ein_application_status": "submitted",
      "expected_completion_at": "2019-08-24T14:15:22Z"
    },
    "bank_account_application": {
      "provider": "column",
      "bank_account_id": "string",
      "account_number": "string",
      "routing_number": "string",
      "status": "active",
      "kyb_decision": "approved",
      "column_account_id": "string"
    },
    "foreign_qualification": {
      "filing_id": "string",
      "jurisdiction": "string",
      "status": "submitted"
    },
    "equity_plan": {
      "plan_id": "string",
      "authorised_shares": 0,
      "terms_summary": "string"
    },
    "efile_83b_receipt": {
      "irs_confirmation_number": "string",
      "confirmed_at": "2019-08-24T14:15:22Z",
      "form_15620_document_id": "string"
    }
  },
  "routines": [
    {
      "id": "string",
      "obligation_kind": "string",
      "schedule": "string",
      "token_id": "string",
      "status": "active",
      "next_run_at": 0
    }
  ]
}

{
  "type": "https://mattermode.com/docs/errors/invalid_request",
  "title": "Invalid request",
  "status": 400,
  "code": "invalid_request",
  "detail": "Request body could not be parsed as JSON.",
  "doc_url": "https://mattermode.com/docs/guides/errors#invalid_request",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/authentication_required",
  "title": "Authentication required",
  "status": 401,
  "code": "authentication_required",
  "detail": "No bearer token was supplied. Pass `Authorization: Bearer sk_live_...` on every request.",
  "doc_url": "https://mattermode.com/docs/guides/errors#authentication_required",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/scope_denied",
  "title": "Scope denied",
  "status": 403,
  "code": "scope_denied",
  "detail": "Token tok_8FbWcEoP9 has no grant on entity ent_Nq3KcAbc.",
  "doc_url": "https://mattermode.com/docs/guides/errors#scope_denied",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/invalid_state_transition",
  "title": "Invalid state transition",
  "status": 409,
  "code": "invalid_state_transition",
  "detail": "Entity ent_Nq3KcAbc is in state `dissolved`; `dissolve` is not a valid transition.",
  "doc_url": "https://mattermode.com/docs/guides/errors#invalid_state_transition",
  "request_id": "req_Qw9xYz8A",
  "current_state": "dissolved",
  "attempted_transition": "dissolve",
  "allowed_transitions": []
}

{
  "type": "https://mattermode.com/docs/errors/dissolution_prerequisites_missing",
  "title": "Dissolution prerequisites missing",
  "status": 409,
  "code": "dissolution_prerequisites_missing",
  "detail": "Voluntary dissolution requires `board_resolution_id` and `stockholder_consent_id`, or `auto_generate_resolutions: true`.",
  "doc_url": "https://mattermode.com/docs/guides/errors#dissolution_prerequisites_missing",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/valuation_stale",
  "title": "409A valuation stale",
  "status": 409,
  "code": "valuation_stale",
  "detail": "Active 409A val_AbCd1234 is older than 12 months or superseded by a material event. Issuing ISOs at the prior strike risks IRC §409A violation. Refresh via POST /entities/{id}/valuations/{id}/refresh_request.",
  "doc_url": "https://mattermode.com/docs/guides/errors#valuation_stale",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/rate_limit_exceeded",
  "title": "Rate limit exceeded",
  "status": 429,
  "code": "rate_limit_exceeded",
  "detail": "Request rate exceeded for this key. Retry after `retry_after` seconds or honor the `Retry-After` header.",
  "doc_url": "https://mattermode.com/docs/guides/errors#rate_limit_exceeded",
  "request_id": "req_Qw9xYz8A",
  "retry_after": 30
}

Cascade

A single call kicks off: {"kind":"document","type":"action_of_incorporator","timing":"immediate"} → {"kind":"document","type":"bylaws","timing":"immediate"} → {"kind":"document","type":"secretary_certificate","timing":"immediate"} → {"kind":"document","type":"initial_board_consent","timing":"immediate"} → {"kind":"document","type":"rspa","timing":"per_initial_issuance"} → {"kind":"document","type":"indemnification_agreement","timing":"immediate","qualifier":"per_director_or_officer"} → {"kind":"filing","type":"form_ss4","timing":"immediate"} → {"kind":"tax_election","type":"section_83b","timing":"per_restricted_issuance"}

Day-0 Delaware C-Corp in one callEnd-to-end formation packet recipe with founder equity, bylaws, and 83(b) elections.Form a companyHigher-level entry — calls `createEntity` which delegates to this packet on `applied_defaults`.Establish governance baselineSet up bylaws, indemnification agreements, and the first board consent for an existing entity.

Create a formation packet.

Composite endpoint that executes the Day-0 formation packet as a single atomic cascade. Generates the action of incorporator, the bylaws, the secretary certificate, the initial board resolutions (officer election, bank-account authorisation, share-issuance authorisation, option-plan adoption, indemnification-form approval, registered-agent appointment), the founder stock purchase agreements (one per founder, with §83(b) elections, escrowed stock powers, and IP-assignment agreements), the indemnification agreements for each director and officer, and the EIN application — all under one Idempotency-Key.

Returns 202 Accepted immediately with a Request id; webhook stream emits entity.formation_packet.step.completed per step and entity.formation_packet.completed at terminal. Sub-state is reflected on Entity.formation_packet_status.

Pass ?dry_run=true to receive the full execution plan without executing.

Last updated Jun 14, 2026

Query Parameters

dry_runbooleanOptional

If true, simulate the mutation and return the would-be resource, any cascaded resources, and a fee estimate — without side effects. Available on every mutation.

Default false

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

foundersarray<object>Required

Founder stakeholders to receive restricted stock.

stakeholder_idstringRequired

sharesintegerRequired

consideration_typestringOptional

One of"cash""ip_assignment""services""mixed"

cash_consideration_centsintegerOptional

ip_assignment_scopestringOptional

One of"full""limited""none"

vestingobjectOptional

cliff_monthsintegerOptional

total_monthsintegerOptional

reverse_vestingbooleanOptional

repurchase_option_window_daysintegerOptional

Default 90

accelerationobjectOptional

single_trigger_change_of_control_percentnumberOptional

double_trigger_change_of_control_percentnumberOptional

option_pool_basis_pointsintegerOptional

Initial option pool, expressed as a fraction of post-formation fully-diluted shares.

officer_slatearray<object>Optional

stakeholder_idstringRequired

Stakeholder receiving the officer appointment. Must already exist on the entity (or be one of the founders created by this same formation_packet call).

titlestringRequired

authority_basisstringOptional

One of"bylaws_default""board_resolution""dgcl_142_minimum"

Default "board_resolution"

include_bank_account_applicationobjectOptional

processorstringOptional

One of"column""mercury""brex""chase""ramp""auto"

Default "column"

include_ein_applicationobjectOptional

responsible_party_stakeholder_idstringRequired

Stakeholder listed as responsible party on Form SS-4. For 1-person C-Corps this is the sole founder; for teams it's the founder taking the role of CEO.

internationalbooleanOptional

True when the responsible party doesn't have a US SSN or ITIN. Routes the application through the IRS Phone-Application path. Adds 1–2 weeks to turnaround.

Default false

include_foreign_qualificationobjectOptional

jurisdictionstringOptional

Two-letter US state code (e.g. "NC", "CA"). When omitted, the resolver pulls from Intent.discovery_input.home_state.

indemnification_policyobjectOptional

advancement_of_expensesbooleanOptional

Default true

d_and_o_insurance_requiredbooleanOptional

Default false

registered_agent_idstringOptional

request_einbooleanOptional

Default true

efile_83bobjectOptional

methodstringOptional

One of"id_me_portal""paper_mail""none"

Default "id_me_portal"

delegated_credentialsobjectOptional

railstringOptional

One of"matter_ueta_agent""founder_session"

Default "matter_ueta_agent"

routine_install_policystringOptional

Whether to install recurring compliance routines as part of the formation packet (default), via a separate call, or not at all.

One of"auto_on_formation""manual""none"

Default "auto_on_formation"

signing_modestringOptional

How signature events on the formation packet are handled:

agent (default): every signable artifact except the personal §83(b) election is signed on the founder's behalf by Matter's electronic signing agent under UETA §14. The founder receives a Document with agent_signed: true and a review_url for each item; no countersignature action is required from them. The §83(b) is the only document the founder must personally execute and mail within the 30-day window — surfaced separately with Document.countdown_until_deadline and a pre-filled certified-mail label.
self: every signable artifact (Action of Incorporator, organisational consent, bylaws adoption, stock purchase agreement, indemnification agreement, and §83(b)) is queued for the founder's personal signature. Each appears in the dashboard as a pending_signature Document with a signing link. Matter will not advance Entity.formation_packet_status past awaiting_founder_signatures until every item is executed.

See signing modes for the full decision matrix. Tier-3+ tokens may set this; lower tiers always default to agent.

One of"agent""self"

Default "agent"

signing_mode_review_settingsobjectOptional

Review preferences when signing_mode: agent. Optional — omit for sensible defaults. Ignored when signing_mode: self.

email_review_linksbooleanOptional

Email the founder a single digest of review_urls for every agent-signed Document at packet completion. They can read but not sign.

Default true

require_acknowledgementbooleanOptional

Default false

Response Body

`application/json`

`application/problem+json`

Request

curl -X POST "https://api.mattermode.com/v1/entities/{id}/formation_packet" \  -H "Content-Type: application/json" \  -d '{    "founders": [      {        "stakeholder_id": "string",        "shares": 1      }    ]  }'

const body = JSON.stringify({  "founders": [    {      "stakeholder_id": "string",      "shares": 1    }  ]})fetch("https://api.mattermode.com/v1/entities/{id}/formation_packet", {  method: "POST",  headers: {    "Content-Type": "application/json"  },  body})

package mainimport (  "fmt"  "net/http"  "io/ioutil"  "strings")func main() {  url := "https://api.mattermode.com/v1/entities/{id}/formation_packet"  body := strings.NewReader(`{    "founders": [      {        "stakeholder_id": "string",        "shares": 1      }    ]  }`)  req, _ := http.NewRequest("POST", url, body)  req.Header.Add("Content-Type", "application/json")  res, _ := http.DefaultClient.Do(req)  defer res.Body.Close()  body, _ := ioutil.ReadAll(res.Body)  fmt.Println(res)  fmt.Println(string(body))}

import requestsheaders = {    "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc",    "Matter-Version": "2026-06-10",    "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b",}payload = {    "founders": [        {            "stakeholder_id": "example",            "shares": 1        }    ]}resp = requests.post(    "https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/formation_packet",    headers=headers,    json=payload,)resp.raise_for_status()print(resp.json())

import java.net.URI;import java.net.http.HttpClient;import java.net.http.HttpRequest;import java.net.http.HttpResponse;import java.net.http.HttpResponse.BodyHandlers;import java.time.Duration;import java.net.http.HttpRequest.BodyPublishers;var body = BodyPublishers.ofString("""{  "founders": [    {      "stakeholder_id": "string",      "shares": 1    }  ]}""");HttpClient client = HttpClient.newBuilder()  .connectTimeout(Duration.ofSeconds(10))  .build();HttpRequest.Builder requestBuilder = HttpRequest.newBuilder()  .uri(URI.create("https://api.mattermode.com/v1/entities/{id}/formation_packet"))  .header("Content-Type", "application/json")  .POST(body)  .build();try {  HttpResponse<String> response = client.send(requestBuilder.build(), BodyHandlers.ofString());  System.out.println("Status code: " + response.statusCode());  System.out.println("Response body: " + response.body());} catch (Exception e) {  e.printStackTrace();}

using System;using System.Net.Http;using System.Text;var body = new StringContent("""{  "founders": [    {      "stakeholder_id": "string",      "shares": 1    }  ]}""", Encoding.UTF8, "application/json");var client = new HttpClient();var response = await client.PostAsync("https://api.mattermode.com/v1/entities/{id}/formation_packet", body);var responseBody = await response.Content.ReadAsStringAsync();

curl --request POST 'https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/formation_packet' \  --header 'Authorization: Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc' \  --header 'Matter-Version: 2026-06-10' \  --header 'Idempotency-Key: ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b' \  --header 'Content-Type: application/json' \  --data '{  "founders": [    {      "stakeholder_id": "example",      "shares": 1    }  ]}'

const response = await fetch("https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/formation_packet", {  method: "POST",  headers: {    "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc",    "Matter-Version": "2026-06-10",    "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b",    "Content-Type": "application/json",  },  body: JSON.stringify({    "founders": [      {        "stakeholder_id": "example",        "shares": 1      }    ]  }),});if (!response.ok) {  throw new Error(`Matter API ${response.status}: ${await response.text()}`);}const data = await response.json();console.log(data);

Response

application/json

{
  "steps": [
    {
      "operation": "string",
      "depends_on": [
        0
      ],
      "estimated_duration_seconds": 0,
      "cost_estimate": {
        "amount": 50000,
        "currency": "usd"
      },
      "requires_human_signature": false,
      "status": "pending",
      "output_resource_ids": [
        "string"
      ],
      "defaulted_fields": [
        {
          "field": "string",
          "value": null,
          "rationale": "string",
          "rationale_source": "discovery_input",
          "overridable": true,
          "basis": "nvca_standard",
          "citations": [
            "string"
          ]
        }
      ],
      "phase": "formation",
      "gate": {
        "owner": "founder",
        "expected_duration_days": [
          0,
          0
        ],
        "evidence": [
          "string"
        ]
      },
      "deadline": {
        "due": {},
        "hard": true
      },
      "entity_ref": "string",
      "fee_cents": 0
    }
  ],
  "compliance_calendar": [
    {
      "name": "string",
      "due": {},
      "fee_cents": 0,
      "cadence": "one_time",
      "source": "jurisdiction",
      "hard": true,
      "notes": "string",
      "jurisdiction": "string"
    }
  ],
  "jurisdiction_support": {
    "tier": "first_class",
    "notes": "string"
  },
  "recipe": {
    "name": "venture_de_c_corp",
    "basis": "nvca_standard",
    "rationale": "string"
  },
  "plan_version": "string"
}

{
  "request_id": "string",
  "entity": {
    "id": "ent_Nq3KcAbc",
    "object": "entity",
    "status": "draft",
    "type": "c_corp",
    "jurisdiction": "US-DE",
    "legal_name": "Waypoint Systems, Inc.",
    "aliases": [
      "string"
    ],
    "formed_at": 0,
    "dissolved_at": 0,
    "acquired_at": 0,
    "merged_at": 0,
    "sold_at": 0,
    "workspace_id": "string",
    "corporate_transaction_id": "string",
    "principal_address": {
      "line1": "string",
      "line2": "string",
      "city": "string",
      "county": "string",
      "region": "string",
      "postal_code": "string",
      "country": "US"
    },
    "mailing_address": {
      "line1": "string",
      "line2": "string",
      "city": "string",
      "county": "string",
      "region": "string",
      "postal_code": "string",
      "country": "US"
    },
    "registered_agent_id": "string",
    "incorporator_stakeholder_id": "string",
    "tax_profile_id": "string",
    "stakeholder_ids": [
      "string"
    ],
    "cap_table_id": "string",
    "equity_plan_ids": [
      "string"
    ],
    "qualifications": [
      {
        "id": "string",
        "object": "qualification",
        "entity_id": "string",
        "jurisdiction": "US-DE",
        "status": "qualifying",
        "qualified_at": 0,
        "registered_agent_id": "string",
        "compliance_track": {
          "annual_report_due_on": "2019-08-24",
          "franchise_tax_due_on": "2019-08-24"
        },
        "metadata": {
          "customer_id": "cus_7Hpx9WxY",
          "portfolio_tag": "y-combinator-w26"
        },
        "created": 0,
        "updated": 0,
        "livemode": true
      }
    ],
    "compliance": {
      "health": "healthy",
      "next_deadline": 0,
      "open_obligations_count": 0
    },
    "intent_id": "string",
    "incorporator_receipt_id": "string",
    "portfolio_id": "string",
    "governing_documents": {
      "certificate_of_incorporation_id": "string",
      "restated_certificate_of_incorporation_id": "string",
      "bylaws_id": "string",
      "action_of_incorporator_id": "string",
      "secretary_certificate_id": "string",
      "initial_board_consent_id": "string"
    },
    "formation_packet_status": "not_started",
    "external_status": "pending",
    "active_browser_agent_run_id": "string",
    "browser_agent_run": {
      "id": "string",
      "object": "browser_agent_run",
      "entity_id": "string",
      "filing_kind": "formation",
      "submitted": false,
      "state": "pending",
      "perception_mode": "recipe",
      "region": "us_east",
      "computed_fee_usd": 0,
      "observed_fee_usd": 0,
      "proof_bundle_id": "string",
      "content_hash": "string",
      "render_hash": "string",
      "blocker": {
        "reason": "PORTAL_MARKUP_DRIFT",
        "message": "string",
        "resume_token": "string",
        "partial_field_dump": {}
      },
      "stopped_at": 0,
      "created": 0
    },
    "metadata": {
      "customer_id": "cus_7Hpx9WxY",
      "portfolio_tag": "y-combinator-w26"
    },
    "created": 0,
    "updated": 0,
    "livemode": true
  },
  "formation_packet_status": "string",
  "expected_steps": [
    "string"
  ],
  "package_artifacts": {
    "documents": [
      {
        "id": "string",
        "object": "document",
        "entity_id": "string",
        "type": "certificate_of_incorporation",
        "provenance": "matter_generated",
        "status": "draft",
        "execution_status": "draft",
        "lifecycle_class": "agreement",
        "upstream_provenance": null,
        "terminated_at": "2019-08-24",
        "terminated_reason": null,
        "clause_toggles": [
          {
            "clause_id": "string",
            "current_value": null,
            "default_value": null,
            "override_basis": null,
            "set_at": 0,
            "set_by_stakeholder_id": "string"
          }
        ],
        "clause_toggle_changes": [
          {
            "clause_id": "string",
            "previous_value": null,
            "new_value": null,
            "override_basis": null,
            "changed_at": 0,
            "changed_by_stakeholder_id": "string",
            "note": "string"
          }
        ],
        "internal_notes": "string",
        "structured_clauses": [
          {
            "clause_id": "string",
            "value_type": "integer",
            "value": null,
            "source_section": "string",
            "extracted_at": 0
          }
        ],
        "efile_metadata": {
          "rail": "irs_id_me_portal",
          "irs_confirmation_number": "string",
          "confirmed_at": "2019-08-24T14:15:22Z",
          "form_15620_document_id": "string",
          "sub_agent_session_id": "string"
        },
        "attaches_to": "string",
        "attachment_kind": null,
        "related_documents": [
          {
            "document_id": "string",
            "relation_kind": "co_executed_with",
            "note": "string",
            "established_at": "2019-08-24T14:15:22Z"
          }
        ],
        "cover_page_fields": {},
        "equity_promise": {
          "kind": "iso",
          "shares_promised": 0,
          "strike_price_status": "pending_409a",
          "derived_from_valuation_id": "string",
          "fixed_strike_price_usd": 0,
          "vesting_schedule_promised": {
            "total_months": 0,
            "cliff_months": 0,
            "commencement_anchor": "start_date",
            "acceleration": null,
            "expected_grant_date": "2019-08-24"
          },
          "board_approval_status": "pending",
          "realized_grant_id": "string"
        },
        "standard_terms_template_id": "string",
        "template_id": "string",
        "template_version": "string",
        "current_version_id": "string",
        "entity_snapshot": {},
        "payload": {},
        "pdf_url": "http://example.com",
        "sha256": "9f86d081884c7d659a2feaa0c55ad015a3bf4f1b2b0b822cd15d6c15b0f00a08",
        "proof": {
          "algorithm": "Ed25519",
          "value": "string",
          "signing_key_fingerprint": "string"
        },
        "version": 1,
        "parent_document_id": "string",
        "signatures": [
          {
            "stakeholder_id": "string",
            "signed_at": 0,
            "signature_method": "esign",
            "legal_basis": "wet_signature",
            "consent_record": {
              "consent_id": "string",
              "ip": "string",
              "user_agent": "string",
              "accepted_at": 0,
              "esra_disclosure_version": "2026-04-01"
            },
            "agent_authority": {
              "token_id": "string",
              "authorization_id": "string",
              "principal_human_id": "string",
              "agent_id": "string",
              "acknowledgements": [
                {
                  "slug": "not_legal_advice",
                  "version": "2026-04-01",
                  "accepted_by_stakeholder_id": "string",
                  "accepted_at": 0,
                  "ip": "string",
                  "user_agent": "string"
                }
              ],
              "standing_policy_id": "string"
            },
            "intent_text": "string"
          }
        ],
        "envelope_id": "string",
        "sensitivity": "standard",
        "disclaimer": {
          "text": "string",
          "version": "2026-04-01",
          "source": "ueta_matter_v1",
          "marketing_disclosure_url": "http://example.com"
        },
        "metadata": {
          "customer_id": "cus_7Hpx9WxY",
          "portfolio_tag": "y-combinator-w26"
        },
        "created": 0,
        "updated": 0,
        "livemode": true
      }
    ],
    "resolutions": [
      {
        "id": "string",
        "object": "resolution",
        "entity_id": "string",
        "kind": "board_meeting",
        "subject": "Approval of 2026 Equity Plan and initial pool of 2,000,000 shares",
        "resolved_at": 0,
        "variant": "sole_director",
        "signatories": [
          {
            "stakeholder_id": "string",
            "signed_at": 0,
            "role": "string",
            "signing_capacity": "director"
          }
        ],
        "officer_changes": [
          {
            "stakeholder_id": "string",
            "change_kind": "appoint",
            "title": "string",
            "effective_date": "2019-08-24",
            "previous_title": "string"
          }
        ],
        "document_id": "string",
        "authorizes_filings": [
          "string"
        ],
        "authorizes_agreements": [
          "string"
        ],
        "authorizes_grants": [
          "string"
        ],
        "authorizes_share_reservations": [
          "string"
        ],
        "metadata": {
          "customer_id": "cus_7Hpx9WxY",
          "portfolio_tag": "y-combinator-w26"
        },
        "created": 0,
        "updated": 0,
        "livemode": true
      }
    ],
    "routines": [
      {
        "id": "string",
        "obligation_kind": "string",
        "schedule": "string",
        "status": "string",
        "next_run_at": "2019-08-24T14:15:22Z"
      }
    ],
    "ein_application": {
      "request_id": "string",
      "ein_application_status": "submitted",
      "expected_completion_at": "2019-08-24T14:15:22Z"
    },
    "bank_account_application": {
      "provider": "column",
      "bank_account_id": "string",
      "account_number": "string",
      "routing_number": "string",
      "status": "active",
      "kyb_decision": "approved",
      "column_account_id": "string"
    },
    "foreign_qualification": {
      "filing_id": "string",
      "jurisdiction": "string",
      "status": "submitted"
    },
    "equity_plan": {
      "plan_id": "string",
      "authorised_shares": 0,
      "terms_summary": "string"
    },
    "efile_83b_receipt": {
      "irs_confirmation_number": "string",
      "confirmed_at": "2019-08-24T14:15:22Z",
      "form_15620_document_id": "string"
    }
  },
  "routines": [
    {
      "id": "string",
      "obligation_kind": "string",
      "schedule": "string",
      "token_id": "string",
      "status": "active",
      "next_run_at": 0
    }
  ]
}

{
  "type": "https://mattermode.com/docs/errors/invalid_request",
  "title": "Invalid request",
  "status": 400,
  "code": "invalid_request",
  "detail": "Request body could not be parsed as JSON.",
  "doc_url": "https://mattermode.com/docs/guides/errors#invalid_request",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/authentication_required",
  "title": "Authentication required",
  "status": 401,
  "code": "authentication_required",
  "detail": "No bearer token was supplied. Pass `Authorization: Bearer sk_live_...` on every request.",
  "doc_url": "https://mattermode.com/docs/guides/errors#authentication_required",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/scope_denied",
  "title": "Scope denied",
  "status": 403,
  "code": "scope_denied",
  "detail": "Token tok_8FbWcEoP9 has no grant on entity ent_Nq3KcAbc.",
  "doc_url": "https://mattermode.com/docs/guides/errors#scope_denied",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/invalid_state_transition",
  "title": "Invalid state transition",
  "status": 409,
  "code": "invalid_state_transition",
  "detail": "Entity ent_Nq3KcAbc is in state `dissolved`; `dissolve` is not a valid transition.",
  "doc_url": "https://mattermode.com/docs/guides/errors#invalid_state_transition",
  "request_id": "req_Qw9xYz8A",
  "current_state": "dissolved",
  "attempted_transition": "dissolve",
  "allowed_transitions": []
}

{
  "type": "https://mattermode.com/docs/errors/dissolution_prerequisites_missing",
  "title": "Dissolution prerequisites missing",
  "status": 409,
  "code": "dissolution_prerequisites_missing",
  "detail": "Voluntary dissolution requires `board_resolution_id` and `stockholder_consent_id`, or `auto_generate_resolutions: true`.",
  "doc_url": "https://mattermode.com/docs/guides/errors#dissolution_prerequisites_missing",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/valuation_stale",
  "title": "409A valuation stale",
  "status": 409,
  "code": "valuation_stale",
  "detail": "Active 409A val_AbCd1234 is older than 12 months or superseded by a material event. Issuing ISOs at the prior strike risks IRC §409A violation. Refresh via POST /entities/{id}/valuations/{id}/refresh_request.",
  "doc_url": "https://mattermode.com/docs/guides/errors#valuation_stale",
  "request_id": "req_Qw9xYz8A"
}

{
  "type": "https://mattermode.com/docs/errors/rate_limit_exceeded",
  "title": "Rate limit exceeded",
  "status": 429,
  "code": "rate_limit_exceeded",
  "detail": "Request rate exceeded for this key. Retry after `retry_after` seconds or honor the `Retry-After` header.",
  "doc_url": "https://mattermode.com/docs/guides/errors#rate_limit_exceeded",
  "request_id": "req_Qw9xYz8A",
  "retry_after": 30
}

Cascade

Create a formation packet.

200application/json

202application/json

400application/problem+json

401application/problem+json

403application/problem+json

409application/problem+json

429application/problem+json

Create a formation packet.

200application/json

202application/json

400application/problem+json

401application/problem+json

403application/problem+json

409application/problem+json

429application/problem+json

`application/json`

`application/json`

`application/problem+json`

`application/problem+json`

`application/problem+json`

`application/problem+json`

`application/problem+json`

`application/json`

`application/json`

`application/problem+json`

`application/problem+json`

`application/problem+json`

`application/problem+json`

`application/problem+json`