MCP · Tools
Manage tools
MCP tools for operating a live entity. The bulk of the catalog.
Last updated
This page is the Manage lifecycle filter over the full tool catalog — the tools tagged x-matter-lifecycle.primary: manage, grouped by resource. Lifecycle is a tag, not the catalog's structure.
Every operation performed on an active (or suspended) entity — cap-table maintenance, ongoing filings, governance resolutions, compliance dashboards, audit, authorizations, and two composite governance workflows.
Entities
| Tool | Tier | Notes |
|---|---|---|
matter_qualify_entity | 3 | Foreign qualification. |
matter_convert_entity | 3 | LLC ↔ C-Corp. Preview. |
matter_reinstate_entity | 3 | From suspended back to active. |
matter_retrieve_registered_agent | 1 | |
matter_change_registered_agent | 3 | Generates a filing. |
matter_retrieve_tax_profile | 1 |
Equity
| Tool | Tier | Notes |
|---|---|---|
matter_retrieve_cap_table | 1 | Point-in-time view. |
matter_model_cap_table | 2 | Pro-forma projection, no mutation. |
matter_list_share_classes | 1 | |
matter_record_ledger_entry | 3 | Polymorphic — issuance / transfer / cancellation / repurchase. |
matter_create_grant | 3 | ISO, NSO, RSU, RSA. |
matter_create_valuation | 3 | 409A. |
matter_amend_equity_plan | 3 | Pool-size increase, term extension, etc. |
Filings
Single polymorphic endpoint. type discriminates the payload; the generator emits
per-type MCP tool entries backed by the same canonical matter_create_filing call.
| Tool | Tier | Notes |
|---|---|---|
matter_create_filing | 3 | Canonical; pass type + payload. |
matter_retrieve_filing | 1 | |
matter_list_filings | 1 | |
matter_cancel_filing | 3 | Within type-specific window. |
Supported type values for direct submission: annual_report, franchise_tax,
final_franchise_tax, boi_report, boi_update, boi_closure, form_966,
form_1120, form_1120w, form_d, blue_sky_notice, stock_split,
certificate_of_amendment, custom.
Documents
| Tool | Tier | Notes |
|---|---|---|
matter_list_documents | 1 | |
matter_retrieve_document | 1 | JSON or PDF via format. |
matter_void_document | 3 |
Resolutions & minute book
| Tool | Tier | Notes |
|---|---|---|
matter_create_resolution | 3 | Board meeting or written consent. |
matter_retrieve_minute_book | 1 | Chronological projection (DGCL §220 equivalent). |
Compliance
| Tool | Tier | Notes |
|---|---|---|
matter_retrieve_compliance | 1 | Per-entity dashboard. |
matter_list_compliance_deadlines | 1 | Account-wide. |
Audit
| Tool | Tier | Notes |
|---|---|---|
matter_retrieve_audit | 1 | Per-entity audit log. |
Authorizations
| Tool | Tier | Notes |
|---|---|---|
matter_retrieve_authorization | 1 | Poll a pending human-signature. |
matter_approve_authorization | 3 | Human-signature path. |
matter_deny_authorization | 3 |
Portfolios
| Tool | Tier | Notes |
|---|---|---|
matter_retrieve_portfolio_compliance | 1 | Roll-up. |
Workflows
Only two composite workflows remain — the ones that orchestrate across multiple resources or jurisdictions.
| Tool | Tier | Notes |
|---|---|---|
matter_file_all_due | 4 | Autonomous; cross-jurisdiction compliance sweep. |
matter_issue_priced_round | 3 | Priced-round close — charter amendment + full document pack + Form D + ledger updates. |