Corply

FIRST TOOL for company-specific work. Returns the privacy-filtered caller/org/company context, lifecycle origin, formation/payment/filing/document/signature state, standard Delaware C-corp configuration, deterministic operating plan, and execution boundaries. Prerequisite: an authenticated active or

Attach an already-existing company without creating a Corply formation. Records name, jurisdiction, entity type, date, and file number as founder assertions—not verified facts—then returns a refreshed get_company_briefing result and requests the charter, bylaws, and cap table/stock ledger when avail

Return the resolved caller identity (user + org). If pendingInvites is non-empty, tell the user and OFFER to join (confirm before redeem_invite). Prerequisite: authenticated active organization access plus every prerequisite stated above. Canonicality: reads current server state and does not manufac

Compatibility read returning the caller's organization and company identities. Prefer get_company_briefing for company-specific work. Prerequisite: authenticated active organization access plus every prerequisite stated above. Canonicality: reads current server state and does not manufacture company

Return the formation status for a company (or its latest formation): founder-facing checklist, the payment block, THIS caller's pendingSignatures + who else is awaitingOthers, postIncorp tasks, webDashboardUrl, and nextStep — trust nextStep over your own inference of what comes next. Prerequisite: a

Create a short-lived, one-time external-browser link for the taxpayer to enter the SSN/ITIN required on their exact signed 83(b) election. Use only after that founder has signed. Never ask for, accept, repeat, or place a TIN in chat. The link is reversible and may be refreshed without additional con

Return the company's live cap table: every holder with their security type, shares, price paid, and computed ownership %, plus total shares issued. Auto-seeded with founder common stock at formation. Prerequisite: authenticated active organization access plus every prerequisite stated above. Canonic

Import a cap table from a Carta/Pulley CSV export (one-way — Corply becomes the system of record). Owner/founder only. Call with confirm:false first to PREVIEW the parsed holders; confirming REPLACES the company's entire existing cap table with the imported set. Prerequisite: authenticated active or

Deep-merge upsert of the structured formation application for a company: incremental saves merge over what's already stored — a partial payload never wipes untouched sections. This reversible intake save needs no confirmation. It refuses changes to a frozen legal packet; use amend_frozen_application

Apply confirmed answer changes to a frozen, pre-submission formation. This supersedes the frozen legal documents and open signature requests, reopens intake, and requires document regeneration and fresh signatures. Use only after the founder explicitly confirms that consequence. Partial data still d

Validate the formation application and return missing fields as dotted paths. Promotes the formation to 'ready' when complete and returns the canonical next step. Prerequisite: authenticated active organization access plus every prerequisite stated above. Canonicality: invokes the shared backend act

Check the formation's saved company name and up to five supplied alternatives through OpenSOSData. Pass the currently saved selectedName exactly and preserve the desired alternative order. Returns every name with available=true, false, or null when only that provider request failed. Previously rejec

Phase-aware immutable generation. Company-name search results are advisory and do not gate this action. Before filing, status 'ready' produces only the filing-stage Certificate of Incorporation. After Delaware acceptance, status 'formed' produces Bylaws, Action of Incorporator, Initial Board Consent

MANDATORY before any signing: prepare (or reuse) the checkout link for the one-time Corply incorporation fee ($600; promo codes accepted at checkout). Show the returned checkoutUrl to the founder in chat as a markdown link — creating the link needs no confirmation; the founder chooses whether to Pay

Wait for the incorporation payment to land. Returns {status: 'paid'|'pending'|'expired'|'unpaid'}. Call it in a LOOP until it returns 'paid' — do not call request_signature, invite_cofounders, or submit_for_formation before then; they refuse with PAYMENT_REQUIRED. 'expired' → run request_payment aga

Requires the incorporation fee to be PAID first (request_payment → await_payment). Phase-aware and idempotent: before Delaware acceptance it prepares signatures only for the filing-stage Certificate of Incorporation; after acceptance it requests signatures for the generated organizational documents

Record one binding ESIGN/UETA consent for the exact server-issued bundle returned by get_status or request_signature. CALLER GATE: only the live signer may call it, after reviewing every listed document and giving one fresh affirmative act. Never reuse prior-session consent or sign for an absent cof

Requires the incorporation fee to be PAID first (request_payment → await_payment). Hand the fully-signed formation to the human filing pipeline, then best-effort notify the organization and email the signed incorporation documents to each founder. Does NOT file with Delaware. Prerequisite: authentic

Persist a durable decision/fact into the organization's context memory. Prerequisite: authenticated active organization access plus every prerequisite stated above. Canonicality: invokes the shared backend action; refresh get_company_briefing after material change. Idempotency: obey the tool-specifi

Search the organization's context memory + Corply reference KB for relevant facts. Prerequisite: authenticated active organization access plus every prerequisite stated above. Canonicality: reads current server state and does not manufacture company facts. Idempotency: safe to repeat. Confirmation b

Invite a cofounder to this organization by email. Call only after the founder explicitly confirms the invitation. This membership invitation is independent of name checks, documents, payment, and signatures. They join from their own connected Corply session by signing in with that email. Prerequisit

Join an organization with an invite join code. Ask the user to confirm first ('Join {company} as a cofounder?') — joining switches your active organization and best-effort emails the other active organization members that their cofounder joined. Prerequisite: authenticated active organization access

Requires the incorporation fee to be PAID first (request_payment → await_payment). Compatibility action that emails each OTHER listed founder's pending review-and-sign link after documents are generated. It never creates or refreshes membership invitations; use invite_member earlier, after explicit

Re-send the signature reminder email to a cofounder who hasn't signed yet. Only when the lead asks. Prerequisite: authenticated active organization access plus every prerequisite stated above. Canonicality: invokes the shared backend action; refresh get_company_briefing after material change. Idempo

Report one of YOUR post-incorporation tasks as done (for example, opening your bank account) with an optional note. Corply's team verifies and completes it — status becomes 'pending review'. Only works for tasks assigned to the founder. Prerequisite: authenticated active organization access plus eve

LEGACY PADDLE SUBSCRIPTION MIGRATION ONLY; for a new Corply-controlled payment portal call get_payment_pipeline_status instead. The calling coding agent must inspect framework, package manager, app/source root, and test/build commands itself before calling—never ask the founder for repository metada

Legacy Paddle path only. After prepare_revenue_launch returns sandbox_build_ready, deterministically generate the integrity-hashed sandbox-only manifest that the agent will commit inside an existing legacy integration. This is a pure draft action: it stores no hosted state, makes zero provider calls

Validate and deterministically add the founder-approved fixed-price SaaS subscription catalog to an integrity-hashed Corply Pay manifest. The agent derives technical product/price/entitlement keys, environment-variable names, and the SaaS category matching the already-approved business model; do not

Generate a reviewable repository patch plan from a valid catalog manifest: the unpublished local @corply/payments alpha package coordinate, exact manifest, environment-variable-name template, structured external Paddle sandbox setup handoff, framework adapter files, and required verification checks.

Inventory caller-reported local/sandbox evidence references against every required Corply Pay control: build/type tests, webhook authenticity/idempotency/out-of-order delivery, subscription lifecycle, deny-by-default entitlements, tenant isolation, return-URL validation, secret scan, and sandbox che

Canonical read for Corply's own payment pipeline: returns non-secret merchant routes, lifecycle counts, gross settled/refunded/paid-out totals, recent payment state, reconciliation state, and exact blockers for one company. It never returns provider credentials, hosted payment tokens, bank/card data

Create or exactly replay one local sandbox merchant-route draft for Corply's own payment pipeline. This reversible backend save accepts only company, route key, USD, and an idempotency key; it cannot accept or store credentials, provider IDs, identity documents, terms acceptance, bank/card data, or

Create or recover the secure hosted Moov sandbox onboarding link for one existing Corply payment route. This makes an idempotent provider call after a durable local claim, pre-fills only the canonical legal business name, and asks the founder to complete identity, ownership, underwriting, pricing di

Read the exact hosted Moov sandbox onboarding invite, required capability statuses, default wallet, and verified payout-bank method for one Corply route, then converge the server-only route connection. It accepts no provider IDs, credentials, identity documents, bank/card data, or terms acceptance f

Read the exact active Moov sandbox wallet balance and compare it with Corply's immutable route-scoped platform-cash postings, then record a hash-bound reconciliation run. It makes provider reads only, exposes no provider account, wallet, credential, bank/card, or customer data, and moves no money. T

After fresh founder confirmation of the exact USD 1.00 Moov sandbox charge, create or replay one server-priced diagnostic order and send its server-configured card-payment source through Corply's durable create-and-authorize pipeline. The tool accepts no provider IDs, card/bank data, customer data,

After fresh founder confirmation of the exact USD 0.01 Moov sandbox payout, send one cent from one exact settled diagnostic payment through Corply's durable payout command to the route's server-resolved verified standard-ACH bank. The tool accepts no amount, currency, provider ID, wallet, bank/card

Open a Corply Bank account for this company — account and routing numbers are issued instantly. Corply Bank is agent-first: everything (transfers, cards, agent wallets, approvals) runs through these tools. Confirm with the founder before opening. Fund the new account with bank_transfer. Prerequisite

Move money by ACH or wire on a Corply Bank account. direction 'in' records an incoming transfer (e.g. an investor wire landing); direction 'out' sends money and requires sufficient balance. State the exact amount, direction, and counterparty to the founder and get fresh confirmation before calling.

FIRST TOOL for banking work: the live Corply Bank snapshot — accounts and balances, issued cards, agent wallets (budget, spent, remaining, status), pending approvals awaiting the founder, and recent transactions. Present it clearly; never state balances from memory. Prerequisite: authenticated activ

Issue a Corply card to an active organization member (founder or cofounder), virtual or physical, with optional monthly and per-transaction limits. Virtual cards return full card details in the result. Confirm holder, kind, and limits with the founder before calling. Prerequisite: authenticated acti

Create an agent wallet: task-scoped spending authority the founder grants to an AI agent, with a hard budget, optional per-transaction cap, category allowlist, and expiry. A virtual card is issued with it that works anywhere cards are accepted, including Corply Payments portals. The wallet policy is

Change an agent wallet: 'topup' adds budget, 'freeze'/'unfreeze' pause and resume spending, 'close' ends it permanently, 'set_caps' changes the per-transaction cap, categories, or expiry. Confirm the exact change with the founder before calling. Prerequisite: authenticated active organization access

Spend from an agent wallet the founder configured. The wallet's budget, per-transaction cap, categories, and expiry ARE the founder's standing authorization — an in-policy spend posts immediately without another confirmation. If the spend falls outside policy the result is APPROVAL_REQUIRED with an

The founder's decision on a wallet spend that exceeded its policy. 'approve' executes the held spend immediately and returns the posted transaction; 'deny' rejects it. Only call after the founder has seen the amount, counterparty, and reason, and explicitly decided in this session. Prerequisite: aut

The Corply Bank monitoring feed: transactions and wallet approval events, newest first, filterable by account or wallet. Use it to show the founder exactly what an agent has been spending and what is waiting on them. Prerequisite: authenticated active organization access plus every prerequisite stat

Create the company's hosted Corply Payments checkout portal and return its public URL. The portal accepts card payments from people AND purchases from AI agents (machine-readable checkout at the returned agentEndpoint) — share the URL with customers as-is. This is the hosted checkout surface, distin

Create a Corply Payments magic link — a shareable URL that collects one payment (or many, with singleUse false). Omit amountCents to let the payer choose the amount. Works for humans on the hosted page and for agents at the returned agentEndpoint. Show the returned url as a markdown link. Each call

Buy something: pay a Corply Payments link with one of this company's agent wallets. Give it the link the seller shared (the /pay/link/ URL, its agentEndpoint, or the bare token) and the walletId — Corply resolves that wallet's own virtual card server-side, so never ask the founder for a card number

Revenue feed for the company's Corply Payments portals: recent charges (newest 100; totals cover that window) (human or agent payer, method, receipt), link statuses, and totals including the share of revenue paid by agents. Read this instead of ever asserting payment activity from memory. Prerequisi

Deterministically resolve and materialize the company's current operating graph. The lifecycle is always running—never report globally done. Treat unknown facts as unknown and ask only returned questions; never infer immigration/work permission or restricted personal facts. Honor evidence, signature

Create or update one durable company-owned subject, including a person, location, product, offering, customer, vendor, contract, equity award, account, or obligation, then freshly resolve the plan. Use a stable externalKey; store decision facts through record_operating_fact, not opaque attributes. N

Owner/operator-only grant or revocation of one person's expiring access to one restricted operating-data class. Use the narrowest subject and class, explain the business purpose, cap access at 90 days, and revoke immediately when the engagement ends. Revocation is retained as an audit tombstone. Pre

Record a typed, versioned company or subject fact and freshly resolve the plan. High-impact facts become canonical only with the registry's required confirmation/evidence. Never infer immigration status, work authorization, tax/legal conclusions, or other restricted facts; record explicit evidence o

Atomically stage or promote one event occurrence's stable ID and mutable anchor fact. Use this for every fact named by an event rule; scalar writes are rejected to prevent mixed IDs/deadlines. If evidence is required, the first call returns candidate fact IDs. Bind evidence to each evidence-gated ca

Store exact caller-supplied evidence bytes in the active company's private canonical evidence prefix and return the server-computed SHA-256 needed by record_operating_evidence. Use only when the client has supplied the actual base64 file bytes; never invent bytes from a description. Browser/desktop

Record a company-owned evidence artifact, then freshly resolve the plan. Evidence is not task completion by itself; attach its id when transitioning a work item. For new files, call upload_operating_evidence (or the authenticated multipart upload endpoint) and use its server-returned filePath/fileHa

Submit one founder-provided document for an evidence-confirmed operating fact. This stages the exact typed assertion, binds the server-verified immutable artifact, and creates a durable operator-review claim. Submission never makes the fact canonical and the resolver will continue to ask for it unti

Record evidence that the company completed one exact materialized work occurrence outside Corply. The command pins rule/version/subject/occurrence, requires a durable idempotency key and explicit attestation, and routes the immutable claim to automatic, operator, or professional review. This tool ne

Transition one materialized work occurrence by workItemId, then freshly resolve the company plan. Completion is rejected until attached company evidence covers every requirement and required human/professional boundaries. Legal, tax, regulatory, provider, and contractual requirements cannot be waive