bots.st/lovie-company-formation
Lovie Company Formation
Company setup, banking and card ops
2101 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 200
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://mcp.lovie.co/mcp/mcp - npm
npx -y lovieReleased 16 Jun 2026, version 1.0.10
What it can do
| Tool | What it says it does |
|---|---|
account_freeze_account | Suspends a Lovie account: it keeps its balance and stays open at the bank, but Lovie refuses to send money from it FROM NOW ON. It does not recall payments already on their way, and it does not close the account - say both of those before you call this. Set account_id to the id of the account to… |
account_get_account | GetAccount retrieves a single account by ID with its details |
account_get_list_account_details | GetListAccountDetails retrieves account details in batch (eliminates N+1 GetAccount calls) |
account_unfreeze_account | Lifts a freeze and returns the account to active. ONLY a frozen account can be unfrozen: an account that is dormant or restricted is rejected, and this is not the route back from those states - report the state the account is actually in instead of calling this. A closed account can never be… |
account_update_account_display_name | Renames a Lovie account for display; the rename is also applied at the bank that holds the account, so an error can mean the bank refused it and the name is unchanged. A linked account is refused. Set account_id to the id of the account to rename - get it from list_accounts, never from the… |
accounting_get_accounting_settings | GetAccountingSettings returns the company's fiscal-year start and where it comes from: a person's setting, the EIN filing's closing month, or January. Read-only. |
accounting_get_aging_report | Accounts receivable or accounts payable aging: the open balances per customer or supplier, split into not yet due, 1-30, 31-60, 61-90 and over 90 days past due, with totals. Reads the items open now; as_of_date only decides how overdue each one counts as. Items whose source sent no due date are… |
accounting_get_balance_sheet | GetBalanceSheet returns assets, liabilities, and equity balances as of a date; equity includes net income to date, so the sheet always balances. Read-only. |
accounting_get_cash_flow_statement | GetCashFlowStatement returns the statement of cash flows for a period: net income, then operating, investing and financing activity, reconciled to the change in bank and cash balances. Read-only. |
accounting_get_chart_of_accounts | GetChartOfAccounts returns the company's chart of accounts (flat list with parent links; build the tree client-side). Read-only. |
accounting_get_close_target | GetCloseTarget names the window the next close has to cover: a reopened period first, else the month after the books are closed through, else the month of the first entry. The same rules ClosePeriod enforces. Read-only. |
accounting_get_funding_summaries | Per bank account and card, the balance the books show and how many posted entries came through it. Compare with the bank's own balance from account tools; a difference is what reconciliation resolves. Read-only. |
accounting_get_general_ledger | GetGeneralLedger pages through one account's posted lines with opening, running, and closing balances — the account register. Read-only. |
accounting_get_gl_account_type_catalog | GetGLAccountTypeCatalog returns every account type with the detail types it admits and the classification it implies — what the New account panel needs to populate its two dependent selects without duplicating the pairing rules. Static per release; safe to cache. Read-only. |
accounting_get_journal_entry_by_transaction | GetJournalEntryByTransaction returns the journal entry derived for one transaction (empty when none exists yet). Read-only. |
accounting_get_list_journal_entries | GetListJournalEntries pages through the journal register with filters — the review queue is filter{needs_review: true}. Read-only. |
accounting_get_list_periods | GetListPeriods pages through a company's periods, newest first. Read-only. |
accounting_get_list_review_items | List bank transactions awaiting bookkeeping review. Tabs: PENDING (nobody has reviewed the booking as it stands, whether the engine, a rule or a person made it), REVIEWED (a person marked it reviewed and it has not changed since; a trusted rule posting it on its own is not a review), EXCLUDED… |
accounting_get_list_schedules | GetListSchedules pages through a company's schedules. Read-only. |
accounting_get_list_statements | List the bank statements imported for reconciliation, newest period first, with how many of each statement's lines are still unmatched. Read-only. |
accounting_get_period | GetPeriod returns one closed period by id. Read-only. |
accounting_get_profit_and_loss | GetProfitAndLoss returns the income statement for a period: revenue and expense accounts with activity, totals, and net income. Read-only. |
accounting_get_report_series | GetReportSeries returns one P&L, balance sheet or cash flow statement per month, quarter or year of a range, in one call: the same figures the single-period RPCs give for each period. Read-only. |
accounting_get_review_counts | Count bank transactions per bookkeeping review tab (pending, reviewed, excluded) without fetching rows. Use to report how much review work is outstanding. |
accounting_get_schedule | GetSchedule returns one schedule with its postings. Read-only. |
accounting_get_similar_review_items | After booking one transaction, find the other pending transactions from the same counterparty in the same cash direction (money out vs money in), so the same correction can be applied to all of them. Returns up to 500 transaction ids, newest first, plus total_count, which counts every match and… |
accounting_get_statement | One statement with its lines and their matches. Read-only. |
accounting_get_trial_balance | GetTrialBalance returns every account's debit and credit totals for a period; total debits equal total credits when the books balance. Read-only. |
accounting_list_accounting_audit_events | ListAccountingAuditEvents pages through the append-only accounting audit log — who changed what and when across journal entries and the chart of accounts, newest first. Filter by entity_id for one record's history. Read-only. |
accounting_preview_close | PreviewClose computes the per-currency revenue/expense totals and the net income a close would roll, without writing anything, and reports what still blocks the close along with what closing carries with it. The blockers come from the function ClosePeriod refuses on, so a clean preview means the… |
accounting_preview_schedule | PreviewSchedule computes the straight-line per-period split for the given amount and period count without persisting anything. Read-only. |
accounting_propose_schedules | Scan a company's recent posted transactions and suggest accrual schedules (e.g. amortize a large annual prepaid over 12 months). Returns proposals only — nothing is created until a person creates the schedule in the app. Each proposal carries the suggested kind, total amount, start date, period… |
accounting_suggest_statement_matches | Rank ledger transactions against a statement's unmatched lines. Amount must match exactly; date proximity and description then rank the candidates. Writes nothing — a person applies a match on the reconcile screen. |
accounting_suggest_transfer_pairs | Rank the journal entries that could be the other half of a transfer between the company's own accounts: opposite direction, same amount, different instrument, dated within a few days. Writes nothing — a person confirms a pair in the app. |
ads_insight_summarize_ad_spend | SummarizeAdSpend unions the four ad platforms' daily campaign tables at read time into per-(provider, month, currency) spend/impressions/clicks/ conversions plus a per-currency CPA. Read-time only — no new storage. |
ads_insight_summarize_campaign_window | SummarizeCampaignWindow summarises one charge against the campaigns in its billing window. Results are cached per company + account + window + charge, so repeated panel opens do not re-run the agent. |
agent_prepare_secure_action | Proposes a native Mac secure action sheet or confirmation card when the chat context advertises native secure action support. Pass only the exact action kind and IDs from record reads. No secret, visa number, tax identifier, transfer code, approval session ID, or arbitrary arguments are accepted… |
approval_session_create_approval_session | Opens a sensitive-action approval on the user's own trusted device: a push notification asks them to approve on their phone. Use before tools that demand an approval (the domain auth-code reveal, the trademark firm handoff, the ITIN submit): create the session with the exact action_type and… |
approval_session_get_approval_session_status | Read the status of a trusted-device approval session: PENDING, APPROVED, REJECTED or EXPIRED. For a transfer, call this with the approval_session_id from request_transfer_approval once the user says they have answered on their phone, and call commit_transfer only when it returns APPROVED. Poll… |
autonomous_pay | Submit a signed payment mandate for autonomous execution. Runs the four-check pipeline and the per-agent autonomy fence; payments outside the agent's envelope are gated to human approval. |
banking_confirm_extracted_value | ConfirmExtractedValue records that a human checked a read value. Without it a low-confidence extraction holds its section open forever and the application can never be submitted. |
banking_confirm_initial_transfer | Records the opening deposit a founder chose for their banking application. This stores an intention only — it does not move money, and no funds are transferred by any part of Lovie today. Never tell the user their deposit has been sent. |
banking_extract_document_fields | Reads an uploaded document on a banking application — a Certificate of Incorporation or an IRS EIN letter — and fills in the values it states, each marked with where it came from and how confident the read was. It never sets the industry classification: no document states it. |
banking_get_banking_application | GetBankingApplication returns the whole application: the business facts, the beneficial owners, the uploaded documents, what each value's source was, and the sections still outstanding. It is the one read for answering "where is my application, and what is left?". It carries only the last four… |
banking_get_initial_transfer_preview | Returns the suggested opening deposit for a banking application and the reason for that figure. Read-only: it moves no money and records nothing. |
banking_get_issuance_state | GetIssuanceState reports where this application's deposit account stands: whether it is queued, being opened, open, or could not be opened, and the last four digits once there are any. It exists as its own state so that an approved application is never mistaken for an open account. Approval is… |
banking_hydrate_from_cap_table | HydrateFromCapTable carries the company's carriable stakeholders onto an open application as beneficial owners. Idempotent: the stakeholder link identifies them, so running twice updates rather than duplicates, and an owner the applicant corrected keeps their correction. |
banking_hydrate_from_equity_intake | HydrateFromEquityIntake carries the company facts the intake already holds onto an open application. Idempotent, and it never overwrites a value the applicant supplied. |
banking_hydrate_from_formation | HydrateFromFormation is idempotent: it writes values and their provenance in one transaction and never overwrites something the applicant supplied. |
banking_preview_cap_table_hydration | PreviewCapTableHydration says which of the company's cap-table stakeholders could be carried over as beneficial owners, without writing. Read-only, and unavailable rather than an error when there is nothing to carry. |
banking_preview_equity_intake_hydration | PreviewEquityIntakeHydration says what the company's proof-of-company intake would carry onto an application, without writing. Read-only, and unavailable rather than an error when there is no intake to read. It also reports whether the business was incorporated outside the US, which is the one… |
banking_preview_formation_hydration | PreviewFormationHydration says what a formation would carry over, without writing. Read-only so the entry picker can offer the warm path only when it is genuinely available. |
banking_refresh_application_provider_status | RefreshApplicationProviderStatus re-reads the provider's verification verdict for a submitted application and moves it on when the verdict has settled. Pull, not push, for the reason RefreshOwnerVerification is: a webhook nobody received leaves an applicant waiting on a state change that already… |
banking_refresh_owner_verification | Re-reads the identity-verification outcome for one beneficial owner on a banking application and records it. Idempotent. Does not start a verification and does not carry any of that person's personal data. |
banking_set_application_ein | Files a company's employer identification number against a banking application. Nine digits, no separators. The whole number goes to the secret store and only its last four are recorded; the response returns nothing, and no tool reads the number back. A company that has applied for an EIN but not… |
banking_set_owner_identity_document_number | Files the number on a beneficial owner's passport or US driver's license against a banking application, for an owner who has no SSN or ITIN. Record the document first (kind, issuing country, expiry, and the issuing state for a license) on the owner. The number goes to the secret store; only its… |
banking_set_owner_tax_identifier | Files one beneficial owner's Social Security Number or ITIN against a banking application. The whole number goes to the secret store and only its last four digits are recorded, which is all the response returns. Ask the person which of the two they hold and pass it as kind: an ITIN starts with 9… |
banking_start_banking_application | StartBankingApplication opens a business account application for a company. A company may have only one undecided application at a time; starting a second is refused rather than splitting the answers across two records. The path says where the answers will come from — WARM_FORMATION when the… |
banking_submit_banking_application | SubmitBankingApplication freezes the application. It returns the blocking sections rather than a bare failure, so "submit is disabled" always comes with what is missing. Stays exposed — filling in and submitting an application is what an agent is for here — but marked destructive and… |
banking_suggest_industry_code | Suggest NAICS industry classification codes from a plain-language description of what a business does. Returns each candidate code with its official title and the words that matched, best match first. Returns nothing when the description is too short or the business is outside the covered set —… |
And 140 more tools.
In its maker's words
Form companies, manage bank accounts, cards, invoices and more — directly from your AI coding tools.
- Source
- github.com/lovieco/lovie-company-formation-mcp-npx
- Publisher
- lovie.co
- Listed from
- the official MCP Registry as
co.lovie/company-formation - Version
- 1.0.10, updated 16 Jun 2026
- Kinds of work
- Finance and markets, Shops and payments, Documents and files
The domain it lives on
- lovie.co
- registered 11 Apr 2025 (1 year ago), at GoDaddy.com, LLC, its home page is a working site
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 2101 ms | |
| Answered | 2027 ms | |
| Answered | 317 ms |
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