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CREATE_BUY_SELL_AGREEMENT

Generates a buy/sell agreement template as a .docx file with standard clauses: triggering events, valuation method, payment terms, insurance, dispute resolution.

Parameters

NameTypeRequiredDescription
output_pathstringyesOutput .docx path
company_namestringyesCompany name
ownersarrayyes[{name, ownership_pct, shares}]
valuation_methodstring—Valuation method: 'agreed_value', 'formula', 'appraisal', 'book_value'
agreed_valuenumber—Company valuation (if agreed_value method)
payment_termsstring—Payment terms description
effective_datestring—Agreement effective date

How to use it

You normally trigger this by describing what you want in chat — the agent selects CREATE_BUY_SELL_AGREEMENT automatically. For example:

Try saying
“create a financial tools document”

In a workflow

As a step in a multi-step workflow DAG:

json
{
  "id": "s1",
  "agent": "financial_tools",
  "action": "CREATE_BUY_SELL_AGREEMENT",
  "args": {
    "output_path": "/Users/me/Documents/file.txt",
    "company_name": "…",
    "owners": []
  },
  "depends_on": [],
  "outputs": []
}

Direct call

For scripting, call it directly via POST /execute_tool. Every tool returns { success, message, data }.

bash
curl -X POST http://127.0.0.1:8000/execute_tool \
  -H "Content-Type: application/json" \
  -d '{"tool_name":"CREATE_BUY_SELL_AGREEMENT","args":{"output_path":"/Users/me/Documents/file.txt","company_name":"…","owners":[]}}'

Part of the financial_tools plugin. Browse the full Plugin & Tool Catalog or the relevant feature guide.