← All toolsFinance & Analysisfinancial_toolsAll editions

CREATE_CAP_TABLE

Creates a capitalization table showing ownership structure, fully diluted shares, and option pool. Outputs .xlsx.

Parameters

NameTypeRequiredDescription
output_pathstringyesOutput .xlsx path
company_namestringyesCompany name
shareholdersarrayyesArray of shareholders: [{name, shares, share_type, price_per_share, notes}]
option_poolinteger—Total option pool shares (default 0)
valuationnumber—Current company valuation (optional)

How to use it

You normally trigger this by describing what you want in chat — the agent selects CREATE_CAP_TABLE 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_CAP_TABLE",
  "args": {
    "output_path": "/Users/me/Documents/file.txt",
    "company_name": "…",
    "shareholders": []
  },
  "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_CAP_TABLE","args":{"output_path":"/Users/me/Documents/file.txt","company_name":"…","shareholders":[]}}'

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