set-up-my-legal-info

name	set-up-my-legal-info
title	Set Up My Legal Info
description	Tell me the basics about your company so I can give you better legal help. I ask a few quick questions about your entity, cap table, contracts in force, templates, and any open risks. You only need to do this once, and I keep it updated as things change.
author	gethouston
author_url	https://github.com/gethouston/houston/tree/main/store/agents/legal/.agents/skills/set-up-my-legal-info
license	MIT
version	0.1.0
execution_mode	open
jurisdiction	general
practice	corporate
language	en

Set Up My Legal Info

This is the foundation document this agent reads before every substantive task. The skill creates or updates it through a short conversation with the user.

When to use

• "set up my legal context" / "draft the legal context doc" / "build shared legal doc".
• "update legal context" / "our cap table changed, fix doc" / "just executed Acme MSA, add to standing agreements".
• Called implicitly by any other skill needing shared context when doc missing - only after confirming with user.

Steps

1. Read config. Load config/entity.json, config/posture.json, config/templates.json, config/profile.json. If any missing, ask ONE missing piece just-in-time using plain language (best-modality hint: connected app > file drop > URL > paste).

2. Read existing doc if present. If legal-context.md exists, read so run is update, not rewrite. Preserve founder-sharpened parts; change only stale or new.

3. Pull cap table + standing agreements if sources connected. If cap-table tool connected (composio search cap-table - Carta / Pulley / other), pull current snapshot (founder stake, option pool, priced round terms), capture source + last update date. Do not invent numbers. If nothing connected, ask founder for one-line snapshot, mark source "self-reported".

4. Ask minimum just-in-time questions. Interview covers only what config didn't answer:

   • Cap table snapshot (if no Carta/Pulley linked) - founder stake, option pool, priced-round terms.
   • Standing agreements in force - customer / vendor / contractor / investor summaries (1 line each, not full text).
   • Open risks - un-filed 83(b)? unsigned CIIAA? expired DPA? undocumented contractor IP? Anything founder knows unresolved.
   • Escalation rules - anything founder wants always escalated (e.g. "always flag > $50K ACV deals").

5. Draft doc (~400-600 words, direct, verb-led). Structure, in order:

   1. Entity - name, state, entity type, formation date, authorized shares, par value, registered agent, incorporated via. Mark TBD for anything missing.
   2. Cap table snapshot - last update date, source (Carta / Pulley / spreadsheet / self-reported), founder stake, option pool, priced-round terms (if any).
   3. Standing agreements - bulleted list by category (customers, vendors, contractors, investors). One line per agreement: counterparty, type, effective date, term / auto-renewal, key obligations. Summary only, not full text.