companies
ChatGPTReturns the Vestd companies linked to the authenticated user via company memberships and shareholder-recipient links. Results include an access_type for each company and are sorted by company name.
Finance
Overview
The Vestd connector gives your AI direct access to your company's equity management data - shareholders, share classes, option grants (EMI, ESOP, CSOP, unapproved, growth shares), stock transfers, valuations, dividends, directors, and statutory filings (SH01s, confirmation statements, resolutions). Instead of navigating the Vestd platform, ask your AI to investigate an issuance, trace a grant's acceptance and signing status, check share authorisation headroom across companies, review governance settings, or summarise ownership structure and dilution - all grounded in your live Vestd data. Built for founders, finance teams, and company secretaries who manage equity on Vestd and want faster, conversational access to the records behind it.
Tools
confirmation-statements
ChatGPTReturns confirmation statements for a specific Vestd company. Each record includes id, dates (period_started_at, reviewed_at, approved_at, sent_at, received_at), status flags (error_sending, filed_by_vestd), and related IDs (approved_by_id, legal_doc_id). Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
current-user
ChatGPTReturns the Vestd user account for the currently authenticated user.
delete-draft-reward
ChatGPTDeletes a draft reward record for a Vestd company. Only rewards with a status of draft can be deleted; granted, live or accepted rewards are rejected. Use the rewards tool first to find a reward ID and check its status.
directors
ChatGPTReturns directors for a specific Vestd company. The records may include previous directors or those who have yet to be appointed. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
distribution
ChatGPTReturns full details for one or more distribution records on the Vestd platform, including each distribution's vesting schedule (ordered tranches with vested/unvested counts), vesting history (individual vest events), exercise history (completed exercises only), and associated legal documents. Supply either distribution_id (integer) to retrieve a single record, or distribution_ids (array of integers, maximum 25) to retrieve multiple records in one call. When distribution_ids is supplied the response contains a data array of distribution objects; IDs that do not belong to the company are silently omitted from the result. Use the distributions tool first to obtain valid distribution IDs.
distributions
ChatGPTReturns distribution records (option grants, conditional shares, etc.) for a specific company on the Vestd platform. Each record includes grant details such as type, status, number of shares, exercise price, key dates, and a vesting summary (next_vesting_date, shares_due_at_next_vest). Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page. Optionally filter by scheme_template_id to scope results to a single scheme, or use vesting_due_before / vesting_due_within_days to find records with tranches due soon. For full details including the complete vesting schedule, vesting history, exercise history, and associated documents, fetch an individual record using the distribution tool.
dividends
ChatGPTReturns dividend records for a specific Vestd company. This may include draft records or records for dividends currently being processed. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
employees
ChatGPTReturns employee records for a specific Vestd company. Employees will be associated with a shareholder record which is used for actions involving shares and options. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
exit-events
ChatGPTReturns exit event records (company sale or exit processes used to settle option holders) for a specific Vestd company. This helps support companies with exit planning including due diligence
fetch-legal-doc
ChatGPTReturns the details of a single legal document by its ID on the Vestd platform, including signing data if the document has been signed through Vestd.
filing-records
ChatGPTReturns filing records for a specific company on the Vestd platform, including nested activity, notes, and attempts. Filing records represent documents or forms that needed to be filed with the registrar or other organisation. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
governance
ChatGPTReturns governance settings for a Vestd company, grouped by category (e.g. share_authorisation, stock_transfer, change_company_name). Each group contains properties with their current values, default values, types (bool/int), locked status, and last confirmation details. Use the formName of a property (e.g. share_authorisation:director_resolution_needed) with the update-governance tool to change a value.
invites
ChatGPTReturns invite records for a specific Vestd company, including the invite date, related record type and ID, and the associated user if the invite has been accepted. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page. This tool is only accessible to Vestd staff.
legal-docs
ChatGPTReturns document records for a specific company on the Vestd platform, including signing data when available. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
login-request-token
ChatGPTReturns debugging details for a Vestd login request token by UUID. For signer-type login requests, the related_id field is a composite value in the format {signer_id}:{legal_doc_id} — where signer_id is the UUID stored on the shareholder/signer record, and legal_doc_id is the integer ID of the legal document being signed. This tool is only accessible to Vestd staff.
notifications
ChatGPTReturns in-app notifications for the authenticated Vestd user. By default this includes only unread, non-dismissed notifications. Set include_read and include_dismissed to true to include read and dismissed notifications. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
resolutions
ChatGPTReturns company resolutions, including linked legal document signing data. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
reward
ChatGPTReturns full details for one or more reward records on the Vestd platform, including each reward's vesting schedule (ordered tranches with vested/unvested counts), vesting history (individual vest events), exercise history (completed exercises only), and associated documents. Supply either reward_id (integer) to retrieve a single record, or reward_ids (array of integers, maximum 25) to retrieve multiple records in one call. When reward_ids is supplied the response contains a data array of reward objects; IDs that do not belong to the company are silently omitted from the result. Use the rewards tool first to obtain valid reward IDs.
reward-templates
ChatGPTReturns reward templates for a company on the Vestd platform. Reward templates are used for EMI and Unapproved option schemes as well as growth share schemes and ordinary share offers. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
rewards
ChatGPTReturns reward records (EMI options, unapproved options, growth shares & share offers) for a specific company on the Vestd platform. Each record includes grant details such as type, status, number of shares, exercise price, key dates, and a vesting summary (next_vesting_date, shares_due_at_next_vest). Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page. Optionally filter by reward_template_id to scope results to a single scheme, or use vesting_due_before / vesting_due_within_days to find records with tranches due soon. For full details including the complete vesting schedule, vesting history, exercise history, and associated documents, fetch an individual record using the reward tool.
search-companies
ChatGPTSearches all companies on the Vestd platform by name, display name, company number or website. Matching is partial, so a similar term will return relevant companies. Returns up to 50 matches sorted by company name. Omit the search term to list companies.
search-reward-templates
ChatGPTReturns reward templates across all companies for the requested type. Supported types: emi, unapproved-option, growth-shares. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page. This tool is only accessible to Vestd staff.
search-scheme-templates
ChatGPTReturns scheme templates across all companies for the requested type. Supported types: esop, csop, phantom, sar, rsa, conditional-share. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page. This tool is only accessible to Vestd staff.
search-sent-emails
ChatGPTSearches sent emails on the Vestd platform. Filter by exact recipient email address, bounced status, or accepted status. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page. This tool is only accessible to Vestd staff.
sent-email
ChatGPTReturns full details for a single sent email by ID. This includes recipient, content, delivery/open/click/spam/bounce status fields, and metadata for support debugging. This tool is only accessible to Vestd staff.
sh01s
ChatGPTReturns SH01 filing records for a Vestd company. An SH01 is the Companies House form used to notify a share allotment. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
share-allotments
ChatGPTReturns share allotment records for a Vestd company. A share allotment represents the formal allotment of a block of shares, associated with an SH01 filing. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
share-authorisations
ChatGPTReturns approval or pool records for a Vestd company. Results include related share class and originating shareholder data, and can be filtered to shares or options. Authorisations represent shares or options a company has permissions or is seeking permission to issue. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
share-certificates
ChatGPTReturns share certificate records for a company on the Vestd platform. This includes draft, signed, issued, and cancelled certificates. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
share-classes
ChatGPTReturns share classes for a Vestd company. The results also include share classes that have been setup but not used yet or classes that no longer have shares associated with them
share-issues
ChatGPTReturns share issue records for a Vestd company. A share issue represents the issuance of shares to an individual shareholder as part of a share allotment. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
share-movements
ChatGPTReturns all share movement records for a company on the Vestd platform, including voided movements. Each record describes a change in share ownership such as an issue, transfer, or cancellation. This only includes real shares; options and other instruments are not included. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
share-schemes
ChatGPTReturns a list of share and option scheme templates for a company on the Vestd platform. This does not include EMI, unapproved, and Growth shares schemes that can be accessed through the reward-templates tool. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
shareholder
ChatGPTReturns full details for one or more shareholder records on the Vestd platform, including their address, shareholdings breakdown, and managing users. Supply either shareholder_id (integer) to retrieve a single record, or shareholder_ids (array of integers, maximum 25) to retrieve multiple records in one call. When shareholder_ids is supplied the response contains a data array of shareholder objects; IDs that do not belong to the company are silently omitted from the result. Use the shareholders tool first to obtain valid shareholder IDs.
shareholders
ChatGPTReturns shareholders for a company managed on the Vestd platform. Each record includes id, name, type (individual/corporate), total_shares, a shareholdings array, and other fields. Each shareholdings entry contains share_class_id (integer, cross-reference with share-classes tool), num_shares (integer), ownership (string: 'full', 'beneficial', or 'legal'), and legal_owner_id (integer or null — present on beneficial entries, references the legal owner shareholder id). Also includes records for future or past shareholders with empty shareholdings arrays. If a shareholder is managed and a user is allowed to see the details, a managing users array will also be present; these ID's can be cross-referenced with the user details tool. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
stock-transfers
ChatGPTReturns stock transfer records for a company on the Vestd platform. Each record describes a transfer of shares between shareholders, including consideration, share class, shareholder details, and associated legal documents. Results are paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
subdivisions
ChatGPTReturns share class subdivision records for a specific Vestd company. Results are ordered by completion date (newest first) and paginated; use the nextCursor value from a response as the cursor argument to retrieve the next page.
subscription
ChatGPTReturns subscription details for a Vestd company, including the subscription display name, product name, active add-ons (each with a name and id), the next invoice date, any scheduled cancellation date, billing email, and billing telephone number.
update-governance
ChatGPTUpdates a single governance property for a Vestd company. Use the governance tool first to retrieve available property formNames and their types. Boolean properties accept true or false; integer properties accept a numeric value. Locked properties cannot be changed.
user-details
ChatGPTReturns the Vestd user account for the given user ID.
valuations
ChatGPTReturns a combined list of valuations and in-progress valuation requests for a company on the Vestd platform. Archived valuation requests are excluded. Use the record_type field to distinguish between valuation and valuation_request records.
Capabilities
Writes
Example Prompts
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Links
App Stats
42
Tools
3
Prompts
ChatGPT
Platforms
Category
Financial ResearchWorks with
ChatGPT
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