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Funding rounds, exec moves, UCC liens and Form 5500 plans. 7 tools need no API key.

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Status
Healthy
Uptime
100.0% over the last 24 hours
Last Tested
Transport
Streamable HTTP · MCP 2025-06-18
URL
Repository
Fund-z/fundzwatch-mcp
GitHub Stars
3
Server Listing
FundzWatch MCP Server
ChatGPT
–
Claude
–

TDQS

A4.2/5.0

Scored across 7 tools

Disambiguation4/5

Each tool targets a distinct data product (benefit plans, brokers, funded+hiring, lenders, money-in-motion, refinancing windows, stacked borrowers). Some overlap exists between lender-related tools (get_lender_directory, get_refinancing_windows, get_stacked_borrowers) but their purposes are clearly differentiated by descriptions.

Naming Consistency4/5

All tools follow a consistent get_ prefix with descriptive noun phrases (e.g., get_benefit_plans_in_play, get_refinancing_windows). Minor inconsistency: some names use 'in_play' and 'in_motion' idioms, but the pattern is predictable and readable.

Tool Count5/5

Seven tools is well-scoped for a data-as-a-service server covering funding, benefits, and lending signals. Each tool represents a distinct lead-generation dataset, and the count feels appropriate without being overwhelming.

Completeness4/5

The domain is lead-generation data products for financial services. The set covers funding events, hiring signals, benefits plans, broker/lender directories, and refinancing triggers. Minor gaps: no tool for company-level detail lookup or filtering by industry/geography, but the core surface is coherent.

Available Tools

7 tools
get_benefit_plans_in_playBenefit Plans in PlayA
Read-onlyIdempotent
Inspect

Recently funded companies (≤24 months) with a DOL Form 5500 benefit-plan filing on record: plan renewal timing, participant count vs current headcount ('outgrowing their plan'), and the incumbent insurance carrier from Schedule A. For benefits brokers, retirement-plan advisors, PEOs, HR-tech sellers. No API key required.

Inputs: q, state.

get_broker_directoryBroker DirectoryA
Read-onlyIdempotent
Inspect

Who broker-of-records whom: directory of 58,000+ benefits brokers from DOL Form 5500 Schedule A Part 1, ranked by filings carried, with sponsor counts and commission volume per broker. For carriers, broker M&A, benefits-tech sellers, and brokers scouting competitors. No API key required.

Inputs: q, page, state.

get_funded_and_hiringFunded & Hiring NowA
Read-onlyIdempotent
Inspect

Companies with a verified funding round in the last 12 months AND live hiring evidence (open ATS roles, executive hires, hiring signals) — the strongest buying window, score-ranked and refreshed daily. No API key required.

Inputs: q, state.

get_lender_directoryLender DirectoryA
Read-onlyIdempotent
Inspect

Who finances whom: directory of 11,800+ UCC secured parties (lenders) ranked by filing volume, with active-lien counts and lapsing-soon exposure per lender. California + Colorado coverage (CO refreshed daily). No API key required.

Inputs: q, page.

get_money_in_motionMoney in MotionA
Read-onlyIdempotent
Inspect

Companies with an executive-move announcement in the last 180 days AND a verified funding round in the last 24 months — the wealth advisor's 'money in motion' moment: a new comp package (often equity), an old 401(k) to roll over, benefits about to be re-evaluated. Score-ranked, refreshed daily. For RIAs, wealth managers, retirement-plan advisors, executive-benefits sellers. No API key required.

Inputs: q, state.

get_refinancing_windowsRenewal Radar (UCC refinancing windows)A
Read-onlyIdempotent
Inspect

Companies whose active UCC-1 liens lapse within 12 months (Renewal Radar). UCC liens expire after 5 years — the incumbent lender must re-file or lose priority, so each approaching lapse is a refinancing window with a date on it. For lenders, MCA/ISO, and equipment finance. California + Colorado coverage (CO refreshed daily). No API key required.

Inputs: q, state.

get_stacked_borrowersStacked BorrowersA
Read-onlyIdempotent
Inspect

Companies with active secured debt (UCC-1) from 2+ distinct lenders and a filing in the last 24 months — proven appetite for layered financing; second-position and refi/consolidation targets. California + Colorado coverage (CO refreshed daily). No API key required.

Inputs: q, state.

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