fundos-mcp
by 8vdx1
README.md
# fundos-mcp
MCP server for FundOS — connect Claude Code, Cursor, Codex CLI, and any AI agent to your fund operations.
## What is FundOS?
FundOS is an AI-native operating system for fund managers — private equity, private credit, hedge funds, and venture capital. It replaces disconnected tools (Allvue, Juniper Square, Datasite, Salesforce) with a unified agentic platform across the full fund lifecycle.
## Two ways to integrate
### Option A — MCP server (full FundOS account)
Connect Claude Code, Codex CLI, or any MCP client to your live FundOS data.
**Claude Code (SSE):**
```bash
claude mcp add --transport sse fundos https://www.kela.com/mcp/sse
```
**Codex CLI (Streamable HTTP):**
```bash
# Step 1 — add the MCP server
codex mcp add fundos --url https://www.kela.com/mcp \
--bearer-token-env-var FUNDOS_API_KEY
# Step 2 — get a vdr_ key at https://kela.com/admin/api-keys
# Add to ~/.zshenv (not ~/.zshrc — Codex uses non-interactive shells)
export FUNDOS_API_KEY=vdr_your_key_here
# Step 3 — run (--sandbox danger-full-access is required for MCP tool calls)
codex exec --skip-git-repo-check \
--sandbox danger-full-access \
"Use the fundos MCP server to check my deals"
```
Codex CLI uses Bearer API key auth. Claude Code uses OAuth 2.0 PKCE — it opens a browser window on first use.
47 tools across: deal rooms, deal CRM, LP CRM, risk, pricer, CFO, OMS, syndication, HF Ops (DTCC), compliance, and more.
### Option C — QM skill pack (YC's agent harness)
[QM](https://github.com/yc-software/qm) is Y Combinator's open-source multiplayer agent
harness. It **cannot use the MCP server above** — QM uses MCP as its own internal
in-process tool transport and seals it against external servers, so pointing it at
`/mcp` does nothing.
Instead, FundOS ships a seven-skill pack for QM that calls the REST API:
[`integrations/qm/`](./integrations/qm). Skills cover capital calls, distribution
waterfalls, NAV and fund metrics, LP communications, covenant monitoring, and the data
room. Credentials go through QM's credential broker, so the agent never holds the key.
### Option B — Stateless Document API (no FundOS account required)
Law firms, fund admins, LPs, and placement agents can generate K-1s, ODD/DDQs, and document analyses without creating a FundOS account or loading any fund data.
**Get a `doc_` key at https://kela.com/developers/register** — email + password, key appears immediately. First 30 days free.
```bash
curl -X POST https://kela.com/api/v1/documents/k1 \
-H "Authorization: Bearer doc_your_key" \
-H "Content-Type: application/json" \
-d '{
"fund_name": "Eight Capital Fund II",
"tax_year": 2025,
"partner_name": "Aksia LP",
"lp_share_pct": 0.15,
"box_1_ordinary_income": 45000,
"box_9a_lt_gain": 105000
}'
# → { "html": "<!DOCTYPE html>...", "filename": "k1_2025_aksia_lp.html",
# "charged_usd": 5.00 }
```
Five endpoints — no account needed:
| Endpoint | Purpose | Price |
|---|---|---|
| `POST /api/v1/documents/k1` | Schedule K-1 (Form 1065) | $5/call |
| `POST /api/v1/documents/odd` | ODD/DDQ completion | $25/call |
| `POST /api/v1/documents/analyze` | Document red-flag + entity-map | $3/call |
| `POST /api/v1/documents/waterfall` | European waterfall | Free |
| `POST /api/v1/documents/pricer` | IRR/MOIC/WAL pricer | Free |
## Quick links
| | |
|---|---|
| 📚 Docs | [docs/quickstart.md](docs/quickstart.md) |
| 🔑 Stateless API | [docs/stateless-api.md](docs/stateless-api.md) |
| 🛠 MCP Tools | [docs/mcp-tools.md](docs/mcp-tools.md) |
| 🔒 Auth | [docs/authentication.md](docs/authentication.md) |
| 🐍 Python example | [examples/python-client.py](examples/python-client.py) |
| 🖥 Cursor setup | [examples/cursor-setup.md](examples/cursor-setup.md) |
| 🌐 API reference | https://kela.com/api/docs |
| 💬 Support | support@kela.com |
## Discovery files
```
https://kela.com/CLAUDE.md — canonical agent guide
https://kela.com/llms.txt — short FundOS overview for LLMs
https://kela.com/llms-full.txt — full developer + integration reference
https://kela.com/.well-known/mcp.json — MCP server discovery
https://kela.com/.well-known/oauth-authorization-server
https://kela.com/.well-known/oauth-protected-resource
```
## Pricing (MCP / full account)
- $299/paying-seat/month includes 6,000 credits
- 1 credit = $0.01 — same for humans and agents
- Tool tiers: read\_fast 1cr → ai\_heavy 50cr
- Outcome fees (waived during 30-day trial): K-1 $50, ODD $150, CIM $250, audit pack $100
## License
MIT
## AX Benchmark
`benchmarks/ax/` contains the open-source FundOS Agent Experience benchmark —
20 fund-ops tasks run under two conditions (curated FundOS docs vs a raw API
reference) and scored on correct tool choice, hallucinated endpoints, and
human-approval gate coverage. Live results: https://kela.com/ax
```bash
pip install pyyaml
export GEMINI_API_KEY=AI... # or ANTHROPIC_API_KEY (pip install anthropic)
python benchmarks/ax/runner.py
```
This server cannot be deployed
Maintenance
ActivitySlowing
ResponsivenessNo issues