MCP server for FundOS — connect Claude Code, Cursor, Codex CLI, and any AI agent to your fund operations.
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.
Related MCP server: BotSpot
Connect Claude Code, Codex CLI, or any MCP client to your live FundOS data.
Claude Code (SSE):
claude mcp add --transport sse fundos https://www.kela.com/mcp/sseCodex CLI (Streamable HTTP):
# 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.
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.
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 |
| Schedule K-1 (Form 1065) | $5/call |
| ODD/DDQ completion | $25/call |
| Document red-flag + entity-map | $3/call |
| European waterfall | Free |
| IRR/MOIC/WAL pricer | Free |
📚 Docs | |
🔑 Stateless API | |
🛠 MCP Tools | |
🔒 Auth | |
🐍 Python example | |
🖥 Cursor setup | |
🌐 API reference | |
💬 Support |
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$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
MIT
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
pip install pyyaml
export GEMINI_API_KEY=AI... # or ANTHROPIC_API_KEY (pip install anthropic)
python benchmarks/ax/runner.pyThis server cannot be installed
Unclaimed servers have limited discoverability.
If you are the server author, to access and configure the admin panel.
Real SEC, 13F, insider, congress & macro data your AI agent can cite. Hosted MCP, 24 tools.
The financial MCP for AI agents - 90+ financial tables, SEC filings, signals, alt-data.
Company and market intelligence, news, enrichment, and agentic workflows for dealmakers.
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