fundos-mcp

fundos-mcp

AI-native MCP server for fund managers — deal pipeline, LP management, covenant monitoring, VDR document intelligence, fund accounting (K-1, waterfall, audit packs), and HF ops (DTCC CTM, OMS, FIX). 47 tools.

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README

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):

claude mcp add --transport sse fundos https://www.kela.com/mcp/sse

Codex 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.

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.

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
🔑 Stateless API docs/stateless-api.md
🛠 MCP Tools docs/mcp-tools.md
🔒 Auth docs/authentication.md
🐍 Python example examples/python-client.py
🖥 Cursor setup 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

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