// SCAN REPORT

Fundos

57 tools. 14 can modify or destroy data without limits.

1 destructive tool with no built-in limits. Policy required.

Last updated:

14 can modify or destroy data
43 read-only
57 tools total

Community server · catalogue entry checked 30/06/2026

How to control Fundos ↓

TOOL MAP

What Fundos exposes to your agents

Read (43) Write / Execute (13) Destructive / Financial (1)

Running more than one server? Check your whole stack →

MOST DANGEROUS TOOLS
Critical Risk

The most dangerous Fundos tools

Financial · Critical fundos_create_capital_call A capital call is a legally binding financial obligation that compels limited partners to transfer funds. Execute · Critical fundos_call_tool This tool is a generic execution gateway that allows invoking arbitrary FundOS tools at runtime based on caller-supplied tool names and arguments. Execute · High fundos_run_pricer This tool executes a computational operation ('run_pricer') on financial assets, which can affect fund valuations, performance metrics, and downstream decisions. Execute · High oms_create_order Submitting an order through an OMS triggers an external financial operation (placing a trade order) whose effects depend on the arguments (ticker, quantity, side, etc.).

14 of Fundos's 57 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

POLICY

How to control Fundos

PolicyLayer is an MCP gateway — it sits between your AI agents and Fundos, and nothing reaches the server without passing your rules. These are the rules we recommend:

Block financial tools by default
{
  "fundos_create_capital_call": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Requires human approval."
      }
    ]
  }
}

Financial tools should be explicitly enabled per use case, not open by default.

Rate limit write operations
{
  "add_room_member": {
    "limits": [
      {
        "counter": "add_room_member_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations
{
  "fetch": {
    "limits": [
      {
        "counter": "fetch_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register Fundos — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON FUNDOS →

Instant setup, no code required.

FULL CATALOGUE

All 57 Fundos tools

FINANCIAL 1 tools
Financial fundos_create_capital_call Use this to create a capital call against an LP commitment when funding an investment or paying expenses. HUMA
EXECUTE 5 tools
Execute fundos_call_tool Use this to invoke any FundOS @tool by name when its inputs are known. The args object is Execute fundos_compute_waterfall Use this to compute LP/GP splits at exit using the European waterfall when modelling a distribution or final p Execute fundos_run_pricer Use this to score an asset Execute oms_check_pretrade Use this to validate a proposed order against the org Execute oms_create_order Use this to submit a new equity order through the OMS when
WRITE 8 tools
Write add_room_member Use this to add a user to a deal room when onboarding a new collaborator or LP. Role is Write answer_qa_question Use this to publish an answer to a diligence Q&A question after a human has reviewed the draft. Returns the sa Write create_deal_room Use this to create a new deal room when starting a diligence process or onboarding an LP. Requires admin privi Write fundos_allocate Use this to record investor allocations on a syndication when committing new LPs or topping up existing ones. Write fundos_create_deal Use this to add a new deal to the pipeline when an inbound pitch is qualified or a term sheet arrives. Set eph Write fundos_draft_transaction Use this to start a transaction record (term-sheet to closing) when a deal moves from diligence into negotiati Write fundos_generate_cim Use this to draft a Confidential Information Memorandum from source docs when packaging a deal for IC or LPs. Write fundos_generate_odd Use this to draft ODD answers when an LP or consultant sends a DDQ. Source can be
READ 43 tools
Read fetch Use this to read a Kela document Read fundos_check_covenant Use this to test a covenant value when fresh financials arrive or to simulate a what-if. Read fundos_check_restricted_list Use this to check whether a security (by ticker or ISIN) is on Read fundos_compute_pnl Use this to compute P&L and NAV over a date range for the books or an LP statement. Pass fund_account_id Read fundos_get_deal Use this to load full detail on one deal (counterparty, target size, stage, IRR target, notes) when drafting a Read fundos_get_lp Use this to load full LP detail (commitment, KYC, capital-call ledger) when answering an LP query or preparing Read fundos_get_pipeline Use this to render a pipeline kanban or compute stage counts when summarising deal-flow health. Returns a dict Read fundos_get_syndication Use this to inspect a single syndication and its allocation matrix when checking who Read fundos_list_cim_reports Use this to list previously generated CIMs / teasers / one-pagers when the user asks Read fundos_list_cim_templates Use this to discover which CIM templates exist before calling fundos_generate_cim. Returns template keys (stan Read fundos_list_covenants Use this to enumerate covenants the org is monitoring when building a portfolio risk dashboard or before runni Read fundos_list_deals Use this to read the deal pipeline when ranking opportunities, picking what to work on next, or building a sta Read fundos_list_filings Use this to enumerate regulatory filing deadlines when tracking Read fundos_list_fund_accounts Use this to enumerate fund accounts and SPVs when picking a vehicle to compute P&L against or summarising AUM. Read fundos_list_kyc_records Use this to enumerate KYC/AML compliance records for all LPs when Read fundos_list_lps Use this to enumerate LPs when answering Read fundos_list_obligations Use this to enumerate the obligations register when building a Read fundos_list_risk_alerts Use this to surface unresolved covenant breaches when triaging the daily risk inbox or driving an action queue Read fundos_list_syndications Use this to view active syndications when reporting raise progress or picking a syndication to allocate agains Read fundos_list_tools Use this to discover the full FundOS tool catalogue when an agent isn Read fundos_list_transactions Use this to view term sheets and closings in flight when reporting on closing pipeline or chasing CPs. Optiona Read fundos_vdr_analyze Use this to surface risky clauses and extract entities (people, companies, valuations) from a doc bundle when Read get_audit_log Use this to inspect activity history when investigating suspicious access, building a compliance report, or sh Read get_deal_room Use this to drill into a single deal room when you have a room_id and need its members or stats. Returns full Read get_document_activity Use this to surface engagement signals for a single document when the GP wants to know which LPs are actually Read get_document_download_url Use this to obtain a download URL for a document when the agent needs to fetch the raw file (PDF, XLSX, DOCX). Read get_document_metadata Use this to inspect a single document Read get_signature_status Use this to check signature progress when chasing closing signatures or reporting to the deal team. Returns pe Read hf_ops_dtcc_get_affirmation_scorecard Use this to get the T+0 affirmation scorecard when reporting Read hf_ops_dtcc_get_trade_status Use this to look up a CTM trade Read hf_ops_dtcc_list_unaffirmed Use this to find unaffirmed TradeSuite confirms when chasing Read hf_ops_dtcc_lookup_ssi Use this to fetch a counterparty Read list_deal_rooms Use this to enumerate deal rooms when the agent needs to pick a room to inspect or act on. Returns an array of Read list_documents Use this to enumerate documents in a deal room when you need an inventory before searching or summarising. Opt Read list_qa_questions Use this to read the diligence Q&A queue when prioritising what to answer next or auditing open questions. Opt Read list_room_members Use this to list members of a deal room when checking who has access before granting more or before sharing se Read list_users Use this to enumerate users in the org when matching a person by email or building a team-wide report. Returns Read oms_get_fix_status Use this to check the FIX engine sidecar connectivity when Read oms_get_order Use this to load full detail on one order including all execution Read oms_list_orders Use this to read the order blotter when auditing recent trades, Read oms_list_positions Use this to read the live position book when computing gross/net Read search Use this to find Kela documents by query string when surfacing Read search_documents Use this to answer free-form questions over deal-room documents when the user asks something like
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FAQ

Questions about Fundos

Can an AI agent move money through the Fundos MCP server? +

Yes. The Fundos server exposes 1 financial tools including fundos_create_capital_call. Without a policy, an autonomous agent can call these with no spend caps, no rate limits, and no approval flow. PolicyLayer lets you block financial tools by default, require human approval, or set per-tool rate limits — enforced on every call.

How do I prevent bulk modifications through Fundos? +

The Fundos server has 8 write tools including add_room_member, answer_qa_question, create_deal_room. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Fundos.

How many tools does the Fundos MCP server expose? +

57 tools across 3 categories: Execute, Read, Write. 43 are read-only. 14 can modify, create, or delete data.

How do I enforce a policy on Fundos? +

Register the Fundos MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Fundos tool call.

Deterministic rules across all 57 Fundos tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON FUNDOS →

Instant setup, no code required.

57 Fundos tools catalogued and risk-classified — across an index of 46,500+ MCP servers.

// WHERE THIS COMES FROM

These policies come from Fundos's registry record.

The record behind this page: verified identity, auth posture, risk grade, every tool classified, recommended policy — re-checked continuously.

Teams ship this data inside their own products. See what a licence covers →

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