# Fundos MCP server

Agent View of the PolicyLayer registry record for Fundos: identity, probed posture, risk grade, and all 57 tools classified. HTML page: https://policylayer.com/tools/8vdx1-fundos-mcp

## Facts

- Server id: `8vdx1/fundos-mcp`
- Homepage: https://github.com/8vdx1/fundos-mcp
- Registry record: grade F, identity unverified
- Lifecycle: active
- Rate-limited: no
- Tools: 57
- Tool categories present: Execute, Read, Write
- Tags: 8vdx1 fundos mcp, automation
- Record last modified: 2026-06-30T09:53:42.184Z

## Tools (57)

| Tool | Category | Risk | Record |
| --- | --- | --- | --- |
| `fundos_call_tool` | Execute | High | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-call-tool.md |
| `fundos_compute_waterfall` | Execute | High | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-compute-waterfall.md |
| `fundos_run_pricer` | Execute | High | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-run-pricer.md |
| `oms_check_pretrade` | Execute | High | https://policylayer.com/tools/8vdx1-fundos-mcp/oms-check-pretrade.md |
| `oms_create_order` | Execute | High | https://policylayer.com/tools/8vdx1-fundos-mcp/oms-create-order.md |
| `fundos_create_capital_call` | Financial | Critical | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-create-capital-call.md |
| `fetch` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fetch.md |
| `fundos_check_covenant` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-check-covenant.md |
| `fundos_check_restricted_list` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-check-restricted-list.md |
| `fundos_compute_pnl` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-compute-pnl.md |
| `fundos_get_deal` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-get-deal.md |
| `fundos_get_lp` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-get-lp.md |
| `fundos_get_pipeline` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-get-pipeline.md |
| `fundos_get_syndication` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-get-syndication.md |
| `fundos_list_cim_reports` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-cim-reports.md |
| `fundos_list_cim_templates` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-cim-templates.md |
| `fundos_list_covenants` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-covenants.md |
| `fundos_list_deals` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-deals.md |
| `fundos_list_filings` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-filings.md |
| `fundos_list_fund_accounts` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-fund-accounts.md |
| `fundos_list_kyc_records` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-kyc-records.md |
| `fundos_list_lps` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-lps.md |
| `fundos_list_obligations` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-obligations.md |
| `fundos_list_risk_alerts` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-risk-alerts.md |
| `fundos_list_syndications` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-syndications.md |
| `fundos_list_tools` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-tools.md |
| `fundos_list_transactions` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-transactions.md |
| `fundos_vdr_analyze` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-vdr-analyze.md |
| `get_audit_log` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/get-audit-log.md |
| `get_deal_room` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/get-deal-room.md |
| `get_document_activity` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/get-document-activity.md |
| `get_document_download_url` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/get-document-download-url.md |
| `get_document_metadata` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/get-document-metadata.md |
| `get_signature_status` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/get-signature-status.md |
| `hf_ops_dtcc_get_affirmation_scorecard` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/hf-ops-dtcc-get-affirmation-scorecard.md |
| `hf_ops_dtcc_get_trade_status` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/hf-ops-dtcc-get-trade-status.md |
| `hf_ops_dtcc_list_unaffirmed` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/hf-ops-dtcc-list-unaffirmed.md |
| `hf_ops_dtcc_lookup_ssi` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/hf-ops-dtcc-lookup-ssi.md |
| `list_deal_rooms` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/list-deal-rooms.md |
| `list_documents` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/list-documents.md |
| `list_qa_questions` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/list-qa-questions.md |
| `list_room_members` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/list-room-members.md |
| `list_users` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/list-users.md |
| `oms_get_fix_status` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/oms-get-fix-status.md |
| `oms_get_order` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/oms-get-order.md |
| `oms_list_orders` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/oms-list-orders.md |
| `oms_list_positions` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/oms-list-positions.md |
| `search` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/search.md |
| `search_documents` | Read | Low | https://policylayer.com/tools/8vdx1-fundos-mcp/search-documents.md |
| `add_room_member` | Write | Medium | https://policylayer.com/tools/8vdx1-fundos-mcp/add-room-member.md |
| `answer_qa_question` | Write | Medium | https://policylayer.com/tools/8vdx1-fundos-mcp/answer-qa-question.md |
| `create_deal_room` | Write | Medium | https://policylayer.com/tools/8vdx1-fundos-mcp/create-deal-room.md |
| `fundos_allocate` | Write | Medium | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-allocate.md |
| `fundos_create_deal` | Write | Medium | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-create-deal.md |
| `fundos_draft_transaction` | Write | Medium | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-draft-transaction.md |
| `fundos_generate_cim` | Write | Medium | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-generate-cim.md |
| `fundos_generate_odd` | Write | Medium | https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-generate-odd.md |

## Tool descriptions

- `fundos_call_tool` — Use this to invoke any FundOS @tool by name when its inputs are known. The args object is
- `fundos_compute_waterfall` — Use this to compute LP/GP splits at exit using the European waterfall when modelling a distribution or final payout. ROC → preferred return →
- `fundos_run_pricer` — Use this to score an asset
- `oms_check_pretrade` — Use this to validate a proposed order against the org
- `oms_create_order` — Use this to submit a new equity order through the OMS when
- `fundos_create_capital_call` — Use this to create a capital call against an LP commitment when funding an investment or paying expenses. HUMAN APPROVAL REQUIRED — drafts go to /fundos/investors/<lp_id> for review before LP-facing notice is issued.
- `fetch` — Use this to read a Kela document
- `fundos_check_covenant` — Use this to test a covenant value when fresh financials arrive or to simulate a what-if.
- `fundos_check_restricted_list` — Use this to check whether a security (by ticker or ISIN) is on
- `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
- `fundos_get_deal` — Use this to load full detail on one deal (counterparty, target size, stage, IRR target, notes) when drafting a memo or answering a question about it. Returns the Deal record by id.
- `fundos_get_lp` — Use this to load full LP detail (commitment, KYC, capital-call ledger) when answering an LP query or preparing a portal view. Returns LPInvestor + array of CapitalCall objects.
- `fundos_get_pipeline` — Use this to render a pipeline kanban or compute stage counts when summarising deal-flow health. Returns a dict keyed by stage with each stage
- `fundos_get_syndication` — Use this to inspect a single syndication and its allocation matrix when checking who
- `fundos_list_cim_reports` — Use this to list previously generated CIMs / teasers / one-pagers when the user asks
- `fundos_list_cim_templates` — Use this to discover which CIM templates exist before calling fundos_generate_cim. Returns template keys (standard|teaser|onepager) and their section lists.
- `fundos_list_covenants` — Use this to enumerate covenants the org is monitoring when building a portfolio risk dashboard or before running covenant checks. Returns each covenant with type, threshold, current_value, and status (ok|breach|alert).
- `fundos_list_deals` — Use this to read the deal pipeline when ranking opportunities, picking what to work on next, or building a status snapshot. Optional stage filter (sourcing|qualification|dd|ic|closing|closed|lost). Returns Deal objects.
- `fundos_list_filings` — Use this to enumerate regulatory filing deadlines when tracking
- `fundos_list_fund_accounts` — Use this to enumerate fund accounts and SPVs when picking a vehicle to compute P&L against or summarising AUM. Returns each FundAccount with current NAV and currency.
- `fundos_list_kyc_records` — Use this to enumerate KYC/AML compliance records for all LPs when
- `fundos_list_lps` — Use this to enumerate LPs when answering
- `fundos_list_obligations` — Use this to enumerate the obligations register when building a
- `fundos_list_risk_alerts` — Use this to surface unresolved covenant breaches when triaging the daily risk inbox or driving an action queue. open=true filters to unresolved alerts only. Returns alert rows with covenant_id, severity, raised_at.
- `fundos_list_syndications` — Use this to view active syndications when reporting raise progress or picking a syndication to allocate against. Returns each Syndication with status, target_amount, raised_to_date.
- `fundos_list_tools` — Use this to discover the full FundOS tool catalogue when an agent isn
- `fundos_list_transactions` — Use this to view term sheets and closings in flight when reporting on closing pipeline or chasing CPs. Optional status filter (drafting|negotiating|signed|funding|closed|cancelled). Returns Transaction objects.
- `fundos_vdr_analyze` — Use this to surface risky clauses and extract entities (people, companies, valuations) from a doc bundle when speeding through diligence. Accepts inline docs or MCP BYOD source. Returns red_flags[] and entity_map.
- `get_audit_log` — Use this to inspect activity history when investigating suspicious access, building a compliance report, or showing a user what they did. Filter by action (VIEW|DOWNLOAD|UPLOAD|LOGIN|DELETE), user_id, or date range.
- `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 room metadata plus member list and document count.
- `get_document_activity` — Use this to surface engagement signals for a single document when the GP wants to know which LPs are actually reading it. Returns per-viewer timestamps, view durations, and IPs.
- `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). Returns a short-lived URL pointing at the VDR download endpoint.
- `get_document_metadata` — Use this to inspect a single document
- `get_signature_status` — Use this to check signature progress when chasing closing signatures or reporting to the deal team. Returns per-envelope status (sent/signed/declined/voided) for every DocuSign envelope tied to the room.
- `hf_ops_dtcc_get_affirmation_scorecard` — Use this to get the T+0 affirmation scorecard when reporting
- `hf_ops_dtcc_get_trade_status` — Use this to look up a CTM trade
- `hf_ops_dtcc_list_unaffirmed` — Use this to find unaffirmed TradeSuite confirms when chasing
- `hf_ops_dtcc_lookup_ssi` — Use this to fetch a counterparty
- `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 {id, name, status, member_count} for every room the API key can read.
- `list_documents` — Use this to enumerate documents in a deal room when you need an inventory before searching or summarising. Optional folder_id narrows to a single folder. Returns docs with file_type, size, uploaded_at.
- `list_qa_questions` — Use this to read the diligence Q&A queue when prioritising what to answer next or auditing open questions. Optional status filter (open|in_progress|answered|closed). Returns title, asker, priority, due_date.
- `list_room_members` — Use this to list members of a deal room when checking who has access before granting more or before sharing sensitive content. Returns user_id, email, role, and per-folder permissions.
- `list_users` — Use this to enumerate users in the org when matching a person by email or building a team-wide report. Returns id, email, role, is_admin, is_active for every user.
- `oms_get_fix_status` — Use this to check the FIX engine sidecar connectivity when
- `oms_get_order` — Use this to load full detail on one order including all execution
- `oms_list_orders` — Use this to read the order blotter when auditing recent trades,
- `oms_list_positions` — Use this to read the live position book when computing gross/net
- `search` — Use this to find Kela documents by query string when surfacing
- `search_documents` — Use this to answer free-form questions over deal-room documents when the user asks something like
- `add_room_member` — Use this to add a user to a deal room when onboarding a new collaborator or LP. Role is
- `answer_qa_question` — Use this to publish an answer to a diligence Q&A question after a human has reviewed the draft. Returns the saved answer record. Do NOT post drafts unreviewed — this is visible to the asking LP.
- `create_deal_room` — Use this to create a new deal room when starting a diligence process or onboarding an LP. Requires admin privileges. Returns the new room id and slug. Always confirm the name with a human first.
- `fundos_allocate` — Use this to record investor allocations on a syndication when committing new LPs or topping up existing ones. Send a single object or
- `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 ephemeral=true to dry-run validate without writing. Always confirm name and target_size with a human before persisting.
- `fundos_draft_transaction` — Use this to start a transaction record (term-sheet to closing) when a deal moves from diligence into negotiation. Seeds the default task pack. Always confirm parties + target_close_date with a human before issuing.
- `fundos_generate_cim` — Use this to draft a Confidential Information Memorandum from source docs when packaging a deal for IC or LPs.
- `fundos_generate_odd` — Use this to draft ODD answers when an LP or consultant sends a DDQ. Source can be

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## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

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Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=8vdx1-fundos-mcp · API: https://policylayer.com/registry/api · Recommended policies for every tool: https://policylayer.com/policies/8vdx1-fundos-mcp