# 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.

Agent View of the PolicyLayer registry record for `fundos_create_deal`. HTML page: https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-create-deal

## Facts

- Tool: `fundos_create_deal`
- Server: Fundos (`8vdx1/fundos-mcp`) — https://policylayer.com/tools/8vdx1-fundos-mcp.md
- Homepage: https://github.com/8vdx1/fundos-mcp
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Rate-limited

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "fundos_create_deal",
    "arguments": {}
  }
}
```

## Why fundos_create_deal is rated Medium

This tool creates new deal records in a fund management system, which modifies data reversibly. It is not destructive (deals can be edited or archived), does not execute arbitrary code or external operations, and does not involve financial transactions directly. The high severity reflects that incorrect deal entries could propagate through downstream fund accounting, LP reporting, and pipeline analysis.

From the tool's own definition: "Tool description states 'add a new deal to the pipeline' and 'without writing' in context of persistence, indicating creation of deal records."

## Use case

AI agents use fundos_create_deal to create or update resources in Fundos, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Fundos environment.

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Fundos:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "fundos_create_deal": {
      "limits": [
        {
          "counter": "fundos_create_deal_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

## Other tools on Fundos (56)

- `fundos_call_tool` — Execute — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-call-tool.md
- `fundos_compute_waterfall` — Execute — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-compute-waterfall.md
- `fundos_run_pricer` — Execute — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-run-pricer.md
- `oms_check_pretrade` — Execute — https://policylayer.com/tools/8vdx1-fundos-mcp/oms-check-pretrade.md
- `oms_create_order` — Execute — https://policylayer.com/tools/8vdx1-fundos-mcp/oms-create-order.md
- `fundos_create_capital_call` — Financial — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-create-capital-call.md
- `fetch` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fetch.md
- `fundos_check_covenant` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-check-covenant.md
- `fundos_check_restricted_list` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-check-restricted-list.md
- `fundos_compute_pnl` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-compute-pnl.md
- `fundos_get_deal` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-get-deal.md
- `fundos_get_lp` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-get-lp.md
- `fundos_get_pipeline` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-get-pipeline.md
- `fundos_get_syndication` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-get-syndication.md
- `fundos_list_cim_reports` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-cim-reports.md
- `fundos_list_cim_templates` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-cim-templates.md
- `fundos_list_covenants` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-covenants.md
- `fundos_list_deals` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-deals.md
- `fundos_list_filings` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-filings.md
- `fundos_list_fund_accounts` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-fund-accounts.md
- `fundos_list_kyc_records` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-kyc-records.md
- `fundos_list_lps` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-lps.md
- `fundos_list_obligations` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-obligations.md
- `fundos_list_risk_alerts` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-risk-alerts.md
- `fundos_list_syndications` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-syndications.md
- `fundos_list_tools` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-tools.md
- `fundos_list_transactions` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-transactions.md
- `fundos_vdr_analyze` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-vdr-analyze.md
- `get_audit_log` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/get-audit-log.md
- `get_deal_room` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/get-deal-room.md
- …and 26 more: https://policylayer.com/tools/8vdx1-fundos-mcp.md

## 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`

---

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 · Policy library: https://policylayer.com/policies/8vdx1-fundos-mcp
