fundos_generate_cim

Use this to draft a Confidential Information Memorandum from source docs when packaging a deal for IC or LPs.

SERVERFundos SOURCE8vdx1/fundos-mcp

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/8vdx1-fundos-mcp/fundos-generate-cim.md

WHAT IT DOES

What fundos_generate_cim does on Fundos

AI agents use fundos_generate_cim 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.

RISK

Why fundos_generate_cim is rated Medium

This tool creates a new document artifact (a CIM) by processing and synthesizing source materials. CIMs are critical financial documents used in deal marketing and LP communications.

From the tool's definition Tool description states 'draft a Confidential Information Memorandum' — drafting/generating documents is a Write operation that creates new content (CIM) from existing source material.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs fundos_generate_cim safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Fundos, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For fundos_generate_cim, this is the rule to start with:

fundos_generate_cim Rate-limited

fundos_generate_cim stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "fundos_generate_cim": {
      "limits": [
        {
          "counter": "fundos_generate_cim_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Fundos, apply this rule, and every fundos_generate_cim call is checked against it from then on.

FAQ

Questions about fundos_generate_cim

What does the fundos_generate_cim tool do? +

Use this to draft a Confidential Information Memorandum from source docs when packaging a deal for IC or LPs. It is categorised as a Write tool in the Fundos MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on fundos_generate_cim? +

Register the Fundos MCP server in PolicyLayer and add a rule for fundos_generate_cim: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Fundos. Nothing to install.

What risk level is fundos_generate_cim? +

fundos_generate_cim is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit fundos_generate_cim? +

Yes. Add a rate_limit block to the fundos_generate_cim rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block fundos_generate_cim completely? +

Set action: deny in the PolicyLayer policy for fundos_generate_cim. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides fundos_generate_cim? +

fundos_generate_cim is provided by the Fundos MCP server (8vdx1/fundos-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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