# 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.

Agent View of the PolicyLayer registry record for `fundos_list_cim_templates`. HTML page: https://policylayer.com/tools/8vdx1-fundos-mcp/fundos-list-cim-templates

## Facts

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

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

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

## Why fundos_list_cim_templates is rated Low

This tool retrieves metadata about available CIM (Confidential Information Memorandum) templates. It is a pure read operation that returns structured information (template keys and their sections) to inform subsequent operations. There are no side effects, no data modification, no code execution, and no financial impact.

From the tool's own definition: "Returns template keys and section lists; described as a discovery/query operation ('discover which CIM templates exist') with no mutation, deletion, or execution of external operations."

## Use case

AI agents call fundos_list_cim_templates to retrieve information from Fundos without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

## Recommended policy (PolicyLayer)

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

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "fundos_list_cim_templates": {}
  }
}
```

## 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_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
- `get_document_activity` — Read — https://policylayer.com/tools/8vdx1-fundos-mcp/get-document-activity.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