FundOS Developer Docs
Connect any AI agent to live fund data in one command. FundOS exposes deals, LPs, covenants, documents, and CFO functions through a unified MCP server — with OAuth handled automatically.
What FundOS is
FundOS is an AI-native operating system for fund managers — hedge funds, private equity, private credit, venture capital, and family offices. It exposes 47 MCP tools across 11 modules, each with a consistent read/write permission model and credit-based billing.
Every write tool produces a proposed action that waits for human approval in the FundOS UI. Nothing auto-executes without a GP clicking Approve.
Connect in one command
claude mcp add fundos https://kela.com/mcp
For SSE-only clients: https://kela.com/mcp/sse
For Bearer-token API access: Authorization: Bearer vdr_<your-key>
against https://kela.com/api/v1/*
Key discovery endpoints
| URL | Description |
|---|---|
/CLAUDE.md | Full agent guide and engineering reference |
/llms.txt | Short FundOS overview for LLMs |
/llms-full.txt | Full developer + integration reference |
/.well-known/mcp.json | MCP server discovery |
/.well-known/oauth-protected-resource | OAuth resource metadata |
/.well-known/oauth-authorization-server | OAuth authorization-server metadata |
Permission model
Every tool is either a read (safe to call freely) or a write / AI-heavy (requires a human to approve the resulting action). The table below summarises what each tier does and costs.
| Tier | What it does | Cost |
|---|---|---|
| read_fast | Single-table reads — list deals, list LPs, etc. | 1 cr |
| read_multi | Cross-table reads — agent context briefing | 2 cr |
| read_compute | Compute-heavy reads — pricer, waterfall, covenant check | 5 cr |
| write | Writes that create or mutate records (human approval required) | 10 cr |
| ai_light | Gemini AI calls — VDR analysis, ODD generation | 25 cr |
| ai_heavy | Long-form AI — CIM generation | 50 cr |
Human approval loop
Write tools never execute automatically. When an agent calls
fundos_create_deal, for example, the MCP server creates a
proposed action and returns metadata about it. The GP reviews and
approves the action at /fundos/agent/runs/<id>. Only then
does the side effect execute. This means agents can draft, plan, and propose
— but they cannot accidentally move money, change records, or share data
without a human in the loop.
fundos_get_agent_context at the
beginning of any multi-step workflow. It returns a structured session briefing —
pending actions, recent tool calls, active deals, LP changes, open risk alerts,
and upcoming capital calls — for 2 credits.