Quickstart

Connect Claude Code to your fund data in under 5 minutes.

Step 1 — Register your MCP server

1

Add FundOS to Claude Code

Run this once from any terminal. Claude Code persists the server for future sessions.

claude mcp add fundos https://kela.com/mcp

For SSE-only clients (OpenAI Agents SDK, LangChain, etc.):

# SSE endpoint
https://kela.com/mcp/sse

# Bearer token auth
Authorization: Bearer vdr_<your-api-key>

Step 2 — Authenticate

2

OAuth PKCE (Claude Code — recommended)

When you first use a FundOS tool, Claude Code opens a browser window to kela.com/oauth/authorize. Sign in with your FundOS account and grant access. The OAuth flow handles token storage automatically — you never touch credentials.

API key (headless / server agents)

Create a key at kela.com/admin/api-keys. Pass it as:

curl https://kela.com/api/v1/usage \
  -H "Authorization: Bearer vdr_YOUR_KEY"

Step 3 — Call your first tool

3

Get a context briefing

Open a Claude Code session in any directory and type:

Call fundos_get_agent_context and summarise what needs my attention today.

FundOS returns a structured briefing: pending approval actions, active deals, LP changes, open risk alerts, and upcoming capital calls. Cost: 2 credits.

Step 4 — Read live fund data

4

Try a few read tools

# List your deal pipeline
Call fundos_list_deals.

# List all monitored covenants
Call fundos_list_covenants and show any with status != ok.

# Search documents in a data room
Call search_documents with query="change of control" and room_id=1.

Step 5 — Propose a write action

5

Write tools require human approval

Write tools create a proposed action that appears in your FundOS dashboard at /fundos/agent/runs/<id>. The agent cannot execute the write until you click Approve. 

# This proposes a new deal — does NOT create it yet
Call fundos_create_deal with name="Acme Series B" and ephemeral=true to validate first,
then ask me to confirm before persisting.
Tip: Use ephemeral=true on any write tool to validate the payload without writing to the database. The tool returns the shape of what would be created so you can review it first.

Next steps

  • Authentication — OAuth scopes, API key rotation, token lifetimes
  • Tool reference — all 47 tools with parameters and cost
  • Webhooks — get push notifications when actions are approved
  • Examples — working Python and Claude Code session prompts