What is FundOS?
FundOS is an AI-native operating system for fund managers — private equity, venture capital, private credit, hedge funds, and mutual fund managers. It covers the full fund lifecycle: deal sourcing, diligence, fundraising, transactions, risk, CFO/accounting, investor relations, compliance, and trading, all in one platform with 8 human-approval-gated AI agents and a 47-tool MCP server.
How do I connect FundOS to Claude Code?
Run: claude mcp add --transport sse fundos https://www.kela.com/mcp/sse Claude Code uses OAuth 2.0 + PKCE with Dynamic Client Registration (RFC 7591) — no pre-configured client_id needed. The tool self-registers at POST /oauth/register, opens a one-time browser consent page, then handles token refresh automatically.
How do I connect FundOS to OpenAI Codex CLI?
Run: codex mcp add fundos --url https://www.kela.com/mcp --bearer-token-env-var FUNDOS_API_KEY Get your API key at https://kela.com/admin/api-keys and set FUNDOS_API_KEY in ~/.zshenv. Always use --sandbox danger-full-access with codex exec.
What MCP tool should I call first in any FundOS workflow?
Call fundos_get_agent_context first. It returns a structured session briefing: recent tool calls, pending human-approval actions, active deals, LP roster changes, open risk alerts, upcoming capital calls, recently uploaded documents, and prior agent runs. It costs 2 credits and is read-only.
Does FundOS auto-execute write actions?
No. Every write action (capital calls, room creation, member access, journal entries, LP notices) requires explicit human approval. Agents propose AgentAction rows that wait for a GP click at /fundos/agent/runs/<id>. Nothing auto-executes. This is enforced at the platform layer, not just convention.
How much does FundOS cost?
FundOS charges $299/paying-seat/month with 6,000 credits/seat/month included. LP and counterparty viewer seats are free. Annual prepay gives ~17% off (2 months free). Add-on modules: CFO Center $999/mo, HF Ops + OMS $1,499/mo, Compliance OS $149/mo. Packaged AI deliverables carry success fees: ODD $150, CIM $250, K-1 $50, Audit Pack $100.
What is the Stateless Document API?
The Stateless Document API lets developers generate fund documents without a FundOS account. Send data inline, get back a completed document. Endpoints: POST /api/v1/documents/k1 (Schedule K-1, $5/call), POST /api/v1/documents/odd (ODD/DDQ, $25/call), POST /api/v1/documents/analyze (red-flag analysis, $3/call), POST /api/v1/documents/waterfall (European waterfall, free), POST /api/v1/documents/pricer (IRR/MOIC/WAL, free). Register at https://kela.com/developers.
How does the FundOS LP CRM fundraising pipeline work?
The LP CRM fundraising pipeline is an 8-stage kanban at /fundos/lp-crm/pipeline: Identified → First Contact → Intro Meeting → Due Diligence → Soft Commit → Hard Commit → Closed/Won → Passed. Drag LP cards to advance stages. Each LP can have buying-intent signals (auto-detected from email opens, doc views, meeting attendance), AI-drafted outreach (email or LinkedIn via Gemini), and trackable doc-share links that auto-fire a signal when the LP opens them. Analytics at /fundos/lp-crm/analytics.
How do I connect my Google Calendar to FundOS?
Go to FundOS → Deal CRM → Calendar (left sidebar), or navigate directly to /fundos/crm/calendar/. Click 'Connect Google Calendar' and approve OAuth. Multiple accounts are supported — connect each email separately. The calendar syncs automatically every 5 minutes. FundOS uses attendee domain matching to detect LP meetings and shows them in the LP CRM sidebar.
What AI agents does FundOS have?
FundOS has 8 human-approval-gated AI agents: A — LP Fundraising Autopilot (drafts follow-up emails, to-dos), B — Deal Screener (scores inbound pitches), C — Diligence Agent (red flags from data room docs), D — Closing Coordinator (extracts conditions precedent from term sheets), E — CFO Capital-Call Reminders (LP reminder ladder), F — Risk Covenant Watcher (breach detection, alerts), G — Deal Team Orchestrator (multi-agent supervisor at /fundos/team), H — Compliance Agent (KYC expiry, name screens, filings, obligations). All agents write structured AgentEvent rows and propose AgentAction rows — nothing auto-executes.
What is the FundOS Agent Experience (AX) benchmark?
The FundOS AX benchmark measures how well an AI agent can complete realistic fund-operations tasks when FundOS's curated documentation is the knowledge source. It tests 40 tasks across 8 categories (MCP/Auth, Deal CRM, LP/Investors, VDR/Documents, Risk, CFO, Agents, Webhooks) scoring correct tool identification, zero hallucinations, and human-approval gate coverage. The latest run achieved 40/40 correct, 0 hallucinations, score 80/80. Results are published at https://kela.com/ax. The harness is open source at https://github.com/8vdx1/fundos-mcp.
How do I issue a capital call in FundOS?
Use the fundos_create_capital_call MCP tool or the Investor Portal at /fundos/investors/. This requires explicit human approval — it affects LP cash. The workflow: load the LP with fundos_get_lp, draft the capital call row, get GP approval, then the ILPA 2025 Excel notice is generated into the LP's data room. Never auto-send LP notices — the human clicks Issue.