MCP server for FundOS — connect Claude Code, Cursor, and any AI agent to your fund operations
Skill Claude CodeCodex
Capital call mechanics, per-LP draw calculation, notice drafting, and funding tracking for private fund managers, backed by live FundOS data. Use when issuing a capital call, working out how much to call from each LP, drafting a call notice, checking who has funded, or reviewing call history. Triggers on "draft a…
Skill Claude CodeCodex
Portfolio company covenant monitoring for private credit and leveraged buyout funds — leverage and coverage covenant computation, cushion and RAG status, breach detection, equity cure rights, lender notification, and waiver or amendment workflow, against live FundOS covenant records. Use when checking covenant…
Skill Claude CodeCodex
Fund administration for emerging VC, PE, and private credit managers — NAV, capital accounts, DPI/RVPI/TVPI, IRR, management fees, and ILPA reporting standards, computed from live FundOS fund data. Use when asked for fund metrics, a fund snapshot, NAV, capital account detail, or fund-level financials. Triggers on…
Skill Claude CodeCodex
Drafting communications to limited partners — quarterly reports, exit and write-down notices, capital call cover letters, and ad-hoc investor updates — grounded in live FundOS fund and LP data. Use when drafting anything that will be sent to LPs. Triggers on "draft LP update", "write to my LPs", "investor letter"…
Skill Claude CodeCodex
Virtual data room and diligence workflow for fund managers — room inventory, document checklists and gap analysis, grounded document Q&A with citations, access control review, and engagement analytics, against live FundOS data rooms. Use when organizing a data room, finding missing diligence documents, asking…
Skill Claude CodeCodex
Private fund distribution waterfall mechanics — European and American structures, preferred return accrual, GP catch-up, carried interest, clawback, and exit sensitivity — computed against live FundOS fund data. Use when modelling distributions, working out LP/GP splits, running exit scenarios, or explaining carry…
Skill Claude CodeCodex
Connect to FundOS, the fund-operations system of record for VC, private equity, and private credit managers — deals, LP investors, capital calls, NAV, waterfalls, covenants, and the data room. Use this skill to reach live fund data before answering ANY question about a fund's LPs, portfolio, capital, performance…
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: