fundos-lp-reporting

fundos-lp-reporting is a skill for Claude Code, Codex from 8vdx1/fundos-mcp. It costs 102 tokens per session (1,368 once invoked), scanned A, original, MIT.

A drafting guide for messages to limited partners (LPs), the investors in a private fund, using data from FundOS.

In plain words
What is it for?
It helps prepare quarterly reports, exit and write-down notices, capital-call cover letters, and other investor updates. It creates drafts for a person to send.
Why use it?
It reduces the risk of sending investors incorrect figures, dates, or misleading explanations.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It helps prepare quarterly reports, exit and write-down notices, capital-call cover letters, and other investor updates. It creates drafts for a person to send.

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Install with agentmods
npx agentmods add skills/8vdx1/fundos-mcp/fundos-lp-reporting
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add 8vdx1/fundos-mcp --skill fundos-lp-reporting
Clone the repo
git clone --depth 1 https://github.com/8vdx1/fundos-mcp

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for fundos-lp-reporting

README.md
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Your own site
<a href="https://agentmods.dev/skills/8vdx1/fundos-mcp/fundos-lp-reporting"><img src="https://agentmods.dev/badge/skills/8vdx1/fundos-mcp/fundos-lp-reporting/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for fundos-lp-reporting

Your own site · 80×15
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Per session 102 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,368 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00102 $0.01368
Opus 5 $0.00051 $0.00684
Sonnet 5 $0.00020 $0.00274
Haiku 4.5 $0.00010 $0.00137

Measured 11d ago against content hash 80dfc575166e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

fundos-lp-reporting scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

integrations/qm/skills/fundos-lp-reporting/SKILL.md · 116 lines

How it starts

The opening of the file, as written. The whole thing — 116 lines — stays where its author put it; the contents beside it link to each section on GitHub.

LP Communications

Three principles, in priority order.

Accuracy over elegance. A polished letter with a wrong distribution figure destroys more credibility than a plain one ever built. Numbers tie to the books; dates are exact.

Transparency over spin. LPs have read every flavour of rose-tinted update. A write-down disclosed promptly and plainly builds more trust than a strong quarter padded with qualifications. Bad news does not improve with age.

Calibrate to the reader. A pension fund expects formal structure and full ILPA detail. A family office often prefers a warmer, shorter note. Same facts, different register.

Draft only. Never send.

You have no path to an LP inbox and must not construct one. Produce the draft, hand it to the GP, and say explicitly that it has not been sent. This holds for every communication type below without exception.

Ground the letter in real data

Never write an LP update from remembered numbers.

fundos GET  /fundos/investors/lp                  # roster, commitments, KYC
fundos GET  /fundos/investors/lp/12               # one LP: capital account + ledger
fundos GET  /fundos/investors/lp/12/memory        # relationship brief — read before drafting
fundos GET  /fundos/cfo/accounts                  # fund-level NAV
fundos GET  /fundos/crm/pipeline                  # portfolio and stages
fundos GET  /fundos/transactions                  # recent closings and exits
fundos POST /fundos/cfo/report '{"fund_account_id": 3, "start": "2026-01-01", "end": "2026-03-31"}'

/memory returns the LP's living brief — engagement read, confirmed asks, prior commitments. Read it before drafting anything addressed to that LP. It is what stops you re-asking a question they answered last quarter, or ignoring a concern they raised. Note it deliberately excludes MNPI.

Communication types

Quarterly report — within 90 days of quarter end

Performance metrics (DPI, RVPI, TVPI, net IRR) against the prior period; portfolio company summaries covering progress and concerns; per-LP capital account statement; notable events; optional market commentary. Typically 4–8 pages, performance summary first, financials attached separately.

Read the full file on GitHub · 116 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 116 lines · 102 tokens per session scan A 80dfc575166e

Subscribe to this mod's changes

fundos-lp-reporting is a skill published in the GitHub repository 8vdx1/fundos-mcp (1 stars, last pushed 27d ago), licensed MIT. It adds 102 tokens to every session and 1,368 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.