Tools

List all deal rooms accessible to the authenticated user. Returns room IDs, names, descriptions, deal type, and status.

Get full details of a specific deal room including document count, member list, folder structure, and metadata.

Create a new deal room with a name and optional description.

List all documents in a deal room, optionally filtered by folder. Returns file names, sizes, upload dates, and AI analysis status.

Get metadata and AI analysis results for a specific document, including entity extraction, red flags, and completeness scores.

Get a short-lived, directly-downloadable URL for a document's file (PDF/XLSX/DOCX/etc.). Returns {url, filename, expires_in}. Fetch the URL to save the file to your working directory (e.g. curl -o <filename> <url>) — the URL is pre-authorized, so send NO auth header. For small text files the content is also returned inline as 'text'. The URL expires in ~10 minutes, so download promptly.

STEP 1 of 2 to upload a file into a deal room. Given a room and a filename, returns a short-lived presigned PUT URL plus a document_id. Upload your file by PUTting its bytes to that url (e.g. `curl -X PUT --upload-file <localfile> "<upload_url>"`) with NO auth header — the URL is pre-authorized. Then call confirm_upload with the returned document_id to finalize it. The URL expires in ~10 minutes.

STEP 2 of 2 to upload a file. Call this AFTER you have PUT the file bytes to the upload_url from get_upload_url. Finalizes the document so it appears in the deal room (and extracts its text for search). Pass the document_id you got from get_upload_url.

List the folder tree of a deal room. Returns {root_folder_id, folders:[{id, name, parent_id, depth, doc_count}]}. Use this to find a folder_id before creating/renaming/deleting or uploading into a folder.

Create a folder in a deal room. Optionally nest it under a parent folder (parent_id from list_folders); defaults to the room root. Returns the created folder {id, name, parent_id}.

Rename a folder and/or move it under a different parent. Provide `name` to rename and/or `parent_id` to re-parent. Cannot rename/move the room root. Requires manager access.

AI-powered semantic search across documents. Returns relevant excerpts with citations to the exact document and clause.

List all members of a deal room with their roles and access permissions.

Invite a user to a deal room by email with a specified access role.

List all users in the organization with their roles and status.

Retrieve audit log entries for a deal room showing who accessed what documents, when, and from which IP address.

Get document activity analytics for a room: view counts, unique viewers, time spent per document, and download counts.

List Q&A questions for a deal room, optionally filtered by status.

Post an answer to an open Q&A question in a deal room.

Retrieve an AI intelligence analysis report for a deal room. Reports include: entity_map (companies, people, valuations, dates), red_flags (risky clauses, missing reps), completeness (checklist score), summary (narrative deal summary), benchmarking (vs. market), compliance (FCPA/GDPR/sanctions), negotiation (leverage points), qa_prep (anticipated buyer questions).

Analyze a bundle of VDR documents for red flags, entity map (companies, people, valuations, dates), and risk summary. Accepts inline docs or MCP BYOD source. Returns red_flags[] and entity_map. Costs 25 credits. Pass summary=true for a 3-sentence Gemini compression at 5 credits instead.

Draft ODD/DDQ answers from fund source documents. Source can be inline documents or an MCP BYOD source (connection_id + path). Returns structured answers per topic. Costs 25 credits. Pass summary=true for a 3-sentence summary at 5 credits.

Draft a Confidential Information Memorandum from source documents. Sections depend on template_key. Costs 50 credits. Pass summary=true for a 3-sentence Gemini summary at 5 credits instead.

Query the FundOS reasoning library for historically similar agent runs. Given a task description, returns past runs that used similar tool sequences with their outcome summaries and credit costs. Call this before complex multi-tool workflows to see how analogous tasks were handled before. Costs 1 credit.

Return a structured session briefing for this agent: recent tool calls, pending human-approval actions, active deals, LP roster, open risk alerts, upcoming capital calls, recently uploaded documents, and prior agent runs. Call this at the start of any multi-step FundOS workflow to orient yourself before taking further actions. Costs 2 credits.

Read the AI-governance policy graph that applies to this workspace: which deterministic checks gate each output channel and tool, what a failure escalates to (warn/block), and each policy's enforcement mode (shadow/enforce). Call this to learn what you must and must never do BEFORE invoking write tools — blocked calls return a 'governance_blocked:' error. Read-only; the returned policy_version hash is pinned on every verdict. Public global defaults: /.well-known/governance.json.

List the research report templates available to this organisation — structured outlines the analyst agent fills section-by-section (e.g. 'Investment Memo', 'ODD'). Returns {template_id, name, description}. Pick a template_id for research_generate_report, or create one with research_create_template.

Create a bring-your-own research template: an ordered list of sections, each with `instructions` for what the analyst must cover and an optional `word_budget`. Returns {template_id}.

Give the analyst agent documents to read before generating. Sources can be Kela VDR documents already in the org (`source_document_ids` from list_documents/search_documents), a public `source_url`, or pasted `source_text`. Omit `thread_id` to start a new research thread; reuse the returned thread_id to add more. Returns {thread_id, ingested:[...]}.

Kick off a full report run for a template + research thread. Asynchronous — returns {mapping_id, status:'queued'} immediately; poll research_report_status until 'done', then research_get_report. Set `preview` true for a fast partial run.

Poll a report started by research_generate_report. Returns {mapping_id, status, sections_done, sections_total}; status is 'queued'|'running'|'done'|'error'. Poll every ~10-20s; full reports take a few minutes.

Retrieve a finished report (status 'done'). `format` = 'markdown' (default, full text with citations) or 'pdf' (download URL). Returns the report content.

List the VentureInsights firms/funds your account owns. Read-only. Call this FIRST if the user might manage more than one firm: if it returns a single firm, just use it (pass nothing); if it returns several, ask the user which firm/fund they want to work on this session, then pass that `vcFirmId` on every subsequent vi_* CRM call. Returns [{vcFirmId, name}].

Search/browse the firm's email inbox across BOTH stores: LP + investment-update mail ('crm') and deal-pipeline forwards ('pipeline'). Returns slim INDEX rows (subject, sender, date, lp/deal tag, ~200-char snippet, attachment names, source) — use vi_get_email with an id + source to read a full email. Read-only, newest first.

Read ONE email in full — complete untruncated plain-text body plus attachment metadata. Use the id and source from a vi_list_emails row. Read-only.

List the org's VentureInsights deal-pipeline deals. Read-only. Optional filters: dealStatus, dealStage, search, ycBatch, fundId, page, take. Firm scope is resolved from your workspace identity — you never pass it. Returns the deal list + pagination.

Create or update a deal in the VentureInsights pipeline. WRITE — persists to VI. Required: `companyName`, `dealStatus`, and `vcFundId` (the fund the deal belongs to — get it from the user or the firm's funds). Firm scope comes from your workspace identity (pass `vcFirmId` only if the user manages multiple firms).

Move one or more deals to a new pipeline stage (bulk). WRITE. Pass `dealIds` (array) and the target `dealStage`. Firm scope is from identity.

List the org's LP CRM prospects. Read-only. Optional filters passed through as query params (e.g. stage, search, page, take). Firm scope is resolved from your workspace identity.

Create an LP prospect in the VentureInsights LP CRM. WRITE. `dealName` (the LP/prospect name) is required. Firm scope comes from identity.

Update an existing LP prospect's fields. WRITE. Pass the prospect `id` plus the fields to change. Firm scope comes from identity.

Move an LP prospect to a new fundraising stage. WRITE. Pass the prospect `id` and target `stage`. Firm scope comes from identity.

Add a note to a CRM subject (e.g. an LP prospect or deal). WRITE. Pass `subjectType` (e.g. LP_PROSPECT), `subjectId`, and `content`. Firm scope comes from identity.

Add a task to a CRM subject (e.g. an LP prospect or deal). WRITE. Pass `subjectType`, `subjectId`, and `title`; `dueDate` optional. Firm scope comes from identity.

List the org's deal pipeline (CRM). Returns id, name, stage, counterparty, size.

Full detail on one deal by id.

Deal pipeline grouped by stage (kanban shape with counts).

List LP investors (commitments, stage).

Full LP detail incl. capital-call ledger.

Fund Graph: everything connected to one entity (deals, rooms, LPs, people, transactions, covenants, meetings), grouped by relationship. entity_type ∈ deal|room|lp|person|company|fund|transaction|covenant.

Fund Graph: the org's entity graph as {nodes, links}. Optional focus='deal:7' + depth=1-3 for an ego network; types= comma list to filter node types.

Living-brief memory for a deal, portfolio company, person, or LP — synthesized digest + confirmed facts/asks/commitments. Call before drafting about the entity. Read-only; MNPI items excluded.

All monitored covenants with current value, threshold, and status.

Test a covenant. Pass covenant_id + current_value to update a stored covenant (raises alerts on breach), or name/type/direction/threshold/current_value for an ephemeral check that persists nothing.

Risk alerts; open=true returns only unresolved ones.

Price a credit instrument: IRR/MOIC/WAL, cashflows, optional tranche waterfall. Ephemeral by default — nothing persists unless deal_id is passed with ephemeral=false.

P&L + NAV over a date range for a fund account (read-only computation).

European waterfall LP/GP splits at exit (read-only computation).

List fund accounts / vehicles (pick one before computing P&L).

Credit facilities (warehouse/ABL/sub lines) with commitment and outstanding — the leverage side of a credit fund.

Run the borrowing base for a facility against the latest committed loan tape (or tape_id): eligibility, concentration excess, advance rates, availability. EPHEMERAL BY DEFAULT — the what-if an agent should run before proposing a draw; pass ephemeral=false to persist a run.

The double-entry GL trial balance as of a date — posted journal lines summed per chart-of-accounts account, with the DR=CR check. Optionally scoped to one fund (on the entry's fund). Read-only.

Run the admin-TB shadow reconciliation for a fund: the FundOS trial balance vs the administrator's latest uploaded TB, per-account through the confirmed COA map. Breaks land in the exceptions inbox as tb_break (re-runs re-trigger, ties auto-resolve). Never writes journal entries.

View term sheets and closings in flight; optionally filter by status.

View active syndications when reporting raise progress.

Inspect a single syndication and its allocation matrix.

List previously generated CIMs, teasers, and one-pagers.

Discover which CIM templates exist before calling fundos_generate_cim.

Discover the full FundOS tool catalogue with parameters, tier, and cost.

Look up a CTM trade's live status when investigating a settlement break.

Find unaffirmed TradeSuite confirms when chasing T+0 affirmation.

Fetch a counterparty's Standing Settlement Instructions via DTCC ALERT.

FundOS tool.

FundOS tool.

FundOS vdr tool.

Get the T+0 affirmation scorecard for COO/PM reporting.

FundOS tool.

Add a new deal to the pipeline when an inbound pitch is qualified. Human approval required.

Create a capital call against an LP commitment. Human approval required.

Start a transaction record (term-sheet to closing) and seed default tasks. Human approval required.

Record investor allocations on a syndication. Human approval required.

Add a user to a deal room when onboarding a new collaborator or LP. Human approval required.

FundOS tool.

FundOS tool.

FundOS tool.

FundOS tool.

FundOS tool.

Invoke any FundOS tool by name with validated args when its schema is known.