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Fundz

by Fund-z · remote · local (npm) · no sign-in to list tools · v1.2.4 · published by GitHub user Fund-z

Funding rounds, exec moves, UCC liens and Form 5500 plans. 7 tools need no API key.

Read only

7 tools: 7 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http fundzwatch https://mcp.fundz.net

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

7 tools

Only reads 7Claude Code: allow
  • get_benefit_plans_in_playRecently funded companies (≤24 months) with a DOL Form 5500 benefit-plan filing on record: plan renewal timing, participant count vs current headcount ('outgrowing their plan'), an…No findings

    Why it is in this group

    • The name "get_benefit_plans_in_play" says "get": a word for reading.
    Description, as the server wrote it
    Recently funded companies (≤24 months) with a DOL Form 5500 benefit-plan filing on record: plan renewal timing, participant count vs current headcount ('outgrowing their plan'), and the incumbent insurance carrier from Schedule A. For benefits brokers, retirement-plan advisors, PEOs, HR-tech sellers. No API key required.

    Annotations the server declares

    • title: Benefit Plans in Play
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_broker_directoryWho broker-of-records whom: directory of 58,000+ benefits brokers from DOL Form 5500 Schedule A Part 1, ranked by filings carried, with sponsor counts and commission volume per bro…No findings

    Why it is in this group

    • The name "get_broker_directory" says "get": a word for reading.
    Description, as the server wrote it
    Who broker-of-records whom: directory of 58,000+ benefits brokers from DOL Form 5500 Schedule A Part 1, ranked by filings carried, with sponsor counts and commission volume per broker. For carriers, broker M&A, benefits-tech sellers, and brokers scouting competitors. No API key required.

    Annotations the server declares

    • title: Broker Directory
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_funded_and_hiringCompanies with a verified funding round in the last 12 months AND live hiring evidence (open ATS roles, executive hires, hiring signals) — the strongest buying window, score-ranked…No findings

    Why it is in this group

    • The name "get_funded_and_hiring" says "get": a word for reading.
    Description, as the server wrote it
    Companies with a verified funding round in the last 12 months AND live hiring evidence (open ATS roles, executive hires, hiring signals) — the strongest buying window, score-ranked and refreshed daily. No API key required.

    Annotations the server declares

    • title: Funded & Hiring Now
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_lender_directoryWho finances whom: directory of 11,800+ UCC secured parties (lenders) ranked by filing volume, with active-lien counts and lapsing-soon exposure per lender.No findings

    Why it is in this group

    • The name "get_lender_directory" says "get": a word for reading.
    Description, as the server wrote it
    Who finances whom: directory of 11,800+ UCC secured parties (lenders) ranked by filing volume, with active-lien counts and lapsing-soon exposure per lender. California + Colorado coverage (CO refreshed daily). No API key required.

    Annotations the server declares

    • title: Lender Directory
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_money_in_motionCompanies with an executive-move announcement in the last 180 days AND a verified funding round in the last 24 months — the wealth advisor's 'money in motion' moment: a new comp pa…No findings

    Why it is in this group

    • The name "get_money_in_motion" says "get": a word for reading.
    Description, as the server wrote it
    Companies with an executive-move announcement in the last 180 days AND a verified funding round in the last 24 months — the wealth advisor's 'money in motion' moment: a new comp package (often equity), an old 401(k) to roll over, benefits about to be re-evaluated. Score-ranked, refreshed daily. For RIAs, wealth managers, retirement-plan advisors, executive-benefits sellers. No API key required.

    Annotations the server declares

    • title: Money in Motion
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_refinancing_windowsCompanies whose active UCC-1 liens lapse within 12 months (Renewal Radar).No findings

    Why it is in this group

    • The name "get_refinancing_windows" says "get": a word for reading.
    Description, as the server wrote it
    Companies whose active UCC-1 liens lapse within 12 months (Renewal Radar). UCC liens expire after 5 years — the incumbent lender must re-file or lose priority, so each approaching lapse is a refinancing window with a date on it. For lenders, MCA/ISO, and equipment finance. California + Colorado coverage (CO refreshed daily). No API key required.

    Annotations the server declares

    • title: Renewal Radar (UCC refinancing windows)
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
  • get_stacked_borrowersCompanies with active secured debt (UCC-1) from 2+ distinct lenders and a filing in the last 24 months — proven appetite for layered financing; second-position and refi/consolidati…No findings

    Why it is in this group

    • The name "get_stacked_borrowers" says "get": a word for reading.
    Description, as the server wrote it
    Companies with active secured debt (UCC-1) from 2+ distinct lenders and a filing in the last 24 months — proven appetite for layered financing; second-position and refi/consolidation targets. California + Colorado coverage (CO refreshed daily). No API key required.

    Annotations the server declares

    • title: Stacked Borrowers
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.2.4. Values in angle brackets are yours to fill in.

claude mcp add --transport http fundzwatch https://mcp.fundz.net

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__fundzwatch__get_funded_and_hiring",
      "mcp__fundzwatch__get_money_in_motion",
      "mcp__fundzwatch__get_refinancing_windows",
      "mcp__fundzwatch__get_stacked_borrowers",
      "mcp__fundzwatch__get_benefit_plans_in_play",
      "mcp__fundzwatch__get_lender_directory",
      "mcp__fundzwatch__get_broker_directory"
    ],
    "ask": [],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as fundzwatch. Review it before you use it.