feat(partner): add FundOS by VantedgeAI — fund operations plugin for VC and private credit

.claude-plugin/marketplace.json

@@ -123,6 +123,12 @@
       "displayName": "Claude for Microsoft 365 Install",
       "source": "./claude-for-msft-365-install",
       "description": "Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes."
+    },
+    {
+      "name": "fundos",
+      "displayName": "FundOS by VantedgeAI",
+      "source": "./plugins/partner-built/fundos",
+      "description": "AI-native fund operations for emerging VC and private credit managers — capital calls, LP reporting, waterfall calculations, covenant monitoring, and VDR workflow"
     }
   ]
 }

plugins/partner-built/fundos/.claude-plugin/plugin.json

@@ -0,0 +1,30 @@
+{
+  "name": "fundos",
+  "version": "1.0.0",
+  "description": "AI-native fund operations for emerging VC and private credit managers — capital calls, LP reporting, waterfall calculations, covenant monitoring, and VDR workflow",
+  "author": {
+    "name": "VantedgeAI",
+    "email": "support@kela.com"
+  },
+  "homepage": "https://www.kela.com",
+  "repository": "https://github.com/8vdx1/FundOS",
+  "license": "MIT",
+  "keywords": [
+    "fund-operations",
+    "private-equity",
+    "venture-capital",
+    "private-credit",
+    "capital-calls",
+    "lp-reporting",
+    "waterfall",
+    "covenant-monitoring",
+    "vdr",
+    "fund-administration"
+  ],
+  "mcpServers": {
+    "fundos": {
+      "type": "http",
+      "url": "https://fundos.vantedgeai.com/mcp"
+    }
+  }
+}

plugins/partner-built/fundos/.mcp.json

@@ -0,0 +1,8 @@
+{
+  "mcpServers": {
+    "fundos": {
+      "type": "http",
+      "url": "https://fundos.vantedgeai.com/mcp"
+    }
+  }
+}

plugins/partner-built/fundos/README.md

@@ -0,0 +1,191 @@
+# FundOS Plugin for Claude
+
+AI-native fund operations for emerging VC and private credit managers — capital calls, LP reporting, waterfall calculations, covenant monitoring, and VDR workflow, powered by the FundOS MCP server.
+
+## What FundOS Is
+
+[FundOS by Kela](https://www.kela.com) is an AI-native operating system for fund managers. It gives emerging VC, private equity, and private credit managers the same fund operations infrastructure as large institutions: a deal CRM, LP investor portal, capital call engine, European waterfall calculator, covenant monitoring dashboard, and Virtual Data Room — all accessible through a unified MCP server so AI agents can read fund state and propose actions for human approval.
+
+FundOS is built for the 4,000+ new emerging managers who launch funds every year and can't afford the enterprise fund admin stack. It handles the full fund lifecycle from first close to final distribution.
+
+## What This Plugin Does
+
+This plugin packages FundOS's core fund operations workflows into 8 slash commands and 8 background skills. Each command orchestrates multiple FundOS MCP tool calls into a complete, GP-ready output — a formal capital call notice, a quarterly LP letter, a distribution waterfall with full math, or a diligence document checklist.
+
+Commands can run standalone (asking the user for inputs) or with live data pulled directly from FundOS when the MCP connector is configured.
+
+## Commands
+
+| Command | Description |
+|---------|-------------|
+| `/fundos:capital-call` | Draft a formal capital call notice with per-LP amounts and wire instructions |
+| `/fundos:lp-report` | Generate a quarterly LP report with performance metrics, portfolio summary, and investor letter |
+| `/fundos:waterfall` | Calculate fund distribution waterfall (European or American) with step-by-step math and sensitivity table |
+| `/fundos:covenant-check` | Evaluate portfolio company covenant compliance and flag breaches or near-breaches with RAG status |
+| `/fundos:lp-update` | Draft a formal LP communication for any fund event — exit, write-down, new investment, fund milestone |
+| `/fundos:vdr-checklist` | Generate a VDR document checklist for a deal at a given diligence stage (initial / full / closing) |
+| `/fundos:fund-snapshot` | Generate a one-page fund snapshot with capital metrics, DPI/RVPI/TVPI, and portfolio summary |
+| `/fundos:flux-pack` | Run month/quarter-end variance analysis and turn it into a board-ready pack with a footed gross-to-net bridge |
+
+## Skills
+
+Skills provide the background domain knowledge that Claude uses automatically when a relevant conversation is detected — no slash command required.
+
+| Skill | Triggers Automatically When... |
+|-------|-------------------------------|
+| `fund-admin` | User asks about fund metrics, NAV, capital accounts, DPI/RVPI/TVPI |
+| `lp-communications` | User wants to draft any communication to limited partners |
+| `capital-calls` | User mentions issuing a capital call or LP hasn't funded |
+| `waterfall-calculations` | User asks about distributions, carry, preferred return, or GP/LP split |
+| `covenant-monitoring` | User reviews portfolio company financials against loan terms |
+| `vdr-workflow` | User organizes a data room or generates a diligence document list |
+| `variance-commentary` | User closes a period, asks for flux/variance, or asks why a P&L line moved |
+| `board-dashboard` | User wants a board pack, dashboard, one-pager, or bridge/waterfall chart |
+
+## MCP Connector
+
+This plugin connects to the **FundOS MCP server** which provides live access to fund data across all modules.
+
+### Endpoint
+
+```
+https://fundos.vantedgeai.com/mcp
+```
+
+### Authentication
+
+Authenticate using a FundOS API key:
+
+```
+Authorization: Bearer vdr_<your-api-key>
+```
+
+API keys are issued from your FundOS workspace at **Settings → API Keys** (requires Admin role). Each key is scoped to your organization and respects the FundOS permission model.
+
+### Getting an API Key
+
+1. Log in to [www.kela.com](https://www.kela.com)
+2. Navigate to **Settings → API Keys**
+3. Create a new key with a descriptive name (e.g. "Claude Plugin")
+4. Copy the key immediately — it is only shown once
+
+### What the MCP Server Exposes
+
+The FundOS MCP server exposes 24+ tools across all fund operations modules:
+
+| Module | Tools Available |
+|--------|----------------|
+| Deal CRM | `fundos_list_deals`, `fundos_get_deal`, `fundos_get_pipeline` |
+| LP Investor Portal | `fundos_list_lps`, `fundos_get_lp`, `fundos_create_capital_call` |
+| CFO Center | `fundos_list_fund_accounts`, `fundos_compute_pnl`, `fundos_compute_waterfall` |
+| Risk / Covenants | `fundos_list_covenants`, `fundos_check_covenant`, `fundos_list_risk_alerts` |
+| VDR | `list_deal_rooms`, `list_documents`, `search_documents`, `get_document_activity` |
+| Transactions | `fundos_list_transactions`, `fundos_draft_transaction` |
+| Pricer | `fundos_run_pricer` |
+
+All write operations (capital calls, covenant updates, document uploads) require human approval in the FundOS UI before taking effect. Agents propose — humans approve.
+
+## Installation
+
+### From Claude Code CLI
+
+```bash
+claude plugin marketplace add anthropics/financial-services
+```
+
+```bash
+claude plugin install fundos@claude-for-financial-services
+```
+
+### Alternative: the VantedgeAI marketplace
+
+Also published direct from the FundOS MCP developer hub:
+
+```bash
+claude plugin marketplace add 8vdx1/fundos-mcp
+```
+
+```bash
+claude plugin install fundos@vantedgeai
+```
+
+### Configure the MCP Connector
+
+In your project's `.mcp.json`:
+
+```json
+{
+  "mcpServers": {
+    "fundos": {
+      "type": "http",
+      "url": "https://fundos.vantedgeai.com/mcp",
+      "headers": {
+        "Authorization": "Bearer vdr_<your-api-key>"
+      }
+    }
+  }
+}
+```
+
+Or add via Claude Code settings for user-level access:
+
+```bash
+claude mcp add fundos https://fundos.vantedgeai.com/mcp
+```
+
+## Without the MCP Connector
+
+All commands work without a live FundOS connection. Claude will ask for the required inputs (LP list, financials, covenant definitions, etc.) and perform all calculations locally. The MCP connector adds:
+
+- Live fund data pull (no manual input needed)
+- Capital call creation routing to FundOS approval queue
+- Covenant breach alerts stored in FundOS risk dashboard
+- Document gap analysis against actual VDR contents
+
+## Example Usage
+
+**Capital call for a new investment:**
+```
+/fundos:capital-call Fund II — new investment in Stripe, calling 15% of uncalled commitments
+```
+
+**Quarterly LP report:**
+```
+/fundos:lp-report Acme Ventures Fund II Q1 2026
+```
+
+**European waterfall:**
+```
+/fundos:waterfall $85M proceeds, $40M LP capital invested, 8% preferred return, 20% carry
+```
+
+**Covenant check on a private credit portfolio company:**
+```
+/fundos:covenant-check PortCo Corp Q1 2026 — Total Leverage ≤5.0x, ICR ≥2.5x, Min Cash $5M
+```
+
+**LP exit announcement:**
+```
+/fundos:lp-update portfolio exit — Acme acquired for $120M, 4.2x MOIC, semi-formal tone
+```
+
+**Diligence checklist:**
+```
+/fundos:vdr-checklist Series B SaaS company — full diligence stage
+```
+
+**Fund snapshot:**
+```
+/fundos:fund-snapshot Acme Ventures Fund II
+```
+
+## Support
+
+- Documentation: [www.kela.com/llms.txt](https://www.kela.com/llms.txt) (LLM-optimized FundOS reference)
+- Full API docs: [www.kela.com/api/docs](https://www.kela.com/api/docs)
+- MCP server discovery: [www.kela.com/.well-known/mcp.json](https://www.kela.com/.well-known/mcp.json)
+- Support: support@kela.com
+
+## License
+
+MIT — see [LICENSE](LICENSE) for details.

plugins/partner-built/fundos/commands/capital-call.md

@@ -0,0 +1,103 @@
+---
+description: Draft a capital call notice with per-LP call amounts and wire instructions
+argument-hint: "[fund name or call percentage, e.g. 'Acme Fund II 20%']"
+---
+
+# Capital Call
+
+> This command uses the FundOS MCP server. See the [README](../README.md) for connection requirements.
+
+Draft a formal capital call notice, calculate each LP's call amount from their commitment, and produce a summary table ready for distribution.
+
+See the **capital-calls** skill for domain knowledge on notice formats, ILPA standards, and call mechanics.
+
+## Workflow
+
+### 1. Gather Inputs
+
+If the FundOS MCP is connected, call `fundos_list_lps` and `fundos_list_fund_accounts` to pull live fund and LP data. If not connected, ask the user for:
+
+- **Fund name** and vehicle (master fund, parallel, co-invest)
+- **LP list** with name, commitment amount, and currency for each LP
+- **Call percentage** — percentage of uncalled committed capital being called (e.g. 20%)
+- **Call purpose** — investment name, fund expenses, management fee, or other
+- **Notice date** — date the notice is issued
+- **Due date** — wire due date (typically 10 business days from notice)
+- **Wire instructions** — fund bank account name, bank, ABA/SWIFT, account number (or placeholder)
+- **Fund administrator contact** — name and email for LP queries
+
+### 2. Calculate Per-LP Call Amounts
+
+For each LP, compute:
+
+| LP Name | Total Commitment | Previously Called | Uncalled Balance | This Call % | This Call Amount |
+|---------|-----------------|-------------------|-----------------|-------------|-----------------|
+| LP 1    | $X,XXX,XXX      | $X,XXX,XXX        | $X,XXX,XXX      | XX%         | $XXX,XXX        |
+| ...     | ...             | ...               | ...             | ...         | ...             |
+| **Total** | **$X,XXX,XXX** | **$X,XXX,XXX**   | **$X,XXX,XXX**  | **XX%**     | **$XXX,XXX**    |
+
+Validate: each LP's call amount = uncalled balance × call percentage. Flag any LP near or at their full commitment.
+
+### 3. Draft the Capital Call Notice
+
+Use formal LP notice format:
+
+```
+[Fund Name]
+Capital Call Notice No. [X]
+Notice Date: [Date]
+Due Date: [Date]
+
+Dear [LP Name],
+
+Pursuant to Section [X] of the Limited Partnership Agreement dated [date], [Fund Name] (the "Fund")
+hereby calls capital contributions from the limited partners of the Fund.
+
+CAPITAL CALL DETAILS
+Fund: [Fund Name]
+Call Number: [X]
+Notice Date: [Date]
+Due Date: [Date]
+Purpose: [Investment in / Management Fee / Fund Expenses]
+
+YOUR CAPITAL CALL
+Commitment Amount:     $[X,XXX,XXX]
+Previously Called:     $[X,XXX,XXX]
+Uncalled Balance:      $[X,XXX,XXX]
+This Call ([XX]%):     $[XXX,XXX]
+Remaining Balance:     $[XXX,XXX]
+
+WIRE INSTRUCTIONS
+Beneficiary Name:      [Fund Name]
+Bank:                  [Bank Name]
+ABA / Routing:         [Number]
+Account Number:        [Number]
+SWIFT (international): [Code]
+Reference:             [LP Name] — Capital Call No. [X]
+
+Please wire your contribution by [Due Date] to the above account. Please send confirmation of
+payment to [admin contact email].
+
+Questions: Contact [Fund Admin Name] at [email].
+
+[GP Signature Block]
+```
+
+Generate one notice per LP, substituting their individual amounts.
+
+### 4. Output
+
+Return:
+1. **Summary table** — all LPs, commitments, call amounts, due date
+2. **Individual notices** — one formatted notice per LP (Markdown, ready to copy into PDF/email)
+3. **Total call amount** — aggregate across all LPs
+
+If FundOS MCP is connected, call `fundos_create_capital_call` for each LP after confirming with the user.
+
+## Important Notes
+
+- Capital call notices trigger real LP cash movements — always confirm amounts before issuing
+- Wire instructions should be verified against the fund's actual banking details before sending
+- ILPA 2025 format adds a standardized Excel attachment — mention this if the user has ILPA notices enabled in FundOS
+- Overdue capital contributions typically accrue interest per the LPA — note this if due date is tight
+- If LPs are in different currencies, convert at the spot rate on notice date and note the rate used