Fundz

io.github.Fund-z由 GitHub 帳號 Fund-z 發布v1.2.4更新於 Oct 25, 2026

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

發布方自己的服務:Fundz Agent API

已驗證Streamable HTTP可網頁執行金融資料與分析商業與電商

概覽

AI 產生的概覽

FundzWatch 讓助理取得即時商業事件情報:募資、高階主管異動、UCC 留置權與福利計畫申報,以及放款方與經紀商名錄。

可以做什麼
尋找近期募資且正在招募的公司,或近期有高階主管異動並有募資的公司(資金流動訊號)。
適用情境
當你需要對公司進行潛在客戶開發或市場情報時使用:募資且招募的目標、再融資窗口、多頭借貸企業、福利計畫機會,或放款方與經紀商名錄。
執行需求
以遠端 Streamable HTTP 端點執行,或透過 npx 作為本機 npm 套件執行(需 Node.js)。七個免金鑰工具無需帳號;帶金鑰工具需要 Fundz Pro 或 Strategic 席次及 FUNDZWATCH_API_KEY 環境變數。
安裝前請注意
帶金鑰工具需要付費的 Fundz Pro 或 Strategic 席次和 FUNDZWATCH_API_KEY 金鑰,請勿將金鑰放入共用設定。追蹤清單工具會新增、移除和追蹤公司,會變更已存資料。結果為摘要,UCC 涵蓋範圍僅限加州和科羅拉多州。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Fundz,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.Fund-z%2Ffundzwatch/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "fundz": {
      "type": "http",
      "url": "https://mcp.fundz.net/"
    }
  }
}

README

FundzWatch MCP Server

[npm version] [License: MIT] [Node]

Listed on

[npm] [Smithery] [Cline Marketplace] [awesome-mcp-servers] [Glama]

The key-less AI-agent gateway to FundzWatch answer sections — real-time business-event intelligence via the Model Context Protocol.

Give Claude, Cursor, Windsurf, Cline, or any MCP client live access to verified funding rounds, executive moves, UCC refinancing windows, Form 5500 benefit-plan signals, and AI-scored leads matched to your ICP.

7 of the 14 tools work with no API key, no signup, and no account — point your agent at the server and it returns live, daily-rescored "answer section" data on the first run, each row carrying the Fundz page that supports it. The other 7 (AI-scored leads, watchlists, full event feeds) need a Fundz Pro or Strategic seat.

Hosted assistants (ChatGPT, Claude.ai, Gemini, Grok) — no install

This package is stdio: your client spawns it as a local subprocess, which hosted assistants cannot do. For those, point the client at the remote endpoint instead — no key, no signup, no account:

https://mcp.fundz.net

Add it as a custom connector / MCP server URL. It speaks Streamable HTTP (protocol 2025-06-18, negotiating back to 2024-11-05) and serves the same seven key-less tools.

Quick Start

Option A — npx (Claude Desktop, Cursor, Windsurf, Cline)

No install needed. Add this to your client's MCP config:

json
{  "mcpServers": {    "fundzwatch": {      "command": "npx",      "args": ["-y", "@fundzwatch/mcp-server"],      "env": {        "FUNDZWATCH_API_KEY": "fundz_test_your_key_here"      }    }  }}

Config file locations for Claude Desktop:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
  • Linux: ~/.config/Claude/claude_desktop_config.json

The env block is optional. Omit it entirely and the 7 key-less tools still return live data. The keyed tools (AI-scored leads, watchlists, full event feeds) require a Fundz Pro or Strategic seat — see fundz.net/pricing.

For Cursor / Windsurf / Cline, use the same block under their MCP settings (the inner "fundzwatch": { ... } object).

Option B — Smithery (hosted, one-click)

FundzWatch is live on Smithery: smithery.ai/servers/fundzwatch/fundzwatch-mcp

bash
npx -y @smithery/cli install @fundzwatch/mcp-server --client claude

Then just ask

  • "Which companies raised in the last year and are hiring right now?" (no key)
  • "Show me UCC liens lapsing in the next 12 months in California." (no key)
  • "Find recently funded companies with a Form 5500 plan and a named carrier." (no key)
  • "Get my AI-scored leads with buyer-intent above 70." (key)
  • "Track stripe.com and github.com and alert me on new events." (key)

Tools (14)

Key-less — no API key required

Live teasers off the Fundz answer sections (top results + cohort size, re-scored daily). California + Colorado UCC coverage.

ToolWhat it answers
get_funded_and_hiringCompanies funded in the last 12 months and actively hiring — the strongest buying window, scored daily.
get_refinancing_windowsCompanies whose UCC-1 liens lapse within 12 months (Renewal Radar) — dated refinancing windows.
get_stacked_borrowersCompanies with active secured debt from 2+ distinct lenders — second-position / consolidation targets.
get_benefit_plans_in_playRecently funded companies with a DOL Form 5500 plan: renewal timing, headcount-vs-plan gap, incumbent carrier.
get_money_in_motionCompanies with a recent exec move and recent funding — the wealth-advisor "money in motion" moment.
get_lender_directoryDirectory of 8,600+ UCC secured parties ranked by filing volume, with lapsing-soon exposure.
get_broker_directoryDirectory of 65,000+ benefits brokers (Form 5500 Schedule A), ranked by filings carried, with commission volume.

Keyed — require FUNDZWATCH_API_KEY

ToolWhat it answers
get_scored_leadsAI-scored sales leads matched to your ICP, with buyer intent, buying stage, and recommended outreach.
get_eventsReal-time business events: funding, acquisitions, exec hires, government contracts, product launches.
get_market_pulseMarket activity overview: funding totals, acquisitions, exec moves, contracts, launches (7d / 30d).
get_market_briefToday's AI-generated strategic intelligence brief on the most important market movements.
manage_watchlistAdd, remove, or list tracked companies; tracked companies generate new-event alerts.
get_watchlist_eventsRecent events for the companies on your watchlist.
get_usageCheck your API usage, limits, and current tier.

What is FundzWatch?

FundzWatch.ai is the AI-agent front door to Fundz's verified business-event intelligence — funding rounds, acquisitions, executive moves, government contracts, hiring signals, UCC liens, and DOL Form 5500 benefit-plan filings, fused into cross-dataset "answer sections" that no single-source lookup reproduces. Everything is re-scored daily.

  • Key-less answer sections — point an agent at the server and get live data on day one, no signup.
  • AI-scored leads — companies scored against your ICP with buyer-intent and outreach guidance (Pro or Strategic seat).
  • Cross-dataset cohorts — funded-and-hiring, money-in-motion, refinancing windows, benefit-plans-in-play.
  • Who-finances-whom — lender (8,600+) and broker (65,000+) directories from UCC and Form 5500.

The 7 key-less tools need nothing at all. Keyed tools require a Pro or Strategic seat: fundz.net/pricing.

The full scored feeds, ICP filters, contact data, and daily alerts live in the Fundz app — app.fundz.net, Strategic plan ($149/mo).

Built by Fundz — millions of business events analyzed since 2017.

Tutorials

License

MIT

來源:README.md,提交 1051bf8

工具

7

get_funded_and_hiring

Funded & Hiring Now

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.

輸入參數qstate

get_money_in_motion

Money in Motion

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.

輸入參數qstate

get_refinancing_windows

Renewal Radar (UCC refinancing windows)

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.

輸入參數qstate

get_stacked_borrowers

Stacked Borrowers

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.

輸入參數qstate

get_benefit_plans_in_play

Benefit Plans in Play

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.

輸入參數qstate

get_lender_directory

Lender Directory

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.

輸入參數qpage

get_broker_directory

Broker Directory

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.

輸入參數qpagestate

版本歷史

1
  1. v1.2.4最新Sep 16, 2026

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