MCP Radar
MCP Server

Fundz

io.github.Fund-z/fundzwatch
Business & Operations Finance & Investing Sales & CRM Public & reachable MCP 2025-11-25

What this MCP does

Identifies funded and hiring companies, financing and refinancing opportunities, brokers, lenders, benefit plans, and executive money-in-motion signals.

Capabilities

Tools

7 tools
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.
Read only Open world Idempotent
Input schema 
{'type': 'object', 'properties': {'q': {'type': 'string', 'description': 'Company name search'}, 'state': {'type': 'string', 'description': '2-letter US state filter'}}}
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.
Read only Open world Idempotent
Input schema 
{'type': 'object', 'properties': {'q': {'type': 'string', 'description': "Broker name search (e.g. 'Lockton')"}, 'page': {'type': 'number', 'description': 'Page (50/page). Default: 1'}, 'state': {'type': 'string', 'description': '2-letter US state filter'}}}
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.
Read only Open world Idempotent
Input schema 
{'type': 'object', 'properties': {'q': {'type': 'string', 'description': 'Company name search'}, 'state': {'type': 'string', 'description': "2-letter US state filter (e.g. 'CA')"}}}
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.
Read only Open world Idempotent
Input schema 
{'type': 'object', 'properties': {'q': {'type': 'string', 'description': "Lender name search (e.g. 'Wells Fargo')"}, 'page': {'type': 'number', 'description': 'Page (50/page). Default: 1'}}}
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.
Read only Open world Idempotent
Input schema 
{'type': 'object', 'properties': {'q': {'type': 'string', 'description': 'Company name search'}, 'state': {'type': 'string', 'description': "2-letter US state filter (e.g. 'CA')"}}}
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.
Read only Open world Idempotent
Input schema 
{'type': 'object', 'properties': {'q': {'type': 'string', 'description': 'Company name search'}, 'state': {'type': 'string', 'description': '2-letter US state filter'}}}
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.
Read only Open world Idempotent
Input schema 
{'type': 'object', 'properties': {'q': {'type': 'string', 'description': 'Company name search'}, 'state': {'type': 'string', 'description': '2-letter US state filter'}}}
History

Recent tool changes

Added
get_broker_directory
Sept. 17, 2026, 12:41 p.m.
Added
get_lender_directory
Sept. 17, 2026, 12:41 p.m.
Added
get_benefit_plans_in_play
Sept. 17, 2026, 12:41 p.m.
Added
get_stacked_borrowers
Sept. 17, 2026, 12:41 p.m.
Added
get_refinancing_windows
Sept. 17, 2026, 12:41 p.m.
Added
get_money_in_motion
Sept. 17, 2026, 12:41 p.m.
Added
get_funded_and_hiring
Sept. 17, 2026, 12:41 p.m.
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