Fundz Agent API MCP - SEC-Filing-Linked Sales Triggers¶

Remote MCP server (Streamable HTTP, API key) - a hosted sales trigger intelligence endpoint from Fundz LLC (fundz.net) that answers the hardest outbound question - why reach out to this company, today - with dated evidence where every item links back to the SEC filing or announcement it came from. The agent gets a reason to call and the proof behind it, so a rep can open the source before anything is sent.

Server type: Remote (Streamable HTTP)
Auth: API key via X-Fundz-Key header (Authorization Bearer and X-Api-Key also accepted); initialize and tools/list are keyless
Endpoint: https://api.fundz.net/v1/agent/mcp
Tools: 4 (why_now, events_for_icp, watchlist_diff, predicted_next)
Pricing: Metered at $0.06 per unit with a $25/month minimum; Platform tiers at 50k / 150k / 400k units
Category: Sales
Built by: Fundz LLC (app.fundz.net)

Why This Matters for Operators¶

Outbound teams burn hours hunting for a reason to reach out, then send generic emails that read like every other vendor's. Fundz inverts that: the agent starts from dated evidence - a fresh Form D funding round, an 8-K event - and every item carries a source_kind label (sec_filing or press_or_news) plus the link to the filing itself. A rep can open the primary source before a single word is sent.

The honesty contract is the differentiator: when there is no event in your window, the server returns an empty answer instead of inventing a reason to call, and last_event tells you when the most recent one actually was. It also does not touch contact or people data - no scraped emails, no guessed names - which keeps the tool compliant with the way modern outbound stacks are built.

Coverage is funding (SEC Form D parsed from EDGAR, plus announcements) and SEC 8-K filings. events_for_icp builds a list from scratch against an ideal-customer profile, and watchlist_diff polls up to 400 of your own domains so a long-running agent only hears about what moved.

Tools & Capabilities¶

Tool	Purpose
`why_now`	One company's dated evidence, each item linked to its source filing or announcement. Costs 1 unit.
`events_for_icp`	Companies matching an ideal-customer profile that have had recent funding or 8-K events, ranked with evidence. `min_signals` filters for companies with several signals at once. Hard-capped at 100 rows per call, cursor-paged.
`watchlist_diff`	A book of up to 400 domains and a cursor - returns only what moved since. The endpoint to poll. 0.1 units per company checked.
`predicted_next`	FundzScore v3 forecast of what a company may do next (raise, be acquired, acquire, hire an executive). Explicitly experimental: treat `lift` as a ranking aid, not a validated rate.

The live tool list was probe-verified keyless: events_for_icp carries readOnlyHint, idempotentHint and openWorldHint annotations, and accepts industries, states, employee-band, lookback_days (default 90) and min_signals filters.

Installation¶

claude mcp add fundz-agent-api --transport http https://api.fundz.net/v1/agent/mcp --header "X-Fundz-Key: YOUR_KEY"

Discovery is keyless - initialize and tools/list need no credential, so a client can inspect the server before a key is handed over. Only tools/call requires the key.

Configuration¶

{
  "mcpServers": {
    "fundz-agent-api": {
      "type": "http",
      "url": "https://api.fundz.net/v1/agent/mcp",
      "headers": {
        "X-Fundz-Key": "YOUR_KEY"
      }
    }
  }
}

Keys come from the quickstart at app.fundz.net/agent-api. Docs live at github.com/Fund-z/agent-api-docs with runnable examples at github.com/Fund-z/agent-examples.

Business Relevance¶

SDR and AE teams get a why-now reason with a primary source link for every account they work, instead of stale intent-data scores.
Founders and GTM leaders poll a 400-domain watchlist for funding and 8-K movement among their ICP and competitors.
Agencies running outbound for clients swap generic sequences for trigger-anchored messaging that cites the actual filing.
Investor relations and BD teams track portfolio-adjacent events without reading EDGAR by hand.

Integration with CorpusIQ¶

Fundz feeds directly into CorpusIQ's lead pipeline: the lead tracker polls watchlist_diff on the domains already in the pipeline, and when a tracked company shows a new funding or 8-K event, the CorpusIQ agent writes a trigger-anchored outreach note into the contact timeline before the first email is drafted. events_for_icp runs as a discovery sweep ahead of cold outreach campaigns, and its evidence links get pasted into the research dossier CorpusIQ builds for each prospect - so the SDR opens the conversation with the filing, not a template. The tool's no-contact-data stance means it complements the enrichment CorpusIQ already runs rather than duplicating it.

Limitations¶

Brand new listing (published Sep 2026) - no public track record yet.
Metered pricing with a $25/month minimum; costs accrue per call and per company checked.
Coverage is funding and 8-K only - no hiring, contact or people signals by design.
predicted_next is explicitly experimental and labelled as such by the vendor.
No self-host option - this is a hosted API only.