# Fundraising OS: assistant setup guide

## Task
Configure the user’s MCP client without overwriting other connections. Verify by initializing, listing 49 tools and calling raise_brief. Reading this document is not a connection.

## Endpoint and auth
https://capital.thinginn.com/mcp
Streamable HTTP. Authorization: Bearer <individual API key>.
Request pilot access using https://capital.thinginn.com/#access. There is no automatic key issuance. Never paste keys into chat, logs or repositories. Use a secure client environment variable FUNDRAISING_API_KEY. Keys are individually revocable.

## Claude Code
claude mcp add --transport http fundraising-os https://capital.thinginn.com/mcp --header "Authorization: Bearer ${FUNDRAISING_API_KEY}"

Example client JSON: https://capital.thinginn.com/client-example.json
Other clients must support Streamable HTTP with custom Authorization headers; environment expansion varies by client.

## Verify
Initialize with an MCP SDK client. tools/list must return 49 tools. tools/call raise_brief with {"company":{"name":"Example (fictional)","description":"Inventory planning for retailers"}} must return structuredContent.mode deterministic_and_prompt plus markdown, prompt, computed, records, assumptions, missing and warnings.

## Workflow and limits
raise runs the 48 deterministic tools and assembles their writing prompts in six-stage order. The client assistant executes writing prompts separately. No model invocation happens on this server. This is a prompt/specification workflow plus computed maths, not autonomous fundraising.
All input is typed JSON. Convert user-supplied CSV and document excerpts in the client; no server upload or investor discovery. Investor records stay unverified and carry supplied source URL/date when present. Never invent a missing source. All outreach and conversations use email or written Q&A. Never suggest phone/video interactions or social automation. Drafts only; sending is out of scope. Respect opt-outs and review contact permission. No delivery or response guarantees.
Money assumes one currency. Single simplified pre-money SAFE only; no option-pool increase or other convertibles. Legal and financial outputs are decision support, not professional advice.

## Tools by stage

### Prep
- raise_brief: Define the round
- round_size: Calculate funding needed
- instrument: Compare financing instruments
- use_of_funds: Allocate the round
- milestones: Define what the round buys
- timeline: Plan backwards from close
- data_room: Organize diligence materials
- cap_table: Model ownership and dilution

### Story
- one_liner: Explain the business in ten words
- deck: Outline twelve evidence-led slides
- memo: Outline a two-page investor memo
- why_now: Explain the timing
- traction: Put measurable progress first
- market_size: Build bottom-up market estimates
- competition: Map real alternatives
- demo_script: Prepare an asynchronous product walkthrough

### Investors
- fund_finder: Filter supplied fund records
- angel_finder: Find fits among supplied angels
- family_offices: Map supplied family-office records
- thesis_match: Score thesis alignment
- deploy_signal: Inspect recent investment evidence
- partner_pick: Select relevant supplied partners
- cheque_size: Compare ticket evidence
- conflicts: Identify supplied competing bets

### Outreach
- intro_writer: Draft a concise first email
- warm_path: Map permission-based email introductions
- forwardable: Draft a forwardable email note
- follow_up: Draft the next three email touches
- get_seen: Plan useful email-first visibility
- teaser: Draft a three-line summary
- update_email: Draft a factual investor update
- sequence: Schedule respectful email follow-up

### Written conversations
- call_brief: Prepare an email-thread brief
- question_bank: Prepare fifty written diligence questions
- objections: Draft evidence-based written answers
- mock_vc: Run a written investor Q&A
- recap: Summarize a written investor exchange
- next_step: Agree the next written action
- pipeline: Classify supplied investor progress
- momentum: Communicate genuine progress

### Close
- term_sheet: Explain supplied terms
- valuation: Model supplied valuation scenarios
- diligence_qa: Organize written diligence answers
- lead_hunter: Qualify supplied lead candidates
- allocation: Reconcile round commitments
- legal_brief: Prepare a brief for counsel
- close_plan: Track signatures through cleared funds
- announce: Draft an accurate funding announcement

## Troubleshooting
401: missing, incorrect or revoked key. Request a replacement from the operator through the access form.
429: back off; MCP limit is 120 requests/minute per key, access form 5/hour per IP.
Invalid input: inspect tools/list inputSchema and use real ISO dates, nonnegative amounts and positive valuations. Every tool requires company.name and company.description.
No results: provide investor records; this service does not fetch investors.
Tool errors: check typed inputs and missing facts; do not fabricate replacements.
Health: https://capital.thinginn.com/api/health (public, not an auth test).
Access requests are stored privately for operator review; submitting does not send an email. No owner email is published.