FundGuard

FundGuard is an AI-powered, cloud-native investment accounting operating system for asset managers, asset owners, custodian banks and fund administrators. A single real-time accounting engine acts as the core system of record across Fund Accounting/ABOR, Investment Accounting/IBOR and Private Markets portfolio accounting, supporting mutual funds, ETFs, hedge funds, insurance products and pension funds with multi-book views (ABOR, IBOR, GAAP, tax, performance, currency and custom), shadow and contingent NAV, reconciliation, Report Studio and AI-driven anomaly detection with suggested resolutions. Founded 2018, headquartered in New York with offices in Dedham MA, Tel Aviv and London; backed by Citi, State Street, Key1 Capital, Blumberg Capital, Euclidean Capital, Hamilton Lane, LionBird and Team8, and running on AWS and Microsoft Azure. The platform is marketed as API-first for front- and middle-office integration with portfolio management systems, custodians, administrators and data providers, but as of this pass FundGuard publishes no public developer portal, API reference or machine-readable API contract — the customer knowledge base at kb.fundguard.com is behind a login and the product runs on per-tenant hosts.

FundGuard publishes 1 API on the APIs.io network. Tagged areas include investment-accounting, fund-accounting, ibor, abor, and nav.

FundGuard’s developer surface includes documentation, support, engineering blog, signup flow, YouTube channel, authentication, and 19 more developer resources.

26.3/100 emerging ▬ flat Agent 23/100 agent aware Full breakdown ↓
scored 2026-08-05 · rubric v0.9.1
1 APIs 1 MCP Servers
investment-accountingfund-accountingiborabornavasset-managementportfolio-accountingprivate-marketsfinancial-servicesfintechsaasartificial-intelligencemcp

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-08-05 · rubric v0.9.1
Composite quality — 26.3/100 · emerging
Contract Quality 0.0 / 25
Developer Ergonomics 7.0 / 20
Commercial Clarity 8.4 / 20
Operational Transparency 0.7 / 13
Governance 1.5 / 12
Discoverability 8.7 / 10
Agent readiness — 23/100 · agent aware
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 10
MCP Server 12 / 12
Machine-Readable Auth 10 / 10
Idempotency 0 / 9
Stable Error Semantics 0 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 4 / 4
Consent & Bot Identity 0 / 3
A2A Agent Card 0 / 8
Dry-Run / Simulate Mode 0 / 4
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/fundguard: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 1

Individual APIs this provider publishes, each with its own machine-readable definition.

FundGuard Website MCP Server

A Model Context Protocol server served from FundGuard's own corporate web host via the WordPress MCP adapter, advertised through RFC 8414 OAuth authorization-server metadata and...

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

fundguard-mcp.yml

MCP SERVER

Security Posture 2

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Fundguard Authentication

oauth2 · 1 scheme

SECURITY

Fundguard Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Fundguard Scopes

1 scope · authorizationCode

1 scopes

SCOPES

Resources

Get Started 1

Portal, sign-up, and the first successful call

Documentation 1

Reference material describing how the API behaves

Agent Surfaces 3

MCP servers, agent skills, and machine-readable catalogs

Design & Contract 2

Pagination, idempotency, versioning, errors, and events

Build 1

SDKs, sample code, and the tooling you integrate with

Access & Security 4

Authentication, authorization, and security posture

Learn 1

Tutorials, courses, talks, and written guidance

Operate 2

Status, limits, changes, and where to get help

Commercial 2

Pricing, plans, and the legal terms of use

Company 6

The organization behind the API

Other 2

Properties that don't map to a standard resource type

Source (apis.yml)

apis.yml Raw ↑
aid: fundguard
name: FundGuard
description: FundGuard is an AI-powered, cloud-native investment accounting operating system for asset managers, asset owners,
  custodian banks and fund administrators. A single real-time accounting engine acts as the core system of record across Fund
  Accounting/ABOR, Investment Accounting/IBOR and Private Markets portfolio accounting, supporting mutual funds, ETFs, hedge
  funds, insurance products and pension funds with multi-book views (ABOR, IBOR, GAAP, tax, performance, currency and custom),
  shadow and contingent NAV, reconciliation, Report Studio and AI-driven anomaly detection with suggested resolutions. Founded
  2018, headquartered in New York with offices in Dedham MA, Tel Aviv and London; backed by Citi, State Street, Key1 Capital,
  Blumberg Capital, Euclidean Capital, Hamilton Lane, LionBird and Team8, and running on AWS and Microsoft Azure. The platform
  is marketed as API-first for front- and middle-office integration with portfolio management systems, custodians, administrators
  and data providers, but as of this pass FundGuard publishes no public developer portal, API reference or machine-readable
  API contract — the customer knowledge base at kb.fundguard.com is behind a login and the product runs on per-tenant hosts.
image: https://www.fundguard.com/wp-content/uploads/2020/08/fundguard-logo-cropped.svg
url: https://raw.githubusercontent.com/api-evangelist/fundguard/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.21'
created: '2026-08-01'
modified: '2026-08-01'
tags:
- investment-accounting
- fund-accounting
- ibor
- abor
- nav
- asset-management
- portfolio-accounting
- private-markets
- financial-services
- fintech
- saas
- artificial-intelligence
- mcp
apis:
- name: FundGuard Website MCP Server
  description: A Model Context Protocol server served from FundGuard's own corporate web host via the WordPress MCP adapter,
    advertised through RFC 8414 OAuth authorization-server metadata and RFC 9728 protected-resource metadata at www.fundguard.com.
    Authorization is OAuth 2.1 authorization_code with PKCE (S256), public clients via client-id metadata documents, and a
    single `mcp` scope. tools/list returned HTTP 401 anonymously on 2026-08-01, so the tool set and input schemas require
    an authenticated introspection. This is the corporate/marketing site surface — it is NOT the FundGuard investment accounting
    platform API, which is not publicly documented.
  humanURL: https://www.fundguard.com/
  baseURL: https://www.fundguard.com/wp-json/mcp/mcp-oauth-server
  tags:
  - mcp
  - agent-native
  - oauth2
  properties:
  - type: MCPServer
    url: mcp/fundguard-mcp.yml
  - type: WellKnown
    url: well-known/fundguard-well-known.yml
  - type: Authentication
    url: authentication/fundguard-authentication.yml
  - type: OAuthScopes
    url: scopes/fundguard-scopes.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: DomainSecurity
  url: security/fundguard-domain-security.yml
- type: Website
  url: https://www.fundguard.com/
- type: Documentation
  url: https://www.fundguard.com/product/
- type: Support
  url: https://www.fundguard.com/contact-us/
- type: HelpCenter
  url: https://kb.fundguard.com/knowledge
- type: Blog
  url: https://www.fundguard.com/news/
- type: BlogRSS
  url: https://www.fundguard.com/feed/
- type: GitHubOrganization
  url: https://github.com/FundGuard
- type: SignUp
  url: https://www.fundguard.com/request-a-demo/
- type: TermsOfService
  url: https://www.fundguard.com/terms-of-use/
- type: PrivacyPolicy
  url: https://www.fundguard.com/privacy/
- type: CookiePolicy
  url: https://www.fundguard.com/cookie-policy/
- type: Compliance
  url: https://www.fundguard.com/digital-operational-resilience-act/
- type: LinkedIn
  url: https://www.linkedin.com/company/fundguard/
- type: Twitter
  url: https://twitter.com/FundGuard
- type: YouTube
  url: https://www.youtube.com/@FundGuardInsights
- type: Careers
  url: https://www.fundguard.com/careers/
- type: MediaKit
  url: https://www.fundguard.com/media-kit/
- type: WellKnown
  url: well-known/fundguard-well-known.yml
- type: MCPServer
  url: mcp/fundguard-mcp.yml
- type: Authentication
  url: authentication/fundguard-authentication.yml
- type: OAuthScopes
  url: scopes/fundguard-scopes.yml
- type: Conformance
  url: conformance/fundguard-conformance.yml
- type: Lifecycle
  url: lifecycle/fundguard-lifecycle.yml
- type: LLMsTxt
  url: llms/fundguard-llms.txt
x-secondary-market: https://forgeglobal.com/fundguard_stock/
x-contract-discovery:
  date: '2026-08-01'
  result: no-public-machine-readable-contract
  openapi: probed /openapi.json, /openapi.yaml, /swagger.json, /v1/openapi.json, /api/openapi.json, /swagger/v1/swagger.json,
    /api-docs, /docs, /redoc on www.fundguard.com, kb.fundguard.com and platform.fundguard.com - all 404 or unresolvable
  graphql: no /graphql surface found on any resolving host
  asyncapi: no event, streaming or webhook documentation published
  mcp: found - https://www.fundguard.com/wp-json/mcp/mcp-oauth-server (WordPress MCP adapter, OAuth-gated, tools/list 401
    anonymously)
  a2a: /.well-known/agent-card.json and /.well-known/agent.json returned 404 on every host
  hosts_enumerated_via: crt.sh certificate transparency (55 names) + DNS + sitemap
x-enrichment:
  date: '2026-08-01'
  status: enriched
  artifacts_added: 10
  pass: local-v1