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FundzWatch

oo-fundzwatch

FundzWatch (fundzwatch.ai). Use this skill for ANY FundzWatch request — reading, creating, and updating data. Whenever a task involves FundzWatch, use this skill instead of calling the API directly.

SKILL.md

FundzWatch

Operate FundzWatch through your OOMOL-connected account. This skill calls the fundzwatch connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Running an action

Assume the user has already installed the oo CLI, signed in, and connected FundzWatch. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

oo connector schema "fundzwatch" --action "<action_name>"

2. Run the action with a JSON payload that matches the input schema:

oo connector run "fundzwatch" --action "<action_name>" --data '<json>' --json
  • --data takes a JSON object string or @path/to/file.json; omit it to send {}.
  • The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action’s live schema with oo connector schema to get its authoritative input fields.

Available actions

  • add_to_watchlist — Add one or more company domains to the connected FundzWatch account’s watchlist. Requires a FundzWatch API key. [write]
  • get_benefit_plans — Get recently funded companies with benefit-plan filings, renewal timing, participant counts, and incumbent carrier evidence. No API key is required; anonymous results may be a limited preview.
  • get_brokers — Search the FundzWatch benefits broker-of-record directory derived from Form 5500 Schedule A filings. No API key is required; Fundz attribution and licensing metadata is returned with the results.
  • get_events — Get recent FundzWatch business events, including funding rounds, acquisitions, executive hires, contracts, and product launches. Requires a FundzWatch API key.
  • get_funded_and_hiring — Get score-ranked companies with a verified recent funding round and live hiring evidence. No API key is required; anonymous results may be a limited preview.
  • get_lenders — Search the FundzWatch UCC secured-party directory ranked by filing activity and lapsing-soon exposure. No API key is required; Fundz attribution and licensing metadata is returned with the results.
  • get_market_brief — Get the current FundzWatch AI-generated strategic intelligence brief and its referenced companies. Requires a FundzWatch API key.
  • get_market_pulse — Get the FundzWatch market activity overview with recent funding, acquisition, executive-move, contract, and product-launch aggregates. Requires a FundzWatch API key.
  • get_money_in_motion — Get companies combining a recent executive move with recent funding, highlighting wealth and benefits money-in-motion moments. No API key is required; anonymous results may be a limited preview.
  • get_renewal_radar — Get companies whose active UCC-1 liens approach their lapse dates, identifying potential refinancing windows. No API key is required; anonymous results may be a limited preview.
  • get_scored_leads — Get FundzWatch leads scored against the connected account’s ideal customer profile, including buyer intent and outreach guidance. Requires a FundzWatch API key.
  • get_stacked_borrowers — Get companies with active secured debt from multiple distinct lenders and recent UCC activity. No API key is required; anonymous results may be a limited preview.
  • get_usage — Get the connected FundzWatch API key’s current tier, usage counters, and limits. Requires a FundzWatch API key.
  • get_watchlist — List the companies tracked by the connected FundzWatch account. Requires a FundzWatch API key.
  • get_watchlist_events — Get recent business events for companies on the connected FundzWatch account’s watchlist. Requires a FundzWatch API key.

Safety

  • Untagged actions are reads (get / list / search) — safe to run directly.
  • Actions tagged [write] change FundzWatch state — confirm the exact payload and effect with the user before running.
  • Actions tagged [destructive] remove or overwrite data — always confirm the target and get explicit approval first.

First-time setup

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

  • oo: command not found — install the oo CLI (other platforms: https://cli.oomol.com/install-guide.md):

    curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux
    
    irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell
    
  • Not signed in / authentication error — sign in to your OOMOL account once:

    oo auth login
    
  • scope_missing / credential_expired / app_not_ready / app_not_found — FundzWatch is not connected, or the connection expired or lacks a scope. Connect once (auth type: API key) at:

    https://console.oomol.com/app-connections?provider=fundzwatch
    
  • HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

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