Wefunder

Get one offering (a company's fundraising round) by its id (starts with ofr_), as returned by explore_offerings. Returns the same fields as explore_offerings for that single deal, including its `warnings` list (amount_raised and investor_count cover this offering only, not the company's other rounds). Not found if the connected user cannot see the offering.

get_offering

List syndicate members who invested in a specific deal. Returns each investor with their name, total amount invested (aggregated), and status (pending/confirmed). Sorted by amount descending. Each investor's email (visible to syndicate managers) is omitted unless include_contact_details is true; set it only when the user explicitly asks for contact information.

list_deal_investors

The company's posts on Wefunder — its Posts tab — as the connected user would see it: founder updates, notes, and spotlights, pinned first then newest, 20 per page, each with kind, title, a ~280-character excerpt, date, author, likes and comments, and the post's URL. Followers and investors see the community- and investor-only posts the site shows them; otherwise public posts only. Use get_company_update with a result's id for the full text. Good for "what has this company said lately" and, with list_followed_companies, for a watchlist digest. Posts are the founder's own words, not Wefunder's.

get_company_updates

The companies the connected user follows on Wefunder (their watchlist), newest first — the same rows as pressing Follow on a company page. Each has the company id (co_), name, tagline, Wefunder URL, logo, whether it is raising now, profile_available, and followed_at. Use it to scope any question to "my companies" / "what I'm watching"; hand ids to get_company or get_company_disclosures. Paginated (25 per page).

list_followed_companies

The company's Ask tab on Wefunder: questions investors asked and the founders' answers, as the connected user would see them. Each entry has the question (plain text), who asked and when, likes, whether the team highlighted it, answered_by_team, and the answers with who answered (team members are flagged) and when. Defaults to questions from the current raise, sorted the way the tab sorts (highlighted, then answered, then most liked); past_raises=true includes every raise. For diligence this is where founders answer candidly about runway, financing, and what is unproven — quote it as the founder's own words. 20 per page.

get_company_questions

List the companies the connected user is a founder or team member of — the companies the my_company_dashboard, list_company_investors, search_company_investors, find_investor_connections, get_investor_investments, and list_company_fundraises tools will accept. Returns each company's id (co_), name, tagline, Wefunder URL, the user's roles, and whether it is currently raising. Call this first when the user says "my company" and you do not yet have its id.

list_my_companies

List and filter investors connected to a company. Only for a company you are a founder or team member of (see list_my_companies); other companies return Access denied. Filter by role, location, tags, vehicle type, accreditation, and investment status. Returns full name, bio, email, role, investment amount, investment status, city, state, country, tags, accreditation, and more. Uses the same data source as the founder's investor directory page. Returns up to 50 entries per page. For text/name/bio search, use search_company_investors instead. Contact and identity fields (email, legal name, KYC status, precise coordinates, private notes) are omitted unless include_contact_details is true; set it only when the user explicitly asks for contact information.

list_company_investors

List all fundraises (campaigns) for a company. Only for a company you are a founder or team member of (see list_my_companies); other companies return Access denied. Returns each round's name, status (upcoming/open/closed/canceled), exemption ({family, subtype, label}), security ({type, label, terms}; null for a Testing-the-Waters round, see intended_security), goal, total raised, investor count, and dates. Paginated (25 per page); use the cursor from the response to get the next page.

list_company_fundraises

The connected user's own investment portfolio on Wefunder — one position per offering they hold, newest first, the same as their wefunder.com/portfolio page. Each position has the offering id (ofr_), company (co_ id, name), security (SAFE, note, equity, revenue share, fund/SPV interest), status (active, exited, sold, failed), invested_at, cost_basis_cents, current_value_cents, unrealized and realized gain in cents, return_multiple, shares_held and current_share_price where they apply, a per-security breakdown (early-bird tiers, personally vs entity-held), the companies a fund or SPV invested in under holdings, and as_of — when the figures were last computed. Money values are integer cents. Use it for "what have I invested in", "how is my portfolio doing", totals, or to look up what the user holds in a given company; hand offering ids to get_offering for the round's terms. This is a statement of record, not advice: never recommend buying, selling or holding. Paginated (25 per page). Requires the read:investments permission; if the connection lacks it you get a permission challenge to relay to the user.

list_my_investments

List all syndicates the user has access to. Returns name, slug, member count, deal count, and type. Paginated (25 per page); use the cursor from the response to get the next page.

list_syndicates

List all deals for a syndicate. Returns deal name, company (name, ID, URL, logo), status (upcoming/open/closed/canceled), amount raised, investor count, funding target, exemption ({family, subtype, label}), security ({type, label, terms}), min/max investment, description, and dates (created, started, closed). Paginated (25 per page); use the cursor from the response to get the next page.

list_deals

List members of a syndicate. Can filter by role, search by name or bio, filter by location, and sort. Returns user name, role, title, bio, interests (sector tags like AI, healthcare, fintech), stage preferences (seed, series_a, etc.), looking_for goals, city, state, country, social links (LinkedIn, Twitter, website), investment totals, and deal count. Location data respects user privacy settings. Moderators also see: email, accredited (boolean), legal_name, starred (boolean — whether the manager has starred this member), and private_tags (labels assigned by managers, e.g. 'high-value'). Returns up to 25 members per call; use the cursor from the response to get the next page. Contact and identity fields (email, legal name, KYC status, precise coordinates, private notes) are omitted unless include_contact_details is true; set it only when the user explicitly asks for contact information.

list_members

The founder dashboard for one of YOUR OWN companies (one you are a founder or team member of): investor count, lifetime total raised on Wefunder, number of rounds, follower count, and website — the same aggregate tiles the company's manage page shows. Use this for totals instead of paginating investors. Only works for companies returned by list_my_companies; for any other company use get_company.

my_company_dashboard

List the connected user's own recent actions (audit events) on this syndicate — member invites, updates, deal changes, and API access they performed or that connected apps performed for them. It is the caller's history filtered to the syndicate, not a feed of everything every member did. Use it for 'what have I / my connected apps done here recently?'.

list_activity

One company post in full (plain text), by the id a get_company_updates result carries. Same visibility as the list: a post the site would not show the connected user is Not found. Posts are the founder's own words, not Wefunder's.

get_company_update

Report concrete friction you hit while using Wefunder tools to accomplish the user's goal: a missing filter, field, or action; a confusing or ambiguous result; a workaround you had to improvise (such as fetching every page and filtering yourself). Call it after finishing the user's request, once per distinct gap. Do not call it for ordinary successful requests, praise, or speculative feature ideas. Describe the goal abstractly — never include names, emails, or other details about the user.

report_mcp_friction

Search Wefunder companies by name — the same results, in the same order, that the search bar on wefunder.com shows for that text. Returns every kind of company the site would list: currently raising or funded in the past, whether or not it appears on explore_offerings. Each result has the company id (co_), name, tagline, Wefunder URL, logo, and whether it is raising now. Hand the id to get_company for the full page (raising or funded); profile_available is false only in the rare case the company no longer clears the site's public bar, in which case give the user its url instead. Ordering is the site's search ordering, not a recommendation. Use this when the user names a company ("help me look at Acme") and you do not have its id.

search_companies

Search a company's Ask tab on Wefunder for questions already asked about a topic, and their answers. Matches question and answer text (each result says which matched), ranked by relevance, same visibility as get_company_questions. Always call this before drafting or suggesting a question for a company: if the topic is already covered, quote the existing question and its answer (or note that it is still unanswered) instead of proposing a duplicate. Defaults to the current raise; past_raises=true searches every raise, which matters because a past-raise answer still answers the question.

search_company_questions

Search company investors by name, bio, expertise, or any natural language query. Only for a company you are a founder or team member of (see list_my_companies); other companies return Access denied. Uses semantic search (AI-powered) to find relevant investors. Returns full profile data including name, bio, email, investment amount, location, tags, and a relevance explanation for each match. Use this instead of list_company_investors when the founder asks to find investors with specific backgrounds, expertise, or characteristics. Contact and identity fields (email, legal name, KYC status, precise coordinates, private notes) are omitted unless include_contact_details is true; set it only when the user explicitly asks for contact information.

search_company_investors

Show the user a visual carousel of Wefunder offerings (company, tagline, instrument, amount raised vs target, investors, link to the deal page). Same objective filters and sort as explore_offerings; renders up to 8 cards in the order Wefunder returns them. Use this when the user wants to see or browse deals; use explore_offerings when you need the data without a visual.

show_offerings

Unfollow a company for the connected user — the same as un-pressing Follow on its Wefunder page. Deletes the saved follow. Idempotent; follow_company can create a new follow, but does not restore the original record. Only do this when the user asks. Requires the write:follows permission; if the connection lacks it you get a permission challenge to relay to the user.

unfollow_company

Check whether this Wefunder connection is signed in and, if so, as whom: the user's name, username, email, and profile URL; whether they edit a company or run a syndicate (which decides whether the founder and syndicate tools apply to them); and the connection's effective permissions. Call it when the user asks which account is connected, or before an account-specific request when you are unsure the user has signed in. Works without signing in — signed_in will be false.

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