AI-powered assistants for managing Anduin fund subscriptions and data rooms. Works with both Claude Code (for developers) and Cowork (for everyone).
For fund managers and operations teams:
- Review LP orders — check subscription status, form completeness, and compliance
- Browse fund dashboards — see fund reports, commitment summaries, and activity logs
- Manage order tags — tag and organize orders across your fund
- Invite fund managers — add team members to fund manager groups
- Check AML/KYC — review compliance status for investors
- Assist with forms — help fill or correct subscription form fields
- Read documents — convert subscription documents and spreadsheets to readable text using OCR
- Visualize data — see charts, tables, and form-style summaries as interactive widgets (in apps that support them)
For deal teams and anyone managing shared documents:
- Create and organize data rooms — set up new rooms, create folder structures
- Manage participants — invite, remove, or change roles (Admin, Member, Contributor, Observer)
- Search and browse files — find documents and navigate folder structures
- View analytics — see who's accessing what, activity trends, and engagement metrics
- Read documents — convert PDFs, images, and spreadsheets to readable text using OCR
- Visualize data — see engagement charts, file/participant tables, and summaries as interactive widgets (in apps that support them)
Cowork (desktop app):
Follow Anthropic's guide to using plugins in Cowork. When adding a marketplace, use anduintransaction/anduin-plugin.
Claude Code (terminal):
/plugin marketplace add anduintransaction/anduin-plugin
/plugin install anduin@anduin-marketplace
After installing, restart the app. On first use, a browser window opens for you to sign in with your Anduin credentials. After that, authentication is handled automatically — no tokens or passwords to manage.
The plugin connects to Anduin Production (US) by default. No additional setup is needed.
You'll be asked to approve access scopes:
| Scope | What it allows |
|---|---|
fundsub:read |
View fund subscription data (orders, forms, documents) |
fundsub:write |
Make changes to subscriptions (update forms, tags, invite managers) |
fundsub:admin |
Full administrative access to fund subscriptions (currently unlocks no tools beyond fundsub:write) |
dataroom:read |
View data rooms (files, participants, analytics) |
dataroom:write |
Routine data room changes (create rooms and folders, rename, invite users, restore deleted files) |
dataroom:admin |
Destructive data room actions (archive rooms, delete files/folders, remove users, change roles) |
mcp:render |
Show interactive charts, tables, and forms as visual widgets (display-only) |
Approve whichever scopes match the work you need to do. Scopes are hierarchical within each family — admin includes write, write includes read. You only see tools relevant to your approved scopes. The visual widgets from mcp:render appear in apps that support them (Claude Code, Cowork); elsewhere you still get the same data as text.
Just describe what you need in plain language. The right assistant activates automatically:
Fund subscriptions:
- "Show me the fund report for Venture Fund III"
- "Which LPs have incomplete forms?"
- "Compare the commitment amounts across all LPs"
- "Tag these orders as reviewed"
- "Invite john@acme.com as a fund manager"
- "Check AML status for the LP orders in Close 2"
- "Read the subscription agreement for Acme Capital"
- "Chart the commitment totals by close"
- "Show the orders as a table"
Data rooms:
- "List all my data rooms"
- "Create a data room for the Series B deal"
- "Invite sarah@example.com as an Admin to the Acme data room"
- "Organize the files into folders by document type"
- "Show me the activity analytics for this data room"
- "Who has access to our deal room?"
- "Show me the contents of the NDA document"
- "Chart the most-viewed files in this data room"
- "Show the participants as a table"
| Problem | What to do |
|---|---|
| Anduin MCP not showing | Reinstall the plugin and restart the app. |
| "Unauthorized" or login issues | Your session may have expired. Restart the app to sign in again. |
| "Insufficient scopes" error | You need broader permissions. Restart and approve additional scopes when prompted, or ask your admin for access. Destructive data room actions (archive, delete, remove users, change roles) specifically require the dataroom:admin scope. |
| Tools not showing up | Check that the server is connected (in Claude Code: run /mcp). You only see tools matching your approved scopes. |
Need help? Ask Claude: "How do I connect to Anduin?"
Run inside Claude Code or Cowork:
/plugin marketplace update
Advanced configuration, plugin structure, and local development
The plugin defaults to Production (US). To connect to a different environment, remove and re-add the MCP server in Claude Code:
claude mcp remove anduin
claude mcp add --transport http anduin <environment-url>Available environments:
| Environment | URL |
|---|---|
| Production (US) (default) | https://mcp.anduin.app/mcp |
| Production (EU) | https://mcp.eu.anduin.app/mcp |
| Staging | https://mcp-staging.anduin.dev/mcp |
| Minas Tirith (daily bounce) | https://minas-tirith.anduin.dev/mcp |
| Local Development | http://gondor-local.io:8080/mcp |
To revert to Production US, just reinstall the plugin — it will restore the default.
/plugin add ./plugins/anduin
anduin-plugin/
├── .claude-plugin/
│ └── marketplace.json # Marketplace manifest
├── plugins/anduin/
│ ├── .claude-plugin/
│ │ └── plugin.json # Plugin manifest
│ ├── .mcp.json # MCP server config (Production US)
│ ├── agents/
│ │ ├── dataroom-agent.md # Data Room autonomous agent
│ │ └── gp-assistant.md # GP Assistant autonomous agent
│ └── skills/
│ ├── dataroom/
│ │ └── SKILL.md # Data Room domain knowledge
│ └── gp-assistant/
│ └── SKILL.md # GP Assistant domain knowledge
├── LICENSE
└── README.md
| Platform | Supported | Notes |
|---|---|---|
| Claude Code (terminal) | Yes | All server URLs work, including local dev |
| Cowork (desktop app) | Yes | Connects to Production automatically |
MIT License. See LICENSE for details.