MCP Vault Server

mcp-vault-server/ provides 15 tools for real-time Obsidian vault integration via the Model Context Protocol.

Transport

• Protocol: MCP over stdio
• REST API: HTTP on 127.0.0.1:3001 (configurable via MCP_VAULT_API_PORT)
• Vault path: ~/FundAdmin-AI-Vault/ (direct filesystem access — no REST auth, no network dependencies)

Both the MCP stdio transport and the HTTP API run in a single process (index.js).

Install

claude mcp add fundadmin-vault -s user node mcp-vault-server/index.js

MCP Tools (15)

Tool	Description
vault_write_review	Create review with frontmatter including investors: field
vault_add_kanban_card	Add card to a Kanban board
vault_close_review	Mark review as completed
vault_archive_reviews	Quarterly archival of completed reviews
vault_move_kanban_card	Move card between Kanban columns
vault_review_status	List reviews by status
vault_read_investor	Read investor note
vault_list_funds	List all funds with frontmatter
vault_query_tracker	Query tracker registries by fund/investor
+ 6 additional tools	Wire, compliance, obligation, performance tracking

REST API Endpoints

The HTTP server on port 3001 provides:

• POST /api/review/status — update review status
• POST /api/kanban/add — add Kanban card
• POST /api/kanban/move — move Kanban card
• GET /api/kanban/check — check card existence

Review Lifecycle

new → under-review → action-required → completed → archived

Status is tracked via YAML frontmatter status: field in each review file.

Watcher

mcp-vault-server/watcher.js handles:

• PDF classification (filename + magic-byte content sniff)
• Non-LPA document archiving (10-K reports, bank statements, IRS forms → Archive/_NonFundDocuments/)
• Post-review tracking pipeline (8 hooks chained automatically)

Post-Review Hooks

After each review, the watcher automatically chains:

1. wire-registry.js + wire-extractor.js — wire instruction change detection
2. capital-tracker.js — cumulative capital calls, distributions, unfunded commitments
3. compliance-tracker.js — risk flag extraction with macOS notifications for High Risk
4. investor-tracker.js — LP registry with cross-fund exposure tracking
5. obligation-tracker.js — side letter obligation deadlines
6. performance-tracker.js — fund performance snapshots
7. auto-reconcile.js — detects reconcilable document pairs
8. skill-chains.js — suggests next /fund commands based on document type
9. json-sidecar.js — writes .json alongside each .md review

Inbox Watcher (Worker)

apps/worker/src/inbox-watcher.ts runs on a 30-second tick inside the background worker process. It:

1. Scans ~/FundAdmin-AI-Vault/Inbox/ for LPA files not yet reviewed
2. Calls /api/review/trigger on the webapp
3. The webapp runs apps/web/src/lib/review-pipeline.ts (Anthropic SDK, not claude CLI)
4. Review markdown lands in vault; status flips pending → reviewed

The mcp-vault-server/watcher.js handles classification, archiving, and post-review tracking for non-LPA document types.

Additional Registry Modules

Populate with node mcp-vault-server/<module>.js --populate:

Module	Purpose
kyc-tracker.js	KYC/AML document collection per investor
covenant-tracker.js	Debt covenant compliance with threshold proximity
regulatory-tracker.js	Regulatory filing calendar with deadline tracking
mfn-tracker.js	MFN election tracking with cascade risk analysis

Obsidian Vault Structure

/fund vault-init creates ~/FundAdmin-AI-Vault/ with:

• 7 Dataview-powered dashboards
• 9 Kanban boards
• 7 templates (daily/weekly/monthly/quarterly)
• 3 Metadata Menu FileClasses (Fund, Investor, Review)
• 12 review subfolders