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Your fund’s back office

Operator works on the investors, books, documents and deals your team already runs the fund from, and nothing changes until you approve it.

Talk to a human$npx @allocator-one/operator

Why Operator

Fund admin by spreadsheet

An administrator works from its own copy of your fund, so every request means waiting for a spreadsheet, checking it against your records and chasing what’s missing outside the system you run the fund on.

Operator works on your record directly. It looks things up, proposes the exact changes, applies what you approve, then checks the result.

Fund admin today

  1. 1Email the administrator
  2. 2Wait for a spreadsheet
  3. 3Re-key it into your tools
  4. 4Chase what’s missing
  5. 5Reconcile it by hand

With Operator

  1. 1Ask for the outcome
  2. 2Operator reads your record
  3. 3Review the exact change
  4. 4Approve it
  5. 5Operator applies and checks it

How it works

Three ways to use Operator

The app, the terminal and your own agent reach the same Operator, with the same rights and approvals, and every change lands on your fund’s record.

  • AppAsk in Infra OneChat, or press Run as job
  • CLIoperator runFrom your shell, scripts or CI
  • MCPYour own agentAny MCP client, under your login
OperatorPlans the work, uses the tools, waits for your approval and checks the result.
  • Changes land on your recordInvestors, books, documents and deals
  • Plans that keep runningSteps that wait on dates and sign-offs
  • Every step on fileWho asked, who approved, what changed

Live demo

Quarter close from a terminal

Watch the quarter close get created and released from a terminal, then run in the app as each step finishes.

operator — larkspur
operator — larkspur

You approve every change

Operator looks before it acts, shows you exactly what it wants to change, and checks the result after it lands.

operator — larkspur

Plans that run for weeks

Write the quarter as one plan, with steps for Operator and your team in order and the waits between them.

Operator in fifteen seconds

Operator and your team

Six short films on working with Operator, where every go-ahead belongs to the person who owns it.

CLI & MCP

Use Operator from your terminal

Install the CLI, log in once in the browser and run Operator from your shell, scripts or CI, or give your agent the same commands.

operator — zsh

  • # Start a job and follow it

    $operator run "Chase LPs missing a W-8BEN" --watch

  • # Create a plan, held until you release it

    $operator plan create --file q3-close.yaml

  • # Release it with a budget

    $operator plan release 4f2a91 --spend-budget-cents 20000

  • # See what needs you

    $operator jobs --status waiting

  • # Find the right tool

    $operator tools search "capital call"

Your agentoperator · MCP
  • runStart a job
  • jobs_listWhat’s running and what needs you
  • plan_createDraft a held plan
  • plan_releaseRelease it with a budget
  • gate_setTick a sign-off
  • tools_searchFind the right tool

Install with npx @allocator-one/operator · add it to any MCP client with operator mcp

Every tool

402 tools for Operator

Operator can use every tool on your fund, from CRM search to capital calls and data-room publishing, with the rights each has in the app and your approval on every write.

Browse the tools
  • CRM108

    46 reads · 62 writescrm.party.search

  • Funds & capital69

    55 reads · 14 writesfunds.capital_call.draft

  • Portfolio & reporting62

    59 reads · 3 writesportfolio.performance.read

  • Dealflow & network46

    40 reads · 6 writesdealflow.selection_case.get

  • Communications & events43

    30 reads · 13 writescommunications.email.send

  • Platform & people29

    18 reads · 11 writesplatform.team.list

  • Hiring26

    15 reads · 11 writeshiring.candidate_list.search

  • Ledger & expenses10

    9 reads · 1 writeledger.book.review

  • Documents & data rooms9

    8 reads · 1 writedocuments.dataroom.publish

402 tools in all

Reads Writes, each approved

Operator’s limits and controls

Operator works for a person in your organization, with that person’s rights, inside budgets your admins set.

The rights of the person asking
Operator acts for the person who asked, or who released the plan, and checks their access again at every step. Guests can’t start jobs.
Exact approval for every write
An approval covers one exact set of changes. If anything in it changes, the approval no longer applies and Operator asks again.
Each change read back after it’s applied
Each change is read back from the record after it’s applied. A partial or unknown outcome is shown as exactly that.
Monthly and per-plan budgets
Admins set a monthly budget for the organization, and each plan carries its own. Operator stops starting work when either runs out.
Stop any job or plan
Hold a plan, cancel a job, or switch Operator off for your organization. Approvals never carry over to new work.
Each job’s data stays in one organization
Every job, plan and result belongs to one organization. What Operator reads stays in the job’s room, out of search and out of other organizations.

More on Operator

Four views of Operator

Each page covers one part of how Operator works.

Works with

Products that run on the same login and record.

Common questions

  • No. Reading is automatic; writing isn’t. Every change waits for approval from you or someone you’ve delegated to, and only that exact change goes through.

  • No. Everything works in the app, and the CLI and the MCP server are there for teams who want to script Operator or drive it from their own agents.

  • Any agent that speaks MCP. Add Operator’s MCP server and your agent gets the same commands as the CLI, under your login and your rights.

  • Every job and plan shows an estimate before it starts, and runs inside the budget you give it and your organization’s monthly cap.

  • Operator retries it with what went wrong in hand, up to the plan’s retry budget. If it still fails, that branch stops, the owner is notified, and independent steps carry on.

Hand Operator your back office

Operator does the work on your fund’s record, and nothing changes until you approve it.

Talk to a human