CreditPolicy MCP
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Endpoint
Hosted endpoint · transport streamable-http
Connect
This is a remote MCP server — point an MCP client at the endpoint URL. Clients with native remote support (Claude, Cursor, VS Code, …):
For stdio-only clients (older Claude Desktop, etc.), bridge with mcp-remote:
If the server requires authentication, add the provider's token/header (e.g. an X-API-Key) per its docs. A quick reachability check:
Tools
search_policy— Search every lender policy in the CreditPolicy library and get the exact wording back, cited.list_lenders— See which lenders are covered before asking.compare_lenders— Put two to four lenders side by side on the same question.assess_scenario— Run a whole deal across the panel and see who's likely to approve.list_clients— Find any of your clients by name, business, email or ABN.get_client— Pull the full client file into the conversation: financials, people, companies, trusts, relationships and scenarios.list_client_entities— See every separate person, company and trust linked to the client file.create_client_entity— Add a separate person, company or trust without flattening it into the primary client.link_client_entity— Reuse an existing person, company or trust in another client file without merging records.create_client_relationship— Record an explicit director, shareholder, trustee, beneficiary or other supported relationship.update_client_entity— Update an existing person, company or trust without replacing the rest of the record.update_client_relationship— Update supported relationship details such as ownership percentage, primary flag or start date.create_client— Create a client from what you tell it, including income, debts and property.update_client— Update an existing client, changing only the fields it's told to change.add_client_financials— Fill in a client's income, liabilities, property and business details later.set_scenario_participants— Choose exactly which client records are involved in one scenario and in what role.list_deals— See what's on for a client, or across your whole book.create_deal— Open a deal against a client, so the conversation is filed with it.update_deal— Move a deal along: submitted, approved, settled.
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