MCP server · nCino
ncino-mcp.yml
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Documentation
Documentation link · transport
Tools
run_aus— Submit a loan application to Desktop Underwriter or Loan Product Advisor; returns finding status asynchronouslyfetch_aus_history— Retrieve the AUS order log including status, recommendation, provider and submission detailslist_loans— Retrieve paginated loan records with optional filters (org, officer, borrower, type, purpose, active status)get_loan— Fetch a single loan by IDcreate_loan— Establish a new loan record with officer, number, type, purpose, amount, dates, rates and property infoupdate_loan— Modify loan details including terms, rates, occupancy, buyer status, comments and property datalist_loan_borrowers— Display paginated borrowers on a specified loanget_loan_borrower— Retrieve an individual borrower recordcreate_loan_borrower— Add a borrower with name, contact, marital status, DOB, SSN and address detailsupdate_loan_borrower— Modify borrower personal and contact informationlist_loan_applications— Retrieve paginated loan applications with optional filtersget_loan_application— Fetch a loan application by IDcreate_loan_application— Initiate a new loan application with borrower and property dataupdate_loan_application— Update loan application borrower and property detailssend_borrower_welcome_email— Transmit a welcome message to a borrower accountlist_partners— Display a loan officer's partners with paginationget_partner— Retrieve partner details by IDcreate_partner— Add a partner with name, email, phone, title and addressupdate_partner— Modify partner information and branding preferencesenable_partner— Reactivate a disabled partnerdisable_partner— Deactivate partner accesssend_partner_invite— Dispatch an invitation email to a partnerlist_loan_officers— Retrieve paginated loan officers with optional filtering by organization, email, admin status or active statusget_loan_officer— Fetch a single loan officer by IDcreate_loan_officer— Add a new loan officer with contact, address and professional detailsupdate_loan_officer— Modify existing loan officer informationpromote_loan_officer— Elevate a loan officer to organization admin roledemote_loan_officer— Remove admin privileges from a loan officerdisable_loan_officer— Deactivate a loan officer with optional borrower/partner reassignmentenable_loan_officer— Reactivate a disabled loan officerchange_loan_officer_org— Transfer a loan officer to a different organization (company, region or branch)send_loan_officer_welcome_email— Dispatch a welcome email to a loan officerlist_team_members— Retrieve paginated team members filtered by role, email or active statusget_team_member— Fetch a single team member by IDcreate_team_member— Add a new team member with role assignmentupdate_team_member— Modify team member detailsdisable_team_member— Deactivate a team memberenable_team_member— Reactivate a disabled team memberchange_team_member_org— Move a team member to another organization levelsend_team_member_welcome_email— Send a welcome email to a team memberget_my_company— Retrieve the authenticated user's companylist_organizations— Retrieve paginated regions or branches with optional state filteringget_organization— Fetch a specific region or branch by IDcreate_organization— Establish a new region or branchupdate_organization— Modify region or branch detailslist_loan_officer_state_licenses— Retrieve paginated licenses for a loan officerget_loan_officer_state_license— Fetch a specific loan officer license by IDcreate_loan_officer_state_license— Add a state license to a loan officerupdate_loan_officer_state_license— Modify loan officer license informationlist_organization_state_licenses— Retrieve paginated licenses for an organizationget_organization_state_license— Fetch an organization's specific licensecreate_organization_state_license— Add a state license to an organizationupdate_organization_state_license— Modify organization license detailslist_partners— Retrieve paginated partners for a loan officer with filtering optionsget_partner— Fetch a specific partner by IDcreate_partner— Add a new partner with contact and branding preferencesupdate_partner— Modify partner informationenable_partner— Reactivate a disabled partnerdisable_partner— Deactivate a partnersend_partner_invite— Send an invitation email to a partnerget_job— Check the status of an asynchronous operation by job ID
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