SecureLend Underwriting MCP
An official MCP server for SecureLend's AI underwriting service that allows agents to open credit files, chase missing documents, screen sanctions, and draft cited underwriting memos for lenders. It supports resolving listed companies, reading filings, and scoring cases against packages, but does not approve loans.
Endpoint and access
No sign-in to connect and list tools. Individual tools may still need a vendor account, credentials, or permissions; check the documented prerequisites.
https://mcp.securelend.ai/v1/lender/mcpWhat you can do with it
- Draft a cited credit memo from a deal package
- Screen sanctions and chase missing documents
- Resolve listed company data and read filings
- Score a case against a lender's rubric
Source and maintenance
- Maintenance checked
Protocol and capabilities
- Server
- securelend-lender 1.0.0
- MCP protocol
- 2025-06-18
- Tools
- 14 advertised
- Resources
- Not advertised
- Resource templates
- Not advertised
- Prompts
- Not advertised
{
"tools": {
"listChanged": false
}
}Server-provided instructions
Untrusted server output shown for inspection. It is not Koskamo guidance and is excluded from knowledge search.
Tools
14 advertised
resolve_listed_company — Resolve listed company
Resolve a ticker, legal name, or CIK. Writes nothing. Returns one chosen company or the candidates.
{
"type": "object",
"required": [
"query",
"asOf"
],
"properties": {
"asOf": {
"type": "string",
"description": "YYYY-MM-DD"
},
"query": {
"type": "string"
}
},
"additionalProperties": false
}{
"readOnlyHint": true,
"openWorldHint": true,
"destructiveHint": false
}read_listed_company — Read listed company filing
Fetches the annual filing and attaches a citation to the open case when the company resolves uniquely. Ambiguous names write nothing.
{
"type": "object",
"required": [
"asOf"
],
"properties": {
"cik": {
"type": "string"
},
"asOf": {
"type": "string",
"description": "YYYY-MM-DD"
},
"query": {
"type": "string"
},
"caseId": {
"type": "string",
"description": "CaseSchema.id. Omit to open or reuse the filing case."
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": true,
"destructiveHint": false
}open_case — Open case
Open a case on the caller's tenant. Same record as New file. Ignores any tenant id in the arguments.
{
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Optional CaseSchema.id"
},
"email": {
"type": "string"
},
"source": {
"type": "string"
},
"legalName": {
"type": "string"
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": false,
"destructiveHint": false
}read_case — Read case
Read one case: status, loan id, facts, evidence ids, gaps, recommendation, document file names and types, pending jobs, memo id plus status, provenance, discrepancies, intake re-walk, auditor confirmation, debtor verification status, funding-batch summary with breaks and findings, and covenant reviews. No storage keys. Does not approve, fund, or send.
{
"type": "object",
"required": [
"caseId"
],
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
}
},
"additionalProperties": false
}{
"readOnlyHint": true,
"openWorldHint": false,
"destructiveHint": false
}walk_credit_file — Walk credit file (extract + spread)
Index documents on the open case, extract facts from the package (including image PDFs where supported), and spread financials into the case. Starts or returns the walk job already running. Does not draft the credit memo and does not approve a loan.
{
"type": "object",
"required": [
"caseId"
],
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": false,
"destructiveHint": false
}score_case_against_pack — Score case against underwriting pack
Score facts already on the open case against the active underwriting pack/rubric. Does not accept new facts in the arguments. Returns walk_pending while a file walk is still running. Does not approve a loan.
{
"type": "object",
"required": [
"caseId"
],
"properties": {
"event": {
"type": "string"
},
"caseId": {
"type": "string",
"description": "CaseSchema.id"
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": false,
"destructiveHint": false
}chase_missing_documents — Chase missing documents
Name every missing pack document and missing required number. Drafts a chase email when the file has a borrower email, and does not send it. Returns the existing draft when the same items are still missing.
{
"type": "object",
"required": [
"caseId"
],
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": false,
"destructiveHint": false
}screen_sanctions — Screen sanctions
Screen a name on the case with OpenSanctions. Same as Screen OpenSanctions. SANCTIONS or PEP. A missing key writes nothing and does not pass the file.
{
"type": "object",
"required": [
"caseId"
],
"properties": {
"name": {
"type": "string"
},
"caseId": {
"type": "string",
"description": "CaseSchema.id"
},
"checkType": {
"enum": [
"SANCTIONS",
"PEP"
],
"type": "string"
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": true,
"destructiveHint": false
}draft_memo_from_file — Draft memo from file
Draft a credit memo from the case file. Same CaseSchema.id as Draft from file. Uses SECURELEND_MODEL when it is not template, then a saved tenant model, otherwise the file template.
{
"type": "object",
"required": [
"caseId"
],
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": false,
"destructiveHint": false
}start_underwriting_package — Start underwriting package
Create a new underwriting package for a borrower and return deskUrl, dashboardUrl (hosted package page), and exportUrl (zip). Background checks may start automatically. Requires borrower, amount, currency, and security; a secured loan also needs a complete guarantee. Does not approve the loan. Human review remains required.
{
"type": "object",
"required": [
"borrower",
"amount",
"currency",
"security"
],
"properties": {
"amount": {
"type": "number"
},
"pricing": {
"type": "string"
},
"purpose": {
"type": "string"
},
"borrower": {
"type": "string",
"description": "Legal name, ticker, or both. NASDAQ: OPTX and a trailing (OPTX) are the listed issuer. A private company name returns connectUrl and sources."
},
"currency": {
"type": "string",
"description": "ISO currency code, for example USD."
},
"security": {
"enum": [
"unsecured",
"secured"
],
"type": "string"
},
"guarantees": {
"type": "array",
"items": {
"type": "object",
"required": [
"type"
],
"properties": {
"who": {
"type": "string"
},
"type": {
"enum": [
"personal_guarantee",
"corporate_or_parent",
"blanket_lien",
"asset",
"government_guarantee"
],
"type": "string"
},
"asset": {
"type": "string"
},
"limited": {
"type": "boolean"
},
"program": {
"type": "string"
}
}
}
},
"tenorMonths": {
"type": "number"
},
"amortisation": {
"type": "string"
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": true,
"destructiveHint": false
}read_package — Read underwriting package
Read an underwriting package. Does not re-run the checks. POST requires an OAuth bearer token with scope lender. Pass packageId or caseId for the caller's workspace.
{
"type": "object",
"properties": {
"caseId": {
"type": "string"
},
"packageId": {
"type": "string"
}
},
"additionalProperties": false
}{
"readOnlyHint": true,
"openWorldHint": false,
"destructiveHint": false
}register_financed_invoice — Register financed invoice
Register a financed invoice on the blind anti-fraud registry. Stores only a keyed HMAC token and registrar hash, never supplier, debtor, invoice number, or amount. Returns conflict when another lender already registered it.
{
"type": "object",
"properties": {
"amount": {
"type": "number",
"description": "Invoice face amount."
},
"caseId": {
"type": "string",
"description": "Optional CaseSchema.id to register a purchase row from Book."
},
"debtor": {
"type": "string",
"description": "Account debtor (bill_to) legal name."
},
"currency": {
"type": "string",
"description": "ISO currency code, for example USD or EUR."
},
"supplier": {
"type": "string",
"description": "Supplier or vendor legal name."
},
"purchaseId": {
"type": "string",
"description": "Optional purchase row id on the case."
},
"invoiceNumber": {
"type": "string",
"description": "Invoice number as printed."
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": false,
"destructiveHint": false
}check_invoice_financed — Check invoice financed status
Check whether an invoice has already been financed on the blind registry. Pass supplier, debtor, invoiceNumber, amount, and currency, or a token. Returns only financed (true or false), matchKind, ownRegistration, and token. Never returns lender identity or invoice details.
{
"type": "object",
"properties": {
"token": {
"type": "string",
"description": "Optional invtok_... blind token."
},
"amount": {
"type": "number",
"description": "Invoice face amount."
},
"debtor": {
"type": "string",
"description": "Account debtor (bill_to) legal name."
},
"currency": {
"type": "string",
"description": "ISO currency code, for example USD or EUR."
},
"supplier": {
"type": "string",
"description": "Supplier or vendor legal name."
},
"invoiceNumber": {
"type": "string",
"description": "Invoice number as printed."
}
},
"additionalProperties": false
}{
"readOnlyHint": true,
"openWorldHint": false,
"destructiveHint": false
}release_financed_invoice — Release financed invoice
Delete a financed invoice registration from the blind anti-fraud registry when the invoice is paid off or withdrawn. Only the registering workspace can delete its token.
{
"type": "object",
"properties": {
"token": {
"type": "string",
"description": "Optional invtok_... blind token to delete."
},
"amount": {
"type": "number",
"description": "Invoice face amount."
},
"caseId": {
"type": "string",
"description": "Optional CaseSchema.id to release a purchase row from Book."
},
"debtor": {
"type": "string",
"description": "Account debtor (bill_to) legal name."
},
"currency": {
"type": "string",
"description": "ISO currency code, for example USD or EUR."
},
"supplier": {
"type": "string",
"description": "Supplier or vendor legal name."
},
"purchaseId": {
"type": "string",
"description": "Optional purchase row id on the case."
},
"invoiceNumber": {
"type": "string",
"description": "Invoice number as printed."
}
},
"additionalProperties": false
}{
"readOnlyHint": false,
"openWorldHint": false,
"destructiveHint": false
}Prompts
Not advertised
Resources
Not advertised
30-day availability
Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.
- Successful checks
- 1 of 1 (100%)
- Average latency
- 787 ms
- 95th percentile latency
- 787 ms
Maintenance history
Public check and source-refresh events. Editorial and ownership records remain private.
- · probe · passed · 787 ms · metadata changed · 14 tool(s)
Connect from your client
Each snippet registers the same endpoint; pick the client you use.
Claude Code
claude mcp add --transport http securelend-underwriting-mcp https://mcp.securelend.ai/v1/lender/mcpCodex
codex mcp add securelend-underwriting-mcp --url https://mcp.securelend.ai/v1/lender/mcpCursor
{
"mcpServers": {
"securelend-underwriting-mcp": {
"url": "https://mcp.securelend.ai/v1/lender/mcp"
}
}
}Cline
{
"mcpServers": {
"securelend-underwriting-mcp": {
"type": "streamableHttp",
"url": "https://mcp.securelend.ai/v1/lender/mcp",
"disabled": false
}
}
}VS Code
{
"servers": {
"securelend-underwriting-mcp": {
"type": "http",
"url": "https://mcp.securelend.ai/v1/lender/mcp"
}
}
}Gemini CLI
gemini mcp add --transport http securelend-underwriting-mcp https://mcp.securelend.ai/v1/lender/mcpClaude Desktop
{
"mcpServers": {
"securelend-underwriting-mcp": {
"url": "https://mcp.securelend.ai/v1/lender/mcp"
}
}
}Windsurf
{
"mcpServers": {
"securelend-underwriting-mcp": {
"serverUrl": "https://mcp.securelend.ai/v1/lender/mcp"
}
}
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