# LendingWise MCP connector Connecting LendingWise to Elaichi lets Claude, ChatGPT and Cursor look up loans, create and update loan files, assign brokers and loan officers, and check statuses, all within each person's own LendingWise access. Source: https://elaichi.ai/connectors/lendingwise/ ## Facts | | | | --- | --- | | Application | LendingWise | | Category | CRM | | AI tools | 32 | | Authentication | Connects with an API key | | Needs your own OAuth app | No | | MCP endpoint | https://api.elaichi.ai/mcp | | Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent | | Tools advertised by name | No. 32 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` | ## What you can ask once LendingWise is connected - Which loans are missing an assigned loan officer? - List properties added to loan 4521 this week. - Show branches with no broker assigned. ## Connect LendingWise in Elaichi This happens once for the organization, before any client is involved. 1. Open Connections, choose Add connection, and pick LendingWise. 2. Optionally set Share with, then press Connect. 3. Paste a LendingWise API key. One person generates a token in LendingWise and pastes it once. Everyone else works through Share with, and never sees it. Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which LendingWise tools are exposed, rename them, or freeze arguments before anyone points a client at it. ## Connect LendingWise to Claude Endpoint: https://api.elaichi.ai/mcp 1. Open Customize, then Connectors. 2. Press Add. 3. Name it, paste the MCP server URL, then Continue. 4. Sign in and approve. On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves. ## Connect LendingWise to ChatGPT Endpoint: https://api.elaichi.ai/mcp 1. Open Plugins, then press the + button. 2. Name it and paste the endpoint into Server URL. 3. Leave Authentication on OAuth, then tick the risk acknowledgement. 4. Press Create, then sign in and approve. Works on the web today. The plugin directory lives at chatgpt.com/plugins. ## Connect LendingWise to Cursor Endpoint: https://api.elaichi.ai/mcp 1. Open `~/.cursor/mcp.json`. 2. Add the endpoint under `mcpServers`. 3. Reload Cursor, then sign in and approve. Set up per machine, so repeat it on each computer you work from. ## Connect LendingWise to any MCP client Endpoint: https://api.elaichi.ai/mcp 1. Add the endpoint as a remote MCP server. 2. Sign in and approve. The Elaichi Agent already has these tools, with nothing to set up. ## What the consent screen decides Only Read is granted by default, which is not enough to call a LendingWise tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone. ## What teams do with LendingWise through Elaichi ### Catch the loan file up after a call Loan officers. Ask for the loan by its ID, update the fields the borrower changed, and add the new property they mentioned, without opening LendingWise and clicking through screens. ### Move loans through primary and sub statuses Processing. Pull every loan sitting in one status, work down the list, and update each one to the next primary or sub status as conditions clear. ### Put the right broker on each deal Broker relations. Look up a broker from your LendingWise list, assign them to a new loan, and swap or remove them when the relationship changes. ### Route new loans to the correct branch Branch management. Check which branch a loan is assigned to and move it when a file was started in the wrong place or a borrower relocates. ### Keep the team on each loan current Operations. List the employees and members working a loan, add a new processor, remove someone who has rolled off, or replace the whole roster after a reorganization. ### Start a loan file from a first conversation Management. Create a new loan in LendingWise with the right loan type and program, assign the loan officer, and hand it off in one ask. ## Frequently asked questions ### How do I connect LendingWise to Claude? First connect LendingWise in Elaichi, where you are asked for a LendingWise API key. There is no OAuth application to register and no client ID or secret to generate. Then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Sign in with your Elaichi account and your LendingWise loans are available in Claude. ### Does LendingWise work with ChatGPT and Cursor as well as Claude? Yes. Once LendingWise is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect LendingWise once and every client you use picks it up. ### What can an AI agent actually do with my LendingWise data? An agent can list your LendingWise loans, open one by ID, create a new loan, update its details, add properties and team members, and assign or change the branch, broker and loan officer on it. It can also look up your loan types, loan programs, primary and sub statuses and your broker list, so it can answer questions like which loans are in a given status. Short, concrete asks such as "assign broker Smith to loan 4412" work better than long multi-part sentences. ### Does connecting LendingWise give the AI everything in my LendingWise account? No. Every call runs as the person who signed in, so the agent sees only the LendingWise loans, brokers and branches that person can already reach. Elaichi can narrow that further by turning off specific actions for a team, but it can never widen access beyond what LendingWise itself allows that person. ### Can my team share one LendingWise connection? Yes. One person connects LendingWise with the API key and shares the connection with a team in Elaichi, and nobody else ever sees or handles that key. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person who created or updated a loan. ### Can I stop an agent from deleting or changing loans in LendingWise? Yes. Restrictions in Elaichi work per action, so you can allow reading and updating LendingWise loans while blocking deleting a loan or removing a member. A blocked action is never shown to Claude, ChatGPT or any other client, so no prompt, however worded, can reach it. ### What happens to a LendingWise connection when someone leaves? Offboarding a person in Elaichi ends their access to LendingWise through every client at once. If they connected LendingWise and shared it with a team, the shared connection keeps working for everyone else. Disconnecting LendingWise once in Elaichi removes it from Claude, ChatGPT, Cursor and every other client for everyone. ## All 32 LendingWise tools Every tool below is callable through https://api.elaichi.ai/mcp once LendingWise is connected, subject to the toolbox it is in and the restrictions on the caller. - **List all LendingWise loans** (List). List Lendingwise loan-file summaries with optional filters by broker, borrower, or loan officer. Returns: id, branchID, loanBrokerID, loanOfficerID, borrowerId, borrowerName, borrowerEmail, loanNumber, primaryStatusId, activeStatus, createdAt. Max 100 per page (default 25). - **Create a LendingWise loan** (Create). Create a new Lendingwise loan file with borrower, branch, loan type, program, and pipeline status. Returns the created loan including id, branchID, borrowerId, loanNumber, primaryStatusId, and createdAt. Required: branchID, fileType, loanProgram, primaryStatusId, borrower. - **Get single LendingWise loan by ID** (Get). Get a single Lendingwise loan file by its numeric id (LMRId). Returns: id, branchID, loanBrokerID, loanOfficerID, borrowerId, borrowerName, borrowerEmail, loanNumber, primaryStatusId, activeStatus, createdAt. Required: id. - **Update a LendingWise loan by ID** (Update). Update an existing Lendingwise loan file by id with a merge-patch — every field is optional, so send only the fields you want to change; move the pipeline status with primaryStatusId. Returns the updated loan including id, branchID, loanNumber, primaryStatusId, borrowerName, borrowerEmail, and createdAt. Required: id. - **LendingWise loans add properties** (Add). Add subject/collateral properties to a LendingWise loan file via POST. Returns the list of created property objects including propertyId and isPrimary. Required: loan_id. Multi-property supported; mark exactly one property as isPrimary — the primary property's address also mirrors onto the loan. - **LendingWise loans add members** (Add). Add members to a Lendingwise loan file. Returns an array of created member records, each including memberId (the id needed to later change or remove the member). Required: loan_id, entity. - **LendingWise loans delete member** (Delete). Remove a member from a LendingWise loan file by member id. Returns the updated loan file including its id, entity (with remaining members), primaryStatusId, loanNumber, and borrowerName. Required: loan_id, member_id. - **LendingWise loans get branch** (Get). Get the branch assigned to a loan file in Lendingwise. Returns the branch object on the loan file, or null when no branch is set. Required: loan_id. - **LendingWise loans assign branch** (Assign). Assign a branch to a loan file in LendingWise. Returns the branch now on this loan file, including its id. Required: loan_id, branchId. - **LendingWise loans get broker** (Get). Get the broker assigned to a Lendingwise loan file. Returns the broker's full profile including id, email, firstName, lastName, company, phone, phoneTollFree, and preferredCommunication, or null when no broker is set. Required: loan_id. - **LendingWise loans assign broker** (Assign). Assign a broker to a LendingWise loan file by providing the broker's numeric id. Returns the broker now on the loan file including id, firstName, lastName, and email. Required: loan_id, brokerId. - **LendingWise loans unassign broker** (Action). Remove the broker from a LendingWise loan file. Returns the broker that was taken off the loan file including id, firstName, lastName, and email. Required: loan_id. - **LendingWise loans get loan officer** (Get). Get the loan officer assigned to a Lendingwise loan file. Returns the loan officer's profile including id and additional attributes, or null when no officer is set. Required: loan_id. - **LendingWise loans assign loan officer** (Assign). Assign a loan officer to a Lendingwise loan file. Returns the loan officer now on the file, including its id. Required: loan_id, loanOfficerId. - **LendingWise loans unassign loan officer** (Action). Remove the loan officer from a Lendingwise loan file. Returns the loan officer that was taken off the file, including its id. Required: loan_id. - **LendingWise loans list employees** (List). List the back-office employees assigned to a LendingWise loan file. Returns each employee record with its id. Required: loan_id. - **LendingWise loans replace employees** (Action). Replace the complete list of back-office employees on a LendingWise loan file. Returns each employee record now on the file with its id. Required: loan_id, employeeIds. Send an empty array to remove all employees; any invalid id rejects the entire request. - **Delete a LendingWise loan by ID** (Delete). Archive a LendingWise loan file by its numeric id (LMRId). Returns: id. Required: id. - **List all LendingWise loan types** (List). List loan types configured for your company in Lendingwise. Returns: id, branchID, loanBrokerID, loanOfficerID, borrowerId, borrowerName, borrowerEmail, loanNumber, primaryStatusId, activeStatus, createdAt, moduleCode. The list can be empty. - **List all LendingWise loan programs** (List). List Lendingwise borrower-facing loan programs configured for your company. Returns: id, STCode. The list can be empty. - **LendingWise loan programs list internal** (List). List your company's internal loan programs in Lendingwise. Returns the company's internal lending programs, each identified by an STCode value used when setting a loan's `loanProgram` field during create or update. The list can be empty. No required parameters. - **List all LendingWise loan primary statuses** (List). List your company's top-level loan primary statuses in Lendingwise. Returns: id. The list can be empty; pass includeInactive to also return switched-off statuses, or fileType to narrow to statuses set up for a single loan type. - **List all LendingWise loan sub statuses** (List). List your company's loan sub-statuses in Lendingwise, optionally narrowed by category or loan type. Returns: id, categoryId, fileType. The list can be empty. - **List all LendingWise brokers** (List). List LendingWise brokers for your processing company. Returns each broker with id, email, firstName, lastName, company, phone, phoneTollFree, and preferredCommunication. Set includeInactive to true to include deactivated or archived records. - **Get single LendingWise broker by ID** (Get). Get a single LendingWise broker by its numeric id. Returns the broker's full profile including id, email, firstName, lastName, company, phone, phoneTollFree, and preferredCommunication. Required: id. - **LendingWise brokers create or update** (Create). Create or update a LendingWise broker, matched by email address. Returns the broker record including id, email, firstName, lastName, company, phone, and phoneTollFree. Required: email. phoneNumber writes the toll-free number and cellNumber writes the main contact number. - **List all LendingWise loan officers** (List). List loan officers in Lendingwise. Returns: id. Active records are returned by default; set includeInactive to true to also retrieve deactivated or archived records. An empty list is returned when you have none. - **Get single LendingWise loan officer by ID** (Get). Get a Lendingwise loan officer by numeric id, returning the officer's full profile. Returns: id, attributes. Required: id. - **List all LendingWise branches** (List). List LendingWise branches for your company. Returns: id. Set includeInactive to true to also retrieve deactivated or archived branches. - **Get single LendingWise branch by ID** (Get). Get a single Lendingwise branch by its numeric id — the same id the list branches endpoint returns. Returns: id. Required: id. - **List all LendingWise back office employees** (List). List back-office employees in LendingWise. Returns: id. Pass includeInactive=true to also retrieve deactivated or archived records; omit it for active records only. - **Get single LendingWise back office employee by ID** (Get). Get a single back-office employee by its numeric id in LendingWise. Returns the employee's full profile including id. Required: id.