CRM
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.
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How it connects. Connects with an API key. The credential goes into a vault nobody reads back.
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One address. https://api.elaichi.ai/mcp, the same for every user.
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Their own access. An agent never gets more than the person it acts for.
32 tools
How to connect
How to connect LendingWise to Claude, ChatGPT or Cursor
Two steps, about a minute.
In Elaichi
Connect LendingWise once
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Open Connections, choose Add connection, and pick LendingWise.
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Optionally set Share with to give a team access, then press Connect.
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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.
The credential is vaulted. Nobody reads it back, not even the AI.
Add connection
Choose a connector.
In your AI client
Point it at one endpoint
Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.
Connect LendingWise to Claude
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1
Open Customize, then Connectors.
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2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
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
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1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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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
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1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
3
Reload Cursor, then sign in and approve.
~/.cursor/mcp.json
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
Set up per machine, so repeat it on each computer you work from.
Connect LendingWise to any MCP client
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1
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
2
Sign in and approve.
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
The Elaichi Agent already has these tools, with nothing to set up.
Use cases
What teams do with LendingWise through Elaichi
Every one of these runs inside the access the person already has, and lands in the same audit log.
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Loan officers
Catch the loan file up after a call
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.
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Processing
Move loans through primary and sub statuses
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.
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Broker relations
Put the right broker on each deal
Look up a broker from your LendingWise list, assign them to a new loan, and swap or remove them when the relationship changes.
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Branch management
Route new loans to the correct branch
Check which branch a loan is assigned to and move it when a file was started in the wrong place or a borrower relocates.
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Operations
Keep the team on each loan current
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.
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Management
Start a loan file from a first conversation
Create a new loan in LendingWise with the right loan type and program, assign the loan officer, and hand it off in one ask.
Try asking
- “Which loans are missing an assigned loan officer?”
- “List properties added to loan 4521 this week.”
- “Show branches with no broker assigned.”
AI tools
LendingWise tools for your AI agents
32 tools are ready to call through Elaichi's MCP endpoint the moment you connect LendingWise, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
No tools match your search.
See it in Elaichi
What connecting LendingWise gets you
6 screens from the product, each doing one job for your LendingWise account.
The agent
Ask LendingWise questions, get real loan answers.
Type a question in plain language and pull live loan records straight from LendingWise.
- loans
- properties
- branches
- brokers
Ask Elaichi to work across your apps.
Which loans are missing an assigned loan officer?
List properties added to loan 4521 this week.
Show branches with no broker assigned.
Also runs in Claude, ChatGPT or Cursor
MCP clients
One endpoint connects every client to LendingWise.
Claude, ChatGPT and Cursor reach LendingWise through one governed org endpoint, no SDK or shared key.
ElaichiMCP clientsClaude
ChatGPT
Cursor
Copy the endpoint
Tool catalog
32 LendingWise tools, ready with no code.
Loans, properties, branches, brokers and officers, all covered without writing custom code.
- List all LendingWise loans
- Create a LendingWise loan
- Get single LendingWise loan by ID
- Update a LendingWise loan by ID
ElaichiToolsToolboxes
Every team gets its own LendingWise toolbox.
Origination, underwriting and servicing each work from a toolbox scoped to their role.
- Origination
- Underwriting
- Servicing
- Broker Relations
ElaichiToolboxesShared connections
Teammates use LendingWise without seeing credentials.
The connections table shows who connected each account and how many teams and members share it.
- Retail Lending
- Wholesale
- Broker Channel
- Servicing West
ElaichiConnectionsAudit log
Every LendingWise call is logged and traceable.
The audit log records when, who, what happened, type and resource for every action.
- When
- Who
- What happened
- Type
ElaichiAudit logLaunching soon
From answering questions to doing the work
A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.
Automations
A schedule starts real work in LendingWise.
A trigger pulls loans, groups them, drafts a digest, and waits for a person to approve before posting back.
LendingWise digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
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✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch loans
LendingWise
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Michael Brennan
Approve Deny -
Post the digest
LendingWise
Queued
Collections and dashboards
LendingWise numbers, refreshed on a schedule.
Four metrics and a 14 day chart of loans created, broken down by team, no model involved.
LendingWise health
Refreshed 4 minutes ago · every 15 minutes · from the loans collection
Loans
1,284 ↓ 12%
Properties
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Loans created
Last 14 days
By team
Share of activity
Retail Lending 34%
Wholesale 27%
Broker Channel 21%
Servicing West 18%
Related connectors
More from the catalog
FAQ
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 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.
Put LendingWise in front of your team
Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.