SecureLend Underwriting
Open a credit file, chase gaps, screen sanctions, draft a cited memo. Person decides.
我該用這個嗎
品質與安全性
根據工具定義與協定合規性的自動化分析。
上下文成本
這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高，可用於其他工作的注意力就越少。
安裝
一鍵安裝
將以下內容加入你的 `claude_desktop_config.json` 檔案：
{
"mcpServers": {
"lender": {
"url": "https://mcp.securelend.ai/v1/lender/mcp"
}
}
}遠端端點
https://mcp.securelend.ai/v1/lender/mcpstreamable-http它能做什麼
工具清單
工具（11）
🟢resolve_listed_company(query, asOf)
Resolve a ticker, legal name, or CIK. Writes nothing. Returns one chosen company or the candidates.
輸入結構描述
{
"type": "object",
"properties": {
"query": {
"type": "string"
},
"asOf": {
"type": "string",
"description": "YYYY-MM-DD"
}
},
"required": [
"query",
"asOf"
],
"additionalProperties": false
}🟡read_listed_company(query, cik, asOf, caseId)
Fetches the annual filing and attaches a citation to the open case when the company resolves uniquely. Ambiguous names write nothing.
輸入結構描述
{
"type": "object",
"properties": {
"query": {
"type": "string"
},
"cik": {
"type": "string"
},
"asOf": {
"type": "string",
"description": "YYYY-MM-DD"
},
"caseId": {
"type": "string",
"description": "CaseSchema.id. Omit to open or reuse the filing case."
}
},
"required": [
"asOf"
],
"additionalProperties": false
}⚪open_case(id, legalName, email, source)
Open a case on the caller's tenant. Same record as New file. Ignores any tenant id in the arguments.
輸入結構描述
{
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Optional CaseSchema.id"
},
"legalName": {
"type": "string"
},
"email": {
"type": "string"
},
"source": {
"type": "string"
}
},
"additionalProperties": false
}🟢read_case(caseId)
Read one case: status, facts, evidence ids, gaps, recommendation, document file names and types, pending jobs, and memo id plus status. No storage keys.
輸入結構描述
{
"type": "object",
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
}
},
"required": [
"caseId"
],
"additionalProperties": false
}🟢walk_credit_file(caseId)
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.
輸入結構描述
{
"type": "object",
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
}
},
"required": [
"caseId"
],
"additionalProperties": false
}⚪score_case_against_pack(caseId, event)
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.
輸入結構描述
{
"type": "object",
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
},
"event": {
"type": "string"
}
},
"required": [
"caseId"
],
"additionalProperties": false
}🟡chase_missing_documents(caseId)
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.
輸入結構描述
{
"type": "object",
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
}
},
"required": [
"caseId"
],
"additionalProperties": false
}⚪screen_sanctions(caseId, name, checkType)
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.
輸入結構描述
{
"type": "object",
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
},
"name": {
"type": "string"
},
"checkType": {
"type": "string",
"enum": [
"SANCTIONS",
"PEP"
]
}
},
"required": [
"caseId"
],
"additionalProperties": false
}⚪draft_memo_from_file(caseId)
Draft a credit memo from the case file. Same CaseSchema.id as Draft from file. Uses the tenant model when one is saved, otherwise the file template.
輸入結構描述
{
"type": "object",
"properties": {
"caseId": {
"type": "string",
"description": "CaseSchema.id"
}
},
"required": [
"caseId"
],
"additionalProperties": false
}🟡start_underwriting_package(borrower, amount, currency, security, guarantees, ...)
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.
輸入結構描述
{
"type": "object",
"properties": {
"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."
},
"amount": {
"type": "number"
},
"currency": {
"type": "string",
"description": "ISO currency code, for example USD."
},
"security": {
"type": "string",
"enum": [
"unsecured",
"secured"
]
},
"guarantees": {
"type": "array",
"items": {
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"personal_guarantee",
"corporate_or_parent",
"blanket_lien",
"asset",
"government_guarantee"
]
},
"who": {
"type": "string"
},
"limited": {
"type": "boolean"
},
"asset": {
"type": "string"
},
"program": {
"type": "string"
}
},
"required": [
"type"
]
}
},
"purpose": {
"type": "string"
},
"tenorMonths": {
"type": "number"
},
"amortisation": {
"type": "string"
},
"pricing": {
"type": "string"
}
},
"required": [
"borrower",
"amount",
"currency",
"security"
],
"additionalProperties": false
}🟢read_package(packageId, caseId)
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.
輸入結構描述
{
"type": "object",
"properties": {
"packageId": {
"type": "string"
},
"caseId": {
"type": "string"
}
},
"additionalProperties": false
}社群
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