Addy AI
Claude connectorCommunityWork your mortgage pipeline from Claude: loans, processing checklists, missing documents and borrower document requests.
Addy AI helps mortgage loan officers and processors work their loan pipeline from Claude.
- See your pipeline, find a loan by borrower, address or loan number, and open its details.
- Check the processing checklist, Addy's income, credit and asset findings, the underwriting review and lender guidelines.
- See which documents are missing and request them from the borrower by email, text message or both. Every request is shown for review first, and nothing is sent until you approve it.
- Follow up on requests: what the borrower uploaded, what is still outstanding, whether the text was delivered and when the borrower opened the request in the Addy portal.
- Turn a prequalification conversation into a borrower record and loan file, after you review them.
Addy only shows loans your Addy account can access. The first time you connect, you confirm your Addy account and organization. Addy never makes lending decisions and never moves money.
Addy AI is #7,715 of 11,065 Claude connectors by popularity.
- Tools
- 30
exposed by this connector
Movement
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Rank by popularity
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Trending score
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services1,087th of 1,486 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1085 | 3,170 | — | 810places down | |
| 1086 | 3,170 | — | 137places down | |
| 1087 | 3,000 | — | — | |
| 1088 | 3,000 | — | 775places up | |
| 1089 |  C8 Allocator Agent | 3,000 | — | 1,026places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit QuickBooks Labs | 999,126 | 15,531 #36 | 10places down |
| 2 | 747,386 | 8,577 #345 | — | |
| 3 | 612,000 | 9,649 #264 | — | |
| 4 | 505,436 | 8,443 #354 | — | |
| 5 | 424,464 | 12,877 #111 | 22places down |
Also on other marketplaces
Tools
- check_prequalification_duplicates
- confirm_addy_context
- create_borrower
- create_loan_file
- create_loan_from_prequalification
- explain_missing_documents
- fetch
- find_loan_for_upload
- generate_upload_link
- get_action_status
- get_document_request_status
- get_documents
- get_financial_task_answer
- get_loan_underwriting_review
- get_prequalification_fields
- get_processing_checklist
- list_document_templates
- list_loan_types
Show all 30Show fewer
- list_missing_documents
- list_organizations
- list_pending_tasks
- list_pipeline
- recommend_document_templates
- request_documents
- search
- search_guidelines
- select_organization
- suggest_addy_tasks
- summarize_prequalification
- switch_addy_account
- Categories
- Sign-in
- Required
- Connector URL
- https://claude-mcp.addy.com/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 29, 2026
- More info
- Sponsorship
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