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CreditPolicy.ai

Claude connectorCommunity

Search current Australian lender credit policy and run your client files, deals and servicing scenarios from Claude.

View in Claude directory
Tools
31

exposed by this connector

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3,700—24h—7d

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Financial services399th of 468 by popularity · not ranked by trending score
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CreditPolicy.ai is a lender credit policy library for Australian mortgage, commercial and asset finance brokers. Connect it and Claude can answer policy questions from the real, current policy documents of the lenders on your panel, with the lender and document named for every figure. If the library doesn't cover something, it says so rather than guessing.

Beyond policy search, the connector works on your own CreditPolicy workspace: list and open client files, create and update clients, people, companies and trusts, open and update deals, build scenarios, run multi-lender servicing, generate documents and forms, and set up and send client fact-find portals. Every change is made in your own account and returns a link to the record.

Built for licensed brokers and their staff. Requires a CreditPolicy.ai account (14-day trial available).

Tools

  • add_client_financials
  • add_note
  • assess_scenario
  • compare_lenders
  • create_client
  • create_client_entity
  • create_client_relationship
  • create_deal
  • create_document
  • create_form
  • create_portal
  • create_scenario
  • fill_scenario_details
  • get_client
  • get_scenario
  • link_client_entity
  • list_client_entities
  • list_client_scenarios
Show all 31
  • list_clients
  • list_deals
  • list_lenders
  • run_servicing
  • search_policy
  • send_portal
  • set_scenario_participants
  • update_client
  • update_client_entity
  • update_client_fields
  • update_client_relationship
  • update_deal
  • update_scenario
Categories
Made by
CreditPolicy.ai · Website
Sign-in
Required
Connector URL
https://creditpolicy.ai/api/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 1, 2026
More info