Lender matching via MCP is coming soon
This recipe leans on lender search to propose the next best-fit lenders. The MCP tools that power lender matching (search_lenders_for_deal, get_lender_search_results, search_lender_directory) are documented but not live at launch — see the MCP Tool Catalog. The REST Lender Search endpoint still works, so you can build this recipe today against REST and swap in the MCP tools when they land.
Target Workflow
The minimal useful copilot usually answers four questions:
- What is the current state of the deal?
- Which lenders look like the best next fit?
- What has already been sent or discussed?
- What should the broker do next?
Recommended Architecture
Suggested Tool Sequence
- Read the deal and its financial context.
- Inspect recent placements and any available term sheets.
- Trigger or read lender search results if the next best-fit lenders are not already known.
- Summarize the opportunity and identify the next recommended broker action.
- If a write is required, show the exact change and request confirmation.
Human Review Points
Keep the broker in charge
Use the model for synthesis and recommendation. Keep the broker responsible for final approval whenever a placement, status change, or outbound communication could affect a live relationship.
- Review before creating or updating placements.
- Review before summarizing or comparing term sheets for external sharing.
- Review before any outbound lender communication is triggered by an agent workflow.
Next steps