Intake and routing
capture_borrower_intake records a confirmed, permissioned intake. route_lender_fit computes a read-only preliminary product path from supplied facts.
OPERATIONS AND INTEGRATION
BrokerFlow actions
Authenticated MCP tools support organization-scoped broker operations. Existing REST Actions remain available with their established contracts.
BrokerFlow prepares and records operational work. It does not approve, decline, qualify, underwrite, price, submit, guarantee or fund a borrower.
Authenticated MCP capabilities
Human review
request_lender_match_review creates an internal review record. Existing review queue, detail, activity and workflow tools remain available.
Documents and deals
generate_document_checklist returns preliminary guidance. trigger_missing_document_request creates an internal task and draft; delivery remains not_sent. lookup_deal_status reads scoped operational state.
Partner attribution
capture_partner_referral links a confirmed referral to a captured intake and active workspace partner. It does not calculate compensation or authorize payout.
REST Action compatibility
The existing OpenAPI Actions remain a separate integration surface. Their routes, response contracts and forwarding behavior are covered by compatibility tests. Read the Action index and MCP and release documentation for the current inventory.
Private MCP access uses the existing Supabase OAuth flow and current organization memberships. This public page does not expose records or credentials. Shared migration and OAuth activation remain owner controlled.