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Connect your AI agent

Let your own AI assistant (like Claude) build clients, worksheets, and reports for you in LendrTech — connect in one click, no token to copy.

LendrTech can be driven by your own AI assistant. Once connected, you can ask an agent like Claude to "read this pre-approval email, create the client, build a purchase worksheet, and put together a comparison report" — and it does the work in your LendrTech account, alongside whatever else your agent can see (your inbox, your CRM, your files).

This uses the Model Context Protocol (MCP) — an open standard for connecting AI assistants to tools. There are two ways to connect, and the first is the one we recommend.

What you'll need

  • A Max plan (agent access is a Max feature).
  • Your LendrTech MCP server URL, shown on the Connections tab (Settings → Connections). It looks like https://lendrtech.com/mcp.

The simplest way to connect is to add LendrTech as a custom connector. You paste one URL, sign in to LendrTech once, and you're connected — there's no token to copy or config file to edit. This is the recommended path for Claude Desktop and Claude on the web.

  1. In Claude, open Settings → Connectors and click Add custom connector.
  2. Give it any name (for example, "LendrTech").
  3. Paste your Remote MCP server URL — https://lendrtech.com/mcp (use the exact URL shown on your Connections tab).
  4. Leave the OAuth Client ID and OAuth Client Secret fields blank — LendrTech sets those up automatically.
  5. Click Add.

Claude opens a LendrTech sign-in page. Sign in (if you aren't already) and click Allow access. That's it — Claude is connected, and you'll see LendrTech's tools available.

Try: "List my LendrTech clients" or "Create a LendrTech client named Jane Buyer, email jane@example.com."

The connection lasts as long as you keep using it; Claude renews it quietly in the background. To disconnect, remove the connector in Claude, or revoke it from Settings → Connections in LendrTech — the agent loses access immediately.

Connect with a token (manual / other clients)

If you'd rather set things up by hand, or you're using an MCP client that doesn't support custom connectors, connect with a personal access token instead.

  1. In Settings → Connections, click Create a token, give it a name (e.g. "Claude Desktop — laptop"), and copy it — it's shown only once.
  2. Point your agent at the same endpoint (https://lendrtech.com/mcp) and paste the token as the connection's Authorization: Bearer credential.

For Claude Desktop, that means editing its config file at ~/Library/Application Support/Claude/claude_desktop_config.json (create it if it doesn't exist). Add a lendrtech entry that points at LendrTech and carries your token. This uses mcp-remote, a small bridge that connects Claude Desktop to a web-based MCP server — it needs Node.js installed.

{
  "mcpServers": {
    "lendrtech": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://lendrtech.com/mcp",
        "--header",
        "Authorization: Bearer YOUR_TOKEN_HERE"
      ]
    }
  }
}

Replace YOUR_TOKEN_HERE with the token you copied, and use the exact endpoint shown on your Connections tab. Then fully quit Claude Desktop (⌘Q — closing the window isn't enough) and reopen it. Look for the tools icon; you should see LendrTech's tools.

Tokens expire after 90 days; create a new one when yours lapses. Revoke a token any time on the Connections tab — the agent using it loses access immediately.

What your agent can — and can't — do

However you connect, the same rules apply. Your agent can create and update clients, closing-cost worksheets (purchase and refinance), worksheet templates, and comparison reports. Every time it creates or updates something, it gets a link back into LendrTech so you can open and check it.

For your safety, some things stay in LendrTech and are not available to the agent:

  • It can't delete anything. Deletions are done in LendrTech.
  • It can't email a borrower. If you ask it to send a report, it hands you a link to review and send it yourself in LendrTech — so nothing reaches a borrower without your review.
  • It can't change a client's email address — that change is confirmed in LendrTech.

Connecting only works while you're on the Max plan. If your plan changes, agent access stops on the next request.

Make your agent work like Sage (optional)

When connected, your agent automatically receives guidance on how to use LendrTech well — the same spirit as Sage inside the app (present results clearly, share the verify link, never quote a number it didn't get from LendrTech, confirm before anything a borrower sees).

If you'd like to reinforce that, you can add the LendrTech Skill to your agent: download it from the link on the Connections tab (/mcp/skill.md), save it as lendrtech-mcp/SKILL.md, and add it as a skill. It's optional — the built-in guidance already covers the essentials.

Troubleshooting

  • "Max plan required" during sign-in — agent access is a Max feature; upgrade to Max and connect again.
  • "Wrong server" — the URL you entered doesn't match your LendrTech MCP endpoint. Copy it exactly from the Connections tab.
  • Sign-in loops or won't complete (custom connector) — make sure you're signed in to LendrTech in the same browser, then retry adding the connector.
  • "MCP server temporarily unavailable" / 503 — a problem on the LendrTech side building the connection; try again shortly.
  • Unauthorized / 401 (token method) — the token is missing, mistyped, expired, or revoked. Create a fresh one on the Connections tab.
  • Nothing appears after editing the config (token method) — make sure you fully quit and reopened Claude Desktop, and that Node.js is installed. If a previous attempt failed, clear its cache with rm -rf ~/.mcp-auth and reopen.
  • Lost your token — tokens are shown only once. Revoke the old one on the Connections tab and create a new one.