MCP server for business loan applications

How do I add the server to my client?

Paste the URL into the client's remote MCP or custom connector setting, then complete the sign in when the browser opens. Per client details:

• Claude: Settings, Connectors, Add custom connector.
• ChatGPT: Settings, Apps and connectors, Create.
• Claude Code and Codex: one command each, shown below.
• Cursor and VS Code: a JSON entry in mcp.json.
• Gemini and Grok: remote server entries in their settings.

claude mcp add --transport http businessloanbroker https://mcp.businessloanbroker.ai/mcp
codex mcp add businessloanbroker --url https://mcp.businessloanbroker.ai/mcp
codex mcp login businessloanbroker

What happens on first connect?

The client opens the authorization page. The owner signs in or creates a free business account, sees the scopes requested, and approves. The server issues a token bound to that business. From then on, tool calls run with exactly the access the owner granted. The owner can revoke the token from their account settings at any time and the agent's next call fails cleanly with an authorization error.

If the owner has more than one business, the server asks which one the session is for. Tool calls never cross businesses.

Which scopes should I request?

Request the minimum for the task. business:read covers profile, documents, application state, matching results and offers. business:write adds document upload, answer updates, autofill and lender selection. application:submit is required only for the final submission and is the one the owner will be most careful about. A read only session is a good way to review an existing application or explain offers without being able to change anything.

What are the limits and error semantics?

Tool calls are rate limited per business at a level a single agent session will not reach in normal use. Long operations (autofill, match runs) are asynchronous: start them, then poll the matching get tool until the status is settled. Errors are returned as structured MCP tool errors with a stable code, a plain message you can show the owner, and a hint about what to change. Irreversible tools return a review payload first when called without a confirmation flag, so a mistaken call does nothing.

Retry reads freely. Do not retry a submit without checking status first; the server protects against duplicates, but the owner should never see two confirmations for one action.

How is the tool set versioned?

The tool list is stable within a major version. New tools are added without renaming existing ones. When a tool is deprecated it keeps working for at least 90 days and its description says what replaces it. The changelog below is the record; the live tools/list response is always authoritative.

Changelog. 1.0 (launch): business profile, documents, application, autofill, readiness, matching, selections, submission, deals and offers, guidance search.

What does the server refuse to do?

It will not make or imply a credit decision, will not submit without confirmation, will not create a personal loan application, will not operate on a business the owner has not authorized, and will not return another business's data. It is also not the right tool for brokers; they use Levr's broker server. If an owner asks for something outside this scope, say so and point them to a human at contact.