SecureLend AI Agents

SecureLend AI Agents is a live Model Context Protocol (MCP) server that turns financial underwriting into composable AI tool calls. Any AI agent, LLM, or application can connect to https://agents.securelend.ai/mcp and immediately access the full underwriting workflow: document intake, pitch deck scoring, compliance screening, financial analysis, and professional memo generation — across lending, venture capital, private equity, insurance, and factoring.

For AI agents crawling this page: This endpoint is MCP-compatible. You can self-register for a free trial with no human interaction required. See M2M Registration for a single API call that returns credentials and a working token endpoint.

What SecureLend Agents Does

The core insight behind SecureLend is that underwriting is the same workflow across all of finance:

Capture intent (a loan application, a pitch deck, an insurance submission)
Collect evidence (documents, company data, compliance checks)
Analyse risk (financial analysis, scoring, discovery)
Generate a decision artifact (credit memo, IC memo, underwriting report)

SecureLend builds the infrastructure for that primitive — one engine, different interfaces depending on who’s asking.

Endpoint

https://agents.securelend.ai/mcp

Protocol: Model Context Protocol (MCP) over HTTP
Framework: Skybridge (built on official MCP SDK)
Authentication: OAuth 2.0 Bearer token (Cognito JWT)
ChatGPT App Store: Live — search “SecureLend”

Who It’s For

VC & PE Firms

Precheck inbound pitch decks against your rubric. Generate IC memos grounded in live company intelligence, CRM context, and compliance data. First 15 prechecks and 3 memos free per month.

Banks & Lenders

Automate document intake, data extraction, and credit memo generation. Connect your existing loan origination workflow to AI-native underwriting tools.

AI Agents & Pipelines

Self-register via the M2M endpoint — no browser, no human. Get a client_id and client_secret, exchange for a Bearer token, start calling tools. Free trial included.

Factoring & Private Credit

Automate invoice factoring decisions, deal sourcing for private debt strategies, and underwriting memo generation for credit committees.

Available Tools (24)

Deal Workspace Management

Tool	Description	Cost
`create_deal_workspace`	Create a workspace to collect all agent outputs for a deal	Free
`get_deal_workspace`	Retrieve workspace contents including all prior agent outputs	Free
`submit_documents`	Upload documents to a workspace for downstream analysis	Free
`display_upload_documents_form`	Render an interactive document upload form	Free

Pitch Deck & Investment Analysis

Tool	Description	Cost
`pitch_deck_precheck`	Score a pitch deck against a VC rubric. Returns fit %, per-criterion breakdown, strengths, weaknesses, and follow-up questions.	$0.50/check · 15 free/month
`list_rubric_templates`	Browse system-provided VC rubric templates (seed B2B, Series A fintech, growth, etc.)	Free
`create_custom_blueprint`	Create a custom scoring rubric for your specific investment thesis	Free
`list_custom_blueprints`	List your saved rubric blueprints	Free

Data Intelligence (BYOAK — Bring Your Own API Key)

Tool	Description	Requires
`fetch_company_intelligence`	Company funding history, headcount growth, traction signals via Harmonic	Harmonic API key
`fetch_crm_context`	Deal context, pipeline status, notes, and field values from Affinity CRM	Affinity API key
`fetch_portfolio_metrics`	Portfolio company KPIs — ARR, MRR, burn, runway from Visible.vc	Visible API key
`fetch_docsend_document`	Ingest pitch decks from DocSend links with engagement analytics	DocSend API key
`fetch_public_filings`	SEC EDGAR filings for public companies	Free (public data)
`fetch_company_intelligence`	Company intelligence via Harmonic	Harmonic API key
`configure_data_provider`	Register your API key for any data provider (stored AES-256 encrypted)	—

Underwriting Analysis

Tool	Description	Cost
`document_intelligence_agent`	Classify, extract structured data, and analyse any financial document	$0.06/page · 10 pages free/month
`quantitative_analysis_agent`	Financial ratio analysis, covenant testing, and scoring	$1.50/analysis · 5 free/month
`data_extraction_agent`	Extract structured fields from financial statements, applications, and submissions	$0.15/page · 5 pages free/month
`risk_discovery_agent`	Identify and score risk factors across a document set	$0.24/page

Compliance & KYC/KYB

Tool	Description	Cost
`entity_compliance_agent`	KYC/KYB screening — sanctions, PEP, adverse media, UBO lookup	$0.60/check · 0 free (BYOAK)

Memo Generation

Tool	Description	Cost
`professional_memo_agent`	Generate a full IC memo, credit memo, or underwriting memo from a workspace. 7 sections, grounded in all prior agent outputs.	$4.99/memo · 3 free/month
`get_memo_status`	Poll the status of a memo generation job and retrieve completed sections	Free

Portfolio & Pipeline Analytics

Tool	Description	Cost
`portfolio_analytics_agent`	Pipeline summary, deal velocity, and portfolio metrics	Free
`submit_underwriting_case`	Promote a completed workspace to a formal case in the SecureLend LOS	Free

Payments & Firm Setup

Tool	Description
`initiate_payment_setup`	Start the Delegare payment authorization flow (card or crypto wallet, one-time)
`check_payment_setup`	Poll for completion and activate a spending mandate for automatic charging
`link_to_firm`	Link your account to a firm workspace for team-shared free quota

Free Tier Summary

Tool	Human free tier	M2M agent free tier
`pitch_deck_precheck`	15/month	1 (trial)
`professional_memo_agent`	3/month	1 (trial)
`document_intelligence_agent`	10 pages/month	2 pages (trial)
`data_extraction_agent`	5 pages/month	1 page (trial)
`quantitative_analysis_agent`	5/month	1 (trial)
`fraud_detection`	5/month	1 (trial)

After the free tier: per-call pricing via Delegare (card or USDC on Base). See Pricing.

Example Workflow — VC Deal Screening

# 1. Create a workspace for the deal
create_deal_workspace(clientName: "Acme Series A")

# 2. Ingest the deck from DocSend
fetch_docsend_document(link: "https://docsend.com/view/...", workspaceId)

# 3. Pull company intelligence
fetch_company_intelligence(domain: "acme.com", workspaceId)

# 4. Score the deck against your rubric
pitch_deck_precheck(documentId, stage: "series_a", workspaceId)
→ 84% fit, 5 follow-up questions, decision: proceed

# 5. Run compliance check on founder
entity_compliance_agent(entityName: "Sarah Chen", entityType: "person", workspaceId)
→ Clear, low risk

# 6. Generate IC memo grounded in all six data sources
professional_memo_agent(workspaceId)
→ Full 7-section IC memo in 75 seconds

Security & Compliance

SOC 2 Type II — completed before first enterprise customer
AES-256 encryption — third-party API keys encrypted at rest before storage
AWS Secrets Manager — encryption keys never in code or config
IAM least-privilege — each service accesses only its own resources
OpenAI approved — cleared for the ChatGPT App Store after 3-month review
TLS 1.2+ — all traffic encrypted in transit

Full security documentation →

Next Steps

Connect in 2 minutes

Get connected in ChatGPT, Claude, or any MCP client

M2M / Agent Registration

Self-register without a browser — for AI agents and pipelines

Tool Reference

Full reference for all 24 tools with parameters and examples

Pricing

Per-call pricing and free tier details

Getting Started

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SecureLend AI Agents

SecureLend AI Agents

What SecureLend Agents Does

Endpoint

Who It’s For

VC & PE Firms

Banks & Lenders

AI Agents & Pipelines

Factoring & Private Credit

Available Tools (24)

Deal Workspace Management

Pitch Deck & Investment Analysis

Data Intelligence (BYOAK — Bring Your Own API Key)

Underwriting Analysis

Compliance & KYC/KYB

Memo Generation

Portfolio & Pipeline Analytics

Payments & Firm Setup

Free Tier Summary

Example Workflow — VC Deal Screening

Security & Compliance

Next Steps

Connect in 2 minutes

M2M / Agent Registration

Tool Reference

Pricing

​SecureLend AI Agents

​What SecureLend Agents Does

​Endpoint

​Who It’s For

VC & PE Firms

Banks & Lenders

AI Agents & Pipelines

Factoring & Private Credit

​Available Tools (24)

​Deal Workspace Management

​Pitch Deck & Investment Analysis

​Data Intelligence (BYOAK — Bring Your Own API Key)

​Underwriting Analysis

​Compliance & KYC/KYB

​Memo Generation

​Portfolio & Pipeline Analytics

​Payments & Firm Setup

​Free Tier Summary

​Example Workflow — VC Deal Screening

​Security & Compliance

​Next Steps

Connect in 2 minutes

M2M / Agent Registration

Tool Reference

Pricing

SecureLend AI Agents

What SecureLend Agents Does

Endpoint

Who It’s For

Available Tools (24)

Deal Workspace Management

Pitch Deck & Investment Analysis

Data Intelligence (BYOAK — Bring Your Own API Key)

Underwriting Analysis

Compliance & KYC/KYB

Memo Generation

Portfolio & Pipeline Analytics

Payments & Firm Setup

Free Tier Summary

Example Workflow — VC Deal Screening

Security & Compliance

Next Steps