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Documentation Index

Fetch the complete documentation index at: https://docs.securelend.ai/llms.txt

Use this file to discover all available pages before exploring further.

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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.

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What SecureLend Agents Does

The core insight behind SecureLend is that underwriting is the same workflow across all of finance:
  1. Capture intent (a loan application, a pitch deck, an insurance submission)
  2. Collect evidence (documents, company data, compliance checks)
  3. Analyse risk (financial analysis, scoring, discovery)
  4. 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.

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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”

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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.

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Available Tools (24)

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Deal Workspace Management

ToolDescriptionCost
create_deal_workspaceCreate a workspace to collect all agent outputs for a dealFree
get_deal_workspaceRetrieve workspace contents including all prior agent outputsFree
submit_documentsUpload documents to a workspace for downstream analysisFree
display_upload_documents_formRender an interactive document upload formFree

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Pitch Deck & Investment Analysis

ToolDescriptionCost
pitch_deck_precheckScore 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_templatesBrowse system-provided VC rubric templates (seed B2B, Series A fintech, growth, etc.)Free
create_custom_blueprintCreate a custom scoring rubric for your specific investment thesisFree
list_custom_blueprintsList your saved rubric blueprintsFree

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Data Intelligence (BYOAK — Bring Your Own API Key)

ToolDescriptionRequires
fetch_company_intelligenceCompany funding history, headcount growth, traction signals via HarmonicHarmonic API key
fetch_crm_contextDeal context, pipeline status, notes, and field values from Affinity CRMAffinity API key
fetch_portfolio_metricsPortfolio company KPIs — ARR, MRR, burn, runway from Visible.vcVisible API key
fetch_docsend_documentIngest pitch decks from DocSend links with engagement analyticsDocSend API key
fetch_public_filingsSEC EDGAR filings for public companiesFree (public data)
fetch_company_intelligenceCompany intelligence via HarmonicHarmonic API key
configure_data_providerRegister your API key for any data provider (stored AES-256 encrypted)—

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Underwriting Analysis

ToolDescriptionCost
document_intelligence_agentClassify, extract structured data, and analyse any financial document$0.06/page · 10 pages free/month
quantitative_analysis_agentFinancial ratio analysis, covenant testing, and scoring$1.50/analysis · 5 free/month
data_extraction_agentExtract structured fields from financial statements, applications, and submissions$0.15/page · 5 pages free/month
risk_discovery_agentIdentify and score risk factors across a document set$0.24/page

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Compliance & KYC/KYB

ToolDescriptionCost
entity_compliance_agentKYC/KYB screening — sanctions, PEP, adverse media, UBO lookup$0.60/check · 0 free (BYOAK)

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Memo Generation

ToolDescriptionCost
professional_memo_agentGenerate 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_statusPoll the status of a memo generation job and retrieve completed sectionsFree

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Portfolio & Pipeline Analytics

ToolDescriptionCost
portfolio_analytics_agentPipeline summary, deal velocity, and portfolio metricsFree
submit_underwriting_casePromote a completed workspace to a formal case in the SecureLend LOSFree

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Payments & Firm Setup

ToolDescription
initiate_payment_setupStart the Delegare payment authorization flow (card or crypto wallet, one-time)
check_payment_setupPoll for completion and activate a spending mandate for automatic charging
link_to_firmLink your account to a firm workspace for team-shared free quota

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Free Tier Summary

ToolHuman free tierM2M agent free tier
pitch_deck_precheck15/month1 (trial)
professional_memo_agent3/month1 (trial)
document_intelligence_agent10 pages/month2 pages (trial)
data_extraction_agent5 pages/month1 page (trial)
quantitative_analysis_agent5/month1 (trial)
fraud_detection5/month1 (trial)
After the free tier: per-call pricing via Delegare (card or USDC on Base). See Pricing.

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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

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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 →

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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