> ## 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.

# SecureLend AI Agents

> Agentic underwriting infrastructure for financial institutions, VC firms, and AI agents. Pitch deck precheck, IC memo generation, compliance screening, document intelligence, and more — accessible via MCP.

# 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.

<Info>
  **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](/agents/authentication#m2m-machine-to-machine) for a single API call that returns credentials and a working token endpoint.
</Info>

## 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.

## 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"](https://chatgpt.com)

## Who It's For

<CardGroup cols={2}>
  <Card title="VC & PE Firms" icon="chart-line">
    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.
  </Card>

  <Card title="Banks & Lenders" icon="building-columns">
    Automate document intake, data extraction, and credit memo generation. Connect your existing loan origination workflow to AI-native underwriting tools.
  </Card>

  <Card title="AI Agents & Pipelines" icon="robot">
    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.
  </Card>

  <Card title="Factoring & Private Credit" icon="money-bill-transfer">
    Automate invoice factoring decisions, deal sourcing for private debt strategies, and underwriting memo generation for credit committees.
  </Card>
</CardGroup>

## 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](/agents/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 →](/platform/security)

## Next Steps

<CardGroup cols={2}>
  <Card title="Connect in 2 minutes" icon="plug" href="/agents/quickstart">
    Get connected in ChatGPT, Claude, or any MCP client
  </Card>

  <Card title="M2M / Agent Registration" icon="robot" href="/agents/authentication">
    Self-register without a browser — for AI agents and pipelines
  </Card>

  <Card title="Tool Reference" icon="book" href="/agents/tools">
    Full reference for all 24 tools with parameters and examples
  </Card>

  <Card title="Pricing" icon="credit-card" href="/agents/pricing">
    Per-call pricing and free tier details
  </Card>
</CardGroup>