Tool Reference

All tools are available at https://agents.securelend.ai/mcp via the MCP tools/call method.

Workspace Management

`create_deal_workspace`

Creates a named workspace to collect all agent outputs for a single deal. Every subsequent tool call that references the workspace ID will store its results there, enabling the professional_memo_agent to synthesise all data sources into a single memo. Parameters:

{
  clientName: string  // Deal or company name e.g. "Acme Series A"
  metadata?: object   // Optional custom fields
}

Returns: { workspaceId: string, clientName: string, status: "ACTIVE" } Cost: Free

`get_deal_workspace`

Retrieves a workspace and all task outputs stored in it. Parameters:

{
  workspaceId: string
}

Returns: Workspace metadata + all prior agent task results indexed by task type Cost: Free

`submit_documents`

Upload one or more documents to a workspace for downstream analysis. Returns a documentId for use with pitch_deck_precheck, document_intelligence_agent, and data_extraction_agent. Parameters:

{
  workspaceId?: string
  documentType?: string  // e.g. "pitch-deck", "financial-statement", "application"
}

Returns: { documentId: string, status: "PENDING_UPLOAD" | "READY" } Cost: Free

Pitch Deck & Investment Analysis

`pitch_deck_precheck`

Scores a pitch deck PDF against a VC investment rubric. Sends the deck directly to the LLM (no OCR) for visual + text analysis. Returns an overall fit percentage, per-criterion breakdown, strengths, weaknesses, and follow-up questions calibrated to what an IC would push back on. Parameters:

{
  documentId: string           // From submit_documents or fetch_docsend_document
  stage?: "pre_seed" | "seed" | "series_a" | "series_b" | "growth"
  blueprintId?: string         // Custom rubric ID from create_custom_blueprint
  workspaceId?: string         // Store result for memo generation
}

Returns:

{
  overallFit: number           // 0-100 percentage
  decision: "proceed" | "pass" | "needs_more_info"
  criteria: Array<{
    id: string
    label: string
    score: number
    passed: boolean
    hardFail: boolean
    rationale: string
    evidence: string           // Quote from deck
  }>
  strengths: string[]
  weaknesses: string[]
  followUpQuestions: string[]  // IC-ready questions
  costCents: number
}

Cost: $0.50/check · First 15/month free (human), 1 free trial (M2M)

`list_rubric_templates`

Browse system-provided VC rubric templates. Useful for discovering which rubric to use before calling pitch_deck_precheck. Parameters: None Returns: Array of available rubrics with blueprintId, name, stage, thesis, criteriaCount Available system rubrics:

system#pitch-deck-vc-seed-b2b-fintech-infra — Seed B2B Fintech Infrastructure
system#pitch-deck-vc-seed-b2c-consumer — Seed B2C Consumer
system#pitch-deck-vc-series_a-fintech — Series A Fintech
system#pitch-deck-vc-series_a-vertical-saas — Series A Vertical SaaS
system#pitch-deck-vc-growth-general — Growth Stage (Series B+)

Cost: Free

`create_custom_blueprint`

Create a custom scoring rubric for your specific investment thesis. Parameters:

{
  documentType: string         // e.g. "pitch-deck"
  kind: "rubric"
  stage?: string
  thesis?: string
  criteria: Array<{
    id: string
    label: string
    weight: number             // Must sum to 1.0
    hardFail: boolean
    prompt: string             // Scoring instructions for the LLM
  }>
  passThreshold?: number       // 0-100, default 60
  visibility?: "private" | "shared"
}

Cost: Free

Data Intelligence (BYOAK)

These tools require a third-party API key registered via configure_data_provider. Your API key is stored AES-256 encrypted and never leaves your tenant.

`configure_data_provider`

Register an API key for a data provider. Called once per provider — credentials persist until you rotate them. Parameters:

{
  provider: "harmonic" | "visible" | "affinity" | "docsend" | "complyadvantage" | "refinitiv"
  apiKey: string
}

Cost: Free

`fetch_company_intelligence`

Enriches a company from Harmonic — funding history, headcount growth, traction signals, and investor data. Parameters:

{
  domain?: string              // e.g. "acme.com"
  companyName?: string
  workspaceId?: string
}

Requires: configure_data_provider(provider: "harmonic", apiKey: "...") Cost: Free (your Harmonic API key usage applies)

`fetch_crm_context`

Pulls deal context, pipeline status, meeting notes, and field values from Affinity CRM. Parameters:

{
  companyName: string
  workspaceId?: string
}

Requires: configure_data_provider(provider: "affinity", apiKey: "...") Cost: Free (your Affinity API usage applies)

`fetch_portfolio_metrics`

Retrieves portfolio company KPIs — ARR, MRR, burn rate, runway, and investor update notes from Visible.vc. Parameters:

{
  companyName?: string
  workspaceId?: string
}

Requires: configure_data_provider(provider: "visible", apiKey: "...") Cost: Free (your Visible API usage applies)

`fetch_docsend_document`

Ingests a pitch deck or dataroom document directly from a DocSend share link. Returns documentId for downstream analysis plus engagement analytics (views, dwell time per slide). Parameters:

{
  link: string                 // DocSend share URL
  workspaceId?: string
}

Requires: configure_data_provider(provider: "docsend", apiKey: "...") (Business/Enterprise plan) Cost: Free (your DocSend plan applies)

`fetch_public_filings`

Retrieves SEC EDGAR filings for publicly traded companies. No API key required. Parameters:

{
  companyName?: string
  ticker?: string
  cik?: string
  workspaceId?: string
}

Cost: Free

Compliance & KYC/KYB

`entity_compliance_agent`

Runs KYC (individuals) or KYB (entities) screening against sanctions lists, PEP registers, and adverse media. Supports ComplyAdvantage and Refinitiv World-Check. Parameters:

{
  entityName?: string
  entityId?: string            // From workspace documents if previously identified
  entityType: "person" | "company"
  checkType: "KYC" | "KYB" | "sanctions" | "full"
  provider?: "complyadvantage" | "refinitiv"
  workspaceId?: string
}

Returns:

{
  status: "CLEAR" | "MATCH" | "REVIEW"
  riskScore: number            // 0-100
  riskLevel: "low" | "medium" | "high"
  matches: Match[]
  sanctions: { matched: boolean, lists: string[] }
  pep: { matched: boolean, positions: string[] }
  adverseMedia: { matched: boolean, articles: Article[] }
  summary: string
}

Requires: configure_data_provider(provider: "complyadvantage", ...) or configure_data_provider(provider: "refinitiv", ...) Cost: $0.60/check · 0 free (BYOAK pricing applies)

Document Intelligence

`document_intelligence_agent`

Classifies, extracts structured data, and provides analysis for any financial document — financial statements, applications, identity documents, and more. Parameters:

{
  documentId: string
  workspaceId?: string
}

Cost: $0.06/page · First 10 pages/month free

`data_extraction_agent`

Extracts structured fields from financial documents using the document’s extraction blueprint. Parameters:

{
  documentId: string
  blueprintId?: string
  workspaceId?: string
}

Cost: $0.15/page · First 5 pages/month free

`quantitative_analysis_agent`

Financial ratio analysis, covenant testing, and scoring from extracted financial data. Parameters:

{
  documentId?: string
  workspaceId?: string
}

Cost: $1.50/analysis · First 5/month free

`risk_discovery_agent`

Identifies and scores risk factors across a document set or workspace. Parameters:

{
  documentId?: string
  workspaceId?: string
}

Cost: $0.24/page

Memo Generation

`professional_memo_agent`

Generates a full professional underwriting memo grounded in all prior agent outputs in a workspace. Supports three modes:

workspace (default when workspaceId provided) — synthesises all task outputs into a full memo
document — analyses a single document
lending_application — generates a credit memo from a lending application

Parameters:

{
  workspaceId?: string         // Recommended — uses all workspace data
  sourceType?: "workspace" | "document" | "lending_application"
  sourceId?: string
  templateId?: string          // Default: vc-investment-memo-template for VC workspaces
}

Returns: Job details immediately. Memo generates async in ~75 seconds. Use get_memo_status to retrieve. Available templates:

vc-investment-memo-template — 7-section IC memo (auto-selected for VC workspaces)
default-credit-memo-template — Standard credit memo for lending

Cost: $4.99/memo · First 3/month free (human), 1 free trial (M2M)

`get_memo_status`

Polls the status of a memo generation job. Returns sections with full content when complete. Parameters:

{
  jobId: string                // From professional_memo_agent response
}

Returns:

{
  status: "PENDING" | "IN_PROGRESS" | "COMPLETED" | "FAILED"
  progress: number             // 0-100
  memoId?: string
  sections?: Array<{
    sectionType: string
    title: string
    content: string            // Full markdown content
    orderIndex: number
  }>
}

Cost: Free

Portfolio & Pipeline Analytics

`portfolio_analytics_agent`

Returns pipeline summary, deal velocity, and portfolio metrics for the current period. Parameters:

{
  period?: "today" | "week" | "month" | "quarter"
  domain?: "commercial_loan" | "reinsurance_treaty" | "equity_investment"
}

Cost: Free

`submit_underwriting_case`

Promotes a completed workspace into a formal case in the SecureLend LOS (Loan Origination System). Parameters:

{
  workspaceId: string
  domain?: "commercial_loan" | "reinsurance_treaty" | "equity_investment"
  requestedAmount?: number
}

Cost: Free

Payment Setup

`initiate_payment_setup`

Starts the Delegare payment authorization flow. Returns a URL — open it in a browser to authorize a monthly spending budget via card or crypto wallet. The one-time setup takes ~30 seconds; all subsequent tool charges are automatic. Parameters:

{
  maxMonthlyBudgetUsd?: number  // Default $50, max $500
  rail?: "fiat" | "crypto" | "both"
}

Returns: { setupUrl: string, sessionToken: string, ... }

`check_payment_setup`

Polls for completion of the payment setup flow. Returns complete with an active mandate once the user has authorized. Parameters:

{
  session_token: string        // From initiate_payment_setup
}

Returns: { status: "pending" | "complete" | "expired", intentMandate?: string }

Documentation Index

​Tool Reference

​Workspace Management

​create_deal_workspace

​get_deal_workspace

​submit_documents

​Pitch Deck & Investment Analysis

​pitch_deck_precheck

​list_rubric_templates

​create_custom_blueprint

​Data Intelligence (BYOAK)

​configure_data_provider

​fetch_company_intelligence

​fetch_crm_context

​fetch_portfolio_metrics

​fetch_docsend_document

​fetch_public_filings

​Compliance & KYC/KYB

​entity_compliance_agent

​Document Intelligence

​document_intelligence_agent

​data_extraction_agent

​quantitative_analysis_agent

​risk_discovery_agent

​Memo Generation

​professional_memo_agent

​get_memo_status

​Portfolio & Pipeline Analytics

​portfolio_analytics_agent

​submit_underwriting_case

​Payment Setup

​initiate_payment_setup

​check_payment_setup

Tool Reference

Workspace Management

`create_deal_workspace`

`get_deal_workspace`

`submit_documents`

Pitch Deck & Investment Analysis

`pitch_deck_precheck`

`list_rubric_templates`

`create_custom_blueprint`

Data Intelligence (BYOAK)

`configure_data_provider`

`fetch_company_intelligence`

`fetch_crm_context`

`fetch_portfolio_metrics`

`fetch_docsend_document`

`fetch_public_filings`

Compliance & KYC/KYB

`entity_compliance_agent`

Document Intelligence

`document_intelligence_agent`

`data_extraction_agent`

`quantitative_analysis_agent`

`risk_discovery_agent`

Memo Generation

`professional_memo_agent`

`get_memo_status`

Portfolio & Pipeline Analytics

`portfolio_analytics_agent`

`submit_underwriting_case`

Payment Setup

`initiate_payment_setup`

`check_payment_setup`