CreditPolicy.ai
Claude connectorCommunitySearch current Australian lender credit policy and run your client files, deals and servicing scenarios from Claude.
CreditPolicy.ai is a lender credit policy library for Australian mortgage, commercial and asset finance brokers. Connect it and Claude can answer policy questions from the real, current policy documents of the lenders on your panel, with the lender and document named for every figure. If the library doesn't cover something, it says so rather than guessing.
Beyond policy search, the connector works on your own CreditPolicy workspace: list and open client files, create and update clients, people, companies and trusts, open and update deals, build scenarios, run multi-lender servicing, generate documents and forms, and set up and send client fact-find portals. Every change is made in your own account and returns a link to the record.
Built for licensed brokers and their staff. Requires a CreditPolicy.ai account (14-day trial available).
- Tools
- 31
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
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Rank by trending score
Popularity score
Trending score
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services537th of 1,007 by popularity · 370th of 452 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 535 | 5,209 | — | 227places down | |
| 536 | 5,209 | — | 40places down | |
| 537 | CreditPolicy.aiThis page | 5,209 | 10,755 #370 | 201places down |
| 538 | 5,209 | — | 224places up | |
| 539 | 5,209 | 34,594 #67 | 135places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 368 | 10,771 | 8,931 #249 | 231places down | |
| 369 | 10,761 | 7,358 #353 | 670places down | |
| 370 | CreditPolicy.aiThis page | 10,755 | 5,209 #537 | 534places down |
| 371 |  Envestnet MoneyGuide | 10,615 | 10,392 #180 | 675places down |
| 372 |  RED Atlas API | 10,568 | 6,781 #397 | 238places down |
Productivity2,051st of 4,083 by popularity · 1,258th of 1,658 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 2049 |  AirWorkflows | 5,209 | — | 345places down |
| 2050 | 5,209 | 16,359 #879 | — | |
| 2051 | CreditPolicy.aiThis page | 5,209 | 10,755 #1258 | 201places down |
| 2052 |  FeedNest | 5,209 | — | 318places down |
| 2053 |  Kayse for Claude | 5,209 | — | 392places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1256 | 10,767 | 11,263 #474 | 543places down | |
| 1257 |  BOCP - Business Online Control Panel | 10,755 | 6,044 #1730 | 256places up |
| 1258 | CreditPolicy.aiThis page | 10,755 | 5,209 #2051 | 534places down |
| 1259 |  Nibomo | 10,755 | 4,807 #2200 | 493places down |
| 1260 |  Order by Cash App | 10,739 | 12,856 #304 | 231places up |
Tools
- add_client_financials
- add_note
- assess_scenario
- compare_lenders
- create_client
- create_client_entity
- create_client_relationship
- create_deal
- create_document
- create_form
- create_portal
- create_scenario
- fill_scenario_details
- get_client
- get_scenario
- link_client_entity
- list_client_entities
- list_client_scenarios
Show all 31Show fewer
- list_clients
- list_deals
- list_lenders
- run_servicing
- search_policy
- send_portal
- set_scenario_participants
- update_client
- update_client_entity
- update_client_fields
- update_client_relationship
- update_deal
- update_scenario
- Categories
- Made by
- CreditPolicy.ai · Website
- Sign-in
- Required
- Connector URL
- https://creditpolicy.ai/api/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 1, 2026
- More info
- Sponsorship
- Promote this connector