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 services592nd of 1,227 by popularity · 486th of 531 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 590 | 5,492 | — | 62places down | |
| 591 | 5,492 | — | 346places down | |
| 592 | CreditPolicy.aiThis page | 5,459 | 6,919 #486 | 315places down |
| 593 |  KROS | 5,459 | — | 196places up |
| 594 | 5,459 | — | 393places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 484 | 6,935 | 7,190 #411 | 571places down | |
| 485 |  BPIQ | 6,919 | 5,858 #551 | 358places down |
| 486 | CreditPolicy.aiThis page | 6,919 | 5,459 #592 | 788places down |
| 487 |  Solved Tax & Legal | 6,919 | 6,426 #499 | 1,021places down |
| 488 | 6,916 | 5,781 #559 | — |
Productivity2,214th of 4,952 by popularity · 1,719th of 1,913 by trending score
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1717 | 6,926 | 9,304 #869 | 262places down | |
| 1718 | 6,923 | 8,224 #1151 | 481places down | |
| 1719 | CreditPolicy.aiThis page | 6,919 | 5,459 #2214 | 788places down |
| 1720 | Solved Tax & Legal | 6,919 | 6,426 #1788 | 1,021places down |
| 1721 | 6,916 | 10,740 #607 | 145places down |
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
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