Conditionly MCP server

Connect your mortgage pipeline to your AI agent

Ask Claude, ChatGPT, Cursor or any MCP-compatible AI about your Conditionly pipeline in plain English. Check outstanding conditions, update statuses, prep condition-request emails and run income calculations without leaving your chat.

https://mcp.conditionly.io/mcp
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Which of my clients still have pending conditions, and what's missing on each?
AI agent · using Conditionly
I checked your pipeline. Here's what's still outstanding:
Smith · Bank statements, 2 monthsPending
Garcia · Verification of employmentPending
Want me to preview a reminder email for either of them?
Illustrative example
What it is

Your Conditionly account, inside your AI

MCP (Model Context Protocol) is an open standard that lets AI assistants use outside tools. The Conditionly MCP server gives your AI secure access to the same pipeline you work in every day, so it can answer questions and take actions for you.

Clients & pipeline
List and search clients, open a full client file, add new clients, update dates, notes and loan officers, and pull the headline numbers from your Pipeline dashboard.
Conditions
See what each borrower still owes, add conditions, mark them received or reopen them, and apply your standard condition set.
Condition-request emails
Preview the exact email a client will get, then send it, one client or up to 50 at once. Check sent-email history and delivery status first so nobody gets chased twice.
Income calculator
Work out qualifying monthly income from salary, hourly, overtime, bonus, fixed and self-employed income using the Income Calculator's rules, and save it to a client.
Team tasks
Create internal follow-up tasks, assign them to teammates, and mark them done.
Templates
Manage your reusable condition list and your email templates, including placeholders like the client's first name and settlement date.
Setup

Connect in a couple of minutes

Every app below uses the same server URL. When you connect, you'll be sent to sign in to Conditionly and approve access. There's no API key to copy.

1
Claude

In Claude, open Settings → Connectors and choose Add custom connector. Name it Conditionly, paste the server URL and click Add. Then click Connect, sign in to Conditionly and approve access.

https://mcp.conditionly.io/mcp
2
ChatGPT

In ChatGPT, open Settings → Apps & Connectors. Under Advanced settings, turn on Developer mode, then create a new connector with the server URL and OAuth authentication. Sign in to Conditionly when prompted. Custom connectors depend on your ChatGPT plan.

https://mcp.conditionly.io/mcp
3
Cursor

Add Conditionly to ~/.cursor/mcp.json (or .cursor/mcp.json in a project), then open Cursor's MCP settings and click to sign in.

{
  "mcpServers": {
    "conditionly": {
      "url": "https://mcp.conditionly.io/mcp"
    }
  }
}
4
Claude Code & other MCP clients

In Claude Code, run the command below, then use /mcp to sign in. Any client that supports remote MCP servers over HTTP with OAuth can connect with the same URL.

claude mcp add --transport http conditionly https://mcp.conditionly.io/mcp
Example prompts

Things to ask once you're connected

“How is my pipeline doing this week?
“Which clients still have pending conditions, and what's missing on each?
“Mark the Smith file's W-2s and bank statements as received.
“Add a VOE and two months of bank statements to the Garcia file.
“Preview a reminder email for Garcia, but don't send it yet.
“Have I emailed the Johnson file in the last 3 days? Did it get delivered?
“This borrower is salaried at $6,500 a month with $3,200 in YTD overtime. What would they qualify on?
“Create a task for Dan to call the Garcia employer about the VOE.
Security & permissions

You stay in control

You sign in with Conditionly
Connecting uses OAuth. Your AI app sends you to Conditionly to sign in and approve access, and gets a token instead of your password. There's no API key to paste or leak.
It sees what you can see
The AI acts as the account you signed in with. Team members only reach the sections their page access already allows in Conditionly.
Emails need your OK
Sending a condition-request email requires an explicit confirmation step, and the AI is told to show you a preview first. Sent emails can't be recalled, so review before you approve.
Deletes need your OK too
Deleting a client requires an explicit confirmation step. Overwriting a saved income calculation is refused until you agree to replace it.
Read and write access
The server asks for read and write permission (mcp:read and mcp:write) so your AI can both look things up and update your pipeline.
Disconnect any time
Remove the Conditionly connector from your AI app whenever you want, and it stops having access through that app.

Common questions

What is the Conditionly MCP server?
It's a remote MCP (Model Context Protocol) server at https://mcp.conditionly.io/mcp. It lets AI assistants like Claude, ChatGPT and Cursor work with your Conditionly clients, conditions, emails, tasks and income calculations.
Do I need a Conditionly account?
Yes. You sign in with your Conditionly account when you connect, and the AI works with that account's data. You can start a 7-day free trial if you don't have one yet.
Do I need an API key?
No. The server uses OAuth, so you sign in to Conditionly and approve access from your AI app. There's nothing to copy or store.
Which AI apps work with it?
Any app that supports remote MCP servers over HTTP with OAuth. That includes Claude custom connectors, ChatGPT connectors in developer mode, Cursor and Claude Code.
Can the AI send emails to my borrowers?
Yes, but only with your approval. Sending requires an explicit confirmation, and the AI is told to show you a preview of the email first.
Can the AI delete my data?
Deleting a client requires an explicit confirmation step, so it can't happen silently. Ask the AI to show you what it plans to do before you approve anything.
What can my team members access?
A team member who connects only reaches the parts of Conditionly their page access already opens.

Read the launch post: Conditionly now works with your AI agent

Put your pipeline to work in your AI.

Start a Conditionly account, then connect it to Claude, ChatGPT or Cursor. Try every feature free for 7 days.

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