generated: '2026-08-04'
method: searched
source: https://developer.ncinomortgage.com/mortgage/docs/mcp-connectors
status: published
docs:
  overview: https://developer.ncinomortgage.com/mortgage/docs/mcp-connectors
  admin: https://developer.ncinomortgage.com/mortgage/docs/admin-mcp-server
  loan_officer: https://developer.ncinomortgage.com/mortgage/docs/lo-mcp-server
tool_prefix: ncino_mortgage_
servers:
- name: ncino-mortgage-lo
  label: nCino Mortgage LO MCP Server
  audience: loan officers
  transport: http
  url: https://ncinomortgage.com/mcp/lo
  protected_resource_metadata: https://ncinomortgage.com/mcp/lo/.well-known/oauth-protected-resource
  enablement: must be enabled for the company by nCino
- name: ncino-mortgage-admin
  label: nCino Mortgage Admin MCP Server
  audience: organization administrators
  transport: http
  url: https://ncinomortgage.com/mcp/admin
  protected_resource_metadata: https://ncinomortgage.com/mcp/admin/.well-known/oauth-protected-resource
  enablement: must be enabled for the company by nCino
authorization:
  model: OAuth 2.1 authorization code with PKCE (S256)
  dynamic_client_registration: true
  registration_endpoint: https://ncinomortgage.com/mcp/register
  authorization_endpoint: https://ncinomortgage.com/zuul/oauth/authorize
  token_endpoint: https://api.ncinomortgage.com/oauth/token
  scopes_supported:
  - external
  bearer_methods_supported:
  - header
  token_binding: user-scoped (tied to the authenticated individual, not a shared service
    account)
  authorization_server_metadata: https://ncinomortgage.com/.well-known/oauth-authorization-server
introspection:
  tools_list_probed: true
  http_status: 401
  response: '{"jsonrpc":"2.0","error":{"code":-32000,"message":"Unauthorized"},"id":null}'
  www_authenticate: Bearer resource_metadata="https://ncinomortgage.com/mcp/<server>/.well-known/oauth-protected-resource"
  note: Live tools/list is auth-gated, so per-tool inputSchema requires an authenticated
    session. The tool names and descriptions below are taken verbatim from the published
    connector documentation; their real input contracts are the parameters and request
    bodies of the backing REST operations recorded in mcp/ncino-tool-crosswalk.yml.
access_controls:
  role_based: results respect the same role-based permissions as the web application
  data_isolation: company-scoped
  audit_logging: true
tools:
- server: ncino-mortgage-lo
  name: run_aus
  description: Submit a loan application to Desktop Underwriter or Loan Product Advisor;
    returns finding status asynchronously
- server: ncino-mortgage-lo
  name: fetch_aus_history
  description: Retrieve the AUS order log including status, recommendation, provider
    and submission details
- server: ncino-mortgage-lo
  name: list_loans
  description: Retrieve paginated loan records with optional filters (org, officer,
    borrower, type, purpose, active status)
- server: ncino-mortgage-lo
  name: get_loan
  description: Fetch a single loan by ID
- server: ncino-mortgage-lo
  name: create_loan
  description: Establish a new loan record with officer, number, type, purpose, amount,
    dates, rates and property info
- server: ncino-mortgage-lo
  name: update_loan
  description: Modify loan details including terms, rates, occupancy, buyer status,
    comments and property data
- server: ncino-mortgage-lo
  name: list_loan_borrowers
  description: Display paginated borrowers on a specified loan
- server: ncino-mortgage-lo
  name: get_loan_borrower
  description: Retrieve an individual borrower record
- server: ncino-mortgage-lo
  name: create_loan_borrower
  description: Add a borrower with name, contact, marital status, DOB, SSN and address
    details
- server: ncino-mortgage-lo
  name: update_loan_borrower
  description: Modify borrower personal and contact information
- server: ncino-mortgage-lo
  name: list_loan_applications
  description: Retrieve paginated loan applications with optional filters
- server: ncino-mortgage-lo
  name: get_loan_application
  description: Fetch a loan application by ID
- server: ncino-mortgage-lo
  name: create_loan_application
  description: Initiate a new loan application with borrower and property data
- server: ncino-mortgage-lo
  name: update_loan_application
  description: Update loan application borrower and property details
- server: ncino-mortgage-lo
  name: send_borrower_welcome_email
  description: Transmit a welcome message to a borrower account
- server: ncino-mortgage-lo
  name: list_partners
  description: Display a loan officer's partners with pagination
- server: ncino-mortgage-lo
  name: get_partner
  description: Retrieve partner details by ID
- server: ncino-mortgage-lo
  name: create_partner
  description: Add a partner with name, email, phone, title and address
- server: ncino-mortgage-lo
  name: update_partner
  description: Modify partner information and branding preferences
- server: ncino-mortgage-lo
  name: enable_partner
  description: Reactivate a disabled partner
- server: ncino-mortgage-lo
  name: disable_partner
  description: Deactivate partner access
- server: ncino-mortgage-lo
  name: send_partner_invite
  description: Dispatch an invitation email to a partner
- server: ncino-mortgage-admin
  name: list_loan_officers
  description: Retrieve paginated loan officers with optional filtering by organization,
    email, admin status or active status
- server: ncino-mortgage-admin
  name: get_loan_officer
  description: Fetch a single loan officer by ID
- server: ncino-mortgage-admin
  name: create_loan_officer
  description: Add a new loan officer with contact, address and professional details
- server: ncino-mortgage-admin
  name: update_loan_officer
  description: Modify existing loan officer information
- server: ncino-mortgage-admin
  name: promote_loan_officer
  description: Elevate a loan officer to organization admin role
- server: ncino-mortgage-admin
  name: demote_loan_officer
  description: Remove admin privileges from a loan officer
- server: ncino-mortgage-admin
  name: disable_loan_officer
  description: Deactivate a loan officer with optional borrower/partner reassignment
- server: ncino-mortgage-admin
  name: enable_loan_officer
  description: Reactivate a disabled loan officer
- server: ncino-mortgage-admin
  name: change_loan_officer_org
  description: Transfer a loan officer to a different organization (company, region
    or branch)
- server: ncino-mortgage-admin
  name: send_loan_officer_welcome_email
  description: Dispatch a welcome email to a loan officer
- server: ncino-mortgage-admin
  name: list_team_members
  description: Retrieve paginated team members filtered by role, email or active status
- server: ncino-mortgage-admin
  name: get_team_member
  description: Fetch a single team member by ID
- server: ncino-mortgage-admin
  name: create_team_member
  description: Add a new team member with role assignment
- server: ncino-mortgage-admin
  name: update_team_member
  description: Modify team member details
- server: ncino-mortgage-admin
  name: disable_team_member
  description: Deactivate a team member
- server: ncino-mortgage-admin
  name: enable_team_member
  description: Reactivate a disabled team member
- server: ncino-mortgage-admin
  name: change_team_member_org
  description: Move a team member to another organization level
- server: ncino-mortgage-admin
  name: send_team_member_welcome_email
  description: Send a welcome email to a team member
- server: ncino-mortgage-admin
  name: get_my_company
  description: Retrieve the authenticated user's company
- server: ncino-mortgage-admin
  name: list_organizations
  description: Retrieve paginated regions or branches with optional state filtering
- server: ncino-mortgage-admin
  name: get_organization
  description: Fetch a specific region or branch by ID
- server: ncino-mortgage-admin
  name: create_organization
  description: Establish a new region or branch
- server: ncino-mortgage-admin
  name: update_organization
  description: Modify region or branch details
- server: ncino-mortgage-admin
  name: list_loan_officer_state_licenses
  description: Retrieve paginated licenses for a loan officer
- server: ncino-mortgage-admin
  name: get_loan_officer_state_license
  description: Fetch a specific loan officer license by ID
- server: ncino-mortgage-admin
  name: create_loan_officer_state_license
  description: Add a state license to a loan officer
- server: ncino-mortgage-admin
  name: update_loan_officer_state_license
  description: Modify loan officer license information
- server: ncino-mortgage-admin
  name: list_organization_state_licenses
  description: Retrieve paginated licenses for an organization
- server: ncino-mortgage-admin
  name: get_organization_state_license
  description: Fetch an organization's specific license
- server: ncino-mortgage-admin
  name: create_organization_state_license
  description: Add a state license to an organization
- server: ncino-mortgage-admin
  name: update_organization_state_license
  description: Modify organization license details
- server: ncino-mortgage-admin
  name: list_partners
  description: Retrieve paginated partners for a loan officer with filtering options
- server: ncino-mortgage-admin
  name: get_partner
  description: Fetch a specific partner by ID
- server: ncino-mortgage-admin
  name: create_partner
  description: Add a new partner with contact and branding preferences
- server: ncino-mortgage-admin
  name: update_partner
  description: Modify partner information
- server: ncino-mortgage-admin
  name: enable_partner
  description: Reactivate a disabled partner
- server: ncino-mortgage-admin
  name: disable_partner
  description: Deactivate a partner
- server: ncino-mortgage-admin
  name: send_partner_invite
  description: Send an invitation email to a partner
- server: ncino-mortgage-admin
  name: get_job
  description: Check the status of an asynchronous operation by job ID