Admin MCP Server
The Admin MCP Server lets organization administrators query and manage nCino Mortgage admin data through a supported AI client — loan officers, team members, regions and branches, state licenses, partners, and async job status.
| Endpoint | https://ncinomortgage.com/mcp/admin |
| Audience | Organization administrators |
| Prerequisite | Admin MCP Server enabled for your company |
For shared setup, OAuth, access controls, and troubleshooting, see MCP Connectors.
Connect in Claude
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Open Claude → Settings → Connectors.
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Click Add connector.
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Enter the MCP server URL:
https://ncinomortgage.com/mcp/admin -
Complete the OAuth sign-in flow with your nCino Mortgage credentials.
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Enable the connector in your conversations.
Available tools
Tool names are prefixed with ncino_mortgage_ when exposed to MCP clients (for example, list_loan_officers → ncino_mortgage_list_loan_officers). All tools return JSON matching the nCino Mortgage API schemas. List endpoints support page and page_size for pagination.
Loan Officers
list_loan_officers
List loan officers with optional filters. Returns paginated results.
| Param | Type | Required | Description |
|---|---|---|---|
org_id | string | Organization (company, region, or branch) ID to filter loan officers by. | |
email | string | Email to filter loan officers by. | |
is_admin | boolean | Filter by admin status. | |
is_active | boolean | Filter by active status. | |
page | integer | Page number. | |
page_size | integer | Number of results per page. |
get_loan_officer
Retrieve a single loan officer by ID.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | The loan officer ID (UUID). |
create_loan_officer
Create a new loan officer record.
| Param | Type | Required | Description |
|---|---|---|---|
first_name | string | ✅ | Loan officer's first name. |
last_name | string | ✅ | Loan officer's last name. |
email | string | ✅ | Loan officer's email. |
phone | string | ✅ | Loan officer's phone. |
website | string | ✅ | Loan officer's website URL. |
address | object | ✅ | Loan officer's address (street1, street2, city, state, zip). State is required. |
nmls | string | Loan officer's NMLS ID. | |
cost_center | string | Cost center identifier. | |
title | string | Loan officer's title. | |
office_phone | string | Loan officer's office phone. | |
bio | string | Loan officer's bio. | |
is_discoverable | boolean | Whether the loan officer is discoverable by borrowers. |
update_loan_officer
Update a loan officer record.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
first_name | string | Loan officer's first name. | |
last_name | string | Loan officer's last name. | |
email | string | Loan officer's email. | |
phone | string | Loan officer's phone. | |
office_phone | string | Loan officer's office phone. | |
website | string | Loan officer's website URL. | |
nmls | string | Loan officer's NMLS ID. | |
cost_center | string | Cost center identifier. | |
title | string | Loan officer's title. | |
bio | string | Loan officer's bio. | |
is_discoverable | boolean | Whether the loan officer is discoverable by borrowers. | |
address | object | Loan officer's address (street1, street2, city, state, zip). | |
third_party | object | Third party integration info (credit_user_id, crm_user_id, crm_user_type). |
promote_loan_officer
Promote a loan officer to organization admin.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
demote_loan_officer
Demote a loan officer from organization admin.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
disable_loan_officer
Deactivate a loan officer. Optionally reassign borrowers and partners.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
borrower_LO_reassignment | string | Loan officer ID to reassign borrowers to. Uses default LO if not provided. | |
partner_LO_reassignment | string | Loan officer ID to reassign partners to. Uses default LO if not provided. |
enable_loan_officer
Re-enable a disabled loan officer.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
change_loan_officer_org
Move a loan officer to a different organization.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
org_type | enum (COMPANY/REGION/BRANCH) | ✅ | Target organization type. |
org_id | string | ✅ | Target organization ID (UUID). |
send_loan_officer_welcome_email
Send a welcome email to a loan officer.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
Team Members
list_team_members
List team members with optional filters.
| Param | Type | Required | Description |
|---|---|---|---|
role | string | Role type to filter by (e.g. PROCESSOR, CLOSER, UNDERWRITER). | |
email | string | Email to filter by. | |
is_active | boolean | Filter by active status. | |
page | integer | Page number. | |
page_size | integer | Number of results per page. |
get_team_member
Retrieve a team member by ID.
| Param | Type | Required | Description |
|---|---|---|---|
team_member_id | string | ✅ | Team member ID (UUID). |
create_team_member
Create a new team member record.
| Param | Type | Required | Description |
|---|---|---|---|
first_name | string | ✅ | Team member's first name. |
last_name | string | ✅ | Team member's last name. |
email | string | ✅ | Team member's email. |
role | string | ✅ | Team member's role (e.g. PROCESSOR, CLOSER, UNDERWRITER). |
phone | string | Team member's phone. | |
nmls | string | Team member's NMLS ID. |
update_team_member
Update a team member record.
| Param | Type | Required | Description |
|---|---|---|---|
team_member_id | string | ✅ | Team member ID (UUID). |
first_name | string | Team member's first name. | |
last_name | string | Team member's last name. | |
email | string | Team member's email. | |
phone | string | Team member's phone. | |
role | string | Team member's role (e.g. PROCESSOR, CLOSER, UNDERWRITER). | |
nmls | string | Team member's NMLS ID. | |
third_party | object | Third party integration info (credit_user_id). |
disable_team_member
Deactivate a team member.
| Param | Type | Required | Description |
|---|---|---|---|
team_member_id | string | ✅ | Team member ID (UUID). |
enable_team_member
Re-enable a disabled team member.
| Param | Type | Required | Description |
|---|---|---|---|
team_member_id | string | ✅ | Team member ID (UUID). |
change_team_member_org
Move a team member to a different organization.
| Param | Type | Required | Description |
|---|---|---|---|
team_member_id | string | ✅ | Team member ID (UUID). |
org_type | enum (COMPANY/REGION/BRANCH) | ✅ | Target organization type. |
org_id | string | ✅ | Target organization ID (UUID). |
send_team_member_welcome_email
Send a welcome email to a team member.
| Param | Type | Required | Description |
|---|---|---|---|
team_member_id | string | ✅ | Team member ID (UUID). |
Organizations
get_my_company
Retrieve the company associated with the current authenticated user.
No parameters.
No parameters.
list_organizations
List regions or branches. Regions are listed under a company; branches are listed under a region.
| Param | Type | Required | Description |
|---|---|---|---|
org_type | enum (region/branch) | ✅ | Organization type to list. |
parent_id | string | ✅ | Parent ID (UUID). Company ID for regions, region ID for branches. |
state | string | State code to filter by. | |
page | integer | Page number. | |
page_size | integer | Number of results per page. |
get_organization
Get a region or branch by ID.
| Param | Type | Required | Description |
|---|---|---|---|
org_type | enum (region/branch) | ✅ | Organization type. |
parent_id | string | ✅ | Parent ID (UUID). Company ID for regions, region ID for branches. |
org_id | string | ✅ | Organization ID (UUID) of the region or branch. |
create_organization
Create a region or branch.
| Param | Type | Required | Description |
|---|---|---|---|
org_type | enum (region/branch) | ✅ | Organization type to create. |
parent_id | string | ✅ | Parent ID (UUID). Company ID for regions, region ID for branches. |
name | string | ✅ | Organization name. |
nmls | string | NMLS ID. | |
address | object | Address (street1, street2, city, state, zip). |
update_organization
Update a region or branch.
| Param | Type | Required | Description |
|---|---|---|---|
org_type | enum (region/branch) | ✅ | Organization type. |
parent_id | string | ✅ | Parent ID (UUID). Company ID for regions, region ID for branches. |
org_id | string | ✅ | Organization ID (UUID) of the region or branch. |
name | string | Organization name. | |
nmls | string | NMLS ID. | |
address | object | Address (street1, street2, city, state, zip). |
State Licenses
list_loan_officer_state_licenses
List state licenses for a loan officer.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
state | string | State code to filter by. | |
page | integer | Page number. | |
page_size | integer | Number of results per page. |
get_loan_officer_state_license
Get a loan officer state license by ID.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
state_license_id | string | ✅ | State license ID (UUID). |
create_loan_officer_state_license
Create a state license for a loan officer.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
state | string | ✅ | State code (e.g. UT, CA). |
license_number | string | ✅ | License number. |
state_license_template_id | string | State license template ID (UUID). |
update_loan_officer_state_license
Update a loan officer state license.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
state_license_id | string | ✅ | State license ID (UUID). |
license_number | string | License number. | |
state_license_template_id | string | State license template ID (UUID). |
list_organization_state_licenses
List state licenses for a region or branch.
| Param | Type | Required | Description |
|---|---|---|---|
org_type | enum (region/branch) | ✅ | Organization type. |
org_id | string | ✅ | Organization ID (UUID). |
state | string | State code to filter by. | |
page | integer | Page number. | |
page_size | integer | Number of results per page. |
get_organization_state_license
Get a state license for a region or branch by ID.
| Param | Type | Required | Description |
|---|---|---|---|
org_type | enum (region/branch) | ✅ | Organization type. |
org_id | string | ✅ | Organization ID (UUID). |
state_license_id | string | ✅ | State license ID (UUID). |
create_organization_state_license
Create a state license for a region or branch.
| Param | Type | Required | Description |
|---|---|---|---|
org_type | enum (region/branch) | ✅ | Organization type. |
org_id | string | ✅ | Organization ID (UUID). |
state | string | ✅ | State code (e.g. UT, CA). |
license_number | string | ✅ | License number. |
state_license_template_id | string | State license template ID (UUID). |
update_organization_state_license
Update a state license for a region or branch.
| Param | Type | Required | Description |
|---|---|---|---|
org_type | enum (region/branch) | ✅ | Organization type. |
org_id | string | ✅ | Organization ID (UUID). |
state_license_id | string | ✅ | State license ID (UUID). |
license_number | string | License number. | |
state_license_template_id | string | State license template ID (UUID). |
Partners
list_partners
List partners for a loan officer.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
email | string | Filter by partner email. | |
accepted_invite | boolean | Filter by accepted invite status. | |
page | integer | Page number. | |
page_size | integer | Number of results per page. |
get_partner
Get a partner by ID.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
partner_id | string | ✅ | Partner ID (UUID). |
create_partner
Create a partner for a loan officer.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
first_name | string | ✅ | Partner's first name. |
last_name | string | ✅ | Partner's last name. |
email | string | ✅ | Partner's email. |
mobile_phone | string | Partner's phone number. | |
professional_title | string | Partner's professional title. | |
list_partner_first | boolean | Whether the partner is listed first. | |
is_cobranded | boolean | Whether the partner is cobranded. | |
address | object | Partner's address (street1, street2, city, state, zip). |
update_partner
Update a partner record.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
partner_id | string | ✅ | Partner ID (UUID). |
first_name | string | Partner's first name. | |
last_name | string | Partner's last name. | |
mobile_phone | string | Partner's phone number. | |
professional_title | string | Partner's professional title. | |
list_partner_first | boolean | Whether the partner is listed first. | |
is_cobranded | boolean | Whether the partner is cobranded. | |
address | object | Partner's address (street1, street2, city, state, zip). |
enable_partner
Re-enable a disabled partner.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
partner_id | string | ✅ | Partner ID (UUID). |
disable_partner
Disable a partner.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
partner_id | string | ✅ | Partner ID (UUID). |
send_partner_invite
Send an invite email to a partner.
| Param | Type | Required | Description |
|---|---|---|---|
loan_officer_id | string | ✅ | Loan officer ID (UUID). |
partner_id | string | ✅ | Partner ID (UUID). |
Jobs
get_job
Check the status of an asynchronous job.
| Param | Type | Required | Description |
|---|---|---|---|
job_id | string | ✅ | Job ID (UUID). |
Updated 8 days ago
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