Getting Started

Get answers and take action in nCino Mortgage without opening the console. nCino Mortgage MCP (Model Context Protocol) connectors let supported AI clients understand natural language requests and call the right tools on your behalf — from checking a pipeline to onboarding a loan officer — while staying inside your existing permissions.

Which connector should I use?

I am…	Use	What it can do
An organization administrator	nCino Mortgage Admin MCP Server	Manage loan officers, team members, regions and branches, licenses, and partners
A loan officer	nCino Mortgage LO MCP Server	Work with loans, borrowers, applications, AUS, partners, and borrower communications

Use the connector that matches your role. Admin and loan-officer access are separate on purpose.

What's Required

You have an active nCino Mortgage login with permission to the data you want to use. If you cannot open a record in nCino Mortgage, the connector cannot return it either.
Your company has nCino Mortgage API credentials. Your nCino account team can confirm this if you are unsure.
You are using a supported client, such as Claude. If MCP is not enabled for your company, the connector will look like it cannot be found (a 404), even if your login is valid.

Connect in Claude

The steps are the same for both connectors. Only the URL changes.

Open Claude → Settings → Connectors.
Click Add connector.
Paste the URL for your role:
- Administrators: https://ncinomortgage.com/mcp/admin
- Loan officers: https://ncinomortgage.com/mcp/lo
Sign in with your nCino Mortgage credentials when the browser window opens.
Approve access.
Return to Claude. The connector should show as connected. Its tools are available in your conversations.

Note: To disconnect, remove or disable the connector in Claude settings. To connect again, repeat these steps. You may need to sign in again if your session has expired.

* The nCino Mortgage connectors will be available in Claude’s public directory soon. Until then, add them by URL. The same steps work in other MCP clients (ChatGPT, Gemini, and similar) — use Add connector or the equivalent, then paste the same URL.

What you can ask

Once connected, try questions like:

“What can this connector do?”
“Describe the tools available on this server.”

Administrators

“List active loan officers in my company.”
“Which branches are under this region?”

Loan officers

“Show my active loans.”
“Get details for loan [loan number].”

Full tool lists, including every parameter:

If something goes wrong

What you see	What it usually means	What to do
Connector not found / 404	MCP is not enabled for your company	Ask your nCino Customer Success manager to enable Admin or LO MCP
Sign-in worked, but tools fail with 401	Your session expired	Disconnect and connect again
“Not authorized to access this resource”	Your nCino Mortgage role cannot see that data	Confirm you can open the same record in nCino Mortgage
“Resource not found”	Wrong ID, or the record is outside your company	Check the ID and that it belongs to your organization

Support

Turning a connector on: your nCino Customer Success manager
Permission questions: your organization’s nCino Mortgage administrator
Technical issues: open a support case with nCino Mortgage support. Include the connector URL, about when it happened, and the error from your AI client.

Building an MCP client or integrating outside Claude? See the MCP technical reference.