• NEW DATA
  • RETRIEVAL
  • OVERVIEW
  • HUMAN

How to manage borrower data with your AI

Connect LendAPI to your AI client to handle profile creation and data lookups through simple chat commands.

Ask AI about this page

Short answer

How can I manage borrower data with my AI?

You can create new borrower profiles and pull specific historical metadata using your chat interface. Your AI uses LendAPI to execute these actions directly from your conversation. You'll get immediate access to borrower details and list management.

Data management outcomes

Where your data lands

Your AI handles the heavy lifting for these four tasks.

NEW DATA

Instant profile creation

The AI builds new borrower records based on the info you provide in chat. It sends the data straight to LendAPI.

RETRIEVAL

Detailed metadata access

Ask for specific history or background on any borrower. Your AI pulls the full details from the system.

OVERVIEW

Complete borrower lists

Get a full rundown of all existing borrowers. Your AI fetches the list so you can scan it quickly.

HUMAN

Manual data review

You decide when a profile needs a manual audit. The AI provides the data, but you make the final call.

The workflow

What your AI does when the data arrives.

The AI acts as the bridge between your chat and the LendAPI database.

  1. Identify the request

    Your AI parses your message to see if you want to add a person, find someone, or list everyone.

    list_borrowers

  2. Create a profile

    When you provide new borrower info, the AI sends a command to register them in the system.

    create_new_borrower

  3. Fetch the list

    If you need to see who is currently in the system, the AI pulls the full directory.

    list_borrowers

  4. Pull specific history

    For deep dives into a single person's metadata, the AI grabs the specific record you asked for.

    get_borrower_details

Try it

Copy these to start.

Use these prompts to trigger actions in LendAPI.

Starting points

These are basic templates. Swap out the names and details with your actual borrower information.

LendAPI Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_uBilWZJgEpDpbJPYyyLrSlv1Sn8TcjyGl1QUzT3P/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — LendAPI capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lendapi-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_uBilWZJgEpDpbJPYyyLrSlv1Sn8TcjyGl1QUzT3P/mcp"
    }
  }
}
Copy into chat04

  • Create a new borrower profile for John Doe with an email of john@example.com.

  • List all borrowers currently in the LendAPI system.

  • Get the detailed metadata for the borrower named Sarah Jenkins.

  • Show me the details for the borrower with ID 98765.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect LendAPI once, then ask.

Just link your account through Vinkius. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect LendAPI to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete borrower profiles?

    No. The current tools only allow for creating, listing, and retrieving data. Deletions must be handled manually in LendAPI.

  • 02

    Can I update existing borrower information?

    No. There is no tool available to modify existing records through this connector.

  • 03

    Does the AI store my borrower data?

    No. The AI only accesses the data through the tools to answer your specific requests.

  • 04

    Can I pull reports from LendAPI?

    The AI can list borrowers and get individual details, but it cannot generate custom PDF or CSV reports.

  • 05

    How do I know if a new profile was created successfully?

    The AI will confirm the action once the tool completes the request.

  • More questions about LendAPI? The Connector page answers them. See everything the LendAPI Connector can do

Connect LendAPI to Claude, Cursor, ChatGPT & more