Claude connector
Ask Claude about maturing loans
Circlemark provides a Model Context Protocol (MCP) connector: connect it once and Claude can search loan maturities and reveal owner contacts under your account — live data, with every provenance label intact, in plain English.
What you can ask
- “Which multifamily loans in Brooklyn over $2M mature in the next 12 months? Sort by size.”
- “Show me Queens loans from debt funds coming due before next summer.”
- “Any maturing loans in Tarrant County with recorded distress signals?”
- “Who has been lending on $3M–$8M industrial in Collin County, and when did each last close?”
- “Who is behind the largest one? Reveal the contacts and draft a first-touch email that mentions their 2016 rate.”
- “How many reveal credits do I have left this month?”
Estimated maturities always travel with their label — the assistant is told which dates are stated on the recorded document, which are a stated rate reset read from the recorded rider (the event on 30-year paper, returned as maturityBasis: "reset", never as an estimate) and which are modelled (≈), the same rule as our methodology. A loan with a stated reset also carries the rate the rider states — the initial fixed rate, the index and margin it re-sets to, and the caps — and the assistant is told to quote them as stated, never to compute a current rate from the index.
Setup — about a minute
- Open connector settings. In claude.ai or Claude Desktop: Settings → Connectors → Add custom connector. In a Cowork workspace, an admin can add it for the whole team from the same place.
- Enter the connector URL. https://circlemark.ai/api/mcp — authentication is always required, and Claude registers itself automatically (no client ID to paste).
- Sign in and approve. Claude sends you to circlemark.ai to sign in — never asks for your password in the chat — and shows a consent screen listing exactly what it may access. Click Allow.
- Ask. Start with a search — it's free. The assistant will tell you before anything spends a credit.
Works with any Circlemark account, free seats included. Custom connectors are available on Claude’s paid plans; in Cowork (Team/Enterprise) workspaces an admin can enable the connector org-wide, with each person connecting as their own Circlemark seat.
The tools, and what they cost
| Tool | What it does | Cost |
|---|---|---|
search_loans | Search loans by maturity window, borough/county, size, lender, distress signals, borrower or street. | Free (plan's daily fair-use limits) |
get_property | One property and every loan recorded on it — the assessor's record, owner of record, sale history, each mortgage's terms, status, distress signals and the other properties on the loan, with links to the source documents. | Free (counts as a property view) |
find_lenders | Who has closed loans like yours — institutions ranked by recorded closings in a market, county, property type and size band, each dated to its last deal. | Free (counts as a search) |
get_lender | One lender's recorded footprint — closings by county, type and quarter, size band, the names the clerk recorded it under, its sibling desks, last 20 closings. | Free (counts as a property view) |
reveal_contacts | Unlock the people behind a property's loan — principals from the public record, each row citing its source, plus work emails from vendor lookups. | 1 credit · free if already unlocked |
find_phone | Run the direct-phone lanes for one person from a prior reveal. | 5 credits · charged only when a number lands |
add_to_watchlist | Pin a property to your watchlist — the hand-picked pipeline at /watchlist. | Free · capped per plan |
remove_from_watchlist | Unpin a property. | Free |
list_watchlist | The properties on your watchlist, newest pin first. | Free |
get_credit_balance | This month's reveal-credit allowance and usage. | Free |
Credits are the same allowance as the web app — 100 a month on a Data seat, 300 on Pro, and the free seat's 10 for the life of the seat (see pricing). Tool descriptions state every cost, so the assistant asks before spending; phone lookups never run unasked, and a phone hold is refunded when no number is found.
Security
- OAuth 2.1, not credentials. You sign in on circlemark.ai — Claude never sees your password and holds only a revocable token scoped to your seat.
- Your account, your limits. Everything runs as you: the same plan, daily search limits, and credit ledger as the web app.
- Revoke any time. Disconnect from Claude’s connector settings, or from your Circlemark account — either ends access immediately.
Troubleshooting
- “Authentication” options: choose always required; for the OAuth client, register automatically — no client ID needed.
- Sign-in loops or a stale connection: remove the connector and add it again; the consent screen only appears the first time.
- Coverage: New York City (four ACRIS boroughs), Dallas–Fort Worth (Dallas, Tarrant, Collin, Denton), Houston (Harris), Austin (Travis), and San Antonio (Bexar) — every live county answers through the same tools. New metros appear as their backfills complete.
Questions or a connector that misbehaves: founders@circlemark.ai. For how the data itself is built, read the methodology.