MCP tool

request_lender_intro

Request lender introductions

Request lender introductions through Capbench for the authenticated buyer. This shares the buyer's profile and deal summary with Capbench and, if the buyer consents, selected SBA lenders. Requires the user to explicitly confirm and to consent to being contacted; sharing with lenders is a separate consent.

Input

Field	Type	Notes
deal_summary	string	Short summary of the deal the buyer wants intros for.
consent_to_contactrequired	boolean	Must be true — buyer consents to be contacted by Capbench.
consent_to_share_with_lenders	boolean	True if the buyer consents to share their profile + deal with matched lenders.
user_confirmed	boolean	Must be true — the buyer confirmed this request.

Example call

Request intros and consent to share with lenders.

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "request_lender_intro",
    "arguments": {
      "deal_summary": "$1.2M logistics acquisition in IA",
      "consent_to_contact": true,
      "consent_to_share_with_lenders": true,
      "user_confirmed": true
    }
  }
}

POST to https://www.capbench.com/api/mcp.

Output

Personalized results computed from the authenticated user's own saved Capbench buyer profile (and any deal facts passed). Read tools return analysis; write tools confirm the change. Until the user connects Capbench, the tool returns an authentication/connect prompt instead.

Example response

Every result is wrapped in the standard CapBench envelope — same canonical_url, data_freshness, methodology, source_summary, caveats, and citation as the REST API.

{
  "ok": true,
  "canonical_url": "https://www.capbench.com/lenders",
  "data_freshness": {
    "sba_records_through": "2026-05-31",
    "fdic_records_through": "2026-03-31",
    "dealroom_last_updated": "2026-06-22",
    "timezone": "America/Chicago"
  },
  "source_summary": [
    "Public SBA 7(a) loan records",
    "FDIC institution data",
    "CapBench lender and franchise enrichment"
  ],
  "results": null,
  "caveats": [
    "CapBench data is market intelligence, not a credit decision or SBA eligibility determination."
  ],
  "citation": {
    "label": "CapBench SBA Intelligence",
    "url": "https://www.capbench.com/lenders",
    "source_type": "CapBench Data"
  }
}

Caveats

Requires the user to connect Capbench in ChatGPT (OAuth). Write tools also require explicit user confirmation (user_confirmed: true).
Estimates are heuristics from public SBA benchmarks plus the buyer's profile — not a credit decision or SBA eligibility determination.

Continuation URL

If the user isn't connected, the result asks them to connect Capbench in ChatGPT; if connected without a profile, it routes them to create one.

Lead & consent

Lender introductions and profile writes require explicit confirmation; sharing a profile with lenders is a separate, logged consent.

See this data on the site All tools