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Manage Smart NPV mortgage CRM files, statuses, documents, and simulations in natural language.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "smart-npv-mcp" yet — see the docs or source repo.
Find client Cohen in Smart NPV, update the status to "Waiting for income proof", and tell me whether the update succeeded.
Returns the update result and confirms whether the client file was successfully changed.
Check the Levy client file in Smart NPV and list which documents are currently missing.
Outputs a list of missing documents or materials for follow-up.
Read the simulation records for client Ben-David in Smart NPV and summarize the available options.
Returns a brief summary of the client's related simulation options.
Mortgage advisors or back-office staff can query and update client files in Smart NPV using natural language, reducing manual clicks and page switching. It is useful during routine client follow-up.
When you need to confirm a client's current stage or check whether documents are complete, this tool helps AI read status and document information. It fits workflows that involve handling multiple client cases.
When preparing mortgage options, advisors can ask AI to retrieve and organize simulation records from Smart NPV. This makes it easier to compare and discuss different options quickly.
This is an MCP tool that lets AI agents interact with the Smart NPV CRM. It supports natural-language management of client files, statuses, documents, and simulation records.
The description indicates it is for the Smart NPV CRM used by Israeli mortgage advisors. It is most relevant if your work depends on that system for client and document management.
Based on the provided description, you can use AI to work with client files, statuses, documents, and simulations. For specific fields, permissions, or installation details, see the source repository.
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