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Connect Your AI to Funding Machine

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What your AI can do

• “Find the contact named Maria Lopez and give me her credit summary.”
• “Summarize the funding plan for this applicant and draft a follow-up email.”
• “Which applicants need follow-up this week, and who has an appointment set?”
• “How did our funding volume trend over the last 90 days?”

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Step 1 — Create an API key

1. In Funding Machine, go to Settings → Integrations
2. Under AI Integration (MCP), click Create key
3. Name the key after where you’ll use it (e.g. “Claude Desktop — ops team”)
4. Copy the key immediately. For security, the full key is shown only once. If you lose it, revoke it and create a new one.

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Step 2 — Connect your assistant

https://marketplace-app.myfundingmachine.com/api/mcp

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Claude (claude.ai and Claude Desktop)

1. Open Settings → Connectors (on claude.ai, under your profile; in Claude Desktop, under Settings)
2. Click Add custom connector
3. Enter the endpoint URL above
4. When prompted for authentication, choose API key / Bearer token and paste your fmk_... key
5. Start a new conversation — the Funding Machine tools appear in the tools menu

{
  "mcpServers": {
    "funding-machine": {
      "type": "http",
      "url": "https://marketplace-app.myfundingmachine.com/api/mcp",
      "headers": {
        "Authorization": "Bearer fmk_YOUR_KEY_HERE"
      }
    }
  }
}

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ChatGPT

1. Open Settings → Connectors (requires a plan with custom connector support)
2. Click Create under custom connectors
3. Enter the endpoint URL and select Bearer token authentication
4. Paste your fmk_... key and save
5. Enable the connector in a conversation from the composer’s tools menu

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Custom agents and frameworks

import { Client } from "@modelcontextprotocol/sdk/client/index.js";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js";

const transport = new StreamableHTTPClientTransport(
  new URL("https://marketplace-app.myfundingmachine.com/api/mcp"),
  {
    requestInit: {
      headers: { Authorization: "Bearer fmk_YOUR_KEY_HERE" },
    },
  },
);

const client = new Client({ name: "my-agent", version: "1.0.0" });
await client.connect(transport);
const tools = await client.listTools();

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Managing access

• See every key — its name, when it was created, and when it was last used
• Revoke instantly — a revoked key stops working on the next request
• Audit trail — the “Recent agent activity” list shows every tool call your connected AIs have made, so you always know what they looked up

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Limits and security

• Read-only: no tool can create, modify, or delete anything
• Account-scoped: a key only ever sees data for the account it was created in
• Rate-limited: 60 requests per minute per key, so a runaway agent loop can’t hammer your data
• No raw PII: credit tools return summaries and decisions, never full report contents
• Hashed at rest: we store only a one-way hash of your key — nobody, including support, can recover the full key after creation