Connect Claude

Once connected, Claude can read your Underwrote.AI workspace data — deals, comparables, underwriting defaults, audit history — and answer questions or draft outputs (IC memos, market scans, peer comparisons) grounded in your real models.

What you get

Four resources Claude can browse:

• underwrote://deals — your deal pipeline (name, market, key count, latest proforma metrics)
• underwrote://comparables — comparables auto-linked across your deals
• underwrote://defaults — your saved underwriting defaults from Settings
• underwrote://audit-events — recent activity in your workspace

And four tools Claude can invoke:

• get_deal — full deal record + latest proforma snapshot
• list_comparables_for_market — comparables filtered by market, property type, key-count band
• get_underwriting_defaults — your house assumptions
• get_deal_history — audit trail for a specific deal

Setup

1. Generate a token in Underwrote.AI

1. Sign in at underwrote.ai.
2. Click Integrations in the left sidebar.
3. Click + Create token.
4. Give it a memorable name (e.g., “My MacBook” or “Production Claude Workspace”).
5. Leave all four scopes checked unless you want to narrow access.
6. Click Create.
7. Copy the token immediately. It starts with uw_ and is shown only once. We bcrypt-hash it at rest — we cannot show it to you again.

2. Add it to Claude

Claude Desktop / Claude Code: Open Claude → Settings → Connectors → Add custom MCP, then paste:

• URL: https://underwrote.ai/api/mcp
• Authentication: Bearer token
• Token: the uw_… value you copied

Claude will call initialize and discover the available resources + tools automatically.

Other MCP clients: Use HTTP transport. Send Authorization: Bearer uw_… on every request. The server speaks JSON-RPC 2.0 over POST and supports SSE (Accept: text/event-stream) when you want streaming responses.

3. Test the connection

Ask Claude something like “What deals do I have in my Underwrote.AI workspace?” It should call list_resources, hit underwrote://deals, and respond with your deal summaries.

Token management

• Revoke — go to Integrations → find the token → click Revoke. Any active Claude session using it is disconnected immediately. The token row stays visible (greyed out, REVOKED badge) for 30 days, then is hard-deleted.
• Last used — every successful auth updates the Last used timestamp. Use this to spot stale tokens.
• Scopes— to change a token's scopes, revoke it and create a new one. Tokens are immutable post-creation.

Limits

• 60 requests per minute per token. Hit the wall and the server returns JSON-RPC error -32004 with a Retry-After header.
• Read-only. Claude cannot mutate deals, snapshots, comparables, or any other workspace state.
• Workspace-scoped. A token only sees its own workspace's data. Cross-workspace access is impossible.

Troubleshooting

• -32001 Unauthorized — check the token is correct and not revoked.
• -32002 Missing scope — your token doesn't carry the scope a tool requires. Revoke + recreate with the missing scope checked.
• -32004 Rate limited — wait until the Retry-After window passes, or split work across multiple tokens.
• Slow responses — Claude waits for the entire response before showing it. Big deals (lots of snapshots, audit history) can take a moment.

Privacy

• Tokens grant Claude read-only access to your workspace. They cannot access other workspaces.
• Every Claude tool call is logged to your workspace's audit trail.
• Underwrote.AI does not share your deal data with Anthropic, Claude, or any third party. Only what you ask Claude to read leaves your workspace, and only over the connection you authorized.

Full policy at underwrote.ai/privacy.

Help

Email support@underwrote.ai with your token's prefix (the first 8 chars, e.g., uw_a3f9…) and a description of the issue. Don't paste the full token.