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Glama
binyaminboukaya

smart-npv-mcp

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SMARTNPV_API_KEYYesYour API key from the extended subscription. Required for API calls.
SMARTNPV_BASE_URLNoThe API host. Default is https://www.snpv.co.ilhttps://www.snpv.co.il

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
list_clientsA

List clients / leads. Supports paging (limit/offset) and a date range. Prefer a small limit (e.g. 25) — the unfiltered list can be very large. A client is a mortgage case with up to two borrowers: personal fields are suffixed _1 (primary) and _2 (co-applicant). Rows are under 'responseClients'. See docs/client-fields.md for the full field schema.

get_clientA

Fetch a single client by uuid or phone. Returns the full record under 'responseClientFields', including both borrowers (_1/_2), employment, income, contract amounts and the last note. See docs/client-fields.md.

get_client_documentationsA

List the documents attached to a client (what has been uploaded).

create_clientA

Create a new client. Fields go inside params, using the _1/_2 borrower field names from docs/client-fields.md (e.g. firstname_1, phone_1, income_1).

update_clientA

Update an existing client by uuid. Fields go inside params, using the _1/_2 borrower field names from docs/client-fields.md.

delete_clientA

Delete a client by uuid. Irreversible.

add_documentationC

Add a documentation record to a client.

upload_documentC

Upload a document file (PDF/PNG/JPG/JPEG) to a client.

get_client_statusA

Get the current status/stage of a client. Key for pipeline monitoring.

get_status_listA

List the status/stage definitions available in the account.

add_statusC

Add or set a status on a client. Fields go inside params.

create_productC

Create a product. Fields go inside params. Note: this path (with capital-P 'Products') comes from the vendor docs but has not been verified against the live API yet — confirm with Smart NPV before relying on it.

get_client_simulationsB

List a client's mortgage simulations.

get_simulationB

Fetch a specific simulation for a client.

add_simulationC

Add a mortgage simulation (mix) to a client.

delete_simulationA

Delete a simulation. Note: this path (singular 'simulation', not under clients/) comes from the vendor docs but has not been verified against the live API yet — confirm with Smart NPV before relying on it.

calc_simulationB

[Premium] Run the reform/recalculation engine on a request payload.

get_paymentsA

List a client's payments.

add_paymentB

Record a payment on a client (e.g. retainer / installment).

update_paymentB

Update an existing payment by payment_uuid.

get_contact_groupsA

List contact groups.

get_contactsA

List contacts (e.g. bankers, appraisers).

add_contactC

Add a contact. Fields go inside params.

add_contact_groupC

Add a contact group. Fields go inside params.

get_sourcesA

[Premium] List main lead sources (networks).

add_sourceB

[Premium] Add a main lead source. Fields go inside params.

update_sourceA

[Premium] Update a main lead source. Fields go inside params.

balance_report_parsingC

[Premium] Upload a bank balance report PDF for parsing.

get_banksA

[Premium] List banks supported by the balance-report service.

check_bank_availabilityB

[Premium] Check whether the balance-report service supports a given bank.

approval_in_principle_scanningC

[Premium] Upload a bank approval-in-principle document for scanning.

get_citiesA

Reference list of cities.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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