Description

Specter Systems helps merchants and brokers complete business financing intake, upload bank statements and supporting documents, and track financing applications. Authenticated Specter users can review their own recent applications, facilities, lender submissions, and offer status.

Capabilities

No special capabilities listed

AI Agent Discovery

SpecterSystems.io is indexed by Tedix as a structured ai application listing for AI assistants, search crawlers, and users comparing agent-ready apps.

  • SpecterSystems.io is categorized as AI application.
  • Developer: Specter Systems.
  • Connector type: AI-Powered App.
  • Current connector status: Connected.
  • Observed distribution channels: chatgpt.
  • Available regions: US, FR, GB, ES, KR, IN.

Use this page to understand whether SpecterSystems.io is relevant for ai application workflows in AI assistants.

For MCP discovery, this listing helps crawlers connect SpecterSystems.io to tool, resource, prompt, and server-health signals instead of treating it as a generic directory entry.

The canonical Tedix directory URL is https://tedix.dev/apps/spectersystemsio/.

Crawlable Profile

Source and availability

Tedix identifies SpecterSystems.io from Upstream Mcp tool source; Store sources: ChatGPT app store; Distribution: Ecosystem Directory. Availability is reported for US, FR, GB, ES, KR, IN.

Auth, tools, and actions

Authentication: Requires Login. No special capability flags are currently listed. Current MCP inventory reports 56 tools, 6 resources, and 0 prompts.

  • Compare Application Offers · Read-only action

    Reads and compares available offers for one authenticated facility/application. Use when the user asks which offer is better or wants financing terms side by side. This is read-only.

  • Create Application Facility · External-world action

    Creates an authenticated facility/application record inside the user's Specter tenant. Use for internal users or brokers who explicitly ask to create a facility after authentication. This is additive but writes live CRM/FOS data.

  • Create Lender Submission · External-world action

    Creates an authenticated lender submission for a specific facility/application. Use only when the user explicitly asks to submit or prepare a facility for a lender. This writes live submission pipeline data.

  • Create Workflow Draft · External-world action

    Creates a new inactive Workflow V3 draft for the authenticated tenant. Use only after the user asks to create a workflow and the graph has been validated or intentionally saved as an incomplete draft. The MCP server forces is_draft=true and is_active=false; publish_workflow is required to activate live automation.

  • Get Application Details · Read-only action

    Gets one authenticated facility/application by ID, including currently available related entities and pipeline status. For entity-specific questions about one known facility/application, call this first with the known facility_id instead of doing a broad search. Use before submission-list tools when the user asks for that facility's status, approval posture, offers, lender outcomes, or history. Requires account authorization and does not mutate data.

  • Get Application History · Read-only action

    Reads timeline/history for a facility/application visible to the authenticated user, including related activity/events the backend exposes. Use when the user asks what happened on an application or wants recent changes. It is read-only.

  • Get Bank Statement · Read-only action

    Gets one bank statement visible to the authenticated user. Use when the user asks for statement details, analysis, linked facility, risk signals, or included periods. It is read-only.

  • Get Bank Statement History · Read-only action

    Reads timeline/history for a bank statement visible to the authenticated user. Use when the user asks how a statement or its analysis changed. It is read-only.

Plus 48 additional actions in the full tool inventory.

Verification freshness

  • Catalog synced 14h ago (June 6, 2026)
  • Connector checked 11h ago (June 6, 2026)
  • MCP scanned 11h ago (June 6, 2026)
  • Directory updated 11h ago (June 6, 2026)

Publisher Intelligence

Insights and recommendations for app publishers. See how your app performs and how to improve discoverability.

Server Status specter-fos-mcp v0.3.0

56
Tools
6
Resources
0
Prompts
https://mcp.spectersystems.io/mcp

Last checked: 11h ago

Technical Details
Connection Latency 875ms

Tools(56)

Showing 56 of 56 tools

Sorted by toolName
ToolDescriptionFlagsTestLast Tested
compare_application_offers
Reads and compares available offers for one authenticated facility/application. Use when the user asks which offer is better or wants financing terms side by side. This is read-only.
read-only
0%Latency 556ms
10h ago
create_application_facility
Creates an authenticated facility/application record inside the user's Specter tenant. Use for internal users or brokers who explicitly ask to create a facility after authentication. This is additive but writes live CRM/FOS data.
0%Latency 457ms
10h ago
create_lender_submission
Creates an authenticated lender submission for a specific facility/application. Use only when the user explicitly asks to submit or prepare a facility for a lender. This writes live submission pipeline data.
0%Latency 519ms
10h ago
create_workflow_draft
Creates a new inactive Workflow V3 draft for the authenticated tenant. Use only after the user asks to create a workflow and the graph has been validated or intentionally saved as an incomplete draft. The MCP server forces is_draft=true and is_active=false; publish_workflow is required to activate live automation.
0%Latency 458ms
10h ago
get_application_details
Gets one authenticated facility/application by ID, including currently available related entities and pipeline status. For entity-specific questions about one known facility/application, call this first with the known facility_id instead of doing a broad search. Use before submission-list tools when the user asks for that facility's status, approval posture, offers, lender outcomes, or history. Requires account authorization and does not mutate data.
read-only
0%Latency 471ms
10h ago
get_application_history
Reads timeline/history for a facility/application visible to the authenticated user, including related activity/events the backend exposes. Use when the user asks what happened on an application or wants recent changes. It is read-only.
read-only
0%Latency 464ms
10h ago
get_bank_statement
Gets one bank statement visible to the authenticated user. Use when the user asks for statement details, analysis, linked facility, risk signals, or included periods. It is read-only.
read-only
0%Latency 457ms
10h ago
get_bank_statement_history
Reads timeline/history for a bank statement visible to the authenticated user. Use when the user asks how a statement or its analysis changed. It is read-only.
read-only
0%Latency 449ms
10h ago
get_bank_statement_period
Gets one bank statement period visible to the authenticated user. Use for period-level revenue, balances, NSF, DSR, fraud, and MCA-position analysis. It is read-only.
read-only
0%Latency 461ms
10h ago
get_communication_channel_for_entity
Gets the communication channel for a specific entity visible to the authenticated user. Use before reading or sending messages tied to a facility, submission, lead, counterparty, or lender. It is read-only.
read-only
0%Latency 461ms
10h ago
get_lender_submission
Gets one lender submission visible to the authenticated user. Use when the user asks for lender submission details, current status, requested terms, offered terms, approved terms, or lender response context. It is read-only and tenant/user scope is enforced by the backend.
read-only
0%Latency 453ms
10h ago
get_my_specter_profile
Reads the authenticated user's Specter profile, active tenant, and role context. Use before user-specific application, facility, or submission requests to confirm identity and authorization. Requires a connected Specter account or bearer token; it does not mutate data.
read-only
0%Latency 445ms
10h ago
get_public_application_form
Fetches the public signed intake form for a merchant or broker without requiring a Specter user account. Use when a non-user wants to apply for business financing or a broker wants to start signup. It returns the live form schema and public bank-login/upload configuration; it does not submit anything.
read-only
100%Latency 657ms
10h ago
get_submission_history
Reads timeline/history for a lender submission visible to the authenticated user. Use when the user asks for submission history, status changes, lender events, or related activity. It is read-only.
read-only
0%Latency 467ms
10h ago
get_tax_return
Gets one tax return visible to the authenticated user. Use when the user asks for tax return details, years, profitability summary, linked application, or risk signals. It is read-only.
read-only
0%Latency 453ms
10h ago
get_tax_return_history
Reads timeline/history for a tax return visible to the authenticated user. Use when the user asks how a tax return or its analysis changed. It is read-only.
read-only
0%Latency 451ms
10h ago
get_tax_return_year
Gets one tax return year visible to the authenticated user. Use for annual tax metrics, extracted fields, profitability, ownership, and document URLs. It is read-only.
read-only
0%Latency 457ms
10h ago
get_workflow_fos_entity_fields
Reads the field schema for one FOS entity type available to Workflow V3. Use before configuring conditions, mappings, or node data fields. It is read-only.
read-only
0%Latency 444ms
10h ago
list_application_bank_statements
Lists bank statement records visible to the authenticated user, optionally filtered to one facility/application, counterparty, or status. Use when the user asks for statements, statement files, processing state, or statement analysis linked to an application. It is read-only.
read-only
Not tested
list_application_submissions
Lists lender submissions visible to the authenticated user, optionally filtered to one facility/application, lender, status, or recent-day window. For a specific facility/application, pass only query.facility_id unless the user explicitly named a specific lender/status/time window; never send placeholder values such as 0, empty strings, or unknown capital_source_id. Use after get_application_details for entity-specific submission status, approvals, declines, offers, and lender history. It is read-only.
read-only
Not tested
list_application_tax_returns
Lists tax return records visible to the authenticated user, optionally filtered to one facility/application, counterparty, or status. Use when the user asks for tax returns, profitability, tax years, or tax-document analysis linked to an application. It is read-only.
read-only
Not tested
list_available_email_senders
Lists email sender identities available to the authenticated user. Use before sending email through MCP so the user can pick a permitted sender. It is read-only.
read-only
Not tested
list_bank_statement_periods
Lists periods/months for a bank statement visible to the authenticated user. Use when the user asks for monthly revenue, balances, NSF counts, DSR, fraud signals, or period-level statement details. It is read-only.
read-only
Not tested
list_channel_messages
Lists messages in a communication channel visible to the authenticated user. Use to retrieve SMS, email, internal notes, or thread context before answering or sending. It is read-only.
read-only
Not tested
list_communication_channels
Lists communication channels visible to the authenticated user. Use when the user wants recent SMS/email/internal conversation context for applications, submissions, leads, or counterparties. It is read-only.
read-only
Not tested
list_conversation_messages
Lists messages in a conversation visible to the authenticated user. Use when a user asks for a specific SMS/email conversation thread. It is read-only.
read-only
Not tested
list_email_records
Lists email audit records visible to the authenticated user, optionally filtered by facility, submission, lead, counterparty, direction, sender, or recipient. Use when the user asks for recent email activity or lender email history. It is read-only.
read-only
Not tested
list_my_recent_applications
Lists recent financing application/facility records visible to the authenticated user. Use when the user asks what applications, deals, facilities, or funding requests they recently have in Specter. Filters are intentionally narrow: page size, recent-day window, status/stage, and search text.
read-only
Not tested
list_sms_records
Lists SMS audit records visible to the authenticated user, optionally filtered by facility, submission, lead, counterparty, direction, or phone. Use when the user asks for recent SMS activity or text-message history. It is read-only.
read-only
Not tested
list_tax_return_years
Lists year-level records for a tax return visible to the authenticated user. Use when the user asks for annual tax metrics, revenue, profitability, ownership, or extracted year details. It is read-only.
read-only
Not tested
list_workflow_builder_catalog
Reads the authenticated tenant's Workflow V3 builder catalog, including available triggers, node categories, FOS actions, handles, and field configuration needed to design a Temporal-backed workflow. Use this before creating or changing workflows so the assistant only uses supported node vocabulary. It is read-only.
read-only
Not tested
list_workflow_fos_entities
Lists FOS entity types available to Workflow V3 configuration for the authenticated tenant. Use before building entity-triggered workflows or field conditions. It is read-only.
read-only
Not tested
list_workflow_node_types
Reads the registered Workflow V3 node types and categories available to the authenticated tenant. Use when selecting or explaining valid workflow nodes. It is read-only and must be used instead of inventing node type names.
read-only
Not tested
publish_workflow
Publishes a validated Workflow V3 draft for the authenticated tenant. Use only after validation passes, the assistant summarizes the affected trigger/actions, and the user explicitly confirms publishing. This can activate live Temporal automation, so the input requires confirm_publish=true.
destructive
Not tested
recalculate_bank_statement
Recalculates stored bank statement aggregates and risk signals for one visible statement. Use only when the user asks to refresh/recalculate statement analysis. This writes derived analysis fields and may affect underwriting views.
destructive
Not tested
recalculate_tax_return
Recalculates stored tax return risk/profile analysis for one visible tax return. Use only when the user asks to refresh/recalculate tax-return analysis. This writes derived analysis fields and may affect underwriting views.
destructive
Not tested
refresh_specter_session
Refreshes an existing Specter Systems session with a refresh token from the auth backend. Use only when app-level OAuth is unavailable and an authenticated user's access token has expired. It sends the refresh token in the Authorization header; model-visible output redacts new tokens and secrets.
Not tested
search_workflow_agents
Searches/list agents in the authenticated tenant for Workflow V3 assignment configuration. Use to resolve a named user/agent or current profile user to a verified agent_id before configuring assignment actions or task assignee_id. It is read-only; never invent an agent_id if no exact or clearly intended match is returned.
read-only
Not tested
search_workflow_builder_tools
Locally analyzes a user's Workflow V3 request and returns the likely FOS entity, trigger, fields, operators, action node types, and minimal next MCP calls. Use this as the first Workflow Builder tool call before loading broad catalogs, so the assistant can retrieve only the small schemas needed for the requested workflow. This tool does not call external systems or access tenant records.
read-only
Not tested
select_specter_tenant
Completes sign-in for users who have access to more than one tenant. Use after sign_in_to_specter returns requires_tenant_selection=true. It sends the tenant_selection_token and selected tenant_id to the live auth backend; model-visible output redacts session tokens and secrets.
Not tested
send_channel_message
Sends a message in a visible communication channel as the authenticated user. Use only after the user explicitly asks to send or reply. For email/SMS, include only the intended recipient fields and message body; backend sender permissions, channel access, dispatch, and audit logging apply.
destructive
Not tested
send_conversation_message
Sends a reply in a visible conversation as the authenticated user. Use only after the user explicitly asks to send or reply. The backend fills the conversation recipient, verifies sender access, dispatches email/SMS where applicable, and records audit data.
destructive
Not tested
show_application_summary
Renders a compact application or intake summary card from already retrieved data. Use after a data tool when a concise visual summary helps the user. This render-only tool does not call external systems or mutate data.
read-only
Not tested
sign_in_to_specter
Authenticates an existing Specter Systems user with email and password. Use only when the user explicitly asks to sign in and app-level OAuth is unavailable. This calls the live auth backend and may return a tenant-selection challenge; model-visible output redacts session tokens and secrets. It does not create, update, or delete CRM/FOS business records.
Not tested
submit_public_financing_application
Submits a completed public financing application for a merchant or broker. Use only after the applicant reviews the answers and consents to submit them to Specter Systems. This creates or updates live intake/application records and may trigger downstream intake automation. Do not collect or submit SSNs, payment card data, health data, or unrelated personal data.
Not tested
transition_application_stage
Transitions an authenticated facility/application to a lifecycle stage accepted by the FOS workflow. Use only when the user explicitly asks to move an application stage. Backend lifecycle gates, tenant isolation, permission checks, notifications, and audit history apply.
destructive
Not tested
update_bank_statement
Updates narrow bank statement header fields visible to the authenticated user. Use only when the user explicitly asks to correct statement metadata such as status, folder URL, or notes. Do not use to submit raw financial account credentials or card data.
destructive
Not tested
update_bank_statement_period
Updates narrow period-level bank statement analysis fields visible to the authenticated user. Use only when the user explicitly asks to correct extracted period metrics. Do not collect full account credentials, card data, or unrelated sensitive data.
destructive
Not tested
update_lender_submission
Updates narrow fields on a lender submission visible to the authenticated user, such as notes, lender response, contact, requested terms, offered terms, and approved terms. Use only after the user asks to change those submission details. Backend permissions, tenant isolation, validation, and audit/event handling still apply.
destructive
Not tested
update_lender_submission_status
Transitions an authenticated lender submission to a new workflow status. Use only when the user explicitly asks to update status. This may trigger notifications or downstream workflow behavior, so it is marked destructive.
destructive
Not tested
update_tax_return
Updates narrow tax return header fields visible to the authenticated user, such as name, status, folder URL, and profitability summary. Use only when the user explicitly asks to correct tax return metadata.
destructive
Not tested
update_tax_return_year
Updates narrow year-level tax return analysis fields visible to the authenticated user. Use only when the user explicitly asks to correct extracted tax-year metrics. Do not collect or submit SSNs through this tool.
destructive
Not tested
update_workflow_draft
Updates an existing Workflow V3 definition for the authenticated tenant. Use when the user approves changes to a draft or wants to repair validation errors. Validate the updated graph before publish. Backend tenant permissions and validation still apply.
Not tested
upload_public_bank_statement
Uploads a bank statement or supporting document to a specific public signed-form submission field. Use only when the applicant has supplied a file for their application. This writes the file to live Specter storage and can replace the file association for that form field depending on backend rules.
destructive
Not tested
validate_public_financing_application
Validates a public merchant or broker application before final submission. Use after collecting answers from the signed form. The applicant_data object must contain only fields from the fetched form schema; do not request SSNs, card data, health data, or unrelated personal data.
read-only
Not tested
validate_workflow_draft
Validates a proposed Workflow V3 graph without saving or publishing it. Use after drafting or modifying a workflow and before create, update, publish, or execution. Inputs must use registered triggers, node types, handles, and config schemas from the workflow catalog.
read-only
Not tested

Discoverability Score

54

Fair

54 of 100 — how easily AI agents find your app

  • Description quality
    20/20
  • Example prompts
    0/20
  • Keyword coverage
    0/15
  • Tool metadata
    20/20
  • Visual assets
    0/20
  • Endpoint health
    10/10
  • Data freshness
    15/15

How to Improve

Add at least 2 example prompts. Prompt examples strongly improve app matching and click-through intent.

Increase keyword coverage (discovery + trigger) to improve retrieval for long-tail queries.

Provide a stable HTTPS logo URL (avoid connectors://) so cards render consistently across clients.

Add at least 2 screenshots that show real workflows to increase confidence and conversion.

Read the full discoverability guide →

Technical Details

Status
ENABLED
Type
AI-Powered App
Auth
Requires Login
Listed on
ChatGPT
Added
June 5, 2026
Last synced
14h ago
Last checked
11h ago
Version
0.3.0
Distribution
Ecosystem Directory

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