sbaloanshq

Use sbaloansHQ in ChatGPT, Claude or Grok

Already use an AI assistant? Apply, check what your loan still needs, and send your documents to your loan team without leaving the chat. A real person on our team reviews everything, as always.

Prefer the form? Apply here →

What your assistant can do

Apply

Tell your assistant you want an SBA loan. It asks the same questions as our prequalification form, reads your answers back, and sends them only when you say yes.

See what documents you will need

Ask what an SBA loan to buy a business, refinance, or start up usually needs. The answer comes from the checklist our loan team actually uses.

See where your loan is and what is still missing

Already working with us? Your assistant asks us to email you a six-digit code. Give it the code and it can tell you which step your loan is on, who on our team is working it, and what it still needs from you.

Send your documents (ChatGPT)

Attach your tax returns or statements in the chat and tell ChatGPT where they go. They land on your checklist for your loan team to review, the same as an upload in your account.

Claude and Grok cannot pass files to us yet. Ask them to email you a sign-in link and upload in your account instead.

What it cannot do

  • Sign anything. Every signature happens in your sbaloansHQ account.
  • See anyone else's loan, or anything beyond your own checklist.
  • Send anything to a lender. Your loan team does that.
  • Tell you whether you are approved or what rate you will get. A lender decides that after review.

Set it up

Add sbaloansHQ to your assistant once with this address:

https://api.sbaloanshq.com/api/v0/mcp

Already working with us and want your assistant to see what your loan still needs and send your documents? Use this address instead:

https://api.sbaloanshq.com/api/v0/mcp/borrower

Claude

  1. On claude.ai, open Customize, then Connectors.
  2. Choose Add, then Add custom connector.
  3. Name it sbaloansHQ and paste the address below. Leave sign-in options as they are.
  4. Start a chat and say: apply for an SBA loan with sbaloansHQ, or what does my sbaloansHQ loan still need?

Grok

  1. Go to grok.com/connectors.
  2. Choose New Connector, then Custom.
  3. Paste the address below and save.
  4. Ask Grok about your sbaloansHQ loan in a new chat.

ChatGPT

  1. In ChatGPT settings, open Apps (or Connectors).
  2. Add a new app or connector and paste the address below.
  3. Start a chat and attach the documents you want to send, then say: send these to my sbaloansHQ loan.

Your information

Your assistant only reaches your loan after you give it the six-digit code we email you. The code works for one hour and only for your own loan. Documents you send go to your sbaloansHQ loan team, are reviewed like any upload, and are marked as sent from your assistant.

Your conversation itself stays with your assistant's provider under their privacy terms. We receive only the answers, questions and files your assistant sends us. See our privacy policy.