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Create leads conversationally
Turn simple instructions into validated CRM lead payloads with row-level status.
MCA Suite
Conversational CRM + MCP
MCP-ready assistant for leads and support
Make CRM lead intake feel conversational.
Give your customers a natural-language assistant that can answer support questions, validate lead files, create CRM records, and report exactly what happened to every row.
Live assistant
Lead operations
Create leads from rows 2-5 and tell me which rows failed.
Done. 4 rows processed: 3 created, 1 rejected. Row 4 needs a company name.
Tool activity
Read uploaded spreadsheetDone
Validate CRM schemaDone
Submit row-level leadsDone
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Search support articles
Use Freshdesk knowledgebase articles to answer customer FAQs with sources.
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Bring your own model
Use OpenAI, Claude, Ollama, or any OpenAI-compatible endpoint during testing.
Built for Merchant Cash Advance teams
Less chasing. Cleaner submissions. Faster decisions.
In MCA, speed and accuracy matter. The assistant helps your customers and internal teams move from questions and spreadsheets to usable CRM records with fewer manual touches.
Move submissions faster
Brokers and ISO partners can ask for help, upload lead files, and create CRM records without waiting on an ops teammate to clean up every row.
Reduce messy handoffs
The assistant validates names, DBA, company details, files, and CRM responses so your team knows exactly which records were created, rejected, or need attention.
Answer common questions instantly
Freshdesk-backed answers help users understand workspaces, submissions, declined deals, passwords, payoff estimates, and other MCA workflows without opening a ticket.
Give every row an audit trail
Bulk CSV and Excel processing returns row-level status, making it easier to track what happened and follow up before deals go stale.
How it works
AI with access to the systems where the work happens.
1
Customers ask in plain English from the hosted chat UI or any MCP-compatible client.
2
The assistant chooses the right tool: Freshdesk article search, CRM auth test, single lead creation, or bulk file ingestion.
3
Every CRM action returns structured status, including success/fail counts and row-level details.
Try asking
Start with one sentence.
“What is a workspace?”
“How can I add a new user?”
“How can I track submissions?”
“How do I restore a declined deal?”
“How do I change my password?”
“How does MCA Suite calculate estimated payoff percentages and dates?”
“Create leads from last 10 rows in this file.”
“Create leads from rows 2-5 in this file.”
“Test my CRM authentication.”
“Create a lead for Jane Doe at Acme Capital.”
MCA AI Assistant
Try: “How do I reset my password?”, “Test CRM authentication”, “Create a lead for Jane Doe at Acme”, or “Process rows 2-5 from the uploaded file.”
Hi — I can answer support questions from your Freshdesk knowledgebase, test CRM authentication, create a single lead, or process an uploaded CSV/XLSX file. Add your model settings, then tell me what you want to do.