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[.green-span]How to Use Lendflow in ChatGPT: A Guide to the Lendflow Plugin[.green-span]

BY
Lendflow Research Team
•
October 2, 2026
The Lendflow plugin connects ChatGPT with your Lendflow environment so lending teams can find application data, review offers, create applications, add notes, upload documents, and complete lending tasks conversationally.
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AI is becoming a regular part of how lending teams research information, analyze data, communicate, and manage day-to-day work. Its value increases when it can securely connect to the systems where that work actually happens.

The Lendflow plugin for ChatGPT creates that connection. Powered by Lendflow MCP, it allows users to bring supported Lendflow data and actions into ChatGPT so they can work with their lending operations through a conversational interface.

What Is the Lendflow Plugin for ChatGPT?

Lendflow MCP connects AI platforms with Lendflow's lending infrastructure. In ChatGPT, users can access this functionality by installing the Lendflow plugin. Once connected and appropriately authorized, ChatGPT can use supported Lendflow capabilities when responding to a request.

What Can You Do With Lendflow in ChatGPT?

The Lendflow plugin supports both information retrieval and actions. Users can ask questions such as:

  • “Show me my latest applications.”
  • “Which applications received new offers this week?”
  • “What offers are currently pending?”
  • “Summarize the outstanding items for this application.”
  • “Show me all active funders.”

Users can also perform supported actions, including:

  • Creating new applications
  • Adding notes to applications
  • Uploading documents

Available information and actions depend on the user's Lendflow configuration and permissions.

How to Connect Lendflow to ChatGPT

Because Lendflow is available through ChatGPT's Plugin directory, users do not need to manually configure a remote MCP server to begin using the integration.

  • Open Plugins in ChatGPT.
  • Search the Plugin directory for Lendflow.
  • Select and install the Lendflow plugin.
  • Follow the connection and authorization prompts for your Lendflow account.
  • Start a conversation and ask ChatGPT to use Lendflow for a supported task.

Plugin availability and individual capabilities can depend on plan, workspace, role, region, and administrator settings.

Using the Lendflow Plugin in a Lending Workflow

Consider a team member reviewing a pipeline at the beginning of the day. Rather than opening multiple applications individually, they could ask ChatGPT to surface recent applications or identify deals with new offers.

From there, the workflow can continue conversationally. The user could request more information about a specific application, add a note with new context, upload a newly received document, or create another application.

The benefit is the ability to move from a question to relevant lending information and then to a supported action within the same conversation.

Why Connect ChatGPT With Lending Infrastructure?

Without system connections, users often have to manually copy data into a conversation and then move the output back into another platform. MCP helps close that gap by providing a standardized way for AI applications to connect with external tools and data.

Lendflow's hosted MCP server provides the infrastructure behind that connection for supported Lendflow workflows, helping teams use AI with relevant business context instead of as a separate destination.

Get Started With Lendflow in ChatGPT

If you already use Lendflow and ChatGPT, open the Plugin directory, search for Lendflow, and follow the prompts to get connected. Once configured, you can begin using conversational prompts to work with supported Lendflow data and actions.

Want to learn more about Lendflow MCP or determine how it can fit into your team's lending workflows? Contact the Lendflow team to get started.