---
title: "brokerflow-ai"
description: "Private BrokerFlow intake, preliminary routing, human review, documents, deals and partner operations."
canonical: https://agentpluginsdirectory.com/plugins/brokerflow-ai
last-updated: 2026-10-21
---

# brokerflow-ai
Private BrokerFlow intake, preliminary routing, human review, documents, deals and partner operations.
- Slug: brokerflow-ai
- Publisher: BrokerFlow AI
- Repository: https://github.com/JFeimster/brokerflow-ai
- Manifest: plugin/plugin.json
- Version: 1.3.1
- License: UNLICENSED
- Category (editorial): other
- Skills: 10 (borrower-follow-up, borrower-intake, broker-automation-architect, deal-operations, document-collection, lender-fit-routing, missing-information-prep, partner-operations, queue-triage, review-operations)
- MCP servers: 0
- Stars: 1
- Repository created: 2026-06-04
- Repository last pushed: 2026-10-19
- Publisher type: User
- Listing: https://agentpluginsdirectory.com/plugins/brokerflow-ai
- Schema: https://agent-plugins.org/schemas/1.0.0/plugin.schema.json

## What brokerflow-ai does, in the publisher's words

Version 1.3.1 contains the portable Agent Plugins manifest, existing remote Streamable HTTP MCP connection, ten workflow skills, workflow references, safe draft templates, and evaluation cases. The server source registers eighteen tools, retaining all ten prior names, the seven core capabilities, and the new get_follow_up_task read operation. It is distributed through the owner-managed private workspace and is not a public marketplace listing.

The server requires Supabase OAuth 2.1, an exact approved OAuth client ID allowlist and current per-organization read/write permissions. OAuth is active, the core-workflows migration has been applied, and private plugin v1.3.0 has been uploaded and connected in ChatGPT. At that activation, all seventeen registered tools were discovered and nine live read-only MCP calls succeeded. The v1.3.1 source package adds one read-only task lookup; its private refresh and live verification remain pending.

From the project README, punctuation lightly normalized. Full text: https://raw.githubusercontent.com/JFeimster/brokerflow-ai/HEAD/plugin/README.md

## Skills

- borrower-follow-up: Prepare and track safe borrower follow-up drafts and internal tasks without claiming delivery.
- borrower-intake: Capture a confirmed permissioned borrower intake and prepare preliminary routing and human review.
- broker-automation-architect: Design permission-aware broker workflows around existing BrokerFlow services and human review boundaries.
- deal-operations: Look up durable organization-scoped deal stages separately from review and follow-up task statuses.
- document-collection: Generate preliminary document checklists and track confirmed missing-document follow-up tasks.
- lender-fit-routing: Return preliminary deterministic product paths for a supplied funding scenario without external side effects.
- missing-information-prep: Prepare clear, privacy-safe drafts and internal tasks for review items marked needs information.
- partner-operations: Capture confirmed partner referrals with canonical intake links, permission metadata and operational attribution.
- queue-triage: Turn BrokerFlow queue summaries into concise, prioritized operational next steps.
- review-operations: Triage authorized BrokerFlow review queues, manage accountable follow-up tasks, and summarize permitted audit history.

Descriptions come from the frontmatter of each SKILL.md, punctuation lightly normalized.