If you've ever had a merchant's application and wanted to create the deal in MCA Pilot, you know that it takes time to enter all of the deal data manually.
Yes, you can always just type the name of the deal and upload the bank statements. But then you won't be able to submit that deal to any API funders.
Now you'll be able to effortlessly create the deal in MCA Pilot, with all data ready to be submitted to API funders, from just a PDF application!
To get started:
Go to the main Deals page and click the
AI Scanbutton at the top right to open up the form in a new tab.
2. In MCA Pilot, go to Settings > Keys and click New Key to create one. Copy the key and paste it into the form's "API Key" field.
3. Upload the PDF application and click the Submit button. The deal will be created automatically in MCA Pilot.
Pro Tip: Bookmark the Form with Your API Key Pre-filled
If you use this form frequently, you can save time by bookmarking a URL that has your API key already filled in. This way, you won't need to paste your API key every time you want to scan an application.
To create your bookmarked URL:
Take your API key from Settings > Keys
Use this URL format, replacing
YOUR_API_KEYwith your actual key:
https://n8n.mcapilot.com/form/deal-import?API%20Key%20%28Go%20to%20Settings%20%3E%20Keys%20to%20create%20one%29=YOUR_API_KEY
3. Bookmark this URL in your browser
Now whenever you click your bookmark, the form will open with your API key already populated, and you can immediately upload your PDF application!