Tool Execution Order Guide

Learn the correct order to call MortyCP tools for successful operations.

Execution Guide

Important: Tools must be called in the correct order. This guide shows the proper sequence.

Basic Rules

1. Always LIST before GET

Use list_loans to get loan IDs before calling get_loan
Use list_borrowers to get borrower IDs before calling get_borrower
Never use hardcoded IDs like "1" or "999" - they probably don't exist

2. Create parents before children

Create broker before creating broker staff
Create investor before creating investor account
Create loan before attaching anything to it

3. Create things before attaching them

Create borrower AND loan before attaching borrower to loan
Create investor, account, AND loan before attaching investor to loan

Common Workflows

Creating a Loan with Borrower and Investor

Step 1: Create borrower

Tool: create_borrower
Parameters: first_name, last_name, email (optional)
Save: borrower_id from response

Step 2: Create investor

Tool: create_investor
Parameters: first_name, last_name, type (0=Individual)
Save: investor_id from response

Step 3: Create investor account

Tool: create_investor_account
Parameters: investor_id (from step 2), legal_name
Save: account_id from response

Step 4: Create loan

Tool: create_loan
Parameters: loan_title, purpose (0=Refinance, 1=Purchase), loan_amount
Save: loan_id from response

Step 5: Attach borrower to loan

Tool: attach_borrower_to_loan
Parameters: loan_id (from step 4), borrower_id (from step 1), is_main_client=1

Step 6: Attach investor to loan

Tool: attach_investor_to_loan
Parameters: loan_id (from step 4), account_id (from step 3), amount (optional)
Note: Use account_id NOT investor_id

Getting Information About Existing Resources

Step 1: List loans

Tool: list_loans
Get: loan_id from results

Step 2: Get loan details

Tool: get_loan
Parameters: loan_id (from step 1)

Step 3: List borrowers

Tool: list_borrowers
Get: borrower_id from results

Step 4: Get borrower details

Tool: get_borrower
Parameters: borrower_id (from step 3)

Step 5: List investors for a loan

Tool: list_investors
Parameters: loan_id (from step 1)
Note: This only works if the loan has investors attached

Creating Broker Staff

Step 1: Create broker

Tool: create_broker
Parameters: name, phone, email (optional)
Save: broker_id from response

Step 2: Create broker staff

Tool: create_broker_staff
Parameters: broker_id (from step 1), first_name, last_name, type (0=Partner, 1=Broker, 2=Assistant)
Save: broker_staff_id from response

Step 3: Create broker staff cheque

Tool: create_broker_staff_cheque
Parameters: broker_staff_id (from step 2), cheque_name
Save: cheque_id (broker_staff_cheque_id) from response

Step 4: Attach broker staff to loan (if loan exists)

Tool: attach_broker_staff_to_loan
Parameters: loan_id, broker_staff_id (from step 2), cheque_id (from step 3)

Tool Dependencies

Tools that require parent resources to exist first:

create_investor_account → Requires investor_id (from create_investor)
create_broker_staff → Requires broker_id (from create_broker)
create_broker_staff_cheque → Requires broker_staff_id (from create_broker_staff)
attach_borrower_to_loan → Requires loan_id AND borrower_id (both must exist)
attach_investor_to_loan → Requires loan_id AND account_id (both must exist)
Important: Use account_id from create_investor_account, NOT investor_id
attach_broker_staff_to_loan → Requires loan_id, broker_staff_id, AND cheque_id (all must exist)

Tools that require valid IDs (use list tools first):

get_loan → Use loan_id from list_loans
get_borrower → Use borrower_id from list_borrowers
list_investors → Use loan_id from list_loans (and loan must have investors attached)
get_broker (with loan_id) → Use loan_id from list_loans (and loan must have broker staff attached)
get_appraiser (with loan_id) → Use loan_id from list_loans (and loan must have appraiser attached)

Tools that can be called anytime (no prerequisites):

list_loans
list_borrowers
list_substatuses
create_loan
create_borrower
create_investor
create_broker
create_parent_broker

Common Mistakes to Avoid

❌ DON'T: Call get_loan with loan_id=1 without checking if it exists

✅ DO: Call list_loans first, then use a real loan_id

❌ DON'T: Call list_investors before attaching investors

✅ DO: Create investor, create account, attach to loan, then list

❌ DON'T: Call create_broker_staff without creating broker first

✅ DO: Create broker, get broker_id, then create broker staff

❌ DON'T: Use investor_id with attach_investor_to_loan

✅ DO: Use account_id from create_investor_account

❌ DON'T: Use hardcoded IDs like "1" or "999"

✅ DO: Always get real IDs from list operations or create operations

When You Get Errors

API Error 1: Resource doesn't exist

Check: Did you create it first?
Check: Did you use a real ID (not a guessed one)?
Solution: Use list tools to get valid IDs, or create the resource first

"Fully funded" error: Loan is fully funded

This is expected - fully funded loans can't accept more investors
Solution: Remove an existing investor or reduce funding amounts first

"Account is empty" error: Loan has no accounts

Solution: Attach investors to the loan first using attach_investor_to_loan

"Unwanted field" error: Field not supported

Solution: Check tool documentation - some fields only work with get/list, not create

Quick Reference

Creating resources (call in this order):

create_loan / create_borrower / create_investor / create_broker (no prerequisites)
create_investor_account (needs investor_id)
create_broker_staff (needs broker_id)
create_broker_staff_cheque (needs broker_staff_id)
attach_borrower_to_loan (needs loan_id + borrower_id)
attach_investor_to_loan (needs loan_id + account_id)
attach_broker_staff_to_loan (needs loan_id + broker_staff_id + cheque_id)

Getting information (call in this order):

list_loans / list_borrowers (to get IDs)
get_loan / get_borrower (with IDs from step 1)
list_investors (with loan_id, requires investors are attached)

That's it! Follow these rules and your tools will work correctly.

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