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How Claude MCP Connector Gives Slatt Capital's CRE Capital Markets Team Instant Salesforce Answers

At a Glance

Slatt Capital worked with Ascendix to connect Claude to its Salesforce CRM via MCP, replacing manual report requests with quicker, self-serve reporting. Ascendix helped implement the connection and a governance layer that logs whether a person or Claude updated a Salesforce record, so users get trustworthy, audit-ready answers every time.

Background

Slatt Capital is a privately held commercial real estate capital advisory firm and correspondent lender, connecting commercial real estate borrowers to institutional capital sources such as insurance companies, banks, credit unions, CMBS conduits, and agency lenders.

With eight West Coast offices and approximately 80 professionals, the company manages a servicing portfolio exceeding $5.2 billion across 1,200 loans.

Jason Berry
COO at Slatt Capital
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Location
Burlingame, CA
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Industry
Commercial Mortgage Banking
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Number of Employees
80+
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Services Provided
Salesforce AI Consulting, AI Integration Services, System Integration
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Tech stack
Claude Cowork, Salesforce, Ascendix Search

Project Challenges Faced by Slatt Capital

Ad Hoc Reporting Bottlenecks

Producers and Analysts need deal history and lender details on the spot. Pulling that information from Salesforce used to require running reports, which is slower and usually takes some level of technical skill to get the right data.

  • Producers without the time to build a report themselves had no self-serve way to get an answer with pre-configured reports, or attempting to build reports themselves.
  • Strategic questions that needed a fast answer got queued behind other requests instead of being explored right away.

Institutional Knowledge Living Outside the CRM

Much of Slatt Capital's lender and deal knowledge lived in individual inboxes and spreadsheets rather than in structured Salesforce data.

  • New producers and analysts had no fast way to draw on the lender knowledge senior professionals had built up over years.
  • Salesforce could not surface knowledge that had never been entered into it in the first place.

Manual Data Cleanup

  • Data cleanup tasks, such as merging duplicate lender or loan program records, had no built-in tool and required manual review.

“ The company's IP and knowledge are both in experienced people's heads as well as scattered throughout emails and Excel spreadsheets. ”

- Jason Berry, COO at Slatt Capital

Compiling the Spreadsheets Takes Too Much Time?

Every hour spent compiling spreadsheets is an hour not spent on deals. Tell us where your team gets stuck, and we’ll show you how AI on top of Salesforce can give that time back.

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Solutions Delivered by Ascendix

Slatt Capital Case Study Ascendix

MCP Connection Between Salesforce and Claude

Ascendix worked with an internal AI business analyst to connect Slatt Capital to Claude Cowork through Salesforce’s MCP connector, building on the Ascendix Search tool foundation already in place for Slatt Capital’s reporting and search needs.

The team began with a day or two of sandbox testing in read-only mode, before Salesforce’s own MCP connector was moved to production.

Once Slatt Capital confirmed read-only access was useful and asked for CRU (create, read, update) access for a pilot group of users, Ascendix moved to Salesforce’s newer, mutation-enabled connector to support it.

This gives users the ability to insert, update, and pull records in their live production environment.

Slatt Capital Case Study Ascendix

“ I just wanted to be able to tell Claude, here's the data structure, pull this data, do this analysis, and it's done. Now, with the MCP connection, I get the output in five minutes. ”

- Jason Berry, COO at Slatt Capital
Slatt Capital Case Study Ascendix 3

Two Claude Skills Built for Slatt Capital

On top of that connection, Ascendix consulted on two Claude skills:

  • A data-entry and QA skill that provides guardrails around data entry using rules put in place in Salesforce, such as Validation Rules, Required fields, and Fields used on page layouts, as opposed to Deprecated fields, etc.
  • A Lender Recommendation skill that matches prospective lenders to a potential deal, based on what lenders are currently quoting and any capital program data available. This skill hits Salesforce as well as inbox data, leveraging the Claude to M365 connection.
Slatt Capital Case Study Ascendix 2

Governance and Audit Layer for AI-Inserted Data

Initially, Salesforce’s MCP connector tracked changes under the logged-in user, so a record Claude updated looked exactly like one done within the org. To give Slatt Capital a needed and meaningful distinction between the two, Ascendix and Slatt Capital’s team built an AI Audit Log that records details in Salesforce when a change came from Claude; it specifies who made the change, when the change was made and what the specific change was.

Slatt Capital Case Study Ascendix 2

Results

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Timely Data for Strategic Decision-Making

Slatt Capital’s leadership can now query and update Salesforce directly through Claude and test strategic hypotheses against the firm’s own deal data within minutes, without waiting for a report to be built.

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Greater Capacity for High-Value Work

Claude reduces the manual effort involved in compiling reports in Excel and performing routine data entry. The time recovered is redirected toward meaningful analysis and creative problem-solving.

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Data Entry Drops from a Full Day to an Hour

The data-entry and QA skill Ascendix built cut Slatt Capital’s data-entry work from eight hours to one.

“ With Claude integration, our team now doesn't spend too much time on data entry. It takes us minutes vs hours, and now we're spending more time with clients and more valuable activities. ”

- Jason Berry, COO at Slatt Capital
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From Nearly a Week's Wait to an Instant Answer

Report requests used to queue up, with bespoke ones sometimes taking weeks. Producers now have access to instant answers on deal quotes, lender activity, and loan program details directly from Salesforce, Outlook and SharePoint using Claude.

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Answers Producers Can Trust, Not Just Get Quickly

Every Salesforce record edited or inserted using Claude carries a clear log of who, or what, changed it last, so producers and leadership get answers backed by a real audit trail.

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A Salesforce Foundation That Keeps Growing with Slatt Capital's AI Use

Ascendix put in the Salesforce infrastructure and governance layer this runs on and keeps enhancing it, tracking more data and building more automation as Slatt Capital’s AI analyst adds new Claude skills.

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Institutional knowledge, Preserved

Years of lender knowledge used to live in inboxes and spreadsheets. The Lender Recommendation skill turns that into structured Salesforce data every producer can use and act on to move deals to the best fit lenders faster.

AI Skills continue to be added and refined as Producers, Servicing and Marketing teams start leveraging the connector.

Put AI to Work on the Data You Already Have

From AI integration and Salesforce AI consulting to custom rollout, Ascendix connects AI to the systems you already run on.

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Why commercial real estate capital markets expertise matters for such projects?

The Salesforce foundation Ascendix built for Slatt Capital reflects how a commercial real estate capital market business runs. Loan quotes tie to specific lenders, loan programs get compared side by side, and producer workflows follow relationships rather than a standard sales pipeline. That same understanding is what makes the Lender Recommendation skill work: matching a deal to the right capital source isn’t a generic lookup, it depends on knowing how correspondent lenders evaluate a deal, program by program. That domain fit, not just the MCP connection itself, is what let Claude go on top of Salesforce without forcing Slatt Capital to bend its workflow around a generic tool.

How do commercial real estate lenders use AI?

Commercial real estate lenders and debt advisory firms use AI, connected to their CRM, to let producers and analysts query deal data, loan quotes, and lender activity directly instead of waiting on a manually built report. Some firms are also piloting AI-assisted data entry and cleansing, with an audit trail that records whether a given update came from a person or from AI, so the firm can see exactly how a CRM record changed.

Does Ascendix build custom AI tools for Salesforce?

Ascendix builds the Salesforce foundation and governance layer that make AI tools reliable on top of Salesforce, including MCP connections, Ascendix Search, and audit systems that track human versus AI activity on CRM records. Some clients, like Slatt Capital, build their own AI skills and prompts on top of that foundation with an internal AI analyst. Other clients ask Ascendix to build the skills as well, and the underlying foundation is the same either way.

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