Integrations - 9Squid

9Squid is a system of record for deal-level on-chain state and a system of engagement for the syndication workflow. For everything else — loan servicing, fund administration, shadow accounting, treasury, CRM — 9Squid integrates rather than replaces. Off-chain activity is mirrored on-chain; on-chain activity is surfaced back into partner systems for reporting, accounting, and reconciliation.

Authentication

All server-to-server integrations use OAuth 2.0 client credentials. Additional security options:

Feature	Details
API key scopes	Per-organization, per-endpoint scopes (read, write, admin)
IP allowlists	Supported at the organization level
mTLS	Optional for high-sensitivity partners (servicers, trustees, transfer agents)
Audit log	Every API call logged and surfaced to Admin users in the webapp
Webhook signing	HMAC-SHA256 signature on every delivery via `X-9Squid-Signature` header

Loan Servicing

Direct integrations with major credit union servicing platforms:

Platform	System
Symitar	Episys
Corelation	KeyStone
Fiserv	DNA, Portico, XP2
Jack Henry	CruiseNet
FIS	—

For platforms not listed above, 9Squid supports standard loan tape formats via SFTP with field-level validation and auto-mapping.

Typical Data Flow

Daily or monthly loan tape upload from servicer of record
9Squid QC pass, stratification refresh, reserve account check
Monthly remittance report from master servicer
Waterfall calculation and distribution instructions
Remittance data mirrored to on-chain state (pool factor, balance, delinquency buckets)

Fund Administration and Shadow Accounting

Platform	Integration
iLevel	Position and valuation sync
Allvue / Black Mountain	Deal lifecycle and cash flow sync
Juniper Square	Investor reporting sync
Generic Positions API	Available for additional providers

Treasury and Banking

Rail	Details
ACH / Wire	Via deal trustee for subscription receipts and distribution payouts
USDC on/off-ramp	Via Circle Mint for deals/investors electing on-chain settlement
Bank account verification	Via Plaid or manual micro-deposit

CRM and Distribution

Platform	Sync
Salesforce	Bidirectional sync of investor contacts, deal interest, and allocations
HubSpot	Lead capture, NDA status, and deal-stage sync
CSV upload	Available for one-off network invitations

To connect your CRM, contact support@9squid.com.

Webhooks

Every webhook event is delivered with:

A signed payload (HMAC-SHA256 via X-9Squid-Signature)
A monotonically increasing event ID — use this to deduplicate at-least-once deliveries
At-least-once delivery semantics — your endpoint must be idempotent

Event Reference

Event	Triggered when
`deal.listed`	Deal moved from draft to listed state
`deal.updated`	Deal’s terms, documents, or disclosures updated
`investor.access_requested`	Investor requested deal access
`investor.access_granted`	Originator admin granted data-room access
`offer.submitted`	Investor submitted an allocation offer
`offer.allocated`	Originator accepted or partially accepted an offer
`deal.closed`	Deal closed and tokens minted
`remittance.posted`	New monthly remittance report available
`distribution.executed`	Distribution executed per waterfall
`token.transferred`	Secondary transfer settled on ledger
`compliance.flag_raised`	Investor’s eligibility status changed
`deal.status_changed`	A deal moves to a new status
`loan.approved`	A loan deal is approved for securitization
`loan.rejected`	A loan deal is rejected
`trade.settled`	An investor trade reaches settlement
`sc.completed`	A Selection Criteria job finishes
`document.uploaded`	A document is successfully uploaded to the deal room

See the Webhooks workflow for setup instructions and signature verification.

API Endpoints Reference

Originator Endpoints

Method	Path	Purpose
`POST`	`/v1/deals`	Create deal in draft state
`POST`	`/v1/deals/{dealId}/tape`	Upload or append to loan tape
`GET`	`/v1/deals/{dealId}/stratification`	Retrieve current stratification
`POST`	`/v1/deals/{dealId}/list`	List a drafted deal
`POST`	`/v1/deals/{dealId}/remittance`	Post monthly remittance

Investor Endpoints

Method	Path	Purpose
`GET`	`/v1/deals`	List deals visible to investor
`POST`	`/v1/deals/{dealId}/access-request`	Request deal access
`POST`	`/v1/deals/{dealId}/offers`	Submit offer
`GET`	`/v1/positions`	Retrieve current positions and pending distributions
`GET`	`/v1/distributions`	Retrieve distribution history

Service Provider Endpoints

Method	Path	Purpose
`POST`	`/v1/deals/{dealId}/book-entry`	Record/update book-entry position (transfer agent)
`POST`	`/v1/deals/{dealId}/trustee-events`	Post trustee events (reserve draws, covenant events)
`POST`	`/v1/deals/{dealId}/servicing-events`	Post servicing events (delinquency, charge-off, repurchase)

Rate Limits

Integration Type	Limit
Default	100 requests per 60 seconds per API key
Servicer/trustee batch endpoints	Higher ceiling negotiated per integration

See Error Handling for how to handle 429 Too Many Requests responses.

Versioning and Change Management

All endpoints are versioned under /v1/
Breaking changes are introduced only in new major versions
Each new version runs parallel with the prior version for at least 180 days
Non-breaking changes are announced in advance via the Changelog

For integration design discussions, contact developers@9squid.com.

AI Agents (MCP)

The 9squid Platform exposes a Model Context Protocol (MCP) server that lets AI agents like Claude interact directly with the platform through structured tool calls — loan uploads, pool analysis, deal browsing, portfolio queries, and more. See the MCP Integration guide for setup and usage.

Sandbox

A full sandbox environment is available with:

Deterministic test data
Simulated remittances
Mock investor wallets

Request sandbox access at developers@9squid.com.

CLI

For scripting and CI use cases, the 9squid CLI wraps the same Originator and Investor endpoints — loan tapes, selection criteria, pools, deals, subscriptions, webhooks, and alerts — with table/JSON output and stable exit codes.

​Authentication

​Loan Servicing

​Typical Data Flow

​Fund Administration and Shadow Accounting

​Treasury and Banking

​CRM and Distribution

​Webhooks

​Event Reference

​API Endpoints Reference

​Originator Endpoints

​Investor Endpoints

​Service Provider Endpoints

​Rate Limits

​Versioning and Change Management

​AI Agents (MCP)

​Sandbox

​CLI