Select your AI client to get started:
Each platform takes under 5 minutes to set up.
Install OpenClaw
If you don't have OpenClaw yet, download and install it from openclaw.ai. It runs on Mac and Windows.
Install MortgageTasksAI
Open a terminal and run:
OpenClaw will download the skill, prompt you for your license key, and configure everything automatically. That's it.
Start using your tasks
Just describe what you need in plain language:
"I need help with Write a pre-approval letter"
MortgageTasksAI finds the right task, confirms with you,
then runs it. Each task uses 1 credit.
Check your credit balance anytime: "Check my mortgage credits"
💡 Don't have a license key yet?
Sign up for 5 free credits - no credit card required. Your license key is emailed to you immediately.
Step 1 — Download the installer
One file. Double-click it, enter your license key, then restart your AI client. No terminal required.
Requirements: Mac or Windows · Claude Desktop, Cursor, Windsurf, or Cline already installed · No terminal or Python required
Can't run the installer? Use the manual Python setup instead →
Download Claude Desktop free (Mac & Windows) →
Close Claude Desktop
If Claude Desktop is running, fully quit it first — not just close the window.
- Windows: Right-click the Claude icon in the system tray (bottom-right near the clock) → Quit
- Mac: Click Claude → Quit Claude in the menu bar, or press ⌘Q
This ensures the installer can write files without conflicts.
Download & run the installer
Use the green download button above. Double-click MortgageTasksAI-Setup.exe (Windows) or MortgageTasksAI-Setup (Mac).
- Enter your license key (from your signup email)
- Click Verify to confirm your key works
- Click Install
- Wait for "Installation complete" — then close the installer
🛡️ Windows users: you'll see a safety warning — here's what to do
Windows shows a blue "Windows protected your PC" screen for all new software. It doesn't mean anything is wrong — just click through it:
- Click "More info" (small text link below the main message)
- Click "Run anyway"
- The installer opens normally — continue from there
This warning will disappear as more people install the app. It's a standard Windows precaution for any new publisher.
The installer places the server in a permanent location and configures Claude Desktop automatically. You can delete the installer file afterward.
Open Claude Desktop & approve the connector
Open Claude Desktop. Go to Settings → Connectors (or Customize).
You'll see mortgagetasksai listed. Click to approve it. It should show a green status.
💡 Don't see it? Try fully quitting Claude Desktop (Step 1) and reopening it. MCP servers load at startup.
Confirm it's working (30 seconds)
Open a new Claude Desktop conversation and type:
You should see your credit balance returned instantly. If you do — you're all set! 🎉
🛑 Got an error? Make sure you fully quit and restarted Claude Desktop after the installer ran. If it still fails, visit Support.
Start a conversation with MortgageTasksAI
Open a new conversation in Claude Desktop and type:
MortgageTasksAI will search its skill library and present options. Pick one, and Claude will run the full expert framework (1 credit per use).
💡 Pro tip: Set up a Project for automatic activation
Create a Project in Claude Desktop (e.g., "My Practice" or "My Office") and add this custom instruction:
Every conversation in that project will automatically use MortgageTasksAI — no need to mention it each time.
You're set!
Try these to explore:
- "Check my mortgage credits" — see your balance
- "Show mortgage categories" — browse all skill categories
- "Search MortgageTasksAI for Write a pre-approval letter" — find specific skills
Need Help?
Fill in the form and we'll get back to you within a few hours.