Overview

This tool pack connects an agent to Newton Revantage, the real estate legal-entity, asset, and treasury platform. It covers searching assets, entities, contacts, projects, financings, and reference data; fetching any resource by ID; listing board directors; and creating or updating banks and bank accounts.

For setup instructions, see SnapLogic MCP Server quickstart.

Example Prompts

• Add Deutsche Bank to Newton, BIC DEUTDEFF
• Create a bank record for ING with BIC INGBNL2A and SEPA enabled
• Register a new bank with local bank code 50070010
• Set up a bank called Rabobank and mark it inactive for now
• Open a bank account for entity 42 at bank 5, IBAN NL91ABNA0417164300
• Create a EUR operating account for this entity with an opening date of 15 January
• Add a bank account with account number 12345678 for entity 17 and tie it to project 88
• Set up a new account for this entity and note that it's the rent collection account
• Who are the board directors across our entities?
• Give me the full list of governing body directors

Tools

Set up the MCP Server tools

1. Download newton_tools.zip.
2. In SnapLogic Designer, open the target project space (or create one), then choose Import Project / Import Pipelines and select the downloaded newton_tools.zip. Designer unpacks each pipeline into the project.
3. Attach the required account to the connectivity snaps (see Connection Setup).
4. Expose the project as an MCP server — each pipeline becomes a tool named after its label. New to this? Start with the MCP quickstart, then use the MCP Server Pipeline Builder to generate the server from the imported pipelines.

Configure account

Attach an API Suite account (OAuth 2.0 or Bearer token) to the HTTP Client snap in Designer after import.

These pipelines ship without credentials by design — attach a valid account in Designer before the tools will execute.

See the SnapLogic account documentation for this connector: API Suite Account Configuration.

NewtonCreateBank

Registers a new bank in Newton with a name and SWIFT/BIC code, plus optional details such as a local bank code, notes, and SEPA capability. Use it to add a bank to Newton before creating bank accounts that reference it.

* Required parameter.

Try asking:

• Add Deutsche Bank to Newton, BIC DEUTDEFF
• Create a bank record for ING with BIC INGBNL2A and SEPA enabled
• Register a new bank with local bank code 50070010
• Set up a bank called Rabobank and mark it inactive for now

NewtonCreateBankAccount

Creates a new bank account in Newton for a legal entity, linked to a bank by ID, with an account number or IBAN. Optional fields let you specify currency, project, dates, classification, and free-text notes.

* Required parameter.

Try asking:

• Open a bank account for entity 42 at bank 5, IBAN NL91ABNA0417164300
• Create a EUR operating account for this entity with an opening date of 15 January
• Add a bank account with account number 12345678 for entity 17 and tie it to project 88
• Set up a new account for this entity and note that it's the rent collection account

NewtonCreateBankAccountChild

Child pipeline for NewtonCreateBankAccount. Receives the full document from the parent, shapes the payload, and POSTs to Newton /bank-accounts endpoint. Do not call directly — use the parent NewtonCreateBankAccount pipeline. Configuration: Pipeline params (capture=False, passed by parent): - base_url: Newton API base URL

No parameters.

NewtonCreateBankChild

Child pipeline for NewtonCreateBank. Shapes payload and POSTs to Newton /banks. Do not call directly — use the parent NewtonCreateBank pipeline. Pipeline params (capture=False, passed by parent): - base_url: Newton API base URL

No parameters.

NewtonGetBoardDirectors

Lists all contacts holding director seats across Newton governing bodies, with paging. Use it for board composition analysis, multi-mandate checks, or to answer questions about who sits on which board.

Try asking:

• Who are the board directors across our entities?
• Give me the full list of governing body directors
• Show me the next page of directors, 100 at a time
• Which people hold director seats in Newton?

NewtonGetResourceById

Fetches the full detail of a single Newton record, using the resource type and ID to route across any Newton collection. Use it as a follow-up to a search or list call when you need the complete record.

* Required parameter.

Try asking:

• Get entity 42
• Show me the full record for bank account 118
• Look up vendor 9 in Newton
• Fetch document 3301
• Give me the details on fund 27

NewtonListResources

Pages through any Newton collection that does not support rich filtering, such as funds, banks, vendors, currencies, or audit logs. For assets, entities, contacts, projects, and financings, use the dedicated search tools instead.

* Required parameter.

Try asking:

• List all the banks in Newton
• Show me the available currencies
• Browse the vendor list, 50 at a time
• What funds are registered?
• Give me the second page of audit logs

NewtonSearchAssets

Searches Newton real estate assets by active status and project, with the option to expand related data such as loans, land register information, and operational sizes in the same call. Results are paginated.

Try asking:

• List the active assets on project 217
• Show me all assets including their land register information
• Which assets have asset loans attached? Include the loan details
• Pull the first 50 inactive assets
• Get assets for this project with their classes and operational sizes

NewtonSearchContacts

Searches Newton contacts by active status, internal flag, umbrella or group membership, or a list of IDs, with optional expansion of groups and address details. Use it to look up people or enumerate group members.

Try asking:

• Find all active internal contacts
• Who's in contact group 7? Include their email addresses
• Look up contacts 101, 102 and 103 with their business addresses
• List external contacts under the Revantage umbrella
• Give me just the names and emails of active contacts

NewtonSearchEntities

Searches Newton's legal entity register by name or ID, with deep expansion of governance structures, compliance records, share capitals, and debt tranches. Use it for questions about who governs an entity, its capital structure, or the status of its compliance filings.

Try asking:

• Find the legal entities with 'Revantage' in the name
• Show me this entity's governing body and supervisory board
• Which entities have outstanding KYC or UBO compliance records?
• Get entities 12, 15 and 44 with their share capitals and debt tranches
• List active entities and just return the id and name fields
• Pull the signatory power rules for these entities

NewtonSearchFinancings

Retrieves Newton financing and loan arrangements, optionally filtered by status or a list of IDs, with expansion of borrowers, facilities, hedging, syndications, and covenant review details. Use it for questions about debt structures and repayment obligations.

Try asking:

• List the active financings with their borrowers and facilities
• Which financings have hedging in place?
• Show me the IPD schedules for financing 340
• Get the guarantors and syndication detail on these financings
• What extension options exist on our current loans?

NewtonSearchOptions

Looks up Newton reference and enum values, scoped to an option group or a list of IDs, so an agent can resolve human phrases into the numeric IDs that write tools expect. Use it before creating or updating records to find valid type, category, status, and classification IDs.

Try asking:

• What bank account types are available?
• List the valid bank account statuses with their IDs
• What does statusId 3 mean on a bank account?
• Show me the contact group options
• Find all cashbook category options including their attributes

NewtonSearchProjects

Searches Newton real estate projects by name, status, or ID, with optional expansion of ownership structure, funding details, and joint venture partners. Use it when the user asks about a deal's shape, partners, or funding sources.

Try asking:

• Find the project called 'Nordkai'
• Show me active projects with their joint venture partners
• What are the sources and uses on project 88?
• List projects with the entities and funds attached to them
• Pull all inactive projects, 50 per page

NewtonSearchUsTaxPlannings

Retrieves US tax planning records from Newton, optionally filtered by legal entity IDs and reference year. Use it to review the tax planning position for one or more entities in a given filing year.

Try asking:

• Show me the 2026 US tax plannings for entities 1, 2 and 3
• What US tax planning records exist for this entity?
• Pull last year's US tax plannings
• List all US tax planning records for the current year

NewtonUpdateBank

Partially updates an existing Newton bank by ID, sending only the fields you supply. Use it to correct a BIC code, change the active status, or update notes on a bank record.

* Required parameter.

Try asking:

• Rename bank 5 to 'Deutsche Bank AG'
• Mark bank 12 as inactive
• Fix the BIC on bank 7 — it should be INGBNL2A
• Enable SEPA on bank 3
• Add a note to bank 9 saying it was merged last quarter

NewtonUpdateBankAccount

Partially updates an existing Newton bank account by ID, sending only the fields you supply. Use it to correct account details, re-assign the account to a different entity or project, or close the account by setting a closing date.

* Required parameter.

Try asking:

• Close bank account 123 with a closing date of 31 March
• Change the status on account 118 to dormant
• Reassign bank account 204 to project 91
• Update the IBAN on account 77
• Add a note to bank account 123 about the mandate change

NewtonUpdateBankAccountChild

Child pipeline for NewtonUpdateBankAccount. Receives the full document, shapes non-null fields into PATCH payload, calls Newton PATCH /bank-accounts/{id}. Do not call directly — use the parent NewtonUpdateBankAccount pipeline. Pipeline params (capture=False, passed by parent): - base_url: Newton API base URL - id: Bank account ID to PATCH

NewtonUpdateBankChild

Child pipeline for NewtonUpdateBank. Shapes payload and PATCHes Newton /banks/{id}. Do not call directly — use the parent NewtonUpdateBank pipeline. Pipeline params (capture=False, passed by parent): - base_url: Newton API base URL - id: Bank ID to PATCH