LoanPro MCP Server

A Model Context Protocol (MCP) server that exposes read-only access to LoanPro data via multiple transport protocols: HTTP, Server-Sent Events (SSE), and stdio.

Features

• Multiple Transport Protocols: HTTP, SSE, and stdio support
• Read-only LoanPro Integration: Secure access to loan and customer data
• Comprehensive Financial Data: Balances, payments, status, and payment history
• Modular Architecture: Clean separation of concerns with dedicated packages
• MCP-Compliant: Full Model Context Protocol implementation
• Built with Go: High performance and reliability
• CORS Support: Cross-origin requests for web integration

Architecture

The server is organized into modular packages for maintainability:

├── main.go              # Application entry point and transport configuration
├── loanpro/            # LoanPro API integration
│   ├── client.go       # HTTP client implementation
│   ├── types.go        # Data structures and utilities
│   ├── loans.go        # Loan operations
│   ├── customers.go    # Customer operations
│   └── payments.go     # Payment operations
├── tools/              # MCP tool implementations
│   ├── manager.go      # Tool management and execution
│   ├── types.go        # Tool interfaces and types
│   └── *.go           # Individual tool implementations
└── transport/          # Communication protocols
    ├── http.go         # Streamable HTTP transport
    ├── sse.go          # Server-Sent Events transport
    ├── stdio.go        # Stdio transport for MCP clients
    └── types.go        # Protocol types and interfaces

Setup

1. Clone the repository
2. Copy .env.example to .env and configure your LoanPro API credentials:

   cp .env.example .env
   

3. Edit .env with your LoanPro API details:

   LOANPRO_API_URL=https://your-loanpro-instance.com/api
   LOANPRO_API_KEY=your_api_key_here
   LOANPRO_TENANT_ID=your_tenant_id_here
   PORT=8080
   
   # Logging configuration (optional)
   LOG_LEVEL=INFO
   LOG_FORMAT=TEXT
   

Running

HTTP Transport (Default)

# Default HTTP transport
go run .
# or explicitly
go run . --transport=http

The server will provide the following endpoints:

• POST /mcp - MCP requests
• GET / - Server information
• GET /health - Health check

SSE Transport (for web browsers)

go run . --transport=sse

Stdio Transport (for MCP clients like Claude Desktop)

go run . --transport=stdio
# or using the legacy flag
go run . --stdio

Transport Comparison

| Transport | Use Case | Communication | Endpoints | |-----------|----------|---------------|-----------| | HTTP | REST clients, web apps, testing | Standard HTTP POST | /mcp, /, /health | | SSE | Web browsers, real-time apps | Server-sent events | /sse, / | | Stdio | MCP clients (Claude Desktop) | Bidirectional stdin/stdout | N/A |

Available Tools

get_loan

Retrieve comprehensive loan information by ID including balances, payment schedules, and customer details.

Parameters:

• loan_id (required): The loan ID to retrieve

Returns: Complete loan details with principal balance, payoff amount, next payment info, days past due, status, and customer information.

search_loans

Search for loans with filters and search terms.

Parameters:

• search_term (optional): Search term to match against customer name, display ID, or title
• status (optional): Filter by loan status
• limit (optional): Maximum number of results (default: 10)

Returns: List of matching loans with basic information and financial data.

get_customer

Retrieve customer information by ID.

Parameters:

• customer_id (required): The customer ID to retrieve

Returns: Customer details including name, email, phone, and creation date.

search_customers

Search for customers with a search term.

Parameters:

• search_term (optional): Search term to match aga

... View full README on GitHub