LoanPro MCP server for AI agents

The LoanPro MCP Server provides read-only access to LoanPro financial data through multiple transport protocols including HTTP, Server-Sent Events (SSE), and stdio. It implements the Model Context Protocol for accessing loan information, customer details, and payment history.

Installation

Prerequisites

Go 1.21 or later
LoanPro API credentials

Setup Steps

Clone the repository
Create your configuration file:
```
cp .env.example .env
```

Configure your LoanPro API credentials in the .env file:

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 the Server

HTTP Transport (Default)

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

Available endpoints:

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

SSE Transport

go run . --transport=sse

Stdio Transport

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

Building a Standalone Binary

go build -o loanpro-mcp-server .

Available Tools

get_loan

Retrieves comprehensive loan information by ID.

Parameters:

loan_id (required): The loan ID to retrieve

Returns: Complete loan details including balances, payment info, and customer information.

search_loans

Searches 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.

get_customer

Retrieves 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

Searches for customers with a search term.

Parameters:

search_term (optional): Search term to match against customer names, email, or SSN
limit (optional): Maximum number of results (default: 10)

Returns: List of matching customers with contact information.

get_loan_payments

Gets payment history for a loan.

Parameters:

loan_id (required): The loan ID to get payment history for

Returns: Chronological list of payments made on the loan.

Usage Examples

HTTP Transport Examples

# Get server info
curl http://localhost:8080/

# Health check
curl http://localhost:8080/health

# List available tools
curl -X POST http://localhost:8080/mcp \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","method":"tools/list","id":1}'

# Get loan details
curl -X POST http://localhost:8080/mcp \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","method":"tools/call","params":{"name":"get_loan","arguments":{"loan_id":"123"}},"id":2}'

MCP Client Configuration (Claude Desktop)

For compiled binary:

{
  "mcpServers": {
    "loanpro": {
      "command": "/path/to/loanpro-mcp-server",
      "args": ["--transport=stdio"],
      "env": {
        "LOANPRO_API_URL": "https://your-loanpro-instance.com/api",
        "LOANPRO_API_KEY": "your_api_key",
        "LOANPRO_TENANT_ID": "your_tenant_id"
      }
    }
  }
}

For Go source:

{
  "mcpServers": {
    "loanpro": {
      "command": "go",
      "args": ["run", ".", "--transport=stdio"],
      "cwd": "/path/to/loanpro-mcp-server",
      "env": {
        "LOANPRO_API_URL": "https://your-loanpro-instance.com/api",
        "LOANPRO_API_KEY": "your_api_key",
        "LOANPRO_TENANT_ID": "your_tenant_id"
      }
    }
  }
}

SSE Transport

Start the server with SSE transport:

go run . --transport=sse

Connect to the SSE endpoint:

http://localhost:8080/sse

Logging Configuration

Configure logging via environment variables:

Log Levels

Set the LOG_LEVEL environment variable:

DEBUG: Detailed debugging information
INFO: General operational messages (default)
WARN/WARNING: Warning messages
ERROR: Error messages only

Log Formats

Set the LOG_FORMAT environment variable:

TEXT: Human-readable text format (default)
JSON: Structured JSON format

Examples

# Debug level with text format
LOG_LEVEL=DEBUG ./loanpro-mcp-server --transport=stdio

# Info level with JSON format  
LOG_LEVEL=INFO LOG_FORMAT=JSON ./loanpro-mcp-server --transport=http

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

claude mcp add-json "loanpro" '{"command":"go","args":["run",".","--transport=stdio"],"cwd":"/path/to/loanpro-mcp-server","env":{"LOANPRO_API_URL":"https://your-loanpro-instance.com/api","LOANPRO_API_KEY":"your_api_key","LOANPRO_TENANT_ID":"your_tenant_id"}}'

See the official Claude Code MCP documentation for more details.

For Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > Tools & Integrations and click "New MCP Server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "loanpro": {
            "command": "go",
            "args": [
                "run",
                ".",
                "--transport=stdio"
            ],
            "cwd": "/path/to/loanpro-mcp-server",
            "env": {
                "LOANPRO_API_URL": "https://your-loanpro-instance.com/api",
                "LOANPRO_API_KEY": "your_api_key",
                "LOANPRO_TENANT_ID": "your_tenant_id"
            }
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

{
    "mcpServers": {
        "loanpro": {
            "command": "go",
            "args": [
                "run",
                ".",
                "--transport=stdio"
            ],
            "cwd": "/path/to/loanpro-mcp-server",
            "env": {
                "LOANPRO_API_URL": "https://your-loanpro-instance.com/api",
                "LOANPRO_API_KEY": "your_api_key",
                "LOANPRO_TENANT_ID": "your_tenant_id"
            }
        }
    }
}

3. Restart Claude Desktop for the changes to take effect