MCP Server (Mortgage Comparison Platform)
About
Canonical MCP server for parsing Loan Estimate (LE) and Closing Disclosure (CD) PDFs into MISMO-compliant JSON with LLM-enriched context. Built for AI-driven mortgage automation, compliance, and decisioning.
Details
- Author
- confersolutions
- Downloads
- 152
- Categories
- Other
Jump to
- FastAPI server with API key authentication, rate limiting, and CORS
- Integrations with CrewAI, AutoGen, and LangChain
- Extensible architecture for adding mortgage parsing tools
- Open source under MIT license, maintained by Confer Solutions
- Currently provides a "hello" tool for testing framework integrations
- Future roadmap includes Loan Estimate and Closing Disclosure parsing
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
MCP Server (Mortgage Comparison Platform)Command (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
Clone the repository, create a virtual environment, install dependencies (fastapi, uvicorn, slowapi, python-dotenv, plus optional framework packages), create a .env file with API_KEY, and run python server.py. Use the /health, /tools, and /call endpoints, authenticating with the X-API-Key header.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"mcp server (mortgage comparison platform)": {
"mcp-mortgage-server": {
"command": "python",
"args": [
"-m",
"venv",
".venv"
]
}
}
}
}
McpServers
{
"mcp-mortgage-server": {
"command": "python",
"args": [
"-m",
"venv",
".venv"
]
}
}
MCP Server (Mortgage Comparison Platform)
A FastAPI-based server that provides mortgage document parsing and comparison tools through a standardized API. The server is designed to be easily integrated with various AI frameworks including CrewAI, AutoGen, and LangChain.
Currently implements a basic "hello" tool as a proof of concept, with mortgage document parsing tools coming soon.
Status
This is a beta release (v0.1.0) that provides:
- Core server infrastructure with security features
- Basic "hello" tool for testing framework integrations
- Example integrations with CrewAI, AutoGen, and LangChain
Future versions will add mortgage document parsing and comparison tools.
Features
- FastAPI server with production-ready features:
- API key authentication
- Rate limiting support
- CORS middleware configuration
- Framework integrations for AI agents:
- CrewAI
- AutoGen
- LangChain
- Extensible architecture for adding mortgage parsing tools
- Open source for transparency and community contributions
Quick Start
1. Clone the repository:
git clone https://github.com/confersolutions/mcp-mortgage-server.git
cd mcp-mortgage-server
Roadmap
- ✅ Core server infrastructure with security and rate limiting
- ✅ Framework integrations (CrewAI, AutoGen, LangChain)
- ✅ Basic tool implementation ("hello" endpoint)
- 🚧 Loan Estimate (LE) parsing to MISMO format
- 🚧 Closing Disclosure (CD) parsing
- 🚧 Mortgage comparison tools
- 🚧 Additional mortgage document analysis features
Installation
1. Clone the repository
2. Create a virtual environment:
python -m venv .venv
source .venv/bin/activate # On Windows: .venv\Scripts\activate
3. Install dependencies:
pip install fastapi uvicorn slowapi python-dotenv
pip install crewai autogen langchain langchain-openai
Configuration
Create a .env file in the root directory with the following variables:
API_KEY=your_api_key_here
RATE_LIMIT_PER_MINUTE=120
ALLOWED_ORIGINS=http://localhost:3000
HOST=0.0.0.0
PORT=8001
WORKERS=1
Running the Server
python server.py
The server will start on http://localhost:8001 by default.
API Endpoints
Health Check
GET /health
Response: {"status": "healthy"}
List Available Tools
GET /tools
Headers: X-API-Key: your_api_key_here
Response: List of available tools and their configurations
Call Tool
POST /call
Headers: X-API-Key: your_api_key_here
Body: {
"tool": "hello",
"input": {
"name": "World" // Optional
}
}
Response: {
"output": "Hello, World!"
}
Framework Integration Examples
See examples/test_all_integrations.py for examples of how to use the server with:
- CrewAI
- AutoGen
- LangChain
CrewAI Example
from crewai import Agent, Task, Crew
from mcp_toolkit import MCPToolkitCrewAI
toolkit = MCPToolkitCrewAI()
tools = await toolkit.get_tools()
agent = Agent(
role="Greeter",
goal="Say hello to the user",
tools=tools
)
task = Task(
description="Say hello to the user",
agent=agent
)
crew = Crew(
agents=[agent],
tasks=[task]
)
result = await crew.kickoff()
AutoGen Example
from autogen import AssistantAgent, UserProxyAgent
from mcp_toolkit import MCPToolkitAutoGen
toolkit = MCPToolkitAutoGen()
tools = await toolkit.get_tools()
assistant = AssistantAgent(
name="assistant",
llm_config={"tools": tools}
)
user_proxy = UserProxyAgent(
name="user_proxy",
code_execution_config={"use_docker": False}
)
await user_proxy.initiate_chat(assistant, message="Please say hello to Alice")
LangChain Example
from langchain.agents import Tool, AgentExecutor, create_react_agent
from langchain_openai import ChatOpenAI
from mcp_toolkit import MCPToolkitLangChain
toolkit = MCPToolkitLangChain()
tools = [
Tool(
name="hello",
func=lambda x: asyncio.get_event_loop().run_until_complete(toolkit.hello(name=x)),
description="A tool that says hello to someone",
return_direct=True
)
]
llm = ChatOpenAI(temperature=0)
agent = create_react_agent(llm, tools, prompt)
agent_executor = AgentExecutor(agent=agent, tools=tools)
result = await agent_executor.ainvoke({"input": "Please say hello to Bob"})
Rate Limiting
The server implements rate limiting using slowapi. By default, it's set to 120 requests per minute per IP address. This can be configured using the RATE_LIMIT_PER_MINUTE environment variable.
Security
- API key authentication is required for all endpoints except /health
- CORS is configured to allow specific origins (set via ALLOWED_ORIGINS environment variable)
- All exceptions are caught and returned with appropriate error messages
Contributing
Feel free to open issues or submit pull requests for improvements.
About
This project is maintained by Confer Solutions. For questions or support, contact us at info@confersolutions.ai.
License
MIT License - see LICENSE file for details.
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