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.

- 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

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

- Clone the repository
- Copy.env.exampleto.envand configure your LoanPro API credentials:

cp .env.example .env

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

# 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

Stdio Transport (for MCP clients like Claude Desktop)

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

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

- 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 for loans with filters and search terms.

- 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.

- customer_id(required): The customer ID to retrieve

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

Search for customers with a search term.

- 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.

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

Returns:Chronological list of payments made on the loan with dates, amounts, payment IDs, and status (Active/Inactive).

Get detailed transaction history for a loan including payments, charges, credits, and adjustments.

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

Returns:Comprehensive transaction history including:

- Transaction type (payment, charge, credit, adjustment, etc.)
- Transaction amount, date, ID, and status
- Payment application breakdown (principal, interest, fees, escrow)
- Transaction title and description
- Complete audit trail of all loan activities

# 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}' # Get loan transactions curl -X POST http://localhost:8080/mcp \ -H "Content-Type: application/json" \ -d '{"jsonrpc":"2.0","method":"tools/call","params":{"name":"get_loan_transactions","arguments":{"loan_id":"123"}},"id":3}'

MCP Client Configuration (Claude Desktop)

{ "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" } } } }

{ "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" } } } }

make test # Run tests make test-verbose # Run tests with verbose output make test-coverage # Run tests with coverage report

go test ./... -race -coverprofile=coverage.out -covermode=atomic go test ./... -v go test ./tools -v # Test specific package

make test-coverage # Generates coverage.out and coverage.html open coverage.html # View in browser # Or manually: go test ./... -coverprofile=coverage.out go tool cover -html=coverage.out -o coverage.html

The project includes GitHub Actions workflows that automatically:

- Run tests across multiple Go versions (1.22.x, 1.23.x, 1.24.x)
- Build and test the binary

- tools/- Unit tests for MCP tool implementations with mock LoanPro client
- transport/- Unit tests for HTTP, SSE, and stdio transports with mock handlers
- loanpro/- Unit tests for data types, date parsing, and loan methods
- main_test.go- Integration tests for server initialization and MCP protocol handling

Tests use mock implementations to avoid external dependencies:

- MockLoanProClient- Simulates LoanPro API responses
- MockMCPHandler- Simulates MCP protocol handling
- Interface-based design enables easy testing and dependency injection

make help # Show all available targets make build # Build the binary make test # Run tests make test-coverage # Run tests with coverage make lint # Run linter make fmt # Format code make clean # Clean build artifacts make ci # Run full CI pipeline

- Go 1.21 or later
- Optional: golangci-lint for linting
- Optional: gosec for security scanning
- Make changes to the code
- Run tests:make test
- Format code:make fmt
- Run linter:make lint
- Build binary:make build
- Test manually:./loanpro-mcp-server --help

Loan Details: ID: 123 Display ID: LN00000456 Status: Open Customer: John Doe Balance: $240000.00

Loans: - ID: 123, Display ID: LN00000456, Customer: John Doe, Status: Open, Balance: $240000.00 - ID: 124, Display ID: LN00000457, Customer: Jane Smith, Status: Active, Balance: $185000.00

Customer Details: ID: 456 Name: John Doe Email: john.doe@example.com Phone: (555) 123-4567 Created: 2024-01-15 10:30:22 UTC

Transaction History for Loan 619: - Date: 2025-11-25, Type: payment, Amount: $75022.40, ID: 2356, Status: Active Title: Payment Received Applied: Principal: $74500.00 Interest: $522.40 - Date: 2025-11-25, Type: payment, Amount: $500.00, ID: 2357, Status: Active Title: Additional Payment Applied: Principal: $500.00 - Date: 2025-11-20, Type: charge.latefee, Amount: $50.00, ID: 1234, Status: Active Title: Late Fee - Date: 2025-11-18, Type: credit, Amount: $25.00, ID: 1233, Status: Active Title: Fee Waiver

The server supports configurable logging via environment variables:

Set theLOG_LEVELenvironment variable to control logging verbosity:

- DEBUG: Detailed debugging information including request/response data
- INFO: General operational messages (default)
- WARN/WARNING: Warning messages
- ERROR: Error messages only

Set theLOG_FORMATenvironment variable to control output format:

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

# 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 # Error level only LOG_LEVEL=ERROR ./loanpro-mcp-server --transport=sse

time=2025-06-11T13:04:35.886-04:00 level=INFO msg="Starting MCP server" transport=http port=8080 time=2025-06-11T13:04:35.887-04:00 level=DEBUG msg="Processing HTTP request" method=tools/list id=1

{"time":"2025-06-11T13:04:35.886-04:00","level":"INFO","msg":"Starting MCP server","transport":"http","port":"8080"} {"time":"2025-06-11T13:04:35.887-04:00","level":"DEBUG","msg":"Processing HTTP request","method":"tools/list","id":1}

- JSON-RPC 2.0 Compliance: Full MCP protocol implementation
- Structured Logging: Configurable log levels and formats using Go's slog
- Error Handling: Comprehensive error logging to stderr with context
- Date Parsing: Supports LoanPro Unix timestamp format (/Date(1427829732)/)
- Flexible Data Mapping: Handles different API response formats
- CORS Support: Cross-origin requests enabled for web integration
- Modular Design: Clean separation between transport, tools, and API layers

MIT License - see LICENSE file for details.

Funding rounds, acquisitions & exec moves — deduped, enriched, typed. Query over REST, stream over webhooks, or hand to your agent over MCP. 50 free credits.

IBAN validation, BIC/SWIFT lookup, Swiss clearing, and compliance risk scoring for AI agents. 121K+ bank entries, 84 countries, 85 EMI/vIBAN classifications.

MCP (Model Context Protocol) server for Kontomierz.pl — a Polish personal finance platform. Enables AI assistants (Claude Desktop, LibreChat, Cline) to read and manage your bank accounts, transactions, budgets, and scheduled payments — all through a single API. Built in Python, runs locally or in Docker.

Official CoinGecko API MCP Server for Crypto Price & Market Data, across 200+ blokchain networks and 8M+ tokens.

Access Chinese stock market data, including historical prices, real-time quotes, news, and financial statements.

Provides real-time financial market data using the Alpha Vantage API.

Interact with AWS Amplify Gen2 data models using natural language and Cognito authentication.

Interact with the Aptos blockchain, supporting both testnet and mainnet for AI applications.

A stock market data service for querying A-share market data from Sina and Tencent Finance.