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Yogeshwara7

Loan MCP Server

by Yogeshwara7

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
CLIENT_IDYesApplication (client) ID
HTTP_HOSTNoHTTP bind host (0.0.0.0 when hosted behind a proxy)127.0.0.1
HTTP_PORTNoHTTP transport port (start:http)3000
LOG_LEVELNotrace…fatal/silentinfo
TENANT_IDYesDirectory (tenant) ID
MCP_API_KEYNoShared secret for the HTTP endpoint (strongly advised)(unset)
CLIENT_SECRETYesClient secret value
DATAVERSE_URLYeshttps://yourorg.crm.dynamics.com (no trailing /)
MCP_HTTP_PATHNoHTTP MCP endpoint path/mcp
HTTP_TIMEOUT_MSNoDataverse request timeout (ms)30000
MCP_CORS_ORIGINNoCORS allow-origin for the HTTP transport*
OFFICER_ENTITY_SETNoOfficer target entity set (for getOfficer)systemusers
OFFICER_NAME_FIELDNoName column on the lookup's target tablefullname
OFFICER_EMAIL_FIELDNoOfficer email column (for getOfficer)internalemailaddress
DATAVERSE_LOAN_TABLENoLoan entity set name (data paths)cr174_loanapplics
OFFICER_NAV_PROPERTYNoOfficer lookup navigation property to $expandcr174_OfficerAssigned
DATAVERSE_API_VERSIONNoWeb API versionv9.2
DATAVERSE_LOAN_ENTITYNoLoan entity logical name (metadata paths)cr174_loanapplic

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
logging
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
GetLoanSummaryA

Retrieve the full summary of a single loan application by its reference number, including applicant details, amounts, status, eligibility and the assigned officer.

GetLoanStatusA

Retrieve the current processing status of a single loan application by its reference number, including eligibility status, the assigned officer and whether manual review is required.

SearchLoansByPhoneA

Find all loan applications associated with a given phone number, returned as a compact list.

GetApplicantHistoryA

Retrieve all previous loan applications for an applicant, identified by their email address, ordered by most recent first.

TrackLoanTimelineA

Return a chronological timeline for a loan application using its created date, eligibility-check date, officer assignment and current status.

ExplainEligibilityB

Explain a loan application's eligibility in business-friendly language, including its eligibility status, remarks and whether manual review is required.

GetRequiredDocumentsA

Return the list of documents required for a given loan type. Falls back to a default checklist for unrecognized loan types.

ListPendingReviewsA

List all loan applications currently in the manual-review queue (status = Under Review).

GetOfficerWorkloadA

Summarize a loan officer's workload: total assigned applications, pending reviews and a breakdown by status, with the underlying loan list.

SearchLoansByStatusA

Find all loan applications matching a given status label (e.g. Received, Pending, Under Review, Approved, Rejected).

SearchLoansByOfficerA

Find all loan applications assigned to a specific loan officer, identified by their full name.

GetLoanAnalyticsA

Return portfolio-level analytics across all loan applications: totals by status and average/highest/lowest loan amounts.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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