Skip to content
Elaichi Elaichi

Accounting

LoanPro

Connect LoanPro once and hand every teammate a governed MCP endpoint with 2 tools ready to call from Claude, ChatGPT, Cursor, or any MCP client, inside the same permissions they already have, with every call checked and logged.

LoanPro

Automations & dashboards

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards ship on the Black plan.

Automations

Put LoanPro work on a schedule.

A trigger starts a sequence of steps: call a LoanPro tool, transform the result, branch, wait, and ask a person when it matters.

LoanPro digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. Schedule

    Every weekday at 08:00

    0.2s
  2. Fetch userses

    LoanPro

    1.4s
  3. Group by owner

    Transform

    0.1s
  4. Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. Post the digest

    LoanPro

    Queued

Collections and dashboards

Report on LoanPro without asking.

Collections hold your own data, written by an automation and read by a dashboard that refreshes on a schedule.

LoanPro health

Refreshed 4 minutes ago · every 15 minutes · from the userses collection

Live

Userses

1,284 ↓ 12%

Users

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Userses created

Last 14 days

By workspace

Share of activity

Engineering 34%

Product 27%

Support 21%

Sales 18%

AI tools

LoanPro tools for your AI agents

2 tools are ready to call through Elaichi's MCP endpoint the moment you connect LoanPro, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

list_all_loanpro_users

Search users in LoanPro by query filters. Returns fields including id, firstName, lastName, fullName, userName, tenantAccessRoleDescription, tenantActiveStatus, active, jobTitle, isEnrolledInMFA, wizardGroup, searchRestrictionGroup, tenantAccessRole, phone, globalRole, and summary with totalHits and totalTime.

get_single_loanpro_user_by_id

Get a specific agent user profile in LoanPro using id. Returns key fields such as id, firstName, lastName, userName, recoveryEmail, phone, jobTitle, active, gender, roleId, tenantRole, tenantAccessActive, validated, lastContractSigned, and isEnrolledInMFA.

How it works

From LoanPro account to governed MCP endpoint

Connect

Link a LoanPro account through Elaichi's hosted connect flow. Credentials are vaulted, so nobody, including the AI, ever sees them.

Compose

The connection becomes a toolbox instantly. Curate which LoanPro tools are exposed, rename them, or freeze arguments.

Authorize

Point Claude, ChatGPT, Cursor, or any MCP client at the one Elaichi endpoint and sign in with OAuth, governed by roles, restrictions, and audit logs.

Put your agents to work in the tools you already use

Start a 14-day Gold trial. Connect a product, curate a toolbox, and paste a governed MCP endpoint into Claude, ChatGPT, or Cursor in minutes.