# LoanPro MCP connector The LoanPro connector brings your LoanPro user directory into Claude, ChatGPT, Cursor and any MCP client, so your team can list every LoanPro user or look one up by ID, with every request recorded. Source: https://elaichi.ai/connectors/loanpro/ ## Facts | | | | --- | --- | | Application | LoanPro | | Category | Accounting | | AI tools | 2 | | Authentication | Connects with an API key | | Needs your own OAuth app | No | | MCP endpoint | https://api.elaichi.ai/mcp | | Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent | | Tools advertised by name | Yes | ## What you can ask once LoanPro is connected - List LoanPro users added to the servicing portfolio this month. - Show the LoanPro user record for account id 48217. - Which LoanPro users are assigned to collections right now? ## Connect LoanPro in Elaichi This happens once for the organization, before any client is involved. 1. Open Connections, choose Add connection, and pick LoanPro. 2. Optionally set Share with, then press Connect. 3. Paste a LoanPro API key. One person generates a token in LoanPro and pastes it once. Everyone else works through Share with, and never sees it. Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which LoanPro tools are exposed, rename them, or freeze arguments before anyone points a client at it. ## Connect LoanPro to Claude Endpoint: https://api.elaichi.ai/mcp 1. Open Customize, then Connectors. 2. Press Add. 3. Name it, paste the MCP server URL, then Continue. 4. Sign in and approve. On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves. ## Connect LoanPro to ChatGPT Endpoint: https://api.elaichi.ai/mcp 1. Open Plugins, then press the + button. 2. Name it and paste the endpoint into Server URL. 3. Leave Authentication on OAuth, then tick the risk acknowledgement. 4. Press Create, then sign in and approve. Works on the web today. The plugin directory lives at chatgpt.com/plugins. ## Connect LoanPro to Cursor Endpoint: https://api.elaichi.ai/mcp 1. Open `~/.cursor/mcp.json`. 2. Add the endpoint under `mcpServers`. 3. Reload Cursor, then sign in and approve. Set up per machine, so repeat it on each computer you work from. ## Connect LoanPro to any MCP client Endpoint: https://api.elaichi.ai/mcp 1. Add the endpoint as a remote MCP server. 2. Sign in and approve. The Elaichi Agent already has these tools, with nothing to set up. ## What the consent screen decides Only Read is granted by default, which is not enough to call a LoanPro tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone. ## What teams do with LoanPro through Elaichi ### See who has a LoanPro account Operations. Ask for the full list of LoanPro users before a team change or a busy quarter, without opening the admin screens to check. ### Review the user roster for an audit Compliance. Pull the list of LoanPro users and hold it against your HR records, so you can show an auditor that every account belongs to a current member of staff. ### Confirm a new hire is set up IT. After onboarding, ask whether the new person appears among LoanPro users and read back the details on their record. ### Check a leaver is out of LoanPro IT. When someone leaves, look up their LoanPro user record and confirm whether an account still exists, then follow up in LoanPro if it does. ### Find out who a user ID belongs to Servicing. A user ID turns up in a note or a ticket and you need a name. Ask, and get that LoanPro user's details in the same conversation. ### Count LoanPro seats before renewal Finance. List every LoanPro user to see how many accounts you are actually carrying before the contract renews. ## Frequently asked questions ### How do I connect LoanPro to Claude? Connect LoanPro in Elaichi first: LoanPro connects with an API key, so you paste the key from your LoanPro account into Elaichi and the connection is ready. There is no OAuth application to register and no client ID or secret to generate. Then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp as the endpoint. Sign in with your Elaichi account and LoanPro appears in Claude. ### Does LoanPro work with ChatGPT and Cursor as well as Claude? Yes. Once LoanPro is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect LoanPro once and every client you use can reach it. ### What can an AI agent actually do with my LoanPro data? Through this connector an agent can list all the users in your LoanPro account and look up a single LoanPro user by ID. That means you can ask who has a LoanPro account, check whether a new hire or a leaver appears in the list, or find out which colleague a user ID belongs to. This connector reads LoanPro user records; it does not reach loans, borrowers or payments. ### Does connecting LoanPro give the AI everything in my LoanPro account? No. The connection runs inside the access of the LoanPro API key you entered, so an agent can only see what that key is allowed to see, and this connector only covers LoanPro user records. Elaichi can narrow that access further with restrictions, and it can never widen it beyond what LoanPro itself permits. ### Can my team share one LoanPro connection? Yes. One person connects LoanPro in Elaichi and shares the connection with a team, and nobody else ever handles the LoanPro API key. Each teammate still signs in to Elaichi as themselves, so every request to LoanPro is recorded in the audit log under the name of the person who made it. ### Can I stop an agent from deleting or changing things in LoanPro? This LoanPro connector only reads user records; it has no action that deletes or changes anything in LoanPro, so an agent cannot alter a user through it. Restrictions in Elaichi also work per action, so you can switch off either of the two LoanPro actions for a team if you wish. A blocked action is never shown to Claude, ChatGPT or any other client, so no prompt can reach it. ### What happens to a LoanPro connection when someone leaves? When you offboard someone in Elaichi, their access to LoanPro through Elaichi ends at once, in every client they used. A shared LoanPro connection keeps working for everyone else on the team. If you want to remove LoanPro entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor and every other connected client. ## All 2 LoanPro tools Every tool below is callable through https://api.elaichi.ai/mcp once LoanPro is connected, subject to the toolbox it is in and the restrictions on the caller. - **List all LoanPro users** (List). 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). 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.