Accounting
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.
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How it connects. Connects with an API key. The credential goes into a vault nobody reads back.
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One address. https://api.elaichi.ai/mcp, the same for every user.
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Their own access. An agent never gets more than the person it acts for.
2 tools
How to connect
How to connect LoanPro to Claude, ChatGPT or Cursor
Two steps, about a minute.
In Elaichi
Connect LoanPro once
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Open Connections, choose Add connection, and pick LoanPro.
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Optionally set Share with to give a team access, then press Connect.
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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.
The credential is vaulted. Nobody reads it back, not even the AI.
Add connection
Choose a connector.
In your AI client
Point it at one endpoint
Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.
Connect LoanPro to Claude
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1
Open Customize, then Connectors.
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2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
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
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1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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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
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1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
3
Reload Cursor, then sign in and approve.
~/.cursor/mcp.json
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
Set up per machine, so repeat it on each computer you work from.
Connect LoanPro to any MCP client
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1
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
2
Sign in and approve.
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
The Elaichi Agent already has these tools, with nothing to set up.
Use cases
What teams do with LoanPro through Elaichi
Every one of these runs inside the access the person already has, and lands in the same audit log.
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Operations
See who has a LoanPro account
Ask for the full list of LoanPro users before a team change or a busy quarter, without opening the admin screens to check.
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Compliance
Review the user roster for an audit
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.
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IT
Confirm a new hire is set up
After onboarding, ask whether the new person appears among LoanPro users and read back the details on their record.
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IT
Check a leaver is out of LoanPro
When someone leaves, look up their LoanPro user record and confirm whether an account still exists, then follow up in LoanPro if it does.
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Servicing
Find out who a user ID belongs to
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.
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Finance
Count LoanPro seats before renewal
List every LoanPro user to see how many accounts you are actually carrying before the contract renews.
Try asking
- “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?”
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.
No tools match your search.
See it in Elaichi
What connecting LoanPro gets you
6 screens from the product, each doing one job for your LoanPro account.
The agent
Ask about LoanPro users in plain language.
Type a question and read answers from live LoanPro user records.
- users
- loans
- payments
- accounts
Ask Elaichi to work across your apps.
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?
Also runs in Claude, ChatGPT or Cursor
MCP clients
Claude, ChatGPT and Cursor reach LoanPro.
One governed MCP endpoint over OAuth, no SDK and no shared API key.
ElaichiMCP clientsClaude
ChatGPT
Cursor
Copy the endpoint
Tool catalog
2 LoanPro tools ready, no custom code.
Browse LoanPro tool names, resources and methods, then call them as they are.
- List all LoanPro users
- Get single LoanPro user by ID
ElaichiToolsToolboxes
Each team gets its own LoanPro toolbox.
Servicing, collections and finance see the LoanPro toolbox scoped to their work.
- Servicing
- Collections
- Finance
- Underwriting
ElaichiToolboxesShared connections
Teammates use LoanPro without seeing credentials.
See who connected each LoanPro account and which teams and members share it.
- Servicing US
- Collections
- Finance
- Underwriting
ElaichiConnectionsAudit log
Every LoanPro call is on the record.
When, who, what happened, type and resource for each LoanPro request.
- When
- Who
- What happened
- Type
ElaichiAudit logLaunching soon
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 are launching soon, on the Black plan.
Automations
A schedule runs the whole LoanPro digest.
Fetch LoanPro users, group them, draft a digest, approve, post it back.
LoanPro digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
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✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch users
LoanPro
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Michael Brennan
Approve Deny -
Post the digest
LoanPro
Queued
Collections and dashboards
LoanPro numbers land before anyone asks.
Four metrics, 14 days of records created and a team breakdown, computed on schedule.
LoanPro health
Refreshed 4 minutes ago · every 15 minutes · from the users collection
Users
1,284 ↓ 12%
Loans
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Users created
Last 14 days
By team
Share of activity
Servicing US 34%
Collections 27%
Finance 21%
Underwriting 18%
Related connectors
More from the catalog
FAQ
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 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.
Put LoanPro in front of your team
Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.