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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.

  • How it connects. Connects with an API key. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect LoanPro to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect LoanPro once

  1. Open Connections, choose Add connection, and pick LoanPro.

  2. Optionally set Share with to give a team access, 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.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

loanpro
LoanPro
Acumatica
AngelList
Bexio
BlackLine
Buildium
2

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.

LoanPro MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

LoanPro MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

LoanPro MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 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

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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?”

See all 6 LoanPro tools below

Compare

Elaichi vs Zapier MCP vs Composio for LoanPro

All three can connect LoanPro to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for LoanPro, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over LoanPro tools Allow or restrict single LoanPro tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per LoanPro call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price $15 per user per month. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

AI tools

LoanPro tools for your AI agents

6 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.

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 clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

Tool catalog

6 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
  • List all LoanPro loan documents
  • LoanPro loan documents download
ElaichiTools
Tool Action Description
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.
List all LoanPro loan documents List List the documents attached to loans in LoanPro. Returns each document's id, loanId, fileName, size and a FileAttachment object whose fileName is the system-generated name needed by the loan_documents download tool. Use the $filter query parameter to narrow by loan, for example loanId eq 123.
LoanPro loan documents download Download Download a LoanPro loan document by document id. file_name is the system-generated name in the document's FileAttachment.fileName from the loan_documents list tool, not the name shown in the UI. Returns the raw file (stored by Elaichi as a downloadable file). Required: id, file_name.
List all LoanPro customer documents List List the documents attached to customers in LoanPro. Returns each document's id, customerId, fileName, size and a FileAttachment object whose fileName is the system-generated name needed by the customer_documents download tool. Use the $filter query parameter to narrow by customer, for example customerId eq 456.

Toolboxes

Each team gets its own LoanPro toolbox.

Servicing, collections and finance see the LoanPro toolbox scoped to their work.

  • Servicing
  • Collections
  • Finance
  • Underwriting
ElaichiToolboxes
Name Source template Tools Created

Servicing toolbox

LoanPro · loans and users

LoanPro starter 18 Mar 4, 2026

Collections toolbox

LoanPro · delinquent accounts

— 9 Mar 2, 2026

Finance toolbox

LoanPro · payments and reconciliation

— 24 Feb 27, 2026

Underwriting toolbox

LoanPro · applications and credit files

LoanPro starter 6 Feb 19, 2026

Compliance toolbox

LoanPro · audit and disclosures

— 31 Jan 30, 2026

Support toolbox

LoanPro · borrower enquiries

— 12 Jan 22, 2026

Shared 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
ElaichiConnections
Connection Scope Status Access
LO

LoanPro (Servicing US)

Connected by Emily Carter

Personal • Active 1 team · 6 members
LO

LoanPro (Collections)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
LO

LoanPro (Finance)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
LO

LoanPro (Underwriting)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
LO

LoanPro (Compliance)

Connected by Ryan Hayes

Personal • Active Not shared
LO

LoanPro (Support Desk)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Audit 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 log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

emily.carter@northwind.io

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

jake.morgan@northwind.io

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

megan.brooks@northwind.io

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

tyler.reed@northwind.io

LoanPro Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

ryan.hayes@northwind.io

LoanPro Users Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

ashley.parker@northwind.io

LoanPro Users List Toolbox

Launching 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 Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch users

    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

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

Live

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%

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 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.

Does the LoanPro MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. LoanPro is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for LoanPro?

Yes. Both let Claude, ChatGPT or Cursor use LoanPro. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every LoanPro call.

How is Elaichi different from Composio for LoanPro?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to LoanPro: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put LoanPro in front of your team

14 days on Gold, no credit card. Connect it once and pick what each team can call.

Works with
Claude ChatGPT Cursor and any other MCP client, or the Elaichi Agent.
When the trial ends
Nothing is deleted. Connections, roles and the audit log stay where they are, so subscribing picks up exactly where you left off.