MCP Server (Mortgage Comparison Platform)
Canonical MCP server for parsing Loan Estimate (LE) and Closing Disclosure (CD) PDFs into MISMO-compliant JSON with LLM-enriched context. Built for AI-driven mortgage automation, compliance, and decisioning.
confersolutions
README
MCP Server (Mortgage Comparison Platform)
A FastAPI-based server that provides mortgage document parsing and comparison tools through a standardized API. The server is designed to be easily integrated with various AI frameworks including CrewAI, AutoGen, and LangChain.
Currently implements a basic "hello" tool as a proof of concept, with mortgage document parsing tools coming soon.
Status
This is a beta release (v0.1.0) that provides:
- Core server infrastructure with security features
- Basic "hello" tool for testing framework integrations
- Example integrations with CrewAI, AutoGen, and LangChain
Future versions will add mortgage document parsing and comparison tools.
Features
- FastAPI server with production-ready features:
- API key authentication
- Rate limiting support
- CORS middleware configuration
- Framework integrations for AI agents:
- CrewAI
- AutoGen
- LangChain
- Extensible architecture for adding mortgage parsing tools
- Open source for transparency and community contributions
Quick Start
- Clone the repository:
git clone https://github.com/confersolutions/mcp-mortgage-server.git cd mcp-mortgage-server
Roadmap
- ✅ Core server infrastructure with security and rate limiting
- ✅ Framework integrations (CrewAI, AutoGen, LangChain)
- ✅ Basic tool implementation ("hello" endpoint)
- 🚧 Loan Estimate (LE) parsing to MISMO format
- 🚧 Closing Disclosure (CD) parsing
- 🚧 Mortgage comparison tools
- 🚧 Additional mortgage document analysis features
Installation
- Clone the repository
- Create a virtual environment:
python -m venv .venv source .venv/bin/activate # On Windows: .venv\Scripts\activate
- Install dependencies:
pip install fastapi uvicorn slowapi python-dotenv pip install crewai autogen langchain langchain-openai
Configuration
Create a .env
file in the root directory with the following variables:
API_KEY=your_api_key_here
RATE_LIMIT_PER_MINUTE=120
ALLOWED_ORIGINS=http://localhost:3000
HOST=0.0.0.0
PORT=8001
WORKERS=1
Running the Server
python server.py
The server will start on http://localhost:8001 by default.
API Endpoints
Health Check
GET /health
Response: {"status": "healthy"}
List Available Tools
GET /tools
Headers: X-API-Key: your_api_key_here
Response: List of available tools and their configurations
Call Tool
POST /call
Headers: X-API-Key: your_api_key_here
Body: {
"tool": "hello",
"input": {
"name": "World" // Optional
}
}
Response: {
"output": "Hello, World!"
}
Framework Integration Examples
See examples/test_all_integrations.py
for examples of how to use the server with:
- CrewAI
- AutoGen
- LangChain
CrewAI Example
from crewai import Agent, Task, Crew
from mcp_toolkit import MCPToolkitCrewAI
toolkit = MCPToolkitCrewAI()
tools = await toolkit.get_tools()
agent = Agent(
role="Greeter",
goal="Say hello to the user",
tools=tools
)
task = Task(
description="Say hello to the user",
agent=agent
)
crew = Crew(
agents=[agent],
tasks=[task]
)
result = await crew.kickoff()
AutoGen Example
from autogen import AssistantAgent, UserProxyAgent
from mcp_toolkit import MCPToolkitAutoGen
toolkit = MCPToolkitAutoGen()
tools = await toolkit.get_tools()
assistant = AssistantAgent(
name="assistant",
llm_config={"tools": tools}
)
user_proxy = UserProxyAgent(
name="user_proxy",
code_execution_config={"use_docker": False}
)
await user_proxy.initiate_chat(assistant, message="Please say hello to Alice")
LangChain Example
from langchain.agents import Tool, AgentExecutor, create_react_agent
from langchain_openai import ChatOpenAI
from mcp_toolkit import MCPToolkitLangChain
toolkit = MCPToolkitLangChain()
tools = [
Tool(
name="hello",
func=lambda x: asyncio.get_event_loop().run_until_complete(toolkit.hello(name=x)),
description="A tool that says hello to someone",
return_direct=True
)
]
llm = ChatOpenAI(temperature=0)
agent = create_react_agent(llm, tools, prompt)
agent_executor = AgentExecutor(agent=agent, tools=tools)
result = await agent_executor.ainvoke({"input": "Please say hello to Bob"})
Rate Limiting
The server implements rate limiting using slowapi
. By default, it's set to 120 requests per minute per IP address. This can be configured using the RATE_LIMIT_PER_MINUTE
environment variable.
Security
- API key authentication is required for all endpoints except
/health
- CORS is configured to allow specific origins (set via
ALLOWED_ORIGINS
environment variable) - All exceptions are caught and returned with appropriate error messages
Contributing
Feel free to open issues or submit pull requests for improvements.
About
This project is maintained by Confer Solutions. For questions or support, contact us at info@confersolutions.ai.
License
MIT License - see LICENSE file for details.
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