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Model Context Protocol (MCP)

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What is Model Context Protocol?

• Compare personal and business loans in real-time
• Calculate mortgage and loan payments
• Compare credit cards and banking products
• Submit loan applications on behalf of users
• Track application status

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Who is it for?

• Anyone using Claude Desktop or ChatGPT who wants to compare financial products
• Get instant loan comparisons through natural conversation
• No need to visit multiple lender websites

• Build AI-powered financial applications using our TypeScript SDK
• Integrate financial comparison into your AI workflows
• Connect programmatically to our MCP server

• Embed AI-powered financial advice in your applications
• Provide employees with instant financial product comparisons
• Automate financial decision support

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Quick Start

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Available Tools

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Loan Comparison (6 tools)

• compare_personal_loans - Personal loan offers based on credit and purpose
• compare_business_loans - Business loans with revenue and industry matching
• compare_car_loans - Auto loan rates for new and used vehicles
• compare_student_loans - Student loan options by degree type
• compare_personal_mortgages - Mortgage rates and terms for home purchases
• compare_business_mortgages - Commercial mortgage options

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Banking & Credit Cards (5 tools)

• compare_personal_banking - Checking and savings account comparison
• compare_business_banking - Business banking products and services
• compare_savings_accounts - High-yield savings account rates
• compare_personal_credit_cards - Personal credit cards by rewards type
• compare_business_credit_cards - Business credit card options

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Financial Calculators (3 tools)

• calculate_loan_payment - Monthly payment calculator for any loan
• calculate_mortgage_payment - PITI (Principal, Interest, Taxes, Insurance) calculator
• compare_lease_vs_purchase - Vehicle lease vs buy cost comparison

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Application Management (6 tools)

• get_offer - Submit application to a selected lender
• get_multiple_offers - Submit application to multiple lenders simultaneously
• track_offer_status - Check status of submitted applications
• display_offer_form - Generate pre-filled application forms
• display_upload_documents_form - Upload required documents
• submit_documents - Submit supporting documentation

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Example Use Cases

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Personal Finance

“Compare personal loans for $25,000 to consolidate credit card debt. My credit score is 720.”

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Business Financing

“I need a $200,000 equipment loan for my restaurant. My business has$1.2M annual revenue and I’ve been operating for 3 years.”

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Home Buying

“What would my monthly payment be on a $400,000 home with 20% down at 6.5% interest, including taxes and insurance?”

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Architecture

┌──────────────────────────────────────┐
│   AI Assistant (Claude/ChatGPT)      │
│   • Natural language interface        │
│   • Context management                │
└──────────────────────────────────────┘
              ↓ MCP Protocol
┌──────────────────────────────────────┐
│   mcp.securelend.ai/mcp              │
│   • Skybridge Framework               │
│   • 20 financial tools                │
│   • JSON Schema validation            │
└──────────────────────────────────────┘
              ↓ REST APIs
┌──────────────────────────────────────┐
│   SecureLend Backend Services        │
│   • Lending Service                   │
│   • AI Service                        │
│   • Core Service                      │
│   • Integration with 200+ lenders    │
└──────────────────────────────────────┘

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Security & Compliance

• No Authentication Required - Comparison tools are read-only and public
• HTTPS Encryption - All communications encrypted in transit
• Privacy-First Design - Comparison data is not stored or logged
• Rate Limiting - Protection against abuse
• Input Validation - All parameters validated against JSON schemas

• Comparison tool results are ephemeral (not stored)
• Application submissions require explicit user consent
• Personal information only transmitted when submitting applications
• Full transparency about data usage at each step

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When NOT to Use MCP

• ✅ Comparing financial products
• ✅ Getting rate quotes and estimates
• ✅ Calculating payments
• ✅ Submitting applications with user consent

• ❌ Executing financial transactions (use our platform directly)
• ❌ Accessing existing account data (use REST API with authentication)
• ❌ Automated trading or investment decisions
• ❌ Regulatory compliance workflows (requires audit trails)

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Technical Details

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Getting Started

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Support

• Documentation: This site (docs.securelend.ai)
• Status Page: status.securelend.ai
• Developer Email: developers@securelend.ai
• GitHub Issues: github.com/SecureLend/mcp-financial-services