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openmf/mcp-mifosx-self-service

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MCP Server for Mifos X - Self Service

概要

MifosX Self Service MCP is a Model Context Protocol (MCP) server built using FastMCP (Python). It exposes a set of AI-callable tools that allow MCP-compatible clients (such as Claude Desktop or DeepChat) to securely interact with the Apache Fineract / MifosX Self-Service APIs. This project enables AI-driven banking workflows such as authentication, account access, beneficiary management, loans, savings, and transfers — while keeping all sensitive logic on the server side. * Register new self-service users. * Confirm user registration. * User login and authentication. * Manage client information. * Manage beneficiaries (add, list, update, delete). * View client accounts and transactions. * Manage loans (view products, applications, transactions, charges). * Manage savings accounts (products, applications, transactions, charges). * Manage guarantors for loans. * Manage share accounts and products.

README

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MifosX Self Service MCP

MifosX Self Service MCP is a Model Context Protocol (MCP) server built using FastMCP (Python). It exposes a set of AI-callable tools that allow MCP-compatible clients (such as Claude Desktop or DeepChat) to securely interact with the Apache Fineract / MifosX Self-Service APIs.

This project enables AI-driven banking workflows such as authentication, account access, beneficiary management, loans, savings, and transfers — while keeping all sensitive logic on the server side.

Features

  • Register new self-service users.
  • Confirm user registration.
  • User login and authentication.
  • Manage client information.
  • Manage beneficiaries (add, list, update, delete).
  • View client accounts and transactions.
  • Manage loans (view products, applications, transactions, charges).
  • Manage savings accounts (products, applications, transactions, charges).
  • Manage guarantors for loans.
  • Manage share accounts and products.
  • Read account statements and spending insights (statement, summary, recurring payments).
  • Register for push notifications.
  • Perform third-party account transfers.

Architecture

The MCP server acts as a secure bridge between your AI client and the Mifos/Fineract backend.

graph LR
    A[AI Client] -- MCP Protocol --> B[FastMCP Server]
    B -- REST API --> C[MifosX / Fineract]
    C -- Data --> B
    B -- Context --> A

Project Structure

The codebase is organized into a modular, maintainable structure:

mcp-mifosx-self-service/
│
├── main.py              # MCP server entry point
├── mcp_app.py           # FastMCP app initialization
│
├── config/
│   └── config.py        # Environment-based configuration
│
├── routers/             # MCP tools grouped by domain
│   ├── auth_tools.py        # User registration & authentication
│   ├── client_tools.py      # Client information & accounts
│   ├── beneficiary_tools.py # Beneficiary management
│   ├── transfer_tools.py   # Third-party transfers
│   ├── loan_tools.py        # Loan products & accounts
│   ├── savings_tools.py     # Savings accounts & products
│   ├── statement_tools.py   # Statements, spending summary, recurring payments
│   ├── guarantor_tools.py  # Loan guarantor management
│   ├── shares_tools.py     # Share accounts & products
│   └── notification_tools.py # Push notification registration
│
├── schemas/             # Pydantic request/response models
│   ├── registration.py
│   ├── authentication.py
│   ├── confirm.py
│   ├── beneficiary.py
│   └── transfer.py
│
├── utils/               # Shared helpers
│   ├── http.py          # Centralized HTTP client
│   └── auth.py          # Auth helpers (Basic Auth)
│
├── resources/           # MCP resources (context & docs)
│   ├── overview.py
│   ├── endpoints.py
│   └── workflows.py
│
├── requirements.txt
├── Dockerfile
├── docker-compose.yml
└── README.md

Installation

  1. Clone the repository:
GitHub で README 全文を見る

インストール

This server does not publish a one-line install command.

Open the repository installation guide MCP 初心者?mcpskill.org のガイドから始めましょう →

設定

{ "mcpServers": { "mifos-banking": { "command": "/ABSOLUTE/PATH/TO/venv/bin/python", "args": [ "/ABSOLUTE/PATH/TO/main.py" ], "env": { "MIFOS_BASE_URL": "https://tt.mifos.community", "MIFOS_TENANT": "default", "MIFOS_USERNAME": "your-username", "MIFOS_PASSWORD": "your-password" } } } }