Home Loan MCP Agent

An AI-powered home loan underwriting system using Pydantic AI, Temporal workflows, and MCP (Model Context Protocol) server.

Components

• Agent: AI underwriter that analyzes loan applications
• Workflow: Temporal workflow for loan processing
• MCP Server: Tools for loan application management
• FakeBank: Mock banking service for testing

Architecture

flowchart TD
    Client["MCP Client"] --> MCP["MCP Server"]
    MCP --> Temporal["Temporal Workflow"]
    Temporal --> Agent["AI Agent"]
    Temporal --> Bank["FakeBank Service"]
    Agent --> Teams["MS Teams"]
    
    subgraph "Loan Processing Flow"
        MCP -.-> |"start_loan_application"| Temporal
        MCP -.-> |"supply_bank_account"| Temporal
        MCP -.-> |"get_application_status"| Temporal
        Agent -.-> |"post_to_teams"| Teams
    end

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Setup

Install dependencies:

uv install

Start Temporal server (required):

temporal server start-dev

Start FakeBank service:

uv run python fakebank/main.py

Start Temporal worker:

uv run python worker.py

Start MCP server:

uv run python server.py

Usage

The MCP server provides tools for:

• start_loan_application: Begin loan processing
• supply_bank_account: Provide bank account verification
• get_application_status: Check application status
• post_to_teams: Post application details to MS Teams for approval

Test accounts: 123-456, 654-321

Configuration

Set the Teams webhook URL:

export TEAMS_WEBHOOK_URL="https://your-org.webhook.office.com/webhookb2/..."