MCP Baseline

MCP server for interacting with the Baseline loan origination system API. Enables AI assistants to manage loans, tasks, borrowers, vendors, and investors.

Overview

Built on @alianzacap/mcp-framework v3.0.2, providing:

• Auth0 OAuth authentication for Cloudflare Workers
• STDIO mode for DXT (Desktop Extension) deployment
• Type-safe tool definitions with Zod validation

Deployment Options

Mode	Description	URL
Cloudflare Worker	OAuth-enabled edge deployment (primary)	https://mcp-baseline.alianzacap.com
STDIO	Claude Desktop DXT extension	Local
DXT Extension	Packaged Claude Desktop installation	.dxt file

Available Tools

Loan Management

Tool	Description
getLoan	Retrieve complete loan details by ID
listLoans	Get summary list of all loans
updateLoan	Update specific fields of an existing loan
createLoan	Create a new loan application
getLoanLedger	Retrieve top 50 transactions in a loan's ledger

Task Management

Tool	Description
getTask	Get complete task details by ID
listTasks	Get summary list of all tasks with pagination
createTask	Create a new task
updateTask	Update any field of an existing task
deleteTask	Permanently delete a task

Borrower Management

Tool	Description
createBorrower	Create new borrower
listBorrowers	List all borrowers
getBorrower	Get borrower details
updateBorrower	Update borrower
deleteBorrower	Delete borrower
connectBorrowers	Link borrowers to loans
disconnectBorrowers	Unlink borrowers from loans

Vendor Management

Tool	Description
createVendor	Create new vendor
listVendors	List all vendors
getVendor	Get vendor details
updateVendor	Update vendor
deleteVendor	Delete vendor
connectVendors	Link vendors to loans
disconnectVendors	Unlink vendors from loans

Investor Management

Tool	Description
createInvestor	Create new investor
listInvestors	List all investors
getInvestor	Get investor details
updateInvestor	Update investor
deleteInvestor	Delete investor
connectInvestors	Link investors to loans
disconnectInvestors	Unlink investors from loans

Authentication

OAuth (Consumer Apps)

Configure Claude Desktop:

{
  "mcpServers": {
    "baseline": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp-baseline.alianzacap.com/mcp"
      ]
    }
  }
}

M2M (Server-to-Server)

# 1. Get access token from Auth0
TOKEN=$(curl -s -X POST https://dev-alianzacap.us.auth0.com/oauth/token \
  -H "Content-Type: application/json" \
  -d '{
    "client_id": "YOUR_M2M_CLIENT_ID",
    "client_secret": "YOUR_M2M_CLIENT_SECRET",
    "audience": "urn:mcp-baseline",
    "grant_type": "client_credentials"
  }' | jq -r '.access_token')

# 2. Call MCP endpoint
curl -X POST https://mcp-baseline.alianzacap.com/mcp-m2m \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "jsonrpc": "2.0",
    "method": "tools/call",
    "params": {
      "name": "getLoan",
      "arguments": { "loanId": "12345" }
    },
    "id": 1
  }'

STDIO Mode

For local Claude Desktop integration:

{
  "mcpServers": {
    "baseline": {
      "command": "node",
      "args": ["/path/to/mcp-baseline/dist/server-stdio.js"],
      "env": {
        "BASELINE_API_KEY": "your-api-key-here"
      }
    }
  }
}

Endpoints

Endpoint	Transport	Auth	Purpose
/health	-	None	Health check
/mcp	Streamable HTTP	OAuth	Consumer apps
/sse	SSE (legacy)	OAuth	Legacy clients
/mcp-m2m	Streamable HTTP	JWT Bearer	Server-to-server

Environment Variables

STDIO Mode

Variable	Description
BASELINE_API_KEY	Baseline API key (required)
BASELINE_API_URL	API URL (default: production)
BASELINE_DEBUG	Enable debug logging

Cloudflare Worker

Variable	Description
AUTH0_DOMAIN	Auth0 tenant domain
AUTH0_CLIENT_ID	Application client ID
AUTH0_CLIENT_SECRET	Application client secret
AUTH0_AUDIENCE	API identifier (urn:mcp-baseline)
BASELINE_API_KEY	Baseline API key

API Reference

Maps to Baseline API endpoints:

MCP Tools	Baseline Endpoint
Loans	/loan (GET, PATCH, POST)
Loan Ledger	/loan/{id}/transaction (GET)
Tasks	/task (GET, POST), /task/{id} (GET, PATCH, DELETE)
Borrowers	/borrower + CRUD
Vendors	/vendor + CRUD
Investors	/investor + CRUD

Deployment

Automatic: Push to main triggers GitHub Actions deployment.

Manual:

# Sync secrets
./scripts/sync-secrets-from-aws.sh

# Build and deploy
npm run build
npx wrangler deploy

Related Documentation

• MCP Framework
• LoanSync Integration
• Auth0 Configuration
• Baseline API Docs
• Source: mcp-baseline/