OpenMF-mifosx-self-service

Exposes Apache Fineract's self-service REST APIs through the Model Context Protocol (MCP), enabling LLM agents and tools to invoke Fineract endpoints without direct HTTP calls. Implements MCP resource and tool schemas that map to Fineract's self-service API contracts, handling authentication token management, request/response serialization, and error propagation through the MCP transport layer.

Orchestrates multi-step user registration flows through Fineract's self-service registration APIs, handling client creation, identity verification, and initial account setup. Implements workflow state management to track registration progress, validate required fields against Fineract schemas, and coordinate dependent API calls (e.g., creating client before creating savings account).

Manages OAuth2 or token-based authentication with Fineract, handling login flows, token acquisition, refresh, and expiration. Implements credential storage and automatic token refresh to maintain authenticated sessions across multiple MCP tool invocations without requiring the client to manage tokens explicitly.

Retrieves account details, balances, and transaction history from Fineract self-service APIs. Implements filtering and pagination to handle large transaction datasets, and caches account metadata to reduce repeated API calls. Supports querying multiple account types (savings, loans, shares) through a unified interface.

Initiates financial transactions (transfers, withdrawals, deposits) through Fineract self-service APIs, implementing validation of transaction parameters, balance checks, and fee calculations before submission. Handles transaction status polling to track completion and provides confirmation details with transaction IDs and timestamps.

Manages customer profile information and Know-Your-Customer (KYC) data through Fineract self-service APIs, supporting profile updates, document uploads, and KYC verification status tracking. Implements field-level validation against Fineract schemas and handles document metadata (type, upload date, verification status).

Tracks customer savings goals and financial planning data through Fineract self-service APIs, supporting goal creation, progress monitoring, and milestone tracking. Implements goal state management and calculates progress metrics (savings rate, time to goal) based on transaction history and goal parameters.

Manages customer notification preferences and alert subscriptions through Fineract self-service APIs, supporting configuration of transaction alerts, balance notifications, and promotional communications. Implements preference storage and delivery channel management (SMS, email, push notifications).