// MCP TOOL REFERENCE

MCP MIFOSX TOOLS

73 tools from the Mcp Mifosx MCP Server, categorised by risk level.

// ALL 73 MCP MIFOSX TOOLS

READ 36 tools

Read get_addresses Show client addresses Read get_center Show details for a center Read get_charge Get details of a specific charge by its ID Read get_client Show key details for a specific client. Read get_client_accts Show all loans and savings accounts for a client. Accepts either a clientId (int) or a client name via name... Read get_code_values Get the dropdown values for a specific code. Use list_system_codes() first to find the code ID. Read get_group Show details and members of a lending group Read get_identifiers List client ID documents (passports, etc.) Read get_loan Get key details of a specific loan. Read get_loan_app_template Get the pre-filled loan application template for a client, including product defaults and available charge ... Read get_loan_hist Get the transaction history for a loan (repayments, disbursements, charges). Read get_loan_product_details Get full details for a loan product including charges, interest rules, and amortization type. Read get_office Get details for an office Read get_overdue_loans_for_client Get all overdue or in-arrears loans for a client Read get_repayment_sched Get the repayment schedule for a loan. Read get_report_definition Get the full definition (SQL, parameters, type) for a specific report by ID. Read get_savings Get key details of a savings account. Read get_savings_product_details Get full details for a savings product including interest compounding rules and charges. Read get_savings_txns Get transactions for a savings account. Read get_staff Get details for a staff member Read list_accounts List GL accounts (Chart of Accounts). Types: 1=Asset, 2=Liability, 3=Equity, 4=Income, 5=Expense Read list_all_centers List all centers Read list_all_charges List all available charge definitions (fees and penalties) in the system Read list_all_datatables List all registered data tables (custom fields, additional data extensions) Read list_all_groups List all lending groups Read list_all_offices List all bank offices/branches Read list_all_reports List all Fineract report definitions. Optionally filter by type: 'Table', 'Chart', 'SMS', 'Text', 'Pentaho'. Read list_all_staff List bank staff members Read list_available_loan_products List all loan products with their principal ranges, interest rates, and repayment terms. Read list_available_savings_products List all savings products with their interest rates and minimum balances. Read list_client_charges List client-level fees or penalties Read list_client_txns List financial transactions for the client Read list_documents List all uploaded files/documents for a client Read list_journal_entries List journal entries for an account or transaction ID Read list_system_codes List all system codes (dropdown categories like Gender, Client Type, ID Type, etc.) Read search_clients Find the client ID for a given name. Returns clientId — use this for all subsequent tool calls.

WRITE 21 tools

Write update_existing_charge Update an existing charge definition Write reschedule_loan_app Submit a loan reschedule request. Use when a client needs modified repayment terms. Write undo_approval Undo a loan approval so terms can be modified. Only works on approved (not yet disbursed) loans. Write activate_pending_client Activate a pending client profile Write activate_pending_group Activate a pending group Write add_identifier Add a new identity document for a client Write add_member_to_group Add a client member to a group Write approve_activate_savings Approve and activate a savings account Write calc_post_interest Calculate and post interest to a savings account Write create_group_loan_app Create a group loan application for an existing lending group Write create_lending_group Create a new lending group Write create_new_center Create a new center Write create_new_client Create a new banking client Write create_new_loan Create a new loan application Write create_report_definition Register a new report definition in Fineract. Write create_savings Create a new savings account Write reject_loan Reject a pending loan application. Validates loanId exists before executing. Write update_existing_client Update an existing client's details. Write update_existing_loan Update a draft or submitted loan application. Write update_mobile Update a client's phone number Write update_report_definition Update an existing report definition. Only provided fields are changed.

DESTRUCTIVE 4 tools

Destructive delete_client_profile Delete a client profile. Destructive delete_loan_app Delete a draft or submitted loan application. Destructive close_client_profile Close a client's profile Destructive close_savings Close a savings account

EXECUTE 1 tools

Execute run_fineract_report Run a Fineract report by its exact name and return the results.

FINANCIAL 11 tools

Financial create_new_charge Create a new charge definition. Financial deposit Deposit money into a savings account. Validates accountId exists before executing. Financial withdraw Withdraw money from a savings account. Validates accountId and balance before executing. Financial make_repayment Make a repayment on an active loan. Validates loanId and status before executing. Financial record_journal_entry Record a manual journal entry. Date format: 'dd MMMM yyyy' e.g. '10 March 2026' Financial undo_disbursal Undo a loan disbursal to reverse funds and return the loan to approved status. Financial waive_loan_interest Waive interest on a loan. Validates loanId exists before executing. Financial apply_client_fee Apply a one-time fee/charge to a client profile Financial apply_loan_fee Apply a fee/charge to a loan. Validates loanId exists before executing. Financial apply_savings_fee Apply a charge/block to a savings account Financial approve_disburse_loan Approve and disburse a pending loan. Validates loanId exists before executing.

// FAQ

How many tools does the Mcp Mifosx MCP server have? +

The Mcp Mifosx MCP server exposes 73 tools across 5 categories: Read, Write, Destructive, Execute, Financial.

How do I enforce policies on Mcp Mifosx tools? +

Route the Mcp Mifosx server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard; they are enforced on every call before it reaches the server.

What risk categories do Mcp Mifosx tools fall into? +

Mcp Mifosx tools are categorised as Read (36), Write (21), Destructive (4), Execute (1), Financial (11). Each category has a recommended default policy.

Enforce policy on every Mcp Mifosx tool call.

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