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mtgmon Mortgage Analytics

io.github.lorenzopi/mtgmon
Datos y analítica Finanzas e inversión Bienes raíces Público y accesible MCP 2025-11-25

Qué hace este MCP

Provides U.S. mortgage market rates, HMDA lender analytics, GSE loan performance, servicer metrics, and mortgage-related SEC filing research.

Capacidades

Herramientas

10 herramientas
compare_lenders
Compare HMDA lenders
Side-by-side HMDA comparison of two lender groups: yearly volume, loans, rank, and market share for both; loan type / purpose / occupancy mix; and the top states with each lender's volume and the volume multiple between them. Requires canonical keys for both lenders: call search_lenders and pass each result's exact `name`. For a single lender use get_lender_profile. Returns data.lenders, data.current_year, data.previous_year, data.yearly (both lenders per HMDA year), data.loan_type_mix, data.loan_purpose_mix, data.occupancy_mix, and data.top_state_comparison (top_n rows with lender_1_volume, lender_2_volume, multiple). Volumes are USD; shares are percent. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'compare_lendersArguments', 'required': ['lender_a', 'lender_b'], 'properties': {'top_n': {'type': 'integer', 'title': 'Top N', 'default': 10, 'maximum': 50, 'minimum': 1, 'description': 'Maximum states in top_state_comparison, 1-50 (default 10).'}, 'lender_a': {'type': 'string', 'title': 'Lender A', 'maxLength': 160, 'minLength': 1, 'description': "First lender. Canonical HMDA lender key: the exact `name` value from a search_lenders result, e.g. 'Rocket/Quicken' or 'United Wholesale Mortgage'. Legal names such as 'Rocket Mortgage, LLC' do not match and return meta.available=false."}, 'lender_b': {'type': 'string', 'title': 'Lender B', 'maxLength': 160, 'minLength': 1, 'description': "Second lender, different from lender_a. Canonical HMDA lender key: the exact `name` value from a search_lenders result, e.g. 'Rocket/Quicken' or 'United Wholesale Mortgage'. Legal names such as 'Rocket Mortgage, LLC' do not match and return meta.available=false."}}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
get_dataset_status
Dataset status
Coverage, freshness, and build metadata for every mtgmon dataset. No arguments. Use for: "how current is the data", finding the latest available month or HMDA year before quoting figures, or diagnosing another tool's meta.available=false. Returns data.datasets, a list of {name, description, category, provider, coverage, last_updated, last_updated_label, stats, refresh} covering GSE loan performance, HMDA, market rates, SEC filings, and derived marts; and data.build {app, lake, cache_backend, cache}. Refresh cadences differ by dataset; read each row's coverage and last_updated. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'get_dataset_statusArguments', 'properties': {}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
get_hmda_product_analytics
HMDA product analytics
HMDA origination counts, reported dollar amounts, averages, and year-over-year growth for one product family, optionally for one property state or one lender, with an annual history back to 2018. Use for: HELOC, reverse-mortgage, or closed-end mortgage origination volume and growth; product mix by loan program (conventional/FHA/VA/USDA), purpose, lien, occupancy, construction method, or business purpose; state-level or lender-level product questions. Do not use for: lender rankings or market share (search_lenders / get_lender_profile) or GSE loan performance (get_loan_performance). Important: product_family defaults to 'heloc'. Use 'closed_end_mortgage' for ordinary mortgages or 'all' for every HMDA origination. Source is the frozen annual FFIEC/CFPB HMDA Snapshot LAR (one release per year, 2018 onward); state filters use the property state, not the lender's headquarters. Returns data.selected_year, data.current and data.previous (each {year, origination_count, reported_amount_count, reported_amount_sum, average_reported_amount, reported_amount_max, origination_count_yoy_pct, reported_amount_sum_yoy_pct, average_reported_amount_yoy_pct}), data.history (one such row per year), data.filters (applied filters), data.definition, and data.source_releases. Amounts are USD; YoY fields are percent; for HELOCs the amount is credit available, not the drawn balance. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'get_hmda_product_analyticsArguments', 'properties': {'year': {'anyOf': [{'type': 'integer', 'maximum': 2100, 'minimum': 2018}, {'type': 'null'}], 'title': 'Year', 'default': None, 'description': 'HMDA activity year, 2018 or later. Default: latest published Snapshot year (see data.selected_year).'}, 'state': {'type': 'string', 'title': 'State', 'default': '', 'maxLength': 2, 'description': "Two-letter USPS code of the property state, e.g. 'TX' (not the lender HQ). Empty (default) = nationwide."}, 'lender': {'anyOf': [{'type': 'string', 'maxLength': 160}, {'type': 'null'}], 'title': 'Lender', 'default': None, 'description': "Canonical HMDA lender key: the exact `name` value from a search_lenders result, e.g. 'Rocket/Quicken' or 'United Wholesale Mortgage'. Legal names such as 'Rocket Mortgage, LLC' do not match and return meta.available=false. Default: all lenders."}, 'loan_program': {'enum': ['all', 'conventional', 'fha', 'va', 'usda_rhs', 'unknown'], 'type': 'string', 'title': 'Loan Program', 'default': 'all', 'description': "'all' (default), 'conventional', 'fha', 'va', 'usda_rhs', or 'unknown'."}, 'loan_purpose': {'enum': ['all', 'purchase', 'home_improvement', 'refinance', 'cash_out_refinance', 'other', 'not_applicable', 'unknown'], 'type': 'string', 'title': 'Loan Purpose', 'default': 'all', 'description': "'all' (default), 'purchase', 'home_improvement', 'refinance' (rate/term), 'cash_out_refinance', 'other', 'not_applicable', or 'unknown'."}, 'lien_position': {'enum': ['all', 'first', 'subordinate', 'not_secured', 'not_applicable', 'unknown'], 'type': 'string', 'title': 'Lien Position', 'default': 'all', 'description': "'all' (default), 'first', 'subordinate', 'not_secured', 'not_applicable', or 'unknown'."}, 'occupancy_type': {'enum': ['all', 'principal_residence', 'second_residence', 'investment_property', 'unknown'], 'type': 'string', 'title': 'Occupancy Type', 'default': 'all', 'description': "'all' (default), 'principal_residence', 'second_residence', 'investment_property', or 'unknown'."}, 'product_family': {'enum': ['all', 'heloc', 'reverse_mortgage', 'closed_end_mortgage', 'unclassified_or_exempt'], 'type': 'string', 'title': 'Product Family', 'default': 'heloc', 'description': "'heloc' (DEFAULT: open-end lines of credit that are not reverse mortgages), 'closed_end_mortgage' (ordinary first and second mortgages), 'reverse_mortgage', 'unclassified_or_exempt', or 'all' (every HMDA origination). Set this explicitly; the default is not the whole market."}, 'business_purpose': {'enum': ['all', 'consumer', 'business', 'exempt_unknown'], 'type': 'string', 'title': 'Business Purpose', 'default': 'all', 'description': "'all' (default: consumer + business + exempt/unknown records), 'consumer', 'business', or 'exempt_unknown'."}, 'credit_structure': {'enum': ['all', 'open_end', 'closed_end', 'exempt_unknown'], 'type': 'string', 'title': 'Credit Structure', 'default': 'all', 'description': "'all' (default), 'open_end', 'closed_end', or 'exempt_unknown'. Usually leave 'all'; product_family already implies it."}, 'construction_method': {'enum': ['all', 'site_built', 'manufactured', 'unknown'], 'type': 'string', 'title': 'Construction Method', 'default': 'all', 'description': "'all' (default), 'site_built', 'manufactured', or 'unknown'."}, 'reverse_mortgage_status': {'enum': ['all', 'reverse', 'not_reverse', 'exempt_unknown'], 'type': 'string', 'title': 'Reverse Mortgage Status', 'default': 'all', 'description': "'all' (default), 'reverse', 'not_reverse', or 'exempt_unknown'. Usually leave 'all'; product_family already implies it."}}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
get_lender_profile
HMDA lender profile
HMDA profile for one lender group: annual origination volume, loan counts, denial rate, national rank and market share, top states with market-share multiples, and loan type / purpose / occupancy / loan-size mix. Requires a canonical key: call search_lenders and pass the exact `name` (e.g. 'Rocket/Quicken'). Any other spelling returns meta.available=false with empty lists. Use compare_lenders for two lenders side by side. Returns data.lender_key, data.name, data.leis, data.current_year, data.previous_year, data.yearly (one row per HMDA year: originated_volume, originated_loans, purchased_volume, purchased_loans, denied_loans, applications_loans, total_funded_volume, avg_loan_size, denial_rate_pct, denial_rate_count_pct, rank, national_volume, market_share_pct), data.top_states {state, volume, loans, previous_volume, previous_loans} and data.state_market_multiples {state, lender_share_pct, market_share_pct, multiple, ...} (top_n rows each), data.loan_type_mix, data.loan_purpose_mix, data.occupancy_mix ({code, label, loans, volume}), and data.loan_size_histogram. Volumes are USD; shares and rates are percent. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'get_lender_profileArguments', 'required': ['lender'], 'properties': {'top_n': {'type': 'integer', 'title': 'Top N', 'default': 10, 'maximum': 50, 'minimum': 1, 'description': 'Maximum rows in top_states and state_market_multiples, 1-50 (default 10).'}, 'lender': {'type': 'string', 'title': 'Lender', 'maxLength': 160, 'minLength': 1, 'description': "Canonical HMDA lender key: the exact `name` value from a search_lenders result, e.g. 'Rocket/Quicken' or 'United Wholesale Mortgage'. Legal names such as 'Rocket Mortgage, LLC' do not match and return meta.available=false."}}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
get_loan_performance
GSE loan performance
Fannie Mae and Freddie Mac single-family loan-performance analytics for exactly one topic. Topics: - credit: monthly origination FICO and LTV (origination-UPB weighted). data.series {fico, ltv} and data.latest. - prepayment: monthly CPR and SMM (UPB weighted). - delinquency: monthly 30/60/90+ day delinquency rates (UPB-weighted stock rates). - loss: monthly loss severity (percent) and net loss (USD billions), plus data.latest_waterfall. - vintage: cumulative default-rate curves by vintage year over loan age (data.series = [{vintage, points}]). - transitions: loan-level monthly flows between Current/DQ30/DQ60/DQ90+/Modified/Liquidated (data.flows, top_n rows of {from, to, loans, upb, prob}) and data.history {cure_history, roll_30_60_history, roll_60_90_history}. - modification: outcomes at 6/12/18/24/36 months after a first 90+ DPD event, Modified vs NotModified arms (data.horizons, data.outcome_states, data.cohort_size, data.pooled, data.recent_vintages). - rate_sensitivity: modelled CPR under rate shocks (data.scenario = [{rate_shock_bps, predicted_cpr}], data.model {current_rate, current_cpr, slope}). - lock_in: active book by WAC vs today's mortgage rate: data.summary {total_upb, loan_count, wac_weighted, pct_below_mtg, pct_200bps_otm, pct_100bps_otm, pct_in_money} and data.largest_wac_age_cells {wac, age_band, upb}. Use for: agency credit quality, prepayment speeds, delinquency, roll and cure rates, modification outcomes, losses, the lock-in effect. Do not use for: originator volume or market share (search_lenders / get_lender_profile), today's rates (get_market_snapshot), per-servicer performance (get_servicer_analytics). Time-series topics return data.series {metric: [{date, value}, ...]} downsampled to max_points, plus data.latest. Scope is public GSE loan-level disclosures, not the whole U.S. market; meta.as_of is the latest reporting month. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'get_loan_performanceArguments', 'required': ['topic'], 'properties': {'gse': {'enum': ['all', 'fnma', 'fhlmc'], 'type': 'string', 'title': 'Gse', 'default': 'all', 'description': "'all' = Fannie Mae + Freddie Mac combined (default), 'fnma' = Fannie Mae only, 'fhlmc' = Freddie Mac only."}, 'top_n': {'type': 'integer', 'title': 'Top N', 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum ranked rows, 1-50 (default 20): transition flows, modification vintages, or lock-in WAC/age cells. Ignored by other topics.'}, 'topic': {'enum': ['credit', 'prepayment', 'delinquency', 'vintage', 'transitions', 'modification', 'loss', 'rate_sensitivity', 'lock_in'], 'type': 'string', 'title': 'Topic', 'description': "Exactly one analytics topic: credit, prepayment, delinquency, loss (monthly time series); vintage (curves by vintage year); transitions (loan-level state flows); modification (post-90DPD outcomes); rate_sensitivity (CPR under rate shocks); lock_in (book by WAC vs today's rate)."}, 'to_date': {'anyOf': [{'type': 'string', 'format': 'date'}, {'type': 'null'}], 'title': 'To Date', 'default': None, 'description': 'Latest month to include, ISO date YYYY-MM-DD; must be on or after from_date. Default: latest available month.'}, 'from_date': {'anyOf': [{'type': 'string', 'format': 'date'}, {'type': 'null'}], 'title': 'From Date', 'default': None, 'description': 'Earliest month to include, ISO date YYYY-MM-DD. Applies to credit, prepayment, delinquency, loss, and transitions history. Default: full available history.'}, 'max_points': {'type': 'integer', 'title': 'Max Points', 'default': 60, 'maximum': 120, 'minimum': 1, 'description': 'Maximum points per time series after uniform downsampling, 1-120 (default 60). Use 120 for the finest monthly detail. Applies to time-series, vintage, and transitions topics.'}}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
get_market_snapshot
Market rate snapshot
Latest U.S. mortgage rates, TBA par coupons, Treasury and SOFR benchmarks, and mtgmon's fitted MBS basis in one call. No arguments. Use for: "what are mortgage rates today", 30y vs 15y, current coupon, 2y/10y Treasury, SOFR swap levels, whether MBS spreads are rich or cheap versus the model. Do not use for: rate history (not exposed here) or GSE loan performance (get_loan_performance). Returns data.rates, a list of up to 9 points {series, date, value, previous_value, change} for series MORTGAGE30US and MORTGAGE15US (Freddie Mac PMMS, weekly), tba_par_coupon_30y and tba_par_coupon_15y, 2Y and 10Y Treasury, and SOFR O/N, SOFR 2Y, SOFR 10Y; plus data.mbs_basis {model_version, latest_date, latest_basis_bps, latest_fair_bps, latest_gap_bps, latest_gap_zscore, r2_level_full_sample, ec_half_life_days, ...}. Rates are percent, basis is basis points. Series have different observation dates; quote each point's own date. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'get_market_snapshotArguments', 'properties': {}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
get_sec_filing
SEC filing detail
Full detail for one SEC filing: metadata and EDGAR link, mtgmon's machine-generated summary, which tracked mortgage entities the filing concerns and in what role, named people with titles and compensation, extracted financial facts, and ownership rows. Get the filing_id from search_sec_filings first. Returns data.filing {filing_id, accession_number, filer_cik, form, filing_date, company_name, description, canonical_summary, summary_status, summary_model, edgar_url, ...}, data.associations [{display_name, ticker (current symbol), retired_tickers, cik, relationship_role, summary, link_status, ...}], data.people [{name, title, compensation, note}], data.financials [{metric, value, unit, period}], and data.ownership. Each list is capped. Verify summaries against the linked filing before relying on them. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'get_sec_filingArguments', 'required': ['filing_id'], 'properties': {'filing_id': {'type': 'string', 'title': 'Filing Id', 'maxLength': 96, 'minLength': 1, 'description': "Filing identifier exactly as returned in a search_sec_filings result's filing_id field, typically the SEC accession number such as '0002100121-26-001023'. Letters, digits, '-' and '_' only."}}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
get_servicer_analytics
Agency servicer analytics
Agency (Fannie Mae / Freddie Mac) servicer analytics in one of three modes. - mode='scorecard': largest servicers ranked by disclosed origination UPB for the current and previous year with average FICO and LTV. Returns data.servicers (top_n rows of {rank, name, volume, previous_volume, avg_fico, avg_ltv}), data.current_year, data.previous_year. - mode='performance': monthly CPR and 90+ day delinquency per top servicer for one origination vintage against the whole-book benchmark. Returns data.servicers {name: {cpr: [{date, value}], dq90: [...]}} downsampled to max_points, data.book {cpr, dq90}, data.vintage, data.latest_date. - mode='transfers': where one originator's Fannie Mae loans are serviced today and how servicing moved from the seller. Requires `lender` (canonical key from search_lenders). Returns data.seller_name, data.summary {loan_count, origination_upb, loans_with_transfer, pct_loans_with_transfer, total_transfer_events, ...}, data.latest_active_servicers {servicer, loans, upb, upb_share_pct}, data.top_routes and data.top_named_routes {from_servicer, to_servicer, events, event_share_pct}, data.first_to_latest {first_servicer, latest_servicer, loans, original_upb} (top_n rows each). Use for: "largest servicers", "which servicer prepays fastest or has the worst DQ for the 2021 vintage", "who services Rocket's loans now". Do not use for: HMDA origination volume (get_lender_profile) or book-wide delinquency (get_loan_performance topic='delinquency'). Coverage is disclosed agency loans matched by seller/servicer name, not any servicer's full portfolio. UPB and volume are USD; CPR and DQ90 are percent. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'get_servicer_analyticsArguments', 'required': ['mode'], 'properties': {'gse': {'enum': ['all', 'fnma', 'fhlmc'], 'type': 'string', 'title': 'Gse', 'default': 'all', 'description': "'all' = Fannie Mae + Freddie Mac combined (default), 'fnma' = Fannie Mae only, 'fhlmc' = Freddie Mac only. Used by scorecard and performance; transfers is Fannie Mae only."}, 'mode': {'enum': ['scorecard', 'performance', 'transfers'], 'type': 'string', 'title': 'Mode', 'description': "'scorecard' (servicers ranked by disclosed volume), 'performance' (per-servicer CPR and DQ90 series for one vintage), or 'transfers' (one lender's servicing-transfer routes; requires `lender`)."}, 'top_n': {'type': 'integer', 'title': 'Top N', 'default': 10, 'maximum': 25, 'minimum': 1, 'description': 'Maximum servicers (scorecard, performance) or rows per route list (transfers), 1-25 (default 10).'}, 'lender': {'anyOf': [{'type': 'string', 'maxLength': 160}, {'type': 'null'}], 'title': 'Lender', 'default': None, 'description': "Canonical HMDA lender key: the exact `name` value from a search_lenders result, e.g. 'Rocket/Quicken' or 'United Wholesale Mortgage'. Legal names such as 'Rocket Mortgage, LLC' do not match and return meta.available=false. Required for mode='transfers'; ignored by other modes."}, 'vintage': {'type': 'integer', 'title': 'Vintage', 'default': 2021, 'maximum': 2100, 'minimum': 1990, 'description': "Origination year for mode='performance' (default 2021). Ignored by other modes."}, 'max_points': {'type': 'integer', 'title': 'Max Points', 'default': 60, 'maximum': 120, 'minimum': 1, 'description': "Maximum points per CPR/DQ90 series for mode='performance', 1-120 (default 60). Ignored by other modes."}}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
search_lenders
Search HMDA lenders
Find HMDA lenders and resolve names to canonical lender keys. Call this before any other lender tool. Use for: turning a company name ('Rocket', 'UWM', 'Wells Fargo', 'PennyMac') into its canonical key, ranking lenders by origination volume, or listing lenders by charter type or headquarters state. Then pass a result's exact `name` (e.g. 'Rocket/Quicken') as `lender` to get_lender_profile, get_hmda_product_analytics, or get_servicer_analytics mode='transfers', or as lender_a / lender_b to compare_lenders. Legal names such as 'Rocket Mortgage, LLC' are not keys and return meta.available=false downstream. Returns data.results (at most `limit` rows of {name, leis, charter_type, hq_state, recent_year, recent_volume, total_loans, volume_rank, subsidiary_count}), data.matched_count, and data.total_count. recent_volume is USD originations in recent_year (the latest HMDA year). Keys are holding-company or originator groups, so subsidiaries and LEIs roll up into one key. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'search_lendersArguments', 'properties': {'sort': {'enum': ['volume_desc', 'volume_asc', 'name_asc', 'name_desc', 'loans_desc', 'rank_asc'], 'type': 'string', 'title': 'Sort', 'default': 'volume_desc', 'description': 'Result order: volume_desc (default, largest recent-year volume first), volume_asc, name_asc, name_desc, loans_desc (most loans first), rank_asc (best volume rank first).'}, 'limit': {'type': 'integer', 'title': 'Limit', 'default': 10, 'maximum': 25, 'minimum': 1, 'description': 'Maximum results, 1-25 (default 10).'}, 'query': {'type': 'string', 'title': 'Query', 'default': '', 'maxLength': 120, 'description': "Case-insensitive substring of the lender name, e.g. 'rocket', 'united wholesale', 'wells'. Empty (default) returns the top lenders in sort order."}, 'state': {'type': 'string', 'title': 'State', 'default': '', 'maxLength': 2, 'description': "Two-letter USPS code of the lender's headquarters state, e.g. 'MI'. Empty (default) = all states."}, 'charter': {'type': 'string', 'title': 'Charter', 'default': '', 'maxLength': 80, 'description': "Filter by charter type exactly as shown in results' charter_type, e.g. 'Bank' or 'Independent Mortgage Company'. Empty (default) = all charter types."}, 'min_volume': {'type': 'number', 'title': 'Min Volume', 'default': 0, 'minimum': 0, 'description': 'Minimum recent-year origination volume in USD, e.g. 1000000000 for $1B+. Default 0 (no floor).'}}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
search_sec_filings
Search SEC filings
Search SEC EDGAR filings of mortgage-related public companies (lenders, servicers, mortgage REITs, insurers, GSEs) that mtgmon has summarized. Newest filing date first. Use for: finding a company's 10-K, 10-Q, 8-K, or other filings by ticker, CIK, form type, keyword, or date window, and getting the filing_id to pass to get_sec_filing. Do not use for: full filing text (only summaries are stored) or companies outside the mortgage sector. Returns data.filings (at most `limit` rows of {filing_id, accession_number, filer_cik, form, filing_date, company_name, description, summary_status, summary_excerpt, summary_created_at, edgar_url}) and data.next_cursor (pass back as `cursor` for the next page; null when exhausted; meta.truncated is true when more pages exist). Only filings whose summary processing finished are listed; summaries are machine-generated and should be checked against edgar_url. Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false the data is unavailable or the cache is still warming (retry after a few seconds); never report it as zero.
Solo lectura Acceso externo Idempotente
Esquema de entrada 
{'type': 'object', 'title': 'search_sec_filingsArguments', 'properties': {'cik': {'type': 'string', 'title': 'Cik', 'default': '', 'maxLength': 10, 'description': "SEC Central Index Key of the filer, digits only, e.g. '1805284'. Empty (default) = any filer."}, 'form': {'type': 'string', 'title': 'Form', 'default': '', 'maxLength': 24, 'description': "SEC form type, e.g. '10-K', '10-Q', '8-K', 'S-1', 'DEF 14A'. Case-insensitive. Empty (default) = all forms."}, 'limit': {'type': 'integer', 'title': 'Limit', 'default': 10, 'maximum': 25, 'minimum': 1, 'description': 'Maximum filings per page, 1-25 (default 10).'}, 'query': {'type': 'string', 'title': 'Query', 'default': '', 'maxLength': 200, 'description': "Free-text keyword search over company name and summary text, e.g. 'servicing portfolio sale'. Empty (default) = no text filter."}, 'cursor': {'type': 'string', 'title': 'Cursor', 'default': '', 'maxLength': 500, 'description': "Opaque pagination token copied from a previous result's data.next_cursor. Empty (default) = first page."}, 'ticker': {'type': 'string', 'title': 'Ticker', 'default': '', 'maxLength': 16, 'description': "Stock ticker of the filer, e.g. 'RKT', 'UWMC', 'PFSI'. Case-insensitive; retired symbols such as 'GHIV' also match. Empty (default) = any."}, 'to_date': {'anyOf': [{'type': 'string', 'format': 'date'}, {'type': 'null'}], 'title': 'To Date', 'default': None, 'description': 'Latest filing date, ISO YYYY-MM-DD; must not be before from_date. Default: no upper bound.'}, 'from_date': {'anyOf': [{'type': 'string', 'format': 'date'}, {'type': 'null'}], 'title': 'From Date', 'default': None, 'description': 'Earliest filing date, ISO YYYY-MM-DD. Default: no lower bound.'}, 'summary_status': {'enum': ['', 'summarized', 'unavailable'], 'type': 'string', 'title': 'Summary Status', 'default': '', 'description': "'' (default: all), 'summarized' (a machine summary exists), or 'unavailable' (summary could not be produced)."}}}
Esquema de salida 
{'type': 'object', '$defs': {'ResultMeta': {'type': 'object', 'title': 'ResultMeta', 'required': ['available', 'source_scope', 'weighting'], 'properties': {'as_of': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'As Of', 'default': None}, 'units': {'type': 'object', 'title': 'Units', 'additionalProperties': {'type': 'string'}}, 'caveats': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Caveats'}, 'message': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Message', 'default': None}, 'available': {'type': 'boolean', 'title': 'Available'}, 'truncated': {'type': 'boolean', 'title': 'Truncated', 'default': False}, 'weighting': {'type': 'string', 'title': 'Weighting'}, 'cache_status': {'type': 'string', 'title': 'Cache Status', 'default': 'none'}, 'source_scope': {'type': 'string', 'title': 'Source Scope'}, 'upstream_paths': {'type': 'array', 'items': {'type': 'string'}, 'title': 'Upstream Paths'}}}}, 'title': 'ToolResult', 'required': ['meta'], 'properties': {'data': {'type': 'object', 'title': 'Data', 'additionalProperties': True}, 'meta': {'$ref': '#/$defs/ResultMeta'}}}
Historial

Cambios recientes en herramientas

Modificado
get_sec_filing
1 de October de 2026 a las 02:45
Modificado
search_sec_filings
1 de October de 2026 a las 02:45
Añadido
get_sec_filing
17 de September de 2026 a las 12:43
Añadido
search_sec_filings
17 de September de 2026 a las 12:43
Añadido
get_dataset_status
17 de September de 2026 a las 12:43
Añadido
get_servicer_analytics
17 de September de 2026 a las 12:43
Añadido
compare_lenders
17 de September de 2026 a las 12:43
Añadido
get_lender_profile
17 de September de 2026 a las 12:43
Añadido
get_hmda_product_analytics
17 de September de 2026 a las 12:43
Añadido
search_lenders
17 de September de 2026 a las 12:43
Añadido
get_loan_performance
17 de September de 2026 a las 12:43
Añadido
get_market_snapshot
17 de September de 2026 a las 12:43
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