An AI-powered assistant that lets SACCO staff query member data, loans, and financial analytics by asking questions in plain English or Swahili.
Overview
What it does
Kenyan SACCOs manage complex member portfolios but often lack accessible tooling for non-technical staff. This project bridges that gap with a conversational AI interface backed by 14 MCP tools covering the full financial operations surface.
Staff ask questions like "What is the PAR for the month?" or "Show me members with overdue loans" and get structured, accurate answers without writing SQL or navigating complex dashboards.
Capabilities
What it covers
Natural language queries in English or Swahili over member, loan, and financial data
14 MCP tools covering PAR analysis, liquidity metrics, portfolio health, and member management
Role-based access control and admin controls for sensitive financial operations
File upload support for bulk data ingestion
Comprehensive financial metrics including portfolio at risk, liquidity ratios, and loan performance