io.github.NayakwadiS/mftool-mcp
MCP Server for publicly available Indian Mutual Funds data
Open source Open in the app JSON README (API)
About
MCP Server for publicly available Indian Mutual Funds data
Details
- Kind
- MCP servers
- Topic
- No topic detected
- Publisher
- nayakwadis
- Origin
- official
- Category
- ferramentas
- Transport
- local
- Version
- 1.1.0
- Stars
- 7
- Forks
- 2
- Last push
- 2026-05-09T01:19:36Z
- Repository state
- ativo
- Language
- Python
- License
- MIT
- Added
- 2026-08-29 03:02:07
- Updated
- 2026-08-29 03:02:07
- Origin id
io.github.NayakwadiS/mftool-mcp
README
<!-- mcp-name: io.github.NayakwadiS/mftool-mcp -->
# 🇮🇳 mftool-mcp
> **MCP Server for publicly available Indian Mutual Funds data**
> Powered by [mftool](https://github.com/NayakwadiS/mftool) · Works with Claude, Cursor, and any MCP-compatible LLM client
[](https://pypi.org/project/mftool-mcp/)
[](https://www.python.org/downloads/)
[](https://opensource.org/licenses/MIT)
[](https://modelcontextprotocol.io)
---
## What is this?
`mftool-mcp` is a [Model Context Protocol (MCP)](https://modelcontextprotocol.io) server that gives any LLM client access to **Indian Mutual Fund data**.
Ask your AI assistant questions like:
- *"What is the current NAV of SBI Bluechip Direct Growth?"*
- *"Show me 3-year returns for HDFC Midcap Opportunities Fund"*
- *"List all schemes under Mirae Asset AMC"*
- *"Find all flexi cap funds and compare their 5-year returns"*
---
## Tools Available
| Tool | Description |
|---|---|
| `get_scheme_quote` | Live NAV for any scheme by AMFI scheme code |
| `get_bulk_quotes` | Live NAV for multiple schemes at once (concurrent) |
| `get_scheme_historical_nav` | Full NAV history for a scheme (all available dates) |
| `get_scheme_historical_nav_for_dates` | NAV history filtered to a specific date range (DD-MM-YYYY) |
| `get_scheme_history` | NAV history via BSE/YFinance code with period or date range |
| `get_scheme_codes` | All AMFI scheme codes and names |
| `get_available_schemes` | All schemes under a specific AMC |
| `get_scheme_details` | Fund house, type, category, start date (AMFI code) |
| `get_scheme_info` | Rich scheme info — AUM, returns, ratings (BSE/YFinance code) |
| `is_valid_scheme_code` | Validate an AMFI numeric scheme code |
| `is_valid_new_scheme_code` | Validate a BSE/new format scheme code |
| `search_schemes` | Search schemes by name keyword with relevance ranking |
| `search_schemes_by_amc` | Search schemes within a specific AMC |
| `search_schemes_by_type` | Search schemes by type/category (equity, debt, elss, etc.) |
| `get_average_aum` | Average AUM (domestic & overseas) for all AMCs by quarter |
| `get_equity_scheme_performance` | Daily performance for all equity funds (1Y/3Y/5Y returns) |
| `get_debt_scheme_performance` | Daily performance for all debt funds (1Y/3Y/5Y returns) |
| `get_hybrid_scheme_performance` | Daily performance for all hybrid funds (1Y/3Y/5Y returns) |
| `get_solution_scheme_performance` | Daily performance for solution-oriented funds (retirement, children) |
| `get_other_scheme_performance` | Daily performance for index funds and Fund of Funds |
| `calculate_returns` | Calculate SIP returns — absolute return % and annualised IRR |
| `get_cache_stats` | View hit/miss stats for NAV and scheme code caches |
| `clear_cache` | Clear all cached data to force fresh fetches |
| `set_cache_enabled` | Enable or disable mftool caching globally |
---
## Quick Start
### Using `uvx` (Recommended — no install needed)
```bash
uvx mftool-mcp
```
### Using `pip`
```bash
pip install mftool-mcp
mftool-mcp
```
---
## Claude Desktop Setup
Add this to your `claude_desktop_config.json`:
**macOS:** `~/Library/Application Support/Claude/claude_desktop_config.json`
**Windows:** `%APPDATA%\Claude\claude_desktop_config.json`
```json
{
"mcpServers": {
"mftool-mcp": {
"command": "uvx",
"args": ["mftool-mcp"]
}
}
}
```
Restart Claude Desktop. You'll see **mftool-mcp** listed under connected tools.
---
## Cursor / Other MCP Clients
In your MCP client settings, add:
```json
{
"mftool-mcp": {
"command": "uvx",
"args": ["mftool-mcp"]
}
}
```
---
## Example Conversations
**Finding a fund:**
> You: "Find all SBI midcap mutual fund scheme codes"
> Claude: *calls `search_schemes_by_amc(amc_name='sbi', query='midcap')`*
> Claude: "Here are the SBI midcap schemes: SBI Magnum Midcap Fund - Direct Growth (code: 125497)..."
**Live NAV:**
> You: "What's the current NAV of scheme 125497?"
> Claude: *calls `get_scheme_quote(scheme_code='125497')`*
> Claude: "SBI Magnum Midcap Fund - Direct Growth: NAV ₹234.56 (as of 05-Apr-2025)"
**Performance comparison:**
> You: "Compare 5-year returns for large cap equity funds"
> Claude: *calls `get_equity_scheme_performance()`*
> Claude: "Here's the 5-year return comparison for Large Cap funds: ..."
---
## Data Source
All data is sourced via the `mftool` library. Data accuracy depends on published figures. This tool is for **informational purposes only** and does not constitute financial advice.
---
## Development
```bash
git clone https://github.com/NayakwadiS/mftool-mcp
cd mftool-mcp
pip install -e ".[dev]"
# Run the server locally
python -m mftool_mcp.server
```
<!-- ### Project Structure
```
mftool-mcp/
├── src/
│ └── mftool_mcp/
│ ├── __init__.py
│ ├── server.py # MCP server entry point
│ └── tools/
│ ├── __init__.py
│ ├── nav.py # NAV & historical data tools
│ ├── schemes.py # Scheme discovery & search tools
│ └── performance.py # Daily performance tools
├── pyproject.toml
├── LICENSE
└── README.md
```
-->
---
## Acknowledgements
- [mftool](https://github.com/NayakwadiS/mftool) — the underlying data library
## Associated Initiatives
- NSE Stock predictions *[NSE-Neuron](https://github.com/NayakwadiS/NSE-Neuron)*