bahi-mcp

MCP server that gives AI assistants (Claude, Cursor, VS Code and others) access to Indian mutual fund data and investor analytics.

Bahi (बही) is the traditional Indian ledger. This server keeps the numbers straight so your assistant doesn't guess them.

Disclaimer: bahi-mcp provides information and calculations from publicly available data (AMFI, via the mftool library). It is not investment advice and the author is not a SEBI-registered adviser. Data may be delayed or inaccurate. Verify before making decisions.

What you can ask

• "Find SBI midcap direct growth schemes and give me the latest NAV."
• "If I had invested ₹10,000 a month in scheme 119551 since January 2020, what would it be worth today, and what is my XIRR?"
• "What's the CAGR if ₹1,00,000 became ₹2,40,000 between 2018-04-01 and 2025-04-01?"

Tools

Dates can be DD-MM-YYYY or YYYY-MM-DD.

Install

Requires Python 3.10+.

pip install bahi-mcp

Or run without installing, using uv:

uvx bahi-mcp

Configure your MCP client

Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "bahi-mcp": {
      "command": "uvx",
      "args": ["bahi-mcp"]
    }
  }
}

Restart Claude Desktop.

Cursor and other clients

{
  "bahi-mcp": {
    "command": "uvx",
    "args": ["bahi-mcp"]
  }
}

Development

git clone https://github.com/YOUR_USERNAME/bahi-mcp
cd bahi-mcp
python -m venv .venv
source .venv/bin/activate        # Windows: .venv\Scripts\activate
pip install -e ".[dev]"
pytest
python -m bahi_mcp               # runs the server over stdio

Calculations live in src/bahi_mcp/analytics.py (pure Python, fully tested offline). Data access is in data.py, and the MCP tools are defined in server.py.

Roadmap

• Portfolio overlap and fund comparison
• Rolling returns and risk metrics
• Tax-aware SIP and redemption planning
• Document search over factsheets and SEBI/RBI circulars
• Hosted version with caching

Contributing

Issues and pull requests are welcome.

License

MIT. See LICENSE.