capital-advantage-mcp 0.1.1

MCP server for Capital Advantage — Indian financial analytics for Claude and other AI assistants

Capital Advantage MCP Server

Institutional-grade Indian financial analytics for Claude and other AI assistants via the Model Context Protocol.

Screen 3,400+ stocks, analyze 40,000+ mutual funds, run quant models (GARCH, HMM, copula), price bonds, track FII/DII flows, and more — all from natural language in Claude.

Features

Market Data (4 tools)

Tool	Description
search_stocks	Search 3,400+ Indian stocks by name or symbol
get_stock_quote	Real-time price, volume, 52-week range, PE, market cap
get_market_snapshot	Full market overview — indices, FII/DII, movers, news in one call
get_fii_dii_activity	Foreign & domestic institutional buy/sell/net flows with chart

Stock Analysis (5 tools)

Tool	Description
get_stock_fundamentals	PE, PB, ROE, ROCE, margins, growth rates, returns
get_stock_financials	Income statement, balance sheet, cash flow (5 years)
get_stock_analysis	RSI, MACD, Bollinger Bands, beta, alpha, drawdown analysis
get_peer_comparison	Compare against sector peers on 87+ metrics with percentile ranks
get_shareholding_pattern	Quarterly FII/DII/Promoter/Public breakdown with 8-quarter trend chart

Stock Screening (2 tools)

Tool	Description
screen_stocks	Filter 3,400+ stocks by PE, ROE, market cap, sector, returns, and more
get_screener_presets	Pre-built screens: value picks, growth stocks, dividend yield, momentum

Quant Lab (8 tools)

Tool	Description
get_regime_detection	Hidden Markov Model — detect BULL/BEAR/NEUTRAL regimes with transition probabilities
get_garch_forecast	GARCH/EGARCH/GJR-GARCH volatility forecast with confidence intervals
get_volatility_cone	Volatility cone — rolling windows vs historical percentile bands
get_jump_detection	Merton jump-diffusion model fitting + Lee-Mykland jump detection
get_tail_risk	VaR, CVaR (Expected Shortfall), EVT/GPD tail risk with backtesting
get_copula_analysis	Fit 5 copula families to stock pairs, analyze tail dependence
get_dcc_correlation	DCC-GARCH dynamic correlation between 2-5 stocks
get_distribution_analysis	Fit 6 probability distributions, identify best fit by AIC

Derivatives (2 tools)

Tool	Description
get_options_chain	Full options chain with strikes, expiries, Greeks, IV, OI, max pain
calculate_option_greeks	Black-Scholes Greeks calculator (delta, gamma, theta, vega, rho)

Mutual Funds (5 tools)

Tool	Description
search_mutual_funds	Search 40,000+ Indian mutual funds by name
get_mf_details	Fund details, NAV history (5 years), 1M to 5Y returns
analyze_mutual_fund	Sharpe, Sortino, max drawdown, Calmar, win rate analysis
screen_mutual_funds	Filter by category, AMC, AUM, expense ratio, returns
compare_mutual_funds	Side-by-side comparison of multiple funds

Fixed Income (5 tools)

Tool	Description
calculate_bond	Bond price, YTM, duration, convexity — all in one call
get_rbi_rates	RBI policy rates, T-Bill yields, G-Sec benchmarks, money market rates
get_gsec_yields	India 10Y G-Sec historical yields + India-US spread
search_isin	Search ~50,000 Indian ISINs (bonds, G-Secs, CPs, CDs)
compare_fixed_deposits	FD returns comparison with post-tax calculations

Forex, Crypto & Commodities (4 tools)

Tool	Description
get_forex_rates	22 currency rates vs INR with buy/sell and day change
get_crypto_prices	BTC, ETH, SOL and 5 more cryptos in INR with history
get_commodity_prices	Gold, silver, crude oil, natural gas, copper, platinum + MCX futures
calculate_gold_silver	Gold/silver price calculator by weight and purity (24K/22K/18K)

News & Heatmap (3 tools)

Tool	Description
get_market_news	Market news by category or sector (business, economy, IT, Banking, etc.)
get_company_news	Company-specific news articles
get_sector_heatmap	Sector performance heatmap — which sectors are up/down today

Total: 38 tools covering stocks, mutual funds, fixed income, derivatives, quant models, forex, crypto, commodities, and news.

Installation

pip install capital-advantage-mcp

Or run directly with uvx (no install needed):

uvx capital-advantage-mcp

Configuration

Get your API key at beta.capitaladvantage.finance/settings/developer.

Claude Desktop (macOS)

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "capital-advantage": {
      "command": "capital-advantage-mcp",
      "env": {
        "CA_API_KEY": "ca_your_key_here"
      }
    }
  }
}

Claude Desktop (Windows)

Add to %APPDATA%\Claude\claude_desktop_config.json:

{
  "mcpServers": {
    "capital-advantage": {
      "command": "capital-advantage-mcp",
      "env": {
        "CA_API_KEY": "ca_your_key_here"
      }
    }
  }
}

Using uvx (no install)

{
  "mcpServers": {
    "capital-advantage": {
      "command": "uvx",
      "args": ["capital-advantage-mcp"],
      "env": {
        "CA_API_KEY": "ca_your_key_here"
      }
    }
  }
}

Usage Examples

1. Stock Screening

Prompt: "Find undervalued Nifty 50 stocks with PE below 15 and ROE above 15%"

Claude will use screen_stocks with filters {index: "NIFTY 50", pe_max: 15, roe_min: 15} and return matching stocks ranked by market cap.

2. Quant Analysis

Prompt: "Is Reliance Industries in a bull or bear phase? Run regime detection."

Claude will call get_regime_detection with {symbol: "RELIANCE"} and return the current HMM-detected regime (BULL/BEAR/NEUTRAL), transition probabilities, confidence level, and a timeline chart showing regime changes overlaid on price history.

3. Mutual Fund Comparison

Prompt: "Compare SBI Bluechip Fund vs Axis Bluechip Fund over the last 3 years"

Claude will first use search_mutual_funds to find scheme codes, then call compare_mutual_funds to get side-by-side Sharpe ratio, Sortino, max drawdown, volatility, and returns for both funds.

4. Bond Pricing

Prompt: "Calculate the YTM and duration for a 7.26% coupon bond maturing in 10 years, trading at 102"

Claude will call calculate_bond with {coupon_rate: 7.26, market_price: 1020, years_to_maturity: 10, ytm_input: 7.0} and return calculated price, YTM, current yield, and premium/discount analysis.

5. Market Overview

Prompt: "Give me a complete market snapshot — indices, FII activity, top movers, and which sectors are up today"

Claude will call get_market_snapshot for indices + FII/DII + movers, and get_sector_heatmap for sector performance breakdown.

Pricing

• Free: 100 API calls/day
• Pro: Higher limits for power users

Environment Variables

Variable	Required	Description
CA_API_KEY	Yes	Your Capital Advantage API key
CA_BACKEND_URL	No	Custom backend URL (defaults to production)

Privacy & Data Policy

What data does this MCP server collect?

• API Key: Your API key is sent to the Capital Advantage backend over HTTPS with every request. The backend stores a SHA-256 hash of the key for authentication — the raw key is never stored.
• Request logs: The backend logs API call counts and timestamps for rate limiting. IP addresses may be logged for abuse prevention.
• No personal data: The MCP server itself is stateless — it does not store any user data, conversation history, or query results locally.
• No data selling: Capital Advantage does not sell, share, or monetize user data or API usage patterns with any third parties.
• HTTPS only: All communication between the MCP server and backend uses TLS encryption.

For questions about data handling, contact: [e-mail]

Troubleshooting

"CA_API_KEY environment variable is required"

You need to set your API key in the Claude Desktop config. Get one at beta.capitaladvantage.finance/settings/developer.

"401 Unauthorized" or "Invalid API key"

Your API key may be invalid or expired. Generate a new one from the developer settings page.

"429 Too Many Requests"

You've exceeded your rate limit (100 calls/day on free tier). Wait for the daily reset or upgrade to Pro.

"Connection timeout" or "Network error"

The Capital Advantage backend may be temporarily unavailable. Try again in a few minutes. If the issue persists, check status.capitaladvantage.finance.

Tool returns empty or unexpected data

Some tools require market hours for live data (Indian markets: 9:15 AM - 3:30 PM IST, Monday-Friday). Historical data and analysis tools work anytime.

Support

• Issues & Bugs: github.com/kabir7k7/capital-advantage-mcp/issues
• Email: [e-mail]
• Documentation: docs.capitaladvantage.finance

License

MIT