🇮🇳 mftool-mcp

MCP Server for publicly available Indian Mutual Funds data
Powered by mftool · Works with Claude, Cursor, and any MCP-compatible LLM client

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What is this?

mftool-mcp is a Model Context Protocol (MCP) 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"

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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
calculate_balance_units_value	Current market value of held units for a scheme
calculate_portfolio_value	Total current value of a multi-scheme portfolio (concurrent)
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

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Quick Start

Using uvx (Recommended — no install needed)

uvx mftool-mcp

Using pip

pip install mftool-mcp
mftool-mcp

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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

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

Restart Claude Desktop. You'll see mftool-mcp listed under connected tools.

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Cursor / Other MCP Clients

In your MCP client settings, add:

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

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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: ..."

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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.

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Development

git clone https://github.com/NayakwadiS/mftool-mcp
cd mftool-mcp
pip install -e ".[dev]"

# Run the server locally
python -m mftool_mcp.server

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Acknowledgements

• mftool — the underlying data library

Associated Initiatives

• NSE Stock predictions NSE-Neuron