mftool-mcp

🇮🇳 mftool-mcp

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

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"

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)

uvx mftool-mcp

Using pip

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

{
  "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:

{
  "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

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

# Run the server locally
python -m mftool_mcp.server

Acknowledgements

• mftool — the underlying data library

Associated Initiatives

• NSE Stock predictions NSE-Neuron