🇮🇳 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
`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

Quick Start

Using `uvx` (Recommended — no install needed)

bash

uvx mftool-mcp

Using `pip`

Terminal

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

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:

config.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