# Mftool Mcp

> 🚀 MCP Server for publicly available real-time Indian Mutual Funds data

- **Type:** MCP server
- **Install:** `agentstack add mcp-nayakwadis-mftool-mcp`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [NayakwadiS](https://agentstack.voostack.com/s/nayakwadis)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 1.0.0
- **License:** MIT
- **Upstream author:** [NayakwadiS](https://github.com/NayakwadiS)
- **Source:** https://github.com/NayakwadiS/mftool-mcp

## Install

```sh
agentstack add mcp-nayakwadis-mftool-mcp
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# 🇮🇳 mftool-mcp

> **MCP Server for publicly available Indian Mutual Funds data**  
> Powered by [mftool](https://github.com/NayakwadiS/mftool) · Works with Claude, Cursor, and any MCP-compatible LLM client

[](https://pypi.org/project/mftool-mcp/)
[](https://www.python.org/downloads/)
[](https://opensource.org/licenses/MIT)
[](https://modelcontextprotocol.io)

---

## What is this?

`mftool-mcp` is a [Model Context Protocol (MCP)](https://modelcontextprotocol.io) 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)

```bash
uvx mftool-mcp
```

### Using `pip`

```bash
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`

```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:

```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

```bash
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](https://github.com/NayakwadiS/mftool) — the underlying data library

## Associated Initiatives

- NSE Stock predictions *[NSE-Neuron](https://github.com/NayakwadiS/NSE-Neuron)*

## Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [NayakwadiS](https://github.com/NayakwadiS)
- **Source:** [NayakwadiS/mftool-mcp](https://github.com/NayakwadiS/mftool-mcp)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v1.0.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **1.0.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/mcp-nayakwadis-mftool-mcp
- Seller: https://agentstack.voostack.com/s/nayakwadis
- Browse the marketplace: https://agentstack.voostack.com/browse

---
Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.