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Fabits MCP Server

by mansanitizer
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TypeScript
Remote

Fabits MCP Server

A Model Context Protocol (MCP) server for Fabits MyWealth platform. Invest in mutual funds through natural conversation with AI assistants like Claude.

Features

šŸ” Authentication - Secure login with phone + OTP, automatic token management šŸ” Fund Discovery - Search funds, get details, view recommendations šŸ’° Investments - Lumpsum, SIP, basket investments šŸ“Š Portfolio Tracking - View holdings, SIPs, transaction history šŸŽÆ Production Ready - Direct integration with Fabits production API

Available Tools

Authentication

  • fabits_request_otp - Step 1: Request OTP to be sent to phone

  • fabits_verify_otp - Step 2: Verify OTP and complete login

  • fabits_status - Check authentication and KYC status

  • fabits_refresh_token - Refresh expired access token using refresh token

  • fabits_logout - Logout and clear stored tokens

Fund Discovery

  • fabits_search_funds - Search mutual funds by name/category

  • fabits_get_fund_details - Get comprehensive fund information

  • fabits_get_star_funds - Get Fabits recommended funds

Investments

  • fabits_invest_lumpsum - One-time investment

  • fabits_start_sip - Start monthly SIP

  • fabits_redeem - Sell mutual fund units

  • fabits_get_baskets - View investment baskets

  • fabits_invest_basket - Invest in diversified baskets

Portfolio

  • fabits_get_portfolio - View complete portfolio

  • fabits_get_basket_holdings - View basket holdings organized by baskets

  • fabits_get_sips - List active SIPs

  • fabits_get_transactions - View transaction history

  • fabits_cancel_sip - Cancel SIP

Installation

Option 1: NPM Package (Recommended)

npm install -g fabits-mcp

Option 2: From Source

# Clone repository git clone <repository-url> cd fabits-mcp # Install dependencies npm install # Build npm run build

Configuration

Claude Desktop

Add to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{ "mcpServers": { "fabits": { "command": "fabits-mcp" } } }

Or if running from source:

{ "mcpServers": { "fabits": { "command": "node", "args": ["/path/to/fabits-mcp/build/index.js"] } } }

Other MCP Clients

Use the built executable:

node /path/to/fabits-mcp/build/index.js

Usage Examples

1. Login Flow

User: Login to Fabits Assistant: *calls fabits_status* You're not logged in. What's your phone number? User: +917378666101 Assistant: *calls fabits_request_otp with phone* šŸ“± OTP sent to your phone! Please provide the OTP. User: The OTP is 123456 Assistant: *calls fabits_verify_otp with phone and OTP* āœ… Login successful! Your KYC is completed. You can start investing.

2. Search and Invest

User: Find good tax-saving funds Assistant: *calls fabits_search_funds with query="tax saving ELSS"* Found 15 tax-saving funds. Top picks: 1. HDFC Tax Saver - 1Y: +12.5%, 3Y: +18.2% 2. Axis Long Term Equity - 1Y: +14.1%, 3Y: +17.9% ... User: Tell me more about fund 1 Assistant: *calls fabits_get_fund_details* HDFC Tax Saver (Fund ID: ABC123) - Category: ELSS - Risk: Moderately High - Min SIP: ā‚¹500 - Returns: 1Y: +12.5%, 3Y: +18.2%, 5Y: +15.6% - Expense Ratio: 1.2% User: Start a SIP of 5000 per month on the 5th Assistant: *calls fabits_start_sip with fund_id, amount=5000, date=5* āœ… SIP Started! Monthly: ā‚¹5,000 on 5th of every month Please complete e-mandate setup: [link]

3. Portfolio Tracking

User: Show my portfolio Assistant: *calls fabits_get_portfolio* šŸ“Š Your Portfolio Total Invested: ā‚¹1,50,000 Current Value: ā‚¹1,65,250 Total Returns: ā‚¹15,250 (+10.17%) Holdings: 1. HDFC Tax Saver: ā‚¹55,400 (+10.8%) 2. Axis Bluechip: ā‚¹48,650 (+8.5%) ...

Security

  • Token Storage: Encrypted tokens stored in ~/.config/fabits-mcp/auth.json

  • Production API: Direct connection to https://apimywealth.fabits.com

  • No Data Logging: No transaction or personal data is logged by the MCP server

  • Session Management: Tokens auto-expire and require re-authentication

Development

# Install dependencies npm install # Build npm run build # Watch mode (auto-rebuild on changes) npm run watch # Test locally node build/index.js

Project Structure

fabits-mcp/ ā”œā”€ā”€ src/ ā”‚ ā”œā”€ā”€ index.ts # MCP server entry point ā”‚ ā”œā”€ā”€ config.ts # Configuration & API endpoints ā”‚ ā”œā”€ā”€ types.ts # TypeScript type definitions ā”‚ ā”œā”€ā”€ auth.ts # Authentication & token management ā”‚ ā”œā”€ā”€ funds.ts # Fund search & discovery ā”‚ ā”œā”€ā”€ invest.ts # Investment operations ā”‚ ā””ā”€ā”€ portfolio.ts # Portfolio & tracking ā”œā”€ā”€ build/ # Compiled JavaScript ā”œā”€ā”€ package.json ā”œā”€ā”€ tsconfig.json ā””ā”€ā”€ README.md

API Coverage

Based on Fabits API Collection:

  • āœ… Authentication (Login, KYC Status)

  • āœ… Mutual Funds (Search, Details, Star Funds)

  • āœ… Orders (Lumpsum, SIP, Redemption)

  • āœ… Baskets (List, Invest)

  • āœ… Portfolio (Holdings, SIPs, Transactions)

  • ā³ Risk Assessment (Planned)

  • ā³ Plans & Goals (Planned)

  • ā³ Mandates & Payments (Partial)

Troubleshooting

"Not authenticated" error

Re-login using fabits_request_otp followed by fabits_verify_otp. Tokens may expire after 24 hours.

"KYC not completed" error

Complete KYC on the Fabits app before investing through MCP.

Build errors

rm -rf build node_modules npm install npm run build

Connection issues

Verify internet connection. The server connects to production Fabits API.

Contributing

Contributions welcome! Please:

  1. Fork the repository

  2. Create a feature branch

  3. Add tests if applicable

  4. Submit a pull request

License

MIT

Disclaimer

āš ļø Investment Warning

  • This tool connects to PRODUCTION Fabits API

  • All investments are REAL and use LIVE MONEY

  • Mutual fund investments are subject to market risks

  • Past performance does not guarantee future returns

  • Please read all scheme documents carefully before investing

  • The developers are not responsible for investment decisions or losses

Support

Built with ā¤ļø for the MCP ecosystem

Install Server
A
security ā€“ no known vulnerabilities
F
license - not found
A
quality - confirmed to work

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