Fabits MCP Server

# Fabits MCP Server A Model Context Protocol (MCP) server for [Fabits MyWealth](https://apimywealth.fabits.com) platform. Invest in mutual funds through natural conversation with AI assistants like Claude. ## Features 🔐 **Authentication** - Secure login with phone + OTP, automatic token management 🔍 **Fund Discovery** - Search funds, get details, view recommendations 💰 **Investments** - Lumpsum, SIP, basket investments 📊 **Portfolio Tracking** - View holdings, SIPs, transaction history 🎯 **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) ```bash npm install -g fabits-mcp ``` ### Option 2: From Source ```bash # 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` ```json { "mcpServers": { "fabits": { "command": "fabits-mcp" } } } ``` Or if running from source: ```json { "mcpServers": { "fabits": { "command": "node", "args": ["/path/to/fabits-mcp/build/index.js"] } } } ``` ### Other MCP Clients Use the built executable: ```bash 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* 📱 OTP sent to your phone! Please provide the OTP. User: The OTP is 123456 Assistant: *calls fabits_verify_otp with phone and OTP* ✅ 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: ₹500 - 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* ✅ SIP Started! Monthly: ₹5,000 on 5th of every month Please complete e-mandate setup: [link] ``` ### 3. Portfolio Tracking ``` User: Show my portfolio Assistant: *calls fabits_get_portfolio* 📊 Your Portfolio Total Invested: ₹1,50,000 Current Value: ₹1,65,250 Total Returns: ₹15,250 (+10.17%) Holdings: 1. HDFC Tax Saver: ₹55,400 (+10.8%) 2. Axis Bluechip: ₹48,650 (+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 ```bash # 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/ ├── src/ │ ├── index.ts # MCP server entry point │ ├── config.ts # Configuration & API endpoints │ ├── types.ts # TypeScript type definitions │ ├── auth.ts # Authentication & token management │ ├── funds.ts # Fund search & discovery │ ├── invest.ts # Investment operations │ └── portfolio.ts # Portfolio & tracking ├── build/ # Compiled JavaScript ├── package.json ├── tsconfig.json └── README.md ``` ## API Coverage Based on [Fabits API Collection](./Fabits_API_Collection.postman_collection.json): - ✅ Authentication (Login, KYC Status) - ✅ Mutual Funds (Search, Details, Star Funds) - ✅ Orders (Lumpsum, SIP, Redemption) - ✅ Baskets (List, Invest) - ✅ Portfolio (Holdings, SIPs, Transactions) - ⏳ Risk Assessment (Planned) - ⏳ Plans & Goals (Planned) - ⏳ 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 ```bash 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 ⚠️ **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 - 📧 Issues: [GitHub Issues](https://github.com/your-repo/issues) - 📚 Fabits API Docs: See `POSTMAN_COLLECTION_README.md` - 💬 MCP Protocol: [MCP Documentation](https://modelcontextprotocol.io) --- **Built with ❤️ for the MCP ecosystem**