Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| fabits_request_otp | Step 1 of login: Request OTP to be sent to phone number. User must call this first before verifying OTP. |
| fabits_verify_otp | Step 2 of login: Verify OTP and complete login. Stores authentication token for subsequent requests. Must call fabits_request_otp first. |
| fabits_status | Check current authentication status and account details including KYC status. |
| fabits_refresh_token | Refresh expired access token using the stored refresh token. Use this when you get 401/403 errors due to token expiration. |
| fabits_logout | Logout and clear all stored authentication tokens. User will need to login again to use the service. |
| fabits_search_funds | Search for mutual funds by name, category, or keywords. Returns top matching funds with key metrics. |
| fabits_get_fund_details | Get comprehensive deep-dive details about a specific mutual fund. |
| fabits_get_star_funds | Get Fabits curated top recommended mutual funds. |
| fabits_invest_lumpsum | Place a one-time lumpsum investment order. |
| fabits_start_sip | Start a Systematic Investment Plan (SIP). |
| fabits_redeem | Redeem (sell) mutual fund units. |
| fabits_invest_basket | Invest in a basket of funds. |
| fabits_send_transactional_otp | Send transactional OTP for investment. |
| fabits_verify_transactional_otp | Verify transactional OTP. |
| fabits_invest_lumpsum_upi | Initiate UPI lumpsum investment. |
| fabits_complete_lumpsum_upi | Complete UPI lumpsum investment after OTP verification. |
| fabits_check_payment_status | Check payment status for an order. |
| fabits_setup_basket_mandate | Setup e-mandate for action plan SIP. |
| fabits_invest_basket_sip | Invest in action plan via SIP. |
| fabits_invest_basket_onetime | Invest in action plan via one-time lumpsum. |
| fabits_get_portfolio | Get complete portfolio overview. |
| fabits_get_sips | Get all active and inactive SIPs. |
| fabits_get_transactions | Get transaction history. |
| fabits_cancel_sip | Cancel an active SIP. |
| fabits_get_basket_holdings | Get basket holdings. |
| fabits_get_action_plans | Get user action plans. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |