# 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)
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