Indian Mutual Fund Intelligence MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| resolve_fundA | Resolve a fund name, ISIN, or AMFI scheme code to unambiguous scheme+plan identity. Always call this first — Indian scheme names are ambiguous (renames, near-identical names across AMCs, 4-8 plan/option variants per scheme). |
| get_fund_performanceA | Complete return/risk evidence pack for one or more schemes (list = comparison). metrics: any of "trailing","rolling","risk","drawdown","stress". comparators: any of "benchmark" (not yet implemented — proxy pending), "category". Defaults to the Direct/Growth plan; a warning is included if that plan does not exist. Never emits a score, rating, or recommendation — only computed facts with provenance. |
| get_fund_portfolioB | Holdings, allocations, and month-over-month change detection for one or more schemes. sections: any of "holdings","allocations","changes","concentration","persistence". history: "none"|"12M"|"36M"|"60M" — required (non-"none") for the persistence table. compare_to: a date, "prev_month", or null to skip change detection. Corporate actions (splits/bonuses/mergers) are flagged, never silently asserted as trades. Market-cap allocation is not yet available (requires the AMFI cap-list join) and is reported as null rather than guessed. Coverage depends on which AMC adapters have been run. |
| get_fund_profileA | Static/slow-moving profile: identity, mandate excerpts, benchmark, costs, managers, documents. sections: any of "identity","mandate","benchmark","costs","managers","documents". Mandate is always returned as verbatim SID excerpts with page numbers, never as parsed fields — investment philosophy/strategy is a document-retrieval problem, not structured data (extracting it would produce confident nonsense). Managers and TER are not yet available in this build and are reported as unavailable, never fabricated. |
| get_documentA | Retrieve source-document evidence — the relevant pages, not the whole PDF. Identify the document either by |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 5 tools
Each tool targets a distinct facet: resolve_fund handles identity, get_fund_performance covers returns/risk, get_fund_portfolio covers holdings, get_fund_profile covers static metadata, and get_document retrieves verbatim source evidence. The descriptions explicitly delineate boundaries (e.g. profile returns mandate excerpts vs. document retrieves raw pages), so there is minimal risk of misselection.
Four tools follow a clean get_fund_<noun>/get_document verb_noun pattern, and resolve_fund is a semantically apt deviation for the identity-resolution step. The convention is predictable throughout with no mixed casing or stylistic drift.
Five tools is well-scoped for a fund-intelligence server, and each one earns its place by covering a genuinely separate dimension (identity, performance, portfolio, profile, documents). No tool feels redundant or trivial.
The surface covers the full read-only lifecycle from identity resolution through evidence retrieval, which is coherent for an intelligence (non-mutating) server. Minor gaps exist — benchmark comparators, managers, and TER are explicitly deferred — but they are transparently flagged rather than silently missing.