mftool-mcp
This MCP server provides comprehensive access to Indian Mutual Funds data, enabling queries, analysis, and comparison of mutual fund schemes.
Live NAV: Get current NAV for a single scheme (
get_scheme_quote) or multiple schemes (get_bulk_quotes).Historical NAV: Fetch full NAV history (
get_scheme_historical_nav) or filter by date range in DD-MM-YYYY format (get_scheme_historical_nav_for_dates).Scheme Discovery: Retrieve all AMFI scheme codes (
get_scheme_codes), browse schemes by AMC (get_available_schemes), search by name keyword with optional AMC filtering (search_scheme_by_name), and validate scheme codes (is_valid_scheme_code).Scheme Details: Get fund house, type, category, and launch date (
get_scheme_details).Performance Reports: Daily performance with 1Y/3Y/5Y returns for equity (Large/Mid/Small Cap, Flexi Cap, Sectoral), debt (Liquid, Gilt, Corporate Bond), hybrid (Balanced Advantage, Arbitrage), and ELSS funds.
Return Calculation: Compute SIP returns with absolute return and annualised IRR (
calculate_returns).Cache Management: View stats, clear cache, and toggle caching on/off.
๐ฎ๐ณ mftool-mcp
MCP Server for publicly available Indian Mutual Funds data
Powered by mftool ยท Works with Claude, Cursor, and any MCP-compatible LLM client
What is this?
mftool-mcp is a Model Context Protocol (MCP) server that gives any LLM client access to Indian Mutual Fund data.
Ask your AI assistant questions like:
"What is the current NAV of SBI Bluechip Direct Growth?"
"Show me 3-year returns for HDFC Midcap Opportunities Fund"
"List all schemes under Mirae Asset AMC"
"Find all flexi cap funds and compare their 5-year returns"
Tools Available
Tool | Description |
| Live NAV for any scheme by AMFI scheme code |
| Live NAV for multiple schemes at once (concurrent) |
| Full NAV history for a scheme (all available dates) |
| NAV history filtered to a specific date range (DD-MM-YYYY) |
| NAV history via BSE/YFinance code with period or date range |
| All AMFI scheme codes and names |
| All schemes under a specific AMC |
| Fund house, type, category, start date (AMFI code) |
| Rich scheme info โ AUM, returns, ratings (BSE/YFinance code) |
| Validate an AMFI numeric scheme code |
| Validate a BSE/new format scheme code |
| Search schemes by name keyword with relevance ranking |
| Search schemes within a specific AMC |
| Search schemes by type/category (equity, debt, elss, etc.) |
| Average AUM (domestic & overseas) for all AMCs by quarter |
| Daily performance for all equity funds (1Y/3Y/5Y returns) |
| Daily performance for all debt funds (1Y/3Y/5Y returns) |
| Daily performance for all hybrid funds (1Y/3Y/5Y returns) |
| Daily performance for solution-oriented funds (retirement, children) |
| Daily performance for index funds and Fund of Funds |
| Calculate SIP returns โ absolute return % and annualised IRR |
| View hit/miss stats for NAV and scheme code caches |
| Clear all cached data to force fresh fetches |
| Enable or disable mftool caching globally |
Quick Start
Using uvx (Recommended โ no install needed)
uvx mftool-mcpUsing pip
pip install mftool-mcp
mftool-mcpClaude Desktop Setup
Add this to your claude_desktop_config.json:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
{
"mcpServers": {
"mftool-mcp": {
"command": "uvx",
"args": ["mftool-mcp"]
}
}
}Restart Claude Desktop. You'll see mftool-mcp listed under connected tools.
Cursor / Other MCP Clients
In your MCP client settings, add:
{
"mftool-mcp": {
"command": "uvx",
"args": ["mftool-mcp"]
}
}Example Conversations
Finding a fund:
You: "Find all SBI midcap mutual fund scheme codes"
Claude: callssearch_schemes_by_amc(amc_name='sbi', query='midcap')
Claude: "Here are the SBI midcap schemes: SBI Magnum Midcap Fund - Direct Growth (code: 125497)..."
Live NAV:
You: "What's the current NAV of scheme 125497?"
Claude: callsget_scheme_quote(scheme_code='125497')
Claude: "SBI Magnum Midcap Fund - Direct Growth: NAV โน234.56 (as of 05-Apr-2025)"
Performance comparison:
You: "Compare 5-year returns for large cap equity funds"
Claude: callsget_equity_scheme_performance()
Claude: "Here's the 5-year return comparison for Large Cap funds: ..."
Data Source
All data is sourced via the mftool library. Data accuracy depends on published figures. This tool is for informational purposes only and does not constitute financial advice.
Development
git clone https://github.com/NayakwadiS/mftool-mcp
cd mftool-mcp
pip install -e ".[dev]"
# Run the server locally
python -m mftool_mcp.serverAcknowledgements
mftool โ the underlying data library
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