smallcase-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 |
|---|---|
| search_smallcasesA | Search / screen published smallcases from the public catalog. Returns each smallcase's name, publisher, CAGR, minimum investment, volatility, monthly subscription price, constituent count, and whether it is private (closed to new investors). Args: query: Case-insensitive text match on name / description / publisher (e.g. "gold", "momentum", "Windmill"). volatility: Filter by risk band: "low", "medium", or "high". min_amount: Only smallcases with minimum investment >= this (INR). max_amount: Only smallcases with minimum investment <= this (INR). sort: One of "popularity" (default), "min_amount", "returns" (by CAGR, high to low), or "recently_rebalanced". limit: Max results to return (1-50). include_private: Also return schemes closed to new investors (marked private=true). Default False shows only open, discoverable ones. |
| get_smallcaseA | Full public detail for one smallcase by SCID (e.g. "SCET_0005"). Includes returns across all horizons (1D-5Y, since inception), risk metrics (volatility, sharpe, beta, cap split, 52-week high/low), minimum investment, and index value. Holdings/weights are gated by smallcase and come back empty. |
| compare_smallcasesB | Compare 2-5 smallcases side by side (returns, risk, minimum investment). Args: scids: List of 2-5 SCIDs, e.g. ["SCET_0005", "SCSB_0001"]. |
| list_managersB | List smallcase publishers / managers (the research houses). Args: page: 1-based page number. page_size: Results per page (1-50). |
| get_rebalance_scheduleA | Rebalance cadence and last/next rebalance dates for a smallcase. Args: scid: The smallcase id, e.g. "SCET_0005". |
| search_stocksA | Search stocks in smallcase's public universe. Args: query: Case-insensitive match on name / ticker / sector (e.g. "HDFC", "bank"). limit: Max results to return (1-50). |
| search_mutual_fundsA | Search mutual funds in smallcase's public universe. Args: query: Case-insensitive match on name / AMC / category (e.g. "DSP", "energy"). limit: Max results to return (1-50). |
| list_collectionsA | List curated smallcase collections (themed groupings of smallcases). Args: query: Optional case-insensitive match on collection name / description. limit: Max results to return (1-50). |
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 8 tools
Each tool targets a distinct resource or action: searching smallcases, getting details, comparing, listing managers, checking rebalance schedules, and searching assets or collections. No two tools have overlapping functionality.
All tool names follow a consistent verb_noun pattern with underscores (e.g., search_smallcases, get_smallcase, list_managers). The naming is uniform and predictable.
With 8 tools, the server is well-scoped for exploring smallcase investments. Each tool serves a clear purpose without being excessive or insufficient.
The set covers searching, viewing details, comparing, and listing related entities. Minor gaps exist (e.g., no historical performance chart tool, and holdings are gated), but the surface is largely complete for a public catalog.