Skip to main content
Glama
coolksrini

finpilot-mcp

by coolksrini

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FINPILOT_API_KEYNoAPI key (fp_...). Omit for guest mode.
FINPILOT_GATEWAY_URLNoAuth Service URLhttp://localhost:8080

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
logging
{}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
extensions
{
  "io.modelcontextprotocol/ui": {}
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
analyze_credit_reportB

Analyze credit report from CIBIL, Experian, or Equifax.

get_credit_healthC

Get current credit health summary.

analyze_portfolioB

Analyze investment portfolio from a CAS PDF or direct data.

optimize_loansC

Get loan optimization recommendations.

create_financial_planB

Create comprehensive financial plan based on goals and current situation.

Prompts

Interactive templates invoked by user choice

NameDescription
credit_report_analysisAnalyze your CIBIL, Experian, or Equifax credit report to find savings.
portfolio_health_checkAnalyze your mutual fund portfolio from an NSDL/CDSL/CAMS CAS PDF.
lamf_opportunity_finderFind Loan Against Mutual Funds opportunities to replace high-cost debt.
full_financial_health_checkComprehensive financial health check: credit, portfolio, debt, and financial plan.
lamf_expert_modeActivate LAMF specialist with current Indian market rates, haircuts, and lender details.
financial_advisor_promptAsk any financial question — credit, portfolio, loans, or financial planning. Use this for quick questions. For a full guided workflow, use one of the focused prompts: Analyze Credit Report, Portfolio Health Check, Find LAMF Opportunities, or Full Financial Health Check.

Resources

Contextual data attached and managed by the client

NameDescription

No resources

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/coolksrini/finpilot-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server