finpilot-mcp
by coolksrini
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FINPILOT_API_KEY | No | API key (fp_...). Omit for guest mode. | |
| FINPILOT_GATEWAY_URL | No | Auth Service URL | http://localhost:8080 |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| 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
| Name | Description |
|---|---|
| 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
| Name | Description |
|---|---|
| credit_report_analysis | Analyze your CIBIL, Experian, or Equifax credit report to find savings. |
| portfolio_health_check | Analyze your mutual fund portfolio from an NSDL/CDSL/CAMS CAS PDF. |
| lamf_opportunity_finder | Find Loan Against Mutual Funds opportunities to replace high-cost debt. |
| full_financial_health_check | Comprehensive financial health check: credit, portfolio, debt, and financial plan. |
| lamf_expert_mode | Activate LAMF specialist with current Indian market rates, haircuts, and lender details. |
| financial_advisor_prompt | Ask 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
| Name | Description |
|---|---|
No resources | |
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