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darved2305

groww-mcp

by darved2305

create_sip

Set up a systematic investment plan (SIP) for mutual funds by specifying fund ISIN, investment amount, frequency, and start date.

Instructions

Create a new SIP with fund ISIN, amount, frequency, and start date

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
isinYesMutual fund ISIN code, e.g. INF846K01EW2
amountYesSIP amount in INR
frequencyNoSIP frequencyMONTHLY
start_dateYesSIP start date (YYYY-MM-DD)

Implementation Reference

  • The tool `create_sip` is registered here using `server.tool` and its implementation (handler) is defined in the same block.
    // ── create_sip ────────────────────────────────────────────
    server.tool(
      "create_sip",
      "Create a new SIP with fund ISIN, amount, frequency, and start date",
      {
        isin: z.string().describe("Mutual fund ISIN code, e.g. INF846K01EW2"),
        amount: z.number().positive().describe("SIP amount in INR"),
        frequency: z.enum(["MONTHLY", "WEEKLY", "QUARTERLY"]).default("MONTHLY").describe("SIP frequency"),
        start_date: z.string().describe("SIP start date (YYYY-MM-DD)"),
      },
      async ({ isin, amount, frequency, start_date }) => {
        try {
          if (amount < 100) return mcpError("Minimum SIP amount is ₹100");
    
          const result = await growwClient.createSIP({
            isin,
            amount,
            frequency,
            startDate: start_date,
          });
    
          const text = [
            `✅ SIP CREATED`,
            `${"─".repeat(40)}`,
            `SIP ID:    ${result.sipId}`,
            `Fund:      ${isin}`,
            `Amount:    ${formatCurrencyExact(amount)} / ${frequency.toLowerCase()}`,
            `Starts:    ${start_date}`,
            `Status:    ${result.status}`,
            ``,
            `${result.message}`,
            ``,
            `⚠️ This is ${process.env.MOCK_MODE === "true" ? "a MOCK SIP (no real investment)" : "a REAL SIP — money will be debited on schedule"}`,
          ].join("\n");
          return mcpText(text);
        } catch (err) {
          return mcpError(normalizeError(err));
        }
      }
    );

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