Fabits MCP Server
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
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| fabits_request_otpA | Step 1 of login: Request OTP to be sent to phone number. User must call this first before verifying OTP. |
| fabits_verify_otpA | Step 2 of login: Verify OTP and complete login. Stores authentication token for subsequent requests. Must call fabits_request_otp first. |
| fabits_statusC | Check current authentication status and account details including KYC status. |
| fabits_refresh_tokenA | Refresh expired access token using the stored refresh token. Use this when you get 401/403 errors due to token expiration. |
| fabits_logoutA | Logout and clear all stored authentication tokens. User will need to login again to use the service. |
| fabits_search_fundsB | Search for mutual funds by name, category, or keywords. Returns top matching funds with key metrics. |
| fabits_get_fund_detailsC | Get comprehensive deep-dive details about a specific mutual fund. |
| fabits_get_star_fundsC | Get Fabits curated top recommended mutual funds. |
| fabits_invest_lumpsumC | Place a one-time lumpsum investment order. |
| fabits_start_sipC | Start a Systematic Investment Plan (SIP). |
| fabits_redeemC | Redeem (sell) mutual fund units. |
| fabits_invest_basketC | Invest in a basket of funds. |
| fabits_send_transactional_otpC | Send transactional OTP for investment. |
| fabits_verify_transactional_otpC | Verify transactional OTP. |
| fabits_invest_lumpsum_upiC | Initiate UPI lumpsum investment. |
| fabits_complete_lumpsum_upiC | Complete UPI lumpsum investment after OTP verification. |
| fabits_check_payment_statusC | Check payment status for an order. |
| fabits_setup_basket_mandateC | Setup e-mandate for action plan SIP. |
| fabits_invest_basket_sipC | Invest in action plan via SIP. |
| fabits_invest_basket_onetimeC | Invest in action plan via one-time lumpsum. |
| fabits_get_portfolioC | Get complete portfolio overview. |
| fabits_get_sipsC | Get all active and inactive SIPs. |
| fabits_get_transactionsC | Get transaction history. |
| fabits_cancel_sipC | Cancel an active SIP. |
| fabits_get_basket_holdingsC | Get basket holdings. |
| fabits_get_action_plansC | Get user action plans. |
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 26 tools
Most tools have distinct purposes targeting specific actions like login, investment, portfolio management, and SIP handling, with clear boundaries. However, some potential overlap exists between fabits_invest_lumpsum and fabits_invest_lumpsum_upi, as both handle lumpsum investments but differ in payment method, which could cause minor confusion if not carefully read.
All tool names follow a consistent fabits_verb_noun pattern with snake_case, such as fabits_get_portfolio and fabits_invest_lumpsum. This uniformity makes the tool set predictable and easy to navigate, with no deviations in naming conventions.
With 26 tools, the count is on the higher side for a mutual fund investment server, potentially feeling heavy. While it covers many operations, some tools like fabits_invest_basket and fabits_invest_basket_onetime might be consolidated, suggesting a borderline appropriateness for the scope.
The tool set provides comprehensive coverage for mutual fund investment, including authentication (login/logout/token refresh), fund search and details, portfolio and SIP management, investment orders (lumpsum and SIP), redemption, and transaction handling. No obvious gaps are present, ensuring agents can handle full workflows without dead ends.