Mftool Mcp

io.github.NayakwadiSPublished by GitHub account NayakwadiSv1.2.0Updated Oct 24, 2026

MCP Server for publicly available Indian Mutual Funds data

VerifiedSTDIODesktop onlyFinanceData & Analytics

Overview

AI-generated overview

Lets an assistant look up Indian mutual fund data: live NAVs, NAV history, scheme search, AMC listings, and return calculations.

What you can do
Wraps the mftool library to expose Indian mutual fund data through tools such as get_scheme_quote and get_bulk_quotes for live NAV, get_scheme_historical_nav and get_scheme_historical_nav_for_dates for NAV history, and get_scheme_codes, get_available_schemes, get_scheme_details and search_schemes for finding schemes. It also offers performance tools for equity, debt, hybrid, solution and other fund categories, plus calculate_returns, calculate_balance_units_value and calculate_portfolio_value for SIP and portfolio math. Cache tools report stats, clear cached data, and toggle caching.
When to use it
Useful when an assistant needs to answer questions about Indian mutual funds, such as a scheme's current NAV, its historical NAV over a date range, schemes under a particular AMC, or comparisons of 1Y/3Y/5Y returns. Also suited to SIP return and portfolio value calculations.
Requirements
Runs locally over stdio as a Python package, installed with uvx mftool-mcp or pip install mftool-mcp. No accounts, API keys, environment variables or headers are declared. Network access is needed to fetch fund data.
Before you install
Data comes from the mftool library and depends on published figures; the README states it is for informational purposes only and is not financial advice. The server fetches public fund data over the network, and cache tools can clear cached data.

Installation

In SourceWeft

  1. Open Mftool Mcp in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

🇮🇳 mftool-mcp

MCP Server for publicly available Indian Mutual Funds data
Powered by mftool · Works with Claude, Cursor, and any MCP-compatible LLM client

[PyPI] [Python 3.10+] [License: MIT] [MCP]

What is this?

mftool-mcp is a Model Context Protocol (MCP) server that gives any LLM client access to Indian Mutual Fund data.

Ask your AI assistant questions like:

  • "What is the current NAV of SBI Bluechip Direct Growth?"
  • "Show me 3-year returns for HDFC Midcap Opportunities Fund"
  • "List all schemes under Mirae Asset AMC"
  • "Find all flexi cap funds and compare their 5-year returns"

Tools Available

ToolDescription
get_scheme_quoteLive NAV for any scheme by AMFI scheme code
get_bulk_quotesLive NAV for multiple schemes at once (concurrent)
get_scheme_historical_navFull NAV history for a scheme (all available dates)
get_scheme_historical_nav_for_datesNAV history filtered to a specific date range (DD-MM-YYYY)
get_scheme_historyNAV history via BSE/YFinance code with period or date range
get_scheme_codesAll AMFI scheme codes and names
get_available_schemesAll schemes under a specific AMC
get_scheme_detailsFund house, type, category, start date (AMFI code)
get_scheme_infoRich scheme info — AUM, returns, ratings (BSE/YFinance code)
is_valid_scheme_codeValidate an AMFI numeric scheme code
is_valid_new_scheme_codeValidate a BSE/new format scheme code
search_schemesSearch schemes by name keyword with relevance ranking
search_schemes_by_amcSearch schemes within a specific AMC
search_schemes_by_typeSearch schemes by type/category (equity, debt, elss, etc.)
get_average_aumAverage AUM (domestic & overseas) for all AMCs by quarter
get_equity_scheme_performanceDaily performance for all equity funds (1Y/3Y/5Y returns)
get_debt_scheme_performanceDaily performance for all debt funds (1Y/3Y/5Y returns)
get_hybrid_scheme_performanceDaily performance for all hybrid funds (1Y/3Y/5Y returns)
get_solution_scheme_performanceDaily performance for solution-oriented funds (retirement, children)
get_other_scheme_performanceDaily performance for index funds and Fund of Funds
calculate_returnsCalculate SIP returns — absolute return % and annualised IRR
calculate_balance_units_valueCurrent market value of held units for a scheme
calculate_portfolio_valueTotal current value of a multi-scheme portfolio (concurrent)
get_cache_statsView hit/miss stats for NAV and scheme code caches
clear_cacheClear all cached data to force fresh fetches
set_cache_enabledEnable or disable mftool caching globally

Quick Start

Using uvx (Recommended — no install needed)

bash
uvx mftool-mcp

Using pip

bash
pip install mftool-mcpmftool-mcp

Claude Desktop Setup

Add this to your claude_desktop_config.json:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

json
{  "mcpServers": {    "mftool-mcp": {      "command": "uvx",      "args": ["mftool-mcp"]    }  }}

Restart Claude Desktop. You'll see mftool-mcp listed under connected tools.

Cursor / Other MCP Clients

In your MCP client settings, add:

json
{  "mftool-mcp": {    "command": "uvx",    "args": ["mftool-mcp"]  }}

Example Conversations

Finding a fund:

You: "Find all SBI midcap mutual fund scheme codes"
Claude: calls search_schemes_by_amc(amc_name='sbi', query='midcap')
Claude: "Here are the SBI midcap schemes: SBI Magnum Midcap Fund - Direct Growth (code: 125497)..."

Live NAV:

You: "What's the current NAV of scheme 125497?"
Claude: calls get_scheme_quote(scheme_code='125497')
Claude: "SBI Magnum Midcap Fund - Direct Growth: NAV ₹234.56 (as of 05-Apr-2025)"

Performance comparison:

You: "Compare 5-year returns for large cap equity funds"
Claude: calls get_equity_scheme_performance()
Claude: "Here's the 5-year return comparison for Large Cap funds: ..."

Data Source

All data is sourced via the mftool library. Data accuracy depends on published figures. This tool is for informational purposes only and does not constitute financial advice.

Development

bash
git clone https://github.com/NayakwadiS/mftool-mcpcd mftool-mcppip install -e ".[dev]"
# Run the server locallypython -m mftool_mcp.server

See PUBLISHING.md for the full release process (PyPI + MCP Registry).

Acknowledgements

  • mftool — the underlying data library

Associated Initiatives

Source: README.md at commit 56985cf

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

2
  1. v1.2.0LatestSep 22, 2026
  2. v1.1.0Sep 16, 2026

Score

50% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts