Mftool Mcp

io.github.NayakwadiS由 GitHub 帳號 NayakwadiS 發布v1.2.0更新於 Oct 24, 2026

MCP Server for publicly available Indian Mutual Funds data

已驗證STDIO僅桌面金融資料與分析

概覽

AI 產生的概覽

讓助理查詢印度共同基金資料：即時淨值、淨值歷史、基金搜尋、AMC 清單與報酬計算。

可以做什麼
封裝 mftool 函式庫，透過工具提供印度共同基金資料，例如用 get_scheme_quote 和 get_bulk_quotes 取得即時淨值，用 get_scheme_historical_nav 和 get_scheme_historical_nav_for_dates 取得淨值歷史，用 get_scheme_codes、get_available_schemes、get_scheme_details 和 search_schemes 尋找基金。也提供股票型、債券型、混合型、解決方案型及其他基金類別的績效工具，以及 calculate_returns、calculate_balance_units_value 和 calculate_portfolio_value 用於定期定額與投資組合計算。快取工具可查看統計、清除快取資料並開關快取。
適用情境
適合助理回答印度共同基金相關問題，例如某基金的目前淨值、指定日期區間的淨值歷史、某 AMC 旗下的基金，或比較 1 年、3 年、5 年報酬。也適合定期定額報酬與投資組合價值計算。
執行需求
以 Python 套件形式透過 stdio 在本機執行，可用 uvx mftool-mcp 或 pip install mftool-mcp 安裝。未宣告帳號、API 金鑰、環境變數或標頭。取得基金資料需要網路存取。
安裝前請注意
資料來自 mftool 函式庫並取決於已公布的數值；README 說明其僅供資訊參考，不構成投資建議。此伺服器會透過網路取得公開基金資料，快取工具可清除快取資料。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Mftool Mcp，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Desktop only，透過 STDIO。 STDIO 服務會啟動本機處理程序，因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

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

來源：README.md，提交 56985cf

工具

0
SourceWeft 尚未在沙箱中啟動過該軟體包，因此其工具未知。

版本歷史

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

評分

已滿足適用檢查項的 50%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通25 分

    請保持端點能夠回應 MCP 握手；SourceWeft 每 30 天探測一次。

  • 已宣告認證方式10 分

    請在註冊中心條目中宣告憑證請求標頭，或保持端點能夠回應探測，以便判定其認證方式。

  • 已列出工具15 分

    請讓伺服器在無憑證時回應 tools/list，或發布可在沙箱中無憑證啟動的軟體包。

  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分