# mftool-mcp

An MCP server that gives your agent NAV and return figures for Indian mutual funds, with SIP math built in. Handy when you need AMFI scheme numbers in chat.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 8
- Author: NayakwadiS
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/NayakwadiS/mftool-mcp
- Updated: 2026-09-22
- HTML: https://affpapa.org/en/nevibecode/mcp/mftool-mcp

## What it does

The server connects your agent to Indian mutual fund data. It returns the live NAV for an AMFI scheme code, the full NAV history or a slice between two dates (DD-MM-YYYY), and it searches schemes by name, AMC or category. Summary tools cover quarterly average AUM per AMC and daily 1Y/3Y/5Y performance for equity, debt and index funds.

SIP calculations return absolute return and annualised IRR. You can also price the units held in one scheme or in a multi-scheme portfolio, and bulk quotes and portfolio valuation run concurrently. Three cache tools let you check stats, wipe the cache or switch it off.

Start it with `uvx mftool-mcp` or `pip install mftool-mcp`; Python 3.10+ is required. Everything comes through the mftool library and is only as accurate as the published figures, so treat it as a reference, not financial advice.

## Requirements
- Needs: Python and uv (commands run via uvx)

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add mftool-mcp -- uvx mftool-mcp
```
uvx runs the command named after the package; if the README names another one, use uvx --from mftool-mcp <command>

### Codex

**Platform CLI**
```bash
codex mcp add mftool-mcp -- uvx mftool-mcp
```
uvx runs the command named after the package; if the README names another one, use uvx --from mftool-mcp <command>

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "mftool-mcp": {
            "command": "uvx",
            "args": [
                "mftool-mcp"
            ]
        }
    }
}
```
uvx runs the command named after the package; if the README names another one, use uvx --from mftool-mcp <command>

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "mftool-mcp": {
            "type": "stdio",
            "command": "uvx",
            "args": [
                "mftool-mcp"
            ]
        }
    }
}
```
uvx runs the command named after the package; if the README names another one, use uvx --from mftool-mcp <command>

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add mftool-mcp uvx mftool-mcp
```
uvx runs the command named after the package; if the README names another one, use uvx --from mftool-mcp <command>

## When to use it
- look up the current NAV of a scheme by AMFI code
- find a scheme code from a name or AMC
- pull NAV history for a chosen date range
- calculate SIP returns and annualised IRR
- value a portfolio spread across several schemes

## Example prompts
- Use mftool-mcp to find SBI midcap schemes and list their codes
- Ask mftool-mcp for the current NAV of scheme 125497
- Compare five-year returns of equity funds with mftool-mcp

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