MCP Tools

Machine-readable tools for AI agents via the Model Context Protocol.

The INDvest MCP server exposes financial data tools over streamable-HTTP transport. These tools enable AI agents (Claude, etc.) to query mutual fund analytics, index data, and financial calculators programmatically.

Connection

Transport: Streamable HTTP
Endpoint: https://api.indvested.com/mcp (or http://localhost:8001/mcp for local dev)
Auth: x-api-token header (same token as REST API)

Claude Desktop Configuration

Remote (production):

{
  "mcpServers": {
    "indvest": {
      "type": "url",
      "url": "https://api.indvested.com/mcp",
      "headers": {
        "x-api-token": "YOUR_TOKEN"
      }
    }
  }
}

Local development:

{
  "mcpServers": {
    "indvest-local": {
      "type": "url",
      "url": "http://localhost:8001/mcp"
    }
  }
}

No auth header needed locally when DEBUG=True.

Mutual Fund Tools

list_mutual_funds

List mutual funds, optionally filtered by subcategory or AMC name. Returns fund id, name, ISIN code, asset class, and subcategory.

Parameter	Type	Default	Description
`subcategory`	string	`null`	Filter by subcategory name (e.g. “Large Cap Fund”). Case-insensitive substring match.
`amc`	string	`null`	Filter by AMC name (e.g. “HDFC”). Case-insensitive substring match.

Returns: Array of fund objects with id, name, isinCode, assetClass, subcategory, amcName.

get_fund_details

Get full pre-computed metrics for a mutual fund by ISIN code. Returns SIP CAGR, XIRR, rolling returns, drawdown metrics, and benchmark comparison.

Parameter	Type	Default	Description
`isin`	string	required	ISIN code of the fund (e.g. “INF082J01036”)

Returns: Fund detail object with sipCagrMetrics, xirrMetrics, rollingReturnMetrics, drawdownMetrics, benchmarkComparisonMetrics, calmarRatio, plus fund metadata (name, AMC, TER, NAV).

get_top_funds

Get top-performing mutual funds that consistently beat their category’s 75th-percentile benchmark across all available time horizons.

Parameter	Type	Default	Description
`subcategory`	string	`null`	Filter by subcategory name. Returns all subcategories if omitted.

Returns: Array of top fund objects with subcategory, isinCode, fundName, amcName, fundOption, rollingReturn.

compare_funds

Compare 2-5 mutual funds side by side using rolling return metrics, category averages, and fund metadata.

Parameter	Type	Default	Description
`isin_codes`	string[]	required	List of ISIN codes to compare (2-5 funds)

Returns: Array of fund comparison objects with id, name, isinCode, amcName, subcategory, ter, nav, navDate, rollingReturns, rollingReturnMetrics.

compute_portfolio_return

Compute blended SIP CAGR and rolling returns for a weighted portfolio of mutual funds.

Parameter	Type	Default	Description
`portfolio`	object[]	required	Array of `{isin, weight}` objects. Weights should sum to 100.

Returns: Portfolio object with funds array and blendedReturns containing sipCagr and rollingReturns across durations.

get_fund_nav_history

Get recent daily NAV history for a mutual fund. Returns NAV values sorted newest-first.

Parameter	Type	Default	Description
`isin`	string	required	ISIN code of the fund
`limit`	int	`90`	Number of most recent NAV records (max 365)

Returns: Array of {date, nav} objects.

NSE Index Tools

list_nse_indices

List all tracked NSE (National Stock Exchange) indices with id, name, and type.

No parameters.

Returns: Array of index objects with id, name, indexType.

get_nse_index_details

Get pre-computed metrics for an NSE index including rolling returns, SIP CAGR, XIRR, and present-level metrics.

Parameter	Type	Default	Description
`index_name`	string	required	Exact NSE index name (e.g. “NIFTY 50”). Use `list_nse_indices()` for available names.

Returns: Index detail object with rollingReturnMetrics, sipCagrMetrics, xirr, presentLevelMetrics.

get_nse_index_history

Get recent daily close values for an NSE index. Sorted newest-first.

Parameter	Type	Default	Description
`index_name`	string	required	Exact NSE index name
`limit`	int	`90`	Number of most recent records (max 365)

Returns: Array of {date, close} objects.

BSE Index Tools

list_bse_indices

List all tracked BSE (Bombay Stock Exchange) indices, optionally filtered by category.

Parameter	Type	Default	Description
`category`	string	`null`	Filter by category name (e.g. “Broad Market”). Case-insensitive substring match.

Returns: Array of index objects with id, name, category.

get_bse_index_details

Get pre-computed metrics for a BSE index including rolling returns, SIP CAGR, XIRR, and present-level metrics (PE, PB, dividend yield where available).

Parameter	Type	Default	Description
`index_name`	string	required	Exact BSE index name (e.g. “SENSEX”). Use `list_bse_indices()` for available names.

Returns: Index detail object with rollingReturnMetrics, sipCagrMetrics, xirr, presentLevelMetrics.

get_bse_index_history

Get recent daily OHLC data plus PE, PB, dividend yield, and volume for a BSE index. Sorted newest-first.

Parameter	Type	Default	Description
`index_name`	string	required	Exact BSE index name
`limit`	int	`90`	Number of most recent records (max 365)

Returns: Array of objects with date, open, high, low, close, pe, pb, dividendYield, volume.

Calculator Tools

sip_calculator

Calculate the maturity value of a monthly SIP (Systematic Investment Plan) using standard compound interest.

Parameter	Type	Default	Description
`monthly_amount`	float	required	Monthly investment amount in INR
`duration_years`	int	required	Investment duration in years
`expected_annual_return_pct`	float	required	Expected annual return percentage (e.g. 12.0 for 12%)

Returns: Object with totalInvestedAmount, estimatedMaturityValue, estimatedGains, wealthGainMultiple.

swp_calculator

Simulate month-by-month corpus depletion for a Systematic Withdrawal Plan.

Parameter	Type	Default	Description
`initial_corpus`	float	required	Starting investment corpus in INR
`monthly_withdrawal`	float	required	Monthly withdrawal amount in INR
`duration_years`	int	required	Simulation duration in years
`expected_annual_return_pct`	float	required	Expected annual return on remaining corpus

Returns: Object with corpusDepletionMonth, corpusSurvives, yearlyBalances (array of {year, corpusBalance}).

Error Handling

All tools return structured error responses with an error field when:

A requested fund or index is not found
Cached metrics have not yet been computed
Parameter validation fails (e.g. more than 5 funds in compare_funds)