Indian Mutual Fund MCP

Know the number.
Know the date.

Analyze Indian mutual funds using natural language. Explore published NAV history and turn dated observations into transparent analytics.

Connect your AI app Explore what it does

MCP ENDPOINT https://shanka.fastmcp.app/mcp

Source MFAPI.inTransport Streamable HTTPFocus Indian mutual fundsAnalysis Source-dated

Features

Analyze Indian mutual funds using natural language.

Use your AI client to look up dated NAV history and calculate transparent performance and risk measures from source observations.

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Historical NAV lookup

Retrieve published NAV values with their exact dates, from the earliest history available for each scheme.

⌁

Rolling returns

Review rolling annualized returns over supported 1, 3, 5, and 10-year windows.

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Maximum drawdown

Find peak-to-trough declines, alongside volatility and other risk measures.

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Fund comparison

Compare returns and risk across schemes over a selected date range.

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SIP analysis

Simulate scheduled investments using the first published NAV on or after each installment date.

CAGR / XIRR calculations

Calculate CAGR for a single investment and XIRR for recorded portfolio cash flows.

Example queries

“Compare HDFC Flexi Cap and Parag Parikh Flexi Cap over the last 10 years.”

“Give me the 5-year rolling returns of HDFC Flexi Cap.”

Advanced example · multi-step analysis

Go beyond a single question.

One natural-language request can combine fund discovery, NAV history, comparative performance, risk measures, SIP modelling, and portfolio tools.

Show a complex research and portfolio prompt

Compare Parag Parikh Flexi Cap, SBI Contra, and HDFC Flexi Cap (all Direct, Growth) over the last 10 years. For each fund, give me:

3Y and 5Y rolling return summary (min, median, max)
Maximum drawdown, with the peak, trough, and recovery date
Sharpe, Sortino, and volatility
Calendar-year returns, and how many years each beat the others
Result of a ₹10K monthly SIP from Jan 2017, with XIRR

Then rank the funds for (a) a conservative investor and (b) an aggressive investor, with reasoning from the numbers. Finish with one table summarising everything.

Add these transactions to my portfolio: ₹50,000 lumpsum in PPFAS Direct on 15 Jan 2021, ₹30,000 lumpsum in SBI Contra Direct on 10 Mar 2022, and ₹40,000 in HDFC Flexi Cap Direct on 5 Aug 2023. Then show my current portfolio value, allocation by fund house, XIRR, and which holding is dragging returns the most.

The MCP calculates and compares historical data; it does not give personalized investment advice. Portfolio transaction examples change saved portfolio data when invoked. Results depend on source history, exact scheme selection, and available dates.

Why this MCP

Source-dated numbers, transparent calculations.

This MCP connects your AI client to MFAPI.in for mutual-fund scheme data and published NAV history. Calculations use the dated observations returned by the source; NAV values are not generated or interpolated.

✳Historical NAVs keep their actual source dates, with available coverage from the earliest records returned for each scheme.

✳Results include observation counts, NAV date ranges, cache status, and calculation assumptions for easier review.

✳Analytics aid research; they are not investment recommendations. MFAPI does not provide fund holdings, so stock-level overlap is unavailable.

How to use

Add this MCP server to your AI client.

Use the remote Streamable HTTP endpoint below. Pick your client, add https://shanka.fastmcp.app/mcp, and complete Horizon’s sign-in/authorization flow if prompted.

Horizon

One-click setup

Open the prefilled Horizon connection page to add this server to your MCP connections.

Connect with Horizon

ChatGPT

Remote MCP

Create a custom MCP app, enter the server endpoint, scan its tools, then enable it in a chat. Availability and setup permissions depend on your plan and workspace.

ChatGPT setup guide ↗

Claude

Web · Desktop · Code

Add a custom remote connector in Claude, or register the HTTP endpoint in Claude Code. Follow the authorization prompt if shown.

claude mcp add --transport http mf-analytics https://shanka.fastmcp.app/mcp

Claude MCP guide ↗

Visual Studio Code

Copilot chat

Add a remote server in the MCP configuration. For a workspace, use .vscode/mcp.json:

{
  "servers": {
    "mf-analytics": {
      "type": "http",
      "url": "https://shanka.fastmcp.app/mcp"
    }
  }
}

VS Code setup guide ↗

Cursor

Remote server

Add this URL as a remote Streamable HTTP server from Cursor’s MCP settings or configuration.

{
  "mcpServers": {
    "mf-analytics": {
      "url": "https://shanka.fastmcp.app/mcp"
    }
  }
}

Cursor MCP guide ↗

Other MCP-compatible clients can use the same endpoint. Choose Streamable HTTP / remote MCP, paste the URL above, and authorize if prompted. Client features, account eligibility, and setup menus may vary.

Built with care for the numbers

Questions or feedback?

Reach the developer directly.

kns003@gmail.com

Know the number.Know the date.