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MCP server · Finance

Mfmcp

· github.com/YashasviAsthana/mfmcp

Local-first MCP server, CLI, and dashboard for analyzing your Indian mutual-fund portfolio from a CAS PDF: XIRR, LTCG harvesting, SIP/STP detection, overlap.

Unclaimed capital-gainsclaudefintechindialocal-firstmcpmcp-servermodel-context-protocolmutual-fundspersonal-financeportfolio-analysispythontax-harvestingxirr
InstallView source
34Low

Scored a month ago · breakdown

About Mfmcp

Mfmcp is an MCP server in the Finance category: local-first MCP server, CLI, and dashboard for analyzing your Indian mutual-fund portfolio from a CAS PDF: XIRR, LTCG harvesting, SIP/STP detection, overlap.

Install

From source
git clone https://github.com/YashasviAsthana/mfmcp

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

Tools (19)

allocation(by, live)Weights by `category`, `amc`, `asset_class`, or `market_cap`.

Parameters not published.

benchmark_comparison(benchmark_amfi_code, live)Your cashflows replayed into a benchmark index fund; alpha.

Parameters not published.

capital_gains(fy, method, live)Realized + unrealized STCG/LTCG (FIFO worksheet).

Parameters not published.

concentration_report(live)Flags over-exposure to a single scheme/AMC/category.

Parameters not published.

health_check(live, include_benchmark)One-call automatic analysis: prioritized findings.

Parameters not published.

idle_money()Redemptions/payouts never reinvested.

Parameters not published.

import_downloaded_cas(password, timeout)Wait for the downloaded CAS PDF, then load it.

Parameters not published.

list_holdings(include_zero, live)Per-scheme units, cost, value, gain, XIRR.

Parameters not published.

list_transactions(scheme)Opt-in raw transaction dump for one scheme.

Parameters not published.

load_cas(path, password)Parse a CAS PDF and load it (returns a summary, no PII).

Parameters not published.

Show all 19 tools
ltcg_calendar()When each open lot turns long-term (12mo equity / 36mo other).

Parameters not published.

open_cas_portal(portal)Open the CAS portal in the browser; returns the steps to follow.

Parameters not published.

overlap_report(live)Funds overlapping in the same sub-category; Regular-plan expense drag.

Parameters not published.

performance_stats(scheme)Trailing 1/3/5-year CAGR, volatility, max drawdown.

Parameters not published.

portfolio_growth(step_days)Portfolio value + cumulative investment over time.

Parameters not published.

portfolio_summary(live)Invested, current value, absolute return, portfolio XIRR.

Parameters not published.

sip_analysis(live)Detected SIPs: status, cadence, average installment, SIP XIRR.

Parameters not published.

stp_analysis()Detected STPs: transfer routes between funds of one AMC, status, skipped months.

Parameters not published.

tax_harvesting(live)Equity-LTCG exemption headroom this FY and loss-offset candidates.

Parameters not published.

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Questions

About Mfmcp

How do I install Mfmcp?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is Mfmcp safe to use with an AI agent?

Its trust score is 34 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is Mfmcp still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.