Fabits MCP Server

A Model Context Protocol (MCP) server for Fabits MyWealth platform. Invest in mutual funds through natural conversation with AI assistants like Claude.

Features

🔐 Authentication - Secure login with phone + OTP, automatic token management 🔍 Fund Discovery - Search funds, get details, view recommendations 💰 Investments - Lumpsum, SIP, basket investments 📊 Portfolio Tracking - View holdings, SIPs, transaction history 🎯 Production Ready - Direct integration with Fabits production API

Available Tools

Authentication

• fabits_request_otp - Step 1: Request OTP to be sent to phone
• fabits_verify_otp - Step 2: Verify OTP and complete login
• fabits_status - Check authentication and KYC status
• fabits_refresh_token - Refresh expired access token using refresh token
• fabits_logout - Logout and clear stored tokens

Fund Discovery

• fabits_search_funds - Search mutual funds by name/category
• fabits_get_fund_details - Get comprehensive fund information
• fabits_get_star_funds - Get Fabits recommended funds

Investments

• fabits_invest_lumpsum - One-time investment
• fabits_start_sip - Start monthly SIP
• fabits_redeem - Sell mutual fund units
• fabits_get_baskets - View investment baskets
• fabits_invest_basket - Invest in diversified baskets

Portfolio

• fabits_get_portfolio - View complete portfolio
• fabits_get_basket_holdings - View basket holdings organized by baskets
• fabits_get_sips - List active SIPs
• fabits_get_transactions - View transaction history
• fabits_cancel_sip - Cancel SIP

Installation

Option 1: NPM Package (Recommended)

npm install -g fabits-mcp

Option 2: From Source

# Clone repository
git clone <repository-url>
cd fabits-mcp

# Install dependencies
npm install

# Build
npm run build

Configuration

Claude Desktop

Add to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "fabits": {
      "command": "fabits-mcp"
    }
  }
}

Or if running from source:

{
  "mcpServers": {
    "fabits": {
      "command": "node",
      "args": ["/path/to/fabits-mcp/build/index.js"]
    }
  }
}

Other MCP Clients

Use the built executable:

node /path/to/fabits-mcp/build/index.js

Usage Examples

1. Login Flow

User: Login to Fabits
Assistant: *calls fabits_status* You're not logged in.
          What's your phone number?
User: +917378666101
Assistant: *calls fabits_request_otp with phone*
          📱 OTP sent to your phone! Please provide the OTP.
User: The OTP is 123456
Assistant: *calls fabits_verify_otp with phone and OTP*
          ✅ Login successful! Your KYC is completed. You can start investing.

2. Search and Invest

User: Find good tax-saving funds
Assistant: *calls fabits_search_funds with query="tax saving ELSS"*
          Found 15 tax-saving funds. Top picks:
          1. HDFC Tax Saver - 1Y: +12.5%, 3Y: +18.2%
          2. Axis Long Term Equity - 1Y: +14.1%, 3Y: +17.9%
          ...

User: Tell me more about fund 1
Assistant: *calls fabits_get_fund_details*
          HDFC Tax Saver (Fund ID: ABC123)
          - Category: ELSS
          - Risk: Moderately High
          - Min SIP: ₹500
          - Returns: 1Y: +12.5%, 3Y: +18.2%, 5Y: +15.6%
          - Expense Ratio: 1.2%

User: Start a SIP of 5000 per month on the 5th
Assistant: *calls fabits_start_sip with fund_id, amount=5000, date=5*
          ✅ SIP Started!
          Monthly: ₹5,000 on 5th of every month
          Please complete e-mandate setup: [link]

3. Portfolio Tracking

User: Show my portfolio
Assistant: *calls fabits_get_portfolio*
          📊 Your Portfolio
          Total Invested: ₹1,50,000
          Current Value: ₹1,65,250
          Total Returns: ₹15,250 (+10.17%)

          Holdings:
          1. HDFC Tax Saver: ₹55,400 (+10.8%)
          2. Axis Bluechip: ₹48,650 (+8.5%)
          ...

Security

• Token Storage: Encrypted tokens stored in ~/.config/fabits-mcp/auth.json
• Production API: Direct connection to https://apimywealth.fabits.com
• No Data Logging: No transaction or personal data is logged by the MCP server
• Session Management: Tokens auto-expire and require re-authentication

Development

# Install dependencies
npm install

# Build
npm run build

# Watch mode (auto-rebuild on changes)
npm run watch

# Test locally
node build/index.js

Project Structure

fabits-mcp/
├── src/
│   ├── index.ts          # MCP server entry point
│   ├── config.ts         # Configuration & API endpoints
│   ├── types.ts          # TypeScript type definitions
│   ├── auth.ts           # Authentication & token management
│   ├── funds.ts          # Fund search & discovery
│   ├── invest.ts         # Investment operations
│   └── portfolio.ts      # Portfolio & tracking
├── build/                # Compiled JavaScript
├── package.json
├── tsconfig.json
└── README.md

API Coverage

Based on Fabits API Collection:

• ✅ Authentication (Login, KYC Status)
• ✅ Mutual Funds (Search, Details, Star Funds)
• ✅ Orders (Lumpsum, SIP, Redemption)
• ✅ Baskets (List, Invest)
• ✅ Portfolio (Holdings, SIPs, Transactions)
• ⏳ Risk Assessment (Planned)
• ⏳ Plans & Goals (Planned)
• ⏳ Mandates & Payments (Partial)

Troubleshooting

"Not authenticated" error

Re-login using fabits_request_otp followed by fabits_verify_otp. Tokens may expire after 24 hours.

"KYC not completed" error

Complete KYC on the Fabits app before investing through MCP.

Build errors

rm -rf build node_modules
npm install
npm run build

Connection issues

Verify internet connection. The server connects to production Fabits API.

Contributing

Contributions welcome! Please:

1. Fork the repository
2. Create a feature branch
3. Add tests if applicable
4. Submit a pull request

License

MIT

Disclaimer

⚠️ Investment Warning

• This tool connects to PRODUCTION Fabits API
• All investments are REAL and use LIVE MONEY
• Mutual fund investments are subject to market risks
• Past performance does not guarantee future returns
• Please read all scheme documents carefully before investing
• The developers are not responsible for investment decisions or losses

Support

• 📧 Issues: GitHub Issues
• 📚 Fabits API Docs: See POSTMAN_COLLECTION_README.md
• 💬 MCP Protocol: MCP Documentation

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