io.github.NayakwadiS/bahi-mcp

bahi-mcp

MCP server that gives AI assistants (Claude, Cursor, VS Code and others) access to Indian mutual fund data, NSE/BSE market data and financial calculators.

Bahi (बही) is the traditional Indian ledger. This server keeps the numbers straight so your assistant doesn't guess them.

Disclaimer: bahi-mcp provides information and calculations from public data sources (AMFI via the mftool library, and Yahoo Finance for stocks) and from assumptions you supply. It is not investment or tax advice and the author is not a SEBI-registered adviser. Data may be delayed or inaccurate, and tax rules change. Verify before making decisions.

What you can ask

• "Compare these three flexi-cap funds on 3-year return, volatility and max drawdown."
• "How often has this fund beaten 12% on rolling 3-year returns?"
• "If I had invested ₹10,000 a month in scheme 119551 since January 2020, what would it be worth today, and what is my XIRR?"
• "What's the Nifty at, and how has RELIANCE done over the last year?"
• "How much tax would I pay if I sell this equity fund after 14 months with a ₹2 lakh gain?"
• "How much corpus do I need to retire at 55 if I spend ₹60,000 a month today?"

Tools

Mutual fund data (AMFI)

Mutual fund analytics

Stocks and market data (NSE/BSE, via Yahoo Finance; unofficial and best-effort)

Calculators

Dates can be DD-MM-YYYY or YYYY-MM-DD.

Install

Requires Python 3.10+.

pip install bahi-mcp                # mutual funds + calculators
pip install "bahi-mcp[stocks]"      # adds NSE/BSE stock and index data

Or run without installing, using uv:

uvx bahi-mcp
uvx --with yfinance bahi-mcp        # with stock data

Configure your MCP client

Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "bahi-mcp": {
      "command": "uvx",
      "args": ["--with", "yfinance", "bahi-mcp"]
    }
  }
}

Drop "--with", "yfinance" if you don't need stock data. Restart Claude Desktop.

Cursor and other clients

{
  "mcpServers": {
    "bahi-mcp": {
      "command": "uvx",
      "args": ["--with", "yfinance", "bahi-mcp"]
    }
  }
}

For Cursor, save this in ~/.cursor/mcp.json. Remove "--with", "yfinance" if you don't need stock data.

Notes on data and accuracy

• Mutual fund data comes from AMFI through mftool (3.4 or newer). NAVs are published after market close, usually by about 9 PM IST. mftool caches NAVs for 24 hours, so use clear_cache after the evening update to see the latest.
• Stock data comes from Yahoo Finance through yfinance. It is unofficial, can be delayed, rate-limited or change without notice. Don't use it for trading decisions.
• Tax estimates follow the configured FY 2026-27 assumptions for equity funds (STCG 20%, LTCG 12.5% above the remaining ₹1.25 lakh annual exemption); provide purchase and sale dates for exact calendar 12-month classification, or holding days for an approximate 365-day cutoff. The exemption is shared across eligible gains in a financial year. Debt funds are modelled at slab rate only for units bought on/after 1 April 2023. Surcharge, loss set-off and older indexation rules are not modelled; verify current law and consult a tax professional.
• Projections (project_sip, calculate_swp, plan_retirement) assume constant returns. Real markets don't behave that way.

Development

git clone https://github.com/NayakwadiS/bahi-mcp
cd bahi-mcp
python -m venv .venv
source .venv/bin/activate        # Windows: .venv\Scripts\activate
pip install -e ".[dev,stocks]"
pytest
python -m bahi_mcp               # runs the server over stdio

Layout in src/bahi_mcp/:

• analytics.py, fund_analytics.py, calculators.py: pure Python, no network, fully tested offline
• data.py: AMFI access through mftool
• market.py: stock and index access through yfinance
• server.py: the MCP tool definitions

Roadmap

• Portfolio overlap and fund-to-fund correlation
• Document search over factsheets and SEBI/RBI circulars
• Hosted version with caching

Contributing

Issues and pull requests are welcome.

License

MIT. See LICENSE.