FinanceGenius.AI

India's financial MCP — cards, loans, FDs, insurance, MFs; EMI/SIP/tax calcs; NAV lookup; RAG.

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Qualität und Sicherheit

A
Qualität der Beschreibung
98%
Vollständigkeit des Schemas
76%
Qualität der Benennung
97%
Risiko der Vergiftung
100%
Übereinstimmung der Berechtigungen
100%
Einhaltung des Protokolls
100%

Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.

Kontextkosten

~2,522Tokens (Tool-Definitionen)
~880 BTypische Antwortgröße
Mittlere Auswirkung auf die Aufmerksamkeit (1.97% von 128k Kontext)

Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.

Installieren

Installation mit einem Klick

Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:

{
  "mcpServers": {
    "financegenius": {
      "url": "https://mcp.financegenius.ai/mcp/"
    }
  }
}

Remote-Endpunkte

https://mcp.financegenius.ai/mcp/streamable-http

Was es kann

Tool-Inventar

Tools (12)

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🟢search_indian_products(product_type, search_query, min_rating)

Search FinanceGenius.AI's catalogue of Indian financial products. Args: product_type: One of 'credit_card', 'loan', 'deposit', 'insurance', 'investment'. Omit to search across all categories. search_query: Free-text search (matches name + description). E.g. 'cashback', 'home loan', 'HDFC'. min_rating: Filter to products with rating >= this value (1-5 scale). Returns: Up to 10 matching products, sorted by popularity.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "product_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Product Type"
    },
    "search_query": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Search Query"
    },
    "min_rating": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Min Rating"
    }
  },
  "title": "search_indian_productsArguments"
}
🟢get_product_details(product_slug)

Get full details of a specific product by its slug. Args: product_slug: The URL-safe identifier (e.g. 'hdfc-millennia-credit-card'). Get slugs from search_indian_products.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "product_slug": {
      "title": "Product Slug",
      "type": "string"
    }
  },
  "required": [
    "product_slug"
  ],
  "title": "get_product_detailsArguments"
}
🟢compare_products(product_slugs)

Side-by-side compare 2-4 products of the same category. Args: product_slugs: List of 2-4 product slugs. All must be in the same category (e.g. all credit cards, or all FDs). Returns: A markdown comparison table highlighting feature differences.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "product_slugs": {
      "items": {
        "type": "string"
      },
      "title": "Product Slugs",
      "type": "array"
    }
  },
  "required": [
    "product_slugs"
  ],
  "title": "compare_productsArguments"
}
🟢calculate_emi(principal, annual_rate, tenure_months)

Calculate EMI for a loan with year-by-year amortisation schedule. Args: principal: Loan amount in rupees. annual_rate: Annual interest rate as a percentage (e.g. 10.5 for 10.5%). tenure_months: Loan tenure in months. Returns: Monthly EMI, total interest, total payment, and amortisation schedule.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "principal": {
      "title": "Principal",
      "type": "number"
    },
    "annual_rate": {
      "title": "Annual Rate",
      "type": "number"
    },
    "tenure_months": {
      "title": "Tenure Months",
      "type": "integer"
    }
  },
  "required": [
    "principal",
    "annual_rate",
    "tenure_months"
  ],
  "title": "calculate_emiArguments"
}
🟢calculate_sip(monthly_amount, annual_return_pct, years)

Calculate future value of a Systematic Investment Plan (SIP). Args: monthly_amount: Monthly SIP contribution in rupees. annual_return_pct: Expected annual return (e.g. 12 for 12%). years: Investment horizon in years.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "monthly_amount": {
      "title": "Monthly Amount",
      "type": "number"
    },
    "annual_return_pct": {
      "title": "Annual Return Pct",
      "type": "number"
    },
    "years": {
      "title": "Years",
      "type": "integer"
    }
  },
  "required": [
    "monthly_amount",
    "annual_return_pct",
    "years"
  ],
  "title": "calculate_sipArguments"
}
🟢calculate_cagr(initial_value, final_value, years)

Calculate the Compound Annual Growth Rate (CAGR) of an investment. Args: initial_value: Initial investment in rupees. final_value: Final value in rupees. years: Holding period in years.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "initial_value": {
      "title": "Initial Value",
      "type": "number"
    },
    "final_value": {
      "title": "Final Value",
      "type": "number"
    },
    "years": {
      "title": "Years",
      "type": "integer"
    }
  },
  "required": [
    "initial_value",
    "final_value",
    "years"
  ],
  "title": "calculate_cagrArguments"
}
🟢calculate_fd_maturity(deposit_amount, annual_rate, years, compounding)

Calculate FD maturity amount with compounding. Args: deposit_amount: Principal deposit in rupees. annual_rate: Annual interest rate as a percentage. years: FD tenure in years (e.g. 1.5 for 18 months). compounding: One of 'monthly', 'quarterly', 'half_yearly', 'yearly'. Most Indian FDs compound quarterly.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "deposit_amount": {
      "title": "Deposit Amount",
      "type": "number"
    },
    "annual_rate": {
      "title": "Annual Rate",
      "type": "number"
    },
    "years": {
      "title": "Years",
      "type": "number"
    },
    "compounding": {
      "default": "quarterly",
      "title": "Compounding",
      "type": "string"
    }
  },
  "required": [
    "deposit_amount",
    "annual_rate",
    "years"
  ],
  "title": "calculate_fd_maturityArguments"
}
🟢calculate_indian_income_tax(annual_income, regime, deductions_80c, deductions_80d, hra_exemption)

Compute Indian income tax for FY 2025-26 under old or new regime. Args: annual_income: Gross annual income in rupees. regime: 'new' (default) or 'old'. deductions_80c: Section 80C deductions in rupees (max ₹1,50,000, old regime only). deductions_80d: Section 80D health-insurance premium (old regime only). hra_exemption: HRA exemption amount (old regime only). Returns: Slab breakdown, total tax, effective rate, regime comparison.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "annual_income": {
      "title": "Annual Income",
      "type": "number"
    },
    "regime": {
      "default": "new",
      "title": "Regime",
      "type": "string"
    },
    "deductions_80c": {
      "default": 0,
      "title": "Deductions 80C",
      "type": "number"
    },
    "deductions_80d": {
      "default": 0,
      "title": "Deductions 80D",
      "type": "number"
    },
    "hra_exemption": {
      "default": 0,
      "title": "Hra Exemption",
      "type": "number"
    }
  },
  "required": [
    "annual_income"
  ],
  "title": "calculate_indian_income_taxArguments"
}
🟢get_mutual_fund_nav(amfi_scheme_code)

Get the latest NAV of an Indian mutual fund by AMFI scheme code. Args: amfi_scheme_code: AMFI scheme code (e.g. '119598' for SBI Bluechip Direct). Find codes at mfapi.in or amfiindia.com. Returns: Scheme name, latest NAV, NAV date, fund house, scheme type.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "amfi_scheme_code": {
      "title": "Amfi Scheme Code",
      "type": "string"
    }
  },
  "required": [
    "amfi_scheme_code"
  ],
  "title": "get_mutual_fund_navArguments"
}
🟢explain_financial_concept(query, institution)

Look up Indian financial products and terms in FinanceGenius.AI's catalogue. Hybrid retrieval (BM25 + semantic + product database, fused with Reciprocal Rank Fusion) over our product records. Good for questions anchored to real products: 'which HDFC cards waive the annual fee?', 'what does the Bajaj FD pay for 3 years?', 'ELSS options with a 3-year lock-in'. Not a general financial encyclopedia: the curated explainer knowledge base is not loaded in production, so abstract questions ('how does APR work?') fall back to product matches. Say so rather than dressing a product listing up as an explanation. Args: query: The financial question or concept to explain. institution: Optional — narrow search to one institution (e.g. 'hdfc-bank').

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "query": {
      "title": "Query",
      "type": "string"
    },
    "institution": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Institution"
    }
  },
  "required": [
    "query"
  ],
  "title": "explain_financial_conceptArguments"
}
🟢find_best_fd(amount, years, is_senior_citizen, tax_slab_pct)

Rank Indian Fixed Deposits by net-of-tax yield for a given amount + tenure. Args: amount: Investment amount in rupees. years: FD tenure in years (e.g. 1.5 for 18 months). is_senior_citizen: True to use senior-citizen rates (typically +0.5%). tax_slab_pct: Investor's income tax slab as a percentage (5/10/20/30). FD interest is fully taxable; this is used for net-yield ranking. Returns: Top 5 FDs sorted by net-of-tax maturity, each showing gross & net amount.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "amount": {
      "title": "Amount",
      "type": "number"
    },
    "years": {
      "title": "Years",
      "type": "number"
    },
    "is_senior_citizen": {
      "default": false,
      "title": "Is Senior Citizen",
      "type": "boolean"
    },
    "tax_slab_pct": {
      "default": 30,
      "title": "Tax Slab Pct",
      "type": "number"
    }
  },
  "required": [
    "amount",
    "years"
  ],
  "title": "find_best_fdArguments"
}
🟢find_best_card_for_spend(monthly_spend, primary_category, annual_income, prefer_no_annual_fee)

Recommend Indian credit cards based on spending pattern. Args: monthly_spend: Total monthly card spend in rupees. primary_category: One of 'grocery', 'fuel', 'dining', 'travel', 'online_shopping', 'utilities', 'general'. Defaults to 'general' — "which card for ₹40,000 a month?" is a complete question, and making this required turned it into a validation error. annual_income: Annual income to filter cards by eligibility (optional). prefer_no_annual_fee: True to prioritise lifetime-free cards. Returns: Top 5 cards with estimated annual cashback/rewards value.

Eingabe-Schema

{
  "type": "object",
  "properties": {
    "monthly_spend": {
      "title": "Monthly Spend",
      "type": "number"
    },
    "primary_category": {
      "default": "general",
      "title": "Primary Category",
      "type": "string"
    },
    "annual_income": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Annual Income"
    },
    "prefer_no_annual_fee": {
      "default": false,
      "title": "Prefer No Annual Fee",
      "type": "boolean"
    }
  },
  "required": [
    "monthly_spend"
  ],
  "title": "find_best_card_for_spendArguments"
}

Empfohlene Prompts

search_research
Search for information about [topic] using FinanceGenius.AI
Erwartete Tools: search_indian_products
find_specific
Find [specific item] using FinanceGenius.AI
Erwartete Tools: search_indian_products
retrieve_data
Get details about [item] from FinanceGenius.AI
Erwartete Tools: get_product_details
fetch_info
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Erwartete Tools: get_product_details
research_workflow
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Erwartete Tools: search_indian_productsget_product_details

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