FinanceGenius.AI
India's financial MCP — cards, loans, FDs, insurance, MFs; EMI/SIP/tax calcs; NAV lookup; RAG.
¿Debería usar esto?
Calidad y seguridad
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.
Instalar
Instalación con un clic
Agrega esto a tu archivo `claude_desktop_config.json`:
{
"mcpServers": {
"financegenius": {
"url": "https://mcp.financegenius.ai/mcp/"
}
}
}Puntos de conexión remotos
https://mcp.financegenius.ai/mcp/streamable-httpQué puede hacer
Inventario de herramientas
Herramientas (12)
🟢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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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').
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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"
}Prompts recomendados
search_indian_productssearch_indian_productsget_product_detailsget_product_detailssearch_indian_productsget_product_detailsComunidad
Evidencia