Fabits

You run a Fabits MCP Server to connect clients with Fabits MyWealth through a secure API and rich investment features. This MCP lets you authenticate users, discover funds, place investments, and track portfolios via simple, natural conversations with your MCP-enabled assistant.

How to use

Interact with your MCP server through a supported MCP client. Start by authenticating a user, then search funds, initiate investments, and review portfolios. The server communicates with Fabits production API to perform real actions like logging in, retrieving fund details, starting SIPs, and fetching portfolio data. Use the available tools to guide conversations and drive financial operations end-to-end.

Typical usage flows include logging in with a phone-based OTP, exploring fund options, starting a SIP or making a lump-sum investment, and then checking the user’s portfolio and transaction history. Your client will show status updates and prompt for any required steps such as e-mandate completion for SIPs.

How to install

Prerequisites you need before installing: Node.js and npm are required for building and running the MCP server.

# Install the MCP package globally (recommended)
npm install -g fabits-mcp

# Or install from source
# Clone repository
git clone <repository-url>
cd fabits-mcp

# Install dependencies
npm install

# Build the project
npm run build

Additional configuration and notes

Configure your MCP client to connect to Fabits production API at the endpoint https://apimywealth.fabits.com. Tokens are stored securely on disk and sessions auto-expire, prompting for re-authentication when needed. You can run the built executable or start the local source directly during development.

If you are running from source, you can start the server with the built entry point using Node.js. The explicit command shown below corresponds to running the local build.

Security and data handling

The MCP server connects directly to the production Fabits API and handles authentication tokens securely. No user data is logged by the MCP server beyond what is required for operation, and sessions rely on short-lived tokens for security.

Development

To develop and test locally, install dependencies, build, and run tests or execute the server locally.

Available tools

fabits_request_otp

Step 1: Request OTP to be sent to phone for authentication.

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.

fabits_search_funds

Search mutual funds by name or category.

fabits_get_fund_details

Get comprehensive information about a fund.

fabits_get_star_funds

Retrieve Fabits recommended funds.

fabits_invest_lumpsum

Execute a one-time investment into a fund.

fabits_start_sip

Start a monthly SIP for a fund.

fabits_redeem

Redeem fund units.

fabits_get_baskets

View investment baskets.

fabits_invest_basket

Invest in a diversified basket.

fabits_get_portfolio

View the complete portfolio.

fabits_get_basket_holdings

View holdings grouped by baskets.

fabits_get_sips

List active SIPs.

fabits_get_transactions

View transaction history.

fabits_cancel_sip

Cancel an active SIP.