Financegenius.ai

by sbanerjee1875

304 downloads
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GitHub

About

FinanceGenius.AI is India's first AI-native financial product MCP server. 15 read-only tools that any MCP-compatible AI client (Claude Desktop, Cursor, Continue, etc.) can use to:

Details

Author
sbanerjee1875
Downloads
304
Categories
Other, Knowledge Base

- 15 read‑only tools for Indian financial products
- Search credit cards, loans, FDs, mutual funds, insurance
- Side‑by‑side comparison (2–4 products) with diff tables
- Calculators: EMI (amortization), SIP, CAGR, FD maturity, income tax (FY 2025‑26)
- Live NSE/BSE stock quotes and popular stocks dashboard
- AMFI mutual fund NAV lookup by scheme code
- Hybrid‑RAG explainers over brochures, regulatory guides, product DB
- Best FD finder by net‑of‑tax yield for a given tenure + tax slab
- Best credit card finder for a given spending pattern

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

  1. Download and install Highlight from highlightai.com/download
  2. Navigate to the plugins tab and select "Add Custom Plugin"
  3. Configure the plugin with the settings below
    Plugin Name Financegenius.ai
    Command (node, npx, python, etc.)

    Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.

  4. Enable "Start Automatically" if you want the plugin to start when Highlight launches

From the repository

The server is free and requires no authentication. It can be installed or invoked by any MCP‑compatible AI client; no specific configuration keys or commands are documented beyond client-side MCP setup.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "financegenius.ai": {
            "financegenius": {
                "url": "https://mcp.financegenius.ai/mcp/",
                "transport": "streamable-http"
            }
        }
    }
}

McpServers

{
    "financegenius": {
        "url": "https://mcp.financegenius.ai/mcp/",
        "transport": "streamable-http"
    }
}

FinanceGenius.AI is India's first AI-native financial product MCP server. 15 read-only tools that any MCP-compatible AI client (Claude Desktop, Cursor, Continue, etc.) can use to:

• Search Indian credit cards, personal/home/car loans, fixed deposits, mutual funds, and insurance from major Indian institutions
• Compare 2-4 products side-by-side with diff tables
• Run calculators: EMI (with amortization), SIP, CAGR, FD maturity, Indian income tax (FY 2025-26, old vs new regime)
• Get live NSE/BSE stock quotes by symbol or popular stocks dashboard
• Look up AMFI mutual fund NAVs by scheme code
• Get plain-language explainers of Indian financial concepts via hybrid-RAG over product brochures + regulatory guides + live product DB
• Find the best FD by net-of-tax yield for a given tenure + tax slab
• Find the best credit card for a given spending pattern

Free, no auth, rate-limited at the edge. Bias-disclosed: FinMall.AI earns the same trail commission across all products listed; rankings are user-economics first, no pay-to-rank.

Powered by FinMall.AI — India's AI-native financial marketplace.

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