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INDmoney MCP Server

@VIckys-AI-Stuffs

Repository

Basic information

Category

Browser Automation

Transports

stdio

Author

VIckys-AI-Stuffs

Submitted by

Vickyms Muthu

About INDmoney MCP Server

Give Claude AI read-only access to your entire INDmoney portfolio. Fetch Indian stocks, mutual funds, US stocks, gold, credit cards, loans, savings, and Experian credit score — all from Claude Desktop. Uses Playwright browser automation with OTP login and AES-256-GCM encrypted pe

#finance#india#portfolio#stocks#mutual-funds#indmoney#playwright#claude

INDmoney MCP Server config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "indmoney": {
      "command": "python",
      "args": [
        "-m",
        "mcp_server.main"
      ],
      "env": {
        "PYTHONUNBUFFERED": "1",
        "SESSION_ENCRYPTION_KEY": "<your-32-byte-hex-key>"
      }
    }
  }
}

INDmoney MCP Server tools

Tool list not available yet

This listing does not currently have a tool list to display. This does not mean the server has no tools; check its documentation for supported capabilities.

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

What is INDmoney MCP?

INDmoney MCP is a Model Context Protocol server that gives Claude read-only access to your INDmoney portfolio — stocks, mutual funds, US stocks, gold, credit cards, liquid savings, loans, and debt. Built with Python + Playwright, it uses browser automation for OTP login and network interception to capture live API data, with encrypted sessions that persist across restarts.

How to use INDmoney MCP?

After installing Python 3.11+, cloning the repository, creating a venv, and installing dependencies (including Playwright Chromium), generate a 32‑byte hex encryption key and configure Claude Desktop’s claude_desktop_config.json with the absolute path to the virtual environment’s Python interpreter, the server script, and the SESSION_ENCRYPTION_KEY in the env block. Restart Claude Desktop, then ask to connect to INDmoney; Claude will open a browser for OTP login, after which you can query portfolio data using any of the 14 MCP tools.

Key features of INDmoney MCP

  • 14 MCP tools for status, connect, disconnect, and portfolio data.
  • AES-256-GCM encrypted persistent sessions with 12-hour TTL.
  • Two-level cache (in-memory 5 min + disk 60 min) for instant subsequent queries.
  • Reliable fetching via direct JWT Bearer calls and page-nav interception fallback.
  • Read-only — no order placement or fund transfers.
  • Type-safe with Pydantic models; all responses are structured JSON.

Use cases of INDmoney MCP

  • Ask Claude for your stock holdings with current P&L.
  • Query mutual fund performance including XIRR.
  • Check your US stocks portfolio value in INR.
  • Get a full portfolio summary with asset allocation and total invested vs current value.
  • View outstanding credit card balances, due dates, and credit score.

Frequently asked questions

1

What data can I access through this server?

You can access your Indian stock holdings, mutual funds, US stocks, gold, liquid savings/cash, credit cards, loans, debt instruments, and Experian credit score — all read-only.

2

Do I need to keep any credentials in the config?

No. OTP is entered manually in the browser window opened by Playwright; the server only extracts the JWT from cookies. No credentials are stored in the configuration.

3

What runtime dependencies are required?

Python 3.11+, Playwright with Chromium, and a MCP‑compatible client (e.g., Claude Desktop). Works on macOS, Linux, and Windows (WSL2).

4

How are sessions persisted and encrypted?

Sessions are saved to disk encrypted with AES-256-GCM. The encryption key is provided via the `SESSION_ENCRYPTION_KEY` environment variable. Sessions have a configurable TTL (default 12 hours) and survive server restarts.

5

Can the server place trades or modify my account?

No. The server is explicitly read-only — there are no tools for placing orders, transferring funds, or modifying your INDmoney account.

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