□ ** 概览**

Fi MCP(模式背景协议)为Fi Money平台的用户提供获取综合财务数据的机会. 这个MCP使开发者能够构建能够分析用户财务健康状况的应用程序,提供见解,并基于真实账户数据创建个性化的财务建议.

□ ** 可用工具**

**1. fetch_net_worth

** 目的**:利用连接账户的实际数据计算综合净值

** 使用案例**:

• 组合分析和资产分配见解
• 净值跟踪和可视化
• 财务健康评估
• 投资业绩分析
• 债务对资产比率计算

** 数据来源**:

• 银行账户余额
• 共同基金持有量和现值
• 印度证券组合持有量
• 美国股票投资(如果通过Fi Money app投资)
• EPF账户余额
• 信用卡债务和贷款余额
• 其他相关资产/负债

响应格式

抽样答复

** 错误处理**:

• 如果没有财务账户连接,则返回空结果
• 如未发现,敦促用户连接共同基金账户

Fi MCP Documentation

Overview

The Fi MCP (Model Context Protocol) provides access to comprehensive financial data for users of the Fi Money platform. This MCP enables developers to build applications that can analyze users’ financial health, provide insights, and create personalized financial recommendations based on real account data.

Available Tools

1. fetch_net_worth

Purpose: Calculate comprehensive net worth using actual data from connected accounts

Use Cases:

• Portfolio analysis and asset allocation insights
• Net worth tracking and visualization
• Financial health assessments
• Investment performance analysis
• Debt-to-asset ratio calculations

Data Sources:

• Bank account balances
• Mutual fund holdings and current values
• Indian stock portfolio holdings
• US stock investments (if invested through Fi Money app)
• EPF account balances
• Credit card debt and loan balances
• Other connected assets/liabilities

{
  "netWorthResponse": {
    "totalNetWorthValue": {
      "currencyCode": "string" // e.g. INR
      "units": "string" // e.g. total net worth amount
    },
    "assetValues": [
      {
        "netWorthAttribute": "string" // e.g. ASSET_TYPE_EPF
        "value": {
          "currencyCode": "string" // e.g. INR
          "units": "string" // e.g. individual asset value
        }
      }
      // Only one sample asset shown
    ]
  },
  "mfSchemeAnalytics": {
    "schemeAnalytics": [
      {
        "schemeDetail": {
          "amc": "string" // e.g. QUANT_MONEY_MANAGERS
          "nameData": {
            "longName": "string" // e.g. fund name
          },
          "planType": "string" // e.g. DIRECT
          "investmentType": "string" // e.g. OPEN
          "optionType": "string" // e.g. GROWTH
          "nav": {
            "currencyCode": "string" // e.g. INR
            "units": "string" // e.g. NAV whole part
            "nanos": "number" // e.g. NAV fractional part
          },
          "assetClass": "string" // e.g. EQUITY
          "isinNumber": "string" // e.g. INF123L01234
          "categoryName": "string" // e.g. ELSS_TAX_SAVING
          "fundhouseDefinedRiskLevel": "string" // e.g. VERY_HIGH_RISK
        },
        "enrichedAnalytics": {
          "analytics": {
            "schemeDetails": {
              "currentValue": {
                "currencyCode": "string"
                "units": "string"
                "nanos": "number"
              },
              "investedValue": {
                "currencyCode": "string"
                "units": "string"
                "nanos": "number"
              },
              "XIRR": "number" // e.g. % return
              "absoluteReturns": {
                "currencyCode": "string"
                "units": "string"
                "nanos": "number"
              },
              "unrealisedReturns": {
                "currencyCode": "string"