INDmoney MCP

by VIckys-AI-Stuffs

772 downloads

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GitHub

About

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

Details

Author: VIckys-AI-Stuffs
Downloads: 772
Categories: Automation, Finance

- 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.

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:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name INDmoney MCP

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

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

JSON

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

JSON

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

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

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

JSON

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

JSON

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

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

From the repository

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.

Claude Desktop / Cursor

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

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

McpServers

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

INDmoney MCP Server

> A Model Context Protocol (MCP) 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. Uses browser automation for OTP login and network interception to capture live API data. Sessions are encrypted and persist across restarts.

---

What you can ask Claude

Once connected, you can ask things like:

- "Show me my stock holdings and P&L"
- "How are my mutual funds performing?"
- "What's my US stocks portfolio in INR?"
- "What's my outstanding credit card balance?"
- "Give me a full portfolio summary with asset allocation"
- "How much cash do I have in my savings accounts?"

---

Features

| | |
|---|---|
| 14 MCP tools | Status, connect, disconnect, holdings, MF, US stocks, gold, loans, credit cards, liquid, debt, summary, credit score, discover |
| Persistent sessions | AES-256-GCM encrypted session survives server restarts (12-hour TTL) |
| Two-level cache | In-memory (5 min) + disk (60 min) — subsequent queries are instant |
| Reliable fetching | Direct JWT Bearer calls + page-nav interception fallback |
| Read-only | No order placement, no fund transfers — portfolio data only |
| Type-safe | Pydantic models throughout; all responses are structured JSON |

---

Requirements

- Python 3.11+
- macOS / Linux / Windows (WSL2)
- Claude Desktop (or any MCP-compatible client)
- An INDmoney account

---

Installation

1. Clone and install

git clone https://github.com/VIckys-AI-Stuffs/indmoney-mcp-python.git cd indmoney-mcp-python python3.11 -m venv venv source venv/bin/activate # Windows: venv\Scripts\activate

pip install -e . python -m playwright install chromium

2. Generate an encryption key

The server encrypts your session on disk with AES-256-GCM. Generate a persistent key once and keep it — losing it means losing your saved session (you'll just need to log in again):

```bash
python3 -c "import secrets; print(secrets.token_hex(32))"

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About

Details

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Setting up with Highlight

From the repository

Claude Desktop / Cursor

McpServers

INDmoney MCP Server

What you can ask Claude

Features

Requirements

Installation

1. Clone and install

2. Generate an encryption key

Install

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