Content
# smallcase-mcp
> # ⚠️ UNOFFICIAL — this is NOT the official smallcase MCP
>
> This is an **independent, community-built** project. It is **NOT** built,
> authorized, endorsed, sponsored, or supported by **smallcase**, it is **NOT**
> "the smallcase MCP," and it uses **no official smallcase API**. "smallcase" is a
> trademark of its respective owner. It reads smallcase's **public website
> endpoints** (not the official [smallcase Gateway](https://developers.gateway.smallcase.com)
> API), which can change or break at any time. Provided for informational/research
> use only — **not investment advice**, and not an official data source. Some data
> (notably **past returns**) is shown in smallcase's own UI behind a consent step
> ("as per applicable guidelines"); use at your own discretion. All data © smallcase
> and the respective publishers.
A **read-only** [MCP](https://modelcontextprotocol.io) server that exposes
[smallcase](https://www.smallcase.com)'s **public** discovery data — the catalog of
published smallcases, their returns, risk metrics, rationale, rebalance schedule, plus
stocks, mutual funds and curated collections — to any LLM or agent (Claude Desktop,
Claude Code, Cursor, …).
No API key. No browser. No login. Just clean HTTP over the endpoints the public
smallcase.com website already calls for logged-out visitors.
## What it can and can't do
| ✅ Available (public) | ❌ Not available (gated by smallcase) |
|---|---|
| Search/list the full catalog of published smallcases | Constituents / holdings + weights |
| CAGR, returns (1D → 5Y, since inception) | Rebalance *constituent history* |
| Risk metrics (volatility, sharpe, beta, cap split, 52w hi/lo) | Your personal portfolio / investments |
| Minimum investment, monthly subscription price | Placing orders / any transaction |
| Rationale, rebalance *schedule*, publisher info | |
## Tools
| Tool | Description |
|---|---|
| `search_smallcases(query, volatility, min_amount, max_amount, sort, limit, include_private)` | Search/screen published smallcases. Text match on name/description/publisher, `volatility` = low/medium/high, min/max investment, `sort` = popularity \| min_amount \| returns \| recently_rebalanced. `include_private=true` also surfaces schemes **closed to new investors** (marked `private`), which smallcase hides from public discovery. |
| `get_smallcase(scid)` | Full detail for one smallcase by SCID (e.g. `SCET_0005`): returns, risk, rationale, methodology, and `flags` (active / blocked / private). Works for private schemes too if you know the SCID. |
| `compare_smallcases(scids)` | Side-by-side of 2–5 smallcases (returns / risk / min investment). |
| `get_rebalance_schedule(scid)` | Rebalance cadence and last/next rebalance dates for a smallcase. |
| `list_managers(page, page_size)` | List smallcase publishers / research houses. |
| `search_stocks(query, limit)` | Search stocks in smallcase's public universe (name / ticker / sector). |
| `search_mutual_funds(query, limit)` | Search mutual funds (name / AMC / category). |
| `list_collections(query, limit)` | List curated smallcase collections (themed groupings). |
Example prompts once connected: *"find low-volatility gold smallcases under ₹5000"*,
*"compare SCET_0005 and the top smallcase by returns"*, *"what's the rationale behind SCET_0005?"*,
*"when does SCET_0005 next rebalance?"*, *"search bank stocks"*, *"show me energy mutual funds"*.
## Install
The package is on [PyPI](https://pypi.org/project/smallcase-mcp/) — no clone, no
path, no API key. Any MCP client can launch it with `uvx`.
### Claude Code (one-liner)
```bash
claude mcp add -s user smallcase -- uvx smallcase-mcp@latest
```
### Claude Desktop
```json
{
"mcpServers": {
"smallcase": {
"command": "uvx",
"args": ["smallcase-mcp@latest"]
}
}
}
```
### Any other MCP client
Point it at the stdio command:
```bash
uvx smallcase-mcp
```
`@latest` makes uvx resolve the newest release instead of reusing a cached one.
## Development
Only needed if you want to hack on the server itself:
```bash
git clone https://github.com/Pragadeesh122/smallcase-mcp.git
cd smallcase-mcp
uv sync
uv run python tests/test_live.py # live-API checks
uv run python tests/test_mcp_protocol.py # full MCP handshake over stdio
```
To run your local checkout as the server instead of the PyPI build:
```bash
claude mcp add -s user smallcase -- uv --directory /path/to/smallcase-mcp run smallcase-mcp
```
## Stack
Python 3.11+ · [MCP Python SDK (FastMCP)](https://github.com/modelcontextprotocol/python-sdk) · `httpx`.
## License
[MIT](LICENSE). Not affiliated with smallcase. See the notice at the top of this file and in the LICENSE.
