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 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 server that exposes smallcase'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 — no clone, no path, no API key. Any MCP client can launch it with uvx.

Claude Code (one-liner)

claude mcp add -s user smallcase -- uvx smallcase-mcp@latest

Claude Desktop

{
  "mcpServers": {
    "smallcase": {
      "command": "uvx",
      "args": ["smallcase-mcp@latest"]
    }
  }
}

Any other MCP client

Point it at the stdio command:

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:

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:

claude mcp add -s user smallcase -- uv --directory /path/to/smallcase-mcp run smallcase-mcp

Stack

Python 3.11+ · MCP Python SDK (FastMCP) · httpx.

License

MIT. Not affiliated with smallcase. See the notice at the top of this file and in the LICENSE.