{"@context":"https://schema.org","@type":"FAQPage","mainEntity":[{"@type":"Question","name":"What is Fi MCP?","acceptedAnswer":{"@type":"Answer","text":"Fi MCP (Model Context Protocol) or Fi Net Worth MCP is the India’s first personal finance tool designed to plug your entire financial life, investments, loans etc., into AI assistants like Claude, Cursor, or Windsurf. It gives you the power to ask deeply personal questions about your portfolio and get personalised answers instantly."}},{"@type":"Question","name":"Is Fi MCP secure?","acceptedAnswer":{"@type":"Answer","text":"\n The communication between the AI assistant and Fi MCP uses HTTPS/TLS to encrypt the data in transit.\n
\n Access to the MCP server is granted only after a Passcode-based authentication. Once authenticated, the AI\n assistant receives a temporary token to access the financial data. This token is short-lived and invalidated\n automatically after a brief period of time.\n
\n Additionally, we regularly conduct independent security audits and third-party penetration tests to proactively\n identify security issues, validate security controls, and ensure the highest security standards for our application and infrastructure.\n\n "}},{"@type":"Question","name":"Is Fi MCP currently in beta?","acceptedAnswer":{"@type":"Answer","text":"Yes, Fi MCP is in beta. We're gradually rolling it out to gather feedback and improve the experience. You might see some features evolving as we fine-tune things based on what users like you tell us."}},{"@type":"Question","name":"Who is Fi MCP for?","acceptedAnswer":{"@type":"Answer","text":"Currently, it's built for developers and power users who are comfortable coding, using developer environments (like Cursor), or configuring AI assistants like Claude. It’s ideal for those who want to control and to analyse their finances like never before."}},{"@type":"Question","name":"What AI assistants can I use Fi MCP with?","acceptedAnswer":{"@type":"Answer","text":"\n You can connect Fi MCP with all MCP-compliant AI assistants like:\n

Claude
Cursor
Windsurf
Any other AI assistant that supports MCPs

\n
\n The latest desktop version of these AI assistants will be needed to use Fi MCP.\n "}},{"@type":"Question","name":"What kind of financial data is available via MCP?","acceptedAnswer":{"@type":"Answer","text":"\n Fi MCP can share:\n

Mutual Fund Holdings and Transactions
Indian Stocks Holdings and Transactions
US Stocks Holdings and Transactions
Bank Balances
Existing and Closed Credit Cards
Existing and Closed Loans (home, personal, etc.)
FDs, EPF, NPS
Real estate
Gold
ESOPs and more
(Coming Soon) All your expenses across all bank accounts

\n "}},{"@type":"Question","name":"How often is the data updated?","acceptedAnswer":{"@type":"Answer","text":"On the Fi app, you can refresh your financial data anytime. Via Fi MCP, data is refreshed using regular authorisations and is as fresh as you already see on the Fi app."}},{"@type":"Question","name":"Is my data safe?","acceptedAnswer":{"@type":"Answer","text":"\n Yes. We employ industry-leading encryption for data in transit and at rest, multi-factor authentication, robust\n access controls, regular security audits, and adherence to stringent cybersecurity frameworks to protect your\n data within the Fi MCP Server. You're advised not to access Fi MCP from public/shared devices to protect your confidentiality.\n
\n Once you are connected with the AI assistants, the conversations are between you and your AI and Fi is not privy to any of that\n information. Hence, it is important that you share your data with only trusted AI assistants.\n
\n Fi does not own, operate, or control these AI assistants and is not responsible for their outputs or actions.\n Any interaction with the AI assistants cannot be accessed or stored by Fi. Use of this service is entirely at your own\n discretion and risk. Fi assumes no liability once data is transmitted. You can read the complete \n Terms & Conditions here.\n "}}]}

Turn any AI into your financial co-pilot