PyPI - faida-mcp - Versions diffs - 0.1.0__tar.gz - Mend

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+"""FaidaMCP — Kenya Investment and Capital Markets Tools (6 tools). All data DEMO."""
+from __future__ import annotations
+from typing import Optional
+from fastmcp import FastMCP
+mcp = FastMCP(name="faida-mcp", description="Kenya investment and capital markets guidance. DEMO data only.")
+@mcp.tool(name="treasury_bond_calculator", description="Kenya Treasury bond yield and return calculator. DEMO.")
+def treasury_bond_calculator(principal_kes: float, tenor_years: int = 10,
+                              coupon_rate_pct: Optional[float] = None) -> dict:
+    DEFAULT_RATES = {2: 13.5, 5: 14.2, 10: 14.8, 15: 15.1, 20: 15.5}
+    rate = coupon_rate_pct or DEFAULT_RATES.get(tenor_years, 14.5)
+    annual_coupon = principal_kes * rate / 100
+    total_coupons = annual_coupon * tenor_years
+    total_return = total_coupons + principal_kes
+    real_rate = rate - 6.5  # rough inflation adjustment (DEMO)
+    return {"source": "DEMO — CBK rates indicative Q2 2026", "principal_kes": principal_kes,
+            "tenor_years": tenor_years, "coupon_rate_pct": rate,
+            "annual_interest_kes": round(annual_coupon, 2),
+            "total_interest_kes": round(total_coupons, 2),
+            "total_return_kes": round(total_return, 2),
+            "real_return_est_pct": round(real_rate, 1),
+            "buy_via": "CBK DhowCSD portal: dhowordcsd.cbk.go.ke OR commercial bank",
+            "minimum": "KES 50,000", "tax": "WHT 15% on interest for residents",
+            "disclaimer": "DEMO — verify current yields at cbk.go.ke"}
+@mcp.tool(name="nse_equities_guide", description="Nairobi Securities Exchange guide for first-time investors. DEMO.")
+def nse_equities_guide(query: Optional[str] = None) -> dict:
+    GUIDE = {
+        "account_setup":   "Open CDS account at NSE-licensed stockbroker. ID + KES 1,000 minimum.",
+        "buy_process":     "Instruct broker (phone/app). Settlement T+3 days. Brokerage: 1.8–2.5% per trade.",
+        "key_indices":     "NSE 20 Share Index (top 20), NSE All Share Index (NASI), NSE 25 (broader)",
+        "segments":        "Main Investment Market (MIM), Alternative Investment Market (AIM), Growth Enterprise Market (GEMS)",
+        "top_sectors":     "Banking (KCB, Equity, Co-op), Telecoms (Safaricom), Energy (KenGen, KPLC), Agri (Kakuzi)",
+        "costs":           "Brokerage 1.8%, CDS levy 0.12%, NSE levy 0.12%, withholding tax 5% on dividends",
+        "diaspora":        "Diaspora investors welcome. CDSC foreign investor account. Remit via licensed dealer.",
+        "platforms":       "Mobile: EazyTrader (Equity), I-Trade (Faida Securities), NSE app (coming)",
+    }
+    if query:
+        q = query.lower()
+        matched = {k: v for k, v in GUIDE.items() if k in q or any(w in q for w in k.split("_"))}
+        return {"source": "DEMO — nse.co.ke", "query": query, "information": matched or GUIDE}
+    return {"source": "DEMO — nse.co.ke", "guide": GUIDE, "portal": "nse.co.ke"}
+@mcp.tool(name="unit_trust_comparison", description="Compare Kenya unit trust fund types and typical returns. DEMO.")
+def unit_trust_comparison(risk_profile: Optional[str] = "moderate") -> dict:
+    FUNDS = {
+        "money_market": {"risk": "low", "typical_return_pct": 13.5, "liquidity": "T+1 (next day)",
+                         "min_kes": 1000, "examples": ["CIC MMF", "Sanlam MMF", "ICEA Lion MMF"]},
+        "bond_fund":    {"risk": "low-moderate", "typical_return_pct": 14.5, "liquidity": "T+3",
+                         "min_kes": 5000, "examples": ["Old Mutual Bond Fund", "Britam Bond Plus"]},
+        "equity_fund":  {"risk": "high", "typical_return_pct": "8–20% (variable)", "liquidity": "T+5",
+                         "min_kes": 5000, "examples": ["GenAfrica Equity Fund", "CIC Equity Fund"]},
+        "balanced":     {"risk": "moderate", "typical_return_pct": "11–16% (variable)", "liquidity": "T+3",
+                         "min_kes": 5000, "examples": ["ICEA Lion Balanced Fund", "Sanlam Balanced Fund"]},
+        "real_estate":  {"risk": "moderate", "typical_return_pct": "9–14%", "liquidity": "Limited",
+                         "min_kes": 5000, "examples": ["ILAM Fahari I-REIT (NSE listed)"]},
+    }
+    if risk_profile:
+        risk_map = {"low": ["money_market","bond_fund"], "moderate": ["bond_fund","balanced"],
+                    "high": ["equity_fund","balanced"]}
+        relevant = {k: FUNDS[k] for k in risk_map.get(risk_profile.lower(), list(FUNDS.keys()))}
+        return {"source": "DEMO — RBA Kenya", "risk_profile": risk_profile, "funds": relevant,
+                "regulator": "Retirement Benefits Authority (RBA) regulates unit trusts",
+                "tax": "Dividends and capital gains generally exempt in regulated schemes"}
+    return {"source": "DEMO — RBA Kenya", "all_fund_types": FUNDS}
+@mcp.tool(name="diaspora_investment_guide", description="Investment options for Kenya diaspora. DEMO.")
+def diaspora_investment_guide(location: Optional[str] = None) -> dict:
+    return {"source": "DEMO — CBK, NSE, Treasury", "diaspora_location": location,
+            "options": [
+                {"name": "M-Akiba Retail Bond", "description": "CBK mobile-first Treasury bond via M-PESA",
+                 "min_investment": "KES 3,000", "yield": "~13-14%", "platform": "M-PESA"},
+                {"name": "NSE Equities", "description": "Buy Kenya stocks via licensed broker",
+                 "min_investment": "KES 1,000+", "platform": "NSE-licensed broker"},
+                {"name": "Unit Trusts", "description": "Pooled investment in MMF/bonds/equities",
+                 "min_investment": "KES 1,000", "remittance": "Via licensed FX dealer"},
+                {"name": "REITs", "description": "Real estate via ILAM Fahari I-REIT on NSE",
+                 "min_investment": "One share (~KES 5)", "liquidity": "NSE listed"},
+                {"name": "Infrastructure Bonds", "description": "Tax-free govt bonds for infrastructure",
+                 "yield": "~14-15%", "tax": "Interest tax-exempt for bonds issued before 2027"},
+                {"name": "Direct Property", "description": "Land/property (see ardhi-mcp + nyumba-mcp)",
+                 "note": "Non-citizen: leasehold only (max 99 years)"},
+            ],
+            "remittance_tip": "Use licensed money transfer operators. Report above USD 10,000 to CBK.",
+            "cds_account": "Open CDS at cdsc.co.ke for equity purchases"}
+@mcp.tool(name="nse_ipo_guide", description="Kenya Initial Public Offering (IPO) participation guide. DEMO.")
+def nse_ipo_guide() -> dict:
+    return {"source": "DEMO — NSE", "how_to_participate": [
+                "1. Monitor NSE announcements at nse.co.ke",
+                "2. Get a CDS account if you don't have one",
+                "3. Obtain prospectus from lead transaction advisor",
+                "4. Complete application form via stockbroker or mobile platform",
+                "5. Payment via M-PESA/RTGS by closing date",
+                "6. Allocation letter + shares credited to CDS within 10 working days",
+            ],
+            "recent_history": "Kenya's IPO market has been quiet (2020-2025). Keep watching NSE.",
+            "min_allocation": "Usually KES 2,500–5,000 (varies per IPO)",
+            "tip": "Safaricom IPO (2008) remains Kenya's largest. Future candidates: NTSA, KPLC privatisation."}
+@mcp.tool(name="financial_literacy_kenya", description="Kenya personal finance fundamentals and glossary. DEMO.")
+def financial_literacy_kenya(topic: Optional[str] = None) -> dict:
+    TOPICS = {
+        "emergency_fund":  "3-6 months expenses in money market fund (liquid, earning ~13%). Before any investing.",
+        "debt_first":      "Pay high-interest debt (credit cards 36%+, Fuliza 9% pm) before investing.",
+        "compound_interest":"At 14% return: KES 10K monthly → KES 2.5M in 10 years. Start early.",
+        "diversification": "Spread across: money market (liquid), bonds (stable), equities (growth). 70/20/10 for beginners.",
+        "m_pesa_savings":  "M-Shwari (CBA) and KCB M-PESA earn 7-8%. Good for emergency fund tier.",
+        "sacco_vs_bank":   "SACCO loans: 12-14% pa. Bank loans: 14-18% pa. SACCO savings: 8-12%. Better rates.",
+        "budget_rule":     "50/30/20: 50% needs, 30% wants, 20% savings/investments. Adjust for Kenya realities.",
+    }
+    if topic:
+        t = topic.lower()
+        matched = {k: v for k, v in TOPICS.items() if k in t or any(w in t for w in k.split("_"))}
+        return {"source": "DEMO", "topic": topic, "guidance": matched or TOPICS}
+    return {"source": "DEMO", "financial_literacy_topics": TOPICS}

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+Metadata-Version: 2.4
+Name: faida-mcp
+Version: 0.1.0
+Summary: MCP server for Kenya investment and capital markets — Treasury bonds, NSE equiti
+License: MIT
+Requires-Python: >=3.10
+Description-Content-Type: text/markdown
+Requires-Dist: fastmcp>=0.9
+# faida-mcp
+MCP server for Kenya investment and capital markets — Treasury bonds, NSE equities, unit trusts, diaspora investment guide, IPO participation, financial literacy. 6 tools.

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+[build-system]
+requires = ["setuptools>=68", "wheel"]
+build-backend = "setuptools.build_meta"
+[project]
+name = "faida-mcp"
+version = "0.1.0"
+description = "MCP server for Kenya investment and capital markets — Treasury bonds, NSE equiti"
+readme = "README.md"
+license = { text = "MIT" }
+requires-python = ">=3.10"
+dependencies = ["fastmcp>=0.9"]
+[project.scripts]
+faida-mcp = "faida_mcp.server:mcp.run"
+[tool.setuptools.packages.find]
+where = ["src"]

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+[egg_info]
+tag_build =
+tag_date = 0

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+Metadata-Version: 2.4
+Name: faida-mcp
+Version: 0.1.0
+Summary: MCP server for Kenya investment and capital markets — Treasury bonds, NSE equiti
+License: MIT
+Requires-Python: >=3.10
+Description-Content-Type: text/markdown
+Requires-Dist: fastmcp>=0.9
+# faida-mcp
+MCP server for Kenya investment and capital markets — Treasury bonds, NSE equities, unit trusts, diaspora investment guide, IPO participation, financial literacy. 6 tools.

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+README.md
+pyproject.toml
+src/faida_mcp/__init__.py
+src/faida_mcp/server.py
+src/faida_mcp.egg-info/PKG-INFO
+src/faida_mcp.egg-info/SOURCES.txt
+src/faida_mcp.egg-info/dependency_links.txt
+src/faida_mcp.egg-info/entry_points.txt
+src/faida_mcp.egg-info/requires.txt
+src/faida_mcp.egg-info/top_level.txt

	@@ -0,0 +1,2 @@
1	+ # faida-mcp
2	+ MCP server for Kenya investment and capital markets — Treasury bonds, NSE equities, unit trusts, diaspora investment guide, IPO participation, financial literacy. 6 tools.

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1	+ """MCP server for faida-mcp."""
2	+ __version__ = "0.1.0"

	@@ -0,0 +1,2 @@
1	+ [console_scripts]
2	+ faida-mcp = faida_mcp.server:mcp.run

	@@ -0,0 +1 @@
1	+ faida_mcp

faida-mcp 0.1.0__tar.gz