Skip to main content
ManagedFunds.nz

ManagedFundsNZ MCP server

Read-only Model Context Protocol server for NZ retail managed-fund data. Connect any MCP-compatible AI client and query fees / returns / holdings / strategy conversationally.

https://managedfunds.nz/.netlify/functions/mcp

Install

Cursor

Install in Cursor →

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json (Mac) or %APPDATA%\\Claude\\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "managedfunds-nz": {
      "url": "https://managedfunds.nz/.netlify/functions/mcp"
    }
  }
}

Goose CLI

goose configure add-mcp managedfunds-nz --url=https://managedfunds.nz/.netlify/functions/mcp

Tools

  • list_categories

    List asset-class categories (NZ equities / global equities / multi-asset / etc.).

  • list_managers

    List 30+ NZ retail managed-fund managers.

  • list_schemes

    List schemes (legal vehicle layer) registered with FMA Disclose.

  • search_funds

    Search 150+ retail managed funds by name, manager, or category.

  • get_fund

    Fetch a specific fund's fees, returns, holdings, and risk indicator.

  • get_fund_holdings

    Get the latest holdings disclosure for a fund.

  • get_manager

    Get manager profile + fund range + AUM (where available).

  • get_scheme

    Get scheme detail + fund-list under that scheme.

  • compare_funds

    Side-by-side compare two funds on fees, returns, risk, strategy.

Try it

  • • "Compare Booster Wealth Growth and Pathfinder Ethical Growth on fees and 5y returns"
  • • "List all NZ-equity managed funds with MER under 0.6%"
  • • "Get holdings for Milford Active Growth"
  • • "Search funds matching 'global ethical'"

Notes

  • Data sourced from FMA Disclose, manager PDSes, Sorted Smart Investor (cross-validation).
  • Read-only, anonymous, no rate limit in v0.
  • ManagedFundsNZ is not a Financial Advice Provider. Content is information only, not personal financial advice.