Meta Investment connector for AI assistants

If you use Claude, you can add the Meta Investment connector. Claude can then use our calculators and guides when you ask about SIPs, goals, retirement or NPS, and show where the numbers come from.

Tools

Calculations use the same formulas as the calculators on this site.

• SIP growth: what a monthly SIP could grow to, at the return you choose.
• Step-up SIP: the same, with the SIP rising by a fixed percentage each year.
• SIP for a goal: the monthly SIP needed to reach an amount by a date.
• Retirement corpus: how much you may need at retirement, from your monthly expenses, and the SIP to get there.
• NPS exit: the lump sum and annuity split at exit, by NPS model, age and corpus.
• Guide search: finds and links the guides on metainvestment.in.
• Product explainers: NPS, mutual fund SIPs, NCDs and bonds, PMS and GIFT City funds in general terms.
• Callback request: asks Meta Investment to contact you, only after you have seen and confirmed your details.

What it doesn't do

• It doesn't recommend a fund, scheme or portfolio, or tell you what to buy.
• It can't see your investments, KYC or any account, and it can't make transactions.
• Figures are projections from the return you enter. They are not guaranteed.

How to add it to Claude

1. In Claude (claude.ai or the Claude app), open Settings, then Connectors.
2. Choose "Add custom connector".
3. Enter the name Meta Investment and this URL: https://metainvestment.in/mcp/
4. Leave the authentication settings empty and save.
5. Start a new chat and ask one of the questions below.

Claude asks your permission before it uses the connector. Which Claude plans can add custom connectors is up to Anthropic.

Try it

Starting with "Using Meta Investment" makes the assistant use the connector instead of working the numbers out itself.

• Using Meta Investment, how much will a ₹10,000 monthly SIP grow to in 15 years at 12% a year? Copy
• Using Meta Investment, how much SIP do I need each month to reach ₹1 crore in 15 years at 12%? Copy
• Using Meta Investment, if I start a ₹5,000 SIP and raise it by 10% every year, what could it grow to in 20 years at 12%? Copy
• Using Meta Investment, I'm 35 and spend ₹60,000 a month. With 6% inflation and 12% returns, how much would I need to retire at 60? Copy
• Using Meta Investment, I am 60 with ₹50 lakh in NPS (All Citizen, 20 years). How would exit work at a 6.5% annuity rate? Copy
• Using Meta Investment, find your guides for NRIs investing in mutual funds in India. Copy

Other AI assistants

Any AI assistant that supports custom MCP connectors can use the same address, with no login: https://metainvestment.in/mcp/

Reference codes

Each calculation comes with a reference code such as MI-7K3Q. If you message us on WhatsApp with the code, we can see the numbers you worked out, so you don't need to repeat them. Codes expire after 30 days. Message Meta Investment on WhatsApp.

Privacy

• The connector needs no login and asks for no personal details for calculations or guides.
• With each reference code we keep the calculation (inputs and result) for 30 days, without your name or number.
• We keep anonymous usage statistics: which tools are used and how often, never names, phone numbers or email addresses.
• A callback request sends the details you confirmed (name, WhatsApp number, city, topic) to Meta Investment, used only to contact you about it.

Privacy policy · Facts about Meta Investment

Meta Investment is an AMFI-registered Mutual Fund Distributor (ARN-129322), an APMI-registered PMS Distributor (APRN01448) and an NPS Pension Agent, not a SEBI-registered Investment Adviser. Answers from the connector are general information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.