MF APIs for Developers - Anvitra Atlas

Build custom client portals, transaction pipelines, and reporting dashboards with REST APIs that connect directly to BSE/NSE MFSS, KFin, and CAMS. Clean responses, consistent error handling, and webhooks for every state change.

What you can build

Client Onboarding

e-KYC via Aadhaar OTP or biometric, PAN validation, and folio linking — all through a single API flow. Generate mandate forms and set up NACH e-Mandates programmatically.

Transactions

Execute purchases, redemptions, switches, SIP registrations, and STP/SWP setups. Direct integration with BSE/NSE MFSS for order routing and status tracking.

Portfolio & Reporting

Fetch real-time portfolio valuations, NAV data, capital gains statements, and XIRR reports. Generate client-ready PDFs with your branding through the API.

Webhooks

Subscribe to real-time events — transaction status changes, SIP registrations, mandate approvals, NAV updates, and KYC status changes. Reliable delivery with retry and dead-letter queues.

Scheme Database

Access the complete AMFI scheme master with NAV history, expense ratios, AUM, and fund manager details. Filter by category, AMC, or performance metrics.

Compliance & Audit

Generate compliance reports, audit trails, and suitability assessments through the API. Every transaction is logged with timestamps, IP addresses, and client consent records.

Quick start

Authentication

All API requests require an API key. You can generate keys from the Atlas dashboard under Settings → API Keys.

cURL
Python
JavaScript

curl https://api.anvitra.ai/v1/investors \
  -H "Authorization: Bearer atlas_sk_8a2f..." \
  -H "Content-Type: application/json"

from atlas import Atlas

client = Atlas(api_key="atlas_sk_8a2f...")

import { Atlas } from '@anvitra/atlas-sdk';

const client = new Atlas({ apiKey: 'atlas_sk_8a2f...' });

Onboard an investor

Create a new investor with e-KYC and link their existing folios.

cURL
Python
JavaScript

curl -X POST https://api.anvitra.ai/v1/investors \
  -H "Authorization: Bearer atlas_sk_8a2f..." \
  -H "Content-Type: application/json" \
  -d '{
    "pan": "ABCDE1234F",
    "kyc_mode": "aadhaar_otp",
    "email": "[email protected]",
    "mobile": "+919876543210",
    "date_of_birth": "1985-03-15"
  }'

investor = client.investors.create(
    pan="ABCDE1234F",
    kyc_mode="aadhaar_otp",
    email="[email protected]",
    mobile="+919876543210",
    date_of_birth="1985-03-15"
)

print(f"Investor {investor.id} created — KYC: {investor.kyc_status}")

const investor = await client.investors.create({
  pan: 'ABCDE1234F',
  kycMode: 'aadhaar_otp',
  email: '[email protected]',
  mobile: '+919876543210',
  dateOfBirth: '1985-03-15'
});

console.log(`Investor ${investor.id} — KYC: ${investor.kycStatus}`);

Execute a SIP transaction

cURL
Python
JavaScript

curl -X POST https://api.anvitra.ai/v1/transactions \
  -H "Authorization: Bearer atlas_sk_8a2f..." \
  -H "Content-Type: application/json" \
  -d '{
    "investor_id": "inv_8a2f3b8e",
    "scheme_code": "120503",
    "amount": 15000,
    "type": "SIP",
    "frequency": "monthly",
    "installments": 120,
    "mandate_id": "mand_9c1d..."
  }'

tx = client.transactions.create(
    investor_id="inv_8a2f3b8e",
    scheme_code="120503",
    amount=15000,
    type="SIP",
    frequency="monthly",
    installments=120,
    mandate_id="mand_9c1d..."
)

print(f"Transaction {tx.id} — {tx.status} via BSE MFSS")

const tx = await client.transactions.create({
  investorId: 'inv_8a2f3b8e',
  schemeCode: '120503',
  amount: 15000,
  type: 'SIP',
  frequency: 'monthly',
  installments: 120,
  mandateId: 'mand_9c1d...'
});

console.log(`Transaction ${tx.id} — ${tx.status} via BSE MFSS`);

cURL
Python
JavaScript

curl -X POST https://api.anvitra.ai/v1/webhooks \
  -H "Authorization: Bearer atlas_sk_8a2f..." \
  -H "Content-Type: application/json" \
  -d '{
    "url": "https://your-app.com/webhooks/atlas",
    "events": [
      "transaction.status_changed",
      "mandate.approved",
      "kyc.status_changed",
      "nav.updated"
    ]
  }'

webhook = client.webhooks.create(
    url="https://your-app.com/webhooks/atlas",
    events=[
        "transaction.status_changed",
        "mandate.approved",
        "kyc.status_changed",
        "nav.updated"
    ]
)

const webhook = await client.webhooks.create({
  url: 'https://your-app.com/webhooks/atlas',
  events: [
    'transaction.status_changed',
    'mandate.approved',
    'kyc.status_changed',
    'nav.updated'
  ]
});

API endpoints overview

Endpoint	Method	Description
`/v1/investors`	`GET` `POST`	List and create investors
`/v1/investors/:id`	`GET` `PATCH`	Retrieve and update investor details
`/v1/investors/:id/folios`	`GET`	List folios linked to an investor
`/v1/transactions`	`GET` `POST`	List and create transactions
`/v1/transactions/:id`	`GET`	Get transaction status and details
`/v1/portfolios/:id`	`GET`	Get portfolio valuation and holdings
`/v1/schemes`	`GET`	Search AMFI scheme master
`/v1/schemes/:code/nav`	`GET`	Get current and historical NAV
`/v1/mandates`	`GET` `POST`	List and create NACH e-Mandates
`/v1/webhooks`	`GET` `POST`	Manage webhook subscriptions
`/v1/reports`	`POST`	Generate compliance and client reports

FAQ

What are the API rate limits?

Standard plans include 1,000 requests per minute and 50,000 requests per day. Enterprise plans offer custom rate limits. All responses include X-RateLimit-Remaining and X-RateLimit-Reset headers.

Which transaction platforms are supported?

Atlas integrates with BSE StarMF and NSE MFSS for order routing. Both platforms are available through the same API — just specify the platform parameter in your transaction request.

Are SDKs available?

Yes. Official SDKs are available for Python (pip install atlas-sdk), JavaScript (npm install @anvitra/atlas-sdk), and Go (go get github.com/anvitra/atlas-sdk-go). All SDKs are open source.

How does webhook delivery work?

Atlas sends HTTPS POST requests to your registered webhook URL with a JSON payload. Failed deliveries are retried with exponential backoff for up to 24 hours. Each webhook includes an X-Atlas-Signature header for verification.

Is there a sandbox environment?

Yes. Use atlas_sk_test_... keys against https://api.sandbox.anvitra.ai for testing. The sandbox mirrors production behavior with mock data — no real transactions are executed.

​What you can build

Client Onboarding

Transactions

Portfolio & Reporting

Webhooks

Scheme Database

Compliance & Audit

​Quick start

​Authentication

​Onboard an investor

​Execute a SIP transaction

​Subscribe to webhooks

​API endpoints overview

​FAQ