Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| KITE_API_KEY | Yes | Your Zerodha API Key (also called Consumer Key) | |
| KITE_API_SECRET | Yes | Your Zerodha API Secret (also called Consumer Secret) |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| initiate_login | Start the Zerodha login flow by opening the login URL in a browser and starting a local server to handle the redirect |
| get_request_token | Get the current request token after login redirect |
| get_holdings | Get user's holdings/portfolio |
| get_positions | Get user's positions |
| get_margins | Get account margins |
| place_order | Place an order on Zerodha Args: tradingsymbol: Trading symbol (e.g., 'INFY') exchange: Exchange (NSE, BSE, NFO, etc.) transaction_type: BUY or SELL quantity: Number of shares/units product: Product code (CNC, MIS, NRML) order_type: Order type (MARKET, LIMIT, SL, SL-M) price: Price for LIMIT orders trigger_price: Trigger price for SL orders |
| get_quote | Get quote for symbols Args: symbols: List of symbols (e.g., ['NSE:INFY', 'BSE:RELIANCE']) |
| get_historical_data | Get historical data for an instrument Args: instrument_token: Instrument token from_date: From date (format: 2024-01-01) to_date: To date (format: 2024-03-13) interval: Candle interval (minute, day, 3minute, etc.) |
| check_and_authenticate | Check if Kite is authenticated and initiate authentication if needed. Returns the authentication status and any relevant messages. |
| get_mf_orders | Get all mutual fund orders |
| place_mf_order | Place a mutual fund order Args: tradingsymbol: Trading symbol (e.g., 'INF090I01239') transaction_type: BUY or SELL amount: Amount to invest or redeem tag: Optional tag for the order |
| cancel_mf_order | Cancel a mutual fund order Args: order_id: Order ID to cancel |
| get_mf_instruments | Get all available mutual fund instruments |
| get_mf_holdings | Get user's mutual fund holdings |
| get_mf_sips | Get all mutual fund SIPs |
| place_mf_sip | Place a mutual fund SIP (Systematic Investment Plan) Args: tradingsymbol: Trading symbol (e.g., 'INF090I01239') amount: Amount per instalment instalments: Number of instalments (minimum 6) frequency: weekly, monthly, or quarterly initial_amount: Optional initial amount instalment_day: Optional day of month/week for instalment (1-31 for monthly, 1-7 for weekly) tag: Optional tag for the SIP |
| modify_mf_sip | Modify a mutual fund SIP Args: sip_id: SIP ID to modify amount: New amount per instalment frequency: New frequency (weekly, monthly, or quarterly) instalments: New number of instalments instalment_day: New day of month/week for instalment status: SIP status (active or paused) |
| cancel_mf_sip | Cancel a mutual fund SIP Args: sip_id: SIP ID to cancel |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |