Zerodha MCP Server & Client

A Python-based trading assistant that connects to a Zerodha MCP server to help users manage their trading account.

Features

• Account Management: Manage Zerodha trading account, orders, and positions

• Interactive Chat Interface: Natural language interface for trading operations

• MCP Integration: Built on the Model Context Protocol for standardized communication

• Zerodha API Integration: Uses Zerodha's API to interact with the trading platform

• Google ADK Agent: Uses Google ADK Agent to interact with the trading platform

Tech Stack

• Protocol: Model Context Protocol (MCP)

• Agent Framework:

  • Google ADK

Tools

• Place Orders: Place orders in the trading platform

• Modify Orders: Modify orders in the trading platform

• Cancel Orders: Cancel orders in the trading platform

• Get Orders: Get orders in the trading platform

• Get Order History: Get order history in the trading platform

• Get Order Trades: Get order trades in the trading platform

• Get Margins: Get margins in the trading platform

• Get Holdings: Get holdings in the trading platform

• Get Positions: Get positions in the trading platform

• Get User Profile: Get user profile in the trading platform

• Get Stock News & Fundamentals: Gets news about a specific stock

Prerequisites

• Python

• Zerodha trading account with Personal API access from here

• Zerodha API key and secret

• Gemini API key or Application Default Credentials (for Google ADK Agent)

Installation

1. Clone the repository:

2. Create and activate a virtual environment:

3. Install dependencies:

4. Set up environment variables:

5. Create a .env file with your configuration:

Server Usage

The server provides a set of tools for interacting with the Zerodha trading platform. To start the server:

1. Make sure your .env file is properly configured with your Zerodha API credentials.

2. Start the server using one of the following methods:

The server provides the following tools:

• get_login_url: Get the login URL for user authentication

• get_access_token: Generate access token using request token

• get_user_profile: Get user's Zerodha profile information

• get_margins: Get available margins and fund details

• get_holdings: Get portfolio holdings

• get_positions: Get current positions

• get_orders: Get all orders for the day

• get_order_history: Get history of a specific order

• get_order_trades: Get trades generated by an order

• place_order: Place a new order

• modify_order: Modify an existing order

• cancel_order: Cancel an order

Client Usage

This project provides three client implementations:

1. Using Google ADK (client/google_adk_client.py)

All clients connect to the MCP server and provide an interactive interface for trading operations.

Client Configuration

Both clients support configuration through multiple sources, with the following precedence:

1. Command-line arguments (highest precedence)

2. Environment variables

3. .env file variables

Configuration options:

• Environment variables: MCP_HOST and MCP_PORT

• Command-line arguments: --host and --port

• .env file variables: MCP_HOST, MCP_PORT, OPENAI_API_KEY, and GOOGLE_API_KEY

Default values (if no configuration is provided):

• Host: localhost

• Port: 8001

The client automatically loads environment variables from the .env file in the project root directory. Make sure your .env file contains the necessary configuration:

3. The client will automatically connect to the MCP server using the provided configuration.

4. Once connected, you can interact with the assistant using natural language commands. For example:

   • "Show me my portfolio holdings"

   • "What are my current positions?"

   • "Place a market order for 10 shares of RELIANCE"

   • "Cancel order ID 123456"

5. To exit the client, type 'quit' when prompted.

Development

Project Structure

• client/google_adk_client.py: MCP client implementation using Google ADK

• server.py: MCP server implementation with Zerodha API integration

• generate_token.py: Utility for generating access tokens

• requirements.txt: Project dependencies

• .env: Environment configuration

Contributing

1. Fork the repository

2. Create a feature branch

3. Commit your changes

4. Push to the branch

5. Create a Pull Request

License

This project is licensed under the Apache License 2.0 - see the LICENSE file for details.

Acknowledgments

• Built using Google ADK

• Uses MCP for standardized communication

• Powered by KiteConnect for Zerodha API integration

zerodha-mcp