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Fyers MCP Server

by quantabox
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Python
Remote

Fyers MCP Server

MCP (Model Context Protocol) server for Fyers API v3 with automated OAuth authentication

Python 3.10+ Fyers API v3 License: MIT

A comprehensive MCP server that enables Claude Desktop to interact with Fyers trading platform through a secure, automated authentication flow. Supports all major trading operations including portfolio management, order placement, and real-time market data.

🎬 Demo

✨ Features

🔐 Smart Authentication

  • One-click OAuth flow with automatic browser handling

  • Persistent token storage in .env file

  • Auto-refresh capabilities with session management

📊 Complete Trading Toolkit

  • Portfolio Management: Holdings, positions, funds, profile

  • Order Management: Place, modify, cancel orders

  • Market Data: Real-time quotes for multiple symbols

  • Order History: Complete order and trade book

🚀 Production Ready

  • Full error handling with detailed error messages

  • Type safety with parameter validation

  • Comprehensive logging for debugging

  • Claude Desktop integration with simple configuration

🚀 Quick Start

Prerequisites

1. Installation

# Clone the repository git clone https://github.com/quantabox/fyers-mcp-server.git cd fyers-mcp-server # Install dependencies using uv (recommended) curl -LsSf https://astral.sh/uv/install.sh | sh uv sync # Or install with pip pip install .

2. Get Fyers API Credentials

  1. Create Fyers API App:

    • Visit Fyers API Dashboard

    • Create a new app with redirect URI: http://localhost:8080/

    • Note down your App ID and Secret Key

  2. Configure Environment:

    cp .env.example .env

    Edit .env file:

    FYERS_CLIENT_ID=YOUR_APP_ID-100 # e.g., ABC123XYZ-100 FYERS_SECRET_KEY=YOUR_SECRET_KEY # Secret from Fyers app FYERS_REDIRECT_URI=http://localhost:8080/

3. Configure Claude Desktop

Add to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{ "mcpServers": { "fyers-mcp-server": { "command": "uv", "args": [ "run", "--directory", "/path/to/fyers-mcp-server", "python", "fyers_mcp_complete.py" ], "env": { "PYTHONWARNINGS": "ignore" } } } }

4. First Run

  1. Restart Claude Desktop

  2. Authenticate: In Claude, type: authenticate

  3. Browser will open → Login to Fyers → Automatic token capture

  4. Start trading: All 11 tools are now available!

🛠️ Available Tools

Authentication & Profile

  • authenticate() - One-click OAuth authentication

  • check_auth_status() - Verify current authentication

  • get_profile() - User profile information

Portfolio & Funds

  • get_funds() - Account balance and margin details

  • get_holdings() - Portfolio holdings with P&L

  • get_positions() - Current trading positions

Orders & Trading

  • place_order(symbol, quantity, order_type, side, ...) - Place new orders

  • modify_order(order_id, quantity, limit_price, ...) - Modify existing orders

  • cancel_order(order_id) - Cancel pending orders

  • get_orders() - Order history and status

Market Data

  • get_quotes(symbols) - Real-time quotes for multiple symbols

📖 Usage Examples

Portfolio Analysis

# Check account balance get_funds() # View all holdings with P&L get_holdings() # Check current positions get_positions()

Order Management

# Place a market order place_order("NSE:SBIN-EQ", 10, "MARKET", "BUY") # Place a limit order place_order("NSE:RELIANCE-EQ", 5, "LIMIT", "BUY", limit_price=2500) # Modify an order modify_order("ORDER_ID", quantity=15, limit_price=2550) # Cancel an order cancel_order("ORDER_ID")

Market Data

# Get live quotes get_quotes("NSE:SBIN-EQ,NSE:RELIANCE-EQ,NSE:TCS-EQ")

🔧 Configuration Options

Order Types

  • MARKET - Market order (immediate execution)

  • LIMIT - Limit order (execute at specific price)

  • STOP - Stop loss order

  • STOPLIMIT - Stop limit order

Product Types

  • MARGIN - Margin trading (intraday with leverage)

  • CNC - Cash and Carry (delivery)

  • INTRADAY - Intraday trading

  • BO - Bracket Order

  • CO - Cover Order

Validity Options

  • DAY - Valid for current trading day

  • IOC - Immediate or Cancel

  • GTD - Good Till Date

🐛 Troubleshooting

Common Issues

1. Authentication Failed

# Check credentials in .env file cat .env | grep FYERS # Verify app configuration at https://myapi.fyers.in/dashboard/

2. Claude Desktop Connection Issues

# Test MCP server directly cd /path/to/fyers-mcp-server uv run python fyers_mcp_complete.py # Check Claude Desktop logs (macOS) tail -f ~/Library/Logs/Claude/mcp.log

3. Order Placement Errors

  • Verify symbol format: NSE:SYMBOL-EQ for equity

  • Check market hours (9:15 AM - 3:30 PM IST)

  • Ensure sufficient funds/margin

Debug Mode

Enable detailed logging:

export LOG_LEVEL=DEBUG uv run python fyers_mcp_complete.py

🚧 Development

Project Structure

fyers-mcp-server/ ├── fyers_mcp_complete.py # Main MCP server ├── pyproject.toml # Dependencies ├── .env.example # Environment template ├── claude_config.json # Claude Desktop config └── README.md # This file

Adding New Features

  1. Fork the repository

  2. Create feature branch: git checkout -b feature/new-tool

  3. Add MCP tool: Use @mcp.tool() decorator

  4. Test with Claude Desktop

  5. Submit pull request

Testing

# Install development dependencies uv sync --dev # Run tests uv run pytest # Type checking uv run mypy fyers_mcp_complete.py

📋 API Reference

Authentication Flow

graph TD A[Claude: authenticate] --> B[Generate Auth URL] B --> C[Open Browser] C --> D[User Login] D --> E[Auth Code Capture] E --> F[Exchange for Token] F --> G[Store in .env] G --> H[Ready for Trading]

Error Handling

All functions return standardized responses:

  • ✅ Success: Clear confirmation with relevant data

  • ❌ Error: Detailed error message with troubleshooting hints

🤝 Contributing

We welcome contributions! Please see our Contributing Guidelines for details.

Areas for Contribution

  • WebSocket real-time data streaming

  • Advanced order types (OCO, Iceberg)

  • Portfolio analytics and reporting

  • Options chain analysis tools

  • Risk management features

📄 License

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

⚠️ Disclaimer

This software is for educational and development purposes. Trading involves financial risk. Users are responsible for their trading decisions and should thoroughly test in demo environments before live trading.

🔗 Links

📊 Status

  • Current Version: 1.0.0

  • API Compatibility: Fyers API v3.1.7

  • Python Support: 3.10+

  • Tools Available: 11/11 ✅

  • Production Ready: Yes ✅

This server cannot be installed

-
security - not tested
A
license - permissive license
-
quality - not tested

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