Enables interaction with Zerodha's trading platform, allowing users to check account margins, view portfolio holdings, manage positions, get quotes, place orders, access historical data, and handle mutual fund operations including holdings, orders, SIPs, and browsing available funds.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Zerodha MCP Integration Show me my current holdings on Zerodha"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
This project integrates Zerodha's trading platform with Claude AI using the Multi-Cloud Plugin (MCP) framework, allowing you to interact with your Zerodha trading account directly through Claude.
To install zerodha-mcp for Claude Desktop automatically via Smithery:
npx -y @smithery/cli install @aptro/zerodha-mcp --client claudeGo to Kite Connect and sign up for a developer account
Log in to your account at developers.kite.trade
Navigate to the "Apps" section in your Kite Developer dashboard
Click on "Create a new app"
Fill in the required details:
App Name: Choose a descriptive name (e.g., "Claude Zerodha Integration")
App Category: Select "Personal" or appropriate category
Redirect URL: Set to http://127.0.0.1:5000/zerodha/auth/redirect
Description: Briefly describe your application's purpose
Submit the form to create your app
After creating your app, you'll receive:
API Key (also called Consumer Key)
API Secret (also called Consumer Secret)
These credentials will be displayed on your app's details page.
Create a .env file in the root directory of this project
Add your API credentials to the file:
KITE_API_KEY=your_api_key_here
KITE_API_SECRET=your_api_secret_hereReplace your_api_key_here and your_api_secret_here with the actual credentials from step 3.
Make sure you have all required dependencies installed:
uv pip install kiteconnect fastapi uvicorn python-dotenv httpxInstall the MCP config on your Claude desktop app:
mcp install main.pyThis command registers the Zerodha plugin with Claude, making all trading functionality available to the AI.
Related MCP server: Trade-MCP
After setup, you can interact with your Zerodha account via Claude using the following features:
Can you please check if I'm logged into my Zerodha account and authenticate if needed?Check account margins: What are my current margins on Zerodha?
View portfolio holdings: Show me my current holdings on Zerodha
Check current positions: What positions do I currently have open on Zerodha?
Get quotes for symbols: What's the current price of RELIANCE and INFY on NSE?
Place an order: Place a buy order for 10 shares of INFY at market price on NSE
Get historical data: Can you show me the historical price data for SBIN for the last 30 days?
View mutual fund holdings: Show me my mutual fund holdings on Zerodha
Get mutual fund orders: List all my mutual fund orders on Zerodha
Place a mutual fund order: Place a buy order for ₹5000 in the mutual fund with symbol INF090I01239
Cancel a mutual fund order: Cancel my mutual fund order with order ID 123456789
View SIP details: Show all my active SIPs on Zerodha
Create a new SIP: Set up a monthly SIP of ₹2000 for the fund with symbol INF090I01239 for 12 installments
Modify an existing SIP: Change my SIP with ID 987654321 to ₹3000 per month
Cancel a SIP: Cancel my SIP with ID 987654321
Browse available mutual funds: Show me a list of available mutual funds on Zerodha
The first time you use any Zerodha functionality, Claude will:
Start a local server on port 5000
Open a browser window for Zerodha login
After successful login, store the access token for future sessions
Your session will remain active until the token expires (typically 24 hours). When the token expires, Claude will automatically initiate the login flow again.
This plugin offers the following MCP tools that Claude can use:
check_and_authenticate - Verifies authentication status and initiates login if needed
initiate_login - Starts the Zerodha login flow
get_request_token - Retrieves the request token after login
get_holdings - Retrieves portfolio holdings
get_positions - Gets current positions
get_margins - Retrieves account margins
place_order - Places a trading order
get_quote - Gets quotes for specified symbols
get_historical_data - Retrieves historical price data
get_mf_orders - Retrieves mutual fund orders
place_mf_order - Places a mutual fund order
cancel_mf_order - Cancels a mutual fund order
get_mf_instruments - Gets available mutual fund instruments
get_mf_holdings - Retrieves mutual fund holdings
get_mf_sips - Gets active SIPs
place_mf_sip - Creates a new SIP
modify_mf_sip - Modifies an existing SIP
cancel_mf_sip - Cancels a SIP
If you encounter authentication issues, try removing the .tokens file and restart the authentication process
Make sure your Zerodha credentials in the .env file are correct
Ensure port 5000 is not being used by another application
For persistent issues, check Zerodha's API status at status.zerodha.com
Your Zerodha API credentials are stored only in your local .env file
Access tokens are stored in the .tokens file in the project directory
No credentials are transmitted to Claude or any third parties
All authentication happens directly between you and Zerodha's servers
Cancel a mutual fund order
Args: order_id: Order ID to cancel
Inputs: order_id (required).
Cancel a mutual fund SIP
Args: sip_id: SIP ID to cancel
Inputs: sip_id (required).
Check if Kite is authenticated and initiate authentication if needed. Returns the authentication status and any relevant messages.
Inputs: no named parameters.
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.)
Inputs: instrument_token (required), from_date (required), to_date (required), interval (required).
Get user's holdings/portfolio
Inputs: no named parameters.
Get account margins
Inputs: no named parameters.
Get user's mutual fund holdings
Inputs: no named parameters.
Get all available mutual fund instruments
Inputs: no named parameters.
Get all mutual fund orders
Inputs: no named parameters.
Get all mutual fund SIPs
Inputs: no named parameters.
Get user's positions
Inputs: no named parameters.
Get quote for symbols
Args: symbols: List of symbols (e.g., ['NSE:INFY', 'BSE:RELIANCE'])
Inputs: symbols (required).
Get the current request token after login redirect
Inputs: no named parameters.
Start the Zerodha login flow by opening the login URL in a browser and starting a local server to handle the redirect
Inputs: no named parameters.
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)
Inputs: sip_id (required), amount, frequency, instalments, +2 more.
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
Inputs: tradingsymbol (required), transaction_type (required), amount (required), tag.
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
Inputs: tradingsymbol (required), amount (required), instalments (required), frequency (required), +3 more.
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
Inputs: tradingsymbol (required), exchange (required), transaction_type (required), quantity (required), +4 more.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 18 tools
Every tool has a clearly distinct purpose with no ambiguity. Tools are well-organized into authentication, data retrieval, mutual fund operations, and trading operations, with clear boundaries between categories. For example, get_mf_holdings and get_holdings serve different asset classes, and place_mf_order versus place_order handle different instrument types.
Tool names follow a highly consistent verb_noun pattern throughout, with clear action prefixes (get_, place_, cancel_, modify_, initiate_, check_) followed by specific nouns. All tools use snake_case consistently, and naming conventions are predictable across the entire set, making it easy to understand tool purposes at a glance.
With 18 tools, this server provides comprehensive coverage for Zerodha trading and mutual fund operations without being overwhelming. The count is well-scoped for the domain, covering authentication, market data, portfolio management, mutual fund lifecycle, and order execution—each tool earns its place in supporting complete trading workflows.
The tool surface provides complete CRUD/lifecycle coverage for both trading and mutual fund domains. For mutual funds, it covers order placement, SIP management, holdings, instruments, and cancellation/modification. For trading, it covers order placement, positions, holdings, margins, and historical data. Authentication tools handle the complete login flow, leaving no obvious gaps for agent operations.
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