Zerodha MCP Integration: Automate Trading & Real-Time Data

Seamlessly connect your MCP server to Zerodha's Kite Trade APIs—automate trading, access real-time data, and boost efficiency with this pro-grade integration.

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About Zerodha MCP Integration

What is Zerodha MCP Integration: Automate Trading & Real-Time Data?

Zerodha MCP Integration seamlessly connects Zerodha's trading platform with AI-driven tools via the MCP framework, enabling users to automate trading operations and access real-time market data through natural language commands. This integration allows direct execution of orders, portfolio management, and SIP configurations via platforms like Claude AI, while maintaining secure authentication protocols.

How to use Zerodha MCP Integration: Automate Trading & Real-Time Data?

Users initiate by configuring API credentials in a local .env file and executing authentication workflows via pre-defined MCP tools. Basic usage involves sending commands to:

Retrieve portfolio holdings or margins with get_holdings/get_margins
Place trades using structured order parameters
Monitor SIP status or modify fund allocations

Authentication remains active for 24 hours, auto-renewing through a browser-based login flow when tokens expire.

Zerodha MCP Integration Features

Key Features of Zerodha MCP Integration: Automate Trading & Real-Time Data?

End-to-end automation of equity/fund trading workflows
Real-time price quotes and historical data analysis capabilities
Comprehensive mutual fund management including SIP lifecycle control
Granular security model with locally stored credentials/tokens
Seamless integration with AI-driven decision engines

Use cases of Zerodha MCP Integration: Automate Trading & Real-Time Data?

Algorithmic trading systems for pattern-based order execution
Portfolio rebalancing through automated position adjustments
Continuous market monitoring with price alert notifications
Systematic fund investment management via programmable SIPs
Multi-device access to trading capabilities through voice/AI interfaces

Zerodha MCP Integration FAQ

FAQ

Q: How do I resolve authentication failures?
Verify API key validity in the .env file and ensure the browser session isn't blocked by ad-blockers. Re-authenticate using mcp-auth-renew if tokens expire.

Q: What if port 8080 is occupied during login?
Terminate conflicting processes or reconfigure the authentication proxy port in configuration settings.

Q: Where can I check Zerodha API status?
Visit Zerodha Status Page for real-time API health monitoring.

Content

Zerodha MCP Integration

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.

Setup Instructions

1. Create a Zerodha Developer Account

Go to Kite Connect and sign up for a developer account
Log in to your account at developers.kite.trade

2. Create a New App

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

3. Get API Credentials

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.

4. Configure Environment Variables

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_here

Replace your_api_key_here and your_api_secret_here with the actual credentials from step 3.

5. Install Dependencies

Make sure you have all required dependencies installed:

uv pip install kiteconnect fastapi uvicorn python-dotenv httpx

6. Install MCP config on your Claude desktop app

Install the MCP config on your Claude desktop app:

mcp install main.py

This command registers the Zerodha plugin with Claude, making all trading functionality available to the AI.

Usage

After setup, you can interact with your Zerodha account via Claude using the following features:

Authentication

Can you please check if I'm logged into my Zerodha account and authenticate if needed?

Stocks and General Trading

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?

Mutual Funds

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

Authentication Flow

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.

Available MCP Tools

This plugin offers the following MCP tools that Claude can use:

Authentication

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

Stock/General Trading

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

Mutual Funds

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

Troubleshooting

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

Security Notes

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

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