Zerodha MCP Integration

Setup Instructions

Installing via Smithery

1. Create a Zerodha Developer Account

1. Go to Kite Connect and sign up for a developer account

2. Log in to your account at developers.kite.trade

2. Create a New App

1. Navigate to the "Apps" section in your Kite Developer dashboard

2. Click on "Create a new app"

3. 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

4. Submit the form to create your app

3. Get API Credentials

• API Key (also called Consumer Key)

• API Secret (also called Consumer Secret)

4. Configure Environment Variables

1. Create a .env file in the root directory of this project

2. Add your API credentials to the file:

5. Install Dependencies

6. Install MCP config on your Claude desktop app

Usage

Authentication

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

1. Start a local server on port 5000

2. Open a browser window for Zerodha login

3. After successful login, store the access token for future sessions

Available MCP Tools

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