What is Zerodha Trade Mcp

zerodha-trade-mcp is a Model Context Protocol (MCP) server that facilitates interaction between AI models and the Zerodha trading platform. It provides tools for executing trades, viewing portfolios, and managing positions through a standardized interface.

Use cases

Use cases include automated trading strategies, portfolio management, real-time stock monitoring, and integration with AI models for enhanced trading decision-making.

How to use

To use zerodha-trade-mcp, clone the repository, install dependencies, and set up your Zerodha API credentials in a .env file. You can then access various tools such as retrieving your profile, placing buy/sell orders, and checking your portfolio.

Key features

Key features include secure authentication with the Zerodha API, portfolio viewing, open position checking, order placement for buying/selling stocks, and access to user profile information.

Where to use

zerodha-trade-mcp is primarily used in the finance and trading sectors, particularly for algorithmic trading and automated trading solutions on the Zerodha platform.

Zerodha Trading MCP

A Model Context Protocol (MCP) server that enables AI models to interact with the Zerodha trading platform. This project provides a set of tools for executing trades, viewing portfolio, and managing positions on Zerodha through a standardized interface.

Features

• 🔐 Secure authentication with Zerodha API
• 📊 View portfolio holdings
• 📈 Check open positions
• 💹 Place buy/sell orders
• 👤 Access user profile information

Prerequisites

• Node.js (v14 or higher)
• Zerodha Trading Account
• API credentials from Zerodha

Installation

1. Clone the repository:

git clone https://github.com/shubhamprajapati7748/zerodha-trade-mcp.git
cd zerodha-trade-mcp

2. Install dependencies:

npm install

3. Create a .env file in the root directory with your Zerodha credentials:

KITE_API_KEY=your_api_key
KITE_SECRET_KEY=your_secret_key
REQUEST_TOKEN=your_request_token
ACCESS_TOKEN=your_access_token

Claude Desktop MCP Configuration

To use this MCP server with Claude Desktop, you need to configure the mcp server details. Here’s how to set it up:

1. Open claude_desktop_config.json in your project root
2. Add the following configuration:

{
  "mcpServers": {
    "tradeStocks": {
      "command": "/opt/homebrew/bin/bun",
      "args": [
        "/path/to/your/index.ts"
      ],
      "env": {
        "KITE_API_KEY": "your_api_key",
        "KITE_SECRET_KEY": "your_secret_key",
        "REQUEST_TOKEN": "your_request_token",
        "ACCESS_TOKEN": "your_access_token"
      }
    }
  }
}

Make sure to:

• Update the path to your index.ts file
• Replace the environment variables with your actual Zerodha credentials

Usage

The MCP server provides the following tools:

Get Profile

get-profile

Retrieves the user’s profile information from Zerodha.

Buy Stock

buy-stock {stock: string, quantity: number}

Places a buy order for the specified stock and quantity.

Sell Stock

sell-stock {stock: string, quantity: number}

Places a sell order for the specified stock and quantity.

Show Portfolio

show-portfolio

Displays the user’s complete portfolio holdings.

Show Positions

show-positions

Shows the user’s open positions.

Development

The project is built using:

• TypeScript
• KiteConnect API
• Model Context Protocol (MCP) SDK
• Zod for schema validation

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

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

Disclaimer

This project is for educational purposes only. Trading in financial markets carries significant risk. Always do your own research and trade responsibly.