We are excited to announce the launch of Kite MCP, a new tool that enables integration between Zerodha’s Kite trading platform and AI assistants like Claude, as well as AI-powered code editors like Cursor and Windsurf. This integration allows for a more seamless experience when using AI tools with your trading data.
The problem MCP solves
Model Context Protocol (MCP) is an open standard that allows applications to securely connect to AI assistants. Imagine your AI assistant is like a smart analyst who’s eager to help with your investment journey, but they’re isolated from your actual investment data. They can only work with what you explicitly tell them.
Without MCP, AI tools:
- Can’t see your portfolio data directly
- Don’t know your order history
- Need you to copy-paste everything manually
MCP creates a secure connection between your trading platform and these AI tools. It lets assistants directly access just the data they need from Kite, while keeping everything else private and secure.
Kite MCP: Enhancing your trading experience with AI
Kite MCP allows you to connect your Zerodha Kite trading platform to AI assistants, enabling you to:
- Query your holdings, positions, and order history using natural language
- View and create GTT (Good Till Triggered) orders
- Get live quotes for instruments
Please note that the order placement facility is currently not available as this tool is in its beta stages
How to set up Kite MCP
We will run through how to set up Kite MCP in SSE mode on Windows below, but this can also be set up in other operating systems and used directly from AI Code editors as well.
Prerequisites:
- Node.js is installed on your system
- Claude Desktop app is installed
- A Zerodha account
We have created a short video tutorial explaining the steps for setting it up -
Setup Instructions:
- Open Claude Desktop
- Click on ☰ menu icon on the top left and navigate to File > Settings > Developer > Edit Config
- This will open the file explorer window, with a file named on the lines of
claude_desktop_config
being pre-selected - Proceed to edit that file and replace its contents with -
{
"mcpServers": {
"kite": {
"command": "npx",
"args": ["[email protected]", "https://mcp.kite.trade/sse"]
}
}
}
-
Save the file and go ahead with restarting the Claude desktop app
-
You should now see Kite MCP now showing up inside the setting menu in the prompt window
- You can now try to query data from Kite (like say getting margins) and you should get a prompt to open a link
- Navigate to that link and login into Kite and afterwards you will be prompted to authorize the Kite MCP app
- You should get the login successful screen and can navigate back to the Claude desktop app and prompt with Done/Continue to inform it about the login being done so that it can proceed with fetching the requested data
- It should go ahead with fetching the requested data
Please Note - You will be prompted to allow Claude access to the query these endpoints from time to time, which you will have to give for it to be able to pull the data
Reporting issues and providing feedback
To keep track of new releases, please check it on GitHub. It’s currently in the beta stages and is undergoing ongoing development.
For technical issues, please open an issue on our GitHub repository
We’re excited to see how this integration enhances your trading experience and look forward to your valuable feedback. Please feel free to share interesting ideas for which you use this for!