Introducing Kite MCP: Connect your Kite account to AI assistants

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:

We have created a short video tutorial explaining the steps for setting it up -

Setup Instructions:

  1. Open Claude Desktop
  2. Click on ☰ menu icon on the top left and navigate to File > Settings > Developer > Edit Config
  3. This will open the file explorer window, with a file named on the lines of claude_desktop_config being pre-selected
  4. Proceed to edit that file and replace its contents with -
{
  "mcpServers": {
    "kite": {
      "command": "npx",
      "args": ["[email protected]", "https://mcp.kite.trade/sse"]
    }
  }
}
  1. Save the file and go ahead with restarting the Claude desktop app

  2. You should now see Kite MCP now showing up inside the setting menu in the prompt window

  1. You can now try to query data from Kite (like say getting margins) and you should get a prompt to open a link

  1. Navigate to that link and login into Kite and afterwards you will be prompted to authorize the Kite MCP app

  1. 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

  1. 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!

28 Likes

Amazing :ok_hand:

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It will be beneficial for tracking purposes on a day-to-day basis to make a balance in the portfolio by adjusting the loser to the winner stocks. Great Product.

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Excellent :heart_eyes:

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I had some initial issues with login session. Tried multiple times and finally logged in and checked holdings etc…Using Claude appImage on my Linux Desktop (Debian)

Testing…
Nifty Trend Analysis using Claude and Zerodha Kite MCP.

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is it possible on Mac ?

On Mac, the Claude config option isn’t inside the app window.
You have to go to the top-left menu bar near the Apple logo and click:

Claude → Settings → Developer → Edit Config

That will open the config file where you can paste the MCP server setup.

Yeah checked. But due to free plan limitation it is just a cool show off as of now. Actual order execution will be something interesting. Like currently for 3 leg order there is no bracket order in Delivery. With such tool if there is any way that the order will be executed automatically that will be great. In fact, that is what I wrote on X https://x.com/smondol756/status/1921255703806648328

and received this thread as a response.

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Hey, whenever i try a query it says that Claude hit the maximum length for this conversation. is there anyway around it?

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oops!
I use laptop and kite web for trading
but asap i do login by claude, my web session is logged out
it means that i can only login at 1 place at a time which is counter productive
other solution is to keep switching the login which is impractical as well.

Does claude for that matter any AI tool I use, gets to keep the data and train on it once I have allowed the access to it ?

great initiative :clap:… Is it possible to connect Chatgpt someway around? Asking for its feasibility

Good , but do i need to buy the paid version of Claude to talk freely with it say more then 20 prompts a trade session?

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I think, We all know already, whatever we are asking to this AI. I don’t think it is so much useful. We should do manually all the homework.

Please post a demo video of how to setup Kite MCP server in VS Code with Github Copilot on Mac. The instructions given in the blog at url() are not detailed and are missing certain steps/details which I faced while following it.

I am on paid version of Github Copilot using Copilot enterprise version.

If needed, I am happy nominate my case as a test case so that learnings from this can be used to write the step by step guide in detail for setting up Kite MCP server in VS Code on Github Copilot chat.

Thanks!

1 Like

@siva @Arockiya_Raja Please post one demo video like hot to integrate with AI it will be helpful. or tag any YouTube video reference for this please…

Let me pass this to our team as feedback.

2 Likes

@Arockiya_Raja

I also tried to list the commands from the manifest by running

curl https://mcp.kite.trade/sse/manifest

But I get 404 not found. Is the mcp server not standards compliant ?