Introducing Kite MCP: Connect your Kite account to AI assistants

[mayank_jain1]

I am trying to integrate Kite with Claude but getting error in login.

[nivas_k]

@mayank_jain1

I am trying to integrate Kite with Claude but getting error in login.

Please follow the steps outlined below, and this should help resolve the issue. In case the issue persists, please share the error screenshot to assist you further.

@nivas_k

Occasionally, even after completing the login process, Claude might prompt you to re-establish your session. In such instances, I recommend logging in once more and trying to fetch the holdings. Alternatively, you can start a new conversation thread and attempt to log in again before fetching the holdings.

If the problem continues, you may try using the following configuration details:

{
  "mcpServers": {
    "kite": {
      "command": "npx",
      "args": ["mcp-remote", "https://mcp.kite.trade/mcp"]
    }
  }
}

This approach should help resolve the issue.

[mayank_jain1]

It worked with the given config,.Thanks a lot!

[saket_kumar]

Both Claude and Copilot are paid AI. Can you please guide how to setup kite mcp with ollama open source AI ?

[prk]

Firstly, I’m genuinely grateful to Zerodha and the team behind Kite MCP for making this available to all of us. This is truly a game-changer — I don’t think any other broker in the country has even started thinking in this direction yet.

---

Setup Experience

• I’m on a Mac, and I initially tried using Claude Desktop, but it no longer allows MCPs on their free plan.
  → Anyone planning to use Claude Desktop should probably skip it if they don’t have the paid plan.

• I don’t use VS Code, so I tried this on Windsurf.
  → There wasn’t a specific setup guide from Zerodha for Windsurf, neither on the blog post nor in this discussion thread.
  → I figured it out by asking Windsurf directly through its built-in AI chatbox called Cascade. It’s now working perfectly.

---

Current Issue

When I ask the MCP for portfolio performance, it only shows the average price of each holding — but not the buy/sell dates.

• This leads to incomplete performance insights since the time of purchase is essential for accurate return calculations.
• The response says: “Data not available — buy/sell dates not accessible.”

Could someone from Zerodha please clarify:

1. Is this limitation on the AI side, i.e., MCP not parsing available data correctly?
2. Or is this data not being exposed to MCP at all?
3. If it’s a design choice, is there any plan to add trade history access soon?

---

[nivas_k]

@prk

When I ask the MCP for portfolio performance, it only shows the average price of each holding — but not the buy/sell dates.

• This leads to incomplete performance insights since the time of purchase is essential for accurate return calculations.
• The response says: “Data not available — buy/sell dates not accessible.”

Could someone from Zerodha please clarify:

1. Is this limitation on the AI side, i.e., MCP not parsing available data correctly?
2. Or is this data not being exposed to MCP at all?
3. If it’s a design choice, is there any plan to add trade history access soon?

1. This is not a limitation on the AI side.
2. The trade dates aren’t exposed via MCP.
3. We appreciate your input and will forward it to our team for consideration.

[nivas_k]

@saket_kumar

Both Claude and Copilot are paid AI. Can you please guide how to setup kite mcp with ollama open source AI ?

It appears that Ollama doesn’t provide a native MCP host/client like Claude does. You may find more details about the MCP setup with Ollama in the attached YouTube video. Additionally, for comprehensive setup guidelines, it might be helpful to consult with Ollama support directly.

[ap_anuragpandey]

Can it access Mutual Fund portfolio? Also, how can I make it access the time data for when the trades occurred for both Holdings and Mutual Funds?

[siva]

@ap_anuragpandey

Can it access Mutual Fund portfolio? Also, how can I make it access the time data for when the trades occurred for both Holdings and Mutual Funds?

@Sravanthi_Bh

[Sravanthi_Bh]

@ap_anuragpandey MF holdings can be accessed via Kite MCP using the /mf/holdings endpoint; however, mutual fund trade/transaction timestamps are not available via MCP.

[FVS]

How about connecting with kilo code or roo code?

Also other than querying about postion, which i can anyway do it by navigating kite web or app, what’s the use of this mcp?

Will it help in knowing things that cant be known via web or app?

[nivas_k]

@FVS

How about connecting with kilo code or roo code?

Kite MCP is compatible with any AI assistant that supports MCP integration. For comprehensive setup guidelines, it might be helpful to consult with kilo code or roo code support directly.

@FVS

Also other than querying about postion, which i can anyway do it by navigating kite web or app, what’s the use of this mcp?

Will it help in knowing things that cant be known via web or app?

The purpose of Kite MCP is to enable clients to use AI assistants to interact with real-world data and services, instead of relying solely on pre-trained knowledge. It is not intended to provide information that cannot already be accessed through the Kite web or app. For more details about Kite MCP, please refer to this post.

[FVS]

Thanks

[Sumit_Panigrahi]

I am trying to enable KITE MCP in CLaude. After updating the JSON file, i restarted claude, but claude is not able to reach to KITE MCP. As per the log file error message, Claude says its 524 error message and its from Zerodha’s side. Can you check and let me know how to fix this

=============================================================
The good news: The connection to https://mcp.kite.trade/mcp is working partially — the MCP handshake succeeds and the tools list loads correctly.

The problem: After the initial setup, the server tries to open a persistent SSE (Server-Sent Events) stream for receiving real-time updates, and that’s failing with a 524 error (connection timeout). This repeats across all your attempts.

StreamableHTTPError: Failed to open SSE stream — code: 524

A 524 means the connection was established but the upstream server didn’t respond in time — the SSE stream is just hanging until it times out.

@nivas_k

[nivas_k]

@Sumit_Panigrahi

I am trying to enable KITE MCP in CLaude. After updating the JSON file, i restarted claude, but claude is not able to reach to KITE MCP. As per the log file error message, Claude says its 524 error message and its from Zerodha’s side. Can you check and let me know how to fix this

We’ve checked from our end, and Kite MCP is working fine with Claude Desktop.

Please try the following troubleshooting steps:

1. Reinstall Claude Desktop

• Uninstall Claude Desktop completely.

• Delete the Claude application data:

  • Windows: %APPDATA%\Claude
  • macOS: ~/Library/Application Support/Claude

• Reinstall the latest version of Claude Desktop.

2. Verify claude_desktop_config

• Open the claude_desktop_config file.
• Ensure the Kite MCP server configuration and credentials match exactly as mentioned in the setup documentation/article.

3. Restart Claude Desktop

• Completely close Claude Desktop and reopen it.
• Verify whether the Kite MCP tools are visible in the tools list.

4. Check Network / Firewall / VPN

Connections used by MCP can sometimes be affected by local network settings.

Please try:

• Switching from corporate VPN/proxy to a home network or mobile hotspot
• Temporarily disabling firewall/antivirus software
• Retrying after disabling VPN/proxy if enabled

If the issue still persists, please raise a support ticket with all the details to check and assist further.