Kite MCP Server

What is Kite MCP Server?

Kite MCP Server acts as a bridge between your Zerodha account and AI assistants by exposing a standardized set of functions and data endpoints over the MCP protocol. This lets AI tools fetch real-time portfolio data, market prices, position analysis and more, securely and with your permission, directly from your Zerodha account. It transforms your AI chat assistants into powerful, personalized finance co-pilots.

How to Configure

For Claude Desktop:
1. Install Node.js from nodejs.org.
2. Open Claude Desktop app → Settings → Developer → Edit Config.
3. Add the following JSON snippet to your config (typically at ~/.config/Claude/claude_desktop_config.json):
```
{
  "mcpServers": {
    "kite": {
      "command": "npx",
      "args": ["mcp-remote", "https://mcp.kite.trade/sse"]
    }
  }
}
```
4. Save and restart Claude Desktop.
For Visual Studio Code:
1. Ensure Node.js and the VS Code Copilot Chat extension are installed.
2. Open VS Code settings → Search "copilot chat mcp" → Edit in settings.json.
3. Add:
```
"mcp": {
  "inputs": [],
  "servers": {
    "kite": {
      "url": "https://mcp.kite.trade/sse"
    }
  }
}
```
4. Save and restart VS Code.
For Linux:
1. Use a community build of Claude Desktop or install via Nix/NPM (@anthropic-ai/claude-code).
2. Place the JSON config as above in ~/.config/Claude/claude_desktop_config.json.

After configuring for your platform, launch the application, navigate to the MCP tools panel, and follow the authorisation prompts to connect your Zerodha account securely.

How to Use

Start your AI tool (Claude Desktop, Cursor, VS Code with Copilot Chat, etc.) after configuring MCP with the Kite server.
Open the MCP/Tools section (e.g., click the tools/hammer icon in Claude, use /mcp command in Copilot Chat).
Authorise Zerodha access by logging in via Kite’s secure OAuth/2FA popup; no passwords are stored by the AI.
Interact naturally: Ask questions like “Show my top portfolio performers,” “Get today’s P&L,” or “Set a GTT limit order.”
Use available tools or templates for tasks such as portfolio analysis, trade review, placing GTT orders, or fetching live quotes.
All queries are securely routed via MCP; you can disconnect at any time.

Key Features

Secure, privacy-first integration: All operations require explicit authorisation; credentials never transit through AI platforms.
Real-time data access for portfolios, orders, margins, trading history, and live prices.
Direct tool invocation: Execute portfolio and market queries, set up GTT (Good Till Triggered) orders, and analyse account risk directly from your AI assistant.
Cross-platform & AI model support: Works with Claude Desktop, Cursor, Visual Studio Code, and other MCP-compatible LLM agents.
Free of charge: No fees for Kite Connect API or MCP usage for Zerodha clients.
Read-only operations (except GTT): Prevents unintended trading actions, focuses on insights and analysis.

Use Cases

Portfolio Review & Analysis: Request detailed breakdowns of positions, see top gainers/losers, sector exposure, P&L, and historical performance—all in plain language.
Market Research: Ask for current or historical prices, overlay technical indicators, or run comparative performance queries between securities or indices.
Automated Order Management: Place, modify, or delete GTT (Good Till Triggered) orders programmatically through your assistant.
Margin & Account Info: Instantly check available margin, buying power, and review segment-wise account health.
Trade and Order Tracking: Query all open, filled, or cancelled orders and their histories for audit/compliance.
Risk Assessment: Calculate portfolio beta, sector concentration, value at risk, or track overall volatility with a conversational agent.

FAQ

Q1: Is my Zerodha login/password shared with the AI assistant?
No. The MCP integration uses a secure OAuth/2FA flow—your credentials stay between you and Zerodha. AI tools receive only a temporary authorisation token.

Q2: Can the AI place live trades or modify my portfolio?
Only GTT (Good Till Triggered) orders can be placed, modified, or deleted; standard order placement is currently read-only to prevent accidental trading.

Q3: How do I know which tools are available?
After connecting, the MCP tools panel (or /mcp tools in chat) lists every active tool, along with descriptions and usage guidance.

Q4: Are there any charges for using Kite MCP Server?
No, integrating with AI assistants via Kite MCP and using the Kite Connect APIs is completely free for Zerodha clients.

Q5: Which AI applications support Kite MCP integration?
Kite MCP works with Claude Desktop, Cursor, Visual Studio Code (via Copilot Chat), and any other LLM that supports MCP.

Tool Name	Description
get_profile	Retrieves detailed user profile information from your Zerodha account, including personal details and account configuration for portfolio context.
get_margins	Fetches the available margins, collateral, and buying power across account segments, enabling AI assistants to compute risk and capital buffers.
get_holdings	Returns the latest portfolio holdings, with detailed position sizes, purchase prices, and current market values, enabling in-depth analysis.
get_positions	Lists all open and closed positions (equity, F&O, currency) for the current day, with real-time P&L and exposure details.
get_orders	Retrieves the complete order book, including open, executed, and cancelled orders, with timestamps and statuses.
get_trades	Fetches a summary of all executed trades for the account, suitable for generating trade logs or compliance reports.
place_order	(Currently only GTT order placement enabled) Allows AI to set up new GTT orders for systematic trade entries or exits.
modify_order	Modifies existing GTT orders according to specified parameters, such as trigger price or quantity.
cancel_order	Cancels pending GTT orders based on order ID or criteria specified in your query.
get_gtts	Lists all active GTT (Good Till Triggered) orders, providing visibility into systematic or algorithmic trading setups.
place_gtt_order	Places a new Good Till Triggered order—ideal for automation of entry/exit strategies, stop-losses, and conditional trades.
modify_gtt_order	Updates the parameters of an existing GTT order, such as trigger value, limit price, or validity.
delete_gtt_order	Removes a specified GTT order from your Zerodha account, ensuring unwanted triggers are cleared.
get_quotes	Retrieves live or delayed price quotes, daily highs/lows, and market depth for one or more specified securities.
get_historical_data	Provides historical time-series market data (open, high, low, close, volume) for stocks, indices, or F&O, used for analytics and charting.
get_mf_holdings	Extracts your current mutual fund investments and position sizes, enabling portfolio-wide asset allocation analysis.