Zerodha Claude

📋 Table of Contents

• ✨ Features
• 🎯 What is MCP?
• ⚡ Quick Start
• 📦 Installation
• 🐳 Docker Installation
• ⚙️ Configuration
• 🔧 Claude Desktop Setup
• 📖 API Reference
• 🛠️ Development
• 🤝 Contributing
• 📄 License
• ⚠️ Disclaimer

✨ Features

Feature	Description
🔐 Secure Authentication	Robust authentication with Zerodha API using official KiteConnect SDK
📊 Portfolio Management	Real-time access to your complete portfolio holdings and valuations
📈 Position Tracking	Monitor open positions with live P&L calculations
💹 Order Execution	Place buy/sell orders with market/limit options
👤 Profile Access	Retrieve comprehensive user profile and account information
🔄 Real-time Data	Live market data and portfolio updates
🛡️ Type Safety	Built with TypeScript and Zod validation for reliability

🎯 What is MCP?

The Model Context Protocol (MCP) is a standardized way for AI models to interact with external systems and APIs. This server acts as a bridge between AI assistants (like Claude) and the Zerodha trading platform, enabling natural language trading operations.

⚡ Quick Start

Prerequisites

Before you begin, ensure you have:

• ✅ Node.js (v16 or higher) - Download here
• ✅ Zerodha Trading Account - Sign up here
• ✅ Zerodha API Access - Get API credentials
• ✅ Bun Runtime (recommended) - Install here

📦 Installation

Step 1: Clone the Repository

# Clone the repository
git clone https://github.com/gamandeepsingh/zerodha-claude-mcp.git

# Navigate to the project directory
cd zerodha-claude-mcp

Step 2: Install Dependencies

Choose your preferred package manager:

# Using npm
npm install

# Using bun (recommended for better performance)
bun install

# Using yarn
yarn install

Step 3: Environment Setup

Create a .env file in the root directory:

# Copy the example environment file
cp .env.example .env

Add your Zerodha credentials to the .env file:

# Zerodha API Configuration
KITE_API_KEY=your_api_key_here
KITE_SECRET_KEY=your_secret_key_here
REQUEST_TOKEN=your_request_token_here
ACCESS_TOKEN=your_access_token_here

# Optional: Debug mode
DEBUG=false

💡 Pro Tip: You can get your API credentials from the Kite Connect Developer Console

🐳 Docker Installation (Alternative)

For a containerized setup, you can use Docker to run the MCP server:

Prerequisites for Docker

• ✅ Docker - Install Docker
• ✅ Docker Compose (optional, for easier management) - Usually included with Docker Desktop

Option 1: Using Docker Compose (Recommended)

1. Clone the repository:

   git clone https://github.com/gamandeepsingh/zerodha-claude-mcp.git
   cd zerodha-claude-mcp
   

2. Create environment file:

   # Create .env file with your credentials
   cp .env.example .env
   

3. Edit the .env file with your Zerodha credentials:

   KITE_API_KEY=your_api_key_here
   KITE_SECRET_KEY=your_secret_key_here
   REQUEST_TOKEN=your_request_token_here
   ACCESS_TOKEN=your_access_token_here
   DEBUG=false
   

4. Build and run with Docker Compose:

   # Build and start the container
   docker-compose up --build
   
   # Run in detached mode (background)
   docker-compose up -d --build
   

5. Stop the container:

   docker-compose down
   

Option 2: Using Docker directly

1. Build the Docker image:

   docker build -t zerodha-claude-mcp .
   

2. Run the container:

   docker run -d \
     --name zerodha-mcp \
     -e KITE_API_KEY=your_api_key \
     -e KITE_SECRET_KEY=your_secret_key \
     -e REQUEST_TOKEN=your_request_token \
     -e ACCESS_TOKEN=your_access_token \
     zerodha-claude-mcp
   

Docker Management Commands

# View running containers
docker ps

# View logs
docker logs zerodha-mcp

# Stop the container
docker stop zerodha-mcp

# Remove the container
docker rm zerodha-mcp

# Remove the image
docker rmi zerodha-claude-mcp

Claude Desktop Configuration with Docker

When using Docker, update your claude_desktop_config.json to point to the containerized version:

{
  "mcpServers": {
    "zerodha-trading": {
      "command": "docker",
      "args": ["exec", "-i", "zerodha-mcp", "bun", "run", "index.ts"],
      "env": {
        "KITE_API_KEY": "your_actual_api_key",
        "KITE_SECRET_KEY": "your_actual_secret_key",
        "REQUEST_TOKEN": "your_actual_request_token",
        "ACCESS_TOKEN": "your_actual_access_token"
      }
    }
  }
}

⚠️ Note: Make sure your Docker container is running before starting Claude Desktop when using this configuration.

⚙️ Configuration

Getting Zerodha API Credentials

1. Sign up for a Kite Connect app at developers.kite.trade
2. Create a new app and note down your api_key and api_secret
3. Generate tokens using the authentication flow
4. Add credentials to your .env file

Token Generation Process

# Step 1: Get the login URL
curl "https://kite.trade/connect/login?api_key=your_api_key&v=3"

# Step 2: After login, extract request_token from redirect URL
# Step 3: Generate access_token using the request_token

🔧 Claude Desktop Setup

To integrate this MCP server with Claude Desktop, follow these steps:

Step 1: Locate Claude Desktop Config

Find your claude_desktop_config.json file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

Step 2: Add MCP Server Configuration

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "zerodha-trading": {
      "command": "bun",
      "args": ["run", "/absolute/path/to/your/index.ts"],
      "env": {
        "KITE_API_KEY": "your_actual_api_key",
        "KITE_SECRET_KEY": "your_actual_secret_key", 
        "REQUEST_TOKEN": "your_actual_request_token",
        "ACCESS_TOKEN": "your_actual_access_token"
      }
    }
  }
}

Step 3: Restart Claude Desktop

After saving the configuration, restart Claude Desktop to load the MCP server.

Alternative: Using Node.js

If you prefer Node.js over Bun:

{
  "mcpServers": {
    "zerodha-trading": {
      "command": "node",
      "args": ["--loader", "ts-node/esm", "/absolute/path/to/your/index.ts"],
      "env": {
        "KITE_API_KEY": "your_actual_api_key",
        "KITE_SECRET_KEY": "your_actual_secret_key",
        "REQUEST_TOKEN": "your_actual_request_token", 
        "ACCESS_TOKEN": "your_actual_access_token"
      }
    }
  }
}

⚠️ Important:

• Replace /absolute/path/to/your/index.ts with the actual path to your project
• Use your real Zerodha API credentials
• Ensure the path uses forward slashes even on Windows

📖 API Reference

The MCP server exposes the following tools for AI interaction:

👤 Profile Operations

get-profile

Retrieves comprehensive user profile information.

// Usage in Claude
"Can you show me my Zerodha profile?"

// Returns
{
  user_id: string,
  user_name: string,
  email: string,
  user_type: string,
  broker: string,
  // ... additional profile data
}

💰 Portfolio & Positions

show-portfolio

Displays complete portfolio holdings with current valuations.

// Usage in Claude  
"What's in my portfolio right now?"

// Returns detailed holdings with:
// - Stock symbols and quantities
// - Current market prices
// - P&L calculations
// - Total portfolio value

show-positions

Shows all open positions with live P&L.

// Usage in Claude
"Show me my current trading positions"

// Returns active positions with:
// - Entry prices and quantities
// - Current market prices  
// - Unrealized P&L
// - Position status

📈 Trading Operations

buy-stock

Places a buy order for specified stock and quantity.

// Parameters
{
  stock: string,    // Stock symbol (e.g., "RELIANCE", "TCS")
  quantity: number  // Number of shares to buy
}

// Usage in Claude
"Buy 10 shares of RELIANCE"
"Purchase 50 TCS stocks"

sell-stock

Places a sell order for specified stock and quantity.

// Parameters
{
  stock: string,    // Stock symbol (e.g., "RELIANCE", "TCS") 
  quantity: number  // Number of shares to sell
}

// Usage in Claude
"Sell 5 shares of HDFC Bank"
"Exit my position in Infosys"

🔍 Example Conversations

Here are some natural language examples you can use with Claude:

🗣️ "What's my current portfolio value?"
🗣️ "Buy 25 shares of ITC"  
🗣️ "Show me all my losing positions"
🗣️ "What's my profile information?"
🗣️ "Sell half of my Wipro holdings"

🛠️ Development

Technology Stack

Technology	Purpose	Version
TypeScript	Type-safe development	^5.0.0
KiteConnect	Zerodha API integration	Latest
MCP SDK	Model Context Protocol	Latest
Zod	Runtime type validation	^3.0.0
Bun	Fast runtime & package manager	^1.0.0

Project Structure

zerodha-claude-mcp/
├── 📄 index.ts              # MCP server entry point
├── 📄 trade.ts              # Trading logic and API calls  
├── 📄 package.json          # Dependencies and scripts
├── 📄 tsconfig.json         # TypeScript configuration
├── 📄 .env                  # Environment variables
├── 📄 README.md             # Documentation
├── 📄 bun.lock             # Lock file
├── 🐳 Dockerfile           # Docker image configuration
├── 🐳 docker-compose.yml   # Docker Compose setup
└── 📄 .dockerignore        # Docker ignore rules

Local Development

1. Clone and setup (if not already done):

   git clone https://github.com/gamandeepsingh/zerodha-claude-mcp.git
   cd zerodha-claude-mcp
   bun install
   

2. Start development server:

   # Development mode with auto-reload
   bun run dev
   
   # Production mode
   bun run start
   

3. Run tests (if available):

   bun test
   

Adding New Features

To add new trading tools:

1. Define the tool in your MCP server
2. Add Zod schema for parameter validation
3. Implement handler using KiteConnect API
4. Update documentation in this README

Debugging

Enable debug mode by setting DEBUG=true in your .env file:

DEBUG=true

This will provide detailed logging of API calls and responses.

🤝 Contributing

We welcome contributions! Here's how you can help:

Ways to Contribute

• 🐛 Bug Reports: Found a bug? Open an issue
• ✨ Feature Requests: Have an idea? Start a discussion
• 📝 Documentation: Improve docs, add examples
• 🔧 Code: Fix bugs, add features, improve performance

Development Workflow

1. Fork the repository
2. Create a feature branch: git checkout -b feature/amazing-feature
3. Commit your changes: git commit -m 'Add amazing feature'
4. Push to the branch: git push origin feature/amazing-feature
5. Open a Pull Request

Code Standards

• ✅ Use TypeScript for all new code
• ✅ Follow existing code style
• ✅ Add tests for new features
• ✅ Update documentation
• ✅ Ensure all tests pass

📄 License

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

MIT License Summary

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software...

⚠️ Disclaimer

IMPORTANT: This project is for educational and development purposes only.

Risk Warning

• 📊 Trading Risk: Trading in financial markets involves substantial risk of loss
• 💰 Capital Risk: Never trade with money you cannot afford to lose
• 🔍 Due Diligence: Always conduct your own research before making trading decisions
• 🤖 AI Limitations: AI-generated trading decisions should not be followed blindly
• 📈 Market Volatility: Past performance does not guarantee future results

Best Practices

1. Start Small: Test with small amounts first
2. Paper Trading: Use Zerodha's paper trading feature initially
3. Risk Management: Set stop-losses and position limits
4. Stay Informed: Keep up with market news and regulations
5. Continuous Learning: Educate yourself about trading strategies

Support

• 📚 Documentation: Check this README and inline code comments
• 💬 Discussions: Join GitHub Discussions
• 🐛 Issues: Report bugs via GitHub Issues
• 📧 Email: Contact the maintainers for specific questions

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