Zerodha MCP Server

The Zerodha MCP Integration is a specialized bridge that lets Claude AI interact directly with a Zerodha trading account through the Multi‑Cloud Plugin (MCP) framework. By exposing Zerodha’s Kite Connect APIs as MCP resources, the server removes the need for developers to write custom authentication flows or handle OAuth tokens manually. Instead, a single command registers the plugin with Claude, and all subsequent trading actions are performed via natural language prompts. This dramatically speeds up prototyping and lowers the barrier to entry for AI‑driven trading bots, portfolio trackers, or financial assistants.

At its core, the server handles three critical responsibilities: authentication, data retrieval, and order execution. When a user asks Claude to check account status or place an order, the MCP server initiates a lightweight local web service that opens the Zerodha login page in the browser. Once the user authenticates, an access token is cached for 24 hours and automatically refreshed when needed. This seamless flow keeps the user experience conversational while ensuring secure, token‑based access to Zerodha’s endpoints.

The feature set covers the full spectrum of retail trading needs. Users can query account margins, view current holdings and open positions, fetch live quotes for any NSE or BSE symbol, and retrieve historical price data with a simple natural‑language request. For mutual funds, the server supports viewing holdings and orders, placing new purchases, managing SIPs (create, modify, cancel), and browsing the available fund universe. Each capability is exposed through intuitive prompts such as “Place a buy order for 10 shares of INFY at market price on NSE” or “Show me my mutual fund holdings.” This level of granularity allows developers to build sophisticated financial assistants that can, for example, automate rebalancing or generate trade alerts without leaving the chat interface.

Integration into AI workflows is straightforward: once the MCP config file is installed on Claude, developers can embed trading commands directly into dialogue flows or trigger them via webhook events. The server’s stateless, REST‑like design means it can be run as a background service in cloud environments or locally during development. Its use of standard HTTP and JSON responses ensures compatibility with any language model that supports MCP, making it a versatile component for building AI‑enhanced trading platforms.

In summary, the Zerodha MCP Integration turns a complex brokerage API into an instant conversational partner. By automating authentication, exposing rich market data, and enabling trade execution through natural language, it empowers developers to create intelligent financial tools that feel like a personal assistant—without wrestling with OAuth or API intricacies.