How to Connect Your Zerodha Account to Claude Using Kite MCP

Have you ever ever wished you could possibly ask an AI Assistant to investigate your portfolio and let you know how your shares are doing at the moment? With the most recent launch of Kite MCP (Mannequin Context Protocol) from Zerodha, that future is right here. The MCP allows you to join your Zerodha account with Claude and ask it to be just right for you. This connection permits buyers to speak with their portfolio and ask complicated market questions, all in easy English. Whether or not you’re a seasoned dealer or a whole newbie, this integration will fully change your investing workflow. On this information, we are going to deep dive into the combination of Zerodha Kite MCP server with Claude and discover ways to rework our funding workflow utilizing it.

Understanding Kite MCP

Kite MCP acts as a connector between your LLM (Giant Language Mannequin) and the exterior instruments obtainable, in a structured manner. It is sort of a standardized manner for LLMs to speak to or work with exterior techniques, making it simpler to carry out multi-step duties. The MCP additionally acts like a contextual information layer that permits AI to see the reside information.

The standard Kite API provides us structured information based mostly on handbook queries. We’d then have to investigate the outcomes and get the insights ourselves. Now with Kite MCP, we will immediately ask portfolio queries by means of pure language prompts like “What’s my P&L at the moment?”. Claude can provide you personalised responses to such queries based mostly in your use case and context.

That is doable because the Kite MCP permits Claude to entry all of the portfolio-related instruments and use them when required. So, now, Claude can analyse our holdings, our earlier orders, our P&L, and far more. Collectively, Zerodha’s Kite MCP and Claude, give us a robust AI investing assistant constructed immediately into our workflow with a single line of code.

Step-by-Step Integration of Kite MCP and Claude

Right here’s how one can combine Kite MCP with Claude and use it as your private inventory buying and selling assistant.

Step 1: Putting in Node.js 

First, you have to obtain the Node from the official web site https://nodejs.org/en/obtain based mostly on the working system you’re utilizing.

As soon as downloaded, confirm its set up utilizing the next command:

# Confirm npm model:
npm -v # Ought to print the downloaded model

Step 2: Configuring Claude Desktop for MCP

The following step is to arrange the configuration file for Claude. Word that the configuration file is exclusive for every shopper.

Since we’re utilizing Claude’s desktop app, we might want to edit Claude’s configuration file. To do that:

1. Go to Claude Settings.
2. Then go to the Developer Part.
3. Click on on “Edit Config”.

4. Search for “claude_desktop_config.json”. If the file isn’t already there, please create it with the identical title.

5. Place the next code inside it and save the file. This code comprises the hyperlink for the Kite MCP that Claude will use to entry the distant instruments.

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

6. Now, restart the Claude Desktop Utility, and it is possible for you to to see all of the MCP instruments obtainable.

Step 3: Testing the Integration

Now that we have now efficiently added the Zerodha Kite MCP server to Caude, it’s time to try it out.

1. Accessing the Newest Information Utilizing Kite MCP

Immediate: “Give me information for nifty 50 for final 20 days with kite”

Output:

Once we put within the question, Claude efficiently detects the Kite MCP AI instruments and begins to checklist which instruments it could use. It then asks us to log in to Kite with the hyperlink. As soon as we click on on the hyperlink and fill in our account particulars, we might be logged in. Then return to Claude and sort “Completed” and it’ll reply your question using the supplied instruments.

2. Checking Portfolio Particulars

Immediate: “What’s my revenue in Kite for the day?”

Output:

Once more, it’s going to ask you to log in; observe the earlier steps to take action. Sort “Completed” and it’ll reply you utilizing Zerodha AI.

Additionally Learn: 7 Finest AI Inventory Market Software program for Buying and selling in 2025

Kite MCP’s Information Safety Measures

We now have examined our personalised buying and selling assistant in Claude utilizing the Kite MCP, and the outputs are trying good. Nevertheless, because the Zerodha AI MCP can entry all the knowledge from the portfolio, it could elevate some issues relating to information safety.

Zerodha thought-about safety and privateness as necessary facets whereas constructing the Kite MCP. Listed here are some factors that Zerodha makes positive: 

• Claude can entry solely the info that’s explicitly licensed by the consumer. It may’t get entry to all the info with out granting permission.
• Zerodha’s credentials are by no means saved inside Claude. Authentication is dealt with securely by means of Zerodha’s techniques.
• The present operations are read-only, which ensures that no transaction happens with out the consumer’s intent and even mistakenly.

Limitations of Utilizing Zerodha’s Kite MCP with Claude

Though Kite MCP is trying promising, there are some factors that we must always think about as small limitations of Zerodha’s AI.

• Repeated Login: For each question you ask, you’ll be requested to log in once more, which appears to be a limitation of Kite MCP. Nevertheless, it could be carried out for safety functions in order that nobody can entry your Zerodha account with Claude when you find yourself away.
• Error Message: Getting “Failed to make use of MCP software” error message with every immediate on the highest proper facet of Claude. Regardless of this, it’s going to reply your immediate whenever you log in.
• Safety Subject: Guarantee that Zerodha credentials aren’t shared throughout the Claude chat, as this will hinder your privateness and your credentials.

Conclusion

The launch of Kite MCP has taken AI-assisted buying and selling and investing to the following degree. Kite MCP’s integration with Claude and different MCP shoppers makes it simply accessible to everybody. By this integration, we get entry to a personalised AI assistant, that may retrieve data, analyze it, and draw insights out of your Zerodha account utilizing pure language prompts. This automated buying and selling and investing course of can change the world of the inventory market eternally. As we discover the capabilities of this integration and use it to reinforce our buying and selling and funding methods, keep up to date with the longer term developments of Zerodha AI because it continues to evolve. 

Regularly Requested Questions