You can connect your Zerodha account to AI assistants such as Claude, completely free of charge, using the new Kite Model Context Protocol (MCP). Kite MCP acts as a secure bridge between your AI assistant and your Zerodha account, giving you instant access to a personal financial assistant that understands your portfolio and answers complex market questions in any language of your choice.
What is Model Context Protocol (MCP)?
Model Context Protocol (MCP) is a communication standard that enables AI assistants to interact with real-world data and services. Rather than relying only on pre-trained knowledge, AI tools can now access live information from your Zerodha account.
Similar to Kite Connect APIs, which are now free, you can access your Zerodha account through MCP without any additional charges. To learn more about Kite Connect, visit our Kite Connect guide.
MCP enables AI assistants to provide:
- Real-time data access: Access current market prices, not just historical data
- Personalised insights: Analyse your specific portfolio, not just generic insights
- Interactive capabilities: Retrieve precise information you need, not just answer questions
- Natural conversation: Ask about complex market data in plain language
Without MCP, AI assistants can only access generic information available on the internet and cannot give responses specific to your account.
How to set up Kite MCP
Claude (Mobile)
- Open the Claude app on your mobile device.
- Tap on the context menu (three horizontal lines) in the top-left corner.
- Tap on Settings at the bottom-left of the side panel.
- Tap on Connectors.
- Tap on the + (plus) icon in the top-right corner.
- Tap on Add Custom Connector.
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Enter the following connector details:
- Name: Kite MCP
- Server URL: https://mcp.kite.trade/mcp
- Select Sign in now.
- Select Use Claude’s Published Identity.
- Tap on Add.
Once the Kite MCP is added and connected, the connector automatically syncs to your Kite account.
- Open a chat and ask Claude to connect Kite MCP.
- Tap on Log in to Kite.
- Enter your password and TOTP or app code.
- Once logged in, come back to the chat.
Similarly, you can connect Kite MCP to Claude web or the Claude desktop app.
What can you do with Kite MCP?
With Kite MCP connected to Claude, you can have conversations about your portfolio and the markets in natural language. Here are the currently available features:
Portfolio analysis
You can ask for:
- A breakdown of your portfolio performance across different time periods
- Insights into your sector exposure and diversification
- Alerts when your portfolio drifts from target allocations
- Information about which of your holdings has the highest percentage gain today
- Your current positions and their unrealised P&L
- Research on stocks in natural language while seeing how they would fit with your existing portfolio
- Portfolio reports, comparisons, and visualisations instead of manual calculations
Research capabilities
You can:
- Set up GTT orders to implement systematic entry and exit strategies at predetermined price points
- Analyse your portfolio performance to identify patterns and improve your approach
- Plan your trades, refine your strategies, size your positions and manage risk
- Create custom technical indicators and overlay them with price charts
- Pull historical data to backtest strategies and visualise their performance
- Analyse correlations between your holdings and market indices
- Get current price data, trading volumes, and key statistics for any stock
Account information
You can check:
- Your available margins and buying power
- Your account's P&L for the day
- Your portfolio's risk profile
Security and privacy
Zerodha takes security seriously with the Kite MCP implementation:
- Limited access: Claude can only access data you explicitly authorise.
- No credential storage: Your Zerodha credentials never pass through Claude. Instead, authentication happens externally through Kite's secure two-factor authentication flow.
- Read-only operations: All operations are read-only. Order placement is not available except for GTT orders.