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How to connect your Zerodha account to AI assistants with Kite MCP?

You can connect your Zerodha account to AI assistants like Claude, Cursor, and Windsurf completely free of charge using the new Kite Model Context Protocol (MCP). This gives you instant access to a personal financial assistant that understands your portfolio and can answer complex 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 (Desktop)

Install Node.js

Download and install Node.js from nodejs.org.
Verify your installation by opening the command prompt and typing node –version

Configure Claude Desktop

Open your Claude Desktop application.
Go to Settings (gear icon).
Click on Developer in the left sidebar.
Click Edit Config.
Add the following configuration:

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

Save and restart Claude Desktop.

For a visual walkthrough of the setup process, watch this step-by-step video guide on configuring MCP for Claude Desktop.

Verify your connection

In Claude Desktop, look for the tools/hammer icon in the chat interface.
Click it to verify Kite MCP tools are available.
Follow the authorisation prompts to connect to your Zerodha account.

Visual Studio Code

You can also configure Kite MCP if you prefer using Visual Studio Code with AI extensions:

Prerequisites

Visual Studio Code installed
Node.js installed
VS Code GitHub Copilot extension or another AI extension that supports MCP

Configuration steps

Open VS Code settings (File > Preferences > Settings, or press Ctrl+,).
Search for "copilot chat mcp" or navigate to the GitHub Copilot Chat configuration.
Click on Edit in settings.json.
Add the following configuration to your settings.json file:

"mcp": {
    "inputs": [],
    "servers": {
        "kite": {
            "url": "https://mcp.kite.trade/mcp"
        }
    }
}

Save the settings file and restart VS Code

Open the Copilot Chat panel and use the /mcp command to verify that Kite appears as an available MCP server.
When prompted, authorise your Zerodha account to connect with VS Code.

For more detailed information on setting up MCP servers in VS Code, refer to the official documentation.

Setup on Linux (Ubuntu/Debian)

You can use two unofficial builds for Claude Desktop on Linux:

Using aaddrick's Debian/Ubuntu build

Visit the GitHub Repository.
Install using these commands:

git clone https://github.com/aaddrick/claude-desktop-debian.git
cd claude-desktop-debian
chmod +x build.sh
./build.sh
sudo dpkg -i ./claude-desktop_*.deb


Using k3d3's Nix Flake method

Visit the GitHub Repository.
Run quickly with:

NIXPKGS_ALLOW_UNFREE=1 nix run github:k3d3/claude-desktop-linux-flake --impure


Configure MCP after installation

Create the configuration directory and file:

mkdir -p ~/.config/Claude
nano ~/.config/Claude/claude_desktop_config.json

Add the following configuration:

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


Alternative: Use Claude Code (official Linux support)

Install Claude Code:

npm install -g @anthropic-ai/claude-code
claude
/mcp add

When prompted, set up the Kite MCP server with the remote URL

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

Please note: Order placement, historical trade data, portfolio data, and some other features are currently unavailable. Kite MCP primarily provides market data and portfolio analysis capabilities at this time.

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

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