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Zerodha MCP Integration

by aptro

This project integrates Zerodha's trading platform with Claude AI using the Multi-Cloud Plugin (MCP) framework. It allows you to interact with your Zerodha trading account directly through Claude.

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What is Zerodha MCP Integration?

The Zerodha MCP Integration is a plugin that connects your Zerodha trading account to Claude AI using the Multi-Cloud Plugin (MCP) framework. This allows you to manage your Zerodha account, place orders, check positions, and access market data directly through natural language commands within Claude.

How to use Zerodha MCP Integration?

First, set up a Zerodha Developer account and create an app to obtain API credentials. Configure environment variables with these credentials. Install the necessary dependencies and the MCP config on your Claude desktop app. Once set up, you can interact with your Zerodha account via Claude using natural language commands for authentication, stock trading, and mutual fund management.

Key features of Zerodha MCP Integration

  • Seamless integration with Zerodha trading platform

  • Natural language interaction with Claude AI

  • Support for stock trading and mutual fund management

  • Authentication and secure credential storage

  • Ability to check account margins, view portfolio holdings, and place orders

Use cases of Zerodha MCP Integration

  • Automated trading strategies through Claude AI

  • Hands-free portfolio management

  • Quick access to market data and account information

  • Voice-controlled trading

  • Simplified mutual fund investments

FAQ from Zerodha MCP Integration

How do I authenticate with Zerodha?

The first time you use any Zerodha functionality, Claude will start a local server, open a browser window for Zerodha login, and store the access token after successful login.

Where are my Zerodha API credentials stored?

Your Zerodha API credentials are stored only in your local .env file.

What if I encounter authentication issues?

Try removing the .tokens file and restart the authentication process. Also, ensure your Zerodha credentials in the .env file are correct.

Is my trading data secure?

Yes, access tokens are stored in the .tokens file in the project directory. No credentials are transmitted to Claude or any third parties. All authentication happens directly between you and Zerodha's servers.

What kind of orders can I place?

You can place buy and sell orders for stocks and mutual funds. You can also create, modify, and cancel SIPs.