Tools: Build A Smart Trading Assistant With Kite Mcp Server And Claude...

Tools: Build A Smart Trading Assistant With Kite Mcp Server And Claude...

Posted on Feb 12

• Originally published at Medium on Feb 12

AI assist in determining the current performance of your stocks by analysing your portfolio. That future has arrived with Zerodha’s most recent Kite MCP (Model Context Protocol) version. Through the MCP, you can ask Claude to work with your Zerodha account. Through this connection, investors may ask sophisticated market questions in plain English and communicate with their portfolio. This integration will fundamentally alter your investment process, regardless of your level of experience. We will go into great detail in this guide on how to integrate the Zerodha Kite MCP server with Claude and use it to revolutionise our investment workflow.

Kite MCP Server is a Zerodha-developed backend server program that integrates smoothly with the Kite Connect API. It enables you to programmatically manage your trading account, automate activities, and retrieve market data using a local or hosted server setup. It acts as an intermediary between your application and Zerodha’s trading infrastructure. Kite MCP stands for Model Context Protocol  — a new way to bridge your LLM (like Claude Sonnet 4) with Zerodha’s trading tools , such as holdings, orders, P&L, and market data.

“Check the NIFTY 50 index performance for the last 10 trading days?” “Check my portfolio which stocks perform well?”

And Claude AI responds with insights, using live, contextual data.

Kite MCP turns your AI into a smart stock assistant that understands and acts on your portfolio data — in real time.

GitHub — zerodha/kite-mcp-server: Zerodha Kite MCP server github.com

First, download Node from the official website https://nodejs.org/en/download, depending on your operating system.

Once downloaded, use the following command to validate its installation:

You can download Claude directly from the official site, or clone the app repository to install it on your local machine for more control and customization.

Source: Dev.to