How to Connect Zerodha Kite Account to Claude AI Using MCP

MCP, short for Model Context Protocol, allows AI assistants like Anthropic’s Claude and OpenAI’s ChatGPT to directly connect with the apps and retrieve real-time information. This allows any AI assistants to directly connect with any app to create an agent experience. Anthropic was the first to introduce MCP, and now it is supported by many platforms, including recent announcements by Windows and also by Google.

Very recently, Zerodha, the popular trading platform in India, has also announced its Kite MCP server, which allows you to connect your Zerodha trading account to any AI assistant and analyze your trading data in real time.

While the term MCP might sound complex to you if you are a beginner, however, it is easy to connect just like using your AI assistant. In this guide, I’m going to guide you on how to connect your Zerodha Kite trading account to the Claude AI using the Kite MCP server. The steps pretty much remain the same for other AI assistants like Cursor or Windsurf.

How to Connect Your Zerodha Account to Claude AI

Before connecting your Zerodha Kite account to the Claude server, here are the prerequisites that you need to require and install on your device to make it work.

You can also connect to any other AI assistant. They also have a recently published video on how to use MCP and connect different MCP servers to Claude. You can view the video below to learn how to set up the MCP server in Claude.

First, go to the Claude website and install the Claude desktop app on your device. Next, download and install Node.js from the Node.js site. Open the file and start installing Node.js on your device.

Once you have successfully installed it, you can use this command node –version in the terminal or your command prompt and check if it is installed on your device.

Once you have successfully installed Node.js on your device, you have to have an active Zerodha Kite trading account. Ensure you remember your Zerodha KITE login details.

Now, follow the steps below to create and connect your ClaudeAI to your trading account. In this case, I am using a Mac; you can also use Windows to connect your Claude AI to your Zerodha account.

• First, open the Claude app on Mac or Windows and sign in with your account.
• Now, click on the Settings.
  
• Go to Developer options and click on the edit config.
  
• Now it will open the edit config file. File name: claude_desktop_config.json
  
• Now open it in any file editor, copy the following code, paste it into the edit config file, and save it.
  {
  “mcpServers”: {
  “kite”: {
  “command”: “npx”,
  “args”: [“mcp-remote”, “https://mcp.kite.trade/sse”]
  }
  }
  }
• Now, restart the Claude app to connect your Zerodha KITE MCP server to your Claude account.

How To Use Claude AI To Analyze Your Zerodha Kite Portfolio

First, you will need to log in and access your account. Open the Claude app on your device, click on the new chat, and ask Claude to analyze your portfolio. Example prompt: Analyse my portfolio.

• Allow all necessary permissions, and now it will create a new login link.
• Click on the Login link and sign in with your Zerodha Kite account.

• Enter your credentials and sign in with your account. 

• Once your account is successfully connected, allow all the necessary permissions for ClaudeAI to access your portfolio.

• Now you can directly interact with ClaudeAI to analyze your performance.

What Can You Do With Kite MCP?

Once you have successfully connected Kite MCP with your Claude desktop, you can use it to analyze and research your portfolio and more. The possibilities are endless.

Many users have already started using it to analyze their stock portfolio, do market research, and get a complete breakdown of their stock portfolio and their stock’s performance. Here are a few examples.

u check out the whole websitehttps://t.co/jPgvW9H2uY

— hrishikesh.eth (@hrishikeshhh_) May 21, 2025

• You can review your portfolio by asking about your current portfolio holdings and asking Claude AI about your best and worst performance, sector distribution, and portfolio breakdown.
  
• Next, you can also set up GTT orders to implement systematic entry and exit strategies for pre-determined price points.
• You can also analyze your portfolio performance, identify patterns, and plan your trading strategy. Plus, since the possibilities are endless, you can also create your own custom technical indicators and overlay them with the price chart.
• Also, MCP can offer past historical data. You can pull the data, visualize their performance, and create your own new strategies.
• Not ol;y this, the Kite MCP server also allows you to access your account information along with your available margins and power, and also review your day P&L. You can also ask Claude to provide current market indicators using your AI and combine it with other tools, such as internet data research, to further visualize your performance.

If You Are Worried About Security and Privacy, Here Are a Few Things You Must Know

According to Zerodha, Claude and other AI tools have only access to the data that the Kite MCP server has permitted, and also KITE confirms that your credentials never pass through the Claude authentication and pass through Kite’s secure two-factor authentication flow, which means you have to sign in with your account before you can connect your Kite MCP and always allow the server to access your portfolio information.

Currently, the Kite MCP server has read-only access, and this MCP server cannot currently place an order to sell your trades.

And that’s it. You have successfully created and connected your Zerodha Kite account to your Claude desktop. Not just Claude, you can also connect your MCP Zerodha trading account to your Visual Studio, Git, and Visual Studio Code, and also you can set it up on your Linux. If you have any issues connecting your account, comment below, and I would like to guide you.

FAQs on Using Kite MCP

1. Can I connect multiple Zerodha accounts to Claude AI using the MCP server?

No, currently you can only connect one Zerodha account.

2. Are there any costs or subscription fees involved in using Kite MCP with Claude AI?

No, currently connecting your Kite MCP server with Claude is free to use. However, the rate limits of ClaudeAI usage will apply, so currently the Claude free version only offers limited chats per day; You can upgrade to the Claude premium subscription for more rate limits.

3. Can I use other AI assistants (besides Claude) to analyze my Zerodha Kite account using MCP, and is the setup process similar?

Yes, you can use Visual Studio Code to connect to the Kite MCP server. You can view the official documentation here. To connect, first open VS Code settings. You can go to File> Preferences > Settings, and search for Copilot Chat. MCP now clicks on the edit in the settings.json and adds the following code.

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

No, after that, restart VS Code, and next, you need to open the chat panel and select Kite as an MCP server. Now you can connect to the server using your login details and chat with it.

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