mewcp-kite

Trade smarter with Zerodha Kite — orders, positions, holdings, and live market data via MCP.

A Model Context Protocol (MCP) server that exposes Zerodha Kite Connect's API for trading, portfolio management, and market data retrieval.

Overview

The Kite Connect MCP Server provides full access to Zerodha's trading platform:

• Place, modify, and cancel equity and derivatives orders
• Fetch real-time quotes, historical candlestick data, and instrument lists
• Monitor positions, holdings, margins, and user profile

Perfect for:

• Automating trading workflows through an AI assistant
• Building portfolio monitoring and analysis pipelines
• Querying live and historical market data programmatically

Tools

kite_place_order — Place an order on Zerodha Kite

Place a market, limit, SL, or SL-M order for any NSE/BSE/NFO/MCX instrument.

Inputs:

- `tradingsymbol` (string, required) — Trading symbol (e.g., 'INFY', 'RELIANCE')
- `exchange` (string, required) — Exchange: NSE, BSE, NFO, MCX
- `transaction_type` (string, required) — BUY or SELL
- `quantity` (integer, required) — Number of shares/units (min 1)
- `order_type` (string, optional) — MARKET, LIMIT, SL, SL-M (default: MARKET)
- `product` (string, optional) — MIS (intraday), CNC (delivery), NRML (overnight) (default: MIS)
- `price` (float, optional) — Price for LIMIT orders
- `validity` (string, optional) — DAY or IOC (default: DAY)
- `disclosed_quantity` (integer, optional) — Disclosed quantity
- `trigger_price` (float, optional) — Trigger price for SL/SL-M orders
- `tag` (string, optional) — Tag for order tracking

Output:

{
  "success": true,
  "order_id": "230914000012345",
  "status": "placed",
  "message": "Order placed successfully. Order ID: 230914000012345"
}

kite_get_orders — Get all orders for the user

Returns all orders for the session including status, quantity, price, and timestamps.

Inputs:

(none)

Output:

{
  "success": true,
  "count": 2,
  "orders": [
    {
      "order_id": "230914000012345",
      "tradingsymbol": "INFY",
      "status": "COMPLETE",
      "transaction_type": "BUY",
      "quantity": 10,
      "filled_quantity": 10,
      "average_price": 1452.5,
      "order_timestamp": "2023-09-14 10:32:00"
    }
  ]
}

kite_cancel_order — Cancel an existing order

Cancel a pending order by its order ID.

Inputs:

- `order_id` (string, required) — Order ID to cancel
- `variety` (string, optional) — Order variety: regular, co, amo, iceberg (default: regular)

Output:

{
  "success": true,
  "order_id": "230914000012345",
  "status": "cancelled",
  "message": "Order 230914000012345 cancelled successfully"
}

kite_get_positions — Get all open positions

Returns day and net positions with P&L, buy/sell prices, and M2M values.

Inputs:

(none)

Output:

{
  "success": true,
  "day_positions": [
    { "tradingsymbol": "INFY", "quantity": 10, "pnl": 250.0, "buy_price": 1450.0, "sell_price": 0.0 }
  ],
  "net_positions": [
    { "tradingsymbol": "INFY", "quantity": 10, "pnl": 250.0, "unrealised": 250.0, "m2m": 250.0 }
  ]
}

kite_get_holdings — Get delivery portfolio holdings

Returns all long-term holdings with average price, last price, and P&L.

Inputs:

(none)

Output:

{
  "success": true,
  "count": 3,
  "holdings": [
    {
      "tradingsymbol": "RELIANCE",
      "quantity": 5,
      "average_price": 2400.0,
      "last_price": 2520.0,
      "pnl": 600.0,
      "day_change_percentage": 0.85
    }
  ]
}

kite_get_quote — Get real-time market quotes

Fetch live quotes for one or more instruments including last price, volume, and circuit limits.

Inputs:

- `instruments` (string, required) — Comma-separated instrument symbols (e.g., 'NSE:INFY,NSE:RELIANCE')

Output:

{
  "success": true,
  "count": 1,
  "quotes": {
    "NSE:INFY": {
      "last_price": 1452.5,
      "volume": 1234567,
      "change": 12.5,
      "upper_circuit": 1597.75,
      "lower_circuit": 1307.25,
      "timestamp": "2023-09-14 15:29:59"
    }
  }
}

kite_get_historical_data — Get historical candlestick data

Fetch OHLCV candlestick data for any instrument over a date range and interval. Returns up to 100 candles.

Inputs:

- `instrument_token` (string, required) — Instrument token (use kite_get_instruments to find tokens)
- `from_date` (string, required) — Start date (YYYY-MM-DD)
- `to_date` (string, required) — End date (YYYY-MM-DD)
- `interval` (string, optional) — minute, day, 5minute, 15minute, 30minute, 60minute (default: day)

Output:

{
  "success": true,
  "count": 5,
  "interval": "day",
  "data": [
    { "date": "2023-09-14", "open": 1440.0, "high": 1460.0, "low": 1435.0, "close": 1452.5, "volume": 1234567 }
  ]
}

kite_get_instruments — Get tradable instrument list

Returns instruments available for trading, optionally filtered by exchange. Returns up to 1000 results.

Inputs:

- `exchange` (string, optional) — Filter by exchange: NSE, BSE, NFO, MCX, CDS
- `limit` (integer, optional) — Maximum results to return, 1–1000 (default: 100)

Output:

{
  "success": true,
  "count": 100,
  "exchange": "NSE",
  "instruments": [
    { "tradingsymbol": "INFY", "instrument_token": "408065", "exchange": "NSE", "segment": "NSE", "name": "INFOSYS" }
  ]
}

kite_get_profile — Get user profile

Returns the authenticated user's profile including name, email, phone, and enabled exchanges and products.

Inputs:

(none)

Output:

{
  "success": true,
  "user_id": "AB1234",
  "user_name": "John Doe",
  "user_type": "individual",
  "email": "john@example.com",
  "phone": "9876543210",
  "exchanges": ["NSE", "BSE", "NFO"],
  "products": ["CNC", "MIS", "NRML"],
  "order_types": ["MARKET", "LIMIT", "SL", "SL-M"]
}

kite_get_margins — Get account margins

Returns available, utilized, and total margins for equity and commodity segments.

Inputs:

(none)

Output:

{
  "success": true,
  "equity": { "available": { "cash": 50000.0 }, "utilised": { "debits": 12000.0 } },
  "commodity": { "available": { "cash": 10000.0 }, "utilised": { "debits": 0.0 } }
}

kite_health_check — Check server readiness

Returns server status and supported capability list. Does not require credentials.

Inputs:

(none)

Output:

{
  "status": "ok",
  "server": "CL Kite Connect MCP Server",
  "type": "third-party-integration",
  "auth_required": true,
  "supports": ["orders", "positions", "holdings", "quotes", "historical_data"]
}

API Parameters Reference

Order Types

• `MARKET` — Execute immediately at the best available price
• `LIMIT` — Execute at a specified price or better; requires `price`
• `SL` — Stop-loss limit order; requires both `trigger_price` and `price`
• `SL-M` — Stop-loss market order; requires `trigger_price` only

Product Codes

• `MIS` — Margin Intraday Square-off; must be closed before market end
• `CNC` — Cash and Carry; for delivery/long-term holding
• `NRML` — Normal; for overnight F&O positions

Instrument Token

Finding a token:

Use kite_get_instruments with the exchange filter, then read the instrument_token field.
Example: { "tradingsymbol": "INFY", "instrument_token": "408065", "exchange": "NSE" }

Quote symbol format:

{EXCHANGE}:{TRADINGSYMBOL}
Example: NSE:INFY

Getting Your Kite Connect Credentials

Steps

1. Go to Kite Connect Developer Console

2. Create an app to get your API Key and API Secret

3. Complete the login flow to obtain an Access Token (valid for one trading day)

4. Both `api_key` and `access_token` are required — provide them as static credential fields

Troubleshooting

Missing or Invalid Headers

• Cause: Credentials not provided in request headers or incorrect format
• Solution:

1. Verify `Authorization: Bearer YOUR_API_KEY` and `X-Mewcp-Credential-Id: CREDENTIAL-ID` headers are present

2. Check that the credential is active in your MewCP account

Insufficient Credits

• Cause: API calls have exceeded your request limits
• Solution:

1. Check credit usage in your Curious Layer dashboard

2. Upgrade to a paid plan or add credits for higher limits

3. Contact support for credit adjustments

Credential Not Connected

• Cause: No Kite Connect credential linked to your account
• Solution:

1. Go to Credentials in your MewCP dashboard

2. Add your Kite Connect `api_key` and `access_token` as a static credential

3. Retry the request with the correct `X-Mewcp-Credential-Id` header

Malformed Request Payload

• Cause: JSON payload is invalid or missing required fields
• Solution:

1. Validate JSON syntax before sending

2. Ensure all required tool parameters are included

3. Check parameter types match expected values

Server Not Found

• Cause: Incorrect server name in the API endpoint
• Solution:

1. Verify endpoint format: `{server-name}/mcp/{tool-name}`

2. Use correct server name from documentation

3. Check available servers in your Curious Layer account

Kite Connect API Error

• Cause: Upstream Kite Connect API returned an error
• Solution:

1. Check Kite Connect service status at Kite Status Page

2. Verify your access token is valid and not expired (tokens expire at end of trading day)

3. Review the error message for specific details

Resources

• **Kite Connect API Documentation** — Official API reference
• **Kite Connect API Reference** — Complete endpoint reference
• **FastMCP Docs** — FastMCP specification
• **FastMCP Credentials** — FastMCP Credentials package for credential handling