Zerodha-MCP provides a secure interface for AI models to interact with the Zerodha trading platform through a FastMCP server implementation. Built by Aptro, it enables models to authenticate with Zerodha, manage portfolios, place stock and mutual fund orders, retrieve market data, and set up SIPs. The implementation handles authentication flows securely, stores access tokens locally, and provides comprehensive error handling across all trading operations. This server is particularly valuable for users who want to automate trading workflows or analyze their investment portfolio directly within AI assistant conversations.
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Verifies authentication status and initiates login if needed.
Starts the Zerodha login flow.
Retrieves the request token after login.
Retrieves portfolio holdings.
Gets current positions.
Retrieves account margins.
Places a trading order.
Gets quotes for specified symbols.
Retrieves historical price data.
Retrieves mutual fund orders.
Places a mutual fund order.
Cancels a mutual fund order.
Gets available mutual fund instruments.
Retrieves mutual fund holdings.
Gets active SIPs.
Creates a new SIP.
Modifies an existing SIP.
Cancels a SIP.