Zerodha
Summary
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.
Available Actions(18)
check_and_authenticate
Verifies authentication status and initiates login if needed.
initiate_login
Starts the Zerodha login flow.
get_request_token
Retrieves the request token after login.
get_holdings
Retrieves portfolio holdings.
get_positions
Gets current positions.
get_margins
Retrieves account margins.
place_order
Places a trading order.
get_quote
Gets quotes for specified symbols.
get_historical_data
Retrieves historical price data.
get_mf_orders
Retrieves mutual fund orders.
place_mf_order
Places a mutual fund order.
cancel_mf_order
Cancels a mutual fund order.
get_mf_instruments
Gets available mutual fund instruments.
get_mf_holdings
Retrieves mutual fund holdings.
get_mf_sips
Gets active SIPs.
place_mf_sip
Creates a new SIP.
modify_mf_sip
Modifies an existing SIP.
cancel_mf_sip
Cancels a SIP.
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