What This Is
I'm a tech entrepreneur who grew impatient with tab-switching: logging into Zerodha, fetching charts, reading news, then manually piecing it together.
So I built a remote MCP server that lets Claude Desktop talk directly to your data—no code, no local servers.
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🔐
Locker ID = Your API Key (plus Kite API credentials) for secure access
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📊
Live Portfolio Data Real-time Zerodha holdings & orders
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📈
Technical Analysis Advanced indicators from Yahoo Finance
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📰
Market Intelligence Latest news, fundamentals & sentiment
Examples: Ask Claude
"Which of my stocks is underperforming?"
"Fundamental & technical analysis on my worst performer."
"Place a buy if INFY drops 3%."
"Show latest news on my holdings."
"Compare my XIRR vs. Nifty 50."
How It Works
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1
Install Claude Desktop
Download from claude.ai/download
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2
Choose Your Mode
👶 Beginner Mode
Just enter your Locker ID and start using Claude with official Kite tools.
🚀 Advanced Mode
Get free Kite API credentials from developers.kite.trade for full control.
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3
Get Your Locker ID
Enter your email above to receive your Locker ID instantly
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4
Start Chatting
Follow the setup guide in your email to connect Claude with your portfolio
How to Get Your Kite API Credentials
To connect securely with Zerodha, you'll need a Kite API Key and API Secret. Here's how to get them:
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1
Sign up or log in at developers.kite.trade/signup
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2
Go to developers.kite.trade/create and click Create New App
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3
Select Personal (Free) as the app type
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4
Fill in these details:
- App Name: AI Stock Manager
- Zerodha Client ID: AB1234 (find this on your Kite dashboard)
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Redirect URL:
https://mcp.aistockanalyser.com/mcp/callback
- Description: make my own portfolio manager
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5
Click Create to get your API Key and Secret. You'll need these for the All-in-One Mode setup.
Why It's Epic
Two Setup Modes
Choose between beginner-friendly split mode or advanced all-in-one mode.
No Local Servers
Just chat from day one—everything runs in the cloud.
Remote MCP
Cutting-edge technology with secure OAuth & token handling.
Unified Data
Holdings + charts + news + orders in one AI assistant.
Zero Code
Works for non-devs and devs alike—no programming needed.
Managed Infrastructure
I maintain everything—you focus on insights.
Fully Secure
Your Kite API credentials are stored privately and scoped to your Locker ID only.
Under the Hood
FastAPI + FastMCP exposes a Streamable‑HTTP (with SSE fallback) endpoint. Claude Desktop uses npx mcp-remote
(no global install—just Node.js & npx) to handle JSON‑RPC calls, session negotiation, and retries.
🤖 All-in-One Mode
Single configuration with Kite API credentials for complete portfolio access.
🏦 Split Mode
Separate configurations for trading and research tools.