🚀 Quick Start Guide
New to trading or AI tools? Start here! This section gives you a simple overview of what you'll need and what you'll get.
What You'll Need
- A Zerodha trading account (like a bank account for stocks)
- Claude Desktop (a smart AI assistant for your computer)
- Node.js (a tool that helps run the software)
- A Locker ID (we'll send this to your email)
What You'll Get
- Real-time stock prices and market data
- AI-powered analysis of your portfolio
- Smart trading suggestions
- Easy-to-understand market insights
🛣️ Choose Your Path
👶 Beginner Path (Split Mode)
Perfect for new traders! This setup is simpler and doesn't require any special developer accounts.
- ✅ No developer account needed
- ✅ Easier to set up
- ✅ Great for learning
- ✅ Separate research and trading
🚀 Advanced Path (All-in-One Mode)
For experienced traders who want everything in one place. Requires a free developer account.
- ✅ Everything in one panel
- ✅ More powerful features
- ✅ Better for active trading
- ✅ Requires developer account
📋 Before You Start
Required Software
💻
📦
🏦
⚠️ Important Notes
- If you have Node.js 20+, uninstall it and install v18 to avoid issues
- Make sure to check your email for the Locker ID
- Keep your Locker ID and API keys secure - never share them
Check Your Setup
Open your terminal/command prompt and run these commands:
$ node -v # Should show v18.x
$ npm -v # Should show ≥ 8
$ npx -v # Should show ≥ 8
⚙️ Setup Instructions
Choose your setup:
🚀 Advanced Mode Setup
Step 1: Enable Developer Mode
- Open Claude Desktop
- Click on Settings (⚙️ icon)
- Find "Developer Mode" and turn it ON
Step 2: Get Kite API Credentials
- Visit developers.kite.trade/signup
- Sign in with your Zerodha account
- Click "Create New App"
- Fill in these details:
- App Type: Personal (Free)
- App Name: AI Stock Manager
- Client ID: Your six-char Zerodha ID
- Redirect URL:
https://mcp.aistockanalyser.com/mcp/callback
- Click "Create" and copy both API Key and API Secret
Step 3: Configure Claude Desktop
Copy this configuration and replace the placeholders:
{
"globalShortcut": "",
"mcpServers": {
"Portfolio-Copilot-kite": {
"command": "npx",
"args": [
"mcp-remote",
"https://mcp.aistockanalyser.com/mcp?kiteapikey=YOUR_API_KEY&kiteapisecret=YOUR_API_SECRET",
"--auth", "none",
"--header", "Authorization: Bearer YOUR_LOCKER_ID"
]
}
}
}
Step 4: Complete Setup
- Restart Claude Desktop
- Type
login_urlto get Zerodha login link - Click the link and log in to Zerodha
- Copy the request_token from the URL
- Type
set_token("YOUR_TOKEN")
✅ Testing Your Setup
Try These Commands
Basic Tests
get_live_price("INFY")— Check if you can get stock pricesget_holdings— See your portfolio
Advanced Tests
calculate_rsi("INFY")— Test technical analysisget_fundamentals("TCS")— Check company data
Common Issues
- Token expired? Run
login_url→set_token() - Command not found? Make sure Node.js is installed correctly
- 401 error? Check your Locker ID and API keys
📋 Available Commands
Portfolio Commands
get_holdings— See all your stocks and investmentsget_positions— Check your active trades
Market Data
get_live_price("NSE:TCS")— Get current stock pricecalculate_rsi("TCS", 14)— Calculate RSI indicator
Research Tools
get_fundamentals("TCS")— Get company financialsget_latest_news("TCS")— Read latest newsget_earnings_history("TCS")— View past earnings
🔧 Maintenance
Keeping Your Setup Secure
- Change your API Secret every 90 days
- Keep your Locker ID private
- Use different apps for personal and business trading
Updating Software
- Check claude.ai/download for updates
- Back up your config before updating
- Keep Node.js at version 18.x
💬 Need Help?
Having trouble? I'm here to help! Send me an email with your question.
Contact Support