SNOWFLAKE by VinayMuraskar711 - MCP Server

Zerodha MCP Server - Advanced Trading & Analytics Platform

A cutting-edge Model Context Protocol (MCP) server for Zerodha Kite trading platform, featuring real-time market data streaming, advanced portfolio analytics, AI-powered trading strategies, and comprehensive risk management.

Features

Core Trading Features

Complete Zerodha Kite API Integration - All trading operations supported
Real-time Market Data Streaming - WebSocket-based live data feeds
Order Management - Place, modify, cancel orders with risk validation
Portfolio Analytics - Advanced metrics and performance analysis
Position Tracking - Real-time P&L and exposure monitoring

AI-Powered Analytics

Technical Analysis - RSI, MACD, Bollinger Bands, Moving Averages, ATR, Stochastic
Trading Strategies - SMA Crossover, Mean Reversion, Momentum, Pairs Trading
Backtesting Engine - Test strategies with historical data
Signal Generation - Live trading signals with confidence scores
Risk Scoring - AI-powered risk assessment

Advanced Risk Management

Position Size Limits - Configurable maximum position sizes
Daily Loss Limits - Automatic trading halt on loss thresholds
Portfolio Concentration - Diversification monitoring
Correlation Analysis - Detect correlated positions
Volatility Checks - High-volatility stock warnings
Margin Utilization - Real-time margin monitoring

Comprehensive Analytics

Portfolio Metrics - Sharpe ratio, drawdown, volatility analysis
Performance Attribution - Identify top/worst performers
Sector Analysis - Portfolio sector allocation
Risk Decomposition - Factor-based risk analysis
Correlation Matrix - Position correlation analysis

Smart Alerts & Notifications

Price Alerts - Custom price target notifications
Risk Alerts - Automated risk threshold warnings
Performance Alerts - Portfolio milestone notifications
Market Events - Important market movement alerts

🛠️ Installation & Setup

Prerequisites

Python 3.10 or higher
Zerodha Kite API credentials
VS Code with GitHub Copilot

1. Clone and Setup Environment

# Clone the repository
git clone <repository-url>
cd zerodha-mcp-server

# Create virtual environment
python -m venv .venv

# Activate virtual environment
# Windows:
.venv\\Scripts\\activate
# Linux/Mac:
source .venv/bin/activate

# Install dependencies
pip install -e .

2. Configure Environment Variables

# Copy example environment file
cp .env.example .env

# Edit .env file with your credentials
notepad .env  # Windows
nano .env     # Linux/Mac

Required environment variables:

ZERODHA_API_KEY=your_api_key_here
ZERODHA_API_SECRET=your_api_secret_here
ZERODHA_ACCESS_TOKEN=your_access_token_here  # Optional

3. Install in VS Code

Create .vscode/mcp.json in your workspace:

{
  "servers": {
    "zerodha-mcp-server": {
      "type": "stdio",
      "command": "python",
      "args": ["-m", "zerodha_mcp_server"]
    }
  }
}

Quick Start

1. Initialize Session

# Using the MCP server in VS Code
initialize_session({
  "api_key": "your_api_key",
  "api_secret": "your_api_secret"
})

2. Get Market Data

# Get real-time quotes
get_market_quotes({
  "instruments": ["NSE:RELIANCE", "NSE:TCS", "NSE:INFY"]
})

# Get historical data
get_historical_data({
  "symbol": "NSE:RELIANCE",
  "from_date": "2024-01-01",
  "to_date": "2024-12-31",
  "interval": "day"
})

3. Portfolio Analysis

# Calculate portfolio metrics
calculate_portfolio_metrics({
  "include_risk_metrics": true,
  "include_performance": true,
  "timeframe": "1M"
})

# Technical analysis
technical_analysis({
  "symbol": "NSE:RELIANCE",
  "indicators": ["RSI", "MACD", "Bollinger", "SMA"],
  "period": 20
})

4. Trading Operations

# Place an order
place_order({
  "symbol": "RELIANCE",
  "exchange": "NSE",
  "transaction_type": "BUY",
  "order_type": "LIMIT",
  "quantity": 10,
  "price": 2500,
  "product": "CNC"
})

# Set stop loss
set_stop_loss({
  "symbol": "RELIANCE",
  "stop_loss_price": 2400,
  "quantity": 10
})

5. Strategy Backtesting

# Backtest a strategy
backtest_strategy({
  "strategy_name": "SMA_Crossover",
  "symbol": "NSE:RELIANCE",
  "start_date": "2024-01-01",
  "end_date": "2024-12-31",
  "initial_capital": 100000
})

Available Tools

Authentication

initialize_session - Setup Kite API connection

Market Data

get_market_quotes - Real-time market quotes
get_historical_data - Historical OHLC data
search_instruments - Find trading instruments

Trading

place_order - Place buy/sell orders
modify_order - Modify existing orders
cancel_order - Cancel pending orders

Analytics

calculate_portfolio_metrics - Portfolio analysis
technical_analysis - Technical indicators
check_risk_limits - Risk assessment

Strategy

backtest_strategy - Strategy backtesting
get_live_signals - Real-time trading signals

Alerts

setup_price_alert - Price target alerts

Configuration Options

Risk Management Settings

{
  "max_position_size": 100000,      # Maximum position size
  "max_daily_loss": 10000,          # Daily loss limit
  "max_portfolio_concentration": 20, # Max % in single stock
  "max_leverage": 3.0               # Maximum leverage ratio
}

Analytics Settings

{
  "enable_streaming": true,         # Real-time data streaming
  "enable_analytics": true,         # Portfolio analytics
  "risk_management": true           # Risk checks
}

📊 Available Resources

Access portfolio and market data through MCP resources:

zerodha://profile - User profile and account info
zerodha://portfolio - Holdings and positions
zerodha://orders - Order book
zerodha://positions - Current positions
zerodha://margins - Available margins
zerodha://analytics/portfolio - Portfolio analytics
zerodha://analytics/risk - Risk analysis
zerodha://market/quotes - Market quotes

🧪 Testing & Development

Run Tests

pytest tests/

Development Mode

# Install in development mode
pip install -e .[dev]

# Run with debug logging
export LOG_LEVEL=DEBUG
python -m zerodha_mcp_server

Code Formatting

# Format code
black src/
isort src/

# Type checking
mypy src/

Security Best Practices

Never commit API credentials to version control
Use environment variables for sensitive data
Enable 2FA on your Zerodha account
Monitor API usage regularly
Use paper trading for testing strategies
Review risk limits before live trading

Performance Optimization

Connection pooling for API requests
Async operations for parallel processing
Data caching for frequently accessed data
WebSocket streaming for real-time updates
Efficient data structures for large datasets

Troubleshooting

Common Issues

Authentication Failed
- Check API key and secret
- Verify access token validity
- Ensure proper environment variables
Rate Limiting
- Kite API has rate limits
- Implement request throttling
- Use WebSocket for real-time data
Data Parsing Errors
- Verify instrument symbols format
- Check date format (YYYY-MM-DD)
- Validate numerical inputs

Debug Mode

# Enable debug logging
export LOG_LEVEL=DEBUG
python -m zerodha_mcp_server

Contributing

Fork the repository
Create a feature branch (git checkout -b feature/amazing-feature)
Commit your changes (git commit -m 'Add amazing feature')
Push to the branch (git push origin feature/amazing-feature)
Open a Pull Request

📄 License

This project is licensed under the MIT License - see the file for details.

Disclaimer

This software is for educational and research purposes only. Trading in financial markets involves substantial risk of loss. The authors and contributors are not responsible for any financial losses incurred from using this software. Always test strategies thoroughly before using real money.

Resources

Support

For support and questions:

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