Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Open-source MCP server for Zerodha Kite Connect. Portfolio, market data, backtesting, alerts.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
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Works in Claude on the web, desktop and mobile:
https://kite-mcp-server.fly.dev/mcpRun this in your terminal
claude mcp add --transport http kite https://kite-mcp-server.fly.dev/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"kite": {
"url": "https://kite-mcp-server.fly.dev/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"kite": {
"type": "http",
"url": "https://kite-mcp-server.fly.dev/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
https://kite-mcp-server.fly.dev/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
We have not read this server’s tool list yet; we check endpoints in rotation.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026
The registry name was verified with the GitHub account Sundeepg98, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Not checked yet; we check endpoints in rotation
Not checked yet; we check endpoints in rotation
Not checked yet; we read the tool list when we check the endpoint
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (1.2.0) reached the registry 7 months ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
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Give Claude or ChatGPT direct access to your Zerodha Kite trading account — with order placement, paper trading, options Greeks, backtesting, Telegram alerts, and 11 pre-trade safety checks. 110+ tools. Open source, MIT.
Try the hosted demo (read-only) · Self-host in 60 seconds (full trading) · Compare vs official Zerodha MCP
claude mcp add --transport http kite https://kite-mcp-server.fly.dev/mcp
Then say: *"Log me in to Kite. Show my portfolio. Backtest SMA crossover on INFY. Set an alert for RELIANCE 2% drop."*
Works inside Claude Desktop, Claude Code, claude.ai, ChatGPT Connectors, Cursor, VS Code Copilot, Windsurf — anything MCP-compliant. Complementary to Zerodha's official read-only MCP (22 tools, GTT only); this server adds order placement, alerts, paper trading, options Greeks, and analytics.
algo2go/kite-mcp-* modules) — run go test ./... -count=1 in each moduleOAUTH_JWT_SECRETalgo2go/kite-mcp-riskguard/guard.go (16 RejectionReason constants total; 11 fire on every trade).go build, go vet, go test -race (see .github/workflows/ci.yml)Point your MCP client at:
https://kite-mcp-server.fly.dev/mcp
Order-placement tools are gated off on the hosted instance pursuant to NSE/INVG/69255 Annexure I Para 2.8. Read-only tools (portfolio, market data, backtesting, analytics) work. You still bring your own Kite developer app (per-user OAuth).
git clone https://github.com/Sundeepg98/kite-mcp-server && cd kite-mcp-server
cp .env.example .env # edit: set OAUTH_JWT_SECRET (required) docker compose up -d # builds Dockerfile.selfhost and starts it curl http://localhost:8080/healthz # should return "ok"
Point your client at http://localhost:8080/mcp (use --allow-http if your client requires it). Running locally against your own Kite account is the personal-use safe-harbor path — you remain the Zerodha Client; the software just helps you place orders.
Go users can skip Docker: go build -o kite-mcp-server && ./kite-mcp-server.
Add this to your client config (~/.claude.json, claude_desktop_config.json, .vscode/mcp.json, etc.):
{
"mcpServers": { "kite": { "command": "npx", "args": ["mcp-remote", "https://kite-mcp-server.fly.dev/mcp"] } } }
Then say: *"Log me in to Kite"* — complete the OAuth flow in your browser — then ask anything: *"Show my portfolio"*, *"Backtest SMA crossover on INFY"*, *"Enable paper trading mode"*.
New to this? Start with paper trading: *"Enable paper trading mode"* — virtual Rs 1 crore portfolio, no real money at risk.
Windows + Claude Code footnote: On Windows,
cmd /csilently swallows JSON args containing escaped quotes (\"). If you need to pass static OAuth client info tomcp-remote, write the JSON to a file and reference it via--static-oauth-client-info @path/to/client-info.jsoninstead of inline. Example client-info file lives at~/.claude/mcp-servers/kite-fly-client.jsonin the canonical Windows setup.
OAuth discovery follows the standards: RFC 8414 (OAuth 2.0 Authorization Server Metadata at /.well-known/oauth-authorization-server) and RFC 9728 (OAuth 2.0 Protected Resource Metadata at /.well-known/oauth-protected-resource). mcp-remote auto-discovers via these endpoints — no manual auth configuration required on the client side.
/buy, /sell, /quick, /setalert with inline keyboard confirmation; morning briefing (9 AM IST) and daily P&L (3:35 PM IST)Full tool taxonomy with counts per category in ARCHITECTURE.md.
Clean / hexagonal architecture:
AI Client <-> MCP Protocol <-> Tool Handler <-> Use Case <-> CQRS Command/Query <-> Broker Port <-> Kite Adapter <-> Kite Connect API <-> NSE/BSE
Go 1.25 + mcp-go v0.46.0. SQLite for persistence (credentials, alerts, sessions, audit trail — all AES-256-GCM encrypted), with Litestream continuous replication to Cloudflare R2. OAuth 2.1 + PKCE, each user brings their own Kite developer app. Middleware chain: Timeout -> Audit -> Hooks -> RiskGuard -> Rate Limiter -> Billing -> Paper Trading -> Dashboard URL. Deployed on Fly.io (Mumbai region) with static egress IP for SEBI-mandated whitelisting. See ARCHITECTURE.md.
Not a SEBI-registered intermediary. This is infrastructure software, not an advisory or brokerage service.
- Per-user BYO Kite developer app — you remain the Zerodha Client of record. The server holds no pooled user funds and executes no trades on its own behalf.
- The hosted deployment at
kite-mcp-server.fly.devis read-only; order-placement tools are gated off pursuant to NSE/INVG/69255 Annexure I Para 2.8. Order placement requires running the server locally against your own account.
- Running the server locally against your personal Kite account is the personal-use safe-harbor path — analogous to running your own algo script. See OpenAlgo's framing of the compliance landscape for Indian algo vendors.
- Static egress IP (
209.71.68.157, Mumbai) is published so users can whitelist it in their Kite developer console per the SEBI April 2026 mandate.
- TERMS.md and PRIVACY.md are DRAFT and under independent legal review. Do not rely on them as final legal agreements.
- Trading involves risk. This software is not financial advice. Not affiliated with Zerodha.
OAUTH_JWT_SECRET is the only required variable for multi-user HTTP deployments. Everything else is optional and activates specific features when set. Full table:
| Variable | Required | Default | Purpose |
|---|---|---|---|
OAUTH_JWT_SECRET | Yes (HTTP) | — | Signs JWT tokens for OAuth sessions; also seeds AES-256-GCM encryption key |
KITE_API_KEY | No | — | Global Kite app API key (per-user OAuth used if unset) |
KITE_API_SECRET | No | — | Global Kite app API secret |
KITE_ACCESS_TOKEN | No | — | Pre-authenticated Kite token (bypasses browser login, local dev only) |
ENABLE_TRADING | No | false | Enables order-placement tools (gated off on hosted deployment) |
EXTERNAL_URL | No | http://localhost:8080 | Public URL for OAuth callbacks |
APP_MODE | No | http | http, sse, or stdio |
APP_PORT | No | 8080 | HTTP listen port |
ALERT_DB_PATH | No | alerts.db | SQLite database path |
TELEGRAM_BOT_TOKEN | No | — | Telegram bot for alerts and daily briefings |
ADMIN_EMAILS | No | — | Comma-separated admin email list |
GOOGLE_CLIENT_ID / _SECRET | No | — | Google SSO for dashboard |
STRIPE_* | No | — | Billing tier enforcement |
LITESTREAM_* | No | — | R2/S3 SQLite replication |
EXCLUDED_TOOLS | No | — | Comma-separated tool names to disable |
LOG_LEVEL | No | info | debug, info, warn, error |
Any MCP-compliant client works with the same mcp-remote bridge above. Client-specific file locations:
~/.claude.json (mcpServers key)%APPDATA%\Claude\claude_desktop_config.json (Windows) or ~/.config/Claude/claude_desktop_config.json (macOS/Linux).vscode/mcp.json or equivalentOnly the beginning is shown; read the rest in the repo