Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
Open-source MCP server for Zerodha Kite Connect. Portfolio, market data, backtesting, alerts.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
适用于网页版、桌面版和手机版 Claude:
https://kite-mcp-server.fly.dev/mcp在终端中运行这条命令
claude mcp add --transport http kite https://kite-mcp-server.fly.dev/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"kite": {
"url": "https://kite-mcp-server.fly.dev/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"kite": {
"type": "http",
"url": "https://kite-mcp-server.fly.dev/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
ChatGPT 只能连接互联网上的服务器:
https://kite-mcp-server.fly.dev/mcp菜单名称可能因套餐和版本不同而略有差异。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
我们还没有读取这个服务器的工具列表;我们会轮流检查各个端点。
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月8日
注册名称已通过 GitHub 账户 Sundeepg98 验证,该账户拥有此仓库
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
尚未检查;我们会轮流检查各个端点
尚未检查;我们会轮流检查各个端点
尚未检查;我们会在检查端点时读取工具列表
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在作者的云端运行。通过互联网连接,无需安装,但你发送的内容会经过作者的服务器。
GitHub 仓库最后更新于–,最新版本(1.2.0)于7个月前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,所以接受远程 MCP 服务器的应用也可以使用,例如开启开发者模式的 ChatGPT。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
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.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
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 equivalent只显示了开头部分;其余内容请在仓库中阅读