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Angel One Mcp Server

Created By
bhavesh00095 months ago
# Angel One MCP Trading Assistant A Model Context Protocol (MCP) server and client that provides natural language interface to Angel One trading APIs. This allows you to interact with your Angel One trading account using conversational commands through Claude AI. ## 🚀 Features - **Natural Language Trading**: Ask questions in plain English about your portfolio, market data, and trading operations - **🧠 Multi-Step Intelligence**: Advanced reasoning for complex queries requiring multiple API calls and analysis - **🔄 Auto-Chaining**: Automatically executes sequential operations (e.g., search stock → get price) - **📊 Portfolio Analysis**: Complex portfolio performance analysis with historical data - **Comprehensive API Coverage**: Access all major Angel One APIs including: - Portfolio management (holdings, positions, profile) - Order management (place, modify, cancel orders) - Market data (live prices, historical data, search) - Market analysis (option Greeks, gainers/losers, put-call ratio) - GTT (Good Till Triggered) orders - Utility functions (position conversion, charge estimation) - **Safety Features**: Built-in safety limits and dry-run mode for testing - **Error Handling**: Detailed error context for troubleshooting
Content

Angel One MCP Server

Angel One Limited (formerly Angel Broking Limited) is India's leading stockbroker firm established in 1996, serving over 24.7 million clients across major Indian stock exchanges including BSE and NSE. This server provides access to Indian equity markets, commodities, and derivatives trading.

A Model Context Protocol (MCP) server that provides comprehensive trading and market data functionality for Angel One through their SmartAPI.

Features

Portfolio Management

  • View stock holdings and investment portfolio
  • Get comprehensive family account holdings
  • Check current trading positions
  • Access Risk Management System (RMS) limits

Trading Operations

  • Place buy/sell orders (market, limit, stop-loss)
  • Modify existing orders
  • Cancel orders
  • View order book and trade history
  • Create GTT (Good Till Triggered) rules

Market Data

  • Real-time Last Traded Price (LTP)
  • Historical candlestick (OHLC) data
  • Search for stocks and instruments
  • Top gainers/losers analysis
  • Put-Call Ratio (PCR) for market sentiment

Advanced Features

  • Option Greeks calculation
  • Position conversion
  • Brokerage estimation
  • Automated authentication with TOTP
  • Comprehensive error handling
  • Safety controls and dry-run mode

Installation

pip install angel-one-mcp

Configuration

You can configure your Angel One credentials using either of these approaches:

Create a .env file in your project directory:

ANGEL_ONE_API_KEY=your_api_key
ANGEL_ONE_CLIENT_CODE=your_client_code
ANGEL_ONE_PASSWORD=your_password
ANGEL_ONE_TOTP_SECRET=your_totp_secret
MAX_ORDER_QUANTITY=10000
DRY_RUN_MODE=false

Then configure Claude Desktop (claude_desktop_config.json):

{
  "mcpServers": {
    "angel-one-trading": {
      "command": "python",
      "args": ["-m", "angel_one_mcp.server"]
    }
  }
}

Option 2: Direct Configuration

Configure credentials directly in Claude Desktop (claude_desktop_config.json):

{
  "mcpServers": {
    "angel-one-trading": {
      "command": "python",
      "args": ["-m", "angel_one_mcp.server"],
      "env": {
        "ANGEL_ONE_API_KEY": "your_api_key",
        "ANGEL_ONE_CLIENT_CODE": "your_client_code", 
        "ANGEL_ONE_PASSWORD": "your_password",
        "ANGEL_ONE_TOTP_SECRET": "your_totp_secret"
      }
    }
  }
}

Note: Option 1 is recommended as it keeps sensitive credentials separate from configuration files.

Usage Examples

Portfolio Management

  • "Show my current holdings"
  • "What's my available margin?"
  • "Display my open positions"

Trading

  • "Buy 100 shares of RELIANCE at market price"
  • "Place a limit order to sell 50 TCS at ₹3500"
  • "Cancel order ID 12345"

Market Data

  • "What's the current price of NIFTY?"
  • "Show me top gainers today"
  • "Get historical data for SBIN"

Security Features

  • Automatic TOTP-based authentication
  • Configurable order quantity limits
  • Dry-run mode for testing
  • Comprehensive error handling
  • No credential storage in memory

Requirements

  • Python 3.8+
  • Angel One SmartAPI account
  • Valid API credentials and TOTP setup

License

MIT License

Server Config

{
  "mcpServers": {
    "angel-one": {
      "command": "uvx",
      "args": [
        "angel-one-mcp-server"
      ],
      "env": {
        "ANGEL_ONE_API_KEY": "<YOUR_API_KEY>",
        "ANGEL_ONE_CLIENT_CODE": "<YOUR_CLIENT_CODE>",
        "ANGEL_ONE_PASSWORD": "<YOUR_PASSWORD>",
        "ANGEL_ONE_TOTP_SECRET": "<YOUR_TOTP_SECRET>"
      }
    }
  }
}
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