Dhan Broker MCP Trades

@mayankthole

8 months ago

Dhan Trading MCP Server A Model Context Protocol (MCP) server integration for the Dhan Trading API, allowing Claude to access your trading account information. Overview This project creates an MCP server that connects the Dhan Trading API with Claude AI, enabling Claude to: Check your account balance View your holdings and positions Get live profit and loss information Fetch latest trading prices Place and manage orders Installation Prerequisites Python 3.8+ installed Claude Desktop application Dhan Trading account with API credentials

Overview Tools Comments

Overview

Dhan-Claude MCP Integration: Project Overview What We Built We've created a Model Context Protocol (MCP) server that connects Claude AI to the Dhan Trading platform. This integration allows Claude to directly access your Dhan trading account data and perform actions like checking balances, viewing positions, and fetching market prices. Key Components

MCP Server At the core of our implementation is a Python-based MCP server that acts as a bridge between Claude and the Dhan API. This server:

Exposes Dhan account data as structured resources Provides tools for Claude to fetch real-time market information Handles the communication protocol between Claude and Dhan

Integration Points Our integration connects to two main systems:

Dhan Trading API: Accesses your financial data through the Dhan-Tradehull package Claude Desktop: Connects via the Model Context Protocol to enable Claude to use your trading data

Available Functionality The integration enables Claude to:

Check your account balance View your current holdings and positions Monitor live profit and loss (P&L) Get latest trading prices for symbols View option chain data (in extended implementation)

Technical Architecture The system follows a clean architecture pattern:

Client Layer: Claude Desktop acts as the client Protocol Layer: MCP manages the standardized communication API Integration Layer: Connects to Dhan's trading API Security Layer: Credentials are stored as environment variables

Implementation Approach We started with a simple approach to ensure connectivity:

Built a basic echo server to test MCP connectivity Added Dhan API integration for account information Handled special output redirection to prevent protocol issues Configured the server to work with Claude Desktop

Security Considerations The implementation keeps your trading credentials secure by:

Using environment variables instead of hardcoded credentials Running locally on your machine without exposing data to external servers Only accessing the specific Dhan API endpoints needed for functionality

Benefits This integration delivers several advantages:

Conversational Interface: Access your trading data by simply chatting with Claude Contextual Awareness: Claude can reference your portfolio when providing insights Seamless Experience: No need to switch between applications to check your investments Extensibility: The framework allows for adding new capabilities in the future

Next Steps The current implementation provides foundational functionality, but could be extended to include:

Trade execution capabilities Portfolio analysis and visualization Automated alerts based on market conditions Historical performance tracking

Try in Playground

Server Config

{
  "mcpServers": {
    "after-market-order": {
      "command": "/Library/Frameworks/Python.framework/Versions/3.13/bin/python3",
      "args": [
        "/Users/mayankthole/Desktop/Dhan Broker MCP trades/after_market_order_tool.py"
      ]
    },
    "fund-balance": {
      "command": "/Library/Frameworks/Python.framework/Versions/3.13/bin/python3",
      "args": [
        "/Users/mayankthole/Desktop/Dhan Broker MCP trades/fund_balance_tool.py"
      ]
    },
    "holdings-positions": {
      "command": "/Library/Frameworks/Python.framework/Versions/3.13/bin/python3",
      "args": [
        "/Users/mayankthole/Desktop/Dhan Broker MCP trades/holdings_positions_tool.py"
      ]
    },
    "margin-calculator": {
      "command": "/Library/Frameworks/Python.framework/Versions/3.13/bin/python3",
      "args": [
        "/Users/mayankthole/Desktop/Dhan Broker MCP trades/margin_calculator_tool.py"
      ]
    },
    "order-book": {
      "command": "/Library/Frameworks/Python.framework/Versions/3.13/bin/python3",
      "args": [
        "/Users/mayankthole/Desktop/Dhan Broker MCP trades/order_book_tool.py"
      ]
    },
    "order-placement": {
      "command": "/Library/Frameworks/Python.framework/Versions/3.13/bin/python3",
      "args": [
        "/Users/mayankthole/Desktop/Dhan Broker MCP trades/order_placement_tool.py"
      ]
    },
    "portfolio-server": {
      "command": "/Library/Frameworks/Python.framework/Versions/3.13/bin/python3",
      "args": [
        "/Users/mayankthole/Desktop/Dhan Broker MCP trades/portfolio_server.py"
      ]
    },
    "super-order": {
      "command": "/Library/Frameworks/Python.framework/Versions/3.13/bin/python3",
      "args": [
        "/Users/mayankthole/Desktop/Dhan Broker MCP trades/super-order.py"
      ]
    }
  }
}

Build with ShipAny.