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🔐 Authentication Guide for Unified Trading Server

✅ Issues Fixed

The authentication and session persistence issues have been resolved:

  • ✅ Groww authentication now accepts access_token
  • ✅ Session persistence fixed (no more session ID changes)
  • ✅ Connection stability improved
  • ✅ Authentication state properly maintained

🚀 How to Authenticate with Claude

1. Connect to Claude

Configure Claude Desktop with this MCP server:

{
  "mcpServers": {
    "unified-trading-server": {
      "command": "node",
      "args": ["/Users/shubham/Desktop/my-kite-mcp-server/src/index.js"]
    }
  }
}

2. Available Brokers

Ask Claude: "List available brokers"

You'll see:

  • kite (Zerodha) - Not authenticated
  • groww - Not authenticated
  • dhan - Not authenticated

3. Authenticate with Groww

Use your JWT access token:

"Authenticate groww with access_token: YOUR_TOKEN_HERE"

Get your token from Groww web app:

YOUR_GROWW_JWT_TOKEN_HERE

4. Set Active Broker

"Set groww as active broker"

5. Verify Authentication

"List brokers"
"Show session info"

You should see:

  • ✅ groww - Authenticated ✅ Active

📊 What You Can Do Now

Portfolio Management:

"Show my portfolio"
"Get my positions"  
"Get my margins"

Market Data:

"Get quote for RELIANCE,INFY,TCS"

Technical Analysis:

"Get RSI for RELIANCE"
"Get MACD for INFY"
"Get Bollinger Bands for HDFC"
"Get technical indicators RSI,MACD,BOLLINGER for TCS"

Trading (if supported by your token permissions):

"Create buy order for RELIANCE 1 share at market price"
"Show my order history"

🔧 Authentication Parameters by Broker

Kite (Zerodha)

"Authenticate kite with api_key: YOUR_API_KEY and access_token: YOUR_ACCESS_TOKEN"

OR

"Authenticate kite with api_key: YOUR_API_KEY, api_secret: YOUR_SECRET, and request_token: YOUR_REQUEST_TOKEN"

Groww ✅

"Authenticate groww with access_token: YOUR_JWT_TOKEN"

Dhan

"Authenticate dhan with access_token: YOUR_ACCESS_TOKEN and client_id: YOUR_CLIENT_ID"

🛠️ Troubleshooting

If Authentication Fails:

  1. Check Token Format: Ensure you're using the complete JWT token
  2. Check Expiry: Your token expires on 2025-04-26 (timestamp: 1750984200)
  3. Check Permissions: Your token has: order-basic, live_data-basic, non_trading-basic, order_read_only-basic

If Session Doesn't Persist:

  1. Restart Claude Desktop - This reloads the MCP connection
  2. Check Server Status - Make sure the server is running
  3. Verify Configuration - Ensure Claude config points to correct path

Common Commands:

"List brokers"                    # See authentication status
"Show session info"               # Check your session details
"Logout from groww"              # Logout specific broker
"Logout from all brokers"        # Clear all authentication

✅ Success Indicators

When everything works correctly:

  1. Authentication Response: "Groww access token set successfully!"
  2. Broker List: Shows "groww" as ✅ Authenticated ✅ Active
  3. Session Info: Shows your session ID and authenticated brokers
  4. Portfolio Access: Can fetch portfolio, positions, quotes

🎯 Your Token Details

  • Broker: Groww
  • User ID: eb11b9e8-1f09-43e3-a0ed-51bccea3aa8
  • Device ID: 5ac32e03-8bb7-5a62-9d9f-879b0dfe5b05
  • Session ID: 00fd373c-62ac-4057-b359-e56eb48894a3
  • Expires: April 26, 2025
  • Permissions: Basic trading, live data, non-trading operations

You're all set to start trading! 🚀