dhan-mcp-server 0.2.0

Model Context Protocol (MCP) server for DhanHQ trading platform

DhanHQ MCP Server

A Model Context Protocol (MCP) server that provides access to DhanHQ trading platform APIs. This server allows AI assistants and other MCP clients to interact with your DhanHQ trading account.

Features

• Holdings Summary: Fetch your current holdings from DhanHQ
• Extensible architecture for adding more DhanHQ API endpoints

Prerequisites

• Python 3.10 or higher
• DhanHQ account with API access
• DhanHQ Client ID and Access Token

Installation

Option 1: Install from PyPI (when published)

pip install dhan-mcp-server

Option 2: Install from source

git clone https://github.com/Vedhasagaran/dhan-mcp-py.git
cd dhan-mcp-py
pip install -e .

Option 3: Direct installation from GitHub

pip install git+https://github.com/Vedhasagaran/dhan-mcp-py.git

Configuration

1. Set Environment Variables

The server requires DhanHQ credentials to be set as environment variables:

Windows (PowerShell):

$env:DHAN_CLIENT_ID="your_client_id"
$env:DHAN_ACCESS_TOKEN="your_access_token"

Windows (Command Prompt):

set DHAN_CLIENT_ID=your_client_id
set DHAN_ACCESS_TOKEN=your_access_token

Linux/Mac:

export DHAN_CLIENT_ID="your_client_id"
export DHAN_ACCESS_TOKEN="your_access_token"

Using .env file (recommended):

Create a .env file in your project directory:

DHAN_CLIENT_ID=your_client_id
DHAN_ACCESS_TOKEN=your_access_token

2. Configure MCP Client

Add the server to your MCP client configuration. The configuration file location varies by application:

• Claude Desktop: %APPDATA%\Claude\claude_desktop_config.json (Windows) or ~/Library/Application Support/Claude/claude_desktop_config.json (Mac)
• Other MCP Clients: Refer to your client's documentation

Example configuration:

{
  "mcpServers": {
    "dhan": {
      "command": "dhan-mcp-server",
      "env": {
        "DHAN_CLIENT_ID": "your_client_id",
        "DHAN_ACCESS_TOKEN": "your_access_token"
      }
    }
  }
}

Alternative using Python directly:

{
  "mcpServers": {
    "dhan": {
      "command": "python",
      "args": ["-m", "server"],
      "env": {
        "DHAN_CLIENT_ID": "your_client_id",
        "DHAN_ACCESS_TOKEN": "your_access_token"
      }
    }
  }
}

Usage

Starting the Server Manually

If you want to run the server directly:

dhan-mcp-server

Or with Python:

python -m server

The server communicates via stdio (standard input/output) using the MCP protocol.

Available Tools

Once connected via an MCP client, the following tools are available:

get_holdings_summary

Fetches your current holdings from DhanHQ.

Returns:

{
  "holdings": [
    // Array of holding objects
  ]
}

Development

Setting Up Development Environment

# Clone the repository
git clone https://github.com/Vedhasagaran/dhan-mcp-py.git
cd dhan-mcp-py

# Create virtual environment
python -m venv venv

# Activate virtual environment
# Windows:
venv\Scripts\activate
# Linux/Mac:
source venv/bin/activate

# Install in editable mode with dependencies
pip install -e .

Adding New Tools

To add new DhanHQ API endpoints:

1. Add a new function in server.py decorated with @mcp.tool()
2. Follow this pattern:

@mcp.tool()
def your_new_tool() -> dict:
    """
    Description of what this tool does.
    """
    client = dhanhq(client_id, access_token)
    result = client.your_api_method()
    return {"data": result}

Security Notes

• Never commit credentials: The .gitignore file excludes .env files
• Keep tokens secure: Access tokens provide full access to your DhanHQ account
• Use environment variables: Always load credentials from environment variables
• Rotate tokens regularly: Follow DhanHQ's security best practices

Troubleshooting

"Missing DHAN_CLIENT_ID or DHAN_ACCESS_TOKEN"

Ensure environment variables are set correctly. Check with:

# Windows PowerShell
echo $env:DHAN_CLIENT_ID

# Linux/Mac
echo $DHAN_CLIENT_ID

MCP Client Can't Find Server

Verify the installation:

pip show dhan-mcp-server
which dhan-mcp-server  # Linux/Mac
where dhan-mcp-server  # Windows

License

MIT License - see LICENSE file for details

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

Resources

• DhanHQ API Documentation
• Model Context Protocol
• FastMCP Documentation