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MCP server for MeroShare (CDSC Nepal) — IPO/FPO applications, portfolio, and share management

Project description

mcp-meroshare

MCP (Model Context Protocol) server for MeroShare — Nepal's online share application system by CDSC Nepal.

Use it through opencode or any MCP-compatible client to manage IPO/FPO applications, portfolio, and share transactions directly from your AI tools.

Security

Credentials are stored in your OS keychain — never visible to the AI model.

OS Backend
macOS Keychain (Security Framework)
Windows Windows Credential Manager
Linux Secret Service (gnome-keyring / KDE Wallet)

If no keychain backend is available (e.g. headless Linux), the server falls back to a JSON config file at ~/.meroshare/config.{profile}.json with a warning.

Features

  • IPO/FPO Application — view open issues, apply with dry-run support
  • Portfolio — check your holdings and transaction history
  • Account — view DP list, own details, linked bank accounts
  • Multiple Accounts — switch between profiles (e.g. personal, family, office)
  • Security — credentials stored in OS keychain, never pass through the AI model

Tools

Tool Description
meroshare_get_dp_list List all DPs with their code numbers (call this first)
meroshare_login Log in to an account profile (reads from keychain)
meroshare_logout Clear session
meroshare_get_current_issues Open IPO/FPO/Rights issues
meroshare_apply_ipo Apply for an issue (with dry_run preview)
meroshare_get_bank_details Linked bank account info
meroshare_get_own_detail Your profile (BOID, demat, email)
meroshare_get_transactions Share transaction history

Installation

pip install mcp-meroshare

Quick Start

1. Find your DP

Call meroshare_get_dp_list to see available Depository Participants. Note the code number (e.g. 10400 for NABIL INVESTMENT BANKING LTD.).

2. Configure credentials (terminal, not through AI)

mcp-meroshare configure

You'll be prompted for:

  • DP code (from step 1)
  • Username (your BOID)
  • Password
  • CRN number
  • Transaction PIN (optional)

Credentials are saved to your OS keychain — the AI model never sees them.

3. Log in

meroshare_login

4. Apply for an IPO

meroshare_get_current_issues
meroshare_apply_ipo company_share_id: 123, applied_kitta: 10, demat: "...", boid: "...", bank_id: 1, account_branch_id: 1, account_number: "...", account_type_id: 1, customer_id: 1

Use dry_run: true to preview the application without submitting.

Multiple Accounts (Profiles)

mcp-meroshare configure --profile family
mcp-meroshare configure --profile office

Then in your AI client:

meroshare_login profile: family
meroshare_login profile: office

Each profile stores a separate entry in the OS keychain under service mcp-meroshare. The default profile name is default.

Environment Variables

Variable Default Description
MERO_SHARE_SESSION_TIMEOUT 900 (15 min) Session idle timeout in seconds
MERO_SHARE_MAX_RETRIES 2 Number of retries on 5xx/network errors
MERO_SHARE_CLIENT_ID DP client ID (resolved from DP code during configure)
MERO_SHARE_USERNAME MeroShare username / BOID
MERO_SHARE_PASSWORD Account password
MERO_SHARE_CRN_NUMBER CASBA registration number
MERO_SHARE_TRANSACTION_PIN Transaction PIN

Resolution order: OS keychain → environment variables → JSON config file (legacy fallback).

Set any of these to override the keychain value for a session.

CLI Flags

mcp-meroshare                   Run the MCP server
mcp-meroshare configure         Interactive credential setup (saves to OS keychain)
mcp-meroshare configure --profile family   Set up a specific profile
mcp-meroshare --debug           Run with debug logging
mcp-meroshare --version         Show version

License

MIT

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