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stocksFeb 20, 2026, 12:00 AM

Kotak Neo Launches MCP AI Trading Integration

Kotak Neo has published a step-by-step setup guide for MCP, a protocol that securely connects trading accounts to AI for portfolio insights, real-time market data, and trade analysis.

Kotak Neo, the retail trading platform from Kotak Securities, has published a new setup and usage guide aimed at traders who want to connect their portfolios with artificial intelligence. The guide focuses on MCP, which the company describes as a secure connection between a trading account and AI systems, enabling users to obtain portfolio insights, real-time market data, and trade analysis through conversational interactions.

The instructional material walks users through what MCP is and how it works, followed by a step-by-step configuration process. According to the guide, traders can use the integration to analyze portfolio performance and risk, review trade book insights, and access research ideas alongside live market data. Kotak Neo is also providing a configuration code file on its platform to assist with the setup.

The move underscores the broker's push to embed AI-assisted tools into its offering. Kotak Neo markets itself as a platform for both new investors and experienced traders, with free access to research, competitive pricing, and high-speed trading tools. The company is also promoting free demat and trading account opening as part of its service.

The guide is presented through a video and supporting links published by Kotak Neo. It reflects a broader trend among trading platforms to incorporate AI assistants and automation into portfolio management workflows. For users, the practical benefit is the ability to query their own account data and receive AI-generated analysis without manually exporting files or switching between systems.

Kotak Neo says its product team is available to answer questions from users trying the integration. No commercial terms or pricing changes were announced alongside the release.

Source: Kotak Securities