Setup Guide

Get Your Angel One API Credentials

To use MyFinanceMCP — whether through the web dashboard, Claude, ChatGPT, or Cursor — you need 4 credentials from Angel One's SmartAPI portal. This guide walks you through generating each one.

1
API Key
Identifies your app
2
Client ID
Your account ID
3
PIN
Your trading PIN
4
TOTP Secret
For 2FA login
1

Sign in to SmartAPI

Open the Angel One SmartAPI portal and log in with your Angel One trading account credentials.

Open SmartAPI Portal →

If you don't have an Angel One account yet, you'll need to open a free Demat account first.

2

Create an App & Get Your API Key

Once logged in to SmartAPI:

a
Go to "My Apps" in the left sidebar
b
Click "Create App"
c
Fill in the details:
  • App Name: anything you like (e.g. "MyFinanceMCP")
  • App Type: select "Trading APIs"
  • Redirect URL: enter https://localhost
d
Click Submit — your API Key will appear on the app details page. Copy it.
You now have API Key e.g. 2XUDeA4C
3

Find Your Client ID

Your Client ID is your Angel One account number. You already have this — it's the ID you use to log in.

You can find it in any of these places:

•
Top-right corner of the SmartAPI dashboard after login
•
Your Angel One mobile app → Profile section
•
The welcome email you received when you opened your account
You now have Client ID e.g. AB1234
4

Your Trading PIN

This is the numeric PIN you use to log into the Angel One app or website. It's typically a 4-digit number that you set when you created your account.

If you've forgotten your PIN, you can reset it from the Angel One app under Settings → Security → Change PIN.
You now have PIN e.g. 1234
5

Generate Your TOTP Secret

TOTP (Time-based One-Time Password) is needed for secure 2FA authentication. Here's how to enable it:

a
In the SmartAPI portal, go to "My Profile" or click your name in the top-right
b
Look for "Enable TOTP" or "External TOTP" option
c
Click "Enable" — a Base32 secret key will be displayed (a long alphanumeric string)
d
Copy this secret immediately and save it somewhere safe
Important: The TOTP secret is only shown once when you enable it. If you lose it, you'll have to disable TOTP and re-enable it to get a new one. Save it now.
You now have TOTP Secret e.g. FA715TVTYXE5Q3WTF6I7...

All Set!

You should now have all 4 credentials. Here's a quick reference:

CredentialWhere You Got ItLooks Like
API KeySmartAPI → My Apps → Your App4XDUeA4C
Client IDYour Angel One account numberAB1234
PINYour trading PIN1234
TOTP SecretSmartAPI → Profile → Enable TOTPFP4O3EVU...

Now you can use these credentials to:

▶
Use the Web Dashboard Log in and view your portfolio right here in the browser
⚙
Connect via MCP Set up Claude, ChatGPT, or Cursor to manage your portfolio with AI