5paisa MCP AI - Setup Guide for Windows

1. Install Python

• Visit python.org
• Download python installer Download Python 3.13.4 and run it (Make sure to tick all the boxes while installation)
• Once installation is complete, search for Command Prompt in Windows search and run below command: 

python ––version

You should be able to see version like 3.13.4

2. Install Node.js

• Visit nodejs.org
• Download the Windows Installer (.msi)
• Run the installer and follow the prompts
• Open Command Prompt just like we did after python installation and verify installation:

node --version

3. Download the Project Code

• Go to the GitHub repository
• Click Code > Download ZIP
• Extract the ZIP and open the folder

4. Run Windows Setup Script

• Double-click setup_windows.bat in the downloaded folder. 
• If prompted by security, click "More info" > "Run anyway"

5. Update Credentials

• Open creds.json file
• Add your 5paisa API keys (available after logging and generate in the dashboard)
• Set up TOTP by reactivating it in your 5paisa account which you can find under profile section once you login into 5paisa web
• Paste the TOTP secret and your login PIN into creds.json

6. Install Claude Desktop

• Download from claude.ai/download
• Move the executable to a preferred location
• Run Claude Desktop

7. Configure Claude Integration

• In Claude, go to Settings > Developer Options > Edit Config (Here we mean application settings but not usual settings)

• In claude_desktop_config.json, paste:

{
  "mcpServers": {
    "5paisa-tools": {
      "command": "node",
      "args": ["<path-to-dist>/index.js"]
    }
  }
}

• Replace <path-to-dist/index.js> with the full path to index.js from your machine (right-click index.js > Properties > copy path)
• Make sure you have replaced backslash ‘\’ with slash ‘/’ and added index.js at the end
• Once you copy paste the path your file should look like

{
  "mcpServers": {
    "5paisa-tools": {
      "command": "node",
      "args": ["C:/users/nitish/downloads/5Paisa-MCP-Main/dist/index.js"]
    }
  }
} 

8. Restart Claude

• Exit Claude completely (search for Task Manager, open it and right click on claude and click end task)
• Relaunch Claude — you're all set!