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What Claude can call

Tools are grouped below. Exact names appear in Claude’s tool list after you connect. Write tools need Allow trading; everything else needs Allow analysis.

Account & book (read)​

  • Account info, funds, ledger, trade history
  • Positions and P&L
  • Order book, pending orders, order history

Orders (write)​

  • place_order — buy/sell via your connected Dhan account
  • cancel_order — cancel a pending order

Strategies (read / write)​

  • List strategies and recent signals (read)
  • Pause / resume / stop a strategy (write) — pause does not flatten open positions

Model portfolios​

  • List and inspect any portfolio (read)
  • Create / update / delete / implement / rebalance / reconcile — Claude-owned portfolios only (write)
  • Drift, conflict, and P&L checks (read)
  • Preview exit (read for Claude-owned); approve/cancel exit stay human-only in the app

Market data (read)​

  • Symbol search, LTP, quote, depth
  • Option expiry list and option chain
  • Historical and intraday candles

TradingView Pine helpers (read)​

  • get_tradingview_pine_helpers — returns the TradePod Pine contract + tp_entry / tp_exit helpers so Claude can write webhook scripts for you
    (same content as Pine Script → AI agents)

Global stocks (if entitled)​

  • Read quotes / positions for entitled global names
  • Place / cancel global-stock orders when trading is on

Not via Claude​

  • Approving or cancelling portfolio exit workflows marked human-only
  • Changing Dhan credentials or regenerating your MCP key (use TradePod Settings)
  • TradingView webhook setup (use strategy webhooks)

Tips for prompts​

Ask Claude in plain language, for example:

  • “Show my open positions and net P&L.”
  • “Search RELIANCE and quote it.”
  • “List my strategies and pause the one named …”
  • “Create a small Claude portfolio with these weights and preview implement for ₹50,000.”

Keep size, product, and risk limits in TradePod Settings; Claude uses the same broker connection as the UI.