Upstox

MCP Server for interacting with Upstox APIs

Upstox MCP Server is a lightweight, plugin-based Model Context Protocol (MCP) server designed to perform trading and fund analyhsis using Upstox APIs

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Table of Contents

• Client Prequisites
• Getting Started with the Server
• Available Tools

Client Prequisites

If you want to consume the server from Claude AI (Anthropic):

• Claude Desktop App installed from claude.ai
• Node.js

Getting Started with the Server

1. For users having an Upstox Account, go to this url - https://account.upstox.com/developer/apps#sandbox, and create a sandbox app. Give a name to the sandbox app. You can set the redirect URL to http://localhost:8000
2. Save the API Key and API SECRET to a .env file under these, along with the server name

   SERVER_NAME=SERVER_NAME
   UPSTOX_API_KEY=upstox_api_key
   UPSTOX_SECRET_KEY=upstox_secret_key
   

3. Download the instrument keys for upstox from here - https://upstox.com/developer/api-documentation/instruments/#json-files, and save it a folder for data/.
4. Run the setup.sh shell file to setup the server. This will check server dependencies and also run the access_token script to get the access_token from Upstox. It will open a browser windon, where you have to enter your upstox pin before proceeding to getting the access token. It will also create the collection for getting the right instrument key for getting market prices of stocks.
5. Open Claude (or your custom MCP client) and start exploring the server!

Available Tools

Tool Name	Description
get_profile_details_tool	Get user profile details from Upstox
get_user_funds_margin_tool	Get the fund details from Upstox
get_holdings_tool	Get the holdings from Upstox
get_market_price_tool	Get the current price of a stock
place_order_tool	Place an order on Upstox for a particular stock
get_brokerage_details_tool	Get the brokerage charges applicable for a given stock
list_capabilities_tool	List all tools available in the server