Upstox MCP server

by upstox

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About

A MCP server for integrating with the Upstox trading API by Upstox.

Details

Author
upstox
Categories
Other, Finance, API

Setup

Install Upstox MCP server in your MCP client (Claude Desktop, Cursor, Windsurf, and others).

Repository: https://github.com/upstox/mcp-server-upstox-api

Follow the installation instructions in the repository README, then restart your MCP client.

A MCP server for integrating with the Upstox trading API.

git clone https://github.com/yourusername/mcp-server-upstox-api.git cd mcp-server-upstox-api

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Create an Upstox API app
Create a regular Upstox API app in theUpstox developer portal(Apps → My apps → + New App). Set theRedirect URLto:

Configure credentials
Create a file named.dev.varsin the project root and add your API key (Client ID) and Client Secret:

UPSTOX_CLIENT_ID=your_app_api_key UPSTOX_CLIENT_SECRET=your_app_api_secret

Your MCP server will be running athttp://localhost:8787.

To start the MCP server (after completing the steps above):

To use this MCP server with Claude Desktop, add the following configuration to your Claude Desktop settings:

{ "mcpServers": { "mcp-server-upstox-api": { "command": "npx", "args": [ "mcp-remote", "http://localhost:8787/mcp" ] } } }

To use this MCP server with Cursor, add the following configuration to your Cursor MCP settings (usually located at~/.cursor/mcp.json):

{ "mcpServers": { "mcp-server-upstox-api": { "url": "http://localhost:8787/mcp" } } }

These configurations allow Claude Desktop and Cursor to connect to your local MCP server and use the Upstox API endpoints.

You can interact with the Upstox API through natural language prompts. Here are some example prompts for each command:

- "What's my Upstox profile information?"
- "Show me my active segments and products in Upstox"
- "What's my user ID and email in Upstox?"

- "What's my available margin in Upstox?"
- "Show me my equity segment funds and margin details"
- "What's my commodity segment margin availability?"

- "What stocks do I currently hold in Upstox?"
- "Show me my long-term holdings with their current values"
- "What's the total value of my holdings in Upstox?"

- "What are my current open positions in Upstox?"
- "Show me my intraday positions with their P&L"
- "What's my total unrealized P&L from current positions?"

- "What are my Margin Trade Funding positions?"
- "Show me my MTF positions with their current values"
- "What's the total MTF exposure in my account?"

- "Show me my current day's orders in Upstox"
- "What are my pending orders in Upstox?"
- "Show me my order history for today"
- "What's the status of my recent orders?"
- "List all my completed orders for today"

- "Show me the details of order ID xxxxxxxxxxxxxxx"
- "What's the status of my order with ID xxxxxxxxxxxxxxx"
- "Get the complete information for order xxxxxxxxxxxxxxx"
- "Check the execution status of order xxxxxxxxxxxxxxx"
- "View the details of my recent order xxxxxxxxxxxxxxx"

- "Show me the history of order ID xxxxxxxxxxxxxxx"
- "Get all status updates for order xxxxxxxxxxxxxxx"
- "What's the progression of order xxxxxxxxxxxxxxx"
- "Show me all stages of order xxxxxxxxxxxxxxx"
- "Get order history for tag xxxxxxxxxxxxxxx"

- "Show me the trades for order ID xxxxxxxxxxxxxxx"
- "What trades were executed for order xxxxxxxxxxxxxxx"
- "Get the trade details for my order xxxxxxxxxxxxxxx"
- "List all trades associated with order xxxxxxxxxxxxxxx"
- "Show me the execution details for order xxxxxxxxxxxxxxx"

- "Show me my trades for today"
- "What trades have I executed today?"
- "Get my daily trade history"
- "List all my completed trades for the day"
- "Show me my trade details with execution prices"

- "Which IPOs are open right now?"
- "Show me the upcoming SME IPOs"
- "List the IPOs that were listed recently"
- "What's the subscription level on the currently open IPOs?"
- "Show me the next 10 open mainboard IPOs"

- "Show me the details of the IPO xxxxxxxxxxxxxxx"
- "What's the lot size and minimum quantity for IPO xxxxxxxxxxxxxxx"
- "When is the allotment and listing date for IPO xxxxxxxxxxxxxxx"
- "Who is the registrar for IPO xxxxxxxxxxxxxxx"
- "Give me the price band and cut-off price for IPO xxxxxxxxxxxxxxx"

- "What IPOs have I applied for?"
- "Show me my IPO applications and their allotment status"
- "Did I get an allotment on any of my IPO applications?"
- "What's the UPI mandate status on my IPO applications?"
- "How much money is blocked against my IPO applications?"

- "Show me the details of my IPO application xxxxxxxxxxxxxxx"
- "What bids did I place on IPO application xxxxxxxxxxxxxxx"
- "How many units were allotted for my IPO application xxxxxxxxxxxxxxx"
- "Why was my IPO application xxxxxxxxxxxxxxx rejected?"
- "When was IPO application xxxxxxxxxxxxxxx submitted to the exchange?"

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