Overview
What is Upstox MCP Server?
Upstox MCP Server is a lightweight, plugin-based Model Context Protocol (MCP) server designed to perform trading and fund analysis using the Upstox APIs. It is intended for developers and traders who want to interact with their Upstox account programmatically through an MCP‑compatible client like Claude Desktop.
How to use Upstox MCP Server?
To use the server, create a sandbox app on Upstox, save your API Key and Secret in a .env file, download instrument keys from Upstox, and run the setup.sh script to configure dependencies and obtain an access token. Then open Claude or another MCP client and start calling the server’s tools.
Key features of Upstox MCP Server
- Provides tools for trading and fund analysis via Upstox APIs
- Requires Node.js and the Claude Desktop App (if using Claude)
- Uses a
.envfile for API credentials - Includes an automated setup script for dependencies and access tokens
- Supplies instrument keys for market price lookups
Use cases of Upstox MCP Server
- Retrieve Upstox user profile details
- Check available funds and margin balances
- View current stock holdings
- Get real‑time market prices for a given stock
- Place orders on Upstox for a particular stock
FAQ from Upstox MCP Server
What is the Upstox MCP Server?
It is an MCP server that integrates with Upstox APIs to enable trading and fund analysis through natural language commands in an MCP client.
What are the prerequisites for using the server?
You need Node.js installed and, if you want to use it with Claude AI, the Claude Desktop App from claude.ai.
How do I set up the server?
Create a sandbox app on Upstox at https://account.upstox.com/developer/apps#sandbox, save the API Key and Secret in a .env file, download instrument keys from Upstox’s developer documentation, and run setup.sh.
What tools are available?
The server provides tools for getting profile details, fund margin, holdings, market price, placing orders, and listing all available capabilities.
Where can I get my Upstox API credentials?
You obtain an API Key and Secret by creating a sandbox app in your Upstox developer account.
