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.
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基本信息
MCP Server for interacting with Upstox APIs
Get user profile details from Upstox
Get the fund details from Upstox
Get the holdings from Upstox
Get the current price of a stock
Place an order on Upstox for a particular stock
List all tools available in the 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.
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.
.env file for API credentialsIt is an MCP server that integrates with Upstox APIs to enable trading and fund analysis through natural language commands in an MCP client.
You need Node.js installed and, if you want to use it with Claude AI, the Claude Desktop App from claude.ai.
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`.
The server provides tools for getting profile details, fund margin, holdings, market price, placing orders, and listing all available capabilities.
You obtain an API Key and Secret by creating a sandbox app in your Upstox developer account.
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