Trade, check margins, and review orders, portfolio, and fundamentals on Upstox — without leaving your agent. Retrieve user profile and fund/margin balances, estimate pre-trade margin across multiple instruments, look up order books and historical trades, review portfolio positions and holdings, pull company fundamentals by ISIN, and report trade-wise profit and loss by segment and financial year.
VS Code
Encrypted at rest, isolated from the model
Resolved from an AES-256-GCM vault at the moment of the call and attached to the request — the model never sees the secrets.
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Retrieves the authenticated user's account profile — email, exchanges, products, broker, user ID, order types, and account status flags. Does not include fund, margin, or balance data.
Retrieves the user's current cash and pledged margin balance, broken down into amounts available and unavailable to trade. Unavailable daily from 12:00 AM to 5:30 AM IST, when it returns a 423 error instead of data.
Computes and returns the estimated margin required for a proposed trade of up to 20 instruments. Does not place, modify, or persist any order.
Retrieves all orders placed during the current trading day, each with its latest status. Does not return orders from previous days — those are cleared at end of session.
Retrieves executed trade records for a given date range and optional segment, limited to at most the last 3 financial years.
Retrieves the positions currently held in the account and returns them as a list. Positions remain in this portfolio until sold or, for derivatives, until expiry (max three months); equity positions carried overnight are automatically shifted to the holdings portfolio the following trading day.
Retrieves the holdings currently held in the account and returns them as a list. A holding stays in place indefinitely — it's only removed when divested, delisted, or modified by exchange action.
Retrieves the company profile for a given ISIN — a business description, its sector, and the sector's total market capitalisation in both Indian Rupees and US Dollars.
Retrieves balance sheet statement data for a given ISIN — summary total assets and liabilities by reporting period, plus an optional detailed line-item breakdown when `fs=true`. All monetary values are in Indian Rupees (Crore).
Retrieves metadata for the trade-wise profit and loss report for a given segment and financial year, optionally narrowed to a date range. Returns the total trade count and the maximum page_size accepted by get_profit_loss_report.
Retrieves the trade-wise profit and loss report entries for a given segment and financial year, optionally narrowed to a date range, paginated by page_number and page_size. The maximum accepted page_size is returned as data.page_size_limit by get_report_meta_data.
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One endpoint, the same key, whichever client you use.
~/Library/Application Support/Claude/claude_desktop_config.json (Mac) · %APPDATA%\Claude\claude_desktop_config.json (Windows)
Replace API_KEY with your own key.
Already have an "mcpServers" section in your config? Just add the server entry inside it.
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