What is Mcp Server Upstox Api

The MCP server for Upstox API is a middleware server that facilitates integration with the Upstox trading API, allowing users to access and manage their trading accounts programmatically. It provides a structured way to interact with various Upstox functionalities, tailored for use with natural language prompts in applications like Claude Desktop and Cursor.

Use cases

Users can utilize this MCP server to retrieve their profile information, check available funds and margins, view holdings and open positions, manage orders, and analyze historical trades. The server supports a range of queries, enabling more seamless trading and account management through conversational interfaces.

How to use

To use the MCP server, users must clone the repository, install dependencies, and run the server locally. After launching, configurations need to be added to either Claude Desktop or Cursor to establish a connection with the server. Users can then send natural language prompts to interact with the Upstox API functionalities provided by the server.

Key features

Key features of the MCP server include support for multiple user queries related to profiles, funds, margin, holdings, positions, orders, and trades. It also enables integration with popular applications like Claude Desktop and Cursor, providing a simple way for users to access trading information in a conversational format.

Where to use

This MCP server is particularly useful in trading platforms or applications that require quick and easy access to stock trading data. It’s designed for users engaged in trading who prefer interacting with their accounts using natural language, making it suitable for both personal and professional trading environments.

mcp-server-upstox-api

A MCP server for integrating with the Upstox trading API.

Quick Start

Setup

1. Clone the repository:

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

2. Install dependencies:

npm install

Run the Server

To start the MCP server:

npm run start

Your MCP server will be running at http://localhost:8787

MCP Configuration

Claude Desktop Configuration

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/sse"
      ]
    }
  }
}

Cursor MCP Configuration

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/sse"
    }
  }
}

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

Using with Claude and Cursor

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

Profile Information

• “What’s my Upstox profile information?”
• “Show me my active segments and products in Upstox”
• “What’s my user ID and email in Upstox?”

Funds and Margin

• “What’s my available margin in Upstox?”
• “Show me my equity segment funds and margin details”
• “What’s my commodity segment margin availability?”

Holdings

• “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?”

Positions

• “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?”

MTF 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?”

Order Book

• “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”

Order Details

• “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”

Order History

• “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”

Order Trades

• “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”

Trades

• “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”

Available Endpoints

Endpoint	Method	Description
/get-profile	GET	Fetch user profile information
/get-funds-margin	GET	Fetch user funds and margin information. Optional segment parameter can be ‘SEC’ (Equity) or ‘COM’ (Commodity)
/get-holdings	GET	Fetch user long-term holdings information
/get-positions	GET	Fetch user short-term positions information
/get-mtf-positions	GET	Fetch user Margin Trade Funding (MTF) positions information
/get-order-book	GET	Fetch user’s current day orders and their status
/get-order-details	GET	Fetch detailed information about a specific order using order ID
/get-order-trades	GET	Fetch trades executed for a specific order using order ID
/get-order-history	GET	Fetch order history using either order ID or tag
/get-trades	GET	Fetch user’s trades executed for the current day