About Upstox MCP Server
Upstox MCP Server connects MCP clients to Upstox APIs for account, market, and trading tasks. Its tools cover profile and funds lookup, holdings, stock prices, brokerage details, and order placement.
Key features
- 01Retrieve profile and fund details
- 02View holdings and current stock prices
- 03Place stock orders
- 04Check applicable brokerage charges
- 05List available server tools
Use cases
- 01Review an Upstox profile and funds
- 02Check holdings and current stock prices
- 03Place a stock order through a client
MCP support
The MCP server exposes Upstox API tools to compatible clients, including account and market lookups and order placement.
Configuration
Local server config is the same for every client. Copy it into your client’s MCP config file.
We haven’t collected a package or remote endpoint for this server. Follow the instructions in the project README.
Tools
Local servers expose tools only once running on your machine, and the maintainer has not provided a tool list.
Details
From the project READMEUpstox MCP Server
MCP Server for interacting with Upstox APIs
Upstox MCP Server is a lightweight, plugin-based Model Context Protocol (MCP) server designed to perform trading and fund analyhsis using Upstox APIs
Can learn more about repo by going through the deepwiki
Table of Contents
Client Prequisites
If you want to consume the server from Claude AI (Anthropic):
- Claude Desktop App installed from claude.ai
- Node.js
Getting Started with the Server
- For users having an Upstox Account, go to this url - https://account.upstox.com/developer/apps#sandbox, and create a sandbox app. Give a name to the sandbox app. You can set the redirect URL to http://localhost:8000
- Save the API Key and API SECRET to a .env file under these, along with the server name
SERVER_NAME=SERVER_NAME UPSTOX_API_KEY=upstox_api_key UPSTOX_SECRET_KEY=upstox_secret_key - Download the instrument keys for upstox from here - https://upstox.com/developer/api-documentation/instruments/#json-files, and save it a folder for data/.
- Run the setup.sh shell file to setup the server. This will check server dependencies and also run the access_token script to get the access_token from Upstox. It will open a browser windon, where you have to enter your upstox pin before proceeding to getting the access token. It will also create the collection for getting the right instrument key for getting market prices of stocks.
- Open Claude (or your custom MCP client) and start exploring the server!
Available Tools
| Tool Name | Description |
|---|---|
| get_profile_details_tool | Get user profile details from Upstox |
| get_user_funds_margin_tool | Get the fund details from Upstox |
| get_holdings_tool | Get the holdings from Upstox |
| get_market_price_tool | Get the current price of a stock |
| place_order_tool | Place an order on Upstox for a particular stock |
| get_brokerage_details_tool | Get the brokerage charges applicable for a given stock |
| list_capabilities_tool | List all tools available in the server |
Comments
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From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.