Upstox MCP Server

What it does

This MCP server connects your AI assistant to the Upstox trading platform, enabling automated trading and real-time fund analysis. It allows the AI to fetch market data, manage holdings, and execute trades based on natural language instructions.

Tools

• get_profile_details_tool: Retrieves the current user's profile information from Upstox.
• get_user_funds_margin_tool: Fetches detailed fund and margin information.
• get_holdings_tool: Retrieves current stock holdings from the portfolio.
• get_market_price_tool: Gets the current real-time price of a specific stock.
• place_order_tool: Executes a trade order for a particular stock on Upstox.
• get_brokerage_details_tool: Provides the applicable brokerage charges for a given stock.
• list_capabilities_tool: Lists all tools available within the server.

Installation

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "upstox": {
      "command": "python3",
      "args": ["/path/to/upstox-mcp-server/src/server.py"],
      "env": {
        "UPSTOX_API_KEY": "your_api_key",
        "UPSTOX_SECRET_KEY": "your_secret_key"
      }
    }
  }
}

Supported hosts

• claude