aid: upstox name: Upstox description: >- Upstox is a SEBI-registered Indian retail brokerage operated by Upstox Securities Private Limited, a wholly owned subsidiary of RKSV Securities India Private Limited, serving over 1.3 crore customers across equities, futures and options, commodities, currency, mutual funds, IPOs, NCDs, fixed deposits and insurance on NSE, BSE and MCX. Its Upstox Developer API is a free, OAuth 2.0 protected REST and WebSocket suite of 101 published operations covering order placement (including V3 slicing, multi-order and GTT/trailing-stop-loss), portfolio holdings and positions, funds and margin, brokerage and charge calculation, market quotes with option greeks, historical and intraday candles, expired-instrument history, company fundamentals, IPO application, mutual funds, payouts, news and market-information analytics. Upstox also runs a hosted, OAuth-protected Model Context Protocol server at mcp.upstox.com giving AI agents read-only access to a user's holdings, orders, positions, mutual funds, funds and profile, and publishes an official Agent Skill and Claude plugin marketplace alongside first-party SDKs for Python, Node.js, Java, PHP and .NET. image: https://assets.upstox.com/website/images/upstox-new-logo.svg url: https://raw.githubusercontent.com/api-evangelist/upstox/refs/heads/main/apis.yml x-type: company x-source: harvest:secondary-market specificationVersion: '0.20' x-enrichment: date: '2026-09-02' status: enriched artifacts_added: 36 pass: local-v1 created: '2026-09-02' modified: '2026-09-02' tags: - Company - Financial Services - Stock Trading - Brokerage - Market Data - Investing - Capital Markets - Mutual Funds - Algorithmic Trading - India apis: - aid: upstox:upstox-developer-api name: Upstox Developer API description: >- The Upstox Developer API is a free OAuth 2.0 REST and WebSocket suite for building trading and investment applications against a live SEBI-registered brokerage account. It covers order placement, modification and cancellation (V2 and the newer V3 endpoints with order slicing), multi-order and exit-all-positions batch operations, GTT and trailing-stop-loss conditional orders, portfolio holdings, positions and MTF positions, funds and margin, brokerage and charge calculation, trade-wise profit and loss reporting, market quotes with LTP/OHLC/full depth and option greeks, historical and intraday candle data, expired instrument history for backtesting, option chains and contracts, company fundamentals by ISIN, IPO listing and application, mutual fund orders, SIPs and holdings, fund pay-in and payout management, market information analytics (FII/DII activity, OI, change in OI, max pain, put-call ratio), a kill switch, static IP management for algo-trading compliance, and streaming market-data and portfolio feeds over WebSocket. humanURL: https://upstox.com/developer/api-documentation/ baseURL: https://api.upstox.com tags: - Orders - Portfolio - Market Data - Historical Data - Options - Mutual Funds - IPO - Fundamentals - Payments - WebSocket properties: - type: OpenAPI url: openapi/upstox-developer-api-openapi.yml - type: Documentation url: https://upstox.com/developer/api-documentation/open-api - type: APIReference url: https://upstox.com/developer/api-documentation/api-overview - type: GettingStarted url: https://upstox.com/developer/api-documentation/installing-sdk - type: Authentication url: https://upstox.com/developer/api-documentation/authentication - type: Overlay url: overlays/upstox-developer-api-overlay.yaml - type: Postman url: https://gist.github.com/Rahulzz/a0da2ad28a7dcc81e887f24cfdbc80a8 - type: Webhooks url: https://upstox.com/developer/api-documentation/webhook - aid: upstox:upstox-mcp-server name: Upstox MCP Server description: >- Upstox operates a hosted, OAuth-protected Model Context Protocol server at https://mcp.upstox.com/mcp that gives AI assistants — Claude Desktop and the Claude web app, Claude Code, ChatGPT in Developer mode, Cursor, and VS Code with GitHub Copilot — read-only access to a connected Upstox account: holdings, orders, positions, mutual funds, funds and profile. Authorization uses OAuth 2.0 with dynamic client registration and PKCE, advertised through RFC 8414 and RFC 9728 metadata documents on the MCP host, and account connections expire daily. The same server can be run locally from the open-source mcp-server-upstox-api Cloudflare Worker for development. humanURL: https://upstox.com/developer/api-documentation/mcp-integration baseURL: https://mcp.upstox.com/mcp tags: - MCP - AI Agents - Portfolio - Read Only properties: - type: MCPServer url: mcp/upstox-mcp.yml - type: ToolCrosswalk url: mcp/upstox-tool-crosswalk.yml - type: Documentation url: https://upstox.com/developer/api-documentation/mcp-integration - type: GettingStarted url: https://upstox.com/developer/api-documentation/agent-quickstart - type: SourceCode url: https://github.com/upstox/mcp-server-upstox-api maintainers: - FN: Kin Lane email: kin@apievangelist.com - FN: APIs.json email: info@apis.io common: - type: Website url: https://upstox.com/ - type: DeveloperPortal url: https://upstox.com/trading-api/ - type: Documentation url: https://upstox.com/developer/api-documentation/open-api - type: APIReference url: https://upstox.com/developer/api-documentation/api-overview - type: GettingStarted url: https://upstox.com/developer/api-documentation/installing-sdk - type: Support url: https://upstox.com/help-center/ - type: Community url: https://community.upstox.com/ - type: Blog url: https://upstox.com/market-talk/ - type: GitHubOrganization url: https://github.com/upstox - type: Pricing url: https://upstox.com/brokerage-charges/ - type: SignUp url: https://upstox.com/open-demat-account/ - type: Login url: https://login.upstox.com/ - type: TermsOfService url: https://upstox.com/terms-of-use-and-privacy-policy/ - type: PrivacyPolicy url: https://upstox.com/terms-of-use-and-privacy-policy/ - type: Postman url: https://gist.github.com/Rahulzz/a0da2ad28a7dcc81e887f24cfdbc80a8 - type: StatusPage url: https://status.upstox.com/ - type: ChangeLog url: changelog/upstox-changelog.yml - type: Deprecation url: lifecycle/upstox-lifecycle.yml - type: Lifecycle url: lifecycle/upstox-lifecycle.yml - type: Security url: https://upstox.com/bug-bounty/ - type: VulnerabilityDisclosure url: security/upstox-vulnerability-disclosure.yml - type: TrustCenter url: security/upstox-trust-center.yml - type: Compliance url: conformance/upstox-conformance.yml - type: Conformance url: conformance/upstox-conformance.yml - type: DomainSecurity url: security/upstox-domain-security.yml - type: Authentication url: authentication/upstox-authentication.yml - type: OAuthScopes url: scopes/upstox-scopes.yml - type: Packages url: packages/upstox-packages.yml - type: SDKs url: packages/upstox-packages.yml - type: WellKnown url: well-known/upstox-well-known.yml - type: LLMsTxt url: llms/upstox-llms.txt - type: MCPServer url: mcp/upstox-mcp.yml - type: ToolCrosswalk url: mcp/upstox-tool-crosswalk.yml - type: AgentSkill url: skills/_index.yml - type: Conventions url: conventions/upstox-conventions.yml - type: ErrorCatalog url: errors/upstox-error-codes.yml - type: RateLimits url: rate-limits/upstox-rate-limits.yml - type: Plans url: plans/upstox-plans-pricing.yml - type: Sandbox url: sandbox/upstox-sandbox.yml - type: DataModel url: data-model/upstox-data-model.yml - type: Webhooks url: asyncapi/upstox-webhooks.yml