mcp -upstox-api

This MCP server exposes the Upstox trading API through a lightweight MCP interface. Once running, it serves endpoints that retrieve profile data, funds and margins, holdings, positions, MTF positions, and order-related information such as the order book, details, history, and trades. It is designed to be used with client tools like Claude Desktop or Cursor to issue natural language prompts and receive structured Upstox data in response. Start the server and connect your client with the provided local URL (http://localhost:8787) and the configured endpoints (for example /get-profile, /get-funds-margin, /get-holdings, /get-positions, /get-mtf-positions, /get-order-book, /get-order-details, /get-order-trades, /get-order-history, /get-trades). The client tools will translate natural language prompts into calls to these endpoints and present your Upstox data in a readable format.

Prerequisites:

• Node.js and npm installed on your system
• A working Upstox developer account and API credentials (API key/secret, client ID/secret)
• Git (optional, for cloning)

1. Clone the repository (replace the URL with the actual repo if different): git clone https://github.com/yourusername/mcp-server-upstox-api.git cd mcp-server-upstox-api

2. Install dependencies: npm install

3. Configure environment variables:

   • Create a .env file or set environment variables in your environment: PORT=8787 UPSTOX_API_KEY=your-upstox-api-key UPSTOX_API_SECRET=your-upstox-api-secret UPSTOX_CLIENT_ID=your-upstox-client-id UPSTOX_CLIENT_SECRET=your-upstox-client-secret

4. Start the server: npm run start

5. Verify the server is running by visiting http://localhost:8787 or by checking the console output for a running message.

Tips and caveats:

• Ensure your Upstox credentials are kept secret; do not commit them to version control.
• The server exposes a local endpoint. If you need remote access, implement proper authentication and secure the connection.
• If you encounter port conflicts, adjust the PORT value and restart.
• When using Claude Desktop or Cursor, ensure your mcp.json configurations point to http://localhost:8787/sse or the appropriate SSE endpoint your setup provides.
• If Upstox API limits are hit, consider implementing rate limiting on the client side or within the MCP layer to avoid throttling.
• Check logs for any authentication or network errors; ensure your API keys are valid and have the necessary permissions.