Upstox Mcp Server

@ravikant1918

Visit Server

a month ago

A Model Context Protocol (MCP) server for the Upstox Trading API that allows AI agents to access Indian stock market data, perform technical analysis, and view account information in a strictly read-only mode.

Overview Tools Comments

Overview

Upstox MCP Server 📈

A Model Context Protocol (MCP) server that integrates with the Upstox Trading API, enabling AI agents to securely access Indian stock market data, perform technical analysis, and view account information in read-only mode.

🚀 Features

📊 Market Data

Live quotes (LTP, OHLC, volume)
Intraday candles (1m, 5m, 15m, 30m)
Historical candle data

📈 Technical Analysis

RSI, EMA, SMA, MACD, VWAP
Candlestick pattern detection
Trend context (Bullish / Bearish / Sideways)
Support & resistance levels

👤 Account (Read-Only)

Profile details
Funds & margin summary
Holdings
Open positions

🤖 MCP Native

Designed for AI agents
Tool-first architecture
Supports Claude Desktop, Cursor, and custom agents

⚠️ Safety Notice

This MCP server is STRICTLY READ-ONLY
❌ No order placement
❌ No order modification
❌ No trading actions

Trading endpoints are intentionally excluded for safety.

📦 Installation

1️⃣ Clone Repository

git clone https://github.com/your-username/upstox-mcp.git
cd upstox-mcp

2️⃣ Install Dependencies

pip install -e .

🔐 Configuration

Create a .env file in the project root:

UPSTOX_ACCESS_TOKEN=your_access_token_here

The access token must be generated using Upstox OAuth and should have read-only scopes.

▶️ Running the Server

Once installed, use the upstox-mcp command to start the server.

Option A — Standard IO (for Claude Desktop)

Default mode for local agent usage.

upstox-mcp

Option B — HTTP (Streamable)

Recommended for Cursor or remote MCP clients.

upstox-mcp --transport http

Option C — Deployment via Docker

Run the server in a containerized environment.

Using Docker Compose (Recommended):
```
docker-compose up -d
```

Using Docker CLI:

docker build -t upstox-mcp .
docker run -d -p 8000:8000 --env-file .env upstox-mcp

Server will be available at: http://localhost:8000/mcp

🔌 MCP Client Configuration

Claude Desktop

Config path: ~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "upstox": {
      "command": "upstox-mcp",
      "env": {
        "UPSTOX_ACCESS_TOKEN": "your_access_token_here"
      }
    }
  }
}

Note: Ensure the directory containing upstox-mcp is in your PATH.

Cursor (HTTP)

Open Cursor Settings → Features → MCP. Add a new server:

Name: Upstox
Type: http
URL: http://localhost:8000/mcp

🧠 Example Prompts (AI Agent)

Market Data

"What's the current price of RELIANCE?"
"Show 1-minute candles for INFOSYS"

Technical Analysis

"Run RSI and EMA-20 analysis on TATAMOTORS"
"Is SBIN trending bullish or bearish today?"

Account

"Show my available margin in Upstox"
"List my current holdings"
"What are my open positions and P&L?"

🧰 Available Tools

Tool Name	Description
`get_live_quote`	Live price, OHLC, volume
`get_intraday_candles`	Intraday OHLCV data
`get_historical_candles`	Historical market data
`get_technical_analysis`	RSI, EMA, MACD, trend, S/R
`get_account_summary`	Funds + overview
`get_holdings_list`	All equity holdings
`get_positions_list`	Active positions

🏗️ Architecture

AI Agent (Claude / Cursor) ↓ MCP ↓ FastMCP Server ↓ Upstox API (Read-Only)

📄 License

MIT License

🙌 Credits

FastMCP —MCP framework
Upstox — Trading & market data API
Pandas-TA — Technical indicators

📬 Disclaimer

This project is not affiliated with Upstox. Use at your own risk. Ensure compliance with Upstox API terms.

Try in Playground

Server Config

{
  "mcpServers": {
    "Upstox-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp-server-upstox.onrender.com/mcp"
      ],
      "env": {
        "UPSTOX_API_KEY": "",
        "UPSTOX_API_SECRET": "",
        "UPSTOX_ACCESS_TOKEN": ""
      }
    }
  }
}

Build with ShipAny.