We’re excited to launch Upstox Model Context Protocol (MCP) — a powerful integration that connects your Upstox trading account directly with AI assistants like Claude Desktop and Visual Studio Code (with GitHub Copilot).
This transforms generic AI tools into personalized, context-aware financial research assistants that understand your real portfolio, positions, margins, and market exposure.
Explore the official docs 
https://upstox.com/developer/api-documentation/mcp-
integration/
GitHub (MCP Server) GitHub - upstox/mcp-server-upstox-api
What Makes This Powerful?
Unlike traditional AI tools that rely only on public information, Upstox MCP enables account-scoped intelligence:
Portfolio-level insights based on your actual holdings
Real-time market data integrated into conversations
Natural language queries mapped to live API data
Personalized research aligned to your current allocation
Portfolio correlation & beta analysis
Margin visibility & account summaries
Now you can ask:
“Analyze my current portfolio risk and sector exposure.”
“Find the beta of my portfolio vs NIFTY over 3 years.”
“Should I continue holding these stocks based on technical + fundamental trends?”
And get answers grounded in your real data.
Built for Traders, Quants & Developers
Whether you’re:
A discretionary trader
An options strategist
A quant building models
Or a developer working in VS Code
Upstox MCP integrates seamlessly into your workflow.
Secure by Design
OAuth-based authentication
Daily re-authorization for safety
Read-only access (no trade execution via AI)
Your trading decisions remain yours — AI simply enhances your research depth.
Why This Matters
We believe the future of trading is AI-assisted, context-aware, and personalized.
Upstox MCP bridges the gap between:
Trading APIs
AI Intelligence
Real Portfolio Data
This is not just API integration — this is the foundation of AI-native investing workflows.
If you’re building in fintech, algo trading, or AI-powered analytics — we’d love your feedback.