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.

1. Using Docker Compose (Recommended):

   docker-compose up -d
   

2. 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

🏗️ 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.