# Upstox MCP Server

> **Upstox MCP Server** is a hosted, multitenant Model Context Protocol (MCP) server run by **MewCP** (https://mewcp.com), giving AI agents managed access to Upstox.
>
> MewCP takes care of all MCP infrastructure for you — credential storage, OAuth flows,
> token refresh, and production-grade auto-scaling — so your AI agents can connect to
> third-party services and run freely without you managing any MCP server yourself.
>
> Server page:  https://mewcp.com/mcp/upstox
> MewCP docs:   https://docs.mewcp.com
> Full catalog: https://mewcp.com/llms.txt

---

## About

Trade, check margins, and review orders, portfolio, and fundamentals on Upstox — without leaving your agent. Retrieve user profile and fund/margin balances, estimate pre-trade margin across multiple instruments, look up order books and historical trades, review portfolio positions and holdings, pull company fundamentals by ISIN, and report trade-wise profit and loss by segment and financial year.

---

## Details

- Server ID: `upstox`
- Version: 1.0.0
- Tools: 11
- Authentication: OAuth, managed by MewCP
- Calls served: 35
- Transport: http

---

## Access

The gateway URL below serves your **entire MewCP toolset**, not this server on its
own. Pasting a config snippet is not enough — Upstox has to be in the toolset
first. In order:

1. Add Upstox to your toolset at https://mewcp.com/mcp/upstox
2. Connect your Upstox account (OAuth); MewCP stores the credential and attaches it to each call
3. Copy your MewCP API key from the dashboard (Developer)
4. Configure your client with the snippet for it below

Once connected, an agent does **not** see this server's tools as top-level tools.
It sees four meta-tools and reaches everything through them:

- `search(query)` — find tools by keyword across the toolset
- `get_schema(tools)` — full description and arguments for the tools you picked
- `list_accounts(provider)` — only when one app has several connected accounts
- `call_tool(server_maskedId, tool_name, args)` — execute

So the list below is what `search` can return for this server, not a set of
callable tool names on their own.

---

## Tools (11)

Descriptions are truncated to 160 characters; call `get_schema`
for the full text and the argument schema. Where a tool is annotated, its type
is shown — treat `destructive` as irreversible.

- `get_profile` _(read)_ — Retrieves the authenticated user's account profile — email, exchanges, products, broker, user ID, order types, and account status flags. Does not include fund,…
- `get_fund_and_margin_v3` _(read)_ — Retrieves the user's current cash and pledged margin balance, broken down into amounts available and unavailable to trade. Unavailable daily from 12:00 AM to…
- `get_margin_details` _(read)_ — Computes and returns the estimated margin required for a proposed trade of up to 20 instruments. Does not place, modify, or persist any order.
- `get_order_book` _(read)_ — Retrieves all orders placed during the current trading day, each with its latest status. Does not return orders from previous days — those are cleared at end…
- `get_trade_history` _(read)_ — Retrieves executed trade records for a given date range and optional segment, limited to at most the last 3 financial years.
- `get_positions` _(read)_ — Retrieves the positions currently held in the account and returns them as a list. Positions remain in this portfolio until sold or, for derivatives, until…
- `get_holdings` _(read)_ — Retrieves the holdings currently held in the account and returns them as a list. A holding stays in place indefinitely — it's only removed when divested,…
- `get_company_profile` _(read)_ — Retrieves the company profile for a given ISIN — a business description, its sector, and the sector's total market capitalisation in both Indian Rupees and US…
- `get_balance_sheet` _(read)_ — Retrieves balance sheet statement data for a given ISIN — summary total assets and liabilities by reporting period, plus an optional detailed line-item…
- `get_report_meta_data` _(read)_ — Retrieves metadata for the trade-wise profit and loss report for a given segment and financial year, optionally narrowed to a date range. Returns the total…
- `get_profit_loss_report` _(read)_ — Retrieves the trade-wise profit and loss report entries for a given segment and financial year, optionally narrowed to a date range, paginated by page_number…

---

## Connect

Gateway URL: https://gateway.mewcp.com/personal/mcp

Every request carries one header:

    Authorization: Bearer <API_KEY>

Replace `API_KEY` with your own key from the dashboard (Developer).

## Apps

### Claude Desktop

Mac & Windows app

- macOS: `~/Library/Application Support/Claude/claude_desktop_config.json`
- Windows: `%APPDATA%\Claude\claude_desktop_config.json`

```json
{
  "mcpServers": {
    "mewcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://gateway.mewcp.com/personal/mcp",
        "--header",
        "Authorization: Bearer API_KEY"
      ]
    }
  }
}
```

Already have an "mcpServers" section in your config? Just add the server entry inside it.

1. Open Claude Desktop → Settings → Developer → "Edit Config"
2. Paste the snippet inside the outer { } of the config file (merge with your existing "mcpServers" section if you have one)
3. Save the file and restart Claude Desktop
4. Start a new conversation — your tool will be available

### VS Code

Copilot / Cline

- Command Palette → "MCP: Open User Configuration" (opens mcp.json). For one project only, use .vscode/mcp.json instead.

```json
{
  "mcp.servers": {
    "mewcp": {
      "type": "http",
      "url": "https://gateway.mewcp.com/personal/mcp",
      "headers": {
        "Authorization": "Bearer API_KEY"
      }
    }
  }
}
```

Already have a "servers" section in your mcp.json? Just add the server entry inside it.

1. Open VS Code → Command Palette (Cmd+Shift+P / Ctrl+Shift+P)
2. Run "MCP: Open User Configuration" to open your mcp.json
3. Paste the snippet and save
4. Start the server when prompted (or from the MCP servers view) and use it in Copilot Chat

### Cursor

AI-first editor

- macOS: `~/.cursor/mcp.json`
- Windows: `%USERPROFILE%\.cursor\mcp.json`

```json
{
  "mcpServers": {
    "mewcp": {
      "url": "https://gateway.mewcp.com/personal/mcp",
      "headers": {
        "Authorization": "Bearer API_KEY"
      }
    }
  }
}
```

Already have an "mcpServers" section in your mcp.json? Just add the server entry inside it.

1. Open Cursor → Settings → Cursor Settings → MCP
2. Click "Add new global MCP server"
3. Paste the snippet and save
4. Restart Cursor

### Codex

OpenAI's CLI agent

- Add the snippet to your Codex MCP config or your standard MCP config file for the CLI tool you use.

```json
{
  "mcpServers": {
    "mewcp": {
      "type": "http",
      "url": "https://gateway.mewcp.com/personal/mcp",
      "headers": {
        "Authorization": "Bearer API_KEY"
      }
    }
  }
}
```

Codex generally reads a standard MCP server block, so you can add this alongside your other configured servers.

1. Open your Codex MCP config or project-level config file
2. Paste the MewCP server block inside the config JSON/TOML structure your tool expects
3. Save the file and restart Codex
4. Verify the tool is available inside a fresh session

### Claude Code

Anthropic's CLI agent

- ~/.claude.json (user scope) or .mcp.json in your project root — create it if it doesn't exist. Or skip the file and use the CLI command below.

```json
{
  "mcpServers": {
    "mewcp": {
      "type": "http",
      "url": "https://gateway.mewcp.com/personal/mcp",
      "headers": {
        "Authorization": "Bearer API_KEY"
      }
    }
  }
}
```

Already have an "mcpServers" section in your config? Just add the server entry inside it.

1. Open ~/.claude.json (or .mcp.json in your project root) in a text editor
2. Paste the snippet inside the outer { } (merge with your existing "mcpServers" section if you have one)
3. Save the file and start (or restart) Claude Code
4. Or skip the file entirely and run the CLI command below instead

### OpenCode

Open-source terminal agent

- ~/.config/opencode/opencode.json (global) or opencode.json in your project root — create it if it doesn't exist.

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "mewcp": {
      "type": "remote",
      "url": "https://gateway.mewcp.com/personal/mcp",
      "enabled": true,
      "headers": {
        "Authorization": "Bearer API_KEY"
      }
    }
  }
}
```

Already have an "mcp" section in your opencode.json? Just add the server entry inside it.

1. Open ~/.config/opencode/opencode.json (or opencode.json in your project root) in a text editor
2. Paste the snippet inside the outer { } (merge with your existing "mcp" section if you have one)
3. Save the file and start (or restart) OpenCode

### OpenClaw

Self-hosted agent gateway

- ~/.openclaw/openclaw.json — create it if it doesn't exist.

```json
{
  "mcp": {
    "servers": {
      "mewcp": {
        "transport": "streamable-http",
        "url": "https://gateway.mewcp.com/personal/mcp",
        "enabled": true,
        "headers": {
          "Authorization": "Bearer API_KEY"
        }
      }
    }
  }
}
```

Already have an "mcp" section in your openclaw.json? Just add the server entry inside "servers".

1. Open ~/.openclaw/openclaw.json in a text editor
2. Paste the snippet inside the outer { } (merge with your existing "mcp" section if you have one)
3. Save the file and restart OpenClaw

### Antigravity

Google's agentic IDE

- ~/.gemini/config/mcp_config.json (global) or .agents/mcp_config.json (workspace-local) — create it if it doesn't exist.

```json
{
  "mcpServers": {
    "mewcp": {
      "serverUrl": "https://gateway.mewcp.com/personal/mcp",
      "headers": {
        "Authorization": "Bearer API_KEY"
      }
    }
  }
}
```

Already have an "mcpServers" section in your config? Just add the server entry inside it. Remote servers must use the "serverUrl" field — the legacy "url"/"httpUrl" fields aren't supported.

1. In the editor's agent side panel, click "…" → "MCP Servers" → "Manage MCP Servers" → "View raw config" (Antigravity CLI: type /mcp instead to open the Interactive MCP Manager)
2. Paste the snippet inside the outer { } (merge with your existing "mcpServers" section if you have one)
3. Save the file — the server connects automatically

### Hermes

Nous Research's CLI agent

- config.yaml in your Hermes config directory (~/.hermes) — add this under a top-level "mcp_servers:" key.

```yaml
mcp_servers:
  mewcp:
    url: "https://gateway.mewcp.com/personal/mcp"
    headers:
      Authorization: "Bearer API_KEY"
```

Already have an "mcp_servers" section in your config.yaml? Just add the server entry inside it.

1. Open config.yaml in your Hermes config directory
2. Paste the snippet under the top-level "mcp_servers:" key (merge with existing entries if you have any)
3. Save the file, then run /reload-mcp in Hermes (or start a fresh session)
4. Ask Hermes "Tell me which MCP-backed tools are available right now" to confirm it connected

### DeepSeek Harness

DeepSeek's agent harness

- cordis.yml in your DSH project — or the patch file you mount plugins from.

```yaml
- id: mcp-mewcp
  name: '@deepseek-ai/dsh-mcp-client'
  config:
    serverName: mewcp
    transport: streamable-http
    url: https://gateway.mewcp.com/personal/mcp
    headers:
      Authorization: "Bearer API_KEY"
```

One plugin instance = one MCP server. Add this entry to your plugin list; don't nest it inside another entry.

1. Open cordis.yml (or your patch file) in your DSH project
2. Paste the entry into your plugin list, keeping the leading dash and indentation
3. Restart DSH (or let HMR reload) — tools register as mcp__mewcp__<tool_name>
4. Verify with: dsh web --dump-config | grep -A3 mcp

## SDKs

### Python

fastmcp client

```python
import asyncio
from fastmcp import Client
from fastmcp.client.transports import StreamableHttpTransport

SERVER_URL = "https://gateway.mewcp.com/personal/mcp"
API_KEY = "API_KEY"

transport = StreamableHttpTransport(
    url=SERVER_URL,
    headers={
        "Authorization": f"Bearer {API_KEY}",
    }
)

async def main():
    client = Client(transport)
    async with client:
        tools = await client.list_tools()
        print(tools)

asyncio.run(main())
```

1. Install fastmcp: pip install fastmcp
2. Copy the snippet into your project
3. Replace API_KEY with your key from the dashboard
4. Run your script

### TypeScript

MCP SDK

```typescript
import { Client } from "@modelcontextprotocol/sdk/client/index.js";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js";

const SERVER_URL = "https://gateway.mewcp.com/personal/mcp";
const API_KEY = "API_KEY";

const transport = new StreamableHTTPClientTransport(new URL(SERVER_URL), {
  requestInit: {
    headers: {
      Authorization: `Bearer ${API_KEY}`,
    },
  },
});

const client = new Client({ name: "mewcp-client", version: "1.0.0" });
await client.connect(transport);

const tools = await client.listTools();
console.log(tools.tools.map((t) => t.name));
```

1. Install: npm install @modelcontextprotocol/sdk
2. Copy the snippet into your project
3. Replace API_KEY with your key from the dashboard
4. Run with Node 18+ as an ES module (e.g. npx tsx script.ts)