Upstox

Upstox is a SEBI-registered Indian retail brokerage operated by Upstox Securities Private Limited, a wholly owned subsidiary of RKSV Securities India Private Limited, serving over 1.3 crore customers across equities, futures and options, commodities, currency, mutual funds, IPOs, NCDs, fixed deposits and insurance on NSE, BSE and MCX. Its Upstox Developer API is a free, OAuth 2.0 protected REST and WebSocket suite of 101 published operations covering order placement (including V3 slicing, multi-order and GTT/trailing-stop-loss), portfolio holdings and positions, funds and margin, brokerage and charge calculation, market quotes with option greeks, historical and intraday candles, expired-instrument history, company fundamentals, IPO application, mutual funds, payouts, news and market-information analytics. Upstox also runs a hosted, OAuth-protected Model Context Protocol server at mcp.upstox.com giving AI agents read-only access to a user's holdings, orders, positions, mutual funds, funds and profile, and publishes an official Agent Skill and Claude plugin marketplace alongside first-party SDKs for Python, Node.js, Java, PHP and .NET.

Upstox publishes 1 API on the APIs.io network: Developer API. Tagged areas include Company, Financial Services, Stock Trading, Brokerage, and Market Data.

The Upstox catalog on APIs.io includes 1 event-driven AsyncAPI specification.

Upstox’s developer surface includes documentation, API reference, getting-started guide, support, engineering blog, pricing, signup flow, and 34 more developer resources.

79.8/100 exemplar Agent 54/100 agent ready Full breakdown ↓
scored 2026-09-02 · rubric v0.18.0
1 APIs 1 MCP Servers
CompanyFinancial ServicesStock TradingBrokerageMarket DataInvestingCapital MarketsMutual FundsAlgorithmic TradingIndia

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-09-02 · rubric v0.18.0
Regulatory Posture applies to this provider. Its tags matched the Securities & Market Data regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.
The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from github.com/api-evangelist/upstox: open an issue to ask a question, or submit a pull request to add artifacts. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

APIs 2

Individual APIs this provider publishes, each with its own machine-readable definition.

Upstox Developer API

The Upstox Developer API is a free OAuth 2.0 REST and WebSocket suite for building trading and investment applications against a live SEBI-registered brokerage account. It cover...

Upstox MCP Server

Upstox operates a hosted, OAuth-protected Model Context Protocol server at https://mcp.upstox.com/mcp that gives AI assistants — Claude Desktop and the Claude web app, Claude Co...

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

Upstox MCP Server

Upstox operates a first-party hosted Model Context Protocol server that gives an AI assistant read-only access to a connected Upstox brokerage account. It is a genuine agent sur...

MCP SERVER

Pricing Plans 1

Published pricing tiers and plan structures.

Upstox Plans Pricing

3 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Upstox Rate Limits

17 limits

RATE LIMITS

Event Specifications 1

AsyncAPI definitions for this provider's event-driven and streaming APIs.

Upstox Webhooks

ASYNCAPI

Security Posture 4

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Upstox Authentication

oauth2 · 1 scheme

SECURITY

Upstox Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Upstox Vulnerability Disclosure

Hackerone · security.txt

SECURITY

Upstox Trust Center

ISO/IEC 27001:2022, ISO/IEC 27701:2019, ISO 22301:2019

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Upstox Scopes

2 scopes · authorizationCode

2 scopes

SCOPES

Resources

Get Started 5

Portal, sign-up, and the first successful call

Documentation 2

Reference material describing how the API behaves

Agent Surfaces 4

MCP servers, agent skills, and machine-readable catalogs

Design & Contract 6

Pagination, idempotency, versioning, errors, and events

Build 5

SDKs, sample code, and the tooling you integrate with

Access & Security 7

Authentication, authorization, and security posture

Scroll for all 7

Operate 6

Status, limits, changes, and where to get help

Commercial 4

Pricing, plans, and the legal terms of use

Company 2

The organization behind the API

Source (apis.yml)

apis.yml Raw ↑
aid: upstox
name: Upstox
description: Upstox is a SEBI-registered Indian retail brokerage operated by Upstox Securities Private Limited, a wholly owned
  subsidiary of RKSV Securities India Private Limited, serving over 1.3 crore customers across equities, futures and options,
  commodities, currency, mutual funds, IPOs, NCDs, fixed deposits and insurance on NSE, BSE and MCX. Its Upstox Developer
  API is a free, OAuth 2.0 protected REST and WebSocket suite of 101 published operations covering order placement (including
  V3 slicing, multi-order and GTT/trailing-stop-loss), portfolio holdings and positions, funds and margin, brokerage and charge
  calculation, market quotes with option greeks, historical and intraday candles, expired-instrument history, company fundamentals,
  IPO application, mutual funds, payouts, news and market-information analytics. Upstox also runs a hosted, OAuth-protected
  Model Context Protocol server at mcp.upstox.com giving AI agents read-only access to a user's holdings, orders, positions,
  mutual funds, funds and profile, and publishes an official Agent Skill and Claude plugin marketplace alongside first-party
  SDKs for Python, Node.js, Java, PHP and .NET.
image: https://assets.upstox.com/website/images/upstox-new-logo.svg
url: https://raw.githubusercontent.com/api-evangelist/upstox/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.20'
x-enrichment:
  date: '2026-09-02'
  status: enriched
  artifacts_added: 36
  pass: local-v1
created: '2026-09-02'
modified: '2026-09-02'
tags:
- Company
- Financial Services
- Stock Trading
- Brokerage
- Market Data
- Investing
- Capital Markets
- Mutual Funds
- Algorithmic Trading
- India
apis:
- aid: upstox:upstox-developer-api
  name: Upstox Developer API
  description: The Upstox Developer API is a free OAuth 2.0 REST and WebSocket suite for building trading and investment applications
    against a live SEBI-registered brokerage account. It covers order placement, modification and cancellation (V2 and the
    newer V3 endpoints with order slicing), multi-order and exit-all-positions batch operations, GTT and trailing-stop-loss
    conditional orders, portfolio holdings, positions and MTF positions, funds and margin, brokerage and charge calculation,
    trade-wise profit and loss reporting, market quotes with LTP/OHLC/full depth and option greeks, historical and intraday
    candle data, expired instrument history for backtesting, option chains and contracts, company fundamentals by ISIN, IPO
    listing and application, mutual fund orders, SIPs and holdings, fund pay-in and payout management, market information
    analytics (FII/DII activity, OI, change in OI, max pain, put-call ratio), a kill switch, static IP management for algo-trading
    compliance, and streaming market-data and portfolio feeds over WebSocket.
  humanURL: https://upstox.com/developer/api-documentation/
  baseURL: https://api.upstox.com
  tags:
  - Orders
  - Portfolio
  - Market Data
  - Historical Data
  - Options
  - Mutual Funds
  - IPO
  - Fundamentals
  - Payments
  - WebSocket
  properties:
  - type: OpenAPI
    url: openapi/upstox-developer-api-openapi.yml
  - type: Documentation
    url: https://upstox.com/developer/api-documentation/open-api
  - type: APIReference
    url: https://upstox.com/developer/api-documentation/api-overview
  - type: GettingStarted
    url: https://upstox.com/developer/api-documentation/installing-sdk
  - type: Authentication
    url: https://upstox.com/developer/api-documentation/authentication
  - type: Overlay
    url: overlays/upstox-developer-api-overlay.yaml
  - type: Postman
    url: https://gist.github.com/Rahulzz/a0da2ad28a7dcc81e887f24cfdbc80a8
  - type: Webhooks
    url: https://upstox.com/developer/api-documentation/webhook
- aid: upstox:upstox-mcp-server
  name: Upstox MCP Server
  description: 'Upstox operates a hosted, OAuth-protected Model Context Protocol server at https://mcp.upstox.com/mcp that
    gives AI assistants — Claude Desktop and the Claude web app, Claude Code, ChatGPT in Developer mode, Cursor, and VS Code
    with GitHub Copilot — read-only access to a connected Upstox account: holdings, orders, positions, mutual funds, funds
    and profile. Authorization uses OAuth 2.0 with dynamic client registration and PKCE, advertised through RFC 8414 and RFC
    9728 metadata documents on the MCP host, and account connections expire daily. The same server can be run locally from
    the open-source mcp-server-upstox-api Cloudflare Worker for development.'
  humanURL: https://upstox.com/developer/api-documentation/mcp-integration
  baseURL: https://mcp.upstox.com/mcp
  tags:
  - MCP
  - AI Agents
  - Portfolio
  - Read Only
  properties:
  - type: MCPServer
    url: mcp/upstox-mcp.yml
  - type: ToolCrosswalk
    url: mcp/upstox-tool-crosswalk.yml
  - type: Documentation
    url: https://upstox.com/developer/api-documentation/mcp-integration
  - type: GettingStarted
    url: https://upstox.com/developer/api-documentation/agent-quickstart
  - type: SourceCode
    url: https://github.com/upstox/mcp-server-upstox-api
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://upstox.com/
- type: DeveloperPortal
  url: https://upstox.com/trading-api/
- type: Documentation
  url: https://upstox.com/developer/api-documentation/open-api
- type: APIReference
  url: https://upstox.com/developer/api-documentation/api-overview
- type: GettingStarted
  url: https://upstox.com/developer/api-documentation/installing-sdk
- type: Support
  url: https://upstox.com/help-center/
- type: Community
  url: https://community.upstox.com/
- type: Blog
  url: https://upstox.com/market-talk/
- type: GitHubOrganization
  url: https://github.com/upstox
- type: Pricing
  url: https://upstox.com/brokerage-charges/
- type: SignUp
  url: https://upstox.com/open-demat-account/
- type: Login
  url: https://login.upstox.com/
- type: TermsOfService
  url: https://upstox.com/terms-of-use-and-privacy-policy/
- type: PrivacyPolicy
  url: https://upstox.com/terms-of-use-and-privacy-policy/
- type: Postman
  url: https://gist.github.com/Rahulzz/a0da2ad28a7dcc81e887f24cfdbc80a8
- type: StatusPage
  url: https://status.upstox.com/
- type: ChangeLog
  url: changelog/upstox-changelog.yml
- type: Deprecation
  url: lifecycle/upstox-lifecycle.yml
- type: Lifecycle
  url: lifecycle/upstox-lifecycle.yml
- type: Security
  url: https://upstox.com/bug-bounty/
- type: VulnerabilityDisclosure
  url: security/upstox-vulnerability-disclosure.yml
- type: TrustCenter
  url: security/upstox-trust-center.yml
- type: Compliance
  url: conformance/upstox-conformance.yml
- type: Conformance
  url: conformance/upstox-conformance.yml
- type: DomainSecurity
  url: security/upstox-domain-security.yml
- type: Authentication
  url: authentication/upstox-authentication.yml
- type: OAuthScopes
  url: scopes/upstox-scopes.yml
- type: Packages
  url: packages/upstox-packages.yml
- type: SDKs
  url: packages/upstox-packages.yml
- type: WellKnown
  url: well-known/upstox-well-known.yml
- type: LLMsTxt
  url: llms/upstox-llms.txt
- type: MCPServer
  url: mcp/upstox-mcp.yml
- type: ToolCrosswalk
  url: mcp/upstox-tool-crosswalk.yml
- type: AgentSkill
  url: skills/_index.yml
- type: Conventions
  url: conventions/upstox-conventions.yml
- type: ErrorCatalog
  url: errors/upstox-error-codes.yml
- type: RateLimits
  url: rate-limits/upstox-rate-limits.yml
- type: Plans
  url: plans/upstox-plans-pricing.yml
- type: Sandbox
  url: sandbox/upstox-sandbox.yml
- type: DataModel
  url: data-model/upstox-data-model.yml
- type: Webhooks
  url: asyncapi/upstox-webhooks.yml

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