Upstox Authentication

generated: '2026-09-02'
method: searched
source: >-
  https://upstox.com/developer/api-documentation/authentication,
  https://upstox.com/developer/api-documentation/analytics-token,
  https://upstox.com/developer/api-documentation/access-token-request and
  openapi/upstox-developer-api-openapi.yml (derived baseline upgraded with the docs)
docs: https://upstox.com/developer/api-documentation/authentication
name: Upstox API authentication
description: >-
  Upstox authenticates every API call with an OAuth 2.0 bearer token issued through the authorization
  code flow. All logins happen on upstox.com — there is deliberately no endpoint that lets a third-party
  app collect a customer's Upstox credentials — so an integrator redirects the customer to Upstox,
  receives a single-use authorization code on a pre-registered redirect URI, and exchanges it
  server-to-server for an access token. The operational wrinkle that shapes every automated integration
  is token lifetime: a standard access token lasts one trading day, so Upstox publishes three separate
  ways to get one (interactive, semi-automated via a notifier webhook, and manual from the dashboard)
  plus a long-lived read-only Analytics Token that trades daily re-auth for a registered static IP.
summary:
  types:
  - oauth2
  oauth2_flows:
  - authorizationCode
  scheme_count: 1
  applied_to_operations: 101
schemes:
- name: OAUTH2
  type: oauth2
  in: header
  header: Authorization
  format: Bearer <access_token>
  flows:
  - flow: authorizationCode
    authorizationUrl: https://api-v2.upstox.com/v2/login/authorization/dialog
    documented_authorizationUrl: https://api.upstox.com/v2/login/authorization/dialog
    tokenUrl: https://api-v2.upstox.com/v2/login/authorization/token
    documented_tokenUrl: https://api.upstox.com/v2/login/authorization/token
    token_endpoint_content_type: application/x-www-form-urlencoded
    scopes: 2
    pkce: false
    refresh_token: false
    note: >-
      The served OpenAPI declares the api-v2.upstox.com spelling of both endpoints while the
      authentication documentation uses api.upstox.com. Both resolve; the documented form is the one to
      code against.
  sources:
  - openapi/upstox-developer-api-openapi.yml
  - https://upstox.com/developer/api-documentation/authentication
authorization_request:
  endpoint: https://api.upstox.com/v2/login/authorization/dialog
  operationId: authorize
  parameters:
  - name: client_id
    required: true
    description: The API key from app creation. In OAuth terms this is the API Key, not the customer's UCC.
  - name: redirect_uri
    required: true
    description: Must exactly match the redirect URI registered during app creation.
  - name: response_type
    required: true
    description: Must always be `code`.
  - name: state
    required: false
    description: Returned unchanged on the callback for request/response continuity.
  gotchas:
  - Redirect URLs ending in .php or similar extensions may be blocked; Upstox advises not placing the redirect at the end of the URL.
  - An Invalid Credentials error (UDAPI100016) usually means client_id, redirect_uri or response_type does not match the registered app values.
token_exchange:
  endpoint: https://api.upstox.com/v2/login/authorization/token
  operationId: token
  method: POST
  server_to_server: true
  content_type: application/x-www-form-urlencoded
  parameters:
  - code
  - client_id
  - client_secret
  - redirect_uri
  - grant_type
  grant_type: authorization_code
  code_single_use: true
  code_note: The authorization code is valid for a single use regardless of whether token generation succeeds.
token_types:
- name: access_token
  lifetime: one trading day
  scope: full API surface subject to app permissions
  renewal: Re-run the authorization code flow, or use the semi-automated or manual paths.
- name: extended_token
  lifetime: extended
  restriction: >-
    Not permitted on every API. Calling a disallowed endpoint returns UDAPI100067 — "The API you are
    trying to access is not permitted with an extended_token".
- name: Analytics Token
  lifetime: 1 year
  access: read-only
  scope: >-
    Market data freely; portfolio, positions, holdings, orders and profit-and-loss require the account to
    have a registered static IP.
  docs: https://upstox.com/developer/api-documentation/analytics-token
  announced: '2026-03-20'
- name: sandbox access token
  lifetime: 30 days
  scope: sandbox orders only; cannot be used for live transactions
  docs: https://upstox.com/developer/api-documentation/sandbox
token_acquisition_methods:
- method: authorization code flow
  best_for: Apps that log customers in interactively.
  delivery: Exchanged on your server from a single-use code.
- method: semi-automated
  best_for: Scheduled or automated apps that still require human approval.
  delivery: >-
    The app triggers an auth request at a scheduled time; the customer approves from a mobile
    notification or the Developer Apps page, and the token is pushed to the app's notifier URL.
  docs: https://upstox.com/developer/api-documentation/access-token-request
  status: beta
- method: manual
  best_for: One-off or personal utilities.
  delivery: Generated and copied from the developer dashboard at https://account.upstox.com/developer/apps.
customer_authentication:
  location: upstox.com only
  note: >-
    There is no public endpoint that lets another application log a customer into upstox.com. Upstox
    states all logins and logouts are handled exclusively by upstox.com for security and compliance.
  mfa:
    supported: true
    factors:
    - PIN (1FA)
    - SMS OTP (2FA)
    - TOTP (2FA, opt-in alternative to SMS OTP)
session_termination:
  operationId: logout
  endpoint: DELETE /v2/logout
  effect: Invalidates the active access token and ends the session.
static_ip:
  required_for:
  - Algo trading order flow (per the exchange circular dated 5 May 2025)
  - Account-scoped APIs when using the Analytics Token
  management_operations:
  - getUserIps
  - updateUserIp
  limits: Weekly update limits apply; a successful update invalidates the current token.
  docs: https://upstox.com/developer/api-documentation/update-app-static-ips
mcp_authentication:
  server: https://mcp.upstox.com/mcp
  model: OAuth 2.0 with dynamic client registration and PKCE (S256), separate from the REST authorization server.
  reauthorization: daily
  detail: mcp/upstox-mcp.yml
  metadata: well-known/upstox-mcp-oauth-authorization-server.json
gaps:
- No PKCE on the REST authorization code flow (only the MCP authorization server advertises it).
- No refresh_token grant on the REST flow — the daily expiry must be re-authorized, which is why the semi-automated and Analytics Token paths exist.
- Only 32 of 101 operations declare a 401 response in the OpenAPI despite the whole surface being OAuth protected.
- No /.well-known/openid-configuration and no OpenID Connect scheme; Upstox is an OAuth authorization provider, not an identity provider.