For AI Coding Agents

Portfolio API for AI Agents

Turn your AI coding agent (Claude Code, Cursor, Windsurf, Codeium) into a portfolio data expert. MCP server with 17 live API tools, Code Mode sandbox, and 14 ready-to-use templates.

Claude Code Cursor Windsurf Codeium VS Code

GitHub Repository Setup Guide

Looking for REST API docs? Visit our Developers page

AI Agent Integration

MCP Server for AI Coding Agents

The official cas-parser-node-mcp package turns your AI coding agent into a portfolio data expert. 17 live API tools auto-generated from our OpenAPI spec. Claude, Cursor, Windsurf, and Codeium can parse CAS PDFs, fetch CDSL holdings, import from Gmail, and more.

What Your AI Agent Gets

Parse Any CAS

CDSL, NSDL, CAMS, KFintech. Auto-detect type, extract JSON

CDSL OTP Fetch

2-step OTP flow to pull real-time demat holdings from CDSL

Gmail Import

OAuth flow + list CAS files from user's Gmail inbox

Code Mode

Agent writes TypeScript code that runs in a sandboxed runtime

Claude Code (Recommended)

1 command

claude mcp add cas_parser_node_mcp \
  -e CAS_PARSER_API_KEY=your-api-key \
  -- npx -y cas-parser-node-mcp@latest

Use sandbox-with-json-responses for testing without an API key.

Cursor / Windsurf / Codeium

mcp.json

{
  "mcpServers": {
    "cas_parser_node_mcp": {
      "command": "npx",
      "args": ["-y", "cas-parser-node-mcp@latest"],
      "env": { "CAS_PARSER_API_KEY": "your-key" }
    }
  }
}

Add to your IDE's MCP settings. Agent gets all 17 tools instantly.

Live API Tools

Parse, fetch, generate, import

Code Templates

Python, Node.js, React, HTML

<500ms

API Response Time

Fast enough for real-time UX

Complete MCP Server Guide

Agent Toolkit

Ready-to-use templates and skills for AI coding agents. Install with one command.

Install

npx skills add casparser/agent-toolkit

What's Included

AGENTS.md

Complete integration rules and API reference

SKILL.md

Domain knowledge and code templates

14 Code Templates

Python, Node.js, React, HTML, curl

OpenAPI Spec

View spec (JSON) →

Get Started with AI Agent Integration

Install the MCP server and start building portfolio features with your AI coding agent.

GitHub Repository Complete Setup Guide

Not using AI agents? Visit our Developers page for REST API & SDK documentation.