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Portfolio API for AI Agents: Building with Claude, ChatGPT, and Gemini

How to integrate CASParser with AI agents using the MCP server, Agent Toolkit, and REST API. Build AI-powered fintech features.

CASParser Team ·

AI Agents Need Portfolio Data

AI agents are increasingly being used in fintech - from portfolio analysis to tax planning to investment advice. But they need structured portfolio data to work with. CASParser provides the bridge between raw financial documents and AI-ready structured data.

Three Ways to Integrate

The Model Context Protocol (MCP) server provides 17 live API tools that AI agents can call directly. Works with Claude Code, Cursor, Windsurf, and VS Code.

Setup for Claude Code:

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

Setup for Cursor/VS Code (mcp.json):

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

The MCP server includes Code Mode - agents can write TypeScript SDK code that runs in a sandboxed environment.

2. Agent Toolkit

Install ready-to-use templates and domain knowledge for AI coding agents:

npx skills add casparser/agent-toolkit

This installs:

  • AGENTS.md - Complete integration rules and API reference
  • SKILL.md - Domain knowledge and code templates
  • 14 code templates - Python, Node.js, React, HTML, curl examples
  • OpenAPI spec - Machine-readable API definition

3. REST API (Direct Integration)

For custom AI agent implementations, use the REST API directly:

import requests

response = requests.post(
    "https://api.casparser.in/v4/smart/parse",
    headers={"x-api-key": "YOUR_API_KEY"},
    files={"pdf_file": open("cas.pdf", "rb")},
    data={"password": "encrypted_pan"}
)
portfolio = response.json()

Use Cases for AI + Portfolio Data

Portfolio Analysis

AI agents can analyze extracted portfolio data to identify:

  • Asset allocation imbalances
  • Concentration risk
  • Underperforming holdings
  • Tax-loss harvesting opportunities

Tax Planning

With complete transaction history (50+ years from CAMS/KFintech), AI agents can:

  • Derive capital gains (STCG/LTCG) from transaction data
  • Suggest tax-efficient redemption strategies
  • Generate tax reports

Client Onboarding

AI agents can automate wealth management onboarding:

  • Parse uploaded CAS statements
  • Generate portfolio summaries
  • Identify investment gaps
  • Suggest personalized recommendations

Investment Research

Combine portfolio data with market data for:

  • Performance attribution
  • Benchmark comparison
  • Risk analysis

India PortfolioGPT

CASParser also offers a custom ChatGPT - India PortfolioGPT - that can answer questions about Indian portfolio data, CAS formats, and CASParser integration.

Getting Started

  1. Get an API key (free tier available)
  2. Use sandbox key sandbox-with-json-responses for testing
  3. Install the Agent Toolkit or set up the MCP server
  4. Read the API documentation
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