> ## Documentation Index > Fetch the complete documentation index at: https://casparser.in/docs/llms.txt > Use this file to discover all available pages before exploring further. # Parse CDSL CAS PDF > This endpoint specifically parses CDSL CAS (Consolidated Account Statement) PDF files and returns data in a unified format. Use this endpoint when you know the PDF is from CDSL. ## OpenAPI ````yaml /api-reference/openapi.yaml post /v4/cdsl/parse openapi: 3.1.0 info: title: CAS Parser - Track Portfolios from CDSL, NSDL, CAMS, KFintech description: >- API for parsing and analyzing CAS (Consolidated Account Statement) PDF files from NSDL, CDSL, and CAMS/KFintech, with a unified response format version: 4.0.0 contact: name: Sameer Kumar email: sameer@casparser.in servers: - url: https://api.casparser.in description: Production server - url: https://portfolio-parser.api.casparser.in description: Legacy production server (still supported) - url: http://localhost:5000 description: Local development server security: [] tags: - name: CAS Parser description: Endpoints for parsing CAS PDF files from different sources. - name: CAS Generator description: Endpoints for generating new CAS documents via email mailback (KFintech). - name: CAS Fetch description: | Endpoints for fetching CAS documents with instant download. Currently supports CDSL via OTP authentication. - name: Email Import description: > Endpoints for importing CAS files directly from user email inboxes. **Supported Providers:** Gmail (more coming soon) **How it works:** 1. Call `POST /v4/inbox/connect` to get an OAuth URL 2. Redirect user to the OAuth URL for consent 3. User is redirected back to your `redirect_uri` with an encrypted `inbox_token` 4. Use the token to list/fetch CAS files from their inbox (`/v4/inbox/cas`) 5. Files are uploaded to temporary cloud storage (URLs expire in 24 hours) **Security:** - Read-only access (we cannot send emails) - Tokens are encrypted with server-side secret - User can revoke access anytime via `/v4/inbox/disconnect` - name: Inbound Email description: > Create dedicated inbound email addresses for investors to forward their CAS statements. **Use Case:** Your app wants to collect CAS statements from users without requiring OAuth or file upload. **How it works:** 1. Call `POST /v4/inbound-email` to create a unique inbound email address 2. Display this email to your user: "Forward your CAS statement to ie_xxx@import.casparser.in" 3. When user forwards a CAS email, we verify sender authenticity (SPF/DKIM) and call your webhook 4. Your webhook receives email metadata + attachment download URLs **Sender Validation:** - Only emails from verified CAS authorities are processed: - CDSL: `eCAS@cdslstatement.com` - NSDL: `NSDL-CAS@nsdl.co.in` - CAMS: `donotreply@camsonline.com` - KFintech: `samfS@kfintech.com` - Emails failing SPF/DKIM/DMARC are rejected - Forwarded emails must contain the original sender in headers **Billing:** 0.2 credits per successfully processed valid email - name: Contract Note Parser description: >- Endpoints for parsing Contract Note PDF files from various SEBI brokers like Zerodha, Groww, Upstox, ICICI etc. - name: Authorization description: | Endpoints for checking API quota and credits usage. These endpoints help you monitor your API usage and remaining quota. - name: Portfolio Connect description: > Endpoints for managing access tokens for the Portfolio Connect SDK. Use these to generate short-lived `at_` prefixed tokens that can be safely passed to frontend applications. Access tokens can be used in place of API keys on all v4 endpoints. - name: Agent Auth description: > Endpoints for coding agents to obtain API keys via a browser-based approval flow. **How it works:** 1. Agent generates a random token locally (e.g. `openssl rand -hex 32`). No API call needed. 2. Agent asks the user to open `https://app.casparser.in/agent-auth?token=&client_name=` 3. User signs in via the browser and clicks Approve. 4. Agent polls `GET /v1/agent-auth/token/{token}` every 5 seconds until the key is delivered. **Security:** - Token must be 16-128 characters (recommended: 64 hex chars / 256 bits) - Approved keys are delivered once (one-shot) and then deleted - Tokens expire after 10 minutes if not approved - name: KYC description: > Endpoints for verifying KYC (Know Your Customer) status of Indian investors. **Data source:** CVL KRA public inquiry portal (cvlkra.com), which aggregates records from all five SEBI-registered KRAs: CVL, NDML, CAMS, Karvy, and KFin. **Status normalization:** Raw CVL portal strings are normalized into clean enums. See the `kyc_status` property on `KycPanStatusResponse` for the full list. **Credits:** 0.5 per successful lookup. Failed lookups are not billed. paths: /v4/cdsl/parse: post: tags: - CAS Parser summary: Parse CDSL CAS PDF description: > This endpoint specifically parses CDSL CAS (Consolidated Account Statement) PDF files and returns data in a unified format. Use this endpoint when you know the PDF is from CDSL. operationId: cdslParse requestBody: $ref: '#/components/requestBodies/CASParseRequest' responses: '200': description: Successful operation content: application/json: schema: $ref: '#/components/schemas/UnifiedResponse' '400': description: >- Bad request (Invalid PDF file, missing parameters, invalid password, or incorrect CAS type) content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '401': $ref: '#/components/responses/Unauthorized' '403': $ref: '#/components/responses/Forbidden' '500': $ref: '#/components/responses/InternalError' security: - ApiKeyAuth: [] components: requestBodies: CASParseRequest: required: true content: multipart/form-data: schema: type: object description: Provide either `pdf_file` OR `pdf_url` (one is required) properties: pdf_file: type: string format: binary description: CAS PDF file to parse (required if pdf_url not provided) pdf_url: type: string format: uri description: URL to the CAS PDF file (required if pdf_file not provided) password: type: string description: Password for the PDF file (if required) application/json: schema: type: object description: Provide either `pdf_file` OR `pdf_url` (one is required) properties: pdf_file: type: string format: base64 description: Base64 encoded CAS PDF file (required if pdf_url not provided) pdf_url: type: string format: uri description: URL to the CAS PDF file (required if pdf_file not provided) password: type: string description: Password for the PDF file (if required) schemas: UnifiedResponse: type: object properties: meta: type: object properties: cas_type: type: string enum: - NSDL - CDSL - CAMS_KFINTECH description: Type of CAS detected and processed statement_period: type: object properties: from: type: string format: date description: Start date of the statement period to: type: string format: date description: End date of the statement period generated_at: type: string format: date-time description: Timestamp when the response was generated investor: type: object properties: name: type: string description: Name of the investor pan: type: string description: PAN (Permanent Account Number) of the investor email: type: string format: email description: Email address of the investor address: type: string description: Address of the investor pincode: type: string description: Postal code of the investor's address mobile: type: string description: Mobile number of the investor cas_id: type: string description: CAS ID of the investor (only for NSDL and CDSL) summary: type: object properties: total_value: type: number format: float description: Total portfolio value across all accounts accounts: type: object properties: demat: type: object properties: count: type: integer description: Number of demat accounts total_value: type: number format: float description: Total value of demat accounts mutual_funds: type: object properties: count: type: integer description: Number of mutual fund folios total_value: type: number format: float description: Total value of mutual funds insurance: type: object properties: count: type: integer description: Number of insurance policies total_value: type: number format: float description: Total value of insurance policies nps: type: object properties: count: type: integer description: Number of NPS accounts total_value: type: number format: float description: Total value of NPS accounts demat_accounts: type: array items: $ref: '#/components/schemas/DematAccount' mutual_funds: type: array items: $ref: '#/components/schemas/MutualFundFolio' insurance: type: object properties: life_insurance_policies: type: array items: $ref: '#/components/schemas/LifeInsurancePolicy' nps: type: array items: $ref: '#/components/schemas/NPSAccount' description: List of NPS accounts ErrorResponse: type: object required: - status - msg properties: status: type: string description: The status of the error. enum: - failed example: failed msg: type: string description: A descriptive message explaining the error. example: Invalid PDF file or password. DematAccount: type: object properties: demat_type: type: string enum: - NSDL - CDSL description: Type of demat account dp_id: type: string description: Depository Participant ID dp_name: type: string description: Depository Participant name client_id: type: string description: Client ID bo_id: type: string description: Beneficiary Owner ID (primarily for CDSL) value: type: number format: float description: Total value of the demat account linked_holders: type: array items: $ref: '#/components/schemas/LinkedHolder' description: List of account holders linked to this demat account holdings: type: object properties: equities: type: array items: $ref: '#/components/schemas/Equity' corporate_bonds: type: array items: $ref: '#/components/schemas/CorporateBond' government_securities: type: array items: $ref: '#/components/schemas/GovernmentSecurity' aifs: type: array items: $ref: '#/components/schemas/AIF' demat_mutual_funds: type: array items: $ref: '#/components/schemas/DematMutualFund' additional_info: type: object description: Additional information specific to the demat account type properties: bo_status: type: string description: Beneficiary Owner status (CDSL) bo_sub_status: type: string description: Beneficiary Owner sub-status (CDSL) bo_type: type: string description: Beneficiary Owner type (CDSL) bsda: type: string description: Basic Services Demat Account status (CDSL) email: type: string format: email description: Email associated with the demat account (CDSL) status: type: string description: Account status (CDSL) nominee: type: string description: Nominee details (CDSL) linked_pans: type: array items: type: string description: List of linked PAN numbers (NSDL) MutualFundFolio: type: object properties: folio_number: type: string description: Folio number amc: type: string description: Asset Management Company name registrar: type: string description: Registrar and Transfer Agent name value: type: number format: float description: Total value of the folio linked_holders: type: array items: $ref: '#/components/schemas/LinkedHolder' description: List of account holders linked to this mutual fund folio schemes: type: array items: $ref: '#/components/schemas/MutualFundScheme' additional_info: type: object description: Additional folio information properties: pan: type: string description: PAN associated with the folio pankyc: type: string description: PAN KYC status kyc: type: string description: KYC status of the folio LifeInsurancePolicy: type: object properties: policy_number: type: string description: Insurance policy number provider: type: string description: Insurance company name policy_name: type: string description: Name of the insurance policy life_assured: type: string description: Name of the life assured status: type: string description: Status of the policy (e.g., Active, Lapsed) sum_assured: type: number format: float description: Sum assured amount premium_amount: type: number format: float description: Premium amount premium_frequency: type: string description: Frequency of premium payment (e.g., Annual, Monthly) additional_info: type: object description: Additional information specific to the policy NPSAccount: type: object properties: pran: type: string description: Permanent Retirement Account Number (PRAN) cra: type: string description: Central Record Keeping Agency name value: type: number format: float description: Total value of the NPS account funds: type: array items: $ref: '#/components/schemas/NPSFund' linked_holders: type: array items: $ref: '#/components/schemas/LinkedHolder' description: List of account holders linked to this NPS account additional_info: type: object description: Additional information specific to the NPS account AuthErrorResponse: type: object required: - status - msg properties: status: type: string description: The status of the error. example: error msg: type: string description: A descriptive message explaining the error. example: 'Authentication failed: API key is missing.' LinkedHolder: type: object properties: name: type: string description: Name of the account holder pan: type: string description: PAN of the account holder Equity: type: object properties: isin: type: string description: ISIN code of the equity name: type: string description: Name of the equity units: type: number format: float description: Number of units held value: type: number format: float description: Current market value of the holding transactions: type: array items: $ref: '#/components/schemas/Transaction' description: List of transactions for this holding (beta) additional_info: type: object description: Additional information specific to the equity properties: open_units: type: - number - 'null' format: float description: Opening balance units for the statement period (beta) close_units: type: - number - 'null' format: float description: Closing balance units for the statement period (beta) CorporateBond: type: object properties: isin: type: string description: ISIN code of the corporate bond name: type: string description: Name of the corporate bond units: type: number format: float description: Number of units held value: type: number format: float description: Current market value of the holding transactions: type: array items: $ref: '#/components/schemas/Transaction' description: List of transactions for this holding (beta) additional_info: type: object description: Additional information specific to the corporate bond properties: open_units: type: - number - 'null' format: float description: Opening balance units for the statement period (beta) close_units: type: - number - 'null' format: float description: Closing balance units for the statement period (beta) GovernmentSecurity: type: object properties: isin: type: string description: ISIN code of the government security name: type: string description: Name of the government security units: type: number format: float description: Number of units held value: type: number format: float description: Current market value of the holding transactions: type: array items: $ref: '#/components/schemas/Transaction' description: List of transactions for this holding (beta) additional_info: type: object description: Additional information specific to the government security properties: open_units: type: - number - 'null' format: float description: Opening balance units for the statement period (beta) close_units: type: - number - 'null' format: float description: Closing balance units for the statement period (beta) AIF: type: object properties: isin: type: string description: ISIN code of the AIF name: type: string description: Name of the AIF units: type: number format: float description: Number of units held value: type: number format: float description: Current market value of the holding transactions: type: array items: $ref: '#/components/schemas/Transaction' description: List of transactions for this holding (beta) additional_info: type: object description: Additional information specific to the AIF properties: open_units: type: - number - 'null' format: float description: Opening balance units for the statement period (beta) close_units: type: - number - 'null' format: float description: Closing balance units for the statement period (beta) DematMutualFund: type: object properties: isin: type: string description: ISIN code of the mutual fund name: type: string description: Name of the mutual fund units: type: number format: float description: Number of units held value: type: number format: float description: Current market value of the holding transactions: type: array items: $ref: '#/components/schemas/Transaction' description: List of transactions for this holding (beta) additional_info: type: object description: Additional information specific to the mutual fund properties: open_units: type: - number - 'null' format: float description: Opening balance units for the statement period (beta) close_units: type: - number - 'null' format: float description: Closing balance units for the statement period (beta) MutualFundScheme: type: object properties: isin: type: string description: ISIN code of the scheme name: type: string description: Scheme name type: type: string enum: - Equity - Debt - Hybrid - Other description: Type of mutual fund scheme units: type: number format: float description: Number of units held nav: type: number format: float description: Net Asset Value per unit value: type: number format: float description: Current market value of the holding cost: type: number format: float description: Cost of investment gain: type: object properties: absolute: type: number format: float description: Absolute gain or loss percentage: type: number format: float description: Percentage gain or loss transactions: type: array items: $ref: '#/components/schemas/Transaction' nominees: type: array items: type: string description: List of nominees additional_info: type: object description: Additional information specific to the scheme properties: advisor: type: string description: Financial advisor name (CAMS/KFintech) rta_code: type: string description: RTA code for the scheme (CAMS/KFintech) amfi: type: string description: AMFI code for the scheme (CAMS/KFintech) open_units: type: - number - 'null' format: float description: Opening balance units for the statement period close_units: type: - number - 'null' format: float description: Closing balance units for the statement period NPSFund: type: object properties: name: type: string description: Name of the NPS fund units: type: number format: float description: Number of units held nav: type: number format: float description: Net Asset Value per unit value: type: number format: float description: Current market value of the holding cost: type: number format: float description: Cost of investment additional_info: type: object description: Additional information specific to the NPS fund properties: tier: type: number enum: - 1 - 2 - null description: NPS tier (Tier I or Tier II) manager: type: string description: Fund manager name Transaction: type: object description: >- Unified transaction schema for all holding types (MF folios, equities, bonds, etc.) properties: date: type: string format: date description: Transaction date (YYYY-MM-DD) description: type: string description: Transaction description/particulars type: type: string description: >- Transaction type. Possible values are PURCHASE, PURCHASE_SIP, REDEMPTION, SWITCH_IN, SWITCH_IN_MERGER, SWITCH_OUT, SWITCH_OUT_MERGER, DIVIDEND_PAYOUT, DIVIDEND_REINVEST, SEGREGATION, STAMP_DUTY_TAX, TDS_TAX, STT_TAX, MISC, REVERSAL, UNKNOWN. enum: - PURCHASE - PURCHASE_SIP - REDEMPTION - SWITCH_IN - SWITCH_IN_MERGER - SWITCH_OUT - SWITCH_OUT_MERGER - DIVIDEND_PAYOUT - DIVIDEND_REINVEST - SEGREGATION - STAMP_DUTY_TAX - TDS_TAX - STT_TAX - MISC - REVERSAL - UNKNOWN amount: type: - number - 'null' format: float description: Transaction amount in currency (computed from units × price/NAV) units: type: number format: float description: Number of units involved in transaction nav: type: - number - 'null' format: float description: NAV/price per unit on transaction date balance: type: number format: float description: Balance units after transaction dividend_rate: type: - number - 'null' format: float description: Dividend rate (for DIVIDEND_PAYOUT transactions) additional_info: type: object description: Additional transaction-specific fields that vary by source properties: credit: type: number format: float description: Units credited (demat transactions) debit: type: number format: float description: Units debited (demat transactions) stamp_duty: type: number format: float description: Stamp duty charged order_no: type: string description: Order/transaction reference number (demat transactions) price: type: number format: float description: Price per unit (NSDL/CDSL MF transactions) income_distribution: type: number format: float description: Income distribution amount (CDSL MF transactions) capital_withdrawal: type: number format: float description: Capital withdrawal amount (CDSL MF transactions) responses: Unauthorized: description: Unauthorized. This can happen if the `x-api-key` header is missing. content: application/json: schema: $ref: '#/components/schemas/AuthErrorResponse' example: status: error msg: >- Authentication failed: API key is missing. Please provide a valid API key in the x-api-key header. Forbidden: description: >- Forbidden. This can happen if the API key is invalid or the quota has been exceeded. content: application/json: schema: $ref: '#/components/schemas/AuthErrorResponse' example: status: error msg: >- Authentication failed: API quota exceeded or invalid API key. Please check your API key or quota limits. InternalError: description: Internal server error content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' securitySchemes: ApiKeyAuth: type: apiKey in: header name: x-api-key description: | Your API key for authentication. Use `sandbox-with-json-responses` as Sandbox key. ````