> ## 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.

# Connect Email Provider (Initiate OAuth)

> Initiate OAuth flow to connect user's email inbox.

Returns an `oauth_url` that you should redirect the user to. After authorization,
they are redirected back to your `redirect_uri` with the following query parameters:

**On success:**
- `inbox_token` - Encrypted token to store client-side
- `email` - Email address of the connected account
- `state` - Your original state parameter (for CSRF verification)

**On error:**
- `error` - Error code (e.g., `access_denied`, `token_exchange_failed`)
- `state` - Your original state parameter

**Store the `inbox_token` client-side** and use it for all subsequent inbox API calls.




## OpenAPI

````yaml /api-reference/openapi.yaml post /v4/inbox/connect
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=<token>&client_name=<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/inbox/connect:
    post:
      tags:
        - Email Import
      summary: Connect Email Provider (Initiate OAuth)
      description: >
        Initiate OAuth flow to connect user's email inbox.


        Returns an `oauth_url` that you should redirect the user to. After
        authorization,

        they are redirected back to your `redirect_uri` with the following query
        parameters:


        **On success:**

        - `inbox_token` - Encrypted token to store client-side

        - `email` - Email address of the connected account

        - `state` - Your original state parameter (for CSRF verification)


        **On error:**

        - `error` - Error code (e.g., `access_denied`, `token_exchange_failed`)

        - `state` - Your original state parameter


        **Store the `inbox_token` client-side** and use it for all subsequent
        inbox API calls.
      operationId: inboxConnect
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
                - redirect_uri
              properties:
                redirect_uri:
                  type: string
                  format: uri
                  description: >-
                    Your callback URL to receive the inbox_token (must be http
                    or https)
                  example: https://yourapp.com/oauth-callback
                state:
                  type: string
                  description: State parameter for CSRF protection (returned in redirect)
                  example: abc123
      responses:
        '200':
          description: OAuth URL generated successfully
          content:
            application/json:
              schema:
                type: object
                properties:
                  status:
                    type: string
                    example: success
                  oauth_url:
                    type: string
                    format: uri
                    description: Redirect user to this URL to start OAuth flow
                    example: https://accounts.google.com/o/oauth2/v2/auth?client_id=...
                  expires_in:
                    type: integer
                    description: Seconds until the OAuth URL expires (typically 10 minutes)
                    example: 600
        '400':
          description: Invalid or missing redirect_uri
        '401':
          $ref: '#/components/responses/Unauthorized'
      security:
        - ApiKeyAuth: []
components:
  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.
  schemas:
    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.'
  securitySchemes:
    ApiKeyAuth:
      type: apiKey
      in: header
      name: x-api-key
      description: |
        Your API key for authentication.
        Use `sandbox-with-json-responses` as Sandbox key.

````