> ## 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.

# List CAS Files from Email Inbox

> Search the user's email inbox for CAS files from known senders
(CAMS, KFintech, CDSL, NSDL).

Files are uploaded to temporary cloud storage. **URLs expire in 24 hours.**

Optionally filter by CAS provider and date range.

**Billing:** 0.2 credits per request (charged regardless of success or number of files found).




## OpenAPI

````yaml /api-reference/openapi.yaml post /v4/inbox/cas
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/cas:
    post:
      tags:
        - Email Import
      summary: List CAS Files from Email Inbox
      description: >
        Search the user's email inbox for CAS files from known senders

        (CAMS, KFintech, CDSL, NSDL).


        Files are uploaded to temporary cloud storage. **URLs expire in 24
        hours.**


        Optionally filter by CAS provider and date range.


        **Billing:** 0.2 credits per request (charged regardless of success or
        number of files found).
      operationId: inboxCasList
      parameters:
        - name: x-inbox-token
          in: header
          required: true
          schema:
            type: string
          description: The encrypted inbox token
      requestBody:
        required: false
        content:
          application/json:
            schema:
              type: object
              properties:
                start_date:
                  type: string
                  format: date
                  description: >-
                    Start date in ISO format (YYYY-MM-DD). Defaults to 30 days
                    ago.
                  example: '2025-12-01'
                end_date:
                  type: string
                  format: date
                  description: End date in ISO format (YYYY-MM-DD). Defaults to today.
                  example: '2025-12-31'
                cas_types:
                  type: array
                  items:
                    type: string
                    enum:
                      - cdsl
                      - nsdl
                      - cams
                      - kfintech
                  description: |
                    Filter by CAS provider(s):
                    - `cdsl` → eCAS@cdslstatement.com
                    - `nsdl` → NSDL-CAS@nsdl.co.in
                    - `cams` → donotreply@camsonline.com
                    - `kfintech` → samfS@kfintech.com
                  example:
                    - cdsl
                    - nsdl
      responses:
        '200':
          description: CAS files found in inbox
          content:
            application/json:
              schema:
                type: object
                properties:
                  status:
                    type: string
                    example: success
                  files:
                    type: array
                    items:
                      $ref: '#/components/schemas/EmailCASFile'
                  count:
                    type: integer
                    description: Number of CAS files found
                    example: 5
        '401':
          description: Token invalid or revoked
          content:
            application/json:
              schema:
                type: object
                properties:
                  status:
                    type: string
                    example: error
                  msg:
                    type: string
                    example: Email access revoked. Please reconnect.
                  requires_reconnect:
                    type: boolean
                    example: true
        '500':
          $ref: '#/components/responses/InternalError'
      security:
        - ApiKeyAuth: []
components:
  schemas:
    EmailCASFile:
      type: object
      description: A CAS file found in the user's email inbox
      properties:
        message_id:
          type: string
          description: >-
            Unique identifier for the email message (use for subsequent API
            calls)
          example: 18d4a2b3c4d5e6f7
        filename:
          type: string
          description: Standardized filename (provider_YYYYMMDD_uniqueid.pdf)
          example: cdsl_20250115_a1b2c3d4.pdf
        original_filename:
          type: string
          description: Original attachment filename from the email
          example: CDSL_CAS_Statement.pdf
        message_date:
          type: string
          format: date
          description: Date the email was received
          example: '2025-01-15'
        cas_type:
          type: string
          enum:
            - cdsl
            - nsdl
            - cams
            - kfintech
          description: Detected CAS provider based on sender email
          example: cdsl
        sender_email:
          type: string
          format: email
          description: >-
            Email address of the CAS authority (CDSL, NSDL, CAMS, or KFintech)
            who originally sent this statement
          example: eCAS@cdslstatement.com
        size:
          type: integer
          description: File size in bytes
          example: 245000
        url:
          type: string
          format: uri
          description: Direct download URL (presigned, expires based on expires_in)
          example: >-
            https://cdn.casparser.in/email-cas/user123/cdsl_20250115_a1b2c3d4.pdf
        expires_in:
          type: integer
          description: >
            URL expiration time in seconds. Defaults vary by source:

            - Gmail Inbox Import: 86400 (24h)

            - Inbound Email with `callback_url` set: 172800 (48h)

            - Inbound Email without `callback_url`: aligned with the session TTL
            (~30 min)
          example: 86400
    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.
  responses:
    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.

````