> ## 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.

# Create Inbound Email

> Create a dedicated inbound email address for collecting CAS statements
via email forwarding. When an investor forwards a CAS email to this
address, we verify the sender and make the file available to you.

`callback_url` is **optional**:
- **Set it** — we POST each parsed email to your webhook as it arrives.
- **Omit it** — retrieve files via `GET /v4/inbound-email/{id}/files`
  without building a webhook consumer.




## OpenAPI

````yaml /api-reference/openapi.yaml post /v4/inbound-email
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/inbound-email:
    post:
      tags:
        - Inbound Email
      summary: Create Inbound Email
      description: |
        Create a dedicated inbound email address for collecting CAS statements
        via email forwarding. When an investor forwards a CAS email to this
        address, we verify the sender and make the file available to you.

        `callback_url` is **optional**:
        - **Set it** — we POST each parsed email to your webhook as it arrives.
        - **Omit it** — retrieve files via `GET /v4/inbound-email/{id}/files`
          without building a webhook consumer.
      operationId: createInboundEmail
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                alias:
                  type: string
                  minLength: 3
                  maxLength: 32
                  pattern: ^[a-z0-9][a-z0-9-]*[a-z0-9]$
                  description: |
                    Optional custom email prefix (e.g.
                    `john-portfolio@import.casparser.in`). 3-32 chars,
                    alphanumeric + hyphens, must start/end with a letter or
                    number. If omitted, a random ID is generated.
                  example: john-portfolio
                reference:
                  type: string
                  maxLength: 256
                  description: |
                    Your internal identifier (e.g., user_id, account_id).
                    Returned in webhook payload for correlation.
                  example: user_12345
                callback_url:
                  type:
                    - string
                    - 'null'
                  format: uri
                  description: >
                    Optional webhook URL where we POST parsed emails. Must be

                    HTTPS in production (HTTP allowed for localhost). If
                    omitted,

                    retrieve files via `GET /v4/inbound-email/{id}/files`.
                  example: https://api.yourapp.com/webhooks/cas-email
                allowed_sources:
                  type: array
                  items:
                    type: string
                    enum:
                      - cdsl
                      - nsdl
                      - cams
                      - kfintech
                  description: >
                    Filter emails by CAS provider. If omitted, accepts all
                    providers.

                    - `cdsl` → eCAS@cdslstatement.com

                    - `nsdl` → NSDL-CAS@nsdl.co.in

                    - `cams` → donotreply@camsonline.com

                    - `kfintech` → samfS@kfintech.com
                  example:
                    - cdsl
                    - nsdl
                metadata:
                  type: object
                  additionalProperties:
                    type: string
                  maxProperties: 10
                  description: >
                    Optional key-value pairs (max 10) to include in webhook
                    payload.

                    Useful for passing context like plan_type, campaign_id, etc.
                  example:
                    plan: premium
                    source: onboarding
      responses:
        '201':
          description: Inbound email created successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InboundEmail'
        '400':
          description: Invalid request (malformed URL, invalid sources, etc.)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
      security:
        - ApiKeyAuth: []
components:
  schemas:
    InboundEmail:
      type: object
      description: An inbound email address for receiving forwarded CAS emails
      properties:
        inbound_email_id:
          type: string
          description: Unique inbound email identifier
          example: ie_a1b2c3d4e5f6
        email:
          type: string
          format: email
          description: The inbound email address to forward CAS statements to
          example: ie_a1b2c3d4e5f6@import.casparser.in
        reference:
          type:
            - string
            - 'null'
          description: Your internal reference identifier
          example: user_12345
        callback_url:
          type: string
          format: uri
          description: |
            Webhook URL for email notifications. If set, we POST each parsed
            email here. If omitted, files are only retrievable via
            `GET /v4/inbound-email/{id}/files`.
          example: https://api.yourapp.com/webhooks/cas-email
        allowed_sources:
          type: array
          items:
            type: string
            enum:
              - cdsl
              - nsdl
              - cams
              - kfintech
          description: Accepted CAS providers (empty = all)
          example:
            - cdsl
            - nsdl
        status:
          type: string
          enum:
            - active
            - paused
          description: Current inbound email lifecycle status
          example: active
        metadata:
          type: object
          additionalProperties:
            type: string
          description: Custom key-value metadata
          example:
            plan: premium
        created_at:
          type: string
          format: date-time
          description: When the inbound email was created
          example: '2025-02-21T10:30:00Z'
        updated_at:
          type: string
          format: date-time
          description: When the inbound email was last updated
          example: '2025-02-21T10:30:00Z'
    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.
    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.'
  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.
  securitySchemes:
    ApiKeyAuth:
      type: apiKey
      in: header
      name: x-api-key
      description: |
        Your API key for authentication.
        Use `sandbox-with-json-responses` as Sandbox key.

````