# CAS Parser

## Docs

- [Check API Credits](https://casparser.in/docs/api-reference/authorization/check-api-credits.md): Check your remaining API credits and usage for the current billing period.
- [Get API Usage Logs](https://casparser.in/docs/api-reference/authorization/get-api-usage-logs.md): Retrieve detailed API usage logs for your account.
- [Get Usage Summary](https://casparser.in/docs/api-reference/authorization/get-usage-summary.md): Get aggregated usage statistics grouped by feature.
- [CDSL CAS Fetch - Step 1 (Request OTP)](https://casparser.in/docs/api-reference/cas-fetch/cdsl-cas-fetch--step-1-request-otp.md): **Step 1 of 2**: Request OTP for CDSL CAS fetch.
- [CDSL CAS Fetch - Step 2 (Verify OTP & Get Files)](https://casparser.in/docs/api-reference/cas-fetch/cdsl-cas-fetch--step-2-verify-otp-&-get-files.md): **Step 2 of 2**: Verify OTP and retrieve CDSL CAS files.
- [KFintech CAS Generator (Email Mailback)](https://casparser.in/docs/api-reference/cas-generator/kfintech-cas-generator-email-mailback.md): Generate CAS via KFintech mailback. The CAS PDF will be sent to the investor's email.
- [Parse CAMS/KFintech CAS PDF](https://casparser.in/docs/api-reference/cas-parser/parse-camskfintech-cas-pdf.md): This endpoint specifically parses CAMS/KFintech CAS (Consolidated Account Statement) PDF files and returns data in a unified format. Use this endpoint when you know the PDF is from CAMS or KFintech.
- [Parse CDSL CAS PDF](https://casparser.in/docs/api-reference/cas-parser/parse-cdsl-cas-pdf.md): 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.
- [Parse NSDL CAS PDF](https://casparser.in/docs/api-reference/cas-parser/parse-nsdl-cas-pdf.md): This endpoint specifically parses NSDL CAS (Consolidated Account Statement) PDF files and returns data in a unified format. Use this endpoint when you know the PDF is from NSDL.
- [Smart Parse CAS PDF](https://casparser.in/docs/api-reference/cas-parser/smart-parse-cas-pdf.md): This endpoint parses CAS (Consolidated Account Statement) PDF files from NSDL, CDSL, or CAMS/KFintech and returns data in a unified format. It auto-detects the CAS type and transforms the data into a consistent structure regardless of the source.
- [Parse Contract Note PDF](https://casparser.in/docs/api-reference/contract-note-parser/parse-contract-note-pdf.md): This endpoint parses Contract Note PDF files from various brokers including Zerodha, Groww, Upstox, ICICI Securities, and others.
- [Check Email Connection Status](https://casparser.in/docs/api-reference/email-import/check-email-connection-status.md): Verify if an `inbox_token` is still valid and check connection status.
- [Connect Email Provider (Initiate OAuth)](https://casparser.in/docs/api-reference/email-import/connect-email-provider-initiate-oauth.md): Initiate OAuth flow to connect user's email inbox.
- [Disconnect Email Provider](https://casparser.in/docs/api-reference/email-import/disconnect-email-provider.md): Revoke email access and invalidate the token.
- [List CAS Files from Email Inbox](https://casparser.in/docs/api-reference/email-import/list-cas-files-from-email-inbox.md): Search the user's email inbox for CAS files from known senders (CAMS, KFintech, CDSL, NSDL).
- [Create Inbound Email](https://casparser.in/docs/api-reference/inbound-email/create-inbound-email.md): Create a dedicated inbound email address for collecting CAS statements via email forwarding.
- [Delete Inbound Email](https://casparser.in/docs/api-reference/inbound-email/delete-inbound-email.md): Permanently delete an inbound email address. It will stop accepting emails.
- [Get Inbound Email Details](https://casparser.in/docs/api-reference/inbound-email/get-inbound-email-details.md): Retrieve details of a specific mailbox including statistics.
- [List Inbound Emails](https://casparser.in/docs/api-reference/inbound-email/list-inbound-emails.md): List all mailboxes associated with your API key. Returns active and inactive mailboxes (deleted mailboxes are excluded).
- [API Reference](https://casparser.in/docs/api-reference/introduction.md): Complete API documentation for CAS Parser.
- [Generate Access Token](https://casparser.in/docs/api-reference/portfolio-connect/generate-access-token.md): Generate a short-lived access token from your API key.
- [Verify Access Token](https://casparser.in/docs/api-reference/portfolio-connect/verify-access-token.md): Verify an access token and check if it's still valid. Useful for debugging token issues.
- [CAS Generator for Mutual Funds](https://casparser.in/docs/guides/cas-generator.md): Request mutual fund CAS statements programmatically. Get 50+ years of transaction history from both KFintech and CAMS RTAs.
- [CDSL OTP Fetch](https://casparser.in/docs/guides/cdsl-fetch.md): Fetch CAS PDF files directly from CDSL via OTP verification. Returns download URLs for up to 6 monthly statements.
- [Contract Notes](https://casparser.in/docs/guides/contract-notes.md): Parse broker contract notes from Zerodha, Groww, Upstox, and ICICI Direct. Extract trade details automatically.
- [Gmail Inbox Import](https://casparser.in/docs/guides/gmail-inbox.md): Import CAS files directly from user email inboxes via OAuth. No password sharing required.
- [Inbound Email API](https://casparser.in/docs/guides/inbound-email.md): Create dedicated email addresses for investors to forward CAS statements
- [MCP Server](https://casparser.in/docs/guides/mcp-server.md): Model Context Protocol server for AI agents. Use CAS Parser tools directly in Claude, Cursor, Windsurf, and VS Code.
- [Parsing CAS PDFs](https://casparser.in/docs/guides/parsing.md): Upload CAS PDF files and extract structured portfolio data. Supports CDSL, NSDL, CAMS, and KFintech formats.
- [Portfolio Links](https://casparser.in/docs/guides/portfolio-links.md): Create branded collection pages for clients to upload CAS statements. No code required.
- [Introduction](https://casparser.in/docs/index.md): The portfolio import API for Indian fintech. Parse CAS PDFs, fetch holdings via OTP, import from Gmail. 9 asset classes. 5-minute integration.
- [FAQ](https://casparser.in/docs/knowledge-base/faq.md): Frequently asked questions about CAS Parser API, pricing, and integration.
- [On-Premise Deployment](https://casparser.in/docs/knowledge-base/on-premise.md): Self-hosted CAS Parser for enterprise customers. Parse portfolios locally without external API calls.
- [Use Cases](https://casparser.in/docs/knowledge-base/use-cases.md): Real-world applications of CAS Parser across fintech, wealth management, and financial services.
- [Authentication](https://casparser.in/docs/learn/authentication.md): API keys, access tokens, and security best practices for CAS Parser API.
- [Error Handling](https://casparser.in/docs/learn/error-handling.md): Best practices for handling errors in CAS Parser API. Retry logic, timeouts, and error codes.
- [Response Schema](https://casparser.in/docs/learn/response-schema.md): Complete reference for CAS Parser API response structure. Understand every field in the JSON output.
- [Quickstart](https://casparser.in/docs/quickstart.md): Get started with CAS Parser in under 5 minutes. Choose your preferred language.
- [cURL Quickstart](https://casparser.in/docs/quickstart/curl.md): Parse CAS PDFs from the command line using cURL.
- [Node.js Quickstart](https://casparser.in/docs/quickstart/nodejs.md): Parse your first CAS PDF with Node.js using fetch or axios.
- [Python Quickstart](https://casparser.in/docs/quickstart/python.md): Parse your first CAS PDF with Python in 5 lines of code.
- [Release Notes](https://casparser.in/docs/release-notes.md): Latest updates from CAS Parser
- [Sandbox](https://casparser.in/docs/resources/sandbox.md): Test CAS Parser APIs without consuming credits using the sandbox API key.
- [Security](https://casparser.in/docs/resources/security.md): How CAS Parser protects your data. Zero retention, India-hosted, encrypted.
- [Support](https://casparser.in/docs/resources/support.md): Get help with CAS Parser. Email, docs, and AI assistant.
- [SDK Configuration](https://casparser.in/docs/sdk/configuration.md): Complete reference for Portfolio Connect SDK props, events, error handling, and framework integration.
- [Portfolio Connect SDK](https://casparser.in/docs/sdk/portfolio-connect.md): Drop-in React widget for portfolio import. PDF upload, Gmail inbox, CDSL OTP — all in one modal.

## OpenAPI Specs

- [openapi](https://casparser.in/docs/api-reference/openapi.yaml)

## Optional

- [Web Portal](https://app.casparser.in)
- [Agent Toolkit](https://github.com/CASParser/agent-toolkit)
- [Ask AI](https://chatgpt.com/g/g-698778fc35f881919a8e57c537e211c6-india-portfoliogpt-powered-by-casparser)