# CAS Parser

- [Introduction](https://casparser.in/docs/index.md): The portfolio import API for Indian fintech. Parse CAS PDFs, fetch holdings via OTP, import from email. 9 asset classes. 5-minute integration.
- [Quickstart](https://casparser.in/docs/quickstart.md): Get started with CAS Parser in under 5 minutes. Choose your preferred language.
- [Python Quickstart](https://casparser.in/docs/quickstart/python.md): Parse your first CAS PDF with Python in 5 lines of code.
- [Node.js Quickstart](https://casparser.in/docs/quickstart/nodejs.md): Parse your first CAS PDF with Node.js using fetch or axios.
- [cURL Quickstart](https://casparser.in/docs/quickstart/curl.md): Parse CAS PDFs from the command line using cURL.
- [Authentication](https://casparser.in/docs/learn/authentication.md): API keys, access tokens, and security best practices for CAS Parser API.
- [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.
- [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.
- [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.
- [API Reference](https://casparser.in/docs/api-reference/introduction.md): Complete API documentation for CAS Parser.
- [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 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.
- [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 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.
- [Normalize mutual-fund RTA files](https://casparser.in/docs/api-reference/rta-sync/normalize-mutual-fund-rta-files.md): Upload one or more CAMS or KFintech reverse-feed files and receive typed canonical data sets. The endpoint accepts CSV, XLS, XLSX, and DBF files, detects the source report from the headers, applies provider-specific cleanup rules, and returns normalized records with warnings and a batch summary.
- [Reconcile normalized RTA batches](https://casparser.in/docs/api-reference/rta-sync/reconcile-normalized-rta-batches.md): Compare a current normalized RTA batch with a previous normalized batch supplied by the caller. The endpoint returns record-level classifications for new, unchanged, changed, duplicate, reversed, removed, and unmatched records. Removed classifications are emitted only for complete snapshot compariso…
- [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.
- [CAS Generator (Email Mailback)](https://casparser.in/docs/api-reference/cas-generator/cas-generator-email-mailback.md): Generate a mutual fund CAS statement via email mailback. The CAS PDF will be sent to the investor's email.
- [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.
- [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.
- [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).
- [Disconnect Email Provider](https://casparser.in/docs/api-reference/email-import/disconnect-email-provider.md): Revoke email access and invalidate the token.
- [List Inbound Emails](https://casparser.in/docs/api-reference/inbound-email/list-inbound-emails.md): List all inbound emails associated with your API key. Returns active and paused inbound emails (deleted ones are excluded).
- [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. When an investor forwards a CAS email to this address, we verify the sender and make the file available to you.
- [Get Inbound Email Details](https://casparser.in/docs/api-reference/inbound-email/get-inbound-email-details.md): Retrieve details of a specific inbound email including statistics.
- [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.
- [List Files Received](https://casparser.in/docs/api-reference/inbound-email/list-files-received.md): Retrieve CAS files forwarded to this inbound email. Available for every inbound email, regardless of whether a `callback_url` was set — use it to avoid building a webhook consumer, to poll alongside a webhook, or to replay missed webhook deliveries.
- [Check KYC PAN Status](https://casparser.in/docs/api-reference/kyc/check-kyc-pan-status.md): Query KYC registration status for a PAN number across all five SEBI-registered KRAs (CVL, NDML, CAMS, Karvy, KFin) via the CVL KRA portal.
- [Check if a DigiLocker account exists](https://casparser.in/docs/api-reference/kyc/check-if-a-digilocker-account-exists.md): Check whether a mobile number or Aadhaar number is already registered with DigiLocker. This is a pre-consent lookup: it helps you decide whether to start the user in `signin` or `signup` flow.
- [Start DigiLocker session](https://casparser.in/docs/api-reference/kyc/start-digilocker-session.md): Start a DigiLocker session to fetch the investor's government-issued documents (Aadhaar, PAN, etc.) with their consent.
- [DigiLocker aggregate (one-call convenience)](https://casparser.in/docs/api-reference/kyc/digilocker-aggregate-one-call-convenience.md): Return everything available for a DigiLocker session in a single call. Each section is independent: if one is unavailable (e.g. the investor didn't consent to it), it's reported under `errors` and the rest of the response still succeeds.
- [Approve Agent Authorization](https://casparser.in/docs/api-reference/agent-auth/approve-agent-authorization.md): Called by the frontend after the user signs in.
- [Poll for Agent Authorization Result](https://casparser.in/docs/api-reference/agent-auth/poll-for-agent-authorization-result.md): Agent polls this endpoint to check if the user has approved the authorization.
- [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.
- [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.
- [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.
- [Verify a SEBI-registered intermediary](https://casparser.in/docs/api-reference/verification/verify-a-sebi-registered-intermediary.md): Verify any SEBI-registered intermediary. Provide a `registration_number` and the category is auto-detected from its sequence (e.g. `INA…` → Investment Adviser, `INP…` → Portfolio Manager, `INZ…` → Stock Broker). Alternatively, provide a `name` together with a `type` slug. `type` can also override de…
- [Verify an AMFI mutual-fund distributor (ARN)](https://casparser.in/docs/api-reference/verification/verify-an-amfi-mutual-fund-distributor-arn.md): Verify a mutual-fund distributor by ARN. The ARN (and its EUIN) is screened against AMFI's suspended, terminated, and terminated-EUIN lists; a hit sets `registration_status` to `SUSPENDED`/`TERMINATED`, `negative_list_hit` to `true`, and `verified` to `false`.
- [Portfolio Connect SDK](https://casparser.in/docs/sdk/portfolio-connect.md): Drop-in React widget for portfolio import. PDF upload, email inbox (Gmail, Outlook, Zoho), CDSL OTP — all in one modal.
- [SDK Configuration](https://casparser.in/docs/sdk/configuration.md): Complete reference for Portfolio Connect SDK props, config, events, and framework integration.
- [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.
- [RTA Sync for CAMS and KFintech Reverse Feeds](https://casparser.in/docs/guides/rta-sync.md): Reverse-feed infrastructure for CAMS and KFintech holdings, transactions, SIPs, commissions, and reporting data.
- [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.
- [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.
- [Email Inbox Import](https://casparser.in/docs/guides/gmail-inbox.md): Import CAS files directly from user email inboxes via OAuth. Supports Gmail, Outlook, and Zoho. 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
- [Portfolio Links](https://casparser.in/docs/guides/portfolio-links.md): Create branded collection pages for clients to upload CAS statements. No code required.
- [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.
- [KYC PAN Status](https://casparser.in/docs/guides/kyc-pan-status.md): Check KYC registration status for any PAN number across all five SEBI-registered KRAs in a single API call.
- [KYC DigiLocker](https://casparser.in/docs/guides/kyc-digilocker.md): Fetch an investor's PAN, Aadhaar, and driving licence from DigiLocker, with their consent.
- [Registry Verification](https://casparser.in/docs/guides/verify.md): Verify that an advisor or distributor is genuinely registered with SEBI or AMFI, in a single API call — before you onboard them.
- [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.
- [FAQ](https://casparser.in/docs/knowledge-base/faq.md): Frequently asked questions about CAS Parser API, pricing, and integration.
- [Use Cases](https://casparser.in/docs/knowledge-base/use-cases.md): Real-world applications of CAS Parser across fintech, wealth management, and financial services.
- [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.
- [Release Notes](https://casparser.in/docs/release-notes.md): Latest updates from CAS Parser

## OpenAPI Specs

- [openapi](/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)


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