Release Notes - CAS Parser

Last Updated: February 2026
API Documentation: API Reference

📅 February 2026

Portfolio Links

Branded portfolio collection pages for wealth managers and advisors. Share a custom link with clients — they upload CAS statements that are emailed directly to you. Use cases:

Client onboarding (collect 50 years of portfolio history)
Portfolio reviews
Compliance documentation

How it works:

Create a branded link: link.casparser.in/{your-company}
Share via WhatsApp, email, or SMS
Clients upload CAS PDFs (with optional name/email)
Receive parsed data via email instantly

Features:

Custom branding (logo, company name)
Privacy-first (noindex, no search visibility)
Upload-only mode (simplified UI)
Email delivery with PDF attachment

** Start here: Portfolio Links

AI Agent Toolkit

The Agent Toolkit helps empower AI agents with CAS parsing capabilities. Includes Model Context Protocol (MCP) support for seamless integration with LLM clients like Claude Desktop.

Usage Tracking & Analytics

Monitor API consumption via new endpoints and the Web Portal dashboard. API Endpoints:

Endpoint	Description
`POST /v1/usage`	Detailed request-level usage logs with timestamps, status codes, and credits consumed
`POST /v1/usage/summary`	Aggregated analytics grouped by feature — ideal for overview

Web Portal (app.casparser.in):

Visual usage dashboard with charts and trends
Filter by date range and feature type

Response includes: X-Request-ID, feature name, credits, status code, and timestamp for each API call.

📅 January 2026

Portfolio Connect SDK

Drop-in widget for importing Indian investment portfolios — go live without building UI.

npm install @cas-parser/connect

What it does:

Pre-built UI for file upload, CDSL OTP fetch, and MF statement generation
Works with React, Next.js, Angular, Vue, Vanilla JS, React Native, and Flutter
Customizable branding (logo, title, colors)
Event callbacks for analytics integration

<PortfolioConnect
  accessToken="at_xxxxx"
  onSuccess={(data) => console.log(data)}
>
  {({ open }) => <button onClick={open}>Import Portfolio</button>}
</PortfolioConnect>

Bundle sizes: 54KB gzipped (standalone)

Short-Lived Access Tokens

Securely pass parsing capability to client-side applications without exposing your API key. How it works:

Generate token from your backend: POST /v1/token
Pass the at_ prefixed token to frontend/SDK
Token works as drop-in replacement for x-api-key

Properties:

Expires in 60 minutes (configurable)
Cannot generate other tokens
Verify validity: POST /v1/token/verify

Inbox Integration - Gmail Import

Import CAS files directly from user email inboxes via OAuth. CASA verified by Google for secure, compliant email access. Flow:

POST /v4/inbox/connect → Get OAuth URL
User authorizes read-only email access
POST /v4/inbox/cas → List and download CAS attachments

Supported senders: CDSL, NSDL, CAMS, KFintech Security:

Google CASA Audit approved
Read-only access (cannot send emails)
Tokens encrypted server-side
User can revoke via /v4/inbox/disconnect

CDSL Instant Fetch

Retrieve CDSL statements directly via OTP authentication — no email wait required. Two-step flow:

POST /v4/cdsl/fetch — Submit credentials, receive OTP on registered mobile
POST /v4/cdsl/fetch/{session_id}/verify — Submit OTP, receive download URLs

Returns: Up to 6 monthly CAS PDFs as direct download URLs.

📅 December 2025

Demat Transaction History

CDSL and NSDL statements now include transaction-level detail for demat holdings. Available in: /v4/smart/parse, /v4/cdsl/parse, /v4/nsdl/parse Each holding now includes a transactions array with:

Transaction date and type (buy/sell/corporate action)
Quantity changes (open/close units)
Value at transaction time

Web Portal: Expandable transaction rows in the results table for demat holdings.

Request Tracing

All API responses now include a X-Request-ID header in the format req_<alphanumeric>. Use this ID to:

Correlate requests with usage logs
Reference specific calls when contacting support
Debug issues in your application

📅 September 2025

NPS Account Support

National Pension System accounts are now captured in NSDL statements. Response includes:

PRAN (Permanent Retirement Account Number)
Fund-wise holdings with gain/loss
Tier classification (Tier I / Tier II)
Fund type (Equity, Corporate Bond, Government Securities, etc.)

Holders Summary

NSDL statements now capture account holder information with linked PAN details for joint accounts and nominee tracking.

📅 July 2025

Mobile-Optimized Web Portal

The Web Portal (app.casparser.in) is now fully responsive with touch-friendly controls, optimized form elements, and improved layouts for mobile devices.

Security Trust Indicators

Enhanced upload area with prominent security messaging — no file storage after processing, end-to-end encryption, and India-hosted infrastructure.

Corporate Bonds Support (CDSL)

CDSL statements now parse corporate bond holdings alongside equities. Bond data includes:

ISIN and company name
Coupon rate and maturity date
Face value, market value, and total value
Number of bonds held

{
  "holdings": {
    "corporate_bonds": [
      {
        "isin": "INE123A01234",
        "name": "Company Name",
        "coupon_rate": "8.5%",
        "maturity_date": "2027-12-31",
        "units": 10,
        "value": 105000
      }
    ]
  }
}

📅 June 2025

Smart Parse Endpoint

Single endpoint that auto-detects CAS type and returns a unified response format.

POST /v4/smart/parse

Benefits:

No need to pre-identify if the PDF is from CDSL, NSDL, or CAMS/KFintech
Consistent response schema regardless of source
Reduces integration complexity

KFintech CAS Generator

Programmatically request CAS statements via KFintech’s email mailback service.

POST /v4/kfintech/generate

Parameters: email, from_date, to_date, password, optional pan_no The investor receives the password-protected CAS PDF in their email within minutes.

Live Chat Support

In-app chat support for real-time assistance with API integration and troubleshooting.

Sandbox Mode

Test API integrations without consuming credits using the sandbox key sandbox-with-json-responses. Returns realistic sample responses for all endpoints.

📅 April 2025

Passwordless Authentication

Sign in to the Web Portal using email magic links — no password required. Enter your email, click the link sent to your inbox, and you’re in.

API Endpoints Summary

Category	Endpoint	Description
Parsing	`POST /v4/smart/parse`	Auto-detect and parse any CAS
	`POST /v4/nsdl/parse`	Parse NSDL CAS
	`POST /v4/cdsl/parse`	Parse CDSL CAS
	`POST /v4/cams_kfintech/parse`	Parse CAMS/KFintech CAS
Generation	`POST /v4/kfintech/generate`	Request CAS via email
Fetch	`POST /v4/cdsl/fetch`	CDSL OTP request
	`POST /v4/cdsl/fetch/{id}/verify`	CDSL OTP verify + download
Email Import	`POST /v4/inbox/connect`	Initiate OAuth
	`POST /v4/inbox/cas`	List CAS files from inbox
	`POST /v4/inbox/disconnect`	Revoke email access
Access Tokens	`POST /v1/token`	Generate short-lived token
	`POST /v1/token/verify`	Validate token
SDK	`@cas-parser/connect`	Drop-in widget (npm package)
Usage	`POST /v1/credits`	Check remaining credits
	`POST /v1/usage`	Detailed usage logs
	`POST /v1/usage/summary`	Aggregated analytics

We’ve been in business since 2020, this is just an overview of recent releases :)

Getting Started

Sign up at app.casparser.in to get your API key
Use sandbox-with-json-responses as a test key for development
Explore the interactive API docs at API Reference

Questions? Contact us at casparser.in/contact

Updates

​📅 February 2026

​Portfolio Links

​AI Agent Toolkit

​Usage Tracking & Analytics

​📅 January 2026

​Portfolio Connect SDK

​Short-Lived Access Tokens

​Inbox Integration - Gmail Import

​CDSL Instant Fetch

​📅 December 2025

​Demat Transaction History

​Request Tracing

​📅 September 2025

​NPS Account Support

​Holders Summary

​📅 July 2025

​Mobile-Optimized Web Portal

​Security Trust Indicators

​Corporate Bonds Support (CDSL)

​📅 June 2025

​Smart Parse Endpoint

​KFintech CAS Generator

​Live Chat Support

​Sandbox Mode

​📅 April 2025

​Passwordless Authentication

​API Endpoints Summary

​Getting Started