> ## 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.

# Release Notes

> Latest updates from CAS Parser

**Last Updated:** May 2026\
**API Documentation:** [API Reference](/api-reference/introduction)

***

## 📅 May 2026

### KYC PAN Status

New endpoint to verify KYC registration status for any PAN number across all five SEBI-registered KRAs — in a single call, with normalized output.

* `POST /v1/kyc/pan/status` — returns `kyc_compliant` boolean + full per-KRA breakdown
* Raw CVL portal strings normalized to clean enums (`validated`, `registered`, `on_hold`, etc.)
* All KRA objects always return the same six keys (no missing fields to guard against)

**Credits:** 0.5 per successful lookup. Failed lookups are not billed.

**Start here:** [KYC PAN Status Guide](/guides/kyc-pan-status)

***

### Frontend-only Inbound Email

Investors can now forward their CAS email to a unique address and get parsed data back in-browser — no download, no upload, no webhook to build.

* `callback_url` is now optional on `POST /v4/inbound-email`
* New `GET /v4/inbound-email/{id}/files` for polling (cursor-paginated by `received_at`)
* Portfolio Connect picks this up via `enableInboundEmail: true`

**Billing:** 0.2 credits per validated email received, regardless of delivery mode.

**Start here:** [Inbound Email Guide](/guides/inbound-email)

***

## 📅 April 2026

### Portfolio Connect 2.0

Major redesign of the [`@cas-parser/connect`](https://www.npmjs.com/package/@cas-parser/connect) widget focused on end-user conversion.

* Plain-language copy — no more "CAS", "depository", "BO ID", "KFintech" in user-facing screens
* Demat path reordered: broker first, method second (CDSL brokers get instant OTP fetch; NSDL go straight to upload)
* New `enableInboundEmail` flag adds an in-widget "forward from email" path
* Cross-flow handoffs replace dead ends (mailback → forward, empty inbox → request fresh, upload ↔ forward)

```bash theme={null}
npm install @cas-parser/connect@^2
```

### Portfolio Connect 2.1 — `onSubmit` now covers every flow

`onSubmit` used to fire only on file upload. It now covers file upload, Gmail inbox, inbound email, and CDSL fetch — so you can intercept PDFs from any path and send them to your own backend.

```ts theme={null}
onSubmit={async (input, password) => {
  if (input.kind === 'file') {
    // input.file: File — source: 'UPLOAD'
  } else {
    // input.pdfUrl: string — source: 'INBOX' | 'INBOUND_EMAIL' | 'CDSL_FETCH'
  }
}}
```

### Teams & Collaboration

Collaborate with your team under one account. Invite colleagues by email, manage roles, and share a single billing plan.

**How it works:**

1. Create a team from the [Teams page](https://app.casparser.in/teams)
2. Invite members by email
3. Members join and start working — usage is billed to the team owner

**Details:**

* Role-based access: Owners manage billing and team; Members get scoped access
* Up to 50 members per team

### Test Mode

Try any CAS Parser endpoint without signing up, uploading a PDF, or spending credits. One toggle, instant sample data.

**Web Portal:** Global "Test Mode" switch in the header. When active, the sandbox key (`sandbox-with-json-responses`) is injected automatically. File upload is replaced with a "Get Sample Portfolio" button.

**API:** All endpoints now short-circuit in sandbox mode — no PDF, password, or form fields required. Previously, sandbox users still needed to provide a valid file.

***

## 📅 March 2026

### Web Portal Overhaul

Complete redesign of the [Web Portal](https://app.casparser.in) with professional-grade financial data views and multi-portfolio support.

**Data views:** New finance-themed tables across all sections (Demat, Mutual Funds, Insurance, NPS) with pinned totals and improved readability.

**Multi-portfolio tabs:** Upload and compare multiple CAS portfolios side-by-side. Tab labels show investor name + total value. Summary cards for Total, Mutual Funds, Demat, and Insurance values. All data stored locally in the browser.

**Analytics & Insights:**

* Portfolio analytics with interactive charts and visualizations
* Advisor Insights: health score, risk warnings, redundancy detection, STCG/LTCG tax analysis, SIP detection
* XLSX/CSV/JSON export now covers all API fields including demat transactions and NPS (separate sheets)

### Multi-lingual CDSL Support

CDSL eCAS PDFs containing regional language text are now parsed correctly. The parser now supports all 22 official Indian languages — Hindi, Gujarati, Bengali, Telugu, Kannada, Malayalam, Tamil, Punjabi, Odia, Urdu, Manipuri, Santhal, and more.

***

## 📅 February 2026

### Inbound Email API

Create dedicated email addresses for investors to forward CAS statements. No OAuth, no file upload — just forward and done.

**How it works:**

1. Create an inbound email: `POST /v4/inbound-email` with your `callback_url`
2. We return a unique address like `<your-choice>@import.casparser.in`
3. Investor forwards their CAS email to this address
4. We validate the sender (CDSL/NSDL/CAMS/KFintech), extract attachments, and POST to your webhook

**Webhook payload includes:**

* `forwarded_by`: Investor's email address
* `files`: Array of CAS attachments with download URLs (48h expiry)
* `reference` and `metadata`: Your data from creation time

**Billing:** 0.2 credits per successfully processed email.

**Start here:** [Inbound Email Guide](/guides/inbound-email)

### 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 transaction history)
* Portfolio reviews
* Compliance documentation

**How it works:**

1. Create a branded link: `link.casparser.in/{your-company}`
2. Share via WhatsApp, email, or SMS
3. Clients upload CAS PDFs (with optional name/email)
4. 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](https://app.casparser.in/portfolio-links)

***

### AI Agent Toolkit

The [Agent Toolkit](https://github.com/CASParser/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](https://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.

```bash theme={null}
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

```jsx theme={null}
<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:**

1. Generate token from your backend: `POST /v1/token`
2. Pass the `at_` prefixed token to frontend/SDK
3. 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:**

1. `POST /v4/inbox/connect` → Get OAuth URL
2. User authorizes read-only email access
3. `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:**

1. `POST /v4/cdsl/fetch` — Submit credentials, receive OTP on registered mobile
2. `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](https://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

```json theme={null}
{
  "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

1. Sign up at [app.casparser.in](https://app.casparser.in) to get your API key
2. Use `sandbox-with-json-responses` as a test key for development
3. Explore the interactive API docs at [API Reference](/api-reference/introduction)

Questions? Contact us at [casparser.in/contact](https://casparser.in/contact)