Quick Start Guide - Upstox MCP Server

Step 1: Get Upstox API Credentials

1. Visit https://upstox.com/developer/

2. Create/login to your account

3. Generate API Key and API Secret

4. Set Redirect URI: http://localhost:3000/callback

Step 2: Clone/Create Project

Note Edit .env with your credentials:

Step 3: Run with Docker

docker-compose up

Note: Replace the environment variable values in the docker-compose.yml

References

• MCP Protocol and Server concepts

• Integration with Perplexity and other LLM APIs

• Portfolio rebalancing strategies with AI inference

• Perplexity Local MCP integration

Architecture

• Node.js MCP Server: Implements MCP Protocol for communication.

• LLM Integration Module: Handles calls to external LLMs such as Perplexity for inference.

• Docker Container: Provides isolated, reproducible run environment.

Development

Running Locally

1. Install dependencies:

   npm install

2. Start the application:

   npm run start / dev

Testing

Run tests with:

Connecting a Locally Running MCP to Perplexity

Configure Perplexity to Connect to MCP

1. Go to below path Settings -> Connectors -> + Add Connector

2. Provide a Name "Robinhood" so your LLM targets the mcp

3. Under advanced tab

   Copy paste the perplexity.config.json content in Advanced tab in connectors

   Update your Perplexity environment variables to point to your MCP instance

4. Save and exit. You should be able to see your MCP showing runnng with number of tools.

Start Using and happy trading

Once connected, you can use Perplexity to send commands and queries to your local MCP seamlessly. and you should be able to see the mcp under sources

Note: Replace the environment variable values in perplexity.config.json