Upstox MCP Server
Integrates with Perplexity AI to enable LLM-based inference for portfolio rebalancing strategies and trading commands through the MCP protocol.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Upstox MCP Serverrebalance my portfolio based on current market trends"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Quick Start Guide - Upstox MCP Server
Step 1: Get Upstox API Credentials
Create/login to your account
Generate API Key and API Secret
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
Related MCP server: vibetrader-mcp
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
Install dependencies:
npm install
Start the application:
npm run start / dev
Testing
Run tests with:
npx @modelcontextprotocol/inspector node dist/server.jsConnecting a Locally Running MCP to Perplexity
Configure Perplexity to Connect to MCP
Go to below path Settings -> Connectors -> + Add Connector
Provide a Name "Robinhood" so your LLM targets the mcp
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
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
This server cannot be deployed
Maintenance
Related MCP Connectors
Unified financial infrastructure connecting AI agents directly to trade live/demo brokerage accounts, Web3 non-custodial wallets, real-time market data across equities, ETFs, crypto, forex, options, DeFi swaps, and prediction markets, institutional research feeds, and algorithmic strategy backtesters.
- tradingOAuthagency.lona
AI-powered trading strategy development: backtesting, market data, and portfolio analysis
Portfolio analytics + US-equity market research for AI clients. ChatGPT deep-research compat.
Automate trading on your own Alpaca account - build, backtest and run strategies via your AI.
Related MCP Servers
- AlicenseNot gradedqualityDmaintenanceIntegrates with Robinhood API and LLMs like Perplexity to provide AI-powered portfolio rebalancing recommendations and trading analytics without executing trades directly.39 npmApache 2.0
- AlicenseNot gradedqualityCmaintenanceEnables AI assistants to trade stocks directly through natural language by creating and managing bots, executing trades, accessing market data, and backtesting strategies.4MIT
- FlicenseNot gradedqualityCmaintenanceEnables LLM agents to analyze portfolios and execute orders on the Indian stock market via Upstox API v2 using natural language.-
- FlicenseNot gradedqualityDmaintenanceEnables interaction with the Upstox trading API via natural language to fetch user profile, funds, holdings, positions, orders, and trades.-