A collection of skills, templates, and documentation for AI coding agents to integrate Indian financial portfolio tracking into applications using the CAS Parser API.

CAS Parser is an API platform that extracts structured data from Indian financial portfolio documents:

• Portfolio Connect SDK — drop-in UI widget for web apps (file upload, email inbox import, CDSL fetch — all in one modal)
• REST API — parse CAS PDFs from CDSL, NSDL, and CAMS/KFintech into structured JSON
• Contract Notes — parse broker trade documents from Zerodha, Groww, Upstox, ICICI

The agent instructions + domain knowledge + MCP tools work together so your AI coding agent can build CAS Parser integrations without you having to explain the API.

Using the skills CLI:

npx skills add casparser/agent-toolkit

This installs templates and documentation into your project's .skills/ directory.

If you prefer manual setup, copy the skills/casparser/ directory into your project's .skills/ or skills/ folder.

Download AGENTS.md to your project root:

curl -O https://raw.githubusercontent.com/casparser/agent-toolkit/main/AGENTS.md

For Claude Code, also download CLAUDE.md:

curl -O https://raw.githubusercontent.com/casparser/agent-toolkit/main/CLAUDE.md

The official cas-parser-node-mcp package exposes all API endpoints as tools, with Code Mode (agents write TypeScript SDK code in a sandbox) and a doc search tool.

claude mcp add cas_parser_node_mcp -e CAS_PARSER_API_KEY=your-api-key -- npx -y cas-parser-node-mcp@latest

{
  "mcpServers": {
    "cas_parser_node_mcp": {
      "command": "npx",
      "args": ["-y", "cas-parser-node-mcp@latest"],
      "env": {
        "CAS_PARSER_API_KEY": "your-api-key"
      }
    }
  }
}

{
  "mcpServers": {
    "cas_parser_node_mcp": {
      "command": "npx",
      "args": ["-y", "cas-parser-node-mcp@latest"],
      "env": {
        "CAS_PARSER_API_KEY": "your-api-key"
      }
    }
  }
}

1. Open Windsurf Settings
2. Navigate to Cascade > MCP
3. Click Add Server
4. Enter:
   • Name: cas_parser_node_mcp
   • Type: command
   • Command: npx -y cas-parser-node-mcp@latest
   • Env: CAS_PARSER_API_KEY=your-api-key

{
  "mcpServers": {
    "cas_parser_node_mcp": {
      "command": "npx",
      "args": ["-y", "cas-parser-node-mcp@latest"],
      "env": {
        "CAS_PARSER_API_KEY": "your-api-key"
      }
    }
  }
}

Use sandbox-with-json-responses as the API key for testing.

Ask your AI agent:

"Review the CAS Parser skill and help me integrate portfolio parsing into my app"

Or try specific tasks:

"Parse a CAS PDF using the CAS Parser API"

"Add Portfolio Connect widget to my React app"

"Set up CDSL fetch with OTP verification"

• Portfolio Connect SDK — Drop-in React/Vue/Angular/HTML widget for the full import flow (recommended for frontend)
• Portfolio Links — Branded no-code collection pages for advisors (link.casparser.in/your-company)
• CAS Parsing — Parse CDSL, NSDL, CAMS/KFintech PDFs into structured JSON via REST API
• Contract Notes — Parse broker trade documents from Zerodha, Groww, Upstox, ICICI
• CDSL Fetch — Download CAS directly from CDSL via OTP authentication
• Email Import — Import CAS files from Gmail, Outlook, or Zoho via OAuth
• Inbound Email — Create dedicated email addresses for CAS forwarding with webhook delivery
• Registry Verification — Verify SEBI intermediaries (RIA, Research Analyst, PMS, broker) and AMFI distributors (ARN) against the official registers before onboarding
• Unified Response — Consistent JSON format across all 9 asset classes

├── AGENTS.md                          # Core integration rules for agents
├── CLAUDE.md                          # Claude Code-specific guidance
├── README.md                          # This file
└── skills/casparser/
    ├── SKILL.md                       # CAS Parser concepts and patterns
    ├── templates/                     # Ready-to-use code snippets
    │   ├── react-portfolio-connect.tsx # React: Portfolio Connect widget ⭐
    │   ├── nextjs-portfolio-connect.tsx# Next.js: full page with widget
    │   ├── html-portfolio-connect.html# Vanilla HTML: embed widget
    │   ├── python-smart-parse.py      # Python: auto-detect & parse CAS
    │   ├── python-cdsl-fetch.py       # Python: CDSL OTP flow
    │   ├── python-email-import.py     # Python: Gmail inbox import
    │   ├── python-contract-note.py    # Python: parse contract notes
    │   ├── python-kfintech-generate.py# Python: KFintech mailback
    │   ├── python-inbound-email.py    # Python: inbound email forwarding
    │   ├── python-credits-check.py    # Python: quota & usage monitoring
    │   ├── python-verify.py           # Python: verify SEBI/AMFI registration
    │   ├── nodejs-smart-parse.js      # Node.js: smart parse
    │   ├── nodejs-cdsl-fetch.js       # Node.js: CDSL OTP flow
    │   ├── nodejs-email-import.js     # Node.js: email import
    │   ├── nodejs-access-token.js     # Node.js: generate access tokens
    │   └── curl-examples.sh           # curl for every endpoint
    └── references/                    # Detailed guides
        ├── api-overview.md            # Auth, base URLs, headers, sandbox
        ├── cas-types.md               # CDSL vs NSDL vs CAMS/KFintech
        ├── unified-response.md        # Full response schema
        ├── portfolio-connect-sdk.md   # SDK integration guide
        ├── email-import-flow.md       # Email OAuth walkthrough (Gmail, Outlook, Zoho)
        ├── cdsl-fetch-flow.md         # CDSL 2-step OTP guide
        ├── contract-notes.md          # Contract note parsing
        ├── error-handling.md          # Error codes and debugging
        └── credits-billing.md         # Credits system and pricing

• CAS Parser Documentation — Official docs
• API Reference — Interactive API reference
• CAS Parser Web Portal — Try it online
• Portfolio Connect SDK — Frontend UI widget (npm)
• Node.js / TypeScript SDK — Official TypeScript API client (npm)
• Python SDK — Official Python API client (GitHub)
• MCP Server — AI agent tools with Code Mode (npm)
• LLM Context (llms.txt) — Short LLM context file
• LLM Context (full) — Comprehensive LLM context with full API reference
• Agents.md — Standard for agent behaviors
• Agent Skills Spec — Specification for agent skills

The CAS Parser Agent Toolkit empowers AI coding agents to build financial portfolio tracking applications using the CAS Parser API — the leading platform for parsing Indian financial documents.