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Broker MCP vs Research MCP

Upstox MCP vs Tapetide MCP

Upstox MCP is a read-only window into your Upstox account: holdings, positions, funds, orders, mutual fund SIPs and IPO applications. Its published tools carry no market data beyond the IPO list. Tapetide brings the market itself: prices, financials, ownership, flows and options for every listed company.

Use Upstox MCP for

Your Upstox holdings, funds, orders, SIPs and IPO applications.

Use Tapetide MCP for

Prices, research and screening for any company and the wider market.

They do different jobs, so most people connect both. Your assistant picks the right one for each question.

At a glance

The short version

Built for
Upstox MCP: Read-only access to your Upstox account: holdings, positions, funds, orders, mutual funds and IPO applications.
Tapetide MCP: Research the whole Indian market: companies, screens, flows, options and history, for any NSE or BSE stock.
Sign in
Upstox MCP: Upstox account via OAuth. Connections expire daily.
Tapetide MCP: Google sign-in, or a personal API token.
Cost
Upstox MCP: No separate MCP price published. Requires an active Upstox account.
Tapetide MCP: Free plan: 50 tool calls a day, 1,000 a month. Paid and enterprise plans available.
Tools
Upstox MCP: 18 published tools
Tapetide MCP: 48 published tools

Side by side

What each server can answer

Checked against each server’s published tools and documentation on .

Market research

Upstox MCP 1/ 9
Tapetide MCP 9/ 9

History and backtesting

Upstox MCP 0/ 2
Tapetide MCP 2/ 2

Your broker account

Upstox MCP 2/ 3
Tapetide MCP 0.5/ 3

Each capability scores 1 for full support and 0.5 for partial. The green bar leads that area.

Capability Upstox MCP Tapetide MCP
Market research
Instruments covered Which listed instruments it can quote or look upUpstox MCP Partly What is in your Upstox account, plus the IPO listTapetide MCP Yes About 8,100 NSE and BSE companies, including SME listings
Financial statements P&L, balance sheet, cash flow, ratiosUpstox MCP No Tapetide MCP Yes 12 years of annual statements and 13 quarters of results
Shareholding Promoter, FII, DII and public holding over timeUpstox MCP No Tapetide MCP Yes Quarterly and annual history, MF holdings, promoter pledges
Stock screening Filter the market on fundamentalsUpstox MCP No Tapetide MCP Yes 326 fundamental ratios with AND/OR logic
Technical indicators RSI, MACD, moving averages, technical screensUpstox MCP No Tapetide MCP Yes Indicators and technical screens across the market
Filings and earnings calls Disclosures, concall and presentation digestsUpstox MCP No Tapetide MCP Yes Earnings-call digests for about 3,400 companies, plus parsed transcripts, annual reports and presentations to read page by page
FII / DII flows Institutional buying and sellingUpstox MCP No Tapetide MCP Yes Daily FII/DII since 2014, F&O positioning and FPI by sector
Options analytics Chains, IV, Greeks, IV historyUpstox MCP Partly Your F&O positions and orders onlyTapetide MCP Yes End-of-day chains for 4 indices with Greeks, and IV history for about 556 stocks and indices
Index valuations Index PE, PB, dividend yield over timeUpstox MCP No Tapetide MCP Yes About 140 NSE indices, valuations up to 20 years
History and backtesting
Price history Daily OHLCV depthUpstox MCP No No candle or quote tools in the published serverTapetide MCP Yes Daily and weekly OHLCV back to 2000 for older listings, with delivery %
Point-in-time data Historical symbols, index membership, adjustment factorsUpstox MCP No Tapetide MCP Yes Historical symbols and ISINs, index membership on a date
Your broker account
Holdings and positions What you own at this brokerUpstox MCP Yes Holdings, positions, MTF positions, funds and marginTapetide MCP Partly Your Tapetide portfolio, imported from a broker statement. Not a live broker link.
Order book and trades Your orders and fillsUpstox MCP Yes Order book, history and trades, read-onlyTapetide MCP No
Place orders Buy, sell, modify or cancel from the chatUpstox MCP No Read-only. Upstox offers order placement through a separate agent skill.Tapetide MCP No Never places broker orders, by design

When to use which

Where each one fits

Upstox MCP

  • Reviewing your Upstox holdings, positions, funds and margin
  • Checking orders, trades, mutual fund SIPs and IPO applications

Where it stops

  • Works only with an active Upstox account, re-authorised daily
  • No price history, quotes or charts in the published tools
  • No company financials, shareholding, filings, flows or screener

Tapetide MCP

  • Researching any listed company, not only the ones you hold
  • Screening the market and testing an idea against history
  • Following flows, valuations and options across the market

Where it stops

  • Does not place orders or read your live broker account
  • Options data is end of day, not live
  • No intraday candles; price history is daily and weekly
  • Free plan is capped at 50 tool calls a day and 1,000 a month

Better together

Questions that need both

“List my Upstox holdings, then use Tapetide to show each one’s five-year sales growth and current PE against its sector.”
Upstox has the list. Tapetide has the numbers to judge it.
“Show the IPOs open on Upstox this week, then use Tapetide to compare each issuer’s listed peers on margins and valuation.”
An IPO is easier to price when you can see what similar listed companies trade at.

THE TOOLS

Every tool, side by side

Tool names exactly as each server lists them. Tool counts alone say little; what matters is the data behind each call.

Upstox MCP

18 published tools

Your account

  • get-profile
  • get-funds-margin
  • get-holdings
  • get-positions
  • get-mtf-positions

Orders and trades

  • get-order-book
  • get-order-details
  • get-order-history
  • get-trades
  • get-order-trades

Mutual funds

  • get-mf-holdings
  • get-mf-order-book
  • get-mf-order-details
  • get-mf-sips

IPOs

  • get-ipos
  • get-ipo-details
  • get-ipo-orders
  • get-ipo-order-details

Tapetide MCP

48 published tools

Find and screen

  • search_stocks
  • screen_stocks
  • screen_stocks_technical
  • get_screener_ratios
  • get_trending_stocks

Company research

  • get_company_profile
  • get_financials
  • get_shareholding
  • get_stock_ownership
  • get_forecasts
  • get_earnings_call_summary
  • get_stock_events
  • get_stock_deals
  • get_promoter_pledge
  • get_credit_ratings
  • list_company_documents
  • get_document_summary
  • read_document

Prices and indices

  • get_stock_quote
  • get_batch_quotes
  • get_price_history
  • get_index_performance
  • get_index_history
  • market_valuations

Market and flows

  • get_market_pulse
  • get_fii_dii_detail
  • get_fpi_sectors
  • get_market_data
  • market_heatmap
  • get_market_news
  • get_india_vix

Options

  • get_option_chain
  • get_option_iv_history
  • get_options_analytics

Scores and point-in-time

  • get_tapetide_score
  • screen_tapetide_scores
  • get_adjustment_factors
  • get_observation_status
  • get_index_membership_asof
  • resolve_identifier_asof
  • get_identifiers_asof

Your Tapetide portfolio

  • get_user_portfolio
  • add_portfolio_stocks
  • update_portfolio_stock
  • remove_portfolio_stocks
  • get_watchlist
  • add_to_watchlist
  • remove_from_watchlist

Common questions

Can Upstox MCP place orders?
No. Upstox documents its MCP as read-only and offers order placement through a separate agent skill. Tapetide is also read-only.
Does Upstox MCP have price history or charts?
Its published server has no quote or candle tools. It covers your account, orders, mutual funds and IPOs. Tapetide has daily price history back to 2000 for older listings.
Does Upstox MCP have company fundamentals?
No. It has no financial statements, shareholding, filings, FII/DII flows or screener. Tapetide covers these for about 8,100 NSE and BSE companies.
Can I use Upstox MCP and Tapetide MCP together?
Yes. Add both to your MCP client. Your assistant reads your account from Upstox and does the research with Tapetide.

Add the research side

Connect Tapetide MCP next to Upstox MCP

https://mcp.tapetide.com/mcp
Set up Tapetide MCP Browse every tool

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