---
title: "Upstox MCP vs Tapetide MCP"
canonical: "https://tapetide.com/mcp/compare/upstox-mcp"
last_verified: "2026-10-09"
generated_at: "2026-10-12T05:53:37.714Z"
---

# 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.

## At a glance

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

## What each server can answer

Checked on 9 October 2026.

| Capability | Upstox MCP | Tapetide MCP |
| --- | --- | --- |
| Market research: Instruments covered | Partly: What is in your Upstox account, plus the IPO list | Yes: About 8,100 NSE and BSE companies, including SME listings |
| Market research: Financial statements | No | Yes: 12 years of annual statements and 13 quarters of results |
| Market research: Shareholding | No | Yes: Quarterly and annual history, MF holdings, promoter pledges |
| Market research: Stock screening | No | Yes: 326 fundamental ratios with AND/OR logic |
| Market research: Technical indicators | No | Yes: Indicators and technical screens across the market |
| Market research: Filings and earnings calls | No | Yes: Earnings-call digests for about 3,400 companies, plus parsed transcripts, annual reports and presentations to read page by page |
| Market research: FII / DII flows | No | Yes: Daily FII/DII since 2014, F&O positioning and FPI by sector |
| Market research: Options analytics | Partly: Your F&O positions and orders only | Yes: End-of-day chains for 4 indices with Greeks, and IV history for about 556 stocks and indices |
| Market research: Index valuations | No | Yes: About 140 NSE indices, valuations up to 20 years |
| History and backtesting: Price history | No: No candle or quote tools in the published server | Yes: Daily and weekly OHLCV back to 2000 for older listings, with delivery % |
| History and backtesting: Point-in-time data | No | Yes: Historical symbols and ISINs, index membership on a date |
| Your broker account: Holdings and positions | Yes: Holdings, positions, MTF positions, funds and margin | Partly: Your Tapetide portfolio, imported from a broker statement. Not a live broker link. |
| Your broker account: Order book and trades | Yes: Order book, history and trades, read-only | No |
| Your broker account: Place orders | No: Read-only. Upstox offers order placement through a separate agent skill. | No: Never places broker orders, by design |

## 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

## 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.

## Tools

### Upstox MCP (18 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 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.

## Sources for Upstox MCP

- Upstox MCP integration docs
- mcp-server-upstox-api on GitHub

## Connect Tapetide MCP

Endpoint: https://mcp.tapetide.com/mcp

Setup guide: https://tapetide.com/mcp