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Upstox Agent Skills Launch​

Effective June 6, 2026

The Upstox Agent Skill is now available. Built on the official upstox-python-sdk and the Agent Skills open standard, it lets AI coding agents like Claude Code and Codex place live orders, stream market data, and manage your portfolio across NSE, BSE, and MCX — equities, futures and options, and commodities.

Unlike read-only assistant integrations, the Agent Skill uses the full SDK, so an agent can execute complete trading workflows — including multi-leg option strategies — from natural language instructions, with built-in safety guardrails.

What's New​

  • Order execution — Place, modify, cancel, and exit orders, including GTT (good-till-triggered) and multi-leg option strategies, using the v3 order APIs.
  • Market feeds — Stream live market data and order book depth, and pull quotes, historical candles, and option chains with Greeks, OI, PCR, and max pain.
  • Portfolio access — Read holdings, open positions, available funds, and margin requirements, and calculate realised and unrealised P&L.
  • Built-in safety — Confirmation prompts, LIMIT-by-default ordering, lot-size validation, Market Price Protection, kill-switch support, and sandbox paper trading.

The skill is compatible with Claude Code, Codex, and any agent framework that supports the SKILL.md standard.

How to Get Started​

  1. Install Node.js and Python 3.8+, then install the SDK with pip install upstox-python-sdk.
  2. Add the skill to Claude Code or Codex: npx skills add upstox/upstox-skills --skill upstox.
  3. Generate an access token from your Developer Apps page and set UPSTOX_ACCESS_TOKEN.
  4. Rehearse order workflows in the sandbox before placing live trades.

Resources​