What password does a CAS PDF usually use?
Usually PAN + Date of Birth, though some issuers or export flows may vary.
What formats are supported?
CAMS and KFintech CAS documents in summary and detailed variants, including password-protected PDFs.
Should I use the REST API or MCP?
Use the REST API when your product owns the workflow. Use MCP when your user is already operating inside an AI client and you want Portfolio Intel available as a tool surface.
Can I use the docs from AI tools directly?
Yes. A dedicated docs MCP worker exists for that use case at docs-mcp.portfoliointel.co.in/mcp.
Is semantic search part of this docs rollout?
Not in phase one. The first pass should keep docs hosting and docs structure clean. Semantic retrieval can follow once the content source is unified.