Quickstart

Get from API key to first parse quickly, then decide whether your product should stay on REST or move into MCP.

1. Get an API key

   Sign up in the developer portal and generate a key at portfoliointel.co.in/developers.

   Prefix	Environment	Notes
   sk_test_*	Sandbox	Uses sample data and is safe for development.
   sk_live_*	Production	Real parsing, billing, and operational limits apply.

2. Parse your first CAS

   cURL

   curl -X POST https://api.portfoliointel.co.in/api/v1/parse \
     -H "X-API-Key: sk_test_your_key" \
     -F "file=@cas.pdf"

   Node

   import fs from 'node:fs';
   
   const form = new FormData();
   form.append('file', new Blob([fs.readFileSync('cas.pdf')]), 'cas.pdf');
   
   const res = await fetch('https://api.portfoliointel.co.in/api/v1/parse', {
     method: 'POST',
     headers: { 'X-API-Key': process.env.PI_KEY! },
     body: form,
   });
   const { data } = await res.json();
   console.log(data.snapshot_id);

   Python

   import os, requests
   
   with open('cas.pdf', 'rb') as f:
       r = requests.post(
           'https://api.portfoliointel.co.in/api/v1/parse',
           headers={'X-API-Key': os.environ['PI_KEY']},
           files={'file': f},
       )
   print(r.json()['data']['snapshot_id'])

3. Read the response shape

   {
     "success": true,
     "data": {
       "snapshot_id": "snap_abc123",
       "investor_name": "ADITYA SHARMA",
       "as_of_date": "2024-12-31",
       "source": "CAMS",
       "statement_type": "DETAILED",
       "total_value": 1250000,
       "folio_count": 3,
       "mutual_funds": [
         {
           "name": "Axis Bluechip Fund - Direct Growth",
           "isin": "INF846K01EW2",
           "units": 500.123,
           "nav": 52.34,
           "value": 26174.44
         }
       ],
       "confidence": { "document": 0.95, "level": "HIGH" }
     }
   }

4. Decide the right integration surface

   • Use the REST API if your product already owns the workflow and just needs structured CAS output.
   • Use MCP if your users work inside Claude, Cursor, Copilot, or another MCP-capable client.
   • Use the browser tool when you want the most privacy-preserving individual-investor experience.

Next steps

Enrich a snapshot

Connect Claude Desktop

Run a skill