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CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

Repository Purpose

This is the CAS Parser Agent Toolkit — a collection of skills, templates, and documentation for AI coding agents to integrate Indian financial portfolio tracking into applications using the CAS Parser API.

This is NOT an application codebase — it's a reference toolkit containing templates and documentation.

Key Files to Read First

  • AGENTS.md — Core rules for CAS Parser integration (authentication, endpoints, patterns)
  • skills/casparser/SKILL.md — Detailed CAS Parser concepts, Indian financial domain knowledge, and integration patterns

Structure

  • skills/casparser/templates/ — Code snippets for Python, Node.js, React, and curl
  • skills/casparser/references/ — Detailed guides for complex flows (CDSL fetch, email import, SDK)

MCP Server

The official cas-parser-node-mcp package exposes all API endpoints as tools, including Code Mode (write TypeScript SDK code in a sandbox) and a doc search tool. See AGENTS.md for configuration instructions.

When Working on CAS Parser Integrations

  1. Read AGENTS.md for core integration rules and MCP server config
  2. Read skills/casparser/SKILL.md for domain concepts and available templates
  3. For frontend/web apps: Start with Portfolio Connect SDK (@cas-parser/connect) — see Pattern 1 in SKILL.md
  4. For backend/server-side: Use /v4/smart/parse for CAS parsing (auto-detects type)
  5. Use the sandbox API key sandbox-with-json-responses for development
  6. Never expose API keys to the frontend — use access tokens (at_ prefix)