crypto-portfolio-mcp

An MCP server for tracking and managing cryptocurrency portfolio allocations, designed for integration with AI agents.

Source: GitHub Repository

Features

• Portfolio Management: Add and track cryptocurrency holdings with real-time Binance prices.
• Price Retrieval: Fetch current prices for any Binance trading pair (e.g., BTC/USDT).
• Value History: Generate visual charts (PNG) of portfolio value over time.
• Portfolio Analysis Prompt: Pre-built prompt for portfolio analysis, including diversification and risk suggestions based on current holdings and Binance market trends.
• SQLite Storage: Persistent storage of holdings in a local SQLite database (portfolio.db).
• MCP Tools Exposed:
  • get_portfolio_summary: Retrieves a text summary of the current portfolio.
  • add_holding(coin_symbol: str, amount: float): Adds a cryptocurrency holding (e.g., "BTC", 0.1).
  • get_price(coin_symbol: str): Fetches the current price of a trading pair from Binance.
  • portfolio_value_history(): Generates a PNG chart of portfolio value history.
• AI Integration: Designed for use with AI agents (e.g., Claude Desktop) to enable real-time querying and optimization of portfolio strategies.
• Database Schema:
  • Table: holdings
    • id: Primary key
    • coin_symbol: Cryptocurrency trading pair (e.g., "BTC/USDT")
    • amount: Quantity of the asset
    • purchase_date: ISO format timestamp
• Open Source: Licensed under the MIT License.

Pricing

• The project is open source and free to use under the MIT License. No pricing plans are mentioned.

Tags

mcp, crypto, portfolio-management, ai-integration

Category

blockchain-crypto-mcp-servers