Crypto Portfolio MCP

Crypto Portfolio MCP

Real-time crypto portfolio management and analysis via MCP.

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Crypto Portfolio MCP is an MCP server that enables users and AI agents to track, manage, and optimize cryptocurrency portfolio allocations with live Binance price integration. It allows querying of portfolio status, addition of holdings, price fetching, value history chart generation, and portfolio analysis suggestions. The server provides persistent storage using SQLite and exposes API-like tools for seamless interaction through an MCP client. Designed for integration with platforms like Claude Desktop, it facilitates dynamic crypto asset management and insight generation.

Key Features

Tracks cryptocurrency holdings with live Binance prices
Allows addition of new assets to the user's portfolio
Fetches current prices for any Binance trading pair
Generates charts of portfolio value over time
Provides analytical suggestions based on diversification and risk
Persistent portfolio storage using SQLite
Pre-built prompts for AI-driven portfolio queries
MCP protocol server for integration with AI agents
User interaction via MCP clients like Claude Desktop
API-like tools for summary, value history, and analysis

Use Cases

Monitoring the real-time value of a cryptocurrency portfolio
Automating cryptocurrency portfolio management for AI agents
Analyzing and visualizing portfolio performance trends
Receiving suggestions for diversification and risk management
Integrating live cryptocurrency data into custom applications
Enabling AI models to query portfolio status and perform transactions
Tracking historical changes in crypto asset allocation
Storing portfolio data reliably with minimal setup
Generating PNG charts for portfolio presentations
Simplifying the addition and tracking of crypto holdings through natural language interfaces

README

Crypto Portfolio MCP

An MCP server for tracking and managing cryptocurrency portfolio allocations, enabling AI agents to query and optimize portfolio strategies in real time.

GitHub License Python Version Status

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 of portfolio value over time.
  • Analysis Prompt: Pre-built prompt for portfolio analysis with diversification and risk suggestions.
  • SQLite Storage: Persistent storage of holdings in a local database.

Installation

Prerequisites

  • Python 3.10+
  • Git (optional, for cloning the repo)
  • A compatible MCP client (e.g., Claude Desktop)

Setup

  1. Clone the Repository:

    bash
    git clone https://github.com/kukapay/crypto-portfolio-mcp.git
    cd crypto-portfolio-mcp
    
  2. Install requirements:

    bash
    pip install mcp[cli] ccxt matplotlib
    
  3. Install for Claude Desktop:

    bash
    mcp install main.py --name "CryptoPortfolioMCP"
    

    Or update the configuration file manually:

    {
      "mcpServers": {
        "crypto-portfolio-mcp": {
          "command": "python",
          "args": [ "path/to/crypto-portfolio-mcp/main.py" ]
        }
      }
    }
    

Usage

Once installed, interact with the server through an MCP client like Claude Desktop. Below are example commands:

Add a Holding

  • Prompt: "Add 0.1 BTC to my portfolio"
  • Result: Adds 0.1 BTC/USDT to your portfolio and confirms with "Added 0.1 BTC/USDT to portfolio".

Get Current Price

  • Prompt: "What's the current price of ETH on Binance?"
  • Result: Returns "Current price of ETH/USDT on Binance: $2000.50" (example price).

Portfolio Summary

  • Prompt: "What's my current portfolio summary?"
  • Result: Displays a formatted summary, e.g.:
    Portfolio Summary:
    BTC/USDT: 0.1 @ $60000.00 = $6000.00
    ETH/USDT: 2.0 @ $2000.00 = $4000.00
    Total Value: $10000.00
    

Portfolio Value History

  • Prompt: "Show me my portfolio value history"
  • Result: Generates and displays a PNG chart of your portfolio value over time.

Analyze Portfolio

  • Prompt: "Analyze my crypto portfolio"
  • Result: Provides an analysis with suggestions based on current holdings and Binance market trends.

Tools

The server exposes the following tools:

  • get_portfolio_summary: Retrieves a text summary of your 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.

See the source code docstrings for detailed parameter descriptions.

Database

Holdings are stored in a SQLite database (portfolio.db) with the following schema:

sql
CREATE TABLE holdings (
    id INTEGER PRIMARY KEY,
    coin_symbol TEXT,       -- e.g., "BTC/USDT"
    amount REAL,           -- Quantity of the asset
    purchase_date TEXT     -- ISO format timestamp
)

License

This project is licensed under the MIT License. See LICENSE for details.

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Repository Owner

kukapay
kukapay

User

Repository Details

Language Python
Default Branch main
Size 99 KB
Contributors 1
License MIT License
MCP Verified Nov 12, 2025

Programming Languages

Python
100%

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