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Crypto Portfolio MCP Server

An MCP server for tracking and managing cryptocurrency portfolio allocations.

Installation

Add the following to your MCP client configuration file.

Configuration

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

You can run Crypto Portfolio MCP to track and manage your cryptocurrency holdings, fetch live Binance prices, view value history charts, and get portfolio analysis prompts. This MCP server stores holdings locally and lets AI agents query and optimize your portfolio in real time.

How to use

Interact with Crypto Portfolio MCP using an MCP client. You can add holdings, fetch current prices, view your portfolio summary, generate value history charts, and receive analysis prompts that suggest diversification and risk improvements.

Typical workflows you can perform include adding a holding such as 0.1 BTC, requesting the current price for a coin like ETH, asking for a portfolio summary to see totals, generating a value history chart, and asking for an analysis of your portfolio given current market trends.

How to install

Follow these concrete steps to install and run Crypto Portfolio MCP locally.

Prerequisites you need before installation:

Python 3.10+
Git (optional, for cloning)
A compatible MCP client (for example Claude Desktop)

Step 1 — Clone the project repository and navigate into it.

git clone https://github.com/kukapay/crypto-portfolio-mcp.git
cd crypto-portfolio-mcp

Step 2 — Install required Python packages.

pip install mcp[cli] ccxt matplotlib

Step 3 — Install for Claude Desktop (or use the provided MCP config snippet to run locally).

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

Or configure manually with the following MCP configuration snippet:

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

If you prefer to run without the MCP client setup, you can use the CLI to start the local server after installing dependencies. The command shown above in the JSON snippet will launch the server when invoked by your MCP client.

Available tools

get_portfolio_summary

Retrieves a text summary of your current holdings and total portfolio value.

add_holding

Adds a cryptocurrency holding by symbol and amount (e.g., BTC, 0.1).

get_price

Fetches the current price of a trading pair from Binance (e.g., BTC/USDT).

portfolio_value_history

Generates a PNG chart showing the portfolio value over time.