MCP Crypto Portfolio

You run an Enterprise MCP server that wires Claude AI to your KuCoin portfolio and Notion workspace, enabling intelligent crypto portfolio management, automated reporting, and risk analysis with robust security and zero-downtime deployments.

How to use

You interact with the server through an MCP client. Use the client to check balances, generate risk analyses, and publish Notion updates. Typical workflows include querying real-time KuCoin data, generating a portfolio report with risk insights, and upserting holdings into your Notion database. The server exposes an HTTP MCP endpoint that your client connects to over MCP protocol.

How to install

# 1️⃣ Prerequisites
# - Python 3.12+ with uv package manager
# - Docker & Docker Compose v2+
# - AWS EC2 with Elastic IP
# - GitHub Container Registry access

# 2️⃣ Local development / quick start
# Clone the project
git clone https://github.com/yourusername/mcp-crypto-portfolio.git
cd mcp-crypto-portfolio

# 3️⃣ Environment setup (example, adjust as needed)
cp .env.example .env
# Edit .env to configure KuCoin keys, Notion token, and MCP settings

# 4️⃣ Run locally (if you are just testing locally)
# Install dependencies
uv venv --python 3.12
uv pip install -e ".[dev]"

# Start the MCP server (if a local mode is provided by the project)
uv run python -m src.server

# 5️⃣ Verify locally
curl -i http://127.0.0.1:3333/mcp

{
  "mcpServers": {
    "mcp_crypto": {
      "type": "http",
      "name": "mcp_crypto",
      "url": "http://YOUR_ELASTIC_IP/mcp",
      "args": []
    }
  }
}

Available tools

health

Service health & version info exposed for monitoring and readiness checks

get_balances

Fetch real-time KuCoin portfolio balances for the connected account

upsert_holdings

Automated updates to a Notion database with portfolio holdings

portfolio_report

AI-generated risk analysis and insights for the portfolio, including Notion report generation