Crypto Portfolio

You can use this MCP server to read real-time cryptocurrency portfolio analytics across multiple exchanges, get price insights, track risk, and uncover market opportunities without touching your funds. It connects to supported exchanges in read-only mode and serves information to any MCP-compatible client, including Claude Desktop, so you can ask natural-language questions and receive actionable insights about your holdings.

How to use

To use the Crypto Portfolio MCP Server, connect an MCP-compatible client (such as Claude Desktop) and point it at the local MCP runtime you start on your machine. The server exposes a set of read-only analytics tools that let you view your total portfolio value, balances, asset allocation, real-time prices, risk metrics, and market intelligence across supported exchanges.

How to install

Prerequisites you need before installation are Python 3.10 or higher and API keys for the supported exchanges with read-only permissions.

Then follow these steps to install and run the MCP server locally.

git clone https://github.com/lev-corrupted/CryptoPortfolioMCPServer.git
cd CryptoPortfolioMCPServer

chmod +x setup.sh
./setup.sh

# Copy and customize environment variables
cp .env.example .env
# Edit .env with your exchange API keys

# Run a quick configuration test
source venv/bin/activate
python test_config.py

Configuration and runtime start

The MCP server is designed to run as a local stdio-based server using Python. Use the provided CLI path to start the server. The example below shows how Claude Desktop can invoke the local server.

{
  "mcpServers": {
    "crypto_portfolio": {
      "type": "stdio",
      "name": "crypto_portfolio",
      "command": "/absolute/path/to/CryptoPortfolioMCPServer/venv/bin/python",
      "args": ["-m", "src.server"],
      "cwd": "/absolute/path/to/CryptoPortfolioMCPServer"
    }
  }
}

Security and access

This server operates in read-only mode. Do not use keys with trading or withdrawal permissions. Protect your environment by keeping the .env file out of version control and consider IP whitelisting for exchange API keys.

Troubleshooting

If you encounter issues, first verify that your API keys are correctly configured and that the server has network access to the exchanges. Look for common messages about missing keys, invalid permissions, or rate-limit errors and ensure you are using read-only API keys.

Notes on data and tools

The server provides a broad set of read-only analytics that help you monitor your portfolio, assess diversification and risk, and detect market opportunities. Use MCP-compatible clients to query the available tools and receive structured results.

Available tools

get_total_portfolio_value

Compute total portfolio value across all exchanges using real-time and cached prices.

get_all_balances

Return a detailed breakdown of holdings with USD valuations per asset per exchange.

get_portfolio_allocation

Provide asset allocation percentages for the entire portfolio.

get_current_prices

Fetch real-time prices for tracked assets across exchanges.

calculate_portfolio_pnl

Calculate overall profit and loss from historical and current prices.

get_biggest_movers

Identify assets with the largest price changes in a given period.

get_portfolio_performance

Show historical performance metrics for the entire portfolio.

check_price_alert

Evaluate a single price condition and return whether it is met.

check_multiple_alerts

Check a batch of price conditions and report which are triggered.

get_diversification_score

Return a diversification rating from 1 to 10.

get_volatility_risk

Assess risk based on asset volatility and correlations.

get_stablecoin_ratio

Calculate the share of portfolio held in stablecoins.

check_arbitrage_opportunities

Identify cross-exchange price differences that could present opportunities.

check_liquidity

Analyze trading volume and liquidity across assets and exchanges.

get_fear_greed_index

Provide the current market sentiment indicator for crypto.

detect_dust

Identify small-value or inadvertent dust holdings in the portfolio.

get_exchange_distribution

Show how portfolio value is distributed across exchanges.

calculate_withdrawal_fees

Estimate transfer costs for withdrawing assets between wallets or exchanges.