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.

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:

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

2. Install requirements:

   pip install mcp[cli] ccxt matplotlib

3. Install for Claude Desktop:

   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:

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.