Crypto Portfolio MCP
About
An MCP server for tracking and managing cryptocurrency portfolio allocations.
Details
- Author
- kukapay
- GitHub stars
- 10
- Downloads
- 370
- Categories
- Finance
Jump to
- Add and track cryptocurrency holdings with real‑time Binance prices.
- Fetch current prices for any Binance trading pair.
- Generate visual PNG charts of portfolio value over time.
- Pre‑built analysis prompt with diversification and risk suggestions.
- Persistent SQLite storage of holdings in a local database.
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
Crypto Portfolio MCPCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
Install Python 3.10+, clone the repo, and install dependencies (pip install mcp[cli] ccxt matplotlib). Then register the server with an MCP client (e.g., mcp install main.py --name "CryptoPortfolioMCP") and issue natural‑language commands like "Add 0.1 BTC to my portfolio" or "What's my current portfolio summary?".
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"crypto portfolio mcp": {
"crypto-portfolio-mcp": {
"command": "python",
"args": [
"path/to/crypto-portfolio-mcp/main.py"
]
}
}
}
}McpServers
{
"crypto-portfolio-mcp": {
"command": "python",
"args": [
"path/to/crypto-portfolio-mcp/main.py"
]
}
}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.
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