An MCP server enabling real-time cryptocurrency portfolio tracking, management, price retrieval from Binance, value history visualization, and AI-driven portfolio analysis with persistent SQLite storage.
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An MCP server for tracking and managing cryptocurrency portfolio allocations, enabling AI agents to query and optimize portfolio strategies in real time.
Clone the Repository:
git clone https://github.com/kukapay/crypto-portfolio-mcp.git cd crypto-portfolio-mcp
Install requirements:
pip install mcp[cli] ccxt matplotlib
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" ]
}
}
}
Once installed, interact with the server through an MCP client like Claude Desktop. Below are example commands:
Portfolio Summary:
BTC/USDT: 0.1 @ $60000.00 = $6000.00
ETH/USDT: 2.0 @ $2000.00 = $4000.00
Total Value: $10000.00
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.
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 )
This project is licensed under the MIT License. See LICENSE for details.
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