Crypto Portfolio MCP MCP Server

An MCP server for tracking and managing cryptocurrency portfolio allocations.

Local serverstdioPython

What is the Crypto Portfolio MCP MCP server?

Most developer tooling work still happens through a UI a human drives. Crypto Portfolio MCP MCP server moves it into the conversation instead. An MCP server for tracking and managing cryptocurrency portfolio allocations.

The short version

An MCP server for tracking and managing cryptocurrency portfolio allocations, enabling AI agents to query and optimize portfolio strategies in real time.

  • 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

The tools it exposes

The server publishes 2 tools. What each one is for:

Getting it running

The server ships on PyPI as mcp, so your MCP client can launch it on demand — there is no separate build step. Add the server block to your client's configuration, restart it, and the tools register themselves.

What it needs from you

  • Python 3.10+ - Git (optional, for cloning the repo) - A compatible MCP client (e.g., Claude Desktop)

How it compares

This sits in the developer tooling group, where several servers overlap in what they claim to do but differ sharply once you actually set them up. Crypto Portfolio MCP's toolset — Prerequisites, Setup — is a fair guide to whether it matches your workflow. It is maintained by kukapay; worth a glance at recent repository activity before you build anything load-bearing on it.

We check each listing at SyncDev against the project's documentation before it goes live — if something here drifts out of date, it is a bug worth reporting.

Things to watch

  • It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
  • Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

Available tools

ToolWhat it does
PrerequisitesThe Prerequisites tool exposed by this server.
Setup1. **Clone the Repository**: bash git clone https://github.com/kukapay/crypto-portfolio-mcp.git cd crypto-portfolio-mcp

How to install the Crypto Portfolio MCP MCP server

{
  "mcpServers": {
    "crypto-portfolio": {
      "command": "uvx",
      "args": ["mcp"]
    }
  }
}

Add to claude_desktop_config.json, then restart Claude Desktop.

Configuration

  • Python 3.10+ - Git (optional, for cloning the repo) - A compatible MCP client (e.g., Claude Desktop)

Example prompts to try

  • Use Crypto Portfolio MCP to Prerequisites.
  • Use Crypto Portfolio MCP to Setup.

Frequently asked questions

Python 3.10+ and the packages `mcp[cli]`, `ccxt`, and `matplotlib`.