com.chainfolioai/chainfolioai

up checked 2026-11-11T05:37:30.212Z

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Publisher-provided title

ChainFolioAI

Publisher-provided description

Read-only crypto and traditional portfolio: holdings, PNL, FIFO tax figures and market data.

Summary by lookupd

Lets an agent read a user's crypto and traditional portfolio, PNL, FIFO tax estimates, prices, derivatives and market data.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http chainfolioai https://chainfolioai.com/api/mcp

Codex, remote (streamable-http)

codex mcp add chainfolioai --url https://chainfolioai.com/api/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "chainfolioai": {
      "url": "https://chainfolioai.com/api/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (23 tools)

Publisher-provided text

• get_portfolio Returns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.
• get_wallets Returns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.
• get_pnl The user's portfolio performance in euros: current total and change over 24 h, 7 days, 30 days and since the start, from the saved snapshots.
• get_realized_gains The user's realised capital gains using FIFO, in euros, with fees and gas deducted: total, per asset and per year. Not a tax return.
• get_metrics Advanced portfolio metrics from the saved history: ROI, CAGR, Sharpe, Sortino, Calmar, volatility, maximum and current drawdown, win rate and 95% VaR.
• get_trades Transactions recorded by the user (buys, sells and fees), in euros, newest first. Optional filters by asset and year.
• get_tax_estimate ESTIMATE of capital-gains tax in a country, in that country's currency: the country's cost method (FIFO, average cost, LIFO, UK pooling, annual sum), each trade
• list_tax_countries Crypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.
• get_global_market Global crypto market state: total market cap, 24 h change and Bitcoin and Ethereum dominance.
• get_derivatives Derivatives data for a symbol on OKX: open interest, long/short ratio, funding, CVD, taker volume, 1 h candles, put/call and a composite sentiment score (0–100)
• get_price_on Closing price in US dollars of a crypto asset on a date (UTC), from OKX daily candles. Useful to value a past buy or sale.
• get_defi_positions The user's lending positions read from the contracts (Aave V3, Spark, Compound V3, Morpho, EigenLayer) on Ethereum, Arbitrum, Base, Optimism and Polygon: suppli
• get_nfts NFTs in the user's EVM wallets on one network. They are not included in the portfolio total (no reliable price).
• get_portfolio_score The user's portfolio score (0–100), as shown in the app: diversification, crypto/traditional mix, stablecoin reserve, performance and risk management. A reading
• get_whale_activity Scans the given addresses and returns recent on-chain movements (large transfers, accumulation). Supports ETH, BTC and SOL.
• get_market Returns the top crypto assets by market cap (price, market cap, volume, 24h and 7d change).
• list_known_whales Lists the preloaded known whales (exchanges, funds, public figures, governments) with address and chain. Use the addresses as input to get_whale_activity.
• get_fear_greed Crypto market Fear & Greed index (current value 0–100, classification and recent history).
• get_asset Price, market cap, volume and change (24h/7d) of a crypto asset by symbol (e.g. btc, eth, sol).
• get_fire Calculates the years to financial independence (4% rule) from expenses, savings, return and age.
• get_news Latest crypto news (CoinDesk, CoinTelegraph): title, source, link and date.
• get_btc_blocks Recent Bitcoin blocks (height, number of transactions, median fee, pool) and recommended mempool fees.
• ask_ai Ask the AI assistant, in natural language, about your real portfolio (analysis, context, risks). It never gives buy or sell orders. Daily limit per account.

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 664 ms
• First indexed: 2026-11-01T08:53:20.697Z
• Last seen in registry: 2026-11-01T08:53:20.697Z
• Website: https://chainfolioai.com/developers

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• MCP URL: https://api.lookupd.com/mcp