Crypto Portfolio MCP

Overview

The Crypto Portfolio MCP provides a lightweight, real‑time interface for AI assistants to manage and analyze cryptocurrency holdings. By exposing a set of intuitive tools—such as adding new assets, retrieving live Binance prices, and generating portfolio value charts—the server allows developers to embed sophisticated crypto management capabilities directly into conversational agents. This eliminates the need for custom API wrappers or manual data pipelines, enabling agents to respond instantly to user requests like “Add 0.1 BTC” or “Show me my portfolio value history.”

At its core, the server maintains a local SQLite database that records each holding’s symbol, quantity, and purchase timestamp. When an AI agent issues a command, the MCP translates it into a database operation or external API call to Binance via the CCXT library. The result is returned as plain text or a PNG chart, which the assistant can embed in its response. This tight integration means developers can focus on crafting user‑friendly prompts and workflows, while the MCP handles data persistence, market lookups, and visual analytics.

Key capabilities include:

• Real‑time price retrieval for any Binance trading pair, ensuring portfolio valuations reflect current market conditions.
• Dynamic portfolio summaries that list each asset’s quantity, unit price, and total value in a single formatted response.
• Historical performance visualization through automatically generated PNG charts, allowing agents to discuss trends or compare past allocations.
• Pre‑built analysis prompts that evaluate diversification, risk exposure, and suggest rebalancing strategies based on live market data.
• Persistent storage via SQLite, so holdings survive restarts and can be queried offline.

Real‑world scenarios that benefit from this MCP include fintech chatbots offering instant portfolio updates, educational tools that teach crypto investing through interactive queries, and automated advisory systems that suggest rebalancing actions in real time. Developers can plug the server into any MCP‑compatible client—such as Claude Desktop—or extend it with custom prompts and additional data sources. The combination of live market integration, simple database persistence, and ready‑to‑use analysis templates makes the Crypto Portfolio MCP a powerful building block for any AI‑driven cryptocurrency application.