Crypto Portfolio MCP

1# Crypto Portfolio MCP
2 
3An MCP server for tracking and managing cryptocurrency portfolio allocations, enabling AI agents to query and optimize portfolio strategies in real time.
4 
5![GitHub License](https://img.shields.io/github/license/kukapay/crypto-portfolio-mcp)
6![Python Version](https://img.shields.io/badge/python-3.10+-blue)
7![Status](https://img.shields.io/badge/status-active-brightgreen.svg)
8 
9 
10## Features
11 
12- **Portfolio Management**: Add and track cryptocurrency holdings with real-time Binance prices.
13- **Price Retrieval**: Fetch current prices for any Binance trading pair (e.g., BTC/USDT).
14- **Value History**: Generate visual charts of portfolio value over time.
15- **Analysis Prompt**: Pre-built prompt for portfolio analysis with diversification and risk suggestions.
16- **SQLite Storage**: Persistent storage of holdings in a local database.
17 
18## Installation
19 
20### Prerequisites
21- Python 3.10+
22- Git (optional, for cloning the repo)
23- A compatible MCP client (e.g., [Claude Desktop](https://www.anthropic.com/claude))
24 
25 
26### Setup
271. **Clone the Repository**:
28   ```bash
29   git clone https://github.com/kukapay/crypto-portfolio-mcp.git
30   cd crypto-portfolio-mcp
31   ```
32 
332. **Install requirements**:
34   ```bash
35   pip install mcp[cli] ccxt matplotlib
36   ```
37 
383. **Install for Claude Desktop**:
39   ```bash
40   mcp install main.py --name "CryptoPortfolioMCP"
41   ```
42  
43    Or update the configuration file manually:
44  
45    ```
46    {
47      "mcpServers": {
48        "crypto-portfolio-mcp": {
49          "command": "python",
50          "args": [ "path/to/crypto-portfolio-mcp/main.py" ]
51        }
52      }
53    }
54    ```      
55 
56## Usage
57 
58Once installed, interact with the server through an MCP client like Claude Desktop. Below are example commands:
59 
60### Add a Holding
61- **Prompt**: "Add 0.1 BTC to my portfolio"
62- **Result**: Adds 0.1 BTC/USDT to your portfolio and confirms with "Added 0.1 BTC/USDT to portfolio".
63 
64### Get Current Price
65- **Prompt**: "What's the current price of ETH on Binance?"
66- **Result**: Returns "Current price of ETH/USDT on Binance: $2000.50" (example price).
67 
68### Portfolio Summary
69- **Prompt**: "What's my current portfolio summary?"
70- **Result**: Displays a formatted summary, e.g.:
71  ```
72  Portfolio Summary:
73  BTC/USDT: 0.1 @ $60000.00 = $6000.00
74  ETH/USDT: 2.0 @ $2000.00 = $4000.00
75  Total Value: $10000.00
76  ```
77 
78### Portfolio Value History
79- **Prompt**: "Show me my portfolio value history"
80- **Result**: Generates and displays a PNG chart of your portfolio value over time.
81 
82### Analyze Portfolio
83- **Prompt**: "Analyze my crypto portfolio"
84- **Result**: Provides an analysis with suggestions based on current holdings and Binance market trends.
85 
86## Tools
87 
88The server exposes the following tools:
89 
90- **`get_portfolio_summary`**: Retrieves a text summary of your current portfolio.
91- **`add_holding(coin_symbol: str, amount: float)`**: Adds a cryptocurrency holding (e.g., "BTC", 0.1).
92- **`get_price(coin_symbol: str)`**: Fetches the current price of a trading pair from Binance.
93- **`portfolio_value_history()`**: Generates a PNG chart of portfolio value history.
94 
95See the source code docstrings for detailed parameter descriptions.
96 
97## Database
98 
99Holdings are stored in a SQLite database (`portfolio.db`) with the following schema:
100```sql
101CREATE TABLE holdings (
102    id INTEGER PRIMARY KEY,
103    coin_symbol TEXT,       -- e.g., "BTC/USDT"
104    amount REAL,           -- Quantity of the asset
105    purchase_date TEXT     -- ISO format timestamp
106)
107```
108 
109## License
110 
111This project is licensed under the MIT License. See [LICENSE](LICENSE) for details.
112