73trust / 100

ChainFolioAI

by chainfolioai.com in Markets & finance

MCP serverPassing, checked 2 h ago

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

https://chainfolioai.com/api/mcp
Tools
23
open to any client
Uptime
100%
last 30 days
Response time
1.0 s
2.3 s slowest 5%
Last check
Passed
2 h ago, next in 4 h

Scan it nowHow to connect

Reliability

All checks passedSome failedAll failedNot checked

Status and outage history · Atom feed · Watch with other listings

How to connect

Add it to any MCP client that supports remote servers.

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

23 tools

  • 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 converted at the ECB rate of its date, the rules of the year of sale, holding period, annual allowance and, where the…

  • 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: supplied, borrowed and net, with health factor. It queries the blockchain, so it takes a few seconds.

  • 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 aid, not a recommendation to buy or sell.

  • 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.

Security scan

No findings

We scan names, descriptions and tool definitions for hidden instructions and other prompt-injection patterns.

Recent checks

WhenResultHTTPTime
2 h agoPassed2002.0 s
13 h agoPassed200317 ms
23 h agoPassed200933 ms
34 h agoPassed2001.0 s
44 h agoPassed2001.9 s
Show 10 older checks
2 days agoPassed2002.3 s
3 days agoPassed2001.0 s
3 days agoPassed2001.0 s
3 days agoPassed200216 ms
4 days agoPassed2001.0 s
4 days agoPassed200688 ms
5 days agoPassed4011.1 s
5 days agoPassed4012.0 s
5 days agoPassed4012.2 s
6 days agoPassed4011.1 s