ChainFolioAI

by chainfolioai.com · remote · no sign-in to list tools · v1.0.0 · published by com.chainfolioai

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

Changes · 1

Compare Registry entry

23 tools: 1 change things and 22 only read.

Scanned Oct 21, 2026

Deletes or cancels0Claude Code: deny
Can't be undone0Claude Code: ask
Changes things1Claude Code: ask: see these tools
Only reads22Claude Code: allow: see these tools

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http chainfolioai https://chainfolioai.com/api/mcp --header 'Authorization: <your-authorization>'

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

23 tools

Changes things 1Creates or changes something that can be changed back.Claude Code: ask

ask_aiAsk the AI assistant, in natural language, about your real portfolio (analysis, context, risks).No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it
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.

Only reads 22Looks things up and changes nothing.Claude Code: allow

get_assetPrice, market cap, volume and change (24h/7d) of a crypto asset by symbol (e.g.No findings
Why it is in this group
- The name "get_asset" says "get": a word for reading.
Description, as the server wrote it
Price, market cap, volume and change (24h/7d) of a crypto asset by symbol (e.g. btc, eth, sol).
get_btc_blocksRecent Bitcoin blocks (height, number of transactions, median fee, pool) and recommended mempool fees.No findings
Why it is in this group
- The name "get_btc_blocks" says "get": a word for reading.
Description, as the server wrote it
Recent Bitcoin blocks (height, number of transactions, median fee, pool) and recommended mempool fees.
get_defi_positionsThe 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…No findings
Why it is in this group
- The name "get_defi_positions" says "get": a word for reading.
Description, as the server wrote it
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_derivativesDerivatives 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).No findings
Why it is in this group
- The name "get_derivatives" says "get": a word for reading.
Description, as the server wrote it
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_fear_greedCrypto market Fear & Greed index (current value 0–100, classification and recent history).No findings
Why it is in this group
- The name "get_fear_greed" says "get": a word for reading.
Description, as the server wrote it
Crypto market Fear & Greed index (current value 0–100, classification and recent history).
get_fireCalculates the years to financial independence (4% rule) from expenses, savings, return and age.No findings
Why it is in this group
- The name "get_fire" says "get": a word for reading.
Description, as the server wrote it
Calculates the years to financial independence (4% rule) from expenses, savings, return and age.
get_global_marketGlobal crypto market state: total market cap, 24 h change and Bitcoin and Ethereum dominance.No findings
Why it is in this group
- The name "get_global_market" says "get": a word for reading.
Description, as the server wrote it
Global crypto market state: total market cap, 24 h change and Bitcoin and Ethereum dominance.
get_marketReturns the top crypto assets by market cap (price, market cap, volume, 24h and 7d change).No findings
Why it is in this group
- The name "get_market" says "get": a word for reading.
Description, as the server wrote it
Returns the top crypto assets by market cap (price, market cap, volume, 24h and 7d change).
get_metricsAdvanced portfolio metrics from the saved history: ROI, CAGR, Sharpe, Sortino, Calmar, volatility, maximum and current drawdown, win rate and 95% VaR.No findings
Why it is in this group
- The name "get_metrics" says "get": a word for reading.
Description, as the server wrote it
Advanced portfolio metrics from the saved history: ROI, CAGR, Sharpe, Sortino, Calmar, volatility, maximum and current drawdown, win rate and 95% VaR.
get_newsLatest crypto news (CoinDesk, CoinTelegraph): title, source, link and date.No findings
Why it is in this group
- The name "get_news" says "get": a word for reading.
Description, as the server wrote it
Latest crypto news (CoinDesk, CoinTelegraph): title, source, link and date.
get_nftsNFTs in the user's EVM wallets on one network.No findings
Why it is in this group
- The name "get_nfts" says "get": a word for reading.
Description, as the server wrote it
NFTs in the user's EVM wallets on one network. They are not included in the portfolio total (no reliable price).
get_pnlThe 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.No findings
Why it is in this group
- The name "get_pnl" says "get": a word for reading.
Description, as the server wrote it
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_portfolioReturns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.No findings
Why it is in this group
- The name "get_portfolio" says "get": a word for reading.
Description, as the server wrote it
Returns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.
get_portfolio_scoreThe user's portfolio score (0–100), as shown in the app: diversification, crypto/traditional mix, stablecoin reserve, performance and risk management.No findings
Why it is in this group
- The name "get_portfolio_score" says "get": a word for reading.
Description, as the server wrote it
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_price_onClosing price in US dollars of a crypto asset on a date (UTC), from OKX daily candles.No findings
Why it is in this group
- The name "get_price_on" says "get": a word for reading.
Description, as the server wrote it
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_realized_gainsThe user's realised capital gains using FIFO, in euros, with fees and gas deducted: total, per asset and per year.No findings
Why it is in this group
- The name "get_realized_gains" says "get": a word for reading.
Description, as the server wrote it
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_tax_estimateESTIMATE 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 EC…No findings
Why it is in this group
- The name "get_tax_estimate" says "get": a word for reading.
Description, as the server wrote it
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 law allows, losses carried from previous years. Not a tax return. Each country's options are in list_tax_countries (options field).
get_tradesTransactions recorded by the user (buys, sells and fees), in euros, newest first.No findings
Why it is in this group
- The name "get_trades" says "get": a word for reading.
Description, as the server wrote it
Transactions recorded by the user (buys, sells and fees), in euros, newest first. Optional filters by asset and year.
get_walletsReturns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.No findings
Why it is in this group
- The name "get_wallets" says "get": a word for reading.
Description, as the server wrote it
Returns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.
get_whale_activityScans the given addresses and returns recent on-chain movements (large transfers, accumulation).No findings
Why it is in this group
- The name "get_whale_activity" says "get": a word for reading.
Description, as the server wrote it
Scans the given addresses and returns recent on-chain movements (large transfers, accumulation). Supports ETH, BTC and SOL.
list_known_whalesLists the preloaded known whales (exchanges, funds, public figures, governments) with address and chain.No findings
Why it is in this group
- The name "list_known_whales" says "list": a word for reading.
Description, as the server wrote it
Lists the preloaded known whales (exchanges, funds, public figures, governments) with address and chain. Use the addresses as input to get_whale_activity.
list_tax_countriesCrypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.No findings
Why it is in this group
- The name "list_tax_countries" says "list": a word for reading.
Description, as the server wrote it
Crypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http chainfolioai https://chainfolioai.com/api/mcp --header 'Authorization: <your-authorization>'

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json

{
  "permissions": {
    "allow": [
      "mcp__chainfolioai__get_portfolio",
      "mcp__chainfolioai__get_wallets",
      "mcp__chainfolioai__get_pnl",
      "mcp__chainfolioai__get_realized_gains",
      "mcp__chainfolioai__get_metrics",
      "mcp__chainfolioai__get_trades",
      "mcp__chainfolioai__get_tax_estimate",
      "mcp__chainfolioai__list_tax_countries",
      "mcp__chainfolioai__get_global_market",
      "mcp__chainfolioai__get_derivatives",
      "mcp__chainfolioai__get_price_on",
      "mcp__chainfolioai__get_defi_positions",
      "mcp__chainfolioai__get_nfts",
      "mcp__chainfolioai__get_portfolio_score",
      "mcp__chainfolioai__get_whale_activity",
      "mcp__chainfolioai__get_market",
      "mcp__chainfolioai__list_known_whales",
      "mcp__chainfolioai__get_fear_greed",
      "mcp__chainfolioai__get_asset",
      "mcp__chainfolioai__get_fire",
      "mcp__chainfolioai__get_news",
      "mcp__chainfolioai__get_btc_blocks"
    ],
    "ask": [
      "mcp__chainfolioai__ask_ai"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as chainfolioai. Review it before you use it.

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Get told when this server's tools change: a new tool, a new description, a new class.

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Source: MCP Registry. Synced Oct 21, 2026, 17:52 UTC.

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