ChainFolioAI

com.chainfolioaiPublished by chainfolioai.comOfficial publisherv1.0.0Updated Oct 27, 2026

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

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Read-only crypto portfolio MCP server: holdings, P&L, FIFO gains, tax estimates, DeFi positions and market data for an assistant.

What you can do
  • Read portfolio holdings, wallets (pseudonymised addresses), P&L and realised FIFO gains
  • Review advanced metrics, portfolio score, trades and NFT holdings
  • Estimate capital-gains tax per country and list published tax regimes
  • Check DeFi lending positions across Aave, Spark, Compound, Morpho and EigenLayer
  • Pull market data: top assets, asset quotes, global market, fear and greed, derivatives, historical prices, BTC blocks and news
  • Track whale activity and ask the built-in AI assistant about the portfolio
When to use it
Useful when you want an assistant to answer questions about your own crypto and traditional portfolio, performance, tax estimates or DeFi exposure, or to combine that with market context. It is read-only and aimed at personal portfolio review rather than trading.
Requirements
Remote streamable HTTP endpoint at chainfolioai.com. Requires a ChainFolioAI account on the Premium plan and an API key generated in Account -> API & MCP, sent as an Authorization bearer header. Network access to the service is needed.
Before you install
The API key is a secret sent in the Authorization header; keep it private and revocable. Portfolio, wallet and tax data are sent to ChainFolioAI, and DeFi and whale lookups query public blockchains. Tax figures are estimates, not a tax return, and the score and AI answers are not investment advice. ask_ai has a daily limit per account.

Installation

In SourceWeft

  1. Open ChainFolioAI in the dashboard and add it to a workspace.
  2. Connect Authorization token credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.chainfolioai%2Fchainfolioai/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "chainfolioai": {
      "type": "http",
      "url": "https://chainfolioai.com/api/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_TOKEN>"
      }
    }
  }
}

Tools

23

get_portfolio

Returns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.

Takes no parameters.

get_wallets

Returns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.

Takes no parameters.

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.

Takes no parameters.

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.

Parametersyear

get_metrics

Advanced portfolio metrics from the saved history: ROI, CAGR, Sharpe, Sortino, Calmar, volatility, maximum and current drawdown, win rate and 95% VaR.

Takes no parameters.

get_trades

Transactions recorded by the user (buys, sells and fees), in euros, newest first. Optional filters by asset and year.

Parametersyearassetlimit

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 law allows, losses carried from previous years. Not a tax return. Each country's options are in list_tax_countries (options field).

ParametersyearcountryrequiredalternativemarginalRatemarginalRateLong

list_tax_countries

Crypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.

Takes no parameters.

get_global_market

Global crypto market state: total market cap, 24 h change and Bitcoin and Ethereum dominance.

Takes no parameters.

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).

Parameterssymbol

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.

Parametersdaterequiredsymbolrequired

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.

Takes no parameters.

get_nfts

NFTs in the user's EVM wallets on one network. They are not included in the portfolio total (no reliable price).

Parameterschain

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.

Takes no parameters.

get_whale_activity

Scans the given addresses and returns recent on-chain movements (large transfers, accumulation). Supports ETH, BTC and SOL.

Parameterswatchlistrequired

get_market

Returns the top crypto assets by market cap (price, market cap, volume, 24h and 7d change).

Parameterslimit

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.

Takes no parameters.

get_fear_greed

Crypto market Fear & Greed index (current value 0–100, classification and recent history).

Takes no parameters.

get_asset

Price, market cap, volume and change (24h/7d) of a crypto asset by symbol (e.g. btc, eth, sol).

Parameterssymbolrequired

get_fire

Calculates the years to financial independence (4% rule) from expenses, savings, return and age.

ParametersinflationcurrentAgeannualReturnmonthlyExpensesrequiredcurrentPortfoliomonthlyInvestmentrequired

get_news

Latest crypto news (CoinDesk, CoinTelegraph): title, source, link and date.

Parameterslimit

get_btc_blocks

Recent Bitcoin blocks (height, number of transactions, median fee, pool) and recommended mempool fees.

Takes no parameters.

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.

Parametersquestionrequired

Version history

1
  1. v1.0.0LatestSep 21, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.