AllocContext

Self-hosted MCP server that gives an assistant portfolio-aware crypto context: holdings, market data, sentiment, macro, regime, and allocation math.

What you can do

AllocContext runs locally and exposes tools that return deterministic JSON context bundles for crypto portfolios. Tools include get_context_bundle for a full snapshot, get_market_context for sentiment, macro, ETF and breadth fields, get_context_at and get_context_delta for saved snapshots and shifts between them, plus get_portfolio_state for live NAV and holdings. Pure math tools such as check_allocation_band, check_allocation_bands and get_rebalance_plan compute drift versus targets and USD rebalance moves without portfolio credentials.

When to use it

Use it when an assistant needs repeatable, holdings-scoped crypto market context, allocation drift checks, or rebalance planning, and you are willing to run the ingest and server yourself. It is aimed at self-hosters rather than a hosted service.

Requirements

Local Python install of the alloc-context package with the mcp extra, run via uvx or the alloc-context command over stdio. A config file copied from config/config.example.yaml and a .env copied from .env.example. Read-only exchange keys are needed only for portfolio ingest or macro feeds; the ALLOC_CONTEXT_DB environment variable points at the SQLite state file. Absolute paths are recommended.