three.ws Portfolio

io.github.nirholasPublished by GitHub account nirholasv0.1.2Updated Nov 1, 2026

An agent's trading state — portfolio value, PnL, live balances, trade feed, and signed transfers.

The publisher's own server: PortfolioFit

VerifiedSTDIODesktop onlyDatabasesFinance

Overview

AI-generated overview

Local MCP server that lets an assistant read its three.ws portfolio, PnL, trade feed and Solana balances, and sign real SOL or SPL transfers.

What you can do
  • Read portfolio holdings and USD value across owned agent wallets, with optional history snapshots and a per-wallet breakdown
  • Review portfolio value over time and drill into one token's position with live market data and price history
  • Browse the platform-wide feed of closed trades and realized PnL, filtered by coin, window and minimum profit
  • Check live on-chain SOL and SPL token balances for any Solana address
  • Sign and broadcast a Solana mainnet transfer of SOL or an SPL token from the configured wallet
When to use it
Useful when an assistant needs to track its own trading state on three.ws — current value, performance history, closed-trade results — or check balances of Solana wallets. Only add it if you also want the assistant able to send real funds, since that is the one write tool.
Requirements
Node.js 20 or newer, run via npx or npm install. Network access to the three.ws API and a Solana RPC endpoint. THREE_WS_SESSION (the __Host-sid cookie value) is needed for account-scoped reads; SOLANA_SECRET_KEY is needed only for send_transfer. Optional settings: SOLANA_RPC_URL, THREE_WS_BASE, THREE_WS_TIMEOUT_MS, MAX_SOL_PER_TX, RECIPIENT_ALLOWLIST, REQUIRE_CONFIRM.
Before you install
send_transfer moves real, irreversible funds on Solana mainnet and is the only write tool; a leaked SOLANA_SECRET_KEY or an injected argument can spend from the wallet. Keep REQUIRE_CONFIRM on, set MAX_SOL_PER_TX and RECIPIENT_ALLOWLIST, and treat SOLANA_SECRET_KEY and THREE_WS_SESSION as passwords. On a tx_unconfirmed timeout, check the signature before resending to avoid a double spend. Reads send wallet and session data to the three.ws API.

Installation

In SourceWeft

  1. Open three.ws Portfolio in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

[three.ws]

@three-ws/portfolio-mcp

An AI agent's own trading state over MCP — portfolio value, PnL, live balances, the public trade feed, and one real write: a signed on-chain Solana transfer.

[npm] [license] [node] [MCP Registry] [three.ws]


A Model Context Protocol server that gives an AI agent programmatic access to its own trading state over stdio: what it holds, how that value moves over time, a single token's position with live market data, the platform-wide feed of closed trades and their realized PnL, live on-chain balances for any wallet — and one real write, a signed Solana transfer of SOL or any SPL token.

Reads hit the live three.ws API and Solana RPC — nothing is mocked. The account-scoped reads run against the agent wallets you own (resolved from your three.ws session). The one write, send_transfer, signs locally with your own key and moves real funds on mainnet.

Install

bash
npm install @three-ws/portfolio-mcp

Or run with npx (no install):

bash
npx @three-ws/portfolio-mcp

Quick start

Claude Code, one line:

bash
claude mcp add portfolio -- npx -y @three-ws/portfolio-mcp

Claude Desktop / Cursor (claude_desktop_config.json or mcp.json):

json
{	"mcpServers": {		"portfolio": {			"command": "npx",			"args": ["-y", "@three-ws/portfolio-mcp"],			"env": {				"THREE_WS_SESSION": "<your __Host-sid cookie>",				"SOLANA_SECRET_KEY": "<base58 secret of the sending wallet>"			}		}	}}

THREE_WS_SESSION is only needed for the account-scoped reads; SOLANA_SECRET_KEY is only needed for send_transfer. The trade feed and on-chain balance reads work with no configuration at all.

Inspect the surface with the MCP Inspector:

bash
npx -y @modelcontextprotocol/inspector npx @three-ws/portfolio-mcp

Tools

ToolTypeWhat it does
get_portfolio_summaryread · sessionLive holdings + USD value across every agent wallet you own, with a per-wallet breakdown. Optional snapshot.
get_portfolio_historyread · sessionYour total portfolio USD value over time, from stored snapshots — the performance chart.
get_portfolio_assetread · sessionOne token deep-dive: which wallets hold it, your total amount/USD, plus live market data and a price-history chart.
get_trades_feedread · publicThe platform-wide feed of closed positions and their realized PnL — newest exit first, filterable by coin.
get_wallet_balancesread · publicLive on-chain SOL + SPL (incl. Token-2022) balances for any Solana address, straight from the RPC.
send_transferwrite · destructiveSign and broadcast a real, irreversible Solana mainnet transfer of SOL or any SPL token from your own wallet.

Everything reads live state — balances, feeds, and broadcasts all move between calls — so no tool is idempotent. send_transfer is the only tool that mutates anything.

Input parameters

get_portfolio_summary — snapshot (bool, default false — also persist a history point).

get_portfolio_history — days (1–365, default 90).

get_portfolio_asset: chain (solana | evm, required), id (native or the base58 mint / 0x contract, required), days (1 to 365, default 30), chain_id (optional EVM chain id: 8453 Base, 1 Ethereum, 42161 Arbitrum, 10 Optimism, 137 Polygon, 56 BNB, and the other chains the platform indexes). Leave chain_id off and the API prices the contract on whatever chain your wallets hold it on, defaulting to Base; set it when the same address exists on more than one chain.

get_trades_feed — network (mainnet | devnet, default mainnet), window (1h | 6h | 24h | 7d | 30d | all, default 24h), min_pnl_pct (default 10), limit (1–80, default 40), cursor (ISO timestamp for pagination), mint (filter to one coin).

get_wallet_balances — address (base58, required), include_tokens (bool, default true).

send_transfer — recipient (base58, required), amount (decimal string, required), mint (base58 SPL mint; omit / native for SOL), secret (base58, overrides SOLANA_SECRET_KEY), priorityMicroLamports (0–50,000,000), confirm (must be true to execute).

Realized vs. live value

Two different questions, two different tools:

  • "What am I worth right now?" → get_portfolio_summary / get_portfolio_asset — live holdings priced in USD.
  • "How have my closed trades done?" → get_trades_feed — realized PnL per closed position (entry/exit in SOL, profit %, multiple, hold time).

The write tool — send_transfer

send_transfer broadcasts a real, irreversible transaction on Solana mainnet and moves funds out of the signing wallet. It signs locally with the per-call secret or SOLANA_SECRET_KEY — the three.ws API never holds your key. Guardrails:

  • confirm: true required while REQUIRE_CONFIRM is on (the default) — the first call without it returns a refusal, not a broadcast.
  • MAX_SOL_PER_TX caps native SOL sends (default 0.5 SOL).
  • RECIPIENT_ALLOWLIST, when set, restricts the destination to a known set.
  • The mint is runtime input — pass the $THREE mint or any SPL token you hold. No mint is hardcoded.

For an SPL transfer it reads the mint's decimals on-chain, verifies your balance, and auto-creates the recipient's associated token account when missing. On a confirmation timeout it returns tx_unconfirmed with the signature rather than silently retrying — check Solscan before resending to avoid a double-spend.

Requirements

  • Node.js >= 20.
  • Network access to https://three.ws (or your own THREE_WS_BASE) and a Solana RPC.

Environment variables

VariableRequiredDefault
THREE_WS_BASEnohttps://three.ws
THREE_WS_TIMEOUT_MSno20000
THREE_WS_SESSIONfor account-scoped reads—
SOLANA_RPC_URLnohttps://api.mainnet-beta.solana.com
SOLANA_SECRET_KEYfor send_transfer—
MAX_SOL_PER_TXno0.5
RECIPIENT_ALLOWLISTno— (any valid pubkey allowed)
REQUIRE_CONFIRMnotrue

THREE_WS_SESSION is the value of the __Host-sid cookie from a signed-in three.ws browser session. Treat it — and SOLANA_SECRET_KEY — like a password.

Links


Part of the three.ws SDK suite — 3D AI agents, on-chain identity, and agent payments.
Website · Changelog · GitHub

Source: packages/portfolio-mcp/README.md at commit c8f2cde

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

2
  1. v0.1.2LatestOct 10, 2026
  2. v0.1.1Sep 16, 2026

Score

50% 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 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

Other Portfolio integrations