ChainFolioAI

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

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

Add to your agent

Copy this into your MCP client config:

{
  "mcpServers": {
    "ChainFolioAI": {
      "url": "https://chainfolioai.com/api/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (23)

• get_portfolio

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_wallets

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Parameters:

  • year — integer — Calendar year of the sales (optional; without it everything is returned).

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_metrics

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_trades

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

  Parameters:

  • year — integer — Calendar year of the transaction.
  • asset — string — Asset symbol (e.g. BTC).
  • limit — integer — Maximum number of transactions to return (default 100).

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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).

  Parameters:

  • country (required) — string — Two-letter country code (e.g. PT, ES, US). See list_tax_countries.
  • year — integer — Tax year of the sales (optional). In the UK and Australia it is the year the tax year starts (2025 = 2025/26).
  • alternative — boolean — BR, PT, AR and AT only: the alternative option for where the coins are held (BR foreign exchange; PT broker outside the EU/EEA with no tax treaty; AR sale in pesos; AT Austrian platform).
  • marginalRate — number — Only where the rate depends on income (DE, GB, US, CA, AU, LU, MX): the person's marginal rate as a fraction (0.35 = 35%). Without it the top rate is used.
  • marginalRateLong — number — US only: the person's long-term rate as a fraction (0, 0.15 or 0.20, plus 0.038 NIIT if applicable).

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• list_tax_countries

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_global_market

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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).

  Parameters:

  • symbol — string — Symbol, e.g. BTC (default) or ETH.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Parameters:

  • symbol (required) — string — Symbol, e.g. BTC.
  • date (required) — string — Data em AAAA-MM-DD (UTC).

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_nfts

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

  Parameters:

  • chain — string — Network (default eth).

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_whale_activity

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

  Parameters:

  • watchlist (required) — array — Addresses to watch (max. 10).

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_market

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

  Parameters:

  • limit — integer — How many assets to return (1–250, default 50).

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_fear_greed

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_asset

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

  Parameters:

  • symbol (required) — string — Asset symbol, e.g. btc

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_fire

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

  Parameters:

  • monthlyExpenses (required) — number — Monthly expenses
  • monthlyInvestment (required) — number — Monthly savings/investment
  • inflation — number — Annual inflation in % (default 3)
  • currentAge — integer — Current age (default 30)
  • annualReturn — number — Expected annual return in % (default 7)
  • currentPortfolio — number — Current net worth (default 0)

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_news

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

  Parameters:

  • limit — integer — How many news items (default 15)

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_btc_blocks

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Parameters:

  • question (required) — string — The question about the portfolio or the market (max. 1000 characters).

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

Publisher website

Measured by MCPYP probing. Untested fields are omitted, never estimated. Listing is always free; MCPYP never proxies calls or stores user tokens.