Connect-MCP

ChainFolioAI

com.chainfolioai/chainfolioai · v1.0.0

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

MCPremoteAPI keyCryptoFinance

Reported outcomes

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Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 23 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 79/100

What it does: 23 tools · 22 read, 0 write · Crypto, Finance

Test call list_tax_countries: needs a key: HTTP 401 (914 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +6
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +10
  • Read/write annotations: 0
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://chainfolioai.com/api/mcp

Tools

23 tools listed at last check
  • get_portfolio Returns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.
  • get_wallets Returns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.
  • 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.
  • 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.
  • get_metrics Advanced portfolio metrics from the saved history: ROI, CAGR, Sharpe, Sortino, Calmar, volatility, maximum and current drawdown, win rate and 95% VaR.
  • get_trades Transactions recorded by the user (buys, sells and fees), in euros, newest first. Optional filters by asset and year.
  • 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 ca
  • list_tax_countries Crypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.
  • get_global_market Global crypto market state: total market cap, 24 h change and Bitcoin and Ethereum dominance.
  • 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).
  • 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.
  • 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.
  • get_nfts NFTs in the user's EVM wallets on one network. They are not included in the portfolio total (no reliable price).
  • 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.
  • get_whale_activity Scans the given addresses and returns recent on-chain movements (large transfers, accumulation). Supports ETH, BTC and SOL.
  • get_market Returns the top crypto assets by market cap (price, market cap, volume, 24h and 7d change).
  • 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.
  • get_fear_greed Crypto market Fear & Greed index (current value 0–100, classification and recent history).
  • get_asset Price, market cap, volume and change (24h/7d) of a crypto asset by symbol (e.g. btc, eth, sol).
  • get_fire Calculates the years to financial independence (4% rule) from expenses, savings, return and age.
  • get_news Latest crypto news (CoinDesk, CoinTelegraph): title, source, link and date.
  • get_btc_blocks Recent Bitcoin blocks (height, number of transactions, median fee, pool) and recommended mempool fees.
  • 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.

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