    servers/
        finance/
        chainfolioai
  

CH

ChainFolioAI

Unverified Claim & verify → Finance

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

Visit website ↗ Try Remote Server

Overview Installation

Overview

ChainFolioAI is a Model Context Protocol server that gives AI assistants read-only access to your crypto and traditional portfolio data. You can query holdings, profit-and-loss figures, FIFO tax calculations, and market data directly within Claude, Cursor, VS Code, and other MCP clients without switching apps or manual copy-pasting.

It runs as a remote hosted service at https://chainfolioai.com/api/mcp and requires an API Key for authentication. The latest release is v1.0.0. No local installation needed — configure your MCP client to point at the endpoint and you are connected. For developer details and setup guidance, visit https://chainfolioai.com/developers.

ChainFolioAI is listed in the Finance category on mcp.site and works with all MCP-compatible clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, and Zed. If you maintain this server, claim this listing to verify ownership and keep information current.

▸Hosted endpoint — Streamable HTTP · https://chainfolioai.com/api/mcp

Installation

Settings → Connectors → Add custom connector
Name: ChainFolioAI
URL:  https://chainfolioai.com/api/mcp

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