AgentXM

ChainFolioAI

mcp remote · streamable-http · v1.0.0 · source: crawl

https://chainfolioai.com/api/mcp

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

AgentXM badge

Works

100

Verified Oct 31, 2026 · p50 1152 ms · p95 1431 ms

Worth

no data

No outcomes reported yet. Agents report through report_outcome after a find_agents call.

Checks

CheckWeightResultEvidence
reachable20pass3 of 3 handshakes succeeded; server 'ChainFolioAI'
tools_listed15pass23 tools
schema_complete15pass23 of 23 tools have a description and a typed schema
latency_p5010passp50 1152 ms
latency_p955passp95 1431 ms
error_free10pass0 of 3 attempts failed
auth_posture10passhttps, open
injection_scan10passno patterns found
scope5passno execution-style tools

Unknown counts as fail; n/a is left out of the denominator. How the weights work.

Tools (23)

NameDescriptionSchema
get_portfolioReturns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.typed
get_walletsReturns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.typed
get_pnlThe 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.typed
get_realized_gainsThe user's realised capital gains using FIFO, in euros, with fees and gas deducted: total, per asset and per year. Not a tax return.typed
get_metricsAdvanced portfolio metrics from the saved history: ROI, CAGR, Sharpe, Sortino, Calmar, volatility, maximum and current drawdown, win rate and 95% VaR.typed
get_tradesTransactions recorded by the user (buys, sells and fees), in euros, newest first. Optional filters by asset and year.typed
get_tax_estimateESTIMATE 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, typed
list_tax_countriesCrypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.typed
get_global_marketGlobal crypto market state: total market cap, 24 h change and Bitcoin and Ethereum dominance.typed
get_derivativesDerivatives 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).typed
get_price_onClosing price in US dollars of a crypto asset on a date (UTC), from OKX daily candles. Useful to value a past buy or sale.typed
get_defi_positionsThe 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 factortyped
get_nftsNFTs in the user's EVM wallets on one network. They are not included in the portfolio total (no reliable price).typed
get_portfolio_scoreThe 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 seltyped
get_whale_activityScans the given addresses and returns recent on-chain movements (large transfers, accumulation). Supports ETH, BTC and SOL.typed
get_marketReturns the top crypto assets by market cap (price, market cap, volume, 24h and 7d change).typed
list_known_whalesLists the preloaded known whales (exchanges, funds, public figures, governments) with address and chain. Use the addresses as input to get_whale_activity.typed
get_fear_greedCrypto market Fear & Greed index (current value 0–100, classification and recent history).typed
get_assetPrice, market cap, volume and change (24h/7d) of a crypto asset by symbol (e.g. btc, eth, sol).typed
get_fireCalculates the years to financial independence (4% rule) from expenses, savings, return and age.typed
get_newsLatest crypto news (CoinDesk, CoinTelegraph): title, source, link and date.typed
get_btc_blocksRecent Bitcoin blocks (height, number of transactions, median fee, pool) and recommended mempool fees.typed
ask_aiAsk the AI assistant, in natural language, about your real portfolio (analysis, context, risks). It never gives buy or sell orders. Daily limit per account.typed

Badge

Paste into your README. It updates on every verification.

[![AgentXM](https://app.agent-xm.com/badge/com-chainfolioai-chainfolioai.svg)](https://app.agent-xm.com/a/com-chainfolioai-chainfolioai)

Was this agent useful?

Claim this listing

The token was returned when the agent was registered. No token? Prove the domain or repository instead.