ChainFolioAI MCP server

• Registry namecom.chainfolioai/chainfolioaiverified in the MCP registry

The registry name sits under chainfolioai.com. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

• Stateanswerschecked 2026-10-24
• Tools23
• Server calls itselfChainFolioAI
• Server version1.0.0
• Protocol version2025-06-18

On 2026-10-24 the server answered initialize and tools/list without a sign-in. First answer in 206 ms.

• Whether its tools do the product's job has not been judged yet.
• Checked on 3 of the 7 days it takes to judge reliability.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

• INITE MCP scoreafter a weeka score needs 7 daily checks: 3 so far
• Answeredmeasuring3 of the 7 daily checks it takes to print a share
• Median first answer284 ms
• Space in an agent's context≈ 2,592 tokensthe definitions of all its tools (23), which an agent carries on every turn
• Tool definitionsB · 83 of 100
• Typed results0 of 23 toolsdeclared outputSchema: results come typed, read once

• Not saying whether it only reads or can destroy: 23 of 23

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (30%), doing the product's job (25%), definitions (20%), context (10%) and use (15%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

• 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…

• 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…

• 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.