The ChainFolioAI MCP server,
connected in one click.
Read-only crypto and traditional portfolio: holdings, PNL, FIFO tax figures and market data. Connect the official ChainFolioAI MCP server to Claude, ChatGPT, or Cursor through gate — one gateway URL, no config files, security-checked.
Free to start · No credit card · No hosting needed
Add ChainFolioAI to your AI in one minute
Pick your client. Copy, paste, done — or let gate handle sign-ins and policies for you.
claude mcp add --transport http chainfolioai https://chainfolioai.com/api/mcpRun in your terminal, then restart Claude Code.
ChainFolioAI · https://chainfolioai.com/api/mcp
What your AI can do with ChainFolioAI
Real prompts you can type the moment it's connected — no setup, no docs to read.
“Use “get_portfolio”: Returns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.”
“Use “get_wallets”: Returns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.”
“Use “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.”
“Use “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.”
How secure is the ChainFolioAI MCP server?
Every server in the gate directory has to pass the same four checks before your AI can touch it. Here's how ChainFolioAI holds up.
Official endpoint
Operated by ChainFolioAI (chainfolioai.com) at its documented MCP endpoint — not a third-party mirror or community re-host.
No sign-in needed
This server only exposes public data — no account and no credentials are involved when you connect.
Scanned before it goes live
gate checks every tool for prompt injection, hidden instructions, data-exfiltration hints, and over-broad permissions before the server is available through your gateway.
Watched for drift
If ChainFolioAI adds or changes tools later, gate re-scans and alerts you — before your AI acts on the change.
Connected in three steps
Connect your gate
Add one gateway URL to Claude, ChatGPT, or any MCP client. One-time setup, about two minutes.
Pick ChainFolioAI
Choose ChainFolioAI in the gate directory. No sign-in needed.
Use it anywhere
ChainFolioAI's tools are live in every AI client you've connected — with rules and logging built in.
Free to start · No credit card · No hosting needed
The actual tools ChainFolioAI exposes
Fetched live from the official endpoint and re-checked daily by gate — not marketing copy.
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 an
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, ann
list_tax_countries — Crypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.
+ 15 more tools once connected
Who runs the ChainFolioAI MCP server?
The ChainFolioAI MCP server at a glance
https://chainfolioai.com/api/mcpQuestions, answered
Is there an official ChainFolioAI MCP server?
Yes — ChainFolioAI operates its own remote MCP server at chainfolioai.com. gate connects you to that official endpoint and adds security scanning, per-tool access rules, and an activity log on top.
How do I connect ChainFolioAI to Claude or ChatGPT?
Add gate's gateway URL to your AI client once, then pick ChainFolioAI in the directory. No account or sign-in is needed. From then on, ChainFolioAI's tools are available in every client you've connected to gate.
Do I need to host anything?
No. ChainFolioAI runs the server, and gate is fully managed. You just connect one URL — there's nothing to install, deploy, or maintain.
Is the ChainFolioAI MCP server safe to connect?
It's the vendor's official endpoint, and gate scans its tools for prompt injection and hidden instructions before it goes live, re-checks it whenever it changes, and lets you allow, block, or require approval for every single tool.
Is it free?
Yes — you can get started with gate for free and connect ChainFolioAI in minutes. No credit card required.
Connect more than just ChainFolioAI
Every server below works through the same gateway URL — connect once, add tools anytime.
Squarespace DomainsDesignView →Set up ChainFolioAI in: Claude · Claude Code · ChatGPT · Cursor · VS Code