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CryptoPilot MCP

CryptoPilot MCP

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    • F
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      D
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      Enables AI-powered portfolio analysis for Wealthfolio, allowing Claude to query and analyze investment holdings, asset allocation, real estate properties, and execute transactions through natural language.
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      Enables ChatGPT, Claude, Cursor and other MCP clients to read a user's real crypto portfolio data — holdings, movement history, FIFO cost basis and P&L, fees, income, risk metrics and target-allocation drift — across connected exchanges and on-chain wallets via read-only OAuth access. An optional propose-only tool parks changes for human approval in the browser rather than writing anything directly.
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    • F
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      Connects Claude AI to Interactive Brokers accounts to enable real-time portfolio tracking, position management, and historical market data retrieval. It also integrates financial news and sentiment analysis from multiple sources, including Finnhub and IB native feeds.
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      B
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      B
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      Enables Claude to answer read-only questions about Wealthsimple accounts via Plaid, including balances, holdings, allocation, investment activity, net worth, and connection health. CSV exports serve as a fallback when Plaid data is incomplete.
      5
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    • F
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      Connects Claude Desktop to real-time stock market data via Finnhub API, enabling company profiles, stock quotes, market news, and a customizable watchlist.
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    TDQS

    A4/5.0

    Scored across 5 tools

    Disambiguation5/5

    Each tool has a clearly distinct purpose: health checking, quoting, account listing, holdings listing, and provider listing. No overlaps or ambiguities.

    Naming Consistency5/5

    All tool names follow a consistent 'verb_noun' pattern using lowercase with underscores. Verbs are either 'get' or 'list', making the set predictable.

    Tool Count5/5

    With 5 tools, the server is well-scoped for a crypto portfolio data provider. Each tool covers a necessary function without bloat or thinness.

    Completeness4/5

    The set covers core read operations (health, quotes, accounts, holdings, providers) but lacks trading or transaction capabilities, which may be needed for a full crypto pilot tool.

    Maintenance

    ActivityInactive
    ResponsivenessNo recent community issues