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CryptoPilot MCP

A read-only MCP server that brings your crypto and brokerage portfolio into Claude Desktop.

CryptoPilot MCP connects Claude Desktop to your Coinbase and SnapTrade portfolio data through the Model Context Protocol (MCP). It gives developers and power users a local-first way to inspect accounts, holdings, prices, and provider health without building a custom integration from scratch. The server is read-only by design: it does not trade, transfer funds, or expose transaction actions.

Features

• Two providers: Coinbase Advanced Trade and SnapTrade for brokerage aggregation.

• Five MCP tools: list_providers, list_accounts, list_holdings, get_quote, and get_provider_health.

• Read-only by design: no trading, no transfers, and no transactions tool.

• Type-safe TypeScript with Zod validation for MCP schemas and environment configuration.

• Automatic retry with backoff for 429 and 5xx responses.

• Local-first: no telemetry, no external servers, and no cloud dependencies operated by this project.

Related MCP server: Monarch Money MCP Server

Quick Start

Prerequisites

• Node.js 18+

• Claude Desktop: download Claude

• Coinbase account (optional) and/or SnapTrade account (optional)

Install

git clone https://github.com/cryptopilot-tools/cryptopilot-mcp.git
cd cryptopilot-mcp
npm install
npm run build

Configure Claude Desktop as described below.

Configuration

Coinbase API Credentials

1. Go to Coinbase API settings.

2. Create a new API key with View permissions only. Do not enable trading permissions.

3. Allow all accounts you want to analyze.

4. Save the API Key Name and Private Key.

SnapTrade Credentials

1. Sign up at SnapTrade.

2. Create a client in the SnapTrade dashboard.

3. Save the Client ID and Consumer Key.

4. Create a user, then save the User ID and User Secret.

Claude Desktop Config

Edit your Claude Desktop config at:

~/Library/Application Support/Claude/claude_desktop_config.json

Add the mcpServers entry below. Replace every REPLACE_ME value and update the server path to the absolute path on your machine.

{
  "mcpServers": {
    "cryptopilot": {
      "command": "node",
      "args": ["/absolute/path/to/cryptopilot-mcp/dist/server.js"],
      "env": {
        "COINBASE_API_KEY_NAME": "REPLACE_ME",
        "COINBASE_API_PRIVATE_KEY": "REPLACE_ME",
        "SNAPTRADE_CLIENT_ID": "REPLACE_ME",
        "SNAPTRADE_CONSUMER_KEY": "REPLACE_ME",
        "SNAPTRADE_USER_ID": "REPLACE_ME",
        "SNAPTRADE_USER_SECRET": "REPLACE_ME",
        "SNAPTRADE_DEFAULT_ACCOUNT_ID": "REPLACE_ME"
      }
    }
  }
}

Restart Claude Desktop after saving the file.

Available Tools

list_providers

Returns configured providers and their capabilities.

Example input:

{}

Example output:

{
  "providers": [
    {
      "id": "coinbase",
      "displayName": "Coinbase",
      "capabilities": {
        "accounts": true,
        "holdings": true,
        "transactions": false,
        "quotes": true
      }
    }
  ]
}

list_accounts

Returns accounts, optionally filtered by provider.

Example input:

{
  "provider": "snaptrade"
}

Example output:

{
  "accounts": [
    {
      "id": "snaptrade:account-id",
      "provider": "snaptrade",
      "name": "Robinhood Individual",
      "type": "brokerage",
      "balance": {
        "amount": 1000,
        "currency": "USD"
      }
    }
  ]
}

list_holdings

Returns holdings for a provider account. Requires provider and accountId.

Example input:

{
  "provider": "coinbase",
  "accountId": "coinbase:account-id"
}

Example output:

{
  "holdings": [
    {
      "symbol": "BTC",
      "quantity": 0.05,
      "price": {
        "amount": 80000,
        "currency": "USD"
      },
      "marketValue": {
        "amount": 4000,
        "currency": "USD"
      }
    }
  ]
}

get_quote

Returns a current price for a symbol. Requires provider and symbol; SnapTrade quotes also require an accountId unless a default account is configured.

Example input:

{
  "provider": "coinbase",
  "symbol": "BTC"
}

Example output:

{
  "quote": {
    "symbol": "BTC-USD",
    "provider": "coinbase",
    "price": {
      "amount": 80000,
      "currency": "USD"
    },
    "asOf": "2026-01-01T00:00:00.000Z"
  }
}

get_provider_health

Returns health and configuration status for each provider.

Example input:

{}

Example output:

{
  "health": [
    {
      "ok": true,
      "provider": "coinbase",
      "checkedAt": "2026-01-01T00:00:00.000Z",
      "details": {
        "transport": "http-fetch"
      }
    }
  ]
}

Architecture

Claude Desktop
    │ (MCP stdio)
    ↓
cryptopilot-mcp server
    │
    ↓
BaseProvider (abstract)
│            │
↓            ↓
CoinbaseProvider   SnapTradeProvider
│            │
↓            ↓
Coinbase API    SnapTrade API

The server runs over MCP stdio and exposes provider-neutral tools to Claude Desktop. Each provider implements the shared BaseProvider abstraction, then normalizers convert provider-specific responses into canonical account, holding, and quote types. Zod schemas validate MCP tool inputs and outputs at the server boundary.

Security & Privacy

• Read-only API keys are strongly recommended. Do not enable trading permissions.

• .env.local is never committed and is covered by .gitignore.

• No telemetry, no analytics, and no external servers are operated by this project.

• Credentials are stored only on your local machine in Claude Desktop configuration or local environment files.

• See SECURITY.md for vulnerability reporting.

Roadmap

• Coinbase + SnapTrade providers

• 5 core MCP tools

• Transactions tool

• More providers based on user demand (Alpaca, IBKR direct, etc.)

• CI/CD pipeline

• npm package publication

• Anthropic Directory submission

Contributing

Contributions are welcome, especially provider integrations, reliability improvements, and documentation fixes. See CONTRIBUTING.md before opening a pull request.

Disclaimer

Disclaimer: CryptoPilot is an independent open-source project. It is not affiliated with, endorsed by, or sponsored by Anthropic, Coinbase, SnapTrade, or any brokerage. This software does not provide financial advice. Use at your own risk and consult a licensed financial advisor for investment decisions.

License

MIT — see LICENSE