Track crypto and stock holdings, profit/loss, and tax figures across accounts
Read-only access to your crypto and traditional investment portfolios. View holdings, profit and loss, FIFO tax calculations, and real-time market data across multiple exchanges and brokers.
Try asking Muse: "Show me my total portfolio value and how much I owe in taxes on my crypto gains this year"
Source: Found in the official MCP Registry (com.chainfolioai/chainfolioai) · First listed September 24, 2026
Each bar is one check, every 15 minutes. Green means it answered. Last checked 2 h ago.
What Muse can see: You sign in to your own account with it, so Muse can reach what that account allows. Read what it asks for before you agree.
Before it acts: Read what Muse plans to do before you approve it, and remove the app from Muse when you stop using it.
Sensitive: this app deals with your money. Only connect it if you are comfortable with Muse reading that information.
musedirectory.ai is not part of Meta. More about how Muse handles your information
ChainFolioAI is not in Muse's Connectors list yet, and it needs you to sign in with your ChainFolioAI account. Apps that need this kind of sign-in usually cannot be used from a Muse chat yet. Follow it here and we will tell you when it reaches Muse.
https://chainfolioai.com/api/mcpNot in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
ChainFolioAI is a remote MCP server, so any assistant that can add a custom connector by link can use it. Same link, same tools.
In ChatGPT, open Settings, then Connectors (called Apps & Connectors on some accounts).
Under Advanced settings, switch on Developer mode. That is what lets you add a connector by link.
Choose Create, give it a name, paste the link as the MCP server URL, and save. If it needs a sign-in, ChatGPT asks for it here.
Start a chat, open the tools menu, pick the connector, and ask. ChatGPT asks before it runs a tool the first time.
Custom connectors need a paid ChatGPT plan, and on Team, Enterprise and Edu accounts only an admin can add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in ChatGPT
In Claude, open Settings, then Connectors.
Choose Add custom connector, give it a name, and paste the link.
If it needs a sign-in, Claude sends you to it. Then turn the connector on in a chat from the tools menu and ask.
Custom connectors are available on paid Claude plans; on Team and Enterprise accounts an admin may need to add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in Claude
https://chainfolioai.com/api/mcpResponse time at the last check: 228ms. Worked in 96.4% of checks over 30 days.
Screened, no issues found
Screening looks for known threats and hidden instructions at the time of the check, and runs again weekly and whenever the tool list changes. It cannot see the server's code, so only connect what you need and review what Muse asks to do. How screening works.
get_portfolioReturns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.get_walletsReturns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.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.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.get_metricsAdvanced portfolio metrics from the saved history: ROI, CAGR, Sharpe, Sortino, Calmar, volatility, maximum and current drawdown, win rate and 95% VaR.get_tradesTransactions recorded by the user (buys, sells and fees), in euros, newest first. Optional filters by asset and year.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, the rules of the year of sale, holding period, annual allowance and, where the llist_tax_countriesCrypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.get_global_marketGlobal crypto market state: total market cap, 24 h change and Bitcoin and Ethereum dominance.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).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.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 factor. It queries the blockchain, so it takes a few seconds.get_nftsNFTs in the user's EVM wallets on one network. They are not included in the portfolio total (no reliable price).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 sell.get_whale_activityScans the given addresses and returns recent on-chain movements (large transfers, accumulation). Supports ETH, BTC and SOL.get_marketReturns the top crypto assets by market cap (price, market cap, volume, 24h and 7d change).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.get_fear_greedCrypto market Fear & Greed index (current value 0–100, classification and recent history).get_assetPrice, market cap, volume and change (24h/7d) of a crypto asset by symbol (e.g. btc, eth, sol).get_fireCalculates the years to financial independence (4% rule) from expenses, savings, return and age.get_newsLatest crypto news (CoinDesk, CoinTelegraph): title, source, link and date.get_btc_blocksRecent Bitcoin blocks (height, number of transactions, median fee, pool) and recommended mempool fees.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.https://chainfolioai.com/api/mcpChainFolioAI is not in Muse's Connectors list yet, and it needs you to sign in with your ChainFolioAI account. Apps that need this kind of sign-in usually cannot be used from a Muse chat yet. Follow it here and we will tell you when it reaches Muse.
At the last check (November 13, 2026, 13:01 UTC) the endpoint was working, answering in 228ms. Over the last 7 days it answered 100% of health checks. It is checked every 15 minutes.
It was screened on September 24, 2026 with the result "screened, no issues found". Screening checks the domain against threat feeds and reads the tools for hidden instructions and requests for passwords or card numbers. It cannot see the server's code, so grant only the access you need.
It exposes 23 tools, including get_portfolio, get_wallets, get_pnl, get_realized_gains. For example, you could ask Muse: "Show me my total portfolio value and how much I owe in taxes on my crypto gains this year"
This listing was added from public sources (Found in the official MCP Registry (com.chainfolioai/chainfolioai)). If you build ChainFolioAI, claim it to correct the details and get your badge.
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