MCP server · REST API · for the agent you already use
Bring your agent. MyHold holds the state.
Connect Claude, Cursor, or your own LLM agent through MCP or the API. It reads your portfolio, market context, and alerts as structured data, and every change it makes lands as a staged commit with its reason. You write the rules and review the record.
Free plan: 1,000 MCP and API calls a month with full read and write access. No credit card, no wallet connection.
Your rules · drift ≤ 5% · staged mode
MCP connected
Agent calls get-portfolio-rationale
core: BTC 45 · ETH 30 · SOL 15 · stables 10
rebalance past 5% drift
Agent calls get-portfolio-rebalance
BTC 52.8% · target 45.0% · sell $7,000
ETH 20.0% · target 30.0% · buy $7,000
Agent calls get-market-insights
fear & greed 72 · greed
Agent calls commit-staged-portfolio
2 changes · BTC 0.5 → 0.4263 · ETH 5 → 6.9444
Agent calls set-commit-rationale
reason attached to the commit
Commit recorded by your agent
You review the changes and the reason in portfolio history.
You set the rules. Your agent does the work. MyHold keeps the state and the record.
You
Set the rules
Write the strategy as a rationale, set target weights and alert rules, turn on staged mode, and issue or revoke the token.
rationale · target weights · staged mode · API token
Your agent
Does the work
Reads state and market context, decides what to do inside your rules, and proposes changes. It runs on your model provider and your schedule.
Claude · Claude Code · Cursor · custom agent
MyHold
Keeps the state and the record
Holds portfolio state, evaluates alerts against live prices, applies staged commits atomically, and records who changed what and why.
state · alerts · commits · rationales
What your agent reads
Your agent reads the same numbers you see.
Holdings, cost basis, drift, sentiment, and indicators come back as structured JSON, so your agent works from exact values instead of screenshots. Below are the real app components with sample data.
get-portfolio-rebalance
Drift from target and the trades that close it
Rebalance Summary
Current Value
$90,000.00
Target Value
$90,000.00
Coins to Sell
1
$7,000.00
Coins to Buy
1
$7,000.00
Profit Opportunities
Total: $7,000.00These coins are overweight and can be sold for profit
Investment Opportunities
Total: $7,000.00These coins are underweight and good opportunities to buy
get-portfolio-rationale
The strategy you wrote
Core: BTC 45 · ETH 30 · SOL 15 · stables 10. Rebalance when any position drifts more than 5% from target.
get-market-insights
Updated hourly
Fear & Greed Index
Market sentiment indicator
create-notification
Rules MyHold evaluates against live prices
Set by your agent: flags BTC when it is 5% over its target
get-coin
Live quotes
What your agent writes
Every change lands as a commit, with its reason.
Turn on staged mode and direct edits lock. Your agent sends its changes in one atomic commit-staged-portfolio call and attaches a rationale. Portfolio history then shows what changed, who changed it, and why.
- you · staged mode on
- agent · commit + rationale
- you · review in portfolio history
Transactions (2)
- Updated BTC: qty → 0.4263
- Updated ETH: qty → 6.9444
Rationale
BTC drifted to 52.8% against a 45% target, past the 5% rule. Sold 0.0737 BTC ($7,000) and bought 1.9444 ETH, moving BTC back to 45.0% and ETH from 20.0% to 27.8%. Fear & Greed at 72 favors taking profit over adding risk.
The real commit card from portfolio history, with sample data.
Your agent acts. You stay in control.
Non-custodial
Your funds, private keys, exchange API keys, and wallets stay with you. MyHold works from the holdings you enter.
Revocable tokens
Your agent connects with a personal token you create and can revoke at any time from settings.
Staged, atomic changes
Staged mode blocks direct edits, so your agent applies its changes as one commit with a rationale.
Every action auditable
Commits, rationales, and alert logs record what your agent changed, when, and why.
Connect
Connect your agent in three steps
Claude takes a connector URL and a token. Claude Code, Cursor, and custom agents use the same endpoint, or the REST API behind it.
01
Add your portfolio
Create a free account, then add wallets, coins, quantities, and target weights. No wallet connection.
02
Create an API token
Generate it in Settings → API tokens. Revoke it whenever you want the agent out.
03
Add MyHold to your agent
connector url
https://api.myhold.app/mcp
authorization
Bearer <your-api-token>
Tools
Every feature is a tool your agent can call.
One MCP endpoint, the REST API underneath, and one token for both. A sample of the tools, by feature:
Portfolio Management
Portfolios, wallets, coins, weights, and values.
- list-portfolios
- get-portfolio-summary
- get-wallet-summary
- add-coin-to-wallet
- update-wallet-coin
Rebalancing
Drift from target weights and the trades that close it.
- get-portfolio-rebalance
- get-wallet-rebalance
Market Insights
Sentiment, global metrics, and technical indicators.
- get-market-insights
- get-technical-indicators
- get-coin
Smart Alerts
Rules MyHold evaluates against live prices.
- create-notification
- get-notification-current-context
- list-notification-logs
Commit History
Staged mode and atomic commits with their source.
- set-portfolio-staged
- commit-staged-portfolio
- list-staged-commits
Rationales
The strategy your agent reads and the reasons it writes.
- get-portfolio-rationale
- set-commit-rationale
- set-notification-rationale
Pricing
Priced by how much your agent works.
Every plan gives your agent full read and write access. Plans differ by monthly calls, portfolio size, alert rules, and shareholders. Your model provider bills the reasoning.
150
calls a month · fits Free (1,000)
Each tool call that reaches the API counts once. Requests from the MyHold web app never count.
Free
Connect your agent to one portfolio and review its first staged commit.
$0/month
- ✓1,000 MCP & API calls/month
- ✓Full read & write access
- ✓1 portfolio
- ✓2 wallets per portfolio
- ✓3 alert rules
Frequently asked questions
Does MyHold run my agent?
Your agent runs where you already run it: Claude, Claude Code, Cursor, or your own code on your own schedule, billed by your own model provider. MyHold holds the portfolio state, evaluates alerts against live prices, applies staged commits, and records every change with its reason.
Do I need to connect a wallet or exchange?
MyHold is non-custodial. You add your coins, quantities, and entry prices, and MyHold tracks prices and performance. Your private keys, exchange API keys, and wallets stay with you.
Which agents work with MyHold?
Any agent that speaks MCP or HTTP. Claude (as a connector), Claude Code, Cursor, and custom LLM agents connect with a personal API token. MyHold provides the portfolio state and tools, and your agent brings the reasoning.
How do I stay in control of what my agent changes?
Your agent connects with a personal API token that you can revoke at any time. Turn on staged mode and your agent applies changes as one atomic commit with a rationale explaining why, so your portfolio history shows every change, when it happened, and the reasoning behind it.
Do I need to be a developer to connect an agent?
Adding MyHold to Claude takes a server URL and a token, and the MCP docs walk through it step by step. Portfolios, alerts, and rebalancing also work directly in the MyHold app. The REST API is there when you want to build a custom agent.
What does the free plan include?
1 portfolio with 2 wallets, 3 alert rules, 1,000 MCP and API calls a month with full read and write access, staged commits, rationales, and market insights. No credit card required.
Bring your agent. Define the rules. Review every change.
Connect Claude, Cursor, or your own agent through MCP or the API. MyHold provides the state, the context, and the record.
Free forever. No credit card, no wallet connection.
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