Connect via MCP

MyHold exposes your portfolios, wallets, market insights, notifications, and rebalancing data as structured tools over MCP (Model Context Protocol). Connect Claude, Cursor, or any other MCP-compatible agent once and it reads and acts on your live portfolio state through the same tools, with zero custom integration code. MyHold is the state and execution layer; your agent brings the reasoning, and you define the strategy and review every change.

MCP Tools#

Your agent can work with Connect via MCP through the MyHold MCP server:

Step 1 — Generate an API token#

Your agent authenticates with a personal API token that you can revoke at any time.

1. Open Settings → API Tokens in MyHold.
2. Click Generate Token.
3. Copy the token immediately — it is only shown once. Store it securely in your password manager or environment variables.

Step 2 — Connect Claude#

MyHold's MCP server endpoint is:

https://api.myhold.app/mcp

Follow Anthropic's guide to set up a custom connector in Claude, then use the values below.

Claude Desktop (alternative)

If you use Claude Desktop, add this block to your claude_desktop_config.json:

{
  "mcpServers": {
    "myhold": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://api.myhold.app/mcp"],
      "env": {
        "MYHOLD_API_TOKEN": "your-token-here"
      }
    }
  }
}

mcp-remote is a lightweight proxy that adds the Authorization header on every request. Install it with npm i -g mcp-remote if needed.

Step 3 — Verify the connection#

Once connected, ask Claude to confirm the server is reachable:

Use the MyHold connection-health tool to check the server is up.

A successful response looks like:

{
  "status": "ok",
  "version": "1.0.0",
  "timestamp": "2026-06-20T09:00:00.000Z"
}

What you can ask Claude#

Once connected, Claude can read and write to your live portfolio state. Here are starting prompts for the most common tasks:

Portfolio overview

List my portfolios and give me a summary of each one's current value and 24h performance.

Rebalancing analysis

Get the rebalance analysis for portfolio {portfolioId}. Which coins are most off-target? What trades would bring the portfolio back to target weights?

Market context

Get market insights and technical indicators for BTC and ETH. Is the current sentiment supportive of adding to positions?

Create an alert

Create a notification that fires when my Bitcoin position is more than $5,000 above my average cost. Send it to email and in-app.

Weekly review (full prompt)

You are my portfolio review agent. Do the following in order:

1. Call list-portfolios to get my portfolios.
2. For each portfolio, call get-portfolio-summary and get-portfolio-rebalance.
3. Call get-market-insights to read the current Fear & Greed Index.
4. Call get-technical-indicators for Bitcoin and Ethereum.
5. Write a short assessment: Is rebalancing warranted? Why or why not?
6. Call set-portfolio-rationale for each portfolio to record your assessment.

Be concise. Focus on data, not narrative.

Other MCP clients#

The same endpoint works with any MCP-compatible client. Pass the token in the Authorization: Bearer header.

For a complete walkthrough with code examples, see the blog post: How to Connect Your Own AI Agent to Your Crypto Portfolio with MCP →

Monthly call limits#

Every request your agent makes with an API or OAuth token counts toward a monthly allowance set by your plan. An MCP tool call that reads or writes portfolio data counts as one call, while connection-health and tool discovery are free. Using MyHold in the browser never counts.

Each response carries X-RateLimit-Limit and X-RateLimit-Remaining headers. When the allowance is spent, the API answers with HTTP 429 and the code API_CALL_LIMIT_REACHED until the first day of the next month (UTC). Upgrading raises the limit immediately. Your agent saves calls by reading get-portfolio-summary once instead of looking up wallets and coins one by one.

Who does what#

MyHold, your agent, and you each own one part of the workflow. Keeping those roles clear is what makes agent-driven portfolio work auditable.

Next Steps#