Connect via MCP

MyHold exposes your portfolios, wallets, market insights, notifications, and rebalancing data as structured tools over MCP (Model Context Protocol). Connect Claude or any other MCP-compatible agent once and it can read and act on your live portfolio state without scraping the UI or writing custom integration code.

New to Claude connectors? Anthropic has a step-by-step guide for setting up remote MCP in Claude: Get started with custom connectors using remote MCP →

MCP Tools#

AI agents can interact with Connect via MCP through the MyHold MCP server:

Tool	Description
`connection-health`	Check that the MCP server is reachable and return server version.
`list-portfolios`	List all portfolios for the authenticated user.
`get-portfolio-summary`	Get a portfolio summary with all wallets, coins, current values, and performance.
`get-portfolio-rebalance`	Get a rebalance analysis showing drift from target weights and suggested trades.
`get-market-insights`	Get the Fear & Greed Index and global crypto market metrics.
`get-technical-indicators`	Get RSI, MACD, Bollinger Bands, and other technical indicators for any coin.
`list-notifications`	List all price alerts and notification rules.
`create-notification`	Create a new price alert or portfolio notification rule.
`set-portfolio-rationale`	Write a rationale to a portfolio so the agent's reasoning is recorded.

Step 1 — Generate an API token#

Your agent authenticates with an API token, not your account password.

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

Never paste your API token in source files or share it publicly. If a token is compromised, revoke it from Settings and generate a new one.

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.

Field	Value
Connector URL	https://api.myhold.app/mcp
Authentication	Bearer token
Token	Your MyHold API token from Step 1

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.

Client	How to configure
Cursor	Settings → MCP Servers → Add. Transport: SSE, URL: https://api.myhold.app/mcp, Header: Authorization: Bearer <token>
Custom agent (Python)	Pass {"Authorization": "Bearer <token>"} in request headers on POST https://api.myhold.app/mcp
Other tools	Any client supporting Streamable HTTP MCP transport works with the same URL and Bearer token

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

MCP vs. the built-in Portfolio Agent#

Both paths operate on the same portfolio data and are not mutually exclusive. The right choice depends on how you want to run your workflow:

	Built-in Portfolio Agent	Your own agent via MCP
Scheduling	Cron-based, managed by MyHold	You manage the schedule
Model	MyHold-hosted	Your choice — Claude, GPT, custom
Setup	Configure strategy + triggers in the app	API token + MCP client config
Best for	Routine monitoring, automated analysis	On-demand queries, custom pipelines

For most setups: use the built-in agent for scheduled monitoring and connect Claude via MCP for on-demand questions and deeper analysis.