API & MCP

Bring your own agent. MyHold holds the state.

Connect any MCP-compatible agent or call the REST API with a personal token. Your agent reads structured portfolio state and market context, then writes alerts, staged commits, and rationales you can audit.

Your agent, step by step

# 1. Read state
get-portfolio-summary
get-portfolio-rebalance
# 2. Read context
get-market-insights
get-technical-indicators
# 3. Act inside your rules
commit-staged-portfolio
set-commit-rationale
# Result
{
  "commitId": "commit_001",
  "rationale": "BTC drifted to 55% (target 50%). Trimmed 0.08 BTC and restored ETH to 30%."
}

Example MCP tool sequence for a weekly rebalance

These are the same components used in the actual app. Sign up free to use them with your real data.

Why API & MCP?

Works With Your Agent

Claude, Claude Code, Cursor, and custom LLM agents connect through the same MCP endpoint with one API token.

Structured Portfolio State

Portfolios, wallets, coins, weights, cost basis, and drift arrive as consistent JSON your agent can act on reliably.

Staged Commits & Rationales

In staged mode, your agent applies changes as one atomic commit and records why. Every decision lands in an auditable history.

Token-Based Permissions

Generate personal API tokens in settings and revoke them at any time. Full OpenAPI documentation covers every endpoint.

How It Works

1

Generate a token

Open Settings → API Tokens and create a personal token for your agent.

2

Connect your agent

Add MyHold as an MCP server in Claude, Cursor, or your custom agent, or call the REST API directly.

3

Define the rules

Write your strategy as a portfolio rationale, set target weights, and enable staged mode so changes arrive as reviewable commits.

4

Review the audit trail

Read commit history, rationales, and alert logs to see what your agent changed and why.

Real-World Examples

"Check drift on my long-term portfolio and commit a rebalance if anything is 5% off target."

Your agent reads the rebalance view, applies changes as a staged commit, and attaches the rationale.

"Create an alert when ETH falls 10% below my average cost and push it to my phone."

Your agent writes the alert rule and MyHold evaluates it against live prices around the clock.

"Summarize market sentiment and RSI for my holdings before my weekly review."

Market insights and technical indicators are available to your agent as structured tools.

Connect your agent to your portfolio

MCP and API access are included on every plan, including Free.