mcpField
T
three.ws Portfolio

three.ws Portfolio

Local
three.wsFinance255Updated today

About three.ws Portfolio

three.ws Portfolio is an MCP server giving an AI agent access to its own trading state, including portfolio value, PnL, live balances, and closed-trade records. It also provides one write tool that signs and broadcasts Solana transfers locally. It targets operators of agents that hold and move tokens.

Key features

  1. 01Portfolio USD value across owned agent wallets
  2. 02Portfolio value history from stored snapshots
  3. 03Single-token position with market data
  4. 04Closed trades filtered by coin with realized PnL
  5. 05Local signing of SOL or SPL token transfers

Use cases

  1. 01Check the current USD value of agent holdings
  2. 02Review realized PnL from closed trades
  3. 03Look up on-chain SOL and SPL balances for a Solana address

MCP support

The server exposes portfolio, asset, trade feed, balance, and transfer tools to MCP clients. The transfer tool signs locally with the user's own key and broadcasts a mainnet transaction.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
"mcpServers": {
"nirholas-portfolio": {
"command": "npx",
"args": [
"-y",
"@three-ws/portfolio-mcp"
],
"env": {
"THREE_WS_BASE": "<THREE_WS_BASE>",
"THREE_WS_TIMEOUT_MS": "<THREE_WS_TIMEOUT_MS>",
"THREE_WS_SESSION": "<THREE_WS_SESSION>",
"SOLANA_RPC_URL": "<SOLANA_RPC_URL>",
"SOLANA_SECRET_KEY": "<SOLANA_SECRET_KEY>",
"MAX_SOL_PER_TX": "<MAX_SOL_PER_TX>",
"RECIPIENT_ALLOWLIST": "<RECIPIENT_ALLOWLIST>",
"REQUIRE_CONFIRM": "<REQUIRE_CONFIRM>"
}
}
}
}
Run commandnpx -y @three-ws/portfolio-mcp
Environment variables to set
THREE_WS_BASEBase URL of the three.ws API that serves the portfolio + trades endpoints. Override only when self-hosting or targeting a preview deployment.
THREE_WS_TIMEOUT_MSPer-request timeout in milliseconds for the live three.ws API reads.
THREE_WS_SESSIONSecretYour three.ws session token (the value of the `__Host-sid` cookie from a signed-in browser). Required for the account-scoped reads — get_portfolio_summary, get_portfolio_history, get_portfolio_asset — which return data for the agents YOU own. The public trade feed and on-chain balance reads do not need it. Treat like a password.
SOLANA_RPC_URLSolana mainnet RPC endpoint used by get_wallet_balances and send_transfer. Defaults to https://api.mainnet-beta.solana.com — bring your own (Helius / Quicknode / Triton) for production traffic.
SOLANA_SECRET_KEYSecretBase58-encoded Solana secret key for the wallet that send_transfer signs from. REQUIRED for send_transfer (the only write tool); a per-call `secret` arg overrides it. Not needed for any read tool. Treat like cash.
MAX_SOL_PER_TXPer-transaction spend cap in SOL for native SOL transfers via send_transfer. Bounds the blast radius of a leaked key or an injected argument.
RECIPIENT_ALLOWLISTOptional comma-separated base58 pubkeys. When set, send_transfer refuses any recipient not in the list.
REQUIRE_CONFIRMWhen on (default), send_transfer refuses until re-issued with confirm:true. Set 0/false to disable the gate.

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npm@three-ws/portfolio-mcp0.1.2

Tools

6

Saved tool list · updated 2w ago

ParameterTypeRequiredDescription
snapshotbooleanNoWhen true, also persist this total as a portfolio snapshot (feeds get_portfolio_history). Default false.

Details

From the project README

three.ws

@three-ws/portfolio-mcp

An AI agent's own trading state over MCP — portfolio value, PnL, live balances, the public trade feed, and one real write: a signed on-chain Solana transfer.

npm license node MCP Registry three.ws


A Model Context Protocol server that gives an AI agent programmatic access to its own trading state over stdio: what it holds, how that value moves over time, a single token's position with live market data, the platform-wide feed of closed trades and their realized PnL, live on-chain balances for any wallet — and one real write, a signed Solana transfer of SOL or any SPL token.

Reads hit the live three.ws API and Solana RPC — nothing is mocked. The account-scoped reads run against the agent wallets you own (resolved from your three.ws session). The one write, send_transfer, signs locally with your own key and moves real funds on mainnet.

Install

npm install @three-ws/portfolio-mcp

Or run with npx (no install):

npx @three-ws/portfolio-mcp

Quick start

Claude Code, one line:

claude mcp add portfolio -- npx -y @three-ws/portfolio-mcp

Claude Desktop / Cursor (claude_desktop_config.json or mcp.json):

{
	"mcpServers": {
		"portfolio": {
			"command": "npx",
			"args": ["-y", "@three-ws/portfolio-mcp"],
			"env": {
				"THREE_WS_SESSION": "<your __Host-sid cookie>",
				"SOLANA_SECRET_KEY": "<base58 secret of the sending wallet>"
			}
		}
	}
}

THREE_WS_SESSION is only needed for the account-scoped reads; SOLANA_SECRET_KEY is only needed for send_transfer. The trade feed and on-chain balance reads work with no configuration at all.

Inspect the surface with the MCP Inspector:

npx -y @modelcontextprotocol/inspector npx @three-ws/portfolio-mcp

Tools

ToolTypeWhat it does
get_portfolio_summaryread · sessionLive holdings + USD value across every agent wallet you own, with a per-wallet breakdown. Optional snapshot.
get_portfolio_historyread · sessionYour total portfolio USD value over time, from stored snapshots — the performance chart.
get_portfolio_assetread · sessionOne token deep-dive: which wallets hold it, your total amount/USD, plus live market data and a price-history chart.
get_trades_feedread · publicThe platform-wide feed of closed positions and their realized PnL — newest exit first, filterable by coin.
get_wallet_balancesread · publicLive on-chain SOL + SPL (incl. Token-2022) balances for any Solana address, straight from the RPC.
send_transferwrite · destructiveSign and broadcast a real, irreversible Solana mainnet transfer of SOL or any SPL token from your own wallet.

Everything reads live state — balances, feeds, and broadcasts all move between calls — so no tool is idempotent. send_transfer is the only tool that mutates anything.

Input parameters

get_portfolio_summary — snapshot (bool, default false — also persist a history point).

get_portfolio_history — days (1–365, default 90).

get_portfolio_asset: chain (solana | evm, required), id (native or the base58 mint / 0x contract, required), days (1 to 365, default 30), chain_id (optional EVM chain id: 8453 Base, 1 Ethereum, 42161 Arbitrum, 10 Optimism, 137 Polygon, 56 BNB, and the other chains the platform indexes). Leave chain_id off and the API prices the contract on whatever chain your wallets hold it on, defaulting to Base; set it when the same address exists on more than one chain.

get_trades_feed — network (mainnet | devnet, default mainnet), window (1h | 6h | 24h | 7d | 30d | all, default 24h), min_pnl_pct (default 10), limit (1–80, default 40), cursor (ISO timestamp for pagination), mint (filter to one coin).

get_wallet_balances — address (base58, required), include_tokens (bool, default true).

send_transfer — recipient (base58, required), amount (decimal string, required), mint (base58 SPL mint; omit / native for SOL), secret (base58, overrides SOLANA_SECRET_KEY), priorityMicroLamports (0–50,000,000), confirm (must be true to execute).

Realized vs. live value

Two different questions, two different tools:

  • "What am I worth right now?" → get_portfolio_summary / get_portfolio_asset — live holdings priced in USD.
  • "How have my closed trades done?" → get_trades_feed — realized PnL per closed position (entry/exit in SOL, profit %, multiple, hold time).

The write tool — send_transfer

send_transfer broadcasts a real, irreversible transaction on Solana mainnet and moves funds out of the signing wallet. It signs locally with the per-call secret or SOLANA_SECRET_KEY — the three.ws API never holds your key. Guardrails:

  • confirm: true required while REQUIRE_CONFIRM is on (the default) — the first call without it returns a refusal, not a broadcast.
  • MAX_SOL_PER_TX caps native SOL sends (default 0.5 SOL).
  • RECIPIENT_ALLOWLIST, when set, restricts the destination to a known set.
  • The mint is runtime input — pass the $THREE mint or any SPL token you hold. No mint is hardcoded.

For an SPL transfer it reads the mint's decimals on-chain, verifies your balance, and auto-creates the recipient's associated token account when missing. On a confirmation timeout it returns tx_unconfirmed with the signature rather than silently retrying — check Solscan before resending to avoid a double-spend.

Requirements

  • Node.js >= 20.
  • Network access to https://three.ws (or your own THREE_WS_BASE) and a Solana RPC.
Environment variables
VariableRequiredDefault
THREE_WS_BASEnohttps://three.ws
THREE_WS_TIMEOUT_MSno20000
THREE_WS_SESSIONfor account-scoped reads—
SOLANA_RPC_URLnohttps://api.mainnet-beta.solana.com
SOLANA_SECRET_KEYfor send_transfer—
MAX_SOL_PER_TXno0.5
RECIPIENT_ALLOWLISTno— (any valid pubkey allowed)
REQUIRE_CONFIRMnotrue

THREE_WS_SESSION is the value of the __Host-sid cookie from a signed-in three.ws browser session. Treat it — and SOLANA_SECRET_KEY — like a password.

Links


Part of the three.ws SDK suite — 3D AI agents, on-chain identity, and agent payments.
Website · Changelog · GitHub

Comments

Markdown supported

New to MCP?

From what the protocol is to installing your first server, these answers cover most first questions.

An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.