three.ws Portfolio

Name: three.ws Portfolio
Author: nirholas

by nirholasversion 0.1.2i★ –iRuns on your computer

Registry nameio.github.nirholas/portfolio-mcp

Install

Overview

Description from the maker (original English)

An agent's trading state — portfolio value, PnL, live balances, trade feed, and signed transfers.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs on your computer
Transport: stdio
Category: Accounting, finance & tax
You need to fill in: THREE_WS_SESSION, SOLANA_SECRET_KEY

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 1 of 1 passed
Runs on your computer with your user’s permissions (files, network, apps).
You fill in yourself: THREE_WS_BASE, THREE_WS_TIMEOUT_MS, THREE_WS_SESSION, SOLANA_RPC_URL, SOLANA_SECRET_KEY, MAX_SOL_PER_TX, RECIPIENT_ALLOWLIST, REQUIRE_CONFIRM

Values marked secret are keys to your account. Never share them or paste them into a chat.

You need

npmNode.js installed (for the npx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

{
  "mcpServers": {
    "portfolio": {
      "command": "npx",
      "args": [
        "-y",
        "@three-ws/portfolio-mcp"
      ],
      "env": {
        "THREE_WS_BASE": "your-value",
        "THREE_WS_TIMEOUT_MS": "your-value",
        "THREE_WS_SESSION": "your-value",
        "SOLANA_RPC_URL": "your-value",
        "SOLANA_SECRET_KEY": "your-value",
        "MAX_SOL_PER_TX": "your-value",
        "RECIPIENT_ALLOWLIST": "your-value",
        "REQUIRE_CONFIRM": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add portfolio --env THREE_WS_BASE=your-value --env THREE_WS_TIMEOUT_MS=your-value --env THREE_WS_SESSION=your-value --env SOLANA_RPC_URL=your-value --env SOLANA_SECRET_KEY=your-value --env MAX_SOL_PER_TX=your-value --env RECIPIENT_ALLOWLIST=your-value --env REQUIRE_CONFIRM=your-value -- npx -y @three-ws/portfolio-mcp

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "portfolio": {
      "command": "npx",
      "args": [
        "-y",
        "@three-ws/portfolio-mcp"
      ],
      "env": {
        "THREE_WS_BASE": "your-value",
        "THREE_WS_TIMEOUT_MS": "your-value",
        "THREE_WS_SESSION": "your-value",
        "SOLANA_RPC_URL": "your-value",
        "SOLANA_SECRET_KEY": "your-value",
        "MAX_SOL_PER_TX": "your-value",
        "RECIPIENT_ALLOWLIST": "your-value",
        "REQUIRE_CONFIRM": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "portfolio": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@three-ws/portfolio-mcp"
      ],
      "env": {
        "THREE_WS_BASE": "your-value",
        "THREE_WS_TIMEOUT_MS": "your-value",
        "THREE_WS_SESSION": "your-value",
        "SOLANA_RPC_URL": "your-value",
        "SOLANA_SECRET_KEY": "your-value",
        "MAX_SOL_PER_TX": "your-value",
        "RECIPIENT_ALLOWLIST": "your-value",
        "REQUIRE_CONFIRM": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.

Your choice stays on this device in a cookie; no account needed.

Values you fill in

THREE_WS_BASE env
Base 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_MS env
Per-request timeout in milliseconds for the live three.ws API reads.
THREE_WS_SESSION secret env
Your 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…
SOLANA_RPC_URL env
Solana 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_KEY secret required env
Base58-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. Tr…
MAX_SOL_PER_TX env
Per-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_ALLOWLIST env
Optional comma-separated base58 pubkeys. When set, send_transfer refuses any recipient not in the list.
REQUIRE_CONFIRM env
When on (default), send_transfer refuses until re-issued with confirm:true. Set 0/false to disable the gate.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Runs on your computer; the tool list appears in your AI app after you install it.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account nirholas, which owns the repo
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
– Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
– Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
… Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints

Compared with others in Accounting, finance & taxi

More stars than 0% of the other 1734 servers in this category
Published to the registry more recently than 59% of the other 1734 servers in this category
Basic checks equal to or better than 100% of the other 1734 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is three.ws Portfolio safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: THREE_WS_SESSION, SOLANA_SECRET_KEY

Does it run on my computer or in the cloud?

It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).

Is it still maintained?

The GitHub repo last changed –, and the latest version (0.1.2) reached the registry 27 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.

What can I use instead?

In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

@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.

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": " ", "SOLANA_SECRET_KEY": " " } } } }

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

Tool	Type	What it does
`get_portfolio_summary`	read · session	Live holdings + USD value across every agent wallet you own, with a per-wallet breakdown. Optional snapshot.
`get_portfolio_history`	read · session	Your total portfolio USD value over time, from stored snapshots — the performance chart.
`get_portfolio_asset`	read · session	One token deep-dive: which wallets hold it, your total amount/USD, plus live market data and a price-history chart.
`get_trades_feed`	read · public	The platform-wide feed of closed positions and their realized PnL — newest exit first, filterable by coin.
`get_wallet_balances`	read · public	Live on-chain SOL + SPL (incl. Token-2022) balances for any Solana address, straight from the RPC.
`send_transfer`	write · destructive	Sign 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

Variable	Required	Default
`THREE_WS_BASE`	no	`https://three.ws`
`THREE_WS_TIMEOUT_MS`	no	`20000`
`THREE_WS_SESSION`	for account-scoped reads	—
`SOLANA_RPC_URL`	no	`https://api.mainnet-beta.solana.com`
`SOLANA_SECRET_KEY`	for `send_transfer`	—
`MAX_SOL_PER_TX`	no	`0.5`
`RECIPIENT_ALLOWLIST`	no	— (any valid pubkey allowed)
`REQUIRE_CONFIRM`	no	`true`

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.

three.ws Portfolio

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Accounting, finance & taxi

Common questions

Alternatives

Finance Toolkit

SolidInvoice

Korea Tax Calculator

README from the maker

Install

Quick start

Tools

Input parameters

Realized vs. live value

The write tool — send_transfer

Requirements

Environment variables

Links

The write tool — `send_transfer`