Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
An agent's trading state — portfolio value, PnL, live balances, trade feed, and signed transfers.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
THREE_WS_BASE, THREE_WS_TIMEOUT_MS, THREE_WS_SESSION, SOLANA_RPC_URL, SOLANA_SECRET_KEY, MAX_SOL_PER_TX, RECIPIENT_ALLOWLIST, REQUIRE_CONFIRM标为机密的值是你账户的钥匙。千万不要分享给别人,也不要粘贴到聊天里。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
打开 Claude Desktop → Settings → Developer → Edit Config,把下面的内容粘贴到 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"
}
}
}
}在终端中运行这条命令
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运行前请先填写空着的值。
粘贴到项目中的 .cursor/mcp.json,或 ~/.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"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"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"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
这个服务器在你的电脑上运行,而 ChatGPT 只能连接互联网上的服务器。请选择其他应用。
你的选择通过 Cookie 保存在这台设备上,无需账户。
THREE_WS_BASE envTHREE_WS_TIMEOUT_MS envSOLANA_RPC_URL envMAX_SOL_PER_TX envRECIPIENT_ALLOWLIST envREQUIRE_CONFIRM env这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
它在你的电脑上运行;安装后,工具列表会显示在你的 AI 应用中。
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日
注册名称已通过 GitHub 账户 nirholas 验证,该账户拥有此仓库
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
它在你的电脑上运行,没有互联网端点
在你的电脑上运行,改用本地设置
它在你的电脑上运行;我们只能读取互联网端点的工具列表
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
你需要填写:THREE_WS_SESSION, SOLANA_SECRET_KEY
它在你的电脑上运行。你的 AI 应用会在需要时启动它,数据不会经过作者的服务器(除非它自己调用在线服务)。
GitHub 仓库最后更新于–,最新版本(0.1.2)于27天前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。你的电脑上还需要有 Node.js。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
@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.
npm install @three-ws/portfolio-mcp
Or run with npx (no install):
npx @three-ws/portfolio-mcp
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
| 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.
`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).
Two different questions, two different tools:
get_portfolio_summary / get_portfolio_asset — live holdings priced in USD.get_trades_feed — realized PnL per closed position (entry/exit in SOL, profit %, multiple, hold time).send_transfersend_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:
REQUIRE_CONFIRM is on (the default) — the first call without it returns a refusal, not a broadcast.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.
https://three.ws (or your own THREE_WS_BASE) and a Solana RPC.| 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.
Part of the three.ws SDK suite — 3D AI agents, on-chain identity, and agent payments.
Website · Changelog · GitHub