What tools does the portfoliofit MCP server provide?

portfoliofit exposes 2 tools: calculate_portfolio_constraints, evaluate_portfolio_alignment. This list was returned by the running server when we connected to it.

Does portfoliofit require an API key?

No. portfoliofit answered a tools/list request without credentials.

How do I install portfoliofit?

Run: claude mcp add --transport http portfoliofit https://portfolio.fit/mcp. One-click install links for Cursor and VS Code are also available on the server's page.

Connection check verified live · 27h ago

portfoliofit

Check normalized portfolios against mandates and calculate allocation constraints.

Finance & crypto AI & LLM tooling

Install

Remote (HTTP)

claude mcp add --transport http portfoliofit https://portfolio.fit/mcp

Tools 2

GitHub stars —

Installs / wk —

Licence —

Transport streamable-http

Last checked 27h ago

Tools & capabilities

2 tools

Read from the running server on 27h ago.

calculate_portfolio_constraints holdings*constraints*base_currencyidempotency_key*source_warningscomposition_scope

Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.

evaluate_portfolio_alignment rulesmandateholdings*base_currencyportfolio_nameidempotency_key* +2

Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.

Context cost

Light

Connecting this server adds 2 tool definitions to every request — roughly 180 tokens before you ask anything.

Adds little to your context. Safe to keep connected.

Estimated at ~90 tokens per tool. Actual size varies with schema complexity — treat this as an order of magnitude, not a measurement.

both mention “portfolios” · 4 tools

openmandate-mcp verified live · 20h ago

both mention “mandates” · 15 tools

x402-payagent-mcp local install

both mention “mandates” · 12 tools

glacier-grep local install

both mention “allocation”

china-phone verified live · 27h ago

both mention “allocation” · 2 tools

cbm verified live · 20h ago

both mention “calculate” · 1 tools

Ranked by shared tools where both expose an inventory, otherwise by shared wording.

Source & links

Registry: fit.portfolio/portfoliofit
Endpoint: https://portfolio.fit/mcp
Sources: registry