MCP Tools Reference
These are the everyday tools your AI uses to read your portfolio, manage transactions, and connect wallets. You don't call these directly — instead, you ask your AI things in plain English ("show my top holdings", "add a manual BTC purchase") and it picks the right tool. This page lists what each tool does, along with example prompts you can try.
Tip: Skim the example prompts under each tool to get a feel for what kinds of questions work well.
Looking for something else? Data-quality checks live in Reconciliation tools, and accounting/ERP (Xero & QuickBooks) tools live in Accounting & ERP tools.
Portfolio tools
Read your account, holdings, and historical portfolio value.
get_user_info
Returns your basic Kryptos account info (name, email, workspace).
Required Scope: profile
Parameters: None
Example prompt:
"Show me my Kryptos account profile"
get_holdings
Returns your current crypto holdings — each asset's amount, value, cost basis, unrealized P&L, and 24-hour change.
Required Scope: portfolios:read
Parameters:
| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
limit | number | No | 100 | Max holdings (max: 1000) |
offset | number | No | 0 | Pagination offset |
Example prompt:
"Show my top 10 holdings by market value"
get_holdings_graph
Returns the data points for charting your portfolio value (and cost basis) over time.
Required Scope: portfolios:read
Parameters:
| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
days | number | No | 7 | Number of days (1-365) |
portfolioId | string | No | — | Portfolio ID filter |
Example prompt:
"Plot my portfolio value over the last 30 days"
Transaction tools
Search, summarize, recategorize, and add transactions.
get_transactions
Search your transaction history with detailed filters. Use get_integrations first if you need to look up a wallet ID.
Required Scope: transactions:read
Parameters:
| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
walletId | string | No | — | Filter by wallet ID (comma-separated) |
currencyId | string | No | — | Filter by currency/asset ID (comma-separated) |
trxId | string | No | — | Find specific transaction by ID |
transactionType | string | No | — | Type: swap, deposit, withdraw |
label | string | No | — | Filter by label (comma-separated) |
timeStart | string | No | — | Start date (ISO 8601) |
timeEnd | string | No | — | End date (ISO 8601) |
isNft | boolean | No | — | Filter NFT transactions |
isMissingPrice | boolean | No | — | Filter missing price data |
isMissingPurchase | boolean | No | — | Filter missing purchase data |
isEdited | boolean | No | — | Filter manually edited |
isManual | boolean | No | — | Filter manually created |
order | string | No | — | Sort: asc or desc |
limit | number | No | 100 | Max results (max: 1000) |
offset | number | No | 0 | Pagination offset |
Example prompts:
"Show my last 20 transactions" "Find all swap transactions from January 2024"
get_transaction_summary
Returns totals and breakdowns of your transaction activity over a time period — useful for "how much did I trade last quarter?" type questions.
Required Scope: transactions:read
Parameters:
| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
timeStart | string | No | — | Start date (ISO 8601) |
timeEnd | string | No | — | End date (ISO 8601) |
Example prompt:
"Summarize my transaction activity for Q1 2024"
get_supported_labels
Returns the full catalogue of labels (categories) you can apply to transactions, the underlying transaction types (deposit, withdrawal, trade, transfer, payment), and which type each label maps to. Your AI uses this so it only applies labels Kryptos actually accepts — anything else is rejected.
Required Scope: transactions:read
Parameters: None
Example prompt:
"What labels can I use to categorize my transactions?"
update_transaction_label
Changes the category (label) on one transaction — for example, marking a transfer as "Staking Rewards". The label must be one of the values from get_supported_labels.
Required Scope: transactions:write
Parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
transactionId | string | Yes | Transaction ID to update |
label | string | Yes | New Kryptos label (from supported labels) |
reason | string | No | Reason for the change |
Example prompt:
"Categorize transaction abc123 as 'Staking Rewards'"
bulk_update_transaction_labels
Changes the category on up to 100 transactions in one go — handy after a big import where everything came in with generic labels.
Required Scope: transactions:write
Parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
transactionIds | string[] | Yes | Transaction IDs to update (max 100) |
label | string | Yes | New Kryptos label to apply |
reason | string | No | Reason for the changes |
Example prompt:
"Mark all 50 incoming UNI transactions as 'Airdrops'"
create_manual_transaction
Adds transactions Kryptos doesn't already know about — old purchases from before you started tracking, off-chain trades, gifts, and so on. You can add up to 50 at once.
Required Scope: transactions:write
Parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
walletId | string | Yes | Wallet ID (from get_integrations) |
transactions | object[] | Yes | Array of transaction objects (max 50) |
Transaction Object Fields:
| Field | Type | Required | Description |
|---|---|---|---|
timestamp | number | Yes | Unix timestamp in milliseconds |
transactionType | string | Yes | deposit, withdrawal, trade, or payment |
transactionId | string | Yes | Unique ID (e.g., manual_BTC_buy_2024) |
description.title | string | No | Transaction title |
description.desc | string | No | Transaction description |
sentCurrency.currency | string | Conditional | Currency sent |
sentCurrency.amount | number | Conditional | Amount sent |
receivedCurrency.currency | string | Conditional | Currency received |
receivedCurrency.amount | number | Conditional | Amount received |
fee.currency | string | No | Fee currency |
fee.amount | number | No | Fee amount |
netValue.fiatValue | number | No | Fiat value at transaction time |
label | string | No | Kryptos label for categorization |
Example prompt:
"Add a manual BTC purchase of 0.5 BTC for $20,000 on January 15, 2024 in my Coinbase wallet"
DeFi & NFT tools
Inspect positions outside your spot wallet.
get_defi_holdings
Returns your DeFi positions — anything lent, staked, farmed, or open as a derivative.
Required Scope: portfolios:read
Parameters:
| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
source | string | No | — | Comma-separated sources |
protocol | string | No | — | Comma-separated protocols |
chain | string | No | — | Comma-separated chains |
limit | number | No | 100 | Max results (max: 1000) |
offset | number | No | 0 | Pagination offset |
Example prompt:
"Show my staking positions on Ethereum"
get_nft_holdings
Returns the NFTs in your wallets, with collection info like floor price and traits.
Required Scope: portfolios:read
Parameters:
| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
source | string | No | — | Comma-separated sources |
collection | string | No | — | Comma-separated collections |
chain | string | No | — | Comma-separated chains |
tokenId | string | No | — | Specific NFT token ID |
contract | string | No | — | Specific contract address |
limit | number | No | 100 | Max results (max: 1000) |
offset | number | No | 0 | Pagination offset |
Example prompt:
"List my Bored Ape NFTs with floor prices"
Profiling & integrations
Higher-level insights and a list of everything connected.
get_profiling
Returns a big-picture view of your activity — your investor "type" (e.g. NFT Maniac, DeFi Hodler, Futures Trader, Hodler, BTC Keeper, Degen), a portfolio overview, asset breakdown, and recent activity summary.
Required Scope: profile
Parameters: None
Example prompt:
"Analyze my trading profile and give me portfolio insights"
get_integrations
Lists every wallet, exchange, and blockchain you've connected to Kryptos. Use this when you need a wallet ID to pass to another tool.
Required Scope: integrations:read
Parameters:
| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
page | number | No | 1 | Page number |
pageSize | number | No | 25 | Items per page (max: 200) |
searchedKey | string | No | — | Search term for integration names/addresses |
Example prompt:
"Show all my connected exchanges and wallets"
Wallets & portfolios
Connect new wallets/exchanges and (for enterprise workspaces) organize them into portfolios.
get_integration_metadata
Lists the supported providers (exchanges, wallets, blockchains) and the exact credential fields each one needs. Your AI calls this before add_wallet so it knows what to ask you for (e.g. API key + secret for an exchange, an address for a blockchain).
Required Scope: integrations:read
Parameters:
| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
providerId | string | No | — | A specific provider (e.g. binance, ethereum). Omit to list all. |
Example prompt:
"What do I need to connect my Binance account?"
add_wallet
Connects a wallet, exchange, or blockchain address to your workspace. A sync starts automatically once it's added.
Required Scope: integrations:write
Parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
id | string | Yes | Provider id from get_integration_metadata (e.g. binance, ethereum) |
alias | string | Yes | A unique, friendly name for this wallet |
apiKey / secret | string | Conditional | Credentials for exchange (api-key) providers |
accountName / password / memo | string | Conditional | Extra credentials some providers require |
address | string | Conditional | Public address for blockchain providers |
chainId | number | Conditional | EVM chain id for multi-chain blockchains |
isCustomWallet | boolean | No | Add an address that isn't a registered provider |
skipInitialSync | boolean | No | Add without triggering an immediate sync |
portfolioId | string | Conditional | Portfolio to assign this integration to. Required for enterprise workspaces. |
portfolioName | string | No | Portfolio name matching portfolioId |
Enterprise workspaces: every integration must belong to a portfolio. Your AI checks your workspace type (via
get_user_info), and if it's enterprise it will pick or create a portfolio first (see below) and pass itsportfolioId. Without one, the add is rejected. Retail workspaces don't need a portfolio.
Example prompt:
"Connect my Ethereum wallet 0xabc… to the Trading portfolio"
list_portfolios
Lists the portfolios in your workspace (id + name). Portfolios group integrations together.
Required Scope: portfolios:read
Parameters: None
Example prompt:
"What portfolios do I have?"
create_portfolio
Creates a new portfolio. Idempotent by name — if a portfolio with that name already exists, it returns the existing one. Useful in enterprise workspaces when no suitable portfolio exists yet.
Required Scope: portfolios:write
Parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
name | string | Yes | Portfolio name |
logo | string | No | Optional logo URL |
Example prompt:
"Create a portfolio called 'Long-term Holds'"
Working with lots of results
Most tools return results in pages so the response stays manageable. If you have hundreds or thousands of transactions, your AI will page through them automatically when needed — you usually don't need to think about this.
For reference:
| Parameter | Default | Max | What it does |
|---|---|---|---|
limit | 100 | 1000 | How many items to return at once |
offset | 0 | — | How many items to skip (for the next page) |
get_integrations uses page / pageSize instead (default 25, max 200 per page).
Next steps
- Reconciliation tools → – Find and fix gaps in your data
- Accounting & ERP tools → – Categorize for accounting and sync journals to Xero / QuickBooks
- MCP overview → – Setup and configuration