Model Context Protocol

Talk to your portfolio. From Claude.

Plug MyMonitorly into your Claude client in 2 minutes. Read-only, revocable, free.

Get my API token

Claude Desktop

Claude.ai

Claude Code

MyMonitorly

How it works

1

Sign in to MyMonitorly

Go to the MCP page in the app and generate a personal API token. It is hashed at rest and shown only once.

2

Paste the snippet into your Claude client

We give you a ready-to-paste JSON config for Claude Desktop, instructions for Claude.ai custom connectors, and a one-line command for Claude Code.

3

Ask Claude about your portfolio

“What’s my drawdown this month?”, “What are my top 5 holdings?”, “Give me a weekly recap.” Claude reads from MyMonitorly in real time.

Tools Claude can use

Functions exposed over MCP

GetRecap()

Full portfolio recap for daily, weekly, monthly, annual or all-time.

GetHoldings()

Your positions with current value and 24h variation.

GetPortfolioOverview()

High-level totals, volatility, drawdown.

GetOndoAssets()

Ondo Finance catalog: tokenized ETFs, T-bills, and on-chain products. Call when suggesting on-chain alternatives.

Security first

Tokens hashed with BCrypt — never stored in plain text on our side.

Read-only access. No tool can change or remove anything from your portfolio.

Revoke a token instantly from the dashboard. Open Claude sessions stop working immediately.

Per-token rate limiting on every request. No data ever leaves over an unauthenticated channel.

Ready to talk to your portfolio?

Create your free account and connect Claude in less than 2 minutes.

Start free