Quick Install — Run the MCP server with no installation required:
Features
Portfolio & Holdings
Multi-chain portfolio aggregation
- Wallet balances and DeFi positions
- Net worth in multiple currencies
- Token distribution overview
Transaction History
Complete transaction records
- Filter by chain, type, and date range
- Manual sync triggers
- Up to 250 results per query
Historical Snapshots
Time-series portfolio data
- Point-in-time snapshots
- Automatic daily subscriptions
- Performance tracking
Specialized Data
Additional capabilities
- Solana airdrop eligibility
- Polymarket positions
- x402 agent payment support
Installation
- npx (Recommended)
- npm
- pnpm
No installation required — run directly:
Configuration
You’ll need an Octav API key. Get one at data.octav.fi.Claude Desktop
- macOS
- Windows
Edit
~/Library/Application Support/Claude/claude_desktop_config.json:Cursor
Go to Cursor Settings > MCP and add a new global MCP server:VS Code (Copilot)
Add to your VS Codesettings.json:
Claude Code
Add the MCP server to your project with the Claude Code CLI:Available Tools
The MCP server exposes 14 tools organized by category. Most tools cost 1 credit per address.Portfolio & Holdings
octav_get_portfolio
octav_get_portfolio
Complete portfolio including wallet holdings and DeFi positions across 20+ blockchains.
Cost: 1 credit per address
octav_get_wallet
octav_get_wallet
Wallet token balances only (excludes DeFi protocol positions).
Cost: 1 credit per address
octav_get_token_overview
octav_get_token_overview
Aggregated token distribution across all chains.
Cost: 1 credit per address
Transactions
octav_get_transactions
octav_get_transactions
Query transaction history with filtering and pagination.
Cost: 1 credit per address
octav_sync_transactions
octav_sync_transactions
Trigger manual transaction synchronization for immediate indexing.
Cost: 1 credit per address
Historical & Snapshots
octav_get_historical
octav_get_historical
Portfolio snapshot for a specific past date.
Cost: 1 credit per address
octav_subscribe_snapshot
octav_subscribe_snapshot
Subscribe to automatic daily portfolio snapshots.
Cost: 1,200 credits
Metadata
octav_get_status
octav_get_status
Check sync status of addresses across all chains.
Cost: Free
octav_get_credits
octav_get_credits
Check API credit balance and usage.No parameters required.Cost: Free
Specialized
octav_get_airdrop
octav_get_airdrop
Check airdrop eligibility for a Solana address.
Cost: 1 credit
octav_get_polymarket
octav_get_polymarket
Get Polymarket prediction market positions.
Cost: 1 credit
octav_agent_wallet
octav_agent_wallet
Wallet holdings via x402 payment protocol for AI agents with automatic payment.
Cost: Paid via HTTP 402 payment protocol
octav_agent_portfolio
octav_agent_portfolio
Full portfolio via x402 payment protocol for AI agents with automatic payment.
Cost: Paid via HTTP 402 payment protocol
Example Prompts
Once the MCP server is connected, you can ask your AI assistant questions like:Error Handling
The MCP server returns clear error messages for common issues:Resources
GitHub
Source code and issues
API Docs
Full REST API reference
Pricing
Credit packages and costs