Examples

See what happens when you connect an AI assistant to the Octav MCP server. Each example shows a human prompt and the rich analysis the AI produces after calling tools behind the scenes.

These examples use Claude Desktop with the Octav MCP server configured. The same conversations work in Cursor, VS Code Copilot, or any MCP-compatible client.

1. Portfolio Health Check

Ask your AI to analyze a wallet’s diversification and flag risks.

Prompt
AI Response

Analyze the portfolio health for 0x742d35Cc6634C0532925a3b844Bc9e7595f2bD68.
Give me asset allocation, diversification assessment, and any red flags.

Portfolio Health Report — 0x742d...2bD68

Total Value: $184,230.41

Asset Allocation
┌──────────────┬──────────┬────────┐
│ Asset        │ Value    │ Share  │
├──────────────┼──────────┼────────┤
│ ETH          │ $82,903  │ 45.0%  │
│ USDC         │ $38,088  │ 20.7%  │
│ WBTC         │ $27,634  │ 15.0%  │
│ ARB          │ $14,738  │  8.0%  │
│ AAVE (staked)│ $11,053  │  6.0%  │
│ Other (7)    │  $9,814  │  5.3%  │
└──────────────┴──────────┴────────┘

DeFi Positions
• Aave V3 (Ethereum): $27,400 supplied (USDC + ETH), $8,200 borrowed (USDC)
  Health factor: 2.14 — healthy
• Uniswap V3 (Arbitrum): ETH/USDC LP — $12,300, in range

Diversification Assessment: MODERATE
✓ Good stablecoin buffer (20.7%)
✓ Blue-chip heavy (ETH + WBTC = 60%)
✓ Active DeFi yield generation
⚠ 45% concentration in ETH — consider if this aligns with your risk tolerance
⚠ 8% in ARB — single L2 token exposure

Red Flags
⚠ No Solana or non-EVM diversification
⚠ Aave borrow position has no stop-loss — a 50% ETH drop would bring
  health factor to ~1.07 (liquidation risk)

Recommendation: Consider reducing ETH concentration to <35% and setting
up Aave alerts for health factor below 1.5.

2. Whale Wallet Research

Research an unfamiliar wallet’s recent activity to understand their strategy.

Prompt
AI Response

Research wallet 0xAb5801a7D398351b8bE11C439e05C5B3259aeC9B.
Show me their last 30 days of activity — what are they doing?

Wallet Research — 0xAb58...aeC9B (30-Day Activity)

Overview
• Current value: $2,847,102
• Transactions (last 30d): 47 total
• Most active chains: Ethereum (31), Arbitrum (12), Base (4)

Notable Activity

Swaps (18 transactions)
• Sold 400 ETH → USDC across 5 transactions ($1.34M total)
• Bought 12.5 WBTC using USDC ($812K)
• Pattern: Systematic ETH → BTC rotation over 2 weeks

DeFi (14 transactions)
• Deposited $500K USDC into Aave V3 (Ethereum) — earning 4.2% APY
• Added liquidity to Uniswap V3 WBTC/ETH pool on Arbitrum ($340K)
• Claimed $8,400 in ARB rewards

Transfers (15 transactions)
• 3 large transfers to a secondary wallet (total $420K in stablecoins)
• Regular small transfers from Coinbase ($2K-5K range)

Pattern Analysis
This wallet is executing a deliberate rotation from ETH to BTC while
parking profits in stablecoin yield. The systematic selling (not panic
dumps) and DeFi deployment suggest an experienced operator de-risking
ETH exposure while maintaining market participation through BTC and LP
positions.

3. Historical Performance Analysis

Compare portfolio value across multiple time points to track performance.

Prompt
AI Response

Compare my portfolio at 0x742d35Cc6634C0532925a3b844Bc9e7595f2bD68 across
three dates: 2024-01-01, 2024-07-01, and 2025-01-01.
Show me the performance timeline and what drove the changes.

Performance Timeline — 0x742d...2bD68

┌────────────┬────────────┬──────────┬────────────┐
│ Date       │ NAV        │ Change   │ Cumulative │
├────────────┼────────────┼──────────┼────────────┤
│ 2024-01-01 │ $98,420    │ —        │ —          │
│ 2024-07-01 │ $142,870   │ +$44,450 │ +45.2%     │
│ 2025-01-01 │ $184,230   │ +$41,360 │ +87.2%     │
└────────────┴────────────┴──────────┴────────────┘

Full-year return: +87.2% ($85,810)

Key Drivers

H1 2024 (+45.2%)
• ETH rally from $2,350 → $3,450 drove bulk of gains
• WBTC position appreciated ~40% with BTC's ETF momentum
• DeFi yields contributed ~$3,200

H2 2024 (+29.0%)
• ETH continued to $3,800, but gains moderated
• ARB position added in Q3 — up 65% by year-end
• Aave lending income: ~$4,100

vs. Benchmarks (2024 full year)
• ETH: +62% — you outperformed by 25.2pp
• BTC: +121% — you underperformed by 33.8pp
• 60/40 Crypto Index: +78% — you outperformed by 9.2pp

The outperformance vs ETH came from DeFi yield and the well-timed ARB
entry. Underperformance vs BTC reflects lower BTC allocation (15% vs
pure BTC hold).

4. DeFi Position Deep Dive

Get a detailed breakdown of token distribution across protocols.

Prompt
AI Response

Give me a detailed token distribution for 0x742d35Cc6634C0532925a3b844Bc9e7595f2bD68.
Break it down by protocol and include recommendations.

Token Distribution Deep Dive — 0x742d...2bD68
Snapshot date: 2025-01-15

By Token (Top Holdings)
┌──────────┬────────────┬────────┬──────────────────────────────┐
│ Token    │ Value      │ Share  │ Location                     │
├──────────┼────────────┼────────┼──────────────────────────────┤
│ ETH      │ $82,903    │ 45.0%  │ Wallet: $43,200              │
│          │            │        │ Aave V3: $27,400 (supplied)  │
│          │            │        │ Uniswap V3: $12,303 (LP)     │
├──────────┼────────────┼────────┼──────────────────────────────┤
│ USDC     │ $38,088    │ 20.7%  │ Wallet: $10,088              │
│          │            │        │ Aave V3: $28,000 (supplied)  │
├──────────┼────────────┼────────┼──────────────────────────────┤
│ WBTC     │ $27,634    │ 15.0%  │ Wallet: $27,634              │
├──────────┼────────────┼────────┼──────────────────────────────┤
│ ARB      │ $14,738    │  8.0%  │ Wallet: $14,738              │
├──────────┼────────────┼────────┼──────────────────────────────┤
│ AAVE     │ $11,053    │  6.0%  │ Staked (stkAAVE): $11,053    │
├──────────┼────────────┼────────┼──────────────────────────────┤
│ Other    │  $9,814    │  5.3%  │ Various (7 tokens)           │
└──────────┴────────────┴────────┴──────────────────────────────┘

By Protocol
┌────────────────────┬────────────┬────────┐
│ Protocol           │ Value      │ Share  │
├────────────────────┼────────────┼────────┤
│ Wallet (no proto.) │ $95,660    │ 51.9%  │
│ Aave V3            │ $55,400    │ 30.1%  │
│ Uniswap V3         │ $12,303    │  6.7%  │
│ Aave Staking       │ $11,053    │  6.0%  │
│ Other DeFi         │  $9,814    │  5.3%  │
└────────────────────┴────────────┴────────┘

Recommendations
1. ETH is spread across 3 locations — consider consolidating if you
   don't need the Aave collateral
2. WBTC is 100% idle in wallet — could earn 0.5-2% APY in lending
3. ARB is also idle — Arbitrum has native staking options worth
   exploring
4. Strong Aave presence (36.1% in Aave ecosystem) — monitor protocol
   risk concentration

5. Airdrop & Polymarket Check

Use two specialized tools in one conversation.

Prompt
AI Response

Two things:
1. Check if my Solana wallet 7xKXtg2CW87d97TXJSDpbD5jBkheTqA83TZRuJosgAsU
   is eligible for any airdrops
2. Show my Polymarket positions for 0x742d35Cc6634C0532925a3b844Bc9e7595f2bD68

1. Airdrop Eligibility — 7xKXtg...gAsU (Solana)

┌──────────────────┬────────────┬──────────────────────────┐
│ Program          │ Status     │ Details                  │
├──────────────────┼────────────┼──────────────────────────┤
│ Jupiter (JUP)    │ Eligible   │ 847 JUP (~$512)          │
│ Tensor (TNSR)    │ Claimed    │ 1,200 TNSR (claimed Apr) │
│ Parcl (PRCL)     │ Eligible   │ 340 PRCL (~$89)          │
│ Drift (DRIFT)    │ Not elig.  │ Min volume not met       │
└──────────────────┴────────────┴──────────────────────────┘

Action needed: 2 unclaimed airdrops worth ~$601 total.

---

2. Polymarket Positions — 0x742d...2bD68

┌────────────────────────────┬────────┬──────────┬──────────┐
│ Market                     │ Side   │ Shares   │ P&L      │
├────────────────────────────┼────────┼──────────┼──────────┤
│ ETH above $4k by March?    │ Yes    │ 500      │ +$142    │
│ Fed rate cut in Q1?        │ No     │ 1,200    │ -$86     │
│ Solana flips BNB by mcap?  │ Yes    │ 300      │ +$67     │
└────────────────────────────┴────────┴──────────┴──────────┘

Polymarket P&L: +$123 net (unrealized)

Summary: You have $601 in unclaimed airdrops on Solana and $123 in
unrealized Polymarket gains. The Jupiter airdrop is the largest —
I'd recommend claiming that first.

6. Multi-Wallet Treasury Overview

Aggregate multiple wallets across chains into one consolidated view.

Prompt
AI Response

Give me a consolidated treasury report for these 3 wallets:
- 0x742d35Cc6634C0532925a3b844Bc9e7595f2bD68 (operations)
- 0xAb5801a7D398351b8bE11C439e05C5B3259aeC9B (cold storage)
- 7xKXtg2CW87d97TXJSDpbD5jBkheTqA83TZRuJosgAsU (solana treasury)

Include chain exposure, top holdings, protocol distribution, and risk assessment.

Consolidated Treasury Report
3 wallets | 4 chains | Updated 2025-01-15

Total Treasury Value: $3,194,562

Wallet Breakdown
┌──────────────┬──────────────┬────────┐
│ Wallet       │ Value        │ Share  │
├──────────────┼──────────────┼────────┤
│ Cold Storage │ $2,847,102   │ 89.1%  │
│ Operations   │ $184,230     │  5.8%  │
│ Solana       │ $163,230     │  5.1%  │
└──────────────┴──────────────┴────────┘

Chain Exposure
┌──────────────┬──────────────┬────────┐
│ Chain        │ Value        │ Share  │
├──────────────┼──────────────┼────────┤
│ Ethereum     │ $2,640,800   │ 82.7%  │
│ Arbitrum     │ $247,432     │  7.7%  │
│ Solana       │ $163,230     │  5.1%  │
│ Base         │ $143,100     │  4.5%  │
└──────────────┴──────────────┴────────┘

Top 5 Holdings (Aggregated)
┌──────────┬──────────────┬────────┐
│ Token    │ Value        │ Share  │
├──────────┼──────────────┼────────┤
│ ETH      │ $1,482,300   │ 46.4%  │
│ USDC     │ $738,200     │ 23.1%  │
│ WBTC     │ $512,430     │ 16.0%  │
│ SOL      │ $141,800     │  4.4%  │
│ ARB      │ $98,200      │  3.1%  │
└──────────┴──────────────┴────────┘

Protocol Distribution
┌──────────────────┬──────────────┬────────┐
│ Protocol         │ Value        │ Share  │
├──────────────────┼──────────────┼────────┤
│ Wallet (idle)    │ $2,206,400   │ 69.1%  │
│ Aave V3          │ $582,800     │ 18.2%  │
│ Uniswap V3       │ $253,200     │  7.9%  │
│ Marinade         │ $98,400      │  3.1%  │
│ Other            │ $53,762      │  1.7%  │
└──────────────────┴──────────────┴────────┘

Risk Assessment
✓ Strong stablecoin position (23.1%) — good liquidity buffer
✓ Blue-chip dominated (ETH + BTC + SOL = 66.8%)
✓ DeFi positions in battle-tested protocols

⚠ HIGH: 89.1% of treasury in a single wallet (cold storage)
  → Consider distributing across additional cold wallets
⚠ MEDIUM: 82.7% on Ethereum — high chain concentration
  → Evaluate L2 migration for operational funds
⚠ MEDIUM: 69.1% of assets are idle (not earning yield)
  → $2.2M could be deployed in low-risk lending
⚠ LOW: Solana treasury is 5.1% — acceptable for diversification

What’s Happening Behind the Scenes

When you ask a question, the AI assistant automatically selects and calls the right Octav MCP tools. You never need to specify tool names or parameters — just ask in natural language. For example, the Multi-Wallet Treasury example above triggered these tool calls:

octav_get_portfolio — fetched full holdings for all 3 wallets in one call
octav_get_nav — got the total NAV for each wallet
octav_get_token_overview — pulled aggregated token distribution

The AI then synthesized these raw data responses into the formatted treasury report with risk analysis. Each tool call costs 1 credit per address — so this full report used ~9 credits total.

MCP Server

1. Portfolio Health Check

2. Whale Wallet Research

3. Historical Performance Analysis

4. DeFi Position Deep Dive

5. Airdrop & Polymarket Check

6. Multi-Wallet Treasury Overview

What’s Happening Behind the Scenes

Next Steps

Install MCP Server

Available Tools

Get API Key

​1. Portfolio Health Check

​2. Whale Wallet Research

​3. Historical Performance Analysis

​4. DeFi Position Deep Dive

​5. Airdrop & Polymarket Check

​6. Multi-Wallet Treasury Overview

​What’s Happening Behind the Scenes

​Next Steps

Install MCP Server

Available Tools

Get API Key

1. Portfolio Health Check

2. Whale Wallet Research

3. Historical Performance Analysis

4. DeFi Position Deep Dive

5. Airdrop & Polymarket Check

6. Multi-Wallet Treasury Overview

What’s Happening Behind the Scenes

Next Steps