AllocContext MCP server

AllocContext

mcp-name: io.github.AllocContext/alloc-context

Portfolio-aware crypto context for whatever you hold — discover your holdings, holdings-scoped market data, sentiment, macro, and regime; optional allocation analysis when you supply targets. Deterministic JSON over MCP.

New here? Cursor MCP setup — stdio in your editor, or self-hosting with local ingest. Organization: AllocContext on GitHub.

Privacy: nothing stored · one-time read-only · pass-through only when

using live portfolio reads. See USE.md.

Quick start (Cursor, self-host)

1. Install

pip install "alloc-context[mcp]"
# From source: pip install -e ".[mcp]"

2. Config and secrets

Copy config/config.example.yaml to config/config.yaml. Copy .env.example to .env and add read-only exchange keys when you want portfolio ingest or macro feeds. See self-hosting.md.

3. MCP config

Add to your global ~/.cursor/mcp.json:

{
  "mcpServers": {
    "alloc-context": {
      "command": "alloc-context",
      "args": [
        "--config",
        "/absolute/path/to/alloc-context/config/config.yaml",
        "mcp"
      ],
      "env": {
        "ALLOC_CONTEXT_DB": "/absolute/path/to/alloc-context/state/alloccontext.db"
      }
    }
  }
}

Use absolute paths. See cursor-mcp.example.json.

4. Refresh facts (optional)

python -m alloccontext --config config/config.yaml ingest

Run before a session or when you want fresh macro/regime data. No cron required.

5. Ask your agent

Call getcontextbundle for a full snapshot. Pure math tools (checkallocationband, getrebalanceplan) work without portfolio credentials.

Full setup: cursor-mcp.md. Samples: examples.md.

Not financial advice.

MCP tools

Market context is holdings-scoped: band assets (BTC/ETH) use OHLC bars; alt holdings (e.g. HYPE) use quote snapshots when cached. See context-bundle.md#market-coverage.

See mcp.md for arguments and resources.

Self-host and development

Run ingest and MCP on your machine — the primary supported path.

See self-hosting.md, local-dev.md (./scripts/dev-up.sh), or docker-self-host.md.

git clone git@github.com:AllocContext/alloc-context.git
cd alloc-context
python3.11 -m venv .venv && source .venv/bin/activate
pip install -e ".[dev,mcp]"
cp .env.example .env
cp config/config.example.yaml config/config.yaml

python -m alloccontext ingest --dry-run
python -m alloccontext rollup --scope daily --stdout
pytest

Shortened. The full README is on GitHub.