Octav Portfolio MCP
MCP server for Octav portfolio analytics — DeFi positions, PnL, and tax reporting via the Model Context Protocol.
Octav Portfolio MCP is an MCP server from Octav Labs that provides AI agents with access to portfolio analytics, DeFi position tracking, and tax reporting data. It wraps the Octav API as structured MCP tools, enabling agents to query portfolio composition, calculate profit and loss, and retrieve tax-related data for on-chain activity through compatible MCP clients.
The server covers Octav’s core analytics capabilities, including multi-chain portfolio aggregation, DeFi position valuation, and historical performance tracking. Agents can use it to build comprehensive views of on-chain portfolios, analyze realized and unrealized gains, and prepare data for tax reporting. This is particularly useful for workflows that require portfolio oversight across multiple wallets and DeFi protocols.
Setup involves configuring the server with Octav API credentials and registering it with an MCP-compatible client. The server is read-only and focused on analytics, so it does not interact with on-chain funds directly. Users should verify that portfolio data and PnL calculations align with their own records and consult qualified tax professionals before relying on any tax-related output for filing purposes.