AllocContext

Registre officiel Finance et paiements

Self-host MCP: portfolio crypto context for agents. PyPI stdio; MIT.

Installation

Ajoutez ceci à la configuration MCP de votre client (Claude Desktop : claude_desktop_config.json ; Cursor : .cursor/mcp.json ; VS Code et les autres utilisent la même forme « mcpServers »).

PYPI package alloc-context
Claude Code
claude mcp add alloccontext -- uvx alloc-context==0.3.0 mcp
Configuration JSON (Claude Desktop, Cursor, VS Code)
{
    "mcpServers": {
        "alloccontext": {
            "command": "uvx",
            "args": [
                "alloc-context==0.3.0",
                "mcp"
            ]
        }
    }
}

Documentation

Tirée du README du projet sur GitHub, actualisée chaque semaine. Les liens ouvrent GitHub.

Sommaire
  1. AllocContext
  2. Quick start (Cursor, self-host)
  3. MCP tools
  4. Self-host and development
  5. Documentation
  6. Contributing
  7. License

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 get_context_bundle for a full snapshot. Pure math tools (check_allocation_band, get_rebalance_plan) work without portfolio credentials.

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

Not financial advice.

MCP tools

ToolPurpose
get_context_bundleFull ContextBundle — holdings, market, sentiment, macro, delta, regime; optional allocation_analysis
get_market_contextSentiment, macro, ETF, breadth, and market fields (no portfolio)
get_context_atSaved snapshot from ingest history at a given as_of
get_context_deltaNotable shifts between two saved snapshots
get_rebalance_planUSD rebalance moves from allocation, target, and NAV
check_allocation_bandDrift vs target and whether allocation is outside the band
check_allocation_bandsBatch band checks for multiple target scenarios
get_portfolio_stateLive NAV and holdings (CEX keys or public EVM wallet address)
get_expectation_reviewScore optional local theses against context (pass-through)

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
CommandPurpose
python -m alloccontext ingestPull configured sources → SQLite
python -m alloccontext rollup --scope daily --stdoutContextBundle JSON (facts)
python -m alloccontext statusPer-source ingest ages, snapshots, MCP /health
alloc-context mcpMCP server (stdio or HTTP)

Optional HTTP MCP + x402 on your host: mcp-http.md.

AllocContext is self-host only — we do not operate mcp.alloc-context.com. Quickstart: agent-onramp.md · cursor-mcp.md.

Documentation

DocumentPurpose
docs/agent-onramp.md~2 min quickstart
docs/cursor-mcp.mdCursor stdio MCP
docs/self-hosting.mdLocal ingest + MCP
docs/deterministic-context-mcp-pattern.mdIngest → rollup → MCP pattern
docs/mcp.mdMCP tools
docs/examples.mdSample tool JSON (redacted)
docs/context-bundle.mdContextBundle schema
docs/USE.mdLicense and use policy
docs/local-dev.mdLocal internal MCP + dev ingest
docs/docker-self-host.mdDocker Compose self-host
docs/distribution.mdPyPI and MCP Registry
docs/publishing.mdRelease workflow
docs/mcp-http.mdOptional HTTP + x402 (your host)
docs/user-config.mdBridge user.yaml (legacy archive)

Contributing

GitHub Issues are welcome for bugs, schema feedback, and MCP API suggestions. Unsolicited pull requests are not expected — see CONTRIBUTING.md.

License

MIT License. Self-host via PyPI. See docs/USE.md.

Questions fréquentes

Qu'est-ce que AllocContext ?

Self-host MCP: portfolio crypto context for agents. PyPI stdio; MIT.

Comment installer AllocContext ?

Il s'exécute sur votre machine. Dans Claude Code : claude mcp add alloccontext -- uvx alloc-context==0.3.0 mcp. Pour les autres clients, collez la configuration JSON de cette page dans leurs réglages MCP.

Faut-il une clé API pour AllocContext ?

Son entrée au registre n'indique aucune clé ni secret obligatoire. Certaines fonctions peuvent tout de même demander un compte auprès du service auquel il se connecte.

AllocContext est-il open source ?

Oui. Son code est sur GitHub sous licence MIT.

Qui maintient AllocContext ?

Il est publié par AllocContext. AI.tn le référence sans le maintenir ni le recommander.

Issu du registre MCP officiel. Être listé n'est pas une recommandation : vérifiez le code et les permissions d'un serveur avant de lui donner accès à vos données.