Quick Install

Copy the config for your editor. Some servers may need additional setup — check the README.

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "scout-portfolio-mana": {
      "command": "uvx",
      "args": [
        "scout-portfolio-manager"
      ]
    }
  }
}

Or install with pip: pip install scout-portfolio-manager

README Excerpt

Your agent should know what you own. A read-only portfolio intelligence plugin and Python package, built on the Zerion API, for portfolio snapshots, explainable USD PnL, DCA intent clarification, and approval-required previews. The default source is the synthetic fixture at `fixtures/portfolio.json`. An optional `ZerionAPIReader` can read one wallet's real per-asset holdings and transaction ledger through an explicitly configured, read-only Zerion API connection. The adapter does not submit tran

Tools (4)

ZERION_API_KEYZERION_CHAINZERION_WALLET_ADDRESSZPM_FIXTURE_PATH

scout-portfolio-manager

Quick Install

README Excerpt

Tools (4)

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