alloc-context 0.2.17

Portfolio-aware crypto context — CEX or wallet holdings, holdings-scoped market, optional allocation analysis

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. User config

Copy config/user.example.yaml to ~/.config/alloc-context/user.yaml and enable self-host:

self_host: true
config: /absolute/path/to/alloc-context/config/config.yaml

Copy config/config.example.yaml to config/config.yaml, add API keys via .env when you want exchange or macro feeds, then run ingest. See user-config.md and self-hosting.md.

3. MCP config

Add to your Cursor mcp.json (or project .cursor/mcp.json):

{
  "mcpServers": {
    "alloc-context": {
      "command": "alloc-context",
      "args": [
        "mcp",
        "--user-config",
        "/Users/you/.config/alloc-context/user.yaml"
      ]
    }
  }
}

Use an absolute path for --user-config.

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

Tool	Purpose
get_context_bundle	Full ContextBundle — holdings, market, sentiment, macro, delta, regime; optional allocation_analysis
get_market_context	Sentiment, macro, ETF, breadth, and market fields (no portfolio)
get_context_at	Saved snapshot from ingest history at a given as_of
get_context_delta	Notable shifts between two saved snapshots
get_rebalance_plan	USD rebalance moves from allocation, target, and NAV
check_allocation_band	Drift vs target and whether allocation is outside the band
check_allocation_bands	Batch band checks for multiple target scenarios
get_portfolio_state	Live NAV and holdings (CEX keys or public EVM wallet address)
get_expectation_review	Score 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 [e-mail]: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

Command	Purpose
python -m alloccontext ingest	Pull configured sources → SQLite
python -m alloccontext rollup --scope daily --stdout	ContextBundle JSON (facts)
python -m alloccontext status	Per-source ingest ages, snapshots, MCP /health
alloc-context mcp	MCP server (stdio or HTTP)

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

Hosted MCP (retired)

AllocContext is self-host only. We no longer operate mcp.alloc-context.com. Legacy bridge/hosted docs: agent-integration.md.

Documentation

Document	Purpose
docs/cursor-mcp.md	Start here — Cursor stdio MCP
docs/self-hosting.md	Local ingest + MCP
docs/user-config.md	user.yaml reference
docs/deterministic-context-mcp-pattern.md	Ingest → rollup → MCP pattern
docs/mcp.md	MCP tools
docs/examples.md	Sample tool JSON (redacted)
docs/context-bundle.md	ContextBundle schema
docs/USE.md	License and use policy
docs/local-dev.md	Local internal MCP + dev ingest
docs/docker-self-host.md	Docker Compose self-host
docs/distribution.md	PyPI and MCP Registry
docs/publishing.md	Release workflow
docs/agent-integration.md	Legacy hosted HTTP + x402 (retired)

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.