INDIVIDUAL MCP TOOL

create-portfolio-agent-trigger

Create a new time-based trigger for a portfolio AI agent.

myhold.appnone authenticationAvailability not checked

Input schema

{}

Potential side effects detected · medium confidence · heuristic, not a guarantee.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.myhold-app]
url = "https://api.myhold.app/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "myhold-app": {
      "type": "http",
      "url": "https://api.myhold.app/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: myhold-app
Remote MCP URL: https://api.myhold.app/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "myhold-app": {
      "url": "https://api.myhold.app/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "myhold-app": {
      "type": "http",
      "url": "https://api.myhold.app/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "myhold-app",
  "transport": "streamable-http",
  "url": "https://api.myhold.app/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

list-portfolios — List all investment portfolios for the authenticated user.
get-portfolio-summary — Get a portfolio summary including all wallets and their current values.
create-portfolio — Create a new investment portfolio.
update-portfolio — Update a portfolio's name, description, or shareholders setting.
set-portfolio-staged — Enable or disable staged (paper trading) mode for a portfolio.
get-portfolio-rebalance — Get a portfolio rebalance analysis showing which assets need adjustment to reach target allocations.
list-wallets — List all wallets in a portfolio.
get-wallet-summary — Get a wallet summary including its coins and current values.