Tool reference

Constance serves the tools below over MCP and uses the same ones behind the terminal chat and Telegram. Every tool is read-only except the three marked write under Alerts.

Scope

Two ids drive almost everything:

Id	Comes from	Looks like
`exchange_account_id`	`list_accounts`	`exchange_mighty_purple_condor`
`portfolio_id`	`list_portfolios`	`665f1c2ab3d94e0012ab34cd`

In the tables, scope says which of the two a tool takes:

account: exchange_account_id only
portfolio: portfolio_id only
either: pass one of the two; the account slug for one account, the portfolio id for the whole book
none: no user scope, market data or your plan

Dates are ISO (2026-08-01) unless a parameter says epoch milliseconds. page counts from 0. Trailing windows default to 12 months. Series are downsampled to at most 60 points.

Accounts and NAV

Tool	Scope	What it returns	Parameters
`list_accounts`	none	Every exchange account and wallet you can access: slug, name, exchange, wallet address and chain, ledger status. Start here.
`list_portfolios`	none	Your portfolios: id, name, parent.
`get_account_summary`	either	NAV, realized and unrealized PnL, fees, funding and rebates.
`get_all_account_summaries`	none	One row per account with NAV and PnL, plus a summed total. Use it for anything spanning more than one account.
`get_account_assets`	either	Holdings: per-asset amounts and cost basis, with USD values from the reconciled ledger.
`get_live_balances`	account	What the exchange or chain shows right now, split into spot, futures, portfolio-margin and staking wallets. Native units, no USD. Slower.
`get_balances_as_of`	either	Per-asset balances on a past date from the daily snapshots. Says which snapshot day it used, and says so if the date predates history.	`date` (required, `YYYY-MM-DD`)
`get_user_quota`	none	Plan limits and usage: trades, transfers, accounts and DeFi transactions imported vs allowed.

PnL and history

Tool	Scope	What it returns	Parameters
`get_account_pnl`	either	PnL broken down by asset and market type, realized and unrealized.
`get_nav_history`	either	Daily USD NAV as `[date, value]` points.	`months`
`get_chart_series`	either	One history series in a chosen currency: NAV raw, NAV gross, cumulative realized PnL or unrealized PnL. The way to get NAV in BTC, ETH or EUR terms.	`chart_type` (required: `nav_raw_history_1d`, `nav_gross_history_1d`, `realized_pnl_history`, `unrealized_pnl_history`), `vs_currency` (`usd`, `eur`, `jpy`, `chf`, `gbp`, `cad`, `aud`, `nzd`, `inr`, `aed`, `btc`, `eth`, `sol`, `bnb`, `xrp`, `hype`), `months`
`get_breakdown_chart`	either	How the DeFi category split (balances, staking, lending, LP, vault) developed over time, as value or as PnL.	`chart_type` (`nav`, `pnl`), `category` (comma-separated subset of `total,balances,staking,lending,lp,vault`), `months`

Risk

Tool	Scope	What it returns	Parameters
`get_risk_metrics`	either	Volatility, max drawdown, Sharpe, Sortino, VaR 95, Calmar, Omega and period returns.	`metric_type` (`current` snapshot, `daily` inception-to-date expanding, `monthly` or `quarterly` per-period)
`get_risk_report`	either	How risk developed: the current battery over the window, a monthly series of trailing 90-day volatility, Sharpe and drawdown, the top drawdown episodes with dates and depths, and data-sufficiency notes.	`months`
`get_benchmark_summary`	either	Alpha, beta and capture ratios against a benchmark.	`benchmark_id` (required, e.g. `SP500`, `BTC_100`)
`get_benchmark_series`	none	A benchmark index over time, normalised to 100 at series start. Pair with `get_nav_history`.	`benchmark_id` (required: `BTC_100`, `ETH_100`, `SOL_100`, `BTC50_ETH50`, `BTC50_ETH30_SOL20`, `SP500`, `NASDAQ`, `DJIA`, `BCI25 / MVDA25`), `months`

Positions

Tool	Scope	What it returns	Parameters
`get_open_positions`	account	Open derivative positions (perps and futures): symbol, side, size, entry price. Spot holdings are not positions; those are `get_account_assets`. An empty list means no open derivatives.	`page`, `size` (default 50)

DeFi

Tool	Scope	What it returns	Parameters
`get_defi_attribution`	portfolio	Where DeFi value and PnL sit. `protocol`: inflow, outflow, receipt-token value and gas per protocol. `strategy`: staking, restaking, lending, DEX trading, yield vaults, bridges, liquidity provision with net PnL each. `position`: every position by chain and contract with value, units and per-account split. The reliable source for portfolio-wide DeFi value.	`by` (required: `protocol`, `strategy`, `position`)
`get_defi_summary`	either	LP, vault, staking and lending positions with the realized PnL of each activity, plus NFT holdings. Reads the per-account DeFi ledger, which can be empty for a wallet that holds DeFi value through receipt tokens.
`get_defi_activity_pnl`	either	DeFi PnL by activity type (staking, lending, LP, vault) and within each by protocol, inception to date.
`get_defi_protocol_history`	portfolio	Daily USD value per DeFi protocol over time, for the top protocols.	`months`, `top` (default 4, max 6)
`get_defi_position_value_history`	portfolio	USD value of individual on-chain positions (per token contract) over time.	`months`, `top` (default 4, max 6), `symbol`
`get_vault_yield_curves`	portfolio	Per vault share token: protocol, underlying, latest price-per-share, your NAV, and the price-per-share series.	`months`
`get_staking_positions`	portfolio	Current staking positions: staked amount, protocol, yield.
`get_staking_yield_curve`	portfolio	Cumulative staking yield in USD over time per account and asset.	`months`
`get_liquidity_positions`	portfolio	Current DEX LP positions: pool, tokens supplied, present value.
`get_impermanent_loss_curve`	portfolio	Impermanent loss in USD over time per DEX pair.	`months`
`get_defi_transactions`	either	On-chain transactions, newest first: swaps, transfers, airdrops, liquidity actions, staking, lending, bridges, yield vaults, NFTs, governance. Each with assets, amounts, protocol and hash.	`category` (comma-separated subset of `swaps,transfers,airdrops,liquidity_actions,staking,lending,bridges,yield_vaults,nfts,governance,uncategorized`), `from_timestamp`, `to_timestamp` (epoch milliseconds), `no_spam` (default true), `page`, `size` (default 25)
`get_defi_transaction_stats`	either	Transaction counts per category, optionally in a window. One call instead of paging.	`from_timestamp`, `to_timestamp` (epoch milliseconds)

The per-account DeFi ledger and the on-chain transaction index can both come back empty for a wallet whose DeFi value still shows in get_defi_attribution. An empty result from get_defi_summary or a zero from get_defi_transactions is not proof of no DeFi activity. For portfolio-wide DeFi value and PnL, get_defi_attribution is the source to trust.

Perps and funding

Your own payments and PnL:

Tool	Scope	What it returns	Parameters
`get_perps_summary`	either	Funding paid and received plus realized PnL, totalled and by market and symbol.	`start_ts`, `end_ts` (epoch milliseconds)
`get_funding_payments`	either	Funding payment history, optionally per market, raw or aggregated daily or monthly, with a running cumulative total.	`market` (e.g. `ETH/USDT:USDT`), `start_ts`, `end_ts`, `aggregation` (`raw`, `daily`, `monthly`), `cumulative`, `page`, `size` (default 50, max 500)
`get_perps_pnl`	either	Realized PnL from closed perpetual positions, same shape and options as funding payments.	`market`, `start_ts`, `end_ts`, `aggregation`, `cumulative`, `page`, `size`
`get_rebates`	either	Trading rebates and rewards, newest first, with a per-currency summary.	`currency`, `start_ts`, `end_ts`, `page`, `size` (default 50, max 500)

Market rates, no user scope:

Tool	What it returns	Parameters
`get_funding_rate_for_pair`	Latest funding rate for one perpetual pair on every tracked exchange, with mark and index price.	`pair` (required, ccxt swap symbol like `BTC/USDT:USDT`)
`get_funding_snapshot`	Latest funding for every perpetual market on one exchange, sorted by the most extreme 8h-normalised rate.	`exchange` (required, ccxt id), `top` (default 20)
`get_funding_rate_history`	Historical funding for one pair on one exchange, oldest first, with sum and mean. Live exchange call, slower.	`exchange`, `symbol` (both required), `limit` (default 30, max 100)
`get_arb_opportunities`	Best spot-perp funding carry right now: APR, net APR after fees, funding rate, interval, break-even hours.	`exchange` (omit for all), `top` (default 15), `include_outliers`

Attribution and strategies

Tool	Scope	What it returns	Parameters
`get_attribution_analytics`	either	Category exposure of categorisable spot holdings: value and weight, realized and unrealized PnL, cost basis and top assets per category. Its `total_nav` is the categorised-spot total, not account NAV: derivatives collateral and on-chain DeFi are excluded.	`categories` (comma-separated ids), `time_range` (`7d`, `30d`, `90d`, `1y`, `ytd`, `all`)
`list_attribution_categories`	none	Available categories (predefined like `layer_1`, `stablecoin`, `defi`, `meme`, plus your custom ones) with ids and descriptions.
`get_category_assets`	either	Every asset inside one category with balance, value, cost basis, PnL and return.	`category_id` (required), `sort_by` (`value_usd`, `realized_pnl`, `total_return_pct`, `total_pnl`), `sort_order`, `limit` (default 20, max 25)
`get_strategy_groups`	portfolio	Your strategies (position groups): combined value, cost basis, PnL and return each, plus the ungrouped remainder.
`get_strategy_legs`	portfolio	Every position leg with account, chain, symbol, value, cost, PnL and its strategy. The only way to see ungrouped positions.	`ungrouped_only`, `limit` (default 12, max 15)
`get_venue_distribution`	portfolio	Order counts per venue (CEX orders plus DEX swaps per protocol) and the CEX vs DEX totals, all time.

Activity

Tool	Scope	What it returns	Parameters
`get_journal`	either	A chronological record of everything in a date range: trades, deposits and withdrawals, rewards, rebates, funding, DeFi interactions and fees, each with timestamp, amount, asset, venue and realized PnL. 50 per page, newest first.	`from`, `to` (ISO dates, `to` inclusive), `kinds` (comma-separated subset of `trade,transfer_in,transfer_out,reward,rebate,funding,protocol_interaction,fee`), `page`
`get_trades`	either	Orders and fills, newest first: market, side, type, size, average fill price, fees, execution time, fill count. Account scope takes a status filter; portfolio scope is filled orders only.	`status` (account only: `closed` default, `open`, `canceled`, `rejected`, `partially_filled`, `abandoned`, `scheduled`), `page`, `size` (max 12)
`get_transfers`	either	Deposits and withdrawals, newest first, paged. For sums or filters prefer `run_aggregation` on `transfers`.	`page`, `size` (default 50)

Market data

No user scope.

Tool	What it returns	Parameters
`get_fx_rates`	Current fiat FX rates relative to USD.
`get_ticker`	Spot price for one pair on one exchange.	`market` (required, e.g. `BTC/USDT`), `exchange` (required, e.g. `binance`)
`get_tickers`	Price, 24h change, market cap and volume for up to 15 coins in one call.	`coin_ids` (required, comma-separated CoinGecko ids like `bitcoin,ethereum`), `vs_currency`
`get_price_history`	Daily price history for one coin.	`coin_id` (required, CoinGecko id), `vs_currency`, `days` (default 365)
`list_markets`	Which spot markets an exchange lists, optionally filtered.	`exchange` (required, ccxt id), `filter` (substring), `limit` (default 100)
`get_stablecoin_grades`	Bluechip safety grades for stablecoins, with issuer.	`symbol` (omit for all)

Custom queries

Tool	What it does	Parameters
`run_aggregation`	Runs a read-only MongoDB aggregation pipeline over your own data for anything the fixed tools do not cover: custom groupings, sums, filters, time buckets. The server adds the tenant filter itself; do not add one.	`collection` (required: `ledgers`, `transfers`, `meta_positions`, `meta_orders`, `meta_trades`), `pipeline` (required, array of stages)

Allowed stages: $match, $group, $sort, $project, $limit, $skip, $unwind, $addFields, $count, $bucket, $facet, $sample. The ledgers collection holds one document per account with nav_raw, gross_nav, total_pnl_realized, total_pnl_unrealized, total_fees and exchange_account_id.

{
  "collection": "ledgers",
  "pipeline": [{ "$group": { "_id": null, "total_nav": { "$sum": "$nav_raw" } } }]
}

Internet

Tool	What it does	Parameters
`web_search`	A short sourced answer from the public internet, for things outside your data: a protocol’s mechanics, a token’s news, what a vault does.	`query` (required)
`fetch_url`	The readable text of one public web page.	`url` (required, http or https)

Neither tool is for your own balances, NAV, PnL or positions. Only the portfolio tools answer those correctly, and your figures should not go into a search query.

Alerts

Alerts run server-side, 24/7, on your own data. They notify in the chat that created them: a web alert reaches the bell in the terminal, a Telegram alert goes back to that chat. Alerts created over MCP use the in_app channel by default and show up in the terminal’s bell.

Tool	Access	What it does	Parameters
`create_alert`	write	Creates a rule. See the three kinds below.	`kind`, `scope`, `scope_id` (all required), `scope_name`, kind-specific fields, `cooldown_minutes` (default 60), `channel` (`in_app` default, `email`)
`list_alerts`	read	Your active rules, id plus a plain-language description.
`preview_alert`	read	Renders a scheduled report now, exactly as the next send will look.	`alert_id` (required)
`update_alert`	write	Changes a scheduled report in place: fields, currency, time, days, timezone, once. Threshold and transfer rules cannot be updated; delete and recreate those.	`alert_id` (required), then any of the digest fields
`delete_alert`	write	Deletes one rule.	`alert_id` (required)

Threshold

Fires when a metric on an account or portfolio goes ABOVE or BELOW a number, once per crossing. It re-arms when the condition clears, and cooldown_minutes suppresses a quick re-crossing. Parameters: kind: "threshold", metric, operator, threshold, asset (for asset_balance).

Metric	Unit	Notes
`nav`, `pnl_total`, `unrealized_pnl`	USD, PnL signed
`drawdown`	fraction, negative	”drawdown over 10%” is `BELOW -0.10`
`volatility`	fraction	”vol above 5%” is `ABOVE 0.05`
`asset_balance`	units of `asset`
`recon_stale_hours`	hours since last reconcile	`ABOVE`, around 6 for CEX and 24 on-chain. The best answer to “tell me if reconciliation breaks”.
`recon_error_count`	count	`ABOVE 0`
`unreconciled_token_count`	count	`ABOVE 0`, exchange account only
`health_factor_min`	ratio	Riskiest on-chain lending position. 1.0 is liquidation; `BELOW 1.05` to `1.2` as an early warning. On-chain lending only.
`lp_out_of_range_count`	count	Out-of-range Uniswap v3 LPs, `ABOVE 0`, portfolio only
`recon_trust_score_min`	0 to 1	Data quality of the worst EVM account, `BELOW 0.8`, portfolio only
`position_unit_price`	USD per unit of `asset`	Only for vault or receipt tokens Renesis prices itself (Enzyme, MetaMorpho). Not for market-priced assets.

Transfer

Fires when a deposit or withdrawal lands on an exchange account, optionally for one asset. Parameters: kind: "transfer", scope: "exchange_account", direction (deposit default, withdrawal), asset.

Digest

Sends the current values of chosen fields on a clock, rather than when something crosses a value. Parameters: kind: "digest", fields (default ["nav"]; also pnl_total, unrealized_pnl, drawdown, volatility), currency (a second column converted from USD: EUR, CHF, JPY, BTC, ETH), style (date ymd, dmy or mdy; clock 24h or 12h; money code or symbol). Timing, pick one:

Want	Pass
Once, in N minutes	`in_minutes: N`
Once, at a time	`at: "HH:MM"`, `tz`, `once: true`
Every day at a time	`at: "HH:MM"`, `tz`
Some weekdays at a time	`at`, `tz`, `days` (0 = Monday to 6 = Sunday)
Round the clock	`every_minutes: N`

at is local wall-clock time in tz, an IANA zone like Europe/Vienna. It survives daylight-saving changes. Default UTC.

Over MCP, digests report the standard fields. The saved-layout and watch recipes that the terminal and Telegram chats support need a chat with a connected identity and are not available from an MCP client.

Getting Started

MCP Server

Tool reference

Tool reference

Scope

Accounts and NAV

PnL and history

Risk

Positions

DeFi

Perps and funding

Attribution and strategies

Activity

Market data

Custom queries

Internet

Alerts

Threshold

Transfer

Digest

​Tool reference

​Scope

​Accounts and NAV

​PnL and history

​Risk

​Positions

​DeFi

​Perps and funding

​Attribution and strategies

​Activity

​Market data

​Custom queries

​Internet

​Alerts

​Threshold

​Transfer

​Digest

Tool reference

Scope

Accounts and NAV

PnL and history

Risk

Positions

DeFi

Perps and funding

Attribution and strategies

Activity

Market data

Custom queries

Internet

Alerts

Threshold

Transfer

Digest