How to Use the Zerion (DeFi Portfolio) MCP in Claude

Q: How do I check my holdings with Zerion (DeFi Portfolio) in Claude Desktop?

You can use getwalletnftportfolio to get a summary of NFT value for any wallet. If you want the full breakdown, getwalletnftpositions lists every individual holding.

Q: Can I aggregate portfolio data across multiple wallets using Zerion (DeFi Portfolio) in Claude Desktop?

Yeah, absolutely. Use getwalletsetportfolio. It takes a list of addresses and returns the total value summary for all of them simultaneously.

Q: Does Zerion (DeFi Portfolio) support checking NFT collection groupings in Claude Desktop?

Yes. The getwalletnftcollections tool groups your NFTs by their specific collections, making it easy to see where you're most heavily invested.

Q: If I need to check gas prices for a portfolio calculation using Zerion (DeFi Portfolio) in Claude Desktop, how do I do that?

You use listgasprices to pull real-time estimates across supported chains. This helps you budget correctly before running any complex queries on your portfolio.

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Connect Zerion (DeFi Portfolio) MCP to Claude Desktop

Create your Vinkius account to connect Zerion (DeFi Portfolio) to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Zerion (DeFi Portfolio) with Claude Desktop

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Track Complex Portfolio Value

You can pull total value and distribution for any wallet using `get_wallet_portfolio`. This lets you see your entire asset picture, regardless of whether it's a token or an NFT. Need to check multiple wallets? Run `get_wallet_set_portfolio` to get an aggregated view. It’s perfect for PMs who need live API data without opening a spreadsheet.

Analyze DeFi Gains and Losses

Check your realized and unrealized gains (PnL) instantly with `get_wallet_pnl`. This tells you exactly how much money you’re up or down across all your positions. Furthermore, if you need to see what specific tokens and DeFi positions are active in a wallet, just run `get_wallet_positions`.

Map Out Cross-Chain Swaps

The server provides `get_swap_quotes`, which pulls quotes for both same-chain swaps and cross-chain bridges. You get the best pricing estimates before you execute a trade. It also lets you list available chains using `list_chains` so you know exactly where your tokens are sitting.

Setup guide

Set up Zerion (DeFi Portfolio) MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Zerion (DeFi Portfolio) MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Zerion (DeFi Portfolio) MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under zerion-defi-portfolio-mcp.

json

{
  "mcpServers": {
    "zerion-defi-portfolio-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Zerion. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Zerion (DeFi Portfolio) MCP in Claude Desktop

You can use `get_wallet_nft_portfolio` to get a summary of NFT value for any wallet. If you want the full breakdown, `get_wallet_nft_positions` lists every individual holding.

Yeah, absolutely. Use `get_wallet_set_portfolio`. It takes a list of addresses and returns the total value summary for all of them simultaneously.

It handles detailed transaction history. You can get human-readable records using `get_wallet_transactions`, or aggregate them across several addresses via `get_wallet_set_transactions`.

Yes. The `get_wallet_nft_collections` tool groups your NFTs by their specific collections, making it easy to see where you're most heavily invested.

You use `list_gas_prices` to pull real-time estimates across supported chains. This helps you budget correctly before running any complex queries on your portfolio.

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