👑 Crown Hold

AI-Powered Financial Management Solution

Crown Hold is an intelligent financial orchestration platform that allows you to manage your cryptocurrency and traditional finance accounts through natural language conversations with Claude AI.

Simply ask Claude to perform complex financial operations, and Crown Hold will automatically coordinate actions across multiple platforms:

• Polygon blockchain for cryptocurrency operations
• Kraken exchange for crypto trading
• Wise for international transfers

• 🤖 Natural Language Control: Just talk to Claude naturally
• 🔗 Multi-Platform Orchestration: Seamlessly coordinate operations across services
• 🔒 Security First: All credentials and recipients pre-configured
• 🏠 Local-Only Execution: MCP servers run locally, never exposed to network
• 📊 Complete Visibility: Check balances across all platforms
• 🚀 Complex Workflows: Execute multi-step operations with a single request

"What's my USDC balance on Polygon?"

"Top up my Revolut with 1000 EUR"
→ Automatically: Get rates → Transfer USDC → Wait for confirmations →
  Sell on Kraken → Withdraw to Wise → Wait for bank transfer →
  Transfer to Revolut → Wait for completion
  (Total time: ~2-3 days due to bank processing)

"Convert 500 USDC to EUR and keep it in Kraken"

"What's the current USDC/EUR rate?"

⏳ Financial operations take time and require waiting between steps:

• Blockchain transfers: 2-5 minutes for confirmations
• Exchange deposits: 3-10 minutes for crediting
• Trades: Seconds to minutes
• Bank withdrawals: 1-3 business days
• International transfers: Hours to days

Claude will automatically wait for each step to complete before proceeding to the next one, keeping you informed of progress along the way.

Crown Hold is built as a monorepo containing multiple NestJS applications, each implementing the Model Context Protocol (MCP) to expose financial operations as tools for Claude:

┌─────────────────┐
│  Claude Desktop │
│    (You talk)   │
└────────┬────────┘
         │
    ┌────┴────┐
    │   MCP   │
    └────┬────┘
         │
    ┌────┴─────────────────────┐
    │                          │
┌───┴────┐  ┌────────┐  ┌─────┴──┐
│Polygon │  │ Kraken │  │  Wise  │
│  MCP   │  │  MCP   │  │  MCP   │
└───┬────┘  └────┬───┘  └────┬───┘
    │            │           │
┌───┴────┐  ┌────┴───┐  ┌────┴───┐
│Polygon │  │ Kraken │  │  Wise  │
│  API   │  │  API   │  │  API   │
└────────┘  └────────┘  └────────┘

Before setting up the full system, validate that Claude Desktop integration works:

1. Build minimal mock server (5 minutes)

   git clone <repository-url>
   cd crownhold/applications/mcp-polygon
   npm install --cache /tmp/.npm-cache
   npm run build

2. Configure Claude Desktop (5 minutes)

   Follow: Claude Desktop Configuration - Phase 1A

3. Test in Claude Desktop (2 minutes)

   Ask Claude: "What's my balance?"
   
   Expected: Claude calls polygon_get_balance and shows mock data
   

4. ✅ Success? You've proven MCP works! Now continue with full setup below.

Why Phase 1A first? Better to spend 15 minutes validating integration than discover issues after hours of setup!

• Node.js 18+
• Claude Desktop
• API keys for Kraken and Wise
• Polygon wallet with private key

1. Clone and Install

   git clone <repository-url>
   cd crownhold
   npm install

2. Configure Environment

   # Copy example env files
   cp applications/mcp-polygon/.env.example applications/mcp-polygon/.env
   cp applications/mcp-kraken/.env.example applications/mcp-kraken/.env
   cp applications/mcp-wise/.env.example applications/mcp-wise/.env
   
   # Edit .env files with your credentials

3. Build MCP Servers

   npm run build

4. Configure Claude Desktop

   Add MCP servers to Claude Desktop configuration (see docs/claude-setup.md)

5. Start Talking!

   Open Claude Desktop and start managing your finances naturally

• Architecture Overview
• Deployment Guide
• Recipients & Scenarios ⭐ Natural Language!
• MCP Servers Description

• Phase 1A Quick Start ⭐ START HERE - 15 min test!
• Phase 1B Full Setup 🚀 All Three Platforms!
• Claude Desktop Setup
• Claude Desktop Instructions ⭐ Important!
• Environment Configuration
• Common Workflows

• Phase-by-Phase Development Plan
• Phase 1A: Minimal Mock for Testing ⭐ START HERE
• Phase 1B: Full Mock Services ✅ COMPLETED
• Phase 1C: Read-Only + Transaction Simulation 🛡️ RECOMMENDED
• Phase 2: Research & API Analysis
• Phase 3-7: Integration & Production

⚠️ Important Security Notes:

• Local-only execution: MCP servers run on your machine only, no network exposure
• No remote access: Cannot be accessed from outside your computer
• stdio communication: Claude Desktop communicates via stdin/stdout, not HTTP
• Never commit .env files
• Use separate API keys for development and production
• Configure transaction limits in production
• Only add trusted recipient addresses
• Regularly review transaction logs
• Use read-only API keys when possible
• Physical access to machine required for operation

crownhold/
├── applications/          # MCP server applications
│   ├── mcp-polygon/      # Polygon blockchain integration
│   ├── mcp-kraken/       # Kraken exchange integration
│   └── mcp-wise/         # Wise transfer integration
├── docs/                 # Documentation
└── CLAUDE.md            # Instructions for Claude Code

# Install dependencies
npm install

# Build all applications
npm run build

# Run tests
npm test

# Lint code
npm run lint

• Basic MCP servers implementation
• Claude Desktop integration
• Transaction logging and audit
• Additional cryptocurrency support
• DeFi protocol integration
• Mobile app
• Portfolio analytics

This is a personal financial management tool. If you're interested in the concept, feel free to fork and adapt for your needs.

MIT

This software handles real financial transactions. Use at your own risk. Always test with small amounts first. The authors are not responsible for any financial losses.

Built with ❤️ using Claude and Model Context Protocol