Lead public copy with holdings-scoped positioning

README.md

@@ -5,9 +5,10 @@
 
 mcp-name: io.github.negillett/alloc-context
 
-**Portfolio-aware crypto context for agents** — discover holdings, market,
-sentiment, macro, and regime; optional allocation analysis. Deterministic
-JSON over MCP with x402 pay-per-call on Base.
+**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 with
+x402 pay-per-call on Base.
 
 > **Privacy:** nothing stored · one-time read-only · pass-through only — your
 > keys and portfolio never persist on our servers. See [USE.md](docs/USE.md).
@@ -69,7 +70,7 @@ Not financial advice.
 | **Discovery** | [llms.txt](https://mcp.alloc-context.com/llms.txt), [x402 manifest](https://mcp.alloc-context.com/.well-known/x402.json) |
 | **Pricing** | **$0.02** cached context/math · **$0.05** live ingest or portfolio |
 | **Payment** | x402 on Base — USDC or EURC |
-| **Market scope** | Holdings-scoped (BTC/ETH OHLC; alt quote snapshots); bridge auto-scopes from portfolio |
+| **Market scope** | Tailored to your holdings (band OHLC for BTC/ETH; alt quote snapshots); bridge auto-scopes from portfolio |
 
 Agents and wallets connect directly to the hosted endpoint — see
 [agent-integration.md](docs/agent-integration.md). The Cursor bridge above
@@ -86,7 +87,7 @@ combines local portfolio reads with this upstream for market context.
 | `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 from Kraken or Coinbase |
+| `get_portfolio_state` | Live NAV and holdings (e.g. Coinbase, Kraken read-only keys) |
 
 Market context is **holdings-scoped**: band assets (BTC/ETH) use OHLC bars; alt
 holdings (e.g. HYPE) use quote snapshots when cached. The bridge auto-scopes

alloccontext/mcp/bazaar.py

@@ -107,10 +107,11 @@
 )
 
 LISTING_DESCRIPTION = (
-    "Portfolio-aware crypto context for AI agents: discover holdings, market, "
-    "sentiment, macro, and regime; optional allocation analysis and rebalance "
-    "math. Fused backdrop (Fear & Greed, Kalshi, ETF flows), optional live "
-    "Kraken/Coinbase reads. Structured JSON only — no LLM. "
+    "Portfolio-aware crypto context for AI agents: discover holdings and "
+    "holdings-scoped market, sentiment, macro, and regime; optional allocation "
+    "analysis and rebalance math. Fused backdrop (Fear & Greed, Kalshi, ETF "
+    "flows), optional live portfolio reads (e.g. Coinbase, Kraken). Structured "
+    "JSON only — no LLM. "
     f"{PRIVACY_COMPACT_COPY} "
     "Source-available (Elastic License 2.0); self-host friendly; official hosted "
     f"MCP at {OFFICIAL_HOSTED_MCP_URL} — see {USE_DOCS_PATH}."
@@ -237,9 +238,10 @@
         "tool_name": "get_portfolio_state",
         "description": (
             "Fetch live read-only portfolio NAV, holdings[], and band weights from "
-            "Kraken or Coinbase credentials passed in this call (never stored). "
-            "Requires exchange, api_key, and api_secret. Returns available=false "
-            "with reason on invalid credentials — no side effects."
+            "a supported spot exchange (e.g. Kraken, Coinbase) using credentials "
+            "passed in this call (never stored). Requires exchange, api_key, and "
+            "api_secret. Returns available=false with reason on invalid "
+            "credentials — no side effects."
         ),
         "input_schema": {
             "type": "object",

alloccontext/mcp/server.py

@@ -209,7 +209,8 @@ def get_rebalance_plan(
         annotations=_tool_hints("get_portfolio_state"),
         description=(
             "Fetch live read-only portfolio NAV, holdings[], and band weights from "
-            "Kraken or Coinbase credentials passed in this call (never stored). "
+            "a supported spot exchange (e.g. Kraken, Coinbase) using credentials "
+            "passed in this call (never stored). "
             "Requires exchange, api_key, and api_secret. Use get_context_bundle "
             "for cached market and history without exchange keys. Optional "
             "target_pct attaches allocation_analysis; optional band sets drift "

docs/distribution.md

@@ -13,18 +13,18 @@ Use this for directory forms, community posts, and registry descriptions.
 
 ```text
 AllocContext — portfolio-aware crypto context for AI agents over MCP. Discover
-holdings, market, sentiment, macro, and regime; optional allocation
-analysis. Privacy: nothing stored; one-time read-only; pass-through only.
-Source-available (Elastic License 2.0); self-host friendly. Official hosted MCP:
-https://mcp.alloc-context.com/mcp — see docs/USE.md. x402 on Base ($0.02 cached
-/ $0.05 live).
+holdings and holdings-scoped market, sentiment, macro, and regime; optional
+allocation analysis. Privacy: nothing stored; one-time read-only; pass-through
+only. Source-available (Elastic License 2.0); self-host friendly. Official
+hosted MCP: https://mcp.alloc-context.com/mcp — see docs/USE.md. x402 on Base
+($0.02 cached / $0.05 live).
 ```
 
 ## GitHub repository metadata
 
 | Field | Value |
 |-------|-------|
-| **Description** | Portfolio crypto context MCP for agents — holdings, market, optional drift. Hosted: https://mcp.alloc-context.com/mcp (x402). ELv2. |
+| **Description** | Portfolio crypto context MCP — holdings-scoped market for agents. Hosted: https://mcp.alloc-context.com/mcp (x402). ELv2. |
 | **Topics** | `mcp`, `x402`, `bitcoin`, `ethereum`, `model-context-protocol`, `agents`, `portfolio` |
 | **Website** | `https://mcp.alloc-context.com/llms.txt` |
 

pyproject.toml

@@ -1,24 +1,24 @@
 [project]
 name = "alloc-context"
 version = "0.2.2"
-description = "Portfolio-aware crypto context for agents — holdings, market, optional allocation analysis"
+description = "Portfolio-aware crypto context for agents — holdings-scoped market, sentiment, optional allocation analysis"
 readme = "README.md"
 license = { text = "Elastic-2.0" }
 requires-python = ">=3.11"
 keywords = [
     "mcp",
     "x402",
-    "bitcoin",
-    "ethereum",
+    "holdings",
+    "portfolio",
     "crypto",
     "cryptocurrency",
-    "portfolio",
+    "bitcoin",
+    "ethereum",
+    "agents",
     "allocation",
-    "holdings",
     "rebalance",
     "coinbase",
     "kraken",
-    "agents",
 ]
 classifiers = [
     "Development Status :: 4 - Beta",

server.json

@@ -2,7 +2,7 @@
   "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
   "name": "io.github.negillett/alloc-context",
   "title": "AllocContext",
-  "description": "Holdings-scoped MCP: Coinbase/Kraken portfolio, alt quotes, drift. x402 hosted. ELv2.",
+  "description": "Portfolio-aware MCP: holdings-scoped crypto context for agents. Market, sentiment. x402. ELv2.",
   "websiteUrl": "https://mcp.alloc-context.com/llms.txt",
   "repository": {
     "url": "https://github.com/negillett/alloc-context",