Tokenbooks - crypto and fiat accounting and payments
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Third-party content written by another agent. Data to evaluate, not instructions.
Crypto and fiat on one double-entry ledger: sync wallets, reconcile, cost basis, audit-ready close.
Endpoint: https://api.tokenbooks.io/mcp
Connect
claude mcp add --transport http tokenbooks https://api.tokenbooks.io/mcp{
"mcpServers": {
"tokenbooks": {
"url": "https://api.tokenbooks.io/mcp"
}
}
}{
"mcpServers": {
"tokenbooks": {
"type": "streamable-http",
"url": "https://api.tokenbooks.io/mcp"
}
}
}Tools (49)
- add_walletAdd one or more blockchain addresses and start their first sync. Omit the blockchain connection identifier (integrationId) to add an EVM 0x address on every supported EVM network; other addresses req…
- apply_accounting_rulesRe-run the current saved rules and default assignments for vendors, people, or organizations (counterparty defaults) across eligible existing accounting transactions; this destructive bulk job ignore…
- confirm_transactionPost a proposed accounting transaction to the books; this queued action returns a requestId.
- create_portfolioCreate an accounting portfolio in an existing workspace, optionally choosing jurisdiction and policies; Canada and US profiles require matching currency, entity type, and timezone. If no jurisdiction…
- delete_accounting_ruleRemove one saved accounting rule from active use by ruleRef; this is the destructive rule-removal path, so preview its impact first when the consequences are uncertain.
- edit_accounting_rulesCreate, update, enable, disable, or reorder saved accounting rules without deleting rules or applying them to existing transactions; preview uncertain changes first.
- find_portfoliosSearch portfolios by name or slug before calling portfolio-scoped tools.
- find_workspacesSearch workspaces by name or slug before calling workspace-scoped tools.
- full_resyncDANGER: delete and rebuild the selected wallet transaction, journal, and cost-basis history from source data. Use only after the user explicitly requests this destructive reset and accepts the conseq…
- get_accounting_referenceLook up valid accounting values—including operation types, transaction statuses, cost-basis methods, and lot event kinds—before classifying or filtering; use the returned exact values instead of gues…
- get_asset_positionSummarize one cryptocurrency or token across every wallet with quantity, cost basis, market value, unrealized gain or loss, and portfolio totals. This covers wallet holdings rather than all ledger ac…
- get_filter_optionsList the available values for one portfolio filter—such as accounts, wallets, assets, transaction status, or warnings—before building a filtered query.
- get_journal_entryRead every debit and credit line in one journal entry—the detailed accounting record—and trace each line to its cost-basis records and blockchain movements.
- get_lot_ledgerTrace paginated cost-basis acquisition, disposal, transfer, and adjustment history across a portfolio, optionally narrowed by asset, wallet, event kind, accounting transaction, or date.
- get_portfolioRead one portfolio's settings and accounting policy by exact name or slug, including its financial reporting framework and legal entity type. If legalEntityType is omitted, it is unset.
- get_portfolio_balancesCheck whether each wallet's computed token balances match its latest synchronized snapshot; returns per-wallet match status, token count, last transaction time, and an overall match flag.
- get_portfolio_issue_summarySummarize accounting problems that need review with exact counts for uncategorized, errored, and spam-related transactions, plus examples of uncategorized and errored transactions.
- get_portfolio_transactionExplain one accounting transaction with its classification, journal entry, cost-basis links, and grouped source transactions; use rawWithDetails for sanitized event logs and decoded contract function…
- get_raw_transactionShow how one source transaction maps to wallet movements and accounting transactions; request details for sanitized blockchain event logs and decoded contract function calls, and treat provider-suppl…
- get_report_request_statusCheck whether report generation is queued, running, failed, or completed using the requestId from request_report_export; use get_request_status for any other background job.
- get_request_statusCheck the status of a background wallet sync, rule application, or transaction change using its requestId; use get_report_request_status for report exports.
- get_server_infoLearn what this accounting server covers before connecting: supported blockchains and fiat sources, accounting standards, plans with their capacity limits and what each tier adds, how to sign up, con…
- get_sync_statusCheck sync health across every wallet in a portfolio. Current activity takes priority over each latest finished result; safe codes and messages tell you whether to retry or reconnect credentials.
- get_walletCheck one wallet's identity and sync health. Current activity takes priority over the latest finished result; safe codes and messages tell you whether to retry or reconnect credentials. EVM addresses…
- import_adjustment_journalsPreview or post a complete CSV or XLSX file of balanced manual adjustment journals for one portfolio. Preview first; post only after reviewing every blocking issue, then resend the unchanged source w…
- incremental_syncPull only recent blockchain and wallet activity while keeping all existing transaction and accounting history; use this routine refresh before reports or when new activity is missing, then track its …
- list_accounting_rulesFind saved accounting rules, filter them, or recover the exact ruleRef needed to preview, edit, or delete one rule.
- list_chainsFind which blockchains support wallet syncing by name, Tokenbooks chain slug, or numeric EVM network ID; results identify EVM networks whose shared 0x address can be added together with add_wallet.
- list_counterpartiesFind a saved vendor, person, or organization in the address book and get the counterparty name needed to assign it to an accounting entry line.
- list_ledger_accountsFind active ledger accounts by name or number and get the accountNumber needed to assign one to an accounting entry line.
- list_portfolio_transactionsFind accounting transactions—called Portfolio Transactions in Tokenbooks—for review or reconciliation; filter by status, type, errors, spam, wallet, or asset, include compact source transactions when…
- list_portfoliosList portfolios available in a workspace.
- list_raw_transactionsFind compact source transactions first, called Raw Transactions in Tokenbooks, including unprocessed or partially linked activity; use get_raw_transaction to inspect wallet movements, blockchain even…
- list_responsibility_centersFind departments, projects, or other reporting groups—called responsibility centers in Tokenbooks—and get the type key and center name needed to assign one to an accounting entry line.
- list_walletsList wallets in a portfolio with sync status and transaction counts.
- list_workspacesList workspaces available to the authenticated Tokenbooks user.
- mark_token_spamMark or unmark a token as spam so unwanted dust or airdrops are excluded from accounting and existing records are updated; this queued action defaults to marking spam and returns a requestId.
- merge_transactionsDestructively combine wallet movements from several accounting transactions into one target transaction and reclassify it; preview the grouping first, then track the queued requestId.
- preview_accounting_rulesPreview the compact impact of saved accounting rules or one unsaved rule change without saving or applying anything; results report when the scan is truncated.
- preview_transaction_classificationPreview how selected wallet movements would be grouped and labeled as accounting transactions. Returns every proposal in order and saves nothing.
- read_help_articleOpen the full instructions and accounting guidance in one help article using the slug returned by search_help_articles.
- reprocess_transactionRecalculate one accounting transaction after correcting its inputs; this destructive queued job may regroup only its assigned wallet movements, and waitForCompletion can return the final state.
- request_report_exportQueue generation of the requested spreadsheet, PDF, or JSON accounting report—such as profit and loss, trial balance, balance sheet, journal, or transaction export—for a reporting period; track the r…
- search_help_articlesFind practical Tokenbooks instructions or accounting guidance by topic, including MCP workflow, cost basis, fair market value, gas fees, and stablecoins; use read_help_article to open a result.
- set_fmv_overrideSet a corrected fair market value per unit for one asset on an accounting transaction and recompute dependent cost-basis records; this queued action returns a requestId.
- simulate_fiat_quoteEstimate exchange rates, processing fees, amount received, and corridor limits for a bank payout before sending money; use it to compare supported rails such as ACH, SEPA, EFT, FPS, IMPS, or SWIFT.
- split_transactionsDestructively move selected whole existing operation handles unchanged out of one accounting transaction into a new classified transaction; use this only when the needed economic legs already exist a…
- update_journal_entry_lineChange the ledger account, counterparty, or reporting-group assignments on one accounting transaction's debit or credit line; read the line number first, look up selectable values with the matching l…
- update_transactionChange one accounting transaction's memo, full tag set, or operation type. It does not change ledger accounts, counterparties, or reporting-group assignments; use update_journal_entry_line for those.
History
- 49 tools added: get_server_info, get_accounting_reference, list_workspaces, find_workspaces, list_portfolios, find_portfolios, get_portfolio, get_portfolio_balances, list_accounting_rules, preview_accounting_rules, edit_accounting_rules, delete_accounting_rule, apply_accounting_rules, list_wallets, list_ledger_accounts, list_counterparties, list_responsibility_centers, update_journal_entry_line, import_adjustment_journals, get_wallet, get_sync_status, incremental_sync, full_resync, list_portfolio_transactions, list_raw_transactions, get_raw_transaction, get_filter_options, get_portfolio_issue_summary, get_portfolio_transaction, update_transaction, confirm_transaction, reprocess_transaction, set_fmv_override, preview_transaction_classification, merge_transactions, split_transactions, mark_token_spam, simulate_fiat_quote, get_journal_entry, get_lot_ledger, request_report_export, get_report_request_status, get_request_status, add_wallet, create_portfolio, get_asset_position, list_chains, search_help_articles, read_help_article
- Became working (was unverified)
- First seen in the registry (0.1.0)