Tokenbooks - crypto and fiat accounting and payments

Connect Remote server

claude mcp add --transport http tokenbooks https://api.tokenbooks.io/mcp

{
  "mcpServers": {
    "tokenbooks": {
      "url": "https://api.tokenbooks.io/mcp"
    }
  }
}

{
  "servers": {
    "tokenbooks": {
      "type": "http",
      "url": "https://api.tokenbooks.io/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://api.tokenbooks.io/mcp

Tools 37 found in our last check

• get_server_info

  Review supported blockchains and fiat sources, accounting standards, plans, limits and tier features, signup, connection endpoint, authentication, and exclusions. No credentials needed; use before connecting, evaluating costs or coverage, or debugging a connection.

• get_accounting_reference

  Look 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 guessing.

• list_workspaces

  List workspaces available to the authenticated Tokenbooks user, or search by name or slug.

• list_portfolios

  List portfolios available in a workspace, or search by name or slug.

• get_portfolio

  Read 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_balances

  Check 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.

• list_accounting_rules

  Find saved accounting rules, filter them, or recover the exact ruleRef needed to preview, edit, or delete one rule.

• edit_accounting_rules

  Create, update, enable/disable, reorder, or delete saved accounting rules. Pass preview: true on any of those to see the impact without saving; use operation: current to preview the saved ruleset as it stands. Results report when a scan is truncated.

• apply_accounting_rules

  Re-run the current saved rules and default assignments for vendors, people, or organizations (counterparty defaults) across eligible existing accounting transactions; this destructive bulk job ignores unsaved edits, so preview first, then track its requestId with get_request_sta…

• list_wallets

  List wallets in a portfolio with sync status and transaction counts. Pass chainId and walletAddress to check one wallet instead — safe codes/messages show whether to retry or reconnect credentials. EVM addresses are normalized; other networks may be case-sensitive.

• list_journal_line_assignment_options

  Find ledger accounts, saved counterparties, or responsibility centers (departments or projects) assignable to an accounting entry line.

• edit_transaction

  Create manual source transactions (signed wallet movements; duplicate hashes refused; accounting asynchronous), or change one accounting transaction: memo/tags/type, journal lines or unit fair market value. Read line numbers/list_journal_line_assignment_options first. Track requ…

• import_adjustment_journals

  Preview 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 with its preview token and any resolutions.

• get_sync_status

  Check 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.

• incremental_sync

  Pull 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 requestId with get_request_status.

• full_resync

  DANGER: 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 consequences; use incremental_sync for routine new activity.

• list_portfolio_transactions

  Find accounting transactions—called Portfolio Transactions in Tokenbooks—for review or reconciliation; filter by status, type, errors, spam, wallet, or asset, optionally attaching grouped contributing raw source records (10-record page cap). Pass transactionId to explain one tra…

• list_raw_transactions

  Find compact source transactions first, called Raw Transactions in Tokenbooks, including unprocessed or partially linked activity. Pass rawTransactionId to show how one maps to wallet movements and accounting transactions; add includeDetails for its sanitized event logs and deco…

• get_filter_options

  List the available values for one portfolio filter—such as accounts, wallets, assets, transaction status, or warnings—before building a filtered query.

• get_portfolio_issue_summary

  Summarize accounting problems that need review with exact counts for uncategorized, errored, and spam-related transactions, plus examples of uncategorized and errored transactions.

• confirm_transaction

  Post a proposed accounting transaction to the books; this queued action returns a requestId.

• reprocess_transaction

  Recalculate 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.

• preview_transaction_classification

  Preview how selected wallet movements would be grouped and labeled as accounting transactions. Returns every proposal in order and saves nothing.

• merge_transactions

  Destructively combine wallet movements from several accounting transactions into one target transaction and reclassify it; preview the grouping first, then track the queued requestId.

• split_transactions

  Destructively 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 as operation handles. It cannot divide one transfer amount into new economic legs…

• mark_token_spam

  Mark 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.

• simulate_fiat_quote

  Estimate exchange rates, processing fees, amount received, and corridor limits for a bank payout before sending money; compare supported rails such as ACH, SEPA, EFT, FPS, IMPS, or SWIFT.

• get_journal_entry

  Read 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_ledger

  Trace paginated cost-basis acquisition, disposal, transfer, and adjustment history across a portfolio, optionally narrowed by asset, wallet, event kind, accounting transaction, or date.

• request_report_export

  Queue a 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 returned requestId with get_request_status.

• get_request_status

  Check the status of any queued background work — report generation, wallet sync, rule application, or a transaction change — using the requestId returned when it was queued; there is no separate report-status tool.

• add_wallet

  Add 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 require an integrationId. It does not configure exchange accounts and reports which…

• create_workspace

  Create a workspace when list_workspaces is empty or the user wants another; then create_portfolio. On failure, check list_workspaces before retrying.

• create_portfolio

  Create 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 is selected, Tokenbooks uses generic accounting defaults. Search help for polic…

• get_asset_position

  Summarize one cryptocurrency or token across every wallet with quantity, cost basis, market value, unrealized gain or loss, and portfolio totals. This covers wallet holdings, not all ledger accounts; request a balance-sheet report for a complete statement.

• list_chains

  Find 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.

• get_help

  Find practical Tokenbooks instructions or accounting guidance. Pass query to search by topic (MCP workflow, cost basis, fair market value, gas fees, stablecoins, ...), or pass a slug from a previous search result to open that article.

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