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MCP live MCP 2026-07-28 streamable-http

Tokenbooks - crypto and fiat accounting and payments

io.tokenbooks/tokenbooks

Crypto and fiat on one double-entry ledger: sync wallets, reconcile, cost basis, audit-ready close.

Watch this dependency Share evidence report
Uptime
100.0%
5 direct probes · 30d
Response
2085ms
last probe
Tools
37
callable
Resources
0
readable
Prompts
4
available
Primary URL
https://api.tokenbooks.io/mcp
Score: 100/100
Handshake verified by our own probe.
pass Answers the MCP handshake 50/50
The handshake and the list calls succeeded on the primary URL.
pass Lists tools, resources or prompts 30/30
37 tools, 0 resources, 4 prompts returned.
pass 3 or more catalogue items 10/10
41 items in total; 3 or more earns these points.
pass Describes itself 10/10
99 characters; more than 30 earns these points.

Tools · 37

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 con…

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 guess…

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 i…

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…

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. EV…

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 …

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 wi…

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 r…

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 consequ…

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…

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 ac…

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…

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_…

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 repor…

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 requ…

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 …

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; …

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 s…

Prompts · 4

triage_uncategorized_transactions

Walk every uncategorized/errored transaction in a portfolio and remediate it.

month_end_close

Sync, resolve errors, confirm, and produce closing reports for a portfolio.

reconcile_wallet_balances

Check booked positions against on-chain wallet balances and investigate diffs.

reconcile_portfolio

End-to-end blockchain reconciliation: review errors, fix or ask per transaction, guard cost basis, and confirm when reconciled.

How to use

Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://api.tokenbooks.io/mcp

Cursor or Cline: add to your MCP config:

{
  "mcpServers": {
    "tokenbooks_-_crypto_and_fiat_accounting_and_payments": {
      "url": "https://api.tokenbooks.io/mcp",
      "transport": "streamable-http"
    }
  }
}