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Tokenbooks - crypto and fiat accounting and payments

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

Connector by tokenbooks.ioOfficial · Domain verified by the MCP Registry

IndexedLicense unknownRemote (HTTP)
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Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/tokenbooks-io-tokenbooks

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://api.tokenbooks.io/mcp Remote (HTTP)

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About

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

Reviews

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
22 read · 8 write · 6 delete
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 36

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 22 · Look things up without changing anything.

  • get_accounting_reference
  • get_asset_position
  • get_filter_options
  • get_help
  • get_journal_entry
  • get_lot_ledger
  • get_portfolio
  • get_portfolio_balances
  • get_portfolio_issue_summary
  • get_request_status
  • get_server_info
  • get_sync_status
Show 10 more tools
  • list_accounting_rules
  • list_chains
  • list_journal_line_assignment_options
  • list_portfolio_transactions
  • list_portfolios
  • list_raw_transactions
  • list_wallets
  • list_workspaces
  • preview_transaction_classification
  • simulate_fiat_quote

Write 8 · Create, change, send or run things.

  • add_wallet
  • confirm_transaction
  • create_portfolio
  • edit_transaction
  • import_adjustment_journals
  • incremental_sync
  • mark_token_spam
  • request_report_export

Delete 6 · Delete, drop, revoke or wipe things.

  • apply_accounting_rules
  • edit_accounting_rules
  • full_resync
  • merge_transactions
  • reprocess_transaction
  • split_transactions

Network hosts it talks to 1

  • api.tokenbooks.io · found in remote endpoint, install command

Files it touches

  • Any path the agent passes to its tools

Tools (36)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • add_walletAdd Wallet(s) to Portfolio

    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. This tool does not configure exchange accounts and reports which addresses were added or skipped.

  • apply_accounting_rulesApply Accounting Rulescan change or delete data

    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_status.

  • confirm_transactionConfirm Portfolio Transaction

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

  • create_portfolioCreate 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 policy choices; workspace creation remains in the Tokenbooks UI.

  • edit_accounting_rulesEdit Accounting Rulescan change or delete data

    Create, update, enable/disable, reorder, or delete saved accounting rules -- the rule's whole authoring lifecycle. 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.

  • edit_transactionEdit 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 requestIds or waitForCompletion for fields/FMV edits.

  • full_resyncFull Resync (DANGER — wipes & rebuilds history)can change or delete data

    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.

  • get_accounting_referenceGet Accounting Referenceread-only

    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.

  • get_asset_positionGet Asset Positionread-only

    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 rather than all ledger accounts; request a balance-sheet report for a complete accounting statement.

  • get_filter_optionsGet Filter Optionsread-only

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

  • get_helpGet Helpread-only

    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 slug to open one article directly using a slug from a previous get_help search result.

  • get_journal_entryGet Journal Entryread-only

    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_ledgerGet Cost-Basis Lot Ledgerread-only

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

  • get_portfolioGet Portfolioread-only

    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_balancesGet Portfolio Balancesread-only

    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.

Show 21 more tools
  • get_portfolio_issue_summaryGet Portfolio Issue Summaryread-only

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

  • get_request_statusGet Request Statusread-only

    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. Works for every request kind; there is no separate report-status tool.

  • get_server_infoGet Server Inforead-only

    Learn 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, connection endpoint and authentication methods, and what it deliberately leaves out. Needs no credentials, so call it first when evaluating a connection, answering what Tokenbooks costs or includes, or debugging a connection.

  • get_sync_statusGet Sync Statusread-only

    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.

  • import_adjustment_journalsImport 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.

  • incremental_syncIncremental 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.

  • list_accounting_rulesList Accounting Rulesread-only

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

  • list_chainsList Supported Chainsread-only

    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.

  • list_journal_line_assignment_optionsList Journal Line Assignment Optionsread-only

    Find the ledger accounts, saved counterparties, or responsibility centers (departments, projects, or other reporting groups) that can be assigned to an accounting entry line. Pass type to choose the lookup: ledger_account returns each account's accountNumber, counterparty returns the counterparty name, and responsibility_center returns its type key and center name.

  • list_portfolio_transactionsList Portfolio Transactionsread-only

    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 full details of one transaction instead: classification, journal entry, cost-basis links, and (rawWithDetails) its sanitized event logs and contract calls.

  • list_portfoliosList Portfoliosread-only

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

  • list_raw_transactionsList Raw Transactionsread-only

    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 decoded contract calls (untrusted provider evidence).

  • list_walletsList Walletsread-only

    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_workspacesList Workspacesread-only

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

  • mark_token_spamMark Token as 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.

  • merge_transactionsMerge Portfolio Transactionscan change or delete data

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

  • preview_transaction_classificationPreview Transaction Classificationread-only

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

  • reprocess_transactionReprocess Portfolio Transactioncan change or delete data

    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.

  • request_report_exportRequest Report Export

    Queue 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 returned requestId with get_request_status.

  • simulate_fiat_quoteSimulate Fiat Payout Quoteread-only

    Estimate 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_transactionsSplit Portfolio Transactioncan change or delete data

    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: repair sync normalization or use a supported persisted replacement lifecycle for a missing leg. Preview the grouping first, then track the queued requestId.

Signals

Last release
Sep 17, 2026 (1 month ago)

Details

Registry name
io.tokenbooks/tokenbooks
Version
0.1.1
Auth
Auth not stated
License
License unknown
Website
tokenbooks.io/use-cases/ai-accounting
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registry

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Tokenbooks - crypto and fiat accounting and payments MCP server. Agent Mart. https://agentmart.dev/connectors/tokenbooks-io-tokenbooks (last updated 2026-10-24)