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8 clients · secrets stay placeholders

JSON (mcpServers)Claude CodeCodexOpenCodeCursorVS CodeGemini CLIGoose

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

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

[mcp_servers.tokenbooks]
url = "https://api.tokenbooks.io/mcp"

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "tokenbooks": {
      "type": "remote",
      "url": "https://api.tokenbooks.io/mcp",
      "enabled": true
    }
  }
}

{
  "mcpServers": {
    "tokenbooks": {
      "type": "http",
      "url": "https://api.tokenbooks.io/mcp"
    }
  },
  "deeplink": "cursor://anysphere.cursor-deeplink/mcp/install?name=tokenbooks&config=eyJ0eXBlIjoiaHR0cCIsInVybCI6Imh0dHBzOi8vYXBpLnRva2VuYm9va3MuaW8vbWNwIn0%3D"
}

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

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

extensions:
  "tokenbooks":
    enabled: true
    name: "tokenbooks"
    type: streamable_http
    uri: "https://api.tokenbooks.io/mcp"
    timeout: 300

Quality 72 / 100needs work

protocol75 · weight 25

warn
protocol.modernnewest supported version is 2025-11-25; 2026-07-28 not supported, older versions are deprecated until 2027-07-28
n/a
protocol.statelessonly applies to 2026-07-28 servers
pass
protocol.transportstreamable HTTP
n/a
protocol.list_ttlonly applies to 2026-07-28 servers

authorizationn/a · weight 15

n/a
auth.prm, auth.as_metadata, auth.cimdno remote uses OAuth
n/a
auth.secret_in_urlno templated URL

tool hygiene93 · weight 30

pass
tools.descriptionsevery tool has a description
pass
tools.description_lengthdescriptions are concise
pass
tools.schemasevery tool has an object input schema
pass
tools.annotations36 of 36 tools declare readOnlyHint or destructiveHint
pass
tools.directory_hintsevery tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHint
warn
tools.token_costabout 20,766 tokens to load every tool
pass
tools.api_dumptools are not a one-to-one API dump

stability25 · weight 15

warn
stability.changes73 tool changes in 30 days
fail
stability.rug_pull1 tools kept their name but changed most of their description in 30 days; review before trusting them

dependenciesn/a · weight 15

n/a
deps.known_vulns, deps.mcp_sdk_version, deps.resolvableno npm or PyPI package

36 tools, about 20,766 tokens to load them all · tool set 3ed48fc199c2 · tools last changed 2026-10-15 · checked 2026-10-20 14:21 UTC

Tool changes

2026-10-15get_filter_optionschangedinput schema, output schema
2026-10-15edit_accounting_ruleschangedinput schema, output schema
2026-10-15list_accounting_ruleschangedinput schema, output schema
2026-10-15get_request_statuschangedoutput schema
2026-10-14get_lot_ledgerchangedoutput schema
2026-10-14split_transactionschangedinput schema
2026-10-14merge_transactionschangedinput schema
2026-10-14preview_transaction_classificationchangedoutput schema
2026-10-14list_portfolio_transactionschangedinput schema
2026-10-14edit_transactionchangedinput schema

Showing the latest 10. Full history: list_changes · trend: quality JSON.

Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed. How it is computed.

Trust 80 / 100

no-repository

provenance55

liveness100

freshness85

hygiene80

+dns-namespace +website +reachable +uptime-100% ~updated-33d-ago -no-repository

Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed. How it is computed.

Endpoints

remote	auth	reachable	uptime 30d	p50	protocol	last ok
`https://api.tokenbooks.io/mcp` streamable-http	none	yes	100%	444 ms	2025-11-25	2026-10-20

Tools (36)

`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. This tool does not configure exchange accounts and reports which addresses were added or skipped.
`apply_accounting_rules`destructive	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_transaction`	Post a proposed accounting transaction to the books; this queued action returns a requestId.
`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 policy choices; workspace creation remains in the Tokenbooks UI.
`edit_accounting_rules`destructive	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_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_resync`destructive	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_reference`read-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_position`read-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_options`read-only	List the available values for one portfolio filter—such as accounts, wallets, assets, transaction status, or warnings—before building a filtered query.
`get_help`read-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_entry`read-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_ledger`read-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_portfolio`read-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_balances`read-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.
`get_portfolio_issue_summary`read-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_status`read-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_info`read-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_status`read-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_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_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_rules`read-only	Find saved accounting rules, filter them, or recover the exact ruleRef needed to preview, edit, or delete one rule.
`list_chains`read-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_options`read-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_portfolios`read-only	List portfolios available in a workspace, or search by name or slug.
`list_portfolio_transactions`read-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_raw_transactions`read-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_wallets`read-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_workspaces`read-only	List workspaces available to the authenticated Tokenbooks user, or search by name or slug.
`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.
`merge_transactions`destructive	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_classification`read-only	Preview how selected wallet movements would be grouped and labeled as accounting transactions. Returns every proposal in order and saves nothing.
`reprocess_transaction`destructive	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_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_quote`read-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_transactions`destructive	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.

Schemas: list_tools.

Similar MCP servers

Official server.json

{
  "name": "io.tokenbooks/tokenbooks",
  "icons": [
    {
      "src": "https://tokenbooks.io/icon.svg",
      "sizes": [
        "any"
      ],
      "mimeType": "image/svg+xml"
    },
    {
      "src": "https://tokenbooks.io/web-app-manifest-512x512.png",
      "sizes": [
        "512x512"
      ],
      "mimeType": "image/png"
    }
  ],
  "title": "Tokenbooks - crypto and fiat accounting and payments",
  "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
  "remotes": [
    {
      "url": "https://api.tokenbooks.io/mcp",
      "type": "streamable-http"
    }
  ],
  "version": "0.1.1",
  "websiteUrl": "https://tokenbooks.io/use-cases/ai-accounting",
  "description": "Crypto and fiat on one double-entry ledger: sync wallets, reconcile, cost basis, audit-ready close."
}