Tokenbooks - crypto and fiat accounting and payments

Name: Tokenbooks - crypto and fiat accounting and payments
Author: io.tokenbooks

MCP serverMCP

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

by io.tokenbookshomepage ↗v0.1.1

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Tools observed via MCP handshake

get_server_info — Learn what this accounting server covers before connecting: supported blockchains and fiat sources, accounting standards, plans with their capacity limits and w
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 th
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
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,
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 -- the rule's whole authoring lifecycle. Pass preview: true on any of those to see the
apply_accounting_rules — Re-run the current saved rules and default assignments for vendors, people, or organizations (counterparty defaults) across eligible existing accounting transac
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 wheth
list_journal_line_assignment_options — Find the ledger accounts, saved counterparties, or responsibility centers (departments, projects, or other reporting groups) that can be assigned to an accounti
edit_transaction — Change one accounting transaction (a Portfolio Transaction): update_fields for memo, the full tag set, or operation type; update_journal_line for the ledger acc
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 is
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
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 n
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 d
list_portfolio_transactions — Find accounting transactions—called Portfolio Transactions in Tokenbooks—for review or reconciliation; filter by status, type, errors, spam, wallet, or asset, o
list_raw_transactions — Find compact source transactions first, called Raw Transactions in Tokenbooks, including unprocessed or partially linked activity. Pass rawTransactionId to show
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 e
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 waitForCompl
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 trac
split_transactions — Destructively move selected whole existing operation handles unchanged out of one accounting transaction into a new classified transaction; use this only when t
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 markin
simulate_fiat_quote — 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
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, account
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 exp
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 i
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 sup
create_portfolio — Create an accounting portfolio in an existing workspace, optionally choosing jurisdiction and policies; Canada and US profiles require matching currency, entity
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 wa
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 c
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

when	check	result	http	latency	detail
3 h ago	mcp initialize	ok	200	535 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools
9 h ago	mcp initialize	ok	200	645 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools
15 h ago	mcp initialize	ok	200	559 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools
21 h ago	mcp initialize	ok	200	503 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools
28 h ago	mcp initialize	ok	200	529 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools
34 h ago	mcp initialize	ok	200	483 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools
2 d ago	mcp initialize	ok	200	639 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools
2 d ago	mcp initialize	ok	200	526 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools
2 d ago	mcp initialize	ok	200	547 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools
3 d ago	mcp initialize	ok	200	552 ms	server tokenbooks 0.1.1 · protocol 2025-11-25 · 36 tools

Tokenbooks - crypto and fiat accounting and payments

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