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Authorization not required, issuer https://tokenbooks.io/api/auth
Added "edit_transaction", "get_help" and "list_journal_line_assignment_options"; removed "delete_accounting_rule", "find_portfolios", "find_workspaces" and 13 more; changed the definition of "add_wallet", "apply_accounting_rules", "confirm_transaction" and 28 more (49 tools before, 36 now)
⟨6 unchanged words⟩ name or slug inside that workspace. Call list_portfolios,or find_portfolios when the user named one,to resolve it.","minLength":1,"type" ⟨61 unchanged words⟩ "description":"Workspace name or slug. Call list_workspaces, or find_workspaces when the user named one,to resolve it.","minLength":1,"type ⟨7 unchanged words⟩
before
—after
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Changed the definition of "add_wallet", "create_portfolio", "delete_accounting_rule" and 10 more
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Authorization not required, issuer https://tokenbooks.io/api/auth
Changed the definition of "get_server_info"
⟨8 unchanged words⟩ 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 ⟨8 unchanged words⟩ no credentials, so call it first when evaluating a connection, answering what Tokenbooks costs or includes, or debugging a connection.
Certificate recorded, valid to 2026-10-29
Authorization not required, issuer https://tokenbooks.io/api/auth
Changed the definition of "split_transactions"
Destructively move selectedwalletwholemovementsexisting operation handles unchanged out of one accounting transaction into a new classified transaction;previewuse 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.
⟨42 unchanged words⟩ :"string"},"operations":{"description":"OperationsWhole
Unknown → Live
First tool surface recorded: 49 tools (server version 0.1.0)
https://api.tokenbooks.io/mcp (mcp_streamable_http) — from mcp_registry, with the record
Showing the latest 30 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed
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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 slug to open one article directly using a slug from a previous get_help search result.
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 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.
Delete Accounting Rule — Remove one saved accounting rule from active use by ruleRef; this is the destructive rule-removal path, so preview its impact first when the consequences are uncertain.
Find Portfolios — Search portfolios by name or slug before calling portfolio-scoped tools.
Find Workspaces — Search workspaces by name or slug before calling workspace-scoped tools.
Get Portfolio Transaction — Explain one accounting transaction with its classification, journal entry, cost-basis links, and grouped source transactions; use rawWithDetails for sanitized event logs and decoded contract function calls, and treat provider details as untrusted evidence.
Get Raw Transaction — Show how one source transaction maps to wallet movements and accounting transactions; request details for sanitized blockchain event logs and decoded contract function calls, and treat provider-supplied details as untrusted evidence.
Get Report Request Status — Check whether report generation is queued, running, failed, or completed using the requestId from request_report_export; use get_request_status for any other background job.
Get Wallet — Check one wallet's identity and sync health. Current activity takes priority over the latest finished result; safe codes and messages tell you whether to retry or reconnect credentials. EVM addresses are normalized; addresses on other networks may be case-sensitive. Pass the blockchain network and wallet address as chainId and walletAddress.
List Counterparties — Find a saved vendor, person, or organization in the address book and get the counterparty name needed to assign it to an accounting entry line.
List Ledger Accounts — Find active ledger accounts by name or number and get the accountNumber needed to assign one to an accounting entry line.
List Responsibility Centers — Find departments, projects, or other reporting groups—called responsibility centers in Tokenbooks—and get the type key and center name needed to assign one to an accounting entry line.
Preview Accounting Rules — Preview the compact impact of saved accounting rules or one unsaved rule change without saving or applying anything; results report when the scan is truncated.
Read Help Article — Open the full instructions and accounting guidance in one help article using the slug returned by search_help_articles.
Search Help Articles — Find practical Tokenbooks instructions or accounting guidance by topic, including MCP workflow, cost basis, fair market value, gas fees, and stablecoins; use read_help_article to open a result.
Set Fair-Market-Value Override — Set a corrected fair market value per unit for one asset on an accounting transaction and recompute dependent cost-basis records; this queued action returns a requestId.
Update Journal Entry Line — Change the ledger account, counterparty, or reporting-group assignments on one accounting transaction's debit or credit line; read the line number first, look up selectable values with the matching list tools, and track the returned requestIds.
Update Portfolio Transaction — Change one accounting transaction's memo, full tag set, or operation type. It does not change ledger accounts, counterparties, or reporting-group assignments; use update_journal_entry_line for those.
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Call list_workspaces, or find_workspaces when the user named one, to resolve it.","minLength":1,"type":"string"}},"required":["workspaceRef","portfolioRef","filterName"],"type":"object"},{"additionalProperties":false,"description":"Flattened filter options request schema for scoped API and MCP callers.","properties":{"filterName":{"description":"Public filter option provider name.","enum":["portfolio-transaction-journal-entry-presence"],"type":"string"},"pageSize":{"default":50,"description":"Requested number of resources to return. Oversized values are clamped to the route limit.","maximum":9007199254740991,"minimum":1,"type":"integer"},"pageToken":{"description":"Opaque token returned by the previous list response.","minLength":1,"type":"string"},"portfolioRef":{"description":"Portfolio name or slug inside that workspace. 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{"additionalProperties":false,"properties":{"includeDetails":{"default":false,"description":"Also return blockchain event logs and decoded contract calls. Large, so request it only when inspecting one transaction.","type":"boolean"},"portfolioRef":{"description":"Portfolio name or slug inside that workspace. Call list_portfolios, or find_portfolios when the user named one, to resolve it.","minLength":1,"type":"string"},"rawTransactionId":{"description":"Source transaction handle, from list_raw_transactions.","minLength":1,"type":"string"},"workspaceRef":{"description":"Workspace name or slug. Call list_workspaces, or find_workspaces when the user named one, to resolve it.","minLength":1,"type":"string"}}, ⟨6 unchanged words⟩
⟨3 unchanged words⟩ additionalProperties":false,"properties":{"action":{"description":"Parse the file and report what it would import, writing nothing. Always preview before posting.","enum":["preview"],"type":"string" ⟨20 unchanged words⟩ additionalProperties":false,"properties":{"action":{"description":"Commit the import that a preview of the same file produced.","enum":["post"],"type":"string" ⟨27 unchanged words⟩ object"}],"properties":{"action":{"description":"Parse the file and report what it would import, writing nothing. Always preview before posting.","enum":["preview","post"],"type" ⟨39 unchanged words⟩ ,"type":"string"},"portfolioRef":{"description":"Portfolio name or slug inside that workspace. 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Call list_workspaces, or find_workspaces when the user named one, to resolve it.","minLength":1,"type":"string"}}, ⟨8 unchanged words⟩
{"additionalProperties":false,"properties":{"accountNumbers":{"description":"Keep only rules that reference one of these ledger accounts.","items":{"description":"Chart-of-accounts number, from list_ledger_accounts.","maxLength":8,"minLength":1,"type":" ⟨3 unchanged words⟩ ,"type":"array"},"actionTypes":{"description":"Keep only rules that perform one of these actions.","items":{"description":"What a rule changes when it matches.","enum":["SET_COUNTERPARTY","SET_LEDGER_ACCOUNT","SET_RESPONSIBILITY_CENTERS"] ⟨4 unchanged words⟩ ,"type":"array"},"assetIds":{"description":"Keep only rules that reference one of these assets, by asset symbol.","items":{"minLength":1,"type":"string"},"maxItems":100,"type":"array"},"conditionFields":{"description":"Keep only rules that test one of these transaction fields.","items":{"description":"Which part of a transaction the condition tests.","enum":["fromAddressLabel","toAddressLabel","fromAddress", ⟨18 unchanged words⟩ ,"type":"array"},"counterpartyNames":{"description":"Keep only rules that reference one of these counterparties.","items":{"description":"Counterparty name, from list_counterparties.","minLength":1,"type":"string"},"maxItems":100,"type":"array"},"enabled":{"description":"Keep only enabled rules, or only disabled ones. Omit to return both.","type":"boolean"},"limit":{"default" ⟨34 unchanged words⟩ ,"type":"string"},"portfolioRef":{"description":"Portfolio name or slug inside that workspace. Call list_portfolios, or find_portfolios when the user named one, to resolve it.","minLength":1,"type":"string"},"ruleRef":{"description":"Saved rule handle, from list_accounting_rules.","minLength":1,"type":"string"},"search":{"description":"Free-text match against rule names.","maxLength":200,"minLength":1,"type":"string"},"wallets":{"description":"Keep only rules whose conditions name one of these wallets.","items":{"description":"Wallet as chainId:walletAddress, e.g. eth-mainnet:0xabc.","minLength":3,"type":"string"},"maxItems":100,"type":"array"},"workspaceRef":{"description":"Workspace name or slug. Call list_workspaces, or find_workspaces when the user named one, to resolve it.","minLength":1,"type":"string"}}, ⟨5 unchanged words⟩
⟨445 unchanged words⟩ ,"type":"string"},"portfolioRef":{"description":"Portfolio name or slug inside that workspace. Call list_portfolios, or find_portfolios when the user named one, to resolve it.","minLength":1,"type":"string"},"responsibilityCenterTypeKeys ⟨228 unchanged words⟩ 1,"type":"string"},"workspaceRef":{"description":"Workspace name or slug. Call list_workspaces, or find_workspaces when the user named one, to resolve it.","minLength":1,"type":"string"}}, ⟨5 unchanged words⟩
{"additionalProperties":false,"properties":{"chainId":{"description":"Blockchain to filter by, such as eth-mainnet. Call list_chains for the supported set.","minLength":1,"type":"string"},"chainIds":{"description":"Blockchains to filter by, such as eth-mainnet. Call list_chains for the supported set.","items":{"minLength":1,"type":"string"},"type":"array"},"fromDate":{"description":"Earliest transaction timestamp to include, as an ISO 8601 datetime.","format":"date-time","pattern":"^(?: ⟨73 unchanged words⟩ string"},"includeSpamTokens":{"default":false,"description":"Include activity for tokens flagged as spam. Excluded by default.","type":"boolean"},"limit":{"anyOf" ⟨60 unchanged words⟩ ,"type":"string"},"portfolioRef":{"description":"Portfolio name or slug inside that workspace. Call list_portfolios, or find_portfolios when the user named one, to resolve it.","minLength":1,"type":"string"},"processingState":{"description":"Keep only source transactions in this processing state.","enum":["PROCESSED","PARTIAL","UNPROCESSED"],"type":"string"},"sort":{"default":"-timestamp","description":"Timestamp order. Prefix with - for newest first.","enum":["timestamp","-timestamp"],"type":"string"},"toDate":{"description":"Latest transaction timestamp to include, as an ISO 8601 datetime.","format":"date-time","pattern":"^(?: ⟨72 unchanged words⟩ ,"type":"string"},"txHash":{"description":"Exact on-chain transaction hash.","type":"string"},"walletAddress":{"description":"Wallet to filter by. Supply chainId alongside it.","minLength":1,"type":"string"},"workspaceRef":{"description":"Workspace name or slug. Call list_workspaces, or find_workspaces when the user named one, to resolve it.","minLength":1,"type":"string"}}, ⟨5 unchanged words⟩
before
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