Tokenbooks - crypto and fiat accounting and payments is a remote MCP server that gives an AI agent 36 tools, among them add_wallet, apply_accounting_rules, confirm_transaction. It answers at https://api.tokenbooks.io/mcp over streamable HTTP, and it listed its tools to an anonymous client, so no sign-in was needed for that. Our probes reached it 4 of 4 times since 15 September 2026; the last check, on 19 October 2026, succeeded.
Crypto and fiat on one double-entry ledger: sync wallets, reconcile, cost basis, audit-ready close.
Description as the publisher wrote it.
| Tool | What it does |
|---|---|
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 Inputs: workspaceRef, portfolioRef, wallets |
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 unsaved edits, so preview first, then t Inputs: workspaceRef, portfolioRef |
confirm_transaction | Post a proposed accounting transaction to the books; this queued action returns a requestId. Inputs: workspaceRef, portfolioRef, transactionId |
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 acc Inputs: workspaceRef, name, currency, legalEntityType, financialReportingFramework, reportingTimezone |
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 impact without saving; use operation: current to preview the saved ruleset as i |
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 account, counterparty, or reporting-group assignments on one debit or credit line ( Inputs: workspaceRef, portfolioRef, operation, transactionId, memo, tags |
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 consequences; use incremental_sync for routine Inputs: workspaceRef, portfolioRef, wallets |
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 guessing. |
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 rather than all ledger accounts; request a balance-sheet report fo Inputs: workspaceRef, portfolioRef, assetRef |
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. Inputs: workspaceRef, portfolioRef, filterName, pageSize, pageToken, search |
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 g Inputs: query, slug, limit |
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. Inputs: workspaceRef, portfolioRef, journalEntryId |
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. Inputs: workspaceRef, portfolioRef, assetRef, filter, sort, chainId |
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. Inputs: workspaceRef, portfolioRef |
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. Inputs: workspaceRef, portfolioRef |
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. Inputs: workspaceRef, portfolioRef |
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. Works for every request kind; there is no separate report-status t Inputs: workspaceRef, requestId, portfolioRef, transactionId |
get_server_info | 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 metho |
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. Inputs: workspaceRef, portfolioRef |
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 Inputs: workspaceRef, portfolioRef, action, contentBase64, fileName, previewToken |
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. Inputs: workspaceRef, portfolioRef, wallets |
list_accounting_rules | Find saved accounting rules, filter them, or recover the exact ruleRef needed to preview, edit, or delete one rule. Inputs: workspaceRef, portfolioRef, search, enabled, actionTypes, conditionFields |
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. Inputs: query, evmOnly |
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 accou Inputs: workspaceRef, portfolioRef, type, search, page, limit |
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 raw source records (10-record page cap) Inputs: workspaceRef, portfolioRef, transactionId, limit, pageToken, sort |
list_portfolios | List portfolios available in a workspace, or search by name or slug. Inputs: workspaceRef, query, page, limit, pageSize |
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 accounting transactions; add includeDetail Inputs: workspaceRef, portfolioRef, rawTransactionId, limit, pageToken, fromDate |
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. EVM addresses are normalized; other networ Inputs: workspaceRef, portfolioRef, chainId, walletAddress, page, limit |
list_workspaces | List workspaces available to the authenticated Tokenbooks user, or search by name or slug. Inputs: query |
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. Inputs: workspaceRef, portfolioRef, chainId, tokenAddress, isSpam, reason |
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. Inputs: workspaceRef, portfolioRef, transactionId, operations, operationType, subType |
preview_transaction_classification | Preview how selected wallet movements would be grouped and labeled as accounting transactions. Returns every proposal in order and saves nothing. Inputs: workspaceRef, portfolioRef, operations |
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. Inputs: workspaceRef, portfolioRef, transactionId, reason, waitForCompletion, timeoutMs |
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 Inputs: workspaceRef, portfolioRef, reportType, format, fromDate, toDate |
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 ACH, SEPA, EFT, FPS, IMPS, or SWIFT. Inputs: workspaceRef, portfolioRef, network, receivingAmount, receivingCurrency, recipientBankCountry |
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 operation handles. It cannot divide one Inputs: workspaceRef, portfolioRef, transactionId, operations, operationType, subType |
Every block below points at https://api.tokenbooks.io/mcp. Pick your client and copy.
claude mcp add --transport http tokenbooks-crypto-and-fiat-accou https://api.tokenbooks.io/mcp
{
"mcpServers": {
"tokenbooks-crypto-and-fiat-accou": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://api.tokenbooks.io/mcp"]
}
}
}{
"mcpServers": {
"tokenbooks-crypto-and-fiat-accou": {
"url": "https://api.tokenbooks.io/mcp"
}
}
}{
"servers": {
"tokenbooks-crypto-and-fiat-accou": {
"type": "http",
"url": "https://api.tokenbooks.io/mcp"
}
}
}{
"context_servers": {
"tokenbooks-crypto-and-fiat-accou": {
"url": "https://api.tokenbooks.io/mcp"
}
}
}{
"mcpServers": {
"tokenbooks-crypto-and-fiat-accou": {
"serverUrl": "https://api.tokenbooks.io/mcp"
}
}
}{
"mcpServers": {
"tokenbooks-crypto-and-fiat-accou": {
"url": "https://api.tokenbooks.io/mcp"
}
}
}name: Tokenbooks - crypto and fiat accounting and payments
version: 0.0.1
schema: v1
mcpServers:
- name: Tokenbooks - crypto and fiat accounting and payments
type: streamable-http
url: https://api.tokenbooks.io/mcp{
"mcpServers": {
"tokenbooks-crypto-and-fiat-accou": {
"httpUrl": "https://api.tokenbooks.io/mcp"
}
}
}{
"mcpServers": {
"tokenbooks-crypto-and-fiat-accou": {
"type": "http",
"url": "https://api.tokenbooks.io/mcp"
}
}
}{
"mcpServers": {
"tokenbooks-crypto-and-fiat-accou": {
"url": "https://api.tokenbooks.io/mcp"
}
}
}goose://extension?url=https%3A%2F%2Fapi.tokenbooks.io%2Fmcp&type=streamable_http&id=tokenbooks-crypto-and-fiat-accou&name=Tokenbooks%20-%20crypto%20and%20fiat%20accounting%20and%20payments
It answered our last check on 19 October 2026 in 610 ms. Over 4 checks since 15 September 2026 it answered 4. Status here comes from Neuronto's own probes, not from the publisher.
Yes. It is published by tokenbooks.io and served from api.tokenbooks.io, the vendor's own domain: https://api.tokenbooks.io/mcp.
36, as returned by the server's own tools/list on 24 September 2026: add_wallet, apply_accounting_rules, confirm_transaction, create_portfolio, edit_accounting_rules, edit_transaction, full_resync, get_accounting_reference, and 28 more.
It answered our last check on 19 October 2026 in 610 ms. Over 4 checks since 15 September 2026 it answered 4.
Put the server under mcpServers in ~/.cursor/mcp.json with the URL https://api.tokenbooks.io/mcp. The exact JSON is above, with the same setup for Claude Code, Claude Desktop, VS Code, Windsurf, Zed, Gemini CLI and the rest.
It listed its tools to an anonymous client, so reading the tool list needs no key. Individual tools can still ask for credentials in their own inputs.
Publisher: io.tokenbooks. Endpoint host: api.tokenbooks.io. ARD identifier: urn:air:io.tokenbooks:mcp:tokenbooks.
First indexed 15 September 2026. The tools are exactly what the server returned; nothing on this page
is inferred from its name. Ranking in Neuronto search is never for sale.