io.tokenbooks/tokenbooks

up checked 2026-11-11T03:38:17.897Z

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Publisher-provided title

Tokenbooks - crypto and fiat accounting and payments

Publisher-provided description

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

Summary by lookupd

Manages crypto and fiat accounting: syncs wallets, reconciles transactions, tracks cost basis, and exports audit-ready reports.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add tokenbooks --url https://api.tokenbooks.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 37)

Publisher-provided text

• get_server_info Review supported blockchains and fiat sources, accounting standards, plans, limits and tier features, signup, connection endpoint, authentication, and exclusion
• 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. Pass preview: true on any of those to see the impact without saving; use operation: c
• 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 ledger accounts, saved counterparties, or responsibility centers (departments or projects) assignable to an accounting entry line.
• edit_transaction Create manual source transactions (signed wallet movements; duplicate hashes refused; accounting asynchronous), or change one accounting transaction: memo/tags/
• 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; compare supported rails such as ACH, SEPA
• 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 a spreadsheet, PDF, or JSON accounting report—such as profit and loss, trial balance, balance sheet, journal, or transaction export—for a reporting period

Details

• Version: 0.1.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 2706 ms
• First indexed: 2026-11-01T10:03:30.628Z
• Last seen in registry: 2026-11-01T10:03:30.638Z
• Website: https://tokenbooks.io/use-cases/ai-accounting

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• Last crawl: 2026-11-11T17:38:11.606Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp