get_server_info
Read-only
get server info
io.tokenbooks/tokenbooks
Crypto and fiat on one double-entry ledger: sync wallets, reconcile, cost basis, audit-ready close.
transport:streamable-http
tools:37
Target client
run in your project directory
claude mcp add --transport http tokenbooks https://api.tokenbooks.io/mcpsetup guides: Claude Code Claude Desktop Cursor VS Code Zed Windsurf Cline Gemini CLI Grok ChatGPT Claude.ai LangChain
Adds it for this project only. Append --scope user to make it available everywhere. Claude Code docs
get_accounting_reference
Read-only
get accounting reference
list_workspaces
Read-only
list workspaces
list_portfolios
Read-only
list portfolios
get_portfolio
Read-only
get portfolio
get_portfolio_balances
Read-only
get portfolio balances
list_accounting_rules
Read-only
list accounting rules
edit_accounting_rules
Mutating
edit accounting rules
apply_accounting_rules
Mutating
apply accounting rules
list_wallets
Read-only
list wallets
list_journal_line_assignment_options
Read-only
list journal line assignment options
edit_transaction
Mutating
edit transaction
import_adjustment_journals
Mutating
import adjustment journals
get_sync_status
Read-only
get sync status
incremental_sync
incremental sync
full_resync
full resync
list_portfolio_transactions
Read-only
list portfolio transactions
list_raw_transactions
Read-only
list raw transactions
get_filter_options
Read-only
get filter options
get_portfolio_issue_summary
Read-only
get portfolio issue summary
confirm_transaction
confirm transaction
reprocess_transaction
reprocess transaction
preview_transaction_classification
preview transaction classification
merge_transactions
Mutating
merge transactions
split_transactions
split transactions
mark_token_spam
mark token spam
simulate_fiat_quote
simulate fiat quote
get_journal_entry
Read-only
get journal entry
get_lot_ledger
Read-only
get lot ledger
request_report_export
request report export
get_request_status
Read-only
get request status
add_wallet
Mutating
add wallet
create_workspace
Mutating
create workspace
create_portfolio
Mutating
create portfolio
get_asset_position
Read-only
get asset position
list_chains
Read-only
list chains
get_help
Read-only
get help
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. Check the server's own documentation before granting access.