Windsurf Tokenbooks - crypto and fiat accounting and payments Prompt/reconcile_portfolio
How to: Windsurf Tokenbooks - crypto and fiat accounting and payments reconcile_portfolio
Add Tokenbooks - crypto and fiat accounting and payments to Windsurf
-
01
Open ~/.codeium/windsurf/mcp_config.json and merge this in. Keep any servers already there.
{
"mcpServers": {
"tokenbooks": {
"serverUrl": "https://api.tokenbooks.io/mcp"
}
}
}-
02
Save the file and restart Windsurf.
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03
reconcile_portfolio is surfaced in the client's prompt or command menu. Unlike a tool, you invoke it deliberately — Windsurf will not call it for you.
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04
If it does not appear, check that Tokenbooks - crypto and fiat accounting and payments is connected and that you are looking at its prompts rather than its tools.
Global only — Windsurf has no per-project MCP config. Refresh Cascade after saving. Windsurf docs
Same prompt, other clients
Read from the server itself, by connecting to it and calling prompts/list on 24 September 2026.
A listing does not declare its prompts, so asking is the only way to know them, and this
is what the server actually offers rather than what its listing claims. Names only are
stored; connect the server for each prompt's arguments.