Tokenbooks - crypto and fiat accounting and payments MCP Tools

Tokenbooks - crypto and fiat accounting and payments exposes 36 tools. Each one has its own page with the configuration for every client that can run this server.

get_server_info Read-only

get server info
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_portfolio Mutating

create portfolio
get_asset_position Read-only

get asset position
list_chains Read-only

list chains
get_help Read-only

get help

This list was read from the server itself, by connecting to it and calling tools/list on 24 September 2026. It is what the server actually exposes, not what its listing claims.

Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.

Tokenbooks - crypto and fiat accounting and payments MCP server