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Tokenbooks - crypto and fiat accounting and payments

warnings

api.tokenbooks.io

One double-entry ledger for crypto and fiat: wallet sync, cost basis, journal entries, reports.

https://api.tokenbooks.io/mcpWebsiteNo authMCP 2025-11-25v0.1.1last checked 30 Oct 2026spoke MCP on 100% of 87 checks (30 days)initialize in 658 ms

Last checked 30 Oct 2026

  • ✓Answered the MCP handshake (MCP 2025-11-25)
  • ✓Auth detected: No auth
  • ✓Lists 36 tools
  • !1 warning
  • ✓Spoke MCP on 87 of 87 checks (30 days)

Will my client connect?

Decided from what the probe found at the endpoint, and from what each client's own documentation says it can complete. Every row carries the day that documentation was read.

✓Claude CodeConnects

The endpoint answers an anonymous handshake, so no credential is needed.

claude mcp add --transport http tokenbooks-crypto-and-fiat-accounting-and-payments https://api.tokenbooks.io/mcp

Claude Code docs · read on 2026-08-30

✓Claude (claude.ai & Desktop)Connects

The endpoint answers an anonymous handshake, so no credential is needed.

Settings → Connectors → Add custom connector, then paste https://api.tokenbooks.io/mcp.

Claude (claude.ai & Desktop) docs · read on 2026-08-30

✓ChatGPTConnects

The endpoint answers an anonymous handshake, so no credential is needed.

Settings → Apps → Advanced settings → Developer mode, then create a connector pointing at https://api.tokenbooks.io/mcp.

ChatGPT docs · read on 2026-08-30

✓CursorConnects

The endpoint answers an anonymous handshake, so no credential is needed.

{
  "mcpServers": {
    "tokenbooks-crypto-and-fiat-accounting-and-payments": {
      "url": "https://api.tokenbooks.io/mcp"
    }
  }
}

Cursor docs · read on 2026-08-30

✓VS Code (Copilot)Connects

The endpoint answers an anonymous handshake, so no credential is needed.

{
  "servers": {
    "tokenbooks-crypto-and-fiat-accounting-and-payments": {
      "type": "http",
      "url": "https://api.tokenbooks.io/mcp"
    }
  }
}

VS Code (Copilot) docs · read on 2026-08-30

How to authenticate

Checked against the endpoint by our probe on 30 Oct 2026. These are the capabilities the server advertises, not a prediction about any particular client.

Scheme
No auth
Protected-resource metadata
✕Not found

Without it a client has to guess where the authorization server lives.

Anonymous access
Handshake succeeds; 36 tools listable
Credentials demanded in prose
✕add_wallet, create_portfolio

These tools are listed anonymously and their own descriptions ask for an account or key, but no challenge is issued — so a client has nothing to act on and the refusal arrives as a tool error.

What the probe found

warningTools needing credentials are listed without a challenge

2 of the 36 tools listed anonymously say in their own descriptions that they need an account or a key (add_wallet, create_portfolio), but the endpoint issued no WWW-Authenticate challenge. The requirement is stated only in prose, so a call reaches the tool and comes back as a tool error instead of an authorization step.

No CORS headers for browser-based clients

A cross-origin preflight came back without Access-Control-Allow-Origin, so the endpoint is reachable from native clients only — code running in a web page is stopped by the browser before a request is ever sent.

No server card

Neither the reserved <endpoint>/server-card location nor the domain's /.well-known/ai-catalog.json describes this endpoint (SEP-2127), so a client that discovers servers by domain will not find it.

Tools

add_walletapply_accounting_rulesconfirm_transactioncreate_portfolioedit_accounting_rulesedit_transactionfull_resyncget_accounting_referenceget_asset_positionget_filter_optionsget_helpget_journal_entryget_lot_ledgerget_portfolioget_portfolio_balancesget_portfolio_issue_summaryget_request_statusget_server_infoget_sync_statusimport_adjustment_journalsincremental_synclist_accounting_ruleslist_chainslist_journal_line_assignment_optionslist_portfolio_transactionslist_portfolioslist_raw_transactionslist_walletslist_workspacesmark_token_spammerge_transactionspreview_transaction_classificationreprocess_transactionrequest_report_exportsimulate_fiat_quotesplit_transactions

Contract history

22 Oct 2026v0.1.12 breaking

Breaking: edit_accounting_rules, list_accounting_rules

15 Oct 2026v0.1.14 breaking

Breaking: edit_accounting_rules, get_filter_options, get_request_status, list_accounting_rules

14 Oct 2026v0.1.14 breaking4 compatible

Breaking: edit_accounting_rules, get_lot_ledger, list_accounting_rules, preview_transaction_classification

12 Oct 2026v0.1.15 breaking2 compatibleinstructions rewritten

Breaking: edit_transaction, get_journal_entry, list_accounting_rules, list_portfolio_transactions, list_raw_transactions

Instructions rewritten: edit_transaction. The description an agent follows changed; the callable contract may not have.

2 Oct 2026v0.1.11 breaking2 compatible

Breaking: get_filter_options

29 Sep 2026v0.1.11 breaking1 compatible

Breaking: edit_accounting_rules

27 Sep 2026v0.1.11 breaking

Breaking: get_filter_options

26 Sep 2026v0.1.11 breaking

Breaking: get_request_status

25 Sep 2026v0.1.136 cosmeticinstructions rewritten

Instructions rewritten: add_wallet, apply_accounting_rules, confirm_transaction, create_portfolio, edit_accounting_rules, edit_transaction, full_resync, get_accounting_reference, get_asset_position, get_filter_options, get_help, get_journal_entry, get_lot_ledger, get_portfolio, get_portfolio_balances, get_portfolio_issue_summary, get_request_status, get_server_info, get_sync_status, import_adjustment_journals, incremental_sync, list_accounting_rules, list_chains, list_journal_line_assignment_options, list_portfolio_transactions, list_portfolios, list_raw_transactions, list_wallets, list_workspaces, mark_token_spam, merge_transactions, preview_transaction_classification, reprocess_transaction, request_report_export, simulate_fiat_quote, split_transactions. The description an agent follows changed; the callable contract may not have.

24 Sep 2026v0.1.15 breaking

Breaking: edit_accounting_rules, edit_transaction, get_filter_options, import_adjustment_journals, list_journal_line_assignment_options

22 Sep 2026v0.1.110 breaking

Breaking: edit_accounting_rules, get_filter_options, get_journal_entry, get_portfolio_issue_summary, get_request_status, import_adjustment_journals, list_accounting_rules, list_portfolio_transactions, list_raw_transactions, list_wallets

21 Sep 2026v0.1.16 breakinginstructions rewritten

Breaking: get_portfolio_transaction, get_raw_transaction, get_wallet, list_portfolio_transactions, list_raw_transactions, list_wallets

Instructions rewritten: list_portfolio_transactions, list_raw_transactions, list_wallets. The description an agent follows changed; the callable contract may not have.

20 Sep 2026v0.1.116 breaking28 compatible5 cosmeticinstructions rewritten

Breaking: delete_accounting_rule, edit_accounting_rules, find_portfolios, find_workspaces, get_filter_options, get_report_request_status, import_adjustment_journals, list_counterparties, list_ledger_accounts, list_responsibility_centers, preview_accounting_rules, read_help_article, search_help_articles, set_fmv_override, update_journal_entry_line, update_transaction

Instructions rewritten: edit_accounting_rules, get_request_status, list_portfolios, list_workspaces, request_report_export. The description an agent follows changed; the callable contract may not have.

18 Sep 2026v0.1.14 breaking9 cosmetic

Breaking: edit_accounting_rules, get_filter_options, import_adjustment_journals, preview_accounting_rules

17 Sep 2026v0.1.1no contract changes
16 Sep 2026v0.1.01 cosmeticinstructions rewritten

Instructions rewritten: get_server_info. The description an agent follows changed; the callable contract may not have.

16 Sep 2026v0.1.01 cosmeticinstructions rewritten

Instructions rewritten: split_transactions. The description an agent follows changed; the callable contract may not have.

15 Sep 2026v0.1.0first recorded contract

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Status badge

Status for a README, from the last probe — cached an hour, so up to seven hours behind the endpoint. Links back to this page.

MCP status badge for Tokenbooks - crypto and fiat accounting and payments
[![MCP status](https://mcpi.app/servers/tokenbooks-crypto-and-fiat-accounting-and-payments/badge.svg)](https://mcpi.app/servers/tokenbooks-crypto-and-fiat-accounting-and-payments)