Tokenbooks MCP MCP server

A first-party MCP server for crypto and fiat accounting that allows agents to reconcile multi-chain treasury flows, pull capital gains and balance sheet reports, and propose journal entries within an auditable, permission-gated ledger without handling private keys or moving funds.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

No sign-inEndpoint checked 2026-10-05Operated by Tokenbooks

MCP endpoint (Streamable HTTP)

https://api.tokenbooks.io/mcp

Vendor documentation

What you can do with it

Reconcile multi-chain treasury flows in plain English
Pull capital gains, balance sheet, and P&L on demand
Drill into one asset position across every wallet
Search and explain individual portfolio transactions

Tools advertised by the last live check:

get_server_info
get_accounting_reference
list_workspaces
list_portfolios
get_portfolio
get_portfolio_balances
list_accounting_rules
edit_accounting_rules
apply_accounting_rules
list_wallets
list_journal_line_assignment_options
edit_transaction
import_adjustment_journals
get_sync_status
incremental_sync
full_resync
list_portfolio_transactions
list_raw_transactions
get_filter_options
get_portfolio_issue_summary
confirm_transaction
reprocess_transaction
preview_transaction_classification
merge_transactions
split_transactions
mark_token_spam
simulate_fiat_quote
get_journal_entry
get_lot_ledger
request_report_export
get_request_status
add_wallet
create_portfolio
get_asset_position
list_chains
get_help

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

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

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

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

Cursor

Merge this server into .cursor/mcp.json in your project, then enable tokenbooks-mcp in your MCP settings.

Cursor configuration

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

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "tokenbooks-mcp": {
      "type": "streamableHttp",
      "url": "https://api.tokenbooks.io/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start tokenbooks-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "tokenbooks-mcp": {
      "type": "http",
      "url": "https://api.tokenbooks.io/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

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

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

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

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

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

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