INDIVIDUAL MCP TOOL

update_transaction

Change one accounting transaction's memo, full tag set, or operation type.

tokenbooks.ionone authenticationAvailability not checked

LIVE ENDPOINT

https://api.tokenbooks.io/mcp

No auth detected

Connect to this endpoint to inspect the live schema for update_transaction and invoke it with your own arguments.

{}

Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.tokenbooks]
url = "https://api.tokenbooks.io/mcp"
enabled = true

Claude Code

.mcp.json

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

Claude Desktop

Settings → Connectors → Add custom connector

Name: tokenbooks
Remote MCP URL: https://api.tokenbooks.io/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

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

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

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

Generic MCP

Client-specific MCP configuration

{
  "name": "tokenbooks",
  "transport": "streamable-http",
  "url": "https://api.tokenbooks.io/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

get_server_info — Learn what this accounting server covers before connecting: supported blockchains and fiat sources, accounting standards, how to sign up, connection endpoint and authentication methods, and what it deliberately leaves out.
get_accounting_reference — Look up valid accounting values—including operation types, transaction statuses, cost-basis methods, and lot event kinds—before classifying or filtering; use the returned exact values instead of guessing.
list_workspaces — List workspaces available to the authenticated Tokenbooks user.
find_workspaces — Search workspaces by name or slug before calling workspace-scoped tools.
list_portfolios — List portfolios available in a workspace.
find_portfolios — Search portfolios by name or slug before calling portfolio-scoped tools.
get_portfolio — Read one portfolio's settings and accounting policy by exact name or slug, including its financial reporting framework and legal entity type.
get_portfolio_balances — Check whether each wallet's computed token balances match its latest synchronized snapshot; returns per-wallet match status, token count, last transaction time, and an overall match flag.