INDIVIDUAL MCP TOOL

list_portfolio_transactions

Find accounting transactions—called Portfolio Transactions in Tokenbooks—for review or reconciliation; filter by status, type, errors, spam, wallet, or asset, include compact source transactions when needed, then open one for detailed evidence.

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 list_portfolio_transactions and invoke it with your own arguments.

Indexed input schema

{}

Risk classification

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.

Parent server

tokenbooks.io

CONNECT WITH APPROVAL

Client installation

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.

Related tools

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.