This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with API key
Create a key in the vendor's dashboard and store it as an environment variable in your client config — never paste it into a chat window.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Crypto & Digital AssetsCrypto & Digital AssetsAccounting & Tax
Read-only: list realised gains and losses on digital assets for <tax year> by combining exchange transaction history with on-chain transfer data, then compare the result to what is already recorded in my accounting or tax system. Show acquisition date, disposal date, proceeds, basis and the source tool for each line, and flag every transaction where basis is missing, inferred, or disagrees between the exchange and the books. Do not file, submit, amend or post any journal entry — this is a working draft for the tax preparer.
Guardrail · Draft only. Crypto basis data is often incomplete — verify before filing.
Read-only: review my P&L and balance sheet for <period> from the accounting system and reconcile them against the bank and account-aggregation feeds for the same period. List items a buyer would question — personal expenses run through the business, uncategorised transactions, owner compensation treatment, one-off items — plus any transaction visible in the bank feed with no matching entry in the books. Output Item / Amount / Where it appears / Why a buyer asks. Do not post, edit or reclassify anything.
Guardrail · Read-only. Any adjustment goes through your accountant, not a chat tool.
Build a diligence readiness checklist across client, financial, custody and compliance records. For each item say whether it exists today, where it lives, and what work is needed. Use read-only access, keep client identities out of the output, and do not create or share a data room or upload any document.
Guardrail · Read-only. Never let a tool export client data to an external destination.
