get_next_invoice_id
ChatGPTGet the next sequential invoice id that the portfolio would assign. Maps to GET /invoice_next_id.
Finance
Overview
Cryptoworth lets ChatGPT read authorized Cryptoworth crypto-accounting portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is read-only: it does not create, edit, delete, sync, recalculate, trade, transfer funds, sign transactions, or initiate payments.
Tools
get_next_invoice_id
ChatGPTGet the next sequential invoice id that the portfolio would assign. Maps to GET /invoice_next_id.
get_snapshot_info
ChatGPTGet summary metadata for a snapshot at a given date/time, grouped by asset or connection. Maps to GET /snapshots_info.
get_snapshot_info
ChatGPTGet summary metadata for a snapshot at a given date/time, grouped by asset or connection. Maps to GET /snapshots_info.
list_authorized_portfolios
ChatGPTList the portfolio (entity) ids this MCP session is authorized to query. Call this first whenever the user mentions multiple entities, 'all entities', 'each portfolio', or asks for a consolidated/cross-portfolio view — the returned ids are what other tools accept as their
portfolioId argument. When only one portfolio is authorized, other tools may be called without portfolioId. The response includes a grant field: "all" means the user authorized every portfolio they have access to in Cryptoworth — including any added in the future — so the list auto-updates. "specific" means a fixed set was chosen at consent. When grant is "all", surface the note field to the user if they ask about scope, so they understand new portfolios will be reachable automatically.list_authorized_portfolios
ChatGPTList the portfolio (entity) ids this MCP session is authorized to query. Call this first whenever the user mentions multiple entities, 'all entities', 'each portfolio', or asks for a consolidated/cross-portfolio view — the returned ids are what other tools accept as their
portfolioId argument. When only one portfolio is authorized, other tools may be called without portfolioId. The response includes a grant field: "all" means the user authorized every portfolio they have access to in Cryptoworth — including any added in the future — so the list auto-updates. "specific" means a fixed set was chosen at consent. When grant is "all", surface the note field to the user if they ask about scope, so they understand new portfolios will be reachable automatically.list_bills
ChatGPTList bills (incoming invoices / payables) recorded against the portfolio. Maps to GET /bills_get in the Cryptoworth Portfolio API. The upstream endpoint is paginated —
page defaults to 1 and size to 100. Increase page to walk further results.list_bills
ChatGPTList bills (incoming invoices / payables) recorded against the portfolio. Maps to GET /bills_get in the Cryptoworth Portfolio API. The upstream endpoint is paginated —
page defaults to 1 and size to 100. Increase page to walk further results.list_connections
ChatGPTList all connections in the portfolio — on-chain wallets, exchange API connections, and manually entered virtual wallets — in one unified list. Each connection carries its sub-balances, FMV unit price and value, transaction count, and sync status. The response also includes a walletTypes lookup and a dictionary explaining the coded fields (connection_type, staking_type, sync_status, is_locked, is_staking). Supersedes list_wallets, which covers on-chain wallets only. Maps to GET /connections/fetch in the Cryptoworth Portfolio API.
list_connections
ChatGPTList all connections in the portfolio — on-chain wallets, exchange API connections, and manually entered virtual wallets — in one unified list. Each connection carries its sub-balances, FMV unit price and value, transaction count, and sync status. The response also includes a walletTypes lookup and a dictionary explaining the coded fields (connection_type, staking_type, sync_status, is_locked, is_staking). Supersedes list_wallets, which covers on-chain wallets only. Maps to GET /connections/fetch in the Cryptoworth Portfolio API.
list_crypto_library
ChatGPTList the cryptocurrencies and tokens supported by Cryptoworth. Global reference data — not portfolio-scoped. Use this to resolve symbol/name → Cryptoworth crypto id for filtering other tools. Returns the full list; filter the results client-side by symbol or name. Maps to GET /crypto_library.
list_crypto_library
ChatGPTList the cryptocurrencies and tokens supported by Cryptoworth. Global reference data — not portfolio-scoped. Use this to resolve symbol/name → Cryptoworth crypto id for filtering other tools. Returns the full list; filter the results client-side by symbol or name. Maps to GET /crypto_library.
list_invoice_supported_tokens
ChatGPTList currencies and tokens that Cryptoworth can accept as invoice payment. Global reference data — not portfolio-scoped. Maps to GET /invoice_tokens_supported.
list_invoice_supported_tokens
ChatGPTList currencies and tokens that Cryptoworth can accept as invoice payment. Global reference data — not portfolio-scoped. Maps to GET /invoice_tokens_supported.
list_invoices
ChatGPTList all invoices issued from the portfolio. Maps to GET /invoices_get in the Cryptoworth Portfolio API.
list_invoices
ChatGPTList all invoices issued from the portfolio. Maps to GET /invoices_get in the Cryptoworth Portfolio API.
list_labels
ChatGPTList all transaction labels defined in the portfolio's library. Labels are user-defined tags applied to transactions for categorization and reporting. Maps to GET /library_labels.
list_labels
ChatGPTList all transaction labels defined in the portfolio's library. Labels are user-defined tags applied to transactions for categorization and reporting. Maps to GET /library_labels.
list_nft_transactions
ChatGPTList on-chain transactions for a specific NFT in the portfolio by its internal Cryptoworth nftId. Maps to GET /nfts_portfolio_txns.
list_nft_transactions
ChatGPTList on-chain transactions for a specific NFT in the portfolio by its internal Cryptoworth nftId. Maps to GET /nfts_portfolio_txns.
list_transactions
ChatGPTList portfolio transactions from the Cryptoworth ledger. Supports pagination and a Unix-millisecond date range. Maps to GET /transactions in the Cryptoworth Portfolio API.
list_transactions
ChatGPTList portfolio transactions from the Cryptoworth ledger. Supports pagination and a Unix-millisecond date range. Maps to GET /transactions in the Cryptoworth Portfolio API.
list_wallets
ChatGPTDeprecated — prefer list_connections, which returns on-chain wallets plus exchange and manual connections in one call. List active wallets in the portfolio (public-address wallets and xpub/ypub/zpub wallets). Maps to GET /wallets in the Cryptoworth Portfolio API.
list_wallets
ChatGPTDeprecated — prefer list_connections, which returns on-chain wallets plus exchange and manual connections in one call. List active wallets in the portfolio (public-address wallets and xpub/ypub/zpub wallets). Maps to GET /wallets in the Cryptoworth Portfolio API.
read_bill
ChatGPTGet details for a specific bill by id. Maps to GET /bill_get.
read_bill
ChatGPTGet details for a specific bill by id. Maps to GET /bill_get.
read_defi_info
ChatGPTGet an overview of the portfolio's DeFi positions across all tracked protocols. Maps to GET /defi_portfolio_info in the Cryptoworth Portfolio API.
read_defi_info
ChatGPTGet an overview of the portfolio's DeFi positions across all tracked protocols. Maps to GET /defi_portfolio_info in the Cryptoworth Portfolio API.
read_defi_protocol_info
ChatGPTGet the portfolio's DeFi positions for a specific protocol (e.g. uniswap, aave, compound). Maps to GET /defi_portfolio_protocol_info.
read_defi_protocol_info
ChatGPTGet the portfolio's DeFi positions for a specific protocol (e.g. uniswap, aave, compound). Maps to GET /defi_portfolio_protocol_info.
read_nft_specific
ChatGPTGet details for a specific NFT in the portfolio by its internal Cryptoworth nftId. Maps to GET /nfts_portfolio_specific.
read_nft_specific
ChatGPTGet details for a specific NFT in the portfolio by its internal Cryptoworth nftId. Maps to GET /nfts_portfolio_specific.
read_snapshot_details
ChatGPTGet a detailed breakdown of a single portfolio snapshot for a given date/time, grouped by asset, wallet, connection, or derivatives. Maps to GET /snapshots_details.
read_snapshot_details
ChatGPTGet a detailed breakdown of a single portfolio snapshot for a given date/time, grouped by asset, wallet, connection, or derivatives. Maps to GET /snapshots_details.
read_snapshots
ChatGPTList portfolio balance snapshot summaries across a date range. Each snapshot is an end-of-day valuation of the portfolio. Maps to GET /snapshots in the Cryptoworth Portfolio API.
read_snapshots
ChatGPTList portfolio balance snapshot summaries across a date range. Each snapshot is an end-of-day valuation of the portfolio. Maps to GET /snapshots in the Cryptoworth Portfolio API.
read_transaction
ChatGPTGet details for a single transaction by its internal Cryptoworth ledger id. Maps to GET /transaction_meta.
read_transaction
ChatGPTGet details for a single transaction by its internal Cryptoworth ledger id. Maps to GET /transaction_meta.
search_nft_portfolio
ChatGPTSearch for NFTs held in the portfolio. Filterable by name/collection search text and paginated. Maps to GET /nfts_portfolio_search in the Cryptoworth Portfolio API.
search_nft_portfolio
ChatGPTSearch for NFTs held in the portfolio. Filterable by name/collection search text and paginated. Maps to GET /nfts_portfolio_search in the Cryptoworth Portfolio API.
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40
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3
Prompts
ChatGPT
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