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Tokenbooks - crypto and fiat accounting and payments

List Wallets

list_wallets
Read-onlyIdempotent

List wallets in a portfolio with sync status and transaction counts. Pass chainId and walletAddress to check one wallet instead — safe codes/messages show whether to retry or reconnect credentials. EVM addresses are normalized; other networks may be case-sensitive.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1
limitNoMaximum items to return, maximum 100. Preferred MCP pagination field.
chainIdNoOptional chain filter, or with walletAddress
pageSizeNoDeprecated alias for limit, maximum 100. Prefer limit for new MCP calls.
portfolioRefYesPortfolio exact name or slug
workspaceRefYesWorkspace exact name or slug
walletAddressNoLook up one wallet; requires chainId

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataNo
nameNo
addressNo
chainIdNo
createdAtNo
lastSyncAtNo
paginationNo
resultTypeYes
syncStatusNo
syncMessagesNo
transactionCountNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed6 schema fields changed
    • addedOutput schema / $defs
      Added value: +{
      +  "WalletDetailsResponseDto": {
      +    "additionalProperties": false,
      +    "properties": {
      +      "address": {
      +        "type": "string"
      +      },
      +      "chainId": {
      +        "type": "string"
      +      },
      +      "createdAt": {
      +        "format": "date-time",
      +        "type": "string"
      +      },
      +      "lastSyncAt": {
      +        "format": "date-time",
      +        "type": "string"
      +      },
      +      "name": {
      +        "type": "string"
      +      },
      +      "syncMessages": {
      +        "items": {
      +          "oneOf": [
      +            {
      +              "additionalProperties": false,
      +              "properties": {
      +                "code": {
      +                  "const": "EXCHANGE_RECONNECT_REQUIRED",
      +                  "type": "string"
      +                },
      +                "details": {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "errorType": {
      +                      "const": "ExternalServiceAuthenticationError",
      +                      "type": "string"
      +                    },
      +                    "provider": {
      +                      "minLength": 1,
      +                      "type": "string"
      +                    },
      +                    "reconnectRequired": {
      +                      "const": true,
      +                      "type": "boolean"
      +                    }
      +                  },
      +                  "required": [
      +                    "provider",
      +                    "reconnectRequired",
      +                    "errorType"
      +                  ],
      +                  "type": "object"
      +                },
      +                "message": {
      +                  "minLength": 1,
      +                  "type": "string"
      +                },
      +                "severity": {
      +                  "default": "ERROR",
      +                  "enum": [
      +                    "ERROR",
      +                    "WARN"
      +                  ],
      +                  "type": "string"
      +                }
      +              },
      +              "required": [
      +                "code",
      +                "message",
      +                "severity",
      +                "details"
      +              ],
      +              "type": "object"
      +            },
      +            {
      +              "additionalProperties": false,
      +              "properties": {
      +                "code": {
      +                  "const": "SYNC_PROCESSING_FAILED",
      +                  "type": "string"
      +                },
      +                "details": {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "errorType": {
      +                      "const": "SyncProcessingError",
      +                      "type": "string"
      +                    },
      +                    "retryable": {
      +                      "const": true,
      +                      "type": "boolean"
      +                    }
      +                  },
      +                  "required": [
      +                    "retryable",
      +                    "errorType"
      +                  ],
      +                  "type": "object"
      +                },
      +                "message": {
      +                  "minLength": 1,
      +                  "type": "string"
      +                },
      +                "severity": {
      +                  "default": "ERROR",
      +                  "enum": [
      +                    "ERROR",
      +                    "WARN"
      +                  ],
      +                  "type": "string"
      +                }
      +              },
      +              "required": [
      +                "code",
      +                "message",
      +                "severity",
      +                "details"
      +              ],
      +              "type": "object"
      +            },
      +            {
      +              "additionalProperties": false,
      +              "properties": {
      +                "code": {
      +                  "const": "SYNC_WARNING",
      +                  "type": "string"
      +                },
      +                "details": {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "errorType": {
      +                      "const": "SyncWarning",
      +                      "type": "string"
      +                    }
      +                  },
      +                  "required": [
      +                    "errorType"
      +                  ],
      +                  "type": "object"
      +                },
      +                "message": {
      +                  "minLength": 1,
      +                  "type": "string"
      +                },
      +                "severity": {
      +                  "default": "ERROR",
      +                  "enum": [
      +                    "ERROR",
      +                    "WARN"
      +                  ],
      +                  "type": "string"
      +                }
      +              },
      +              "required": [
      +                "code",
      +                "message",
      +                "severity",
      +                "details"
      +              ],
      +              "type": "object"
      +            }
      +          ]
      +        },
      +        "type": "array"
      +      },
      +      "syncStatus": {
      +        "enum": [
      +          "pending",
      +          "syncing",
      +          "synced",
      +          "failed"
      +        ],
      +        "type": "string"
      +      },
      +      "transactionCount": {
      +        "maximum": 9007199254740991,
      +        "minimum": -9007199254740991,
      +        "type": "integer"
      +      }
      +    },
      +    "required": [
      +      "chainId",
      +      "address",
      +      "createdAt",
      +      "syncMessages",
      +      "syncStatus",
      +      "transactionCount"
      +    ],
      +    "type": "object"
      +  }
      +}
    • addedOutput schema / properties / data / items / $ref
      Added value: +"#/$defs/WalletDetailsResponseDto"
    • removedOutput schema / properties / data / items / additionalProperties
      Removed value: -false
    • removedOutput schema / properties / data / items / properties
      Removed value: -{
      -  "address": {
      -    "type": "string"
      -  },
      -  "chainId": {
      -    "type": "string"
      -  },
      -  "createdAt": {
      -    "format": "date-time",
      -    "type": "string"
      -  },
      -  "lastSyncAt": {
      -    "format": "date-time",
      -    "type": "string"
      -  },
      -  "name": {
      -    "type": "string"
      -  },
      -  "syncMessages": {
      -    "items": {
      -      "oneOf": [
      -        {
      -          "additionalProperties": false,
      -          "properties": {
      -            "code": {
      -              "const": "EXCHANGE_RECONNECT_REQUIRED",
      -              "type": "string"
      -            },
      -            "details": {
      -              "additionalProperties": false,
      -              "properties": {
      -                "errorType": {
      -                  "const": "ExternalServiceAuthenticationError",
      -                  "type": "string"
      -                },
      -                "provider": {
      -                  "minLength": 1,
      -                  "type": "string"
      -                },
      -                "reconnectRequired": {
      -                  "const": true,
      -                  "type": "boolean"
      -                }
      -              },
      -              "required": [
      -                "provider",
      -                "reconnectRequired",
      -                "errorType"
      -              ],
      -              "type": "object"
      -            },
      -            "message": {
      -              "minLength": 1,
      -              "type": "string"
      -            },
      -            "severity": {
      -              "default": "ERROR",
      -              "enum": [
      -                "ERROR",
      -                "WARN"
      -              ],
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "code",
      -            "message",
      -            "severity",
      -            "details"
      -          ],
      -          "type": "object"
      -        },
      -        {
      -          "additionalProperties": false,
      -          "properties": {
      -            "code": {
      -              "const": "SYNC_PROCESSING_FAILED",
      -              "type": "string"
      -            },
      -            "details": {
      -              "additionalProperties": false,
      -              "properties": {
      -                "errorType": {
      -                  "const": "SyncProcessingError",
      -                  "type": "string"
      -                },
      -                "retryable": {
      -                  "const": true,
      -                  "type": "boolean"
      -                }
      -              },
      -              "required": [
      -                "retryable",
      -                "errorType"
      -              ],
      -              "type": "object"
      -            },
      -            "message": {
      -              "minLength": 1,
      -              "type": "string"
      -            },
      -            "severity": {
      -              "default": "ERROR",
      -              "enum": [
      -                "ERROR",
      -                "WARN"
      -              ],
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "code",
      -            "message",
      -            "severity",
      -            "details"
      -          ],
      -          "type": "object"
      -        },
      -        {
      -          "additionalProperties": false,
      -          "properties": {
      -            "code": {
      -              "const": "SYNC_WARNING",
      -              "type": "string"
      -            },
      -            "details": {
      -              "additionalProperties": false,
      -              "properties": {
      -                "errorType": {
      -                  "const": "SyncWarning",
      -                  "type": "string"
      -                }
      -              },
      -              "required": [
      -                "errorType"
      -              ],
      -              "type": "object"
      -            },
      -            "message": {
      -              "minLength": 1,
      -              "type": "string"
      -            },
      -            "severity": {
      -              "default": "ERROR",
      -              "enum": [
      -                "ERROR",
      -                "WARN"
      -              ],
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "code",
      -            "message",
      -            "severity",
      -            "details"
      -          ],
      -          "type": "object"
      -        }
      -      ]
      -    },
      -    "type": "array"
      -  },
      -  "syncStatus": {
      -    "enum": [
      -      "pending",
      -      "syncing",
      -      "synced",
      -      "failed"
      -    ],
      -    "type": "string"
      -  },
      -  "transactionCount": {
      -    "maximum": 9007199254740991,
      -    "minimum": -9007199254740991,
      -    "type": "integer"
      -  }
      -}
    • removedOutput schema / properties / data / items / required
      Removed value: -[
      -  "chainId",
      -  "address",
      -  "createdAt",
      -  "syncMessages",
      -  "syncStatus",
      -  "transactionCount"
      -]
    • removedOutput schema / properties / data / items / type
      Removed value: -"object"
  2. Changed13 schema fields changed
    • changedInput schema / properties / chainId / description
      Previous value: -"Optional chain ID filter"New value: +"Optional chain filter, or with walletAddress"
    • addedInput schema / properties / walletAddress
      Added value: +{
      +  "description": "Look up one wallet; requires chainId",
      +  "type": "string"
      +}
    • addedOutput schema / anyOf
      Added value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "data": {
      +        "$ref": "#/properties/data"
      +      },
      +      "pagination": {
      +        "$ref": "#/properties/pagination"
      +      },
      +      "resultType": {
      +        "const": "walletList",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "data",
      +      "pagination",
      +      "resultType"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "address": {
      +        "$ref": "#/properties/address"
      +      },
      +      "chainId": {
      +        "$ref": "#/properties/chainId"
      +      },
      +      "createdAt": {
      +        "$ref": "#/properties/createdAt"
      +      },
      +      "lastSyncAt": {
      +        "$ref": "#/properties/lastSyncAt"
      +      },
      +      "name": {
      +        "$ref": "#/properties/name"
      +      },
      +      "resultType": {
      +        "const": "wallet",
      +        "type": "string"
      +      },
      +      "syncMessages": {
      +        "$ref": "#/properties/syncMessages"
      +      },
      +      "syncStatus": {
      +        "$ref": "#/properties/syncStatus"
      +      },
      +      "transactionCount": {
      +        "$ref": "#/properties/transactionCount"
      +      }
      +    },
      +    "required": [
      +      "chainId",
      +      "address",
      +      "createdAt",
      +      "syncMessages",
      +      "syncStatus",
      +      "transactionCount",
      +      "resultType"
      +    ],
      +    "type": "object"
      +  }
      +]
    • addedOutput schema / properties / address
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / chainId
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / createdAt
      Added value: +{
      +  "format": "date-time",
      +  "type": "string"
      +}
    • addedOutput schema / properties / lastSyncAt
      Added value: +{
      +  "format": "date-time",
      +  "type": "string"
      +}
    • addedOutput schema / properties / name
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / resultType
      Added value: +{
      +  "enum": [
      +    "walletList",
      +    "wallet"
      +  ],
      +  "type": "string"
      +}
    • addedOutput schema / properties / syncMessages
      Added value: +{
      +  "items": {
      +    "oneOf": [
      +      {
      +        "additionalProperties": false,
      +        "properties": {
      +          "code": {
      +            "const": "EXCHANGE_RECONNECT_REQUIRED",
      +            "type": "string"
      +          },
      +          "details": {
      +            "additionalProperties": false,
      +            "properties": {
      +              "errorType": {
      +                "const": "ExternalServiceAuthenticationError",
      +                "type": "string"
      +              },
      +              "provider": {
      +                "minLength": 1,
      +                "type": "string"
      +              },
      +              "reconnectRequired": {
      +                "const": true,
      +                "type": "boolean"
      +              }
      +            },
      +            "required": [
      +              "provider",
      +              "reconnectRequired",
      +              "errorType"
      +            ],
      +            "type": "object"
      +          },
      +          "message": {
      +            "minLength": 1,
      +            "type": "string"
      +          },
      +          "severity": {
      +            "default": "ERROR",
      +            "enum": [
      +              "ERROR",
      +              "WARN"
      +            ],
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "code",
      +          "message",
      +          "severity",
      +          "details"
      +        ],
      +        "type": "object"
      +      },
      +      {
      +        "additionalProperties": false,
      +        "properties": {
      +          "code": {
      +            "const": "SYNC_PROCESSING_FAILED",
      +            "type": "string"
      +          },
      +          "details": {
      +            "additionalProperties": false,
      +            "properties": {
      +              "errorType": {
      +                "const": "SyncProcessingError",
      +                "type": "string"
      +              },
      +              "retryable": {
      +                "const": true,
      +                "type": "boolean"
      +              }
      +            },
      +            "required": [
      +              "retryable",
      +              "errorType"
      +            ],
      +            "type": "object"
      +          },
      +          "message": {
      +            "minLength": 1,
      +            "type": "string"
      +          },
      +          "severity": {
      +            "default": "ERROR",
      +            "enum": [
      +              "ERROR",
      +              "WARN"
      +            ],
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "code",
      +          "message",
      +          "severity",
      +          "details"
      +        ],
      +        "type": "object"
      +      },
      +      {
      +        "additionalProperties": false,
      +        "properties": {
      +          "code": {
      +            "const": "SYNC_WARNING",
      +            "type": "string"
      +          },
      +          "details": {
      +            "additionalProperties": false,
      +            "properties": {
      +              "errorType": {
      +                "const": "SyncWarning",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "errorType"
      +            ],
      +            "type": "object"
      +          },
      +          "message": {
      +            "minLength": 1,
      +            "type": "string"
      +          },
      +          "severity": {
      +            "default": "ERROR",
      +            "enum": [
      +              "ERROR",
      +              "WARN"
      +            ],
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "code",
      +          "message",
      +          "severity",
      +          "details"
      +        ],
      +        "type": "object"
      +      }
      +    ]
      +  },
      +  "type": "array"
      +}
    • addedOutput schema / properties / syncStatus
      Added value: +{
      +  "enum": [
      +    "pending",
      +    "syncing",
      +    "synced",
      +    "failed"
      +  ],
      +  "type": "string"
      +}
    • addedOutput schema / properties / transactionCount
      Added value: +{
      +  "maximum": 9007199254740991,
      +  "minimum": -9007199254740991,
      +  "type": "integer"
      +}
    • changedOutput schema / required
      Previous value: -[
      -  "data",
      -  "pagination"
      -]New value: +[
      +  "resultType"
      +]
  3. Changed1 schema field changed
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
      +  "$schema": "https://json-schema.org/draft/2020-12/schema",
      +  "additionalProperties": false,
      +  "properties": {
      +    "data": {
      +      "items": {
      +        "additionalProperties": false,
      +        "properties": {
      +          "address": {
      +            "type": "string"
      +          },
      +          "chainId": {
      +            "type": "string"
      +          },
      +          "createdAt": {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          "lastSyncAt": {
      +            "format": "date-time",
      +            "type": "string"
      +          },
      +          "name": {
      +            "type": "string"
      +          },
      +          "syncMessages": {
      +            "items": {
      +              "oneOf": [
      +                {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "code": {
      +                      "const": "EXCHANGE_RECONNECT_REQUIRED",
      +                      "type": "string"
      +                    },
      +                    "details": {
      +                      "additionalProperties": false,
      +                      "properties": {
      +                        "errorType": {
      +                          "const": "ExternalServiceAuthenticationError",
      +                          "type": "string"
      +                        },
      +                        "provider": {
      +                          "minLength": 1,
      +                          "type": "string"
      +                        },
      +                        "reconnectRequired": {
      +                          "const": true,
      +                          "type": "boolean"
      +                        }
      +                      },
      +                      "required": [
      +                        "provider",
      +                        "reconnectRequired",
      +                        "errorType"
      +                      ],
      +                      "type": "object"
      +                    },
      +                    "message": {
      +                      "minLength": 1,
      +                      "type": "string"
      +                    },
      +                    "severity": {
      +                      "default": "ERROR",
      +                      "enum": [
      +                        "ERROR",
      +                        "WARN"
      +                      ],
      +                      "type": "string"
      +                    }
      +                  },
      +                  "required": [
      +                    "code",
      +                    "message",
      +                    "severity",
      +                    "details"
      +                  ],
      +                  "type": "object"
      +                },
      +                {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "code": {
      +                      "const": "SYNC_PROCESSING_FAILED",
      +                      "type": "string"
      +                    },
      +                    "details": {
      +                      "additionalProperties": false,
      +                      "properties": {
      +                        "errorType": {
      +                          "const": "SyncProcessingError",
      +                          "type": "string"
      +                        },
      +                        "retryable": {
      +                          "const": true,
      +                          "type": "boolean"
      +                        }
      +                      },
      +                      "required": [
      +                        "retryable",
      +                        "errorType"
      +                      ],
      +                      "type": "object"
      +                    },
      +                    "message": {
      +                      "minLength": 1,
      +                      "type": "string"
      +                    },
      +                    "severity": {
      +                      "default": "ERROR",
      +                      "enum": [
      +                        "ERROR",
      +                        "WARN"
      +                      ],
      +                      "type": "string"
      +                    }
      +                  },
      +                  "required": [
      +                    "code",
      +                    "message",
      +                    "severity",
      +                    "details"
      +                  ],
      +                  "type": "object"
      +                },
      +                {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "code": {
      +                      "const": "SYNC_WARNING",
      +                      "type": "string"
      +                    },
      +                    "details": {
      +                      "additionalProperties": false,
      +                      "properties": {
      +                        "errorType": {
      +                          "const": "SyncWarning",
      +                          "type": "string"
      +                        }
      +                      },
      +                      "required": [
      +                        "errorType"
      +                      ],
      +                      "type": "object"
      +                    },
      +                    "message": {
      +                      "minLength": 1,
      +                      "type": "string"
      +                    },
      +                    "severity": {
      +                      "default": "ERROR",
      +                      "enum": [
      +                        "ERROR",
      +                        "WARN"
      +                      ],
      +                      "type": "string"
      +                    }
      +                  },
      +                  "required": [
      +                    "code",
      +                    "message",
      +                    "severity",
      +                    "details"
      +                  ],
      +                  "type": "object"
      +                }
      +              ]
      +            },
      +            "type": "array"
      +          },
      +          "syncStatus": {
      +            "enum": [
      +              "pending",
      +              "syncing",
      +              "synced",
      +              "failed"
      +            ],
      +            "type": "string"
      +          },
      +          "transactionCount": {
      +            "maximum": 9007199254740991,
      +            "minimum": -9007199254740991,
      +            "type": "integer"
      +          }
      +        },
      +        "required": [
      +          "chainId",
      +          "address",
      +          "createdAt",
      +          "syncMessages",
      +          "syncStatus",
      +          "transactionCount"
      +        ],
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "pagination": {
      +      "additionalProperties": false,
      +      "properties": {
      +        "page": {
      +          "maximum": 9007199254740991,
      +          "minimum": -9007199254740991,
      +          "type": "integer"
      +        },
      +        "pageSize": {
      +          "maximum": 9007199254740991,
      +          "minimum": -9007199254740991,
      +          "type": "integer"
      +        },
      +        "totalCount": {
      +          "maximum": 9007199254740991,
      +          "minimum": -9007199254740991,
      +          "type": "integer"
      +        },
      +        "totalPages": {
      +          "maximum": 9007199254740991,
      +          "minimum": -9007199254740991,
      +          "type": "integer"
      +        }
      +      },
      +      "required": [
      +        "page",
      +        "pageSize",
      +        "totalCount",
      +        "totalPages"
      +      ],
      +      "type": "object"
      +    }
      +  },
      +  "required": [
      +    "data",
      +    "pagination"
      +  ],
      +  "type": "object"
      +}
  4. First observed

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already cover read-only, idempotent, and non-destructive behavior. The description adds valuable context beyond that: response codes/messages indicate whether to retry or reconnect credentials, and EVM address normalization vs. case-sensitivity on other networks. No contradiction with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three tight sentences: main purpose, single-wallet mode, and an input edge-case caveat. Every sentence earns its place and the most important information is front-loaded.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the rich schema and existing output schema, the description covers the main use case, the single-wallet alternative, response behavior (retry/reconnect codes), and an input normalization caveat. An agent has everything needed to select and invoke the tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the baseline is 3. The description adds a parameter-relevant caveat about EVM normalization and case sensitivity, and reinforces the chainId+walletAddress pairing, going beyond the schema's existing documentation.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb and resource: 'List wallets in a portfolio', and adds the specific output fields 'sync status and transaction counts'. It also distinguishes a single-wallet mode, making it easy to tell apart from sibling list tools like list_portfolios or list_chains.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It gives a concrete usage condition: pass chainId and walletAddress to check one wallet instead of listing all. This implies the appropriate context for the tool, though it does not explicitly name alternative tools or state when not to use it.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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