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The Breezing MCP Server gives AI agents like Claude direct access to your crypto accounting workspace. MCP (Model Context Protocol) is an open standard that lets AI tools connect to external data sources, so you can categorize transactions, run rules, calculate gain/loss, and sync to Xero, QuickBooks, or Bexio without leaving your AI workflow. It exposes the same surface as the Breezing Public API, wrapped as MCP tools and guided prompts. Every action runs against your live workspace using your own API key, scoped to the companies and access levels that key carries.
New here? Head to Connect Your AI Agent to create an API key and link Claude or another MCP client in a couple of minutes.

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What You Can Do

With the Breezing MCP Server, your AI agent can:
  • Categorize transactions: list uncategorized transactions, assign contra and asset accounts in bulk, set status, and add notes
  • Create transactions: add up to 500 transactions to a wallet in one call, with automatic contact creation and internal-transfer detection
  • Group internal transfers: mark the two legs of a wallet-to-wallet move as a single internal transfer
  • Group trades: pair opposite buy and sell legs into linked trades, the same way the dashboard groups them
  • Consolidate transactions: roll up many small transactions into daily or monthly summary rows per token
  • Update token prices: recompute fiat values from historical market, custom, or on-chain prices
  • Manage wallets: view connected wallets, create new chain wallets, and trigger incremental syncs
  • Browse and update assets: look up token assets, update GL account mappings for Token View, and flag spam tokens
  • Check balances: get current or historical token balances and recompute daily snapshots
  • Manage contacts: list, create, and update counterparty addresses to give transactions clearer context
  • Build automation rules: list, create, update, and retroactively apply rules that auto-categorize matching transactions
  • Track active issues: surface uncategorized transactions, missing prices, and broken syncs blocking the close
  • Calculate gain/loss: trigger a fresh net gain/loss run with average or FIFO cost basis
  • Run reports: list reports and pull computed token, account, or explorer balance details
  • Tune company settings: update the cost-basis method, balance sheet setup, and default fee, gain, and loss accounts
  • Refresh and sync accounting integrations: pull the latest charts from Xero, QuickBooks, and Bexio, then push journal entries
  • Monitor background tasks: see what wallet syncs, report runs, and rule applications are in progress

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Explore the Guide

Connect Your AI Agent

Create an API key and connect Claude Code, Claude Desktop, Cursor, or any MCP client.

Available Tools

Browse all 48 tools, grouped by resource, with read and write access notes.

Guided Prompts

Three built-in workflows for categorizing, reconciling, and mapping assets.

Example Prompts

Copy-and-paste prompts to try once your agent is connected.
Last modified on June 10, 2026