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Documentation Index

Fetch the complete documentation index at: https://learn.breezing.io/llms.txt

Use this file to discover all available pages before exploring further.

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 or QuickBooks without leaving your AI workflow.

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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
  • 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, FIFO, or LIFO cost basis
  • Run reports: list reports and pull computed token, account, or explorer balance details
  • 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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Prerequisites

Before connecting, you need a Breezing API key:
  1. Open the profile menu in the top-right corner of Breezing and select Account Settings
  2. Open the API Keys tab
  3. Click Create API Key to generate a new key, then assign it to one or more companies with read or write access
Open the profile menu in the top-right corner of Breezing and select Account Settings Account Settings > API Keys tab in Breezing where you create and manage API keys Copy your API key right after creation. It won’t be shown again. Your key uses the brz_ prefix.

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Connecting with Claude Code

The fastest way to connect is directly through Claude Code. Run the following command in your terminal: 
claude mcp add breezing --transport http https://mcp.breezing.io/mcp \
  --header "Authorization:Bearer brz_your_api_key"
Replace brz_your_api_key with your actual API key. Claude Code will now have access to your Breezing workspace data.

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Connecting with Claude Desktop

1

Add a custom connector

Open the Connectors panel in Claude Desktop, click the + button, and select Add custom connector.Open connectors and select Add custom connector
2

Enter the Breezing MCP details

Set the name to Breezing and the URL to https://mcp.breezing.io/mcp, then click Add.Enter Breezing as the name and the MCP URL
3

Connect to Breezing

Click Connect to initiate the connection.Click Connect to start the connection
4

Enter your API key

Paste your Breezing API key (starts with brz_) and click Approve.Enter your API key and click Approve

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Manual Configuration

For other MCP-compatible clients like Cursor, add the following to your MCP configuration file: 
{
  "mcpServers": {
    "breezing": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.breezing.io/mcp",
        "--header",
        "Authorization:Bearer brz_your_api_key"
      ]
    }
  }
}
Replace brz_your_api_key with your actual API key.
The config file location depends on your client. For Claude Desktop, see modelcontextprotocol.io/quickstart to find it on your system.

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Available Tools

The MCP server exposes the same surface as the Breezing Public API. Tools are grouped by resource:

Companies

List the companies your API key can access. Always call this first to find org and company IDs.

Company

Get accounting configuration, balance-sheet setup, chart of accounts, and integration status.

Transactions

List, count, get, update single, and batch update up to 500 transactions at once.

Wallets

List, get, create chain wallets, and trigger incremental syncs.

Assets

List token assets and update GL account mappings or spam flags.

Balances

Get aggregated token balances or recompute daily snapshots.

Contacts

List, get, create, and update counterparty contacts for transaction context.

Active Issues

List active issues blocking the close, or refresh the snapshot.

Reports

List reports, get a single report, and pull computed detail rows.

Rules

List, get, create, update, and retroactively apply automation rules.

Tasks

List active background tasks like wallet syncs, report generation, and rule application.

Gain/Loss

Trigger a net gain/loss run with average, FIFO, or LIFO cost basis.

Xero

Refresh Xero accounts and categories, create a new account, and sync transactions.

QuickBooks

Refresh QuickBooks accounts, classes, and entities, create a new account, and sync transactions.

Bexio

Refresh Bexio accounts and sync transactions.

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Built-in Prompts

The Breezing MCP Server ships with three guided prompts. They walk your AI agent through end-to-end workflows using the right combination of tools.

categorize-transactions

Step-by-step workflow for assigning contra and asset accounts to uncategorized transactions, with handling for internal transfers and a recommendation to create Rules for recurring patterns. Optional wallet_id parameter.

reconciliation-status

Generate a progress report showing categorization coverage, client review items, and sync readiness across the full status lifecycle: notStarted, reviewRequired, reconciled, manuallyReconciled, paid.

map-asset-accounts

Set up Token View GL account mappings for token assets when balanceSheetSetup is token. Explains the difference between Token, Wallet, and Combined views.

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Example Prompts

Once connected, try asking your AI agent: Categorization
  • Categorize my uncategorized transactions from the last 30 days
  • Show me transactions that need client review and explain why they were flagged
  • Apply rule 12 to all existing transactions on the Treasury wallet
Balances and Wallets
  • What are my current wallet balances?
  • Recalculate balances for the Treasury wallet
  • Add a new Ethereum wallet at 0xabc… and start syncing from January 1, 2025
Assets and Token View
  • Which token assets are missing GL account mappings?
  • Map USDC to account code 1100 in Token View
  • Mark all assets with zero historical volume as spam
Reports and Gain/Loss
  • Run a fresh gain/loss calculation using FIFO with a cutoff of December 31, 2025
  • List my reports and pull the details for the latest token NGL report
  • What active issues are blocking my month-end close?
Accounting Sync
  • Refresh the QuickBooks chart of accounts and show me what’s new
  • Sync transactions 1001 through 1050 to Xero
  • Create a new Bexio expense account for “Crypto Trading Fees”
Last modified on May 3, 2026