Cryptoworth

Read portfolio data

Category: Finance
Primary Subcategory: Accounting & Bookkeeping

Integration details

Description

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.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Accounting & Bookkeeping
Secondary Subcategories: None listed
Brand: Cryptoworth
Access: Account required
First tracked: 2026-06-06
Tool count: 20
Geography: US

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Primary Subcategory

Competing in ChatGPT Accounting & Bookkeeping

View Category

Listed in alphabetical order

Primary Subcategory

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Tools

20 tools agents can invoke

Get the next sequential invoice id that the portfolio would assign. Maps to GET /invoice_next_id.
get_next_invoice_id
Get summary metadata for a snapshot at a given date/time, grouped by asset or connection. Maps to GET /snapshots_info.
get_snapshot_info
List 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
List 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
List 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
List 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
List all invoices issued from the portfolio. Maps to GET /invoices_get in the Cryptoworth Portfolio API.
list_invoices
List on-chain transactions for a specific NFT in the portfolio by its internal Cryptoworth nftId. Maps to GET /nfts_portfolio_txns.
list_nft_transactions
List 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
List 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
List 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
List 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
Deprecated — 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
Get details for a specific bill by id. Maps to GET /bill_get.
read_bill
Get 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
Get 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
Get details for a specific NFT in the portfolio by its internal Cryptoworth nftId. Maps to GET /nfts_portfolio_specific.
read_nft_specific
Get 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
Get details for a single transaction by its internal Cryptoworth ledger id. Maps to GET /transaction_meta.
read_transaction
Search 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

Cryptoworth FAQ

How do I improve a ChatGPT Plugin's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Cryptoworth alternatives on ChatGPT?

As of 2026-09-28, Cryptoworth competes with AgentCollect, Akaunting, AuntBird Practice Management, B2B.nu, Controlle, Digits, Double, Ekohesap, ExpenseBot, Fattura24, Fin3000, Finn — AI Accountant, Finom, FinOpps, Fiscal Pro, Granatum Financeiro, HelpDol, inFakt, Inkle, Intuit QuickBooks, iSnapReceipts, Jaz Accounting, Kick, MedFIN, Menz Finance, MYOB, NeroPay, Never86'd Marketplace Audit, Norman, NP Ledger, QBO Connector by Meridian, RevRecoup Receivables, Rillet, SHVL, Taxorio, tugesto, Underboss, Validis (US), Xero, Xero Connector by Meridian, Zenvio in ChatGPT Accounting & Bookkeeping, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.

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Competing in ChatGPT Accounting & Bookkeeping

20 tools agents can invoke