A tax period’s transaction history, in a sheet, in one pass

What does read-only look like in practice?

Open the Coinbase entry under `strawberry://settings/integrations`, read the Available tools list, and switch off every action that sends, trades or converts in the Permissions block. The read-only tools are marked where the app reports it, which makes the sorting quick.

This is about irreversibility. An approval card protects you from an agent misunderstanding an instruction. On an irreversible transfer, the setting that holds is the one you made once, in advance, rather than the one you read at the end of a long day.

What are the reads good for?

Reporting and record-keeping.

Balances across accounts at a point in time, transaction history with dates and amounts for a tax period, transfers with a counterparty attached to each one.

Pulled into a sheet, that shortens the annual conversation considerably. It is straightforward data extraction work, and if the destination is a finance process, ai for finance teams and account reconciliation are the related pages.

• Balances and transaction history for a period: the reporting nobody enjoys.
• Every send, trade and convert action: switched off, permanently.
• API keys with the narrowest scope the tools accept, and no withdrawal permission.
• Price data is available everywhere and does not need an account connection.

Keep it pointed at your own records

This connection covers reporting, and reporting is where the annual hours actually go.

Nothing here is advice about markets, and it does not place trades.

The custody guidance that has been true for a decade still applies and has nothing to do with agents: hardware wallets, separate accounts for operational and long-term holdings, and API keys without withdrawal permission. Connect the operational account and point a companion at the record-keeping.

Frequently asked questions