Awaken can connect directly to AI assistants like Claude and Codex so you can ask questions about your crypto taxes in plain English — your portfolio, transactions, tax summary, taxable events, and money-saving tax insights — and even make edits like labeling transactions. This connection uses something called MCP. You don't need to know how it works; you just copy a snippet from Awaken and paste it into your AI tool.
Step 1: Create your API key
In Awaken, go to Settings → API Keys.
Make sure the right account is selected.
Click Create API Key in the top right.
Give it a name (for example, "Claude") and create it.
Copy the key right away and keep it somewhere safe. For security, Awaken only shows the secret once. If you lose it, just create a new one. Treat it like a password — anyone with it can see your tax data.
Each key is tied to the one account you created it under, so it can only access that account's data.
Step 2: Copy the connection snippet
On that same API Keys page, you'll see two boxes near the bottom:
Claude MCP — use this if you're using Claude
Codex MCP — use this if you're using Codex
Click the copy icon in the top-right corner of the box for the tool you use. The Claude snippet looks like this:
export AWAKEN_API_KEY="YOUR_API_KEY" claude mcp add awaken <https://mcp.awaken.tax/mcp> \ --transport http \ --scope project \ -H "Authorization: Bearer $AWAKEN_API_KEY" \ -H "x-client-id: some-id"
Step 3: Add your key
In the snippet you copied, find the part that says:
YOUR_API_KEY
Replace it with the actual key you created in Step 1 (keep the quotation marks). Everything else — including the long client ID — is already filled in for you, so don't change it.
Step 4: Give it to Claude or Codex
Paste the edited snippet into your AI tool to connect it:
Claude / Codex desktop or CLI: paste the snippet into the terminal and run it. That registers Awaken one time.
Otherwise, just paste the snippet into a chat and ask it to "set up this MCP connection."
Once it's connected, you're done — Awaken stays linked. You can now just start asking questions.
Ways to use it (with examples)
After it's connected, talk to Claude or Codex normally. Here are prompts people find useful:
Get a snapshot
"What's my current crypto net worth, and how is it split between coins, DeFi, and NFTs?"
"Show my top 10 holdings with cost basis and how much they're up or down."
"List my connected wallets and exchanges, and tell me if any have sync problems."
Plan around taxes
"Give me my 2024 tax summary — capital gains and total income."
"What were my biggest losses last year? I'm thinking about tax-loss harvesting."
"How much could I potentially save in taxes? Show me the biggest opportunities first."
"List all my sales in 2024 that resulted in a gain over $1,000."
Dig into one coin
"Show my ETH holdings broken down by wallet and staking, with cost basis."
"What would I realize in gains or losses if I sold all my SOL right now?"
Clean up and label (this changes your data)
"Find transactions for wallet 0xABC… and label them as fees — show me the plan first before changing anything."
"Label these three transactions as 'Gift sent' and add a note explaining why."
"This transaction mixes a swap and a fee — split them apart for me."
Good to know
Some requests change your data. Labeling and splitting transactions actually edit your account. When in doubt, ask the assistant to "show me the plan first" before it makes changes — it can preview without touching anything.
One key, one account. A key only sees the account it was made under. If you manage multiple accounts, create a separate key for each and use the matching snippet (each snippet already includes the correct account).
Lost your key? You can't view it again after creation. Just Revoke the old one on the API Keys page and create a new one.
Turning it off. To disconnect at any time, go back to Settings → API Keys and click Revoke next to the key.