Krosos
Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
使うべきか
品質と安全性
検出事項(3)
- LOWget_dashboard 内
- LOWget_tax_report 内
- LOWget_prices 内
ツール定義とプロトコルへの準拠に関する自動分析に基づいています。
コンテキストコスト
これは、サーバーのツールがモデルのコンテキストに読み込まれるたびに消費されるおおよそのトークン数です。数が多いほど、ほかのタスクに使える注意が減ります。
インストール
ワンクリックインストール
これを `claude_desktop_config.json` ファイルに追加してください:
{
"mcpServers": {
"krosos": {
"url": "https://app.krosos.com/api/mcp"
}
}
}リモートエンドポイント
https://app.krosos.com/api/mcpstreamable-httpできること
ツール一覧
ツール(12)
🟢get_dashboard
Net worth, balance sheet and current holdings, in the ledger's base currency.
入力スキーマ
{
"type": "object",
"properties": {},
"required": []
}🟢get_net_worth_history
Historical net-worth snapshots (one point per day where recorded).
入力スキーマ
{
"type": "object",
"properties": {},
"required": []
}🟢list_transactions
Transaction history as a human-friendly list, newest first.
入力スキーマ
{
"type": "object",
"properties": {},
"required": []
}🟢get_reference_data
Valid accounts, providers, tickers, asset classes and categories. Read this before writing: trades and adjustments must use these values unless allow_new_values is set.
入力スキーマ
{
"type": "object",
"properties": {},
"required": []
}🟢get_tax_report(year, account)
Capital-gains / income tax estimate for a year: gains, losses, exemption (including any carried-forward amount), taxable base and estimated tax.
入力スキーマ
{
"type": "object",
"properties": {
"year": {
"type": "string",
"description": "Defaults to the current year"
},
"account": {
"type": "string",
"description": "One portfolio; absent sums every configured one"
}
},
"required": []
}🟢get_projection_config
The forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.
入力スキーマ
{
"type": "object",
"properties": {},
"required": []
}🟢get_prices
Current price per ticker with its source, quote currency and recent change, plus any manual overrides.
入力スキーマ
{
"type": "object",
"properties": {},
"required": []
}🟢refresh_prices(ticker, symbol)
Fetch fresh market prices now. With no ticker this refreshes every priced holding; with one it refreshes just that ticker.
入力スキーマ
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Omit to refresh every ticker"
},
"symbol": {
"type": "string",
"description": "Provider symbol when it differs from the ticker"
}
},
"required": []
}🟢list_connections
Linked exchange, bank and wallet connections, each with its sync mode (balance updates, or transactions staged for review) and when it last synced.
入力スキーマ
{
"type": "object",
"properties": {},
"required": []
}⚪sync_connections
Sync every linked connection in one pass: push the latest balance into each linked holding, and stage new transactions into the review queue. Reports what was written, what was staged and any per-provider errors.
入力スキーマ
{
"type": "object",
"properties": {},
"required": []
}🟡log_trade(tx_date, from_account, from_provider, from_ticker, from_asset, ...)
Log a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.
入力スキーマ
{
"type": "object",
"properties": {
"tx_date": {
"type": "string",
"format": "date",
"example": "2026-06-17",
"description": "Today or tomorrow at the latest (the user's own calendar day); later dates are rejected"
},
"from_account": {
"type": "string"
},
"from_provider": {
"type": "string"
},
"from_ticker": {
"type": "string"
},
"from_asset": {
"type": "string"
},
"from_category": {
"type": "string"
},
"from_description": {
"type": "string"
},
"from_risk": {
"type": "integer",
"minimum": 0,
"maximum": 4
},
"from_amount": {
"type": "number",
"example": 1000
},
"to_account": {
"type": "string"
},
"to_provider": {
"type": "string"
},
"to_ticker": {
"type": "string"
},
"to_asset": {
"type": "string"
},
"to_category": {
"type": "string"
},
"to_description": {
"type": "string"
},
"to_risk": {
"type": "integer",
"minimum": 0,
"maximum": 4
},
"to_amount": {
"type": "number",
"example": 8.5
},
"overall_eur_value": {
"type": "number",
"example": 1000,
"description": "The trade's total value in the ledger's base currency (the field name is historical: EUR was the only base)"
},
"description": {
"type": "string"
},
"allow_new_values": {
"type": "boolean",
"description": "Create accounts/providers/tickers not yet in reference-data. Default false."
}
},
"required": [
"tx_date",
"from_account",
"from_provider",
"from_ticker",
"from_asset",
"from_amount",
"to_account",
"to_provider",
"to_ticker",
"to_asset",
"to_amount",
"overall_eur_value"
]
}🟡record_balance_adjustment(tx_date, account, provider, ticker, asset, ...)
Record a signed quantity change on one holding (a balance update that is not a trade). Same body and validation as POST /api/position-adjustments.
入力スキーマ
{
"type": "object",
"properties": {
"tx_date": {
"type": "string",
"format": "date",
"description": "Today or tomorrow at the latest (the user's own calendar day); later dates are rejected"
},
"account": {
"type": "string"
},
"provider": {
"type": "string"
},
"ticker": {
"type": "string"
},
"asset": {
"type": "string"
},
"quantity_delta": {
"type": "number",
"description": "Signed quantity change (non-zero)"
},
"allow_new_values": {
"type": "boolean"
}
},
"required": [
"tx_date",
"account",
"provider",
"ticker",
"asset",
"quantity_delta"
]
}コミュニティ
エビデンス