Krosos
Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
我该使用它吗
质量与安全性
发现（3）
- LOWTool 'get_dashboard' description lacks action verb在 get_dashboard 中
- LOWTool 'get_tax_report' description lacks action verb在 get_tax_report 中
- LOWTool 'get_prices' description lacks action verb在 get_prices 中
基于对工具定义和协议合规性的自动分析。
上下文开销
这是每次将服务器的工具加载到模型上下文窗口时所消耗的大致 token 数。数值越高，可用于其他任务的注意力就越少。
安装
一键安装
将以下内容添加到你的 `claude_desktop_config.json` 文件中：
{
"mcpServers": {
"krosos": {
"url": "https://app.krosos.com/api/mcp"
}
}
}远程端点
https://app.krosos.com/api/mcpstreamable-http它能做什么
工具清单
工具（12）
🟢get_dashboard
Net worth, balance sheet and current holdings, in the ledger's base currency.
输入模式
{
"type": "object",
"properties": {},
"required": []
}🟢get_net_worth_history
Historical net-worth snapshots (one point per day where recorded).
输入模式
{
"type": "object",
"properties": {},
"required": []
}🟢list_transactions
Transaction history as a human-friendly list, newest first.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"type": "object",
"properties": {},
"required": []
}🟢get_prices
Current price per ticker with its source, quote currency and recent change, plus any manual overrides.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"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"
]
}社区
证据