Krosos

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Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.

Finance & Payments

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Call this server's tools from your browser. Nothing to install.

https://app.krosos.com/api/mcp

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Tool list from our last check. Connect live to refresh it.

get_dashboard

Net worth, balance sheet and current holdings, in the ledger's base currency.

This tool takes no arguments.

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

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Tools (12)

get_dashboard

Net worth, balance sheet and current holdings, in the ledger's base currency.

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {}
}

get_net_worth_history

Historical net-worth snapshots (one point per day where recorded).

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {}
}

get_prices

Current price per ticker with its source, quote currency and recent change, plus any manual overrides.

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {}
}

get_projection_config

The forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {}
}

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.

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {}
}

get_tax_report

Capital-gains / income tax estimate for a year: gains, losses, exemption (including any carried-forward amount), taxable base and estimated tax.

Argument	Type	Description
year	string	Defaults to the current year
account	string	One portfolio; absent sums every configured one

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "year": {
      "type": "string",
      "description": "Defaults to the current year"
    },
    "account": {
      "type": "string",
      "description": "One portfolio; absent sums every configured one"
    }
  }
}

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.

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {}
}

list_transactions

Transaction history as a human-friendly list, newest first.

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {}
}

log_trade

Log a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.

Argument	Type	Description
to_risk	integer
tx_date*	string	Today or tomorrow at the latest (the user's own calendar day); later dates are rejected
tx_time	string	Optional HH:MM on the user's own clock; orders rows within the same day. Omitted: an edit keeps the stored time, a new row takes the current time
to_asset*	string
from_risk	integer
to_amount*	number
to_ticker*	string
from_asset*	string
to_account*	string
description	string

record_balance_adjustment

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.

Argument	Type	Description
asset*	string
ticker*	string
account*	string
tx_date*	string	Today or tomorrow at the latest (the user's own calendar day); later dates are rejected
tx_time	string	Optional HH:MM on the user's own clock; orders rows within the same day. Omitted: an edit keeps the stored time, a new row takes the current time
provider*	string
quantity_delta*	number	Signed quantity change (non-zero)
allow_new_values	boolean

Input schema (JSON)

{
  "type": "object",
  "required": [
    "tx_date",
    "account",
    "provider",
    "ticker",
    "asset",
    "quantity_delta"
  ],
  "properties": {
    "asset": {
      "type": "string"
    },
    "ticker": {
      "type": "string"
    },
    "account": {
      "type": "string"
    },
    "tx_date": {
      "type": "string",
      "format": "date",
      "description": "Today or tomorrow at the latest (the user's own calendar day); later dates are rejected"
    },
    "tx_time": {
      "type": "string",
      "example": "14:30",
      "description": "Optional HH:MM on the user's own clock; orders rows within the same day. Omitted: an edit keeps the stored time, a new row takes the current time"
    },
    "provider": {
      "type": "string"
    },
    "quantity_delta": {
      "type": "number",
      "description": "Signed quantity change (non-zero)"
    },
    "allow_new_values": {
      "type": "boolean"
    }
  }
}

refresh_prices

Fetch fresh market prices now. With no ticker this refreshes every priced holding; with one it refreshes just that ticker.

Argument	Type	Description
symbol	string	Provider symbol when it differs from the ticker
ticker	string	Omit to refresh every ticker

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "symbol": {
      "type": "string",
      "description": "Provider symbol when it differs from the ticker"
    },
    "ticker": {
      "type": "string",
      "description": "Omit to refresh every ticker"
    }
  }
}

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.

No arguments.

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {}
}

{ "type": "object", "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" ], "properties": { "to_risk": { "type": "integer", "maximum": 4, "minimum": 0 }, "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" }, "tx_time": { "type": "string", "example": "14:30", "description": "Optional HH:MM on the user's own clock; orders rows within the same day. Omitted: an edit keeps the stored time, a new row takes the current time" }, "to_asset": { "type": "string" }, "from_risk": { "type": "integer", "maximum": 4, "minimum": 0 }, "to_amount": { "type": "number", "example": 8.5 }, "to_ticker": { "type": "string" }, "from_asset": { "type": "string" }, "to_account": { "type": "string" }, "description": { "type": "string" }, "from_amount": { "type": "number", "example": 1000 }, "from_ticker": { "type": "string" }, "to_category": { "type": "string" }, "to_provider": { "type": "string" }, "from_account": { "type": "string" }, "from_category": { "type": "string" }, "from_provider": { "type": "string" }, "to_description": { "type": "string" }, "allow_new_values": { "type": "boolean", "description": "Create accounts/providers/tickers not yet in reference-data. Default false." }, "from_description": { "type": "string" }, "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)" } } }