Krosos

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

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

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Copy this into your MCP client config:

{
  "mcpServers": {
    "Krosos": {
      "url": "https://app.krosos.com/api/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (12)

• get_dashboard

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_net_worth_history

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• list_transactions

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_tax_report

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

  Parameters:

  • year — string — Defaults to the current year
  • account — string — One portfolio; absent sums every configured one

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_projection_config

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_prices

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

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• refresh_prices

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

  Parameters:

  • symbol — string — Provider symbol when it differs from the ticker
  • ticker — string — Omit to refresh every ticker

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• log_trade

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

  Parameters:

  • tx_date (required) — string — Today or tomorrow at the latest (the user's own calendar day); later dates are rejected
  • from_account (required) — string
  • from_provider (required) — string
  • from_ticker (required) — string
  • from_asset (required) — string
  • from_amount (required) — number
  • to_account (required) — string
  • to_provider (required) — string
  • to_ticker (required) — string
  • to_asset (required) — string
  • to_amount (required) — number
  • overall_eur_value (required) — number — The trade's total value in the ledger's base currency (the field name is historical: EUR was the only base)
  • to_risk — integer
  • 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
  • from_risk — integer
  • description — string
  • to_category — string
  • from_category — string
  • to_description — string
  • allow_new_values — boolean — Create accounts/providers/tickers not yet in reference-data. Default false.
  • from_description — string

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• 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.

  Parameters:

  • tx_date (required) — string — Today or tomorrow at the latest (the user's own calendar day); later dates are rejected
  • account (required) — string
  • provider (required) — string
  • ticker (required) — string
  • asset (required) — string
  • quantity_delta (required) — number — Signed quantity change (non-zero)
  • 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
  • allow_new_values — boolean

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

Publisher website

Measured by MCPYP probing. Untested fields are omitted, never estimated. Listing is always free; MCPYP never proxies calls or stores user tokens.