get_dashboard

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

Parameters

No parameters.

Raw schema

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

get_net_worth_history

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

Parameters

No parameters.

Raw schema

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

list_transactions

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

Parameters

No parameters.

Raw schema

{
  "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.

Parameters

No parameters.

Raw schema

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

get_tax_report

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

Parameters2

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

Raw schema

{
  "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.

Parameters

No parameters.

Raw schema

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

log_trade

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

Parameters20

tx_date	string	required
from_account	string	required
from_provider	string	required
from_ticker	string	required
from_asset	string	required
from_category	string	optional
from_description	string	optional
from_risk	integer	optional
from_amount	number	required
to_account	string	required
to_provider	string	required
to_ticker	string	required
to_asset	string	required
to_category	string	optional
to_description	string	optional
to_risk	integer	optional
to_amount	number	required
overall_eur_value	number	required	The trade's total value in the ledger's base currency (the field name is historical — EUR was the only base)
description	string	optional
allow_new_values	boolean	optional	Create accounts/providers/tickers not yet in reference-data. Default false.

Raw schema

{
  "type": "object",
  "properties": {
    "tx_date": {
      "type": "string",
      "format": "date",
      "example": "2026-06-17"
    },
    "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

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.

Parameters7

tx_date	string	required
account	string	required
provider	string	required
ticker	string	required
asset	string	required
quantity_delta	number	required	Signed quantity change (non-zero)
allow_new_values	boolean	optional

Raw schema

{
  "type": "object",
  "properties": {
    "tx_date": {
      "type": "string",
      "format": "date"
    },
    "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"
  ]
}

Krosos

MCP Server: com.krosos/krosos

🛠️ Key Features

🚀 Use Cases

⚡ Developer Benefits

⚠️ Limitations

get_dashboard

get_net_worth_history

list_transactions

get_reference_data

get_tax_report

get_projection_config

log_trade

record_balance_adjustment

Install

Remote endpoint