get_dashboard
Net worth, balance sheet and current holdings, in the ledger's base currency.
Takes no parameters.
com.krososPublished by krosos.comOfficial publisherv1.0.0Updated Oct 24, 2026
Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
Lets an assistant query a personal accounting ledger for net worth, holdings, transactions and tax estimates, and log trades.
Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.
Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.
Read https://sourceweft.com/mcp/com.krosos%2Fkrosos/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.Add this to your client's mcpServers config.
{
"mcpServers": {
"krosos": {
"type": "http",
"url": "https://app.krosos.com/api/mcp"
}
}
}Net worth, balance sheet and current holdings, in the ledger's base currency.
Takes no parameters.
Historical net-worth snapshots (one point per day where recorded).
Takes no parameters.
Transaction history as a human-friendly list, newest first.
Takes no parameters.
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.
Takes no parameters.
Capital-gains / income tax estimate for a year: gains, losses, exemption (including any carried-forward amount), taxable base and estimated tax.
yearaccountThe forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.
Takes no parameters.
Current price per ticker with its source, quote currency and recent change, plus any manual overrides.
Takes no parameters.
Fetch fresh market prices now. With no ticker this refreshes every priced holding; with one it refreshes just that ticker.
symboltickerLinked exchange, bank and wallet connections, each with its sync mode (balance updates, or transactions staged for review) and when it last synced.
Takes no parameters.
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.
Takes no parameters.
Log a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.
to_risktx_daterequiredtx_timeto_assetrequiredfrom_riskto_amountrequiredto_tickerrequiredfrom_assetrequiredto_accountrequireddescriptionfrom_amountrequiredfrom_tickerrequired+9 moreRecord a signed quantity change on one holding (a balance update that is not a trade). Same body and validation as POST /api/position-adjustments.
assetrequiredtickerrequiredaccountrequiredtx_daterequiredtx_timeproviderrequiredquantity_deltarequiredallow_new_values83% of the applicable checks met
How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.
Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.
A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.