get_dashboard
Net worth, balance sheet and current holdings, in the ledger's base currency.
无需输入参数。
com.krosos由 krosos.com 发布官方发布者v1.0.0更新于 Oct 24, 2026
Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
让助理以工具查询个人记账账本的净资产、持仓、交易与税务估算,并记录交易。
Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。
把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。
阅读 https://sourceweft.com/mcp/com.krosos%2Fkrosos/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。把它添加到你客户端的 mcpServers 配置中。
{
"mcpServers": {
"krosos": {
"type": "http",
"url": "https://app.krosos.com/api/mcp"
}
}
}Net worth, balance sheet and current holdings, in the ledger's base currency.
无需输入参数。
Historical net-worth snapshots (one point per day where recorded).
无需输入参数。
Transaction history as a human-friendly list, newest first.
无需输入参数。
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.
无需输入参数。
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.
无需输入参数。
Current price per ticker with its source, quote currency and recent change, plus any manual overrides.
无需输入参数。
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.
无需输入参数。
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.
无需输入参数。
Log a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.
to_risktx_date必填tx_timeto_asset必填from_riskto_amount必填to_ticker必填from_asset必填to_account必填descriptionfrom_amount必填from_ticker必填另有 9 个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.
asset必填ticker必填account必填tx_date必填tx_timeprovider必填quantity_delta必填allow_new_values已满足适用检查项的 83%
该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。
请声明包含 README 的 GitHub 仓库,或在 OAuth 受保护资源元数据中提供 resource_documentation。
托管服务按其提供方的条款使用,因此这里不要求许可证。此检查项不计入百分比。