get_dashboard
Net worth, balance sheet and current holdings, in the ledger's base currency.
無需輸入參數。
com.krosos由 krosos.com 發布官方發布者v1.0.0更新於 Oct 24, 2026
Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
讓助理以工具查詢個人記帳帳本的淨資產、持倉、交易與稅務估算,並記錄交易。
Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。
把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。
閱讀 https://sourceweft.com/mcp/com.krosos%2Fkrosos/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。把它新增到你客戶端的 mcpServers 設定中。
{
"mcpServers": {
"krosos": {
"type": "http",
"url": "https://app.krosos.com/api/mcp"
}
}
}Net worth, balance sheet and current holdings, in the ledger's base currency.
無需輸入參數。
Historical net-worth snapshots (one point per day where recorded).
無需輸入參數。
Transaction history as a human-friendly list, newest first.
無需輸入參數。
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.
無需輸入參數。
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.
無需輸入參數。
Current price per ticker with its source, quote currency and recent change, plus any manual overrides.
無需輸入參數。
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.
無需輸入參數。
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.
無需輸入參數。
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 個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已滿足適用檢查項的 83%
該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。
請宣告包含 README 的 GitHub 儲存庫,或在 OAuth 受保護資源後設資料中提供 resource_documentation。
託管服務按其提供方的條款使用,因此這裡不要求授權條款。此檢查項不計入百分比。