Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
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Read from a real MCP initialize → tools/list handshake against the declared endpoint. No tool was ever invoked — tools/list is the read-only introspection call the protocol defines for this. It reflects what the server advertised at that moment; a hosted endpoint is not pinned to any version and can change without notice.
https://app.krosos.com/api/mcp12 tools · 426msget_dashboardNet worth, balance sheet and current holdings, in the ledger's base currency.Net worth, balance sheet and current holdings, in the ledger's base currency.
No input schema was published for this tool.
get_net_worth_historyHistorical net-worth snapshots (one point per day where recorded).Historical net-worth snapshots (one point per day where recorded).
No input schema was published for this tool.
list_transactionsTransaction history as a human-friendly list, newest first.Transaction history as a human-friendly list, newest first.
No input schema was published for this tool.
get_reference_dataValid accounts, providers, tickers, asset classes and categories. Read this before writing: trades and adjustments must use these values unless allow_new_values is set.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.
No input schema was published for this tool.
get_tax_reportCapital-gains / income tax estimate for a year: gains, losses, exemption (including any carried-forward amount), taxable base and estimated tax.Capital-gains / income tax estimate for a year: gains, losses, exemption (including any carried-forward amount), taxable base and estimated tax.
| Parameter | Type | Description |
|---|---|---|
| year | string | Defaults to the current year |
| account | string | One portfolio; absent sums every configured one |
get_projection_configThe forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.The forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.
No input schema was published for this tool.
get_pricesCurrent price per ticker with its source, quote currency and recent change, plus any manual overrides.Current price per ticker with its source, quote currency and recent change, plus any manual overrides.
No input schema was published for this tool.
refresh_pricesFetch fresh market prices now. With no ticker this refreshes every priced holding; with one it refreshes just that ticker.Fetch fresh market prices now. With no ticker this refreshes every priced holding; with one it refreshes just that ticker.
| Parameter | Type | Description |
|---|---|---|
| ticker | string | Omit to refresh every ticker |
| symbol | string | Provider symbol when it differs from the ticker |
list_connectionsLinked exchange, bank and wallet connections, each with its sync mode (balance updates, or transactions staged for review) and when it last synced.Linked exchange, bank and wallet connections, each with its sync mode (balance updates, or transactions staged for review) and when it last synced.
No input schema was published for this tool.
sync_connectionsSync 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.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.
No input schema was published for this tool.
log_tradeLog a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.Log a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.
| Parameter | Type | Description |
|---|---|---|
| tx_date* | string | Today or tomorrow at the latest (the user's own calendar day); later dates are rejected |
| from_account* | string | — |
| from_provider* | string | — |
| from_ticker* | string | — |
| from_asset* | string | — |
| from_category | string | — |
| from_description | string | — |
| from_risk | integer | — |
| from_amount* | number | — |
| to_account* | string | — |
| to_provider* | string | — |
| to_ticker* | string | — |
| to_asset* | string | — |
| to_category | string | — |
| to_description | string | — |
| to_risk | integer | — |
| to_amount* | number | — |
| overall_eur_value* | number | The trade's total value in the ledger's base currency (the field name is historical: EUR was the only base) |
| description | string | — |
| allow_new_values | boolean | Create accounts/providers/tickers not yet in reference-data. Default false. |
record_balance_adjustmentRecord a signed quantity change on one holding (a balance update that is not a trade). Same body and validation as POST /api/position-adjustments.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.
| Parameter | Type | Description |
|---|---|---|
| tx_date* | string | Today or tomorrow at the latest (the user's own calendar day); later dates are rejected |
| account* | string | — |
| provider* | string | — |
| ticker* | string | — |
| asset* | string | — |
| quantity_delta* | number | Signed quantity change (non-zero) |
| allow_new_values | boolean | — |
12 of 12 tools published a description.
Tool names and descriptions are written by the publisher and shown verbatim as inert text. They are the strings an MCP client passes to a model, so Forge scans them for prompt-injection patterns — any finding appears with the security scan above. “Privileged” is a keyword match on the tool name, not an audit of what the tool does: a benign-sounding name can still do anything.
Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
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