Krosos

Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.

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What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

    Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.

    How to connect

    How to connect Krosos to Claude

    The server address to paste into Claude settings:

    https://app.krosos.com/api/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect Krosos to ChatGPT

    The server address to paste into ChatGPT settings:

    https://app.krosos.com/api/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect Krosos to Cursor

    The server address to paste into Cursor settings:

    https://app.krosos.com/api/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (12)

    Raw names from tools/list. Only developers need these.

    get_dashboardNet worth, balance sheet and current holdings, in the ledger's base currency.
    get_net_worth_historyHistorical net-worth snapshots (one point per day where recorded).
    list_transactionsTransaction history as a human-friendly list, newest first.
    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.
    get_tax_reportCapital-gains / income tax estimate for a year: gains, losses, exemption (including any carried-forward amount), taxable base and estimated tax.
    get_projection_configThe forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.
    get_pricesCurrent price per ticker with its source, quote currency and recent change, plus any manual overrides.
    refresh_pricesFetch fresh market prices now. With no ticker this refreshes every priced holding; with one it refreshes just that 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.
    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.
    log_tradeLog a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.
    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.