Krosos
Server Details
Your accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.
- Status
- Healthy
- Last Tested
- Transport
- Streamable HTTP
- URL
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Usage analytics
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Tool Definition Quality
Average 3.7/5 across 8 of 8 tools scored. Lowest: 2.7/5.
Each tool targets a distinct aspect of personal finance: dashboard, net worth history, projection config, reference data, tax report, transactions, trades, and adjustments. No overlapping purposes; descriptions clearly differentiate them.
All tool names follow a consistent verb_noun pattern in snake_case (e.g., get_dashboard, list_transactions, log_trade). The convention is uniform across all 8 tools.
With 8 tools, the set is well-scoped for a personal finance server. It covers essential operations without being bloated or too sparse.
Core functionalities like viewing balance, history, projections, tax reports, transactions, and logging trades/adjustments are present. Missing update/delete for transactions, but the domain may favor immutability.
Available Tools
8 toolsget_dashboardAInspect
Net worth, balance sheet and current holdings, in the ledger's base currency.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden. It only lists what is returned, but does not disclose behavioral traits such as whether the operation is read-only, requires specific permissions, is computationally expensive, or is idempotent. The mention of 'base currency' adds minimal transparency.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence that is front-loaded with the key outputs (Net worth, balance sheet, current holdings). It contains no redundant information and is highly efficient.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given that there are no parameters and no output schema, the description covers the essential information: what the tool returns. It does not specify the format or structure of the output, but for a simple dashboard snapshot, the description is reasonably complete. A higher score would require mention of whether the balance sheet includes all accounts or just a subset.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool has no parameters, so the description does not need to explain parameter meanings. Schema description coverage is 100% trivially, and the description adequately describes what the tool does without parameter context. Baseline of 3 is exceeded because no parameters need compensation.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states that the tool returns net worth, balance sheet, and current holdings in the ledger's base currency. This distinguishes it from siblings like get_net_worth_history (historical data) and get_tax_report (tax-specific). The verb 'get' plus specific resources (net worth, balance sheet, holdings) makes purpose unambiguous.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage for a current financial snapshot but does not explicitly state when to use this versus alternatives like get_net_worth_history for historical trends or list_transactions for transaction-level details. No exclusions or prerequisites are mentioned.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_net_worth_historyAInspect
Historical net-worth snapshots (one point per day where recorded).
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden. It discloses that data is returned as daily snapshots only for days with records, which is key behavioral context. However, it does not mention authorization, safety, or performance characteristics.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
A single, front-loaded sentence with no filler. Every word adds value, making it maximally concise.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given no output schema and no parameters, the description provides a basic idea but lacks details on the return format (e.g., fields like date, value). For a simple historical data tool, this may be sufficient but not fully complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool has zero parameters and 100% schema coverage in the input schema. Per guidelines, the baseline for no parameters is 4, and the description adds no redundant parameter info.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool retrieves historical net-worth snapshots, with the specific detail of one point per day where recorded. It effectively distinguishes from siblings like get_dashboard or list_transactions which serve different purposes.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage for viewing historical net worth trends but lacks explicit guidance on when to use this tool versus alternatives like get_dashboard. No exclusions or prerequisites are mentioned.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_projection_configAInspect
The forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided. Description adds context about what is not included (the projection itself) but lacks details on read-only nature, authorization needs, or rate limits.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences with zero waste. Front-loads the purpose and provides concrete examples efficiently.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Adequate for a parameterless tool with no output schema. Describes the return content adequately. Could mention output format (e.g., JSON) but not essential.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema has no parameters (100% coverage trivially). Description adds semantic value by listing the included assumption categories, giving the agent meaningful expectations.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Clearly states it retrieves forecast/FIRE plan assumptions, listing specific examples (salary, expenses, etc.), and distinguishes itself from the client-side projection computation. This differentiates it from sibling tools like get_dashboard or get_net_worth_history.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Implied usage for obtaining assumptions, but no explicit when-to-use or when-not-to guidance. No mention of alternatives or exclusions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_reference_dataAInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the burden of explaining behavior. It does not explicitly state that the tool is read-only or safe, but the content (reference data) and guidance ('read before writing') strongly imply a non-destructive, informational purpose. A more explicit disclosure would improve this score.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two short, actionable sentences with no wasted words. The first sentence lists the data types, the second provides critical usage guidance. Optimal conciseness for the content.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The tool has no parameters and no output schema, so the description needs only to explain what it returns and when to use it. It does both adequately. However, it could mention if the output is paginated or if there is a default format, but given the simplicity, this is sufficient.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
There are no parameters, so the schema coverage is trivially 100%. The description adds value by explaining the purpose of the returned data (valid values for writing operations), which goes beyond the empty schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool returns valid accounts, providers, tickers, asset classes, and categories. It distinguishes itself from sibling writing tools (log_trade, record_balance_adjustment) by explicitly positioning it as a prerequisite reference read.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly advises 'Read this before writing' and notes that trades and adjustments must use these values unless allow_new_values is set. This provides clear context on when to use the tool, though it does not name an alternative tool for the 'allow_new_values' case.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_tax_reportAInspect
Capital-gains / income tax estimate for a year: gains, losses, exemption (including any carried-forward amount), taxable base and estimated tax.
| Name | Required | Description | Default |
|---|---|---|---|
| year | No | Defaults to the current year | |
| account | No | One portfolio; absent sums every configured one |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description bears full responsibility. It describes the tool as providing an 'estimate' and mentions carried-forward amounts, but does not explicitly declare it as read-only, disclose authentication requirements, or describe side effects.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence that efficiently lists key output components. While dense, it contains no redundant information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no output schema, the description compensates by listing report contents. It covers the main purpose and parameter usage (year default, account summing). Missing is a mention of data format (e.g., object with fields).
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has 100% description coverage with defaults. The description adds value by enumerating what the report includes (gains, losses, exemption, etc.), giving the agent context beyond parameter names.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool provides a capital-gains/income tax estimate for a year, listing specific output components (gains, losses, exemption, taxable base, estimated tax). It distinguishes itself from siblings like get_dashboard or get_net_worth_history.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No explicit when-to-use or when-not-to-use guidance is given. The description implies it is for tax estimates, but does not compare to alternatives like get_dashboard or list_transactions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_transactionsAInspect
Transaction history as a human-friendly list, newest first.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden. It only states the output is human-friendly and sorted, but does not disclose potential limitations like pagination, date range, or whether it includes all transactions. For a list tool, more behavioral context is needed.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence that clearly conveys the tool's purpose and ordering. It is efficient with no wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool has no parameters and no output schema, the description provides the essentials (list, human-friendly, newest first). However, it lacks details about what fields are included, any limits, or whether it reflects the latest data. It is minimally adequate but not comprehensive.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
There are zero parameters and the schema coverage is 100% (empty). The description adds no parameter info, but none is needed. Baseline for no parameters is 4, and the description satisfies this.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states that the tool returns a human-friendly list of transaction history sorted newest first. It is a specific verb+resource combination and distinguishes from sibling tools like get_dashboard or get_net_worth_history, which serve different purposes.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage when a user wants transaction history in a readable list, but provides no explicit when-to-use, when-not-to-use, or alternative tool guidance. It does not mention siblings or constraints.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
log_tradeCInspect
Log a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.
| Name | Required | Description | Default |
|---|---|---|---|
| to_risk | No | ||
| tx_date | Yes | ||
| to_asset | Yes | ||
| from_risk | No | ||
| to_amount | Yes | ||
| to_ticker | Yes | ||
| from_asset | Yes | ||
| to_account | Yes | ||
| description | No | ||
| from_amount | Yes | ||
| from_ticker | Yes | ||
| to_category | No | ||
| to_provider | Yes | ||
| from_account | Yes | ||
| from_category | No | ||
| from_provider | Yes | ||
| to_description | No | ||
| allow_new_values | No | Create accounts/providers/tickers not yet in reference-data. Default false. | |
| from_description | No | ||
| overall_eur_value | Yes | The trade's total value in the ledger's base currency (the field name is historical — EUR was the only base) |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided. The description only mentions 'same body and validation as POST /api/transactions', but does not disclose side effects, auth requirements, rate limits, or error behavior. The write operation is implied but not explicitly stated.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two concise sentences with front-loaded action. However, the description omits crucial details that should be present, making conciseness a trade-off against completeness.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With 20 parameters, 12 required, no output schema, and no annotations, the description is extremely incomplete. It does not explain from/to relationships, categories, risk fields, or return values. Agents lack necessary context to use this tool correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is only 10% (2 out of 20 parameters have descriptions). The description does not explain the majority of parameters, such as from_account, to_provider, risk levels, or categories. It fails to compensate for the low schema coverage.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description explicitly states the action ('Log a trade') and the resource ('trade'), and clarifies it involves from-asset to to-asset for buy/sell/swap. This clearly distinguishes it from sibling tools like record_balance_adjustment.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to use this tool vs alternatives. No mention of prerequisites, exclusions, or comparison to siblings like list_transactions or record_balance_adjustment.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
record_balance_adjustmentBInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| asset | Yes | ||
| ticker | Yes | ||
| account | Yes | ||
| tx_date | Yes | ||
| provider | Yes | ||
| quantity_delta | Yes | Signed quantity change (non-zero) | |
| allow_new_values | No |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries full burden but only states the action and references an API endpoint for validation. It does not disclose side effects, error behavior, rate limits, or authorization needs. The behavioral transparency is lacking.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is concise with two sentences, front-loading the core action and key distinction. It is efficient but could include more detail without becoming verbose.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the complexity of the tool (7 parameters, no output schema, no annotations), the description is incomplete. It does not explain parameter meanings beyond one, lacks return value info, and provides no context on prerequisites or effects.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is only 14% (only 'quantity_delta' described). The description adds no parameter-level explanations beyond referencing the API endpoint. For 7 parameters, the description does not compensate for the sparse schema, leaving many parameters undefined.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool records a signed quantity change on a holding, explicitly distinguishing it from a trade. It uses specific verbs and resource references, and the sibling context with 'log_trade' reinforces the distinction.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage for non-trade balance updates by stating 'not a trade', but does not provide explicit when-to-use or when-not-to-use guidance, nor does it mention prerequisites or alternatives beyond the implied sibling.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
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