TRES Finance Plugin

MCP connector

Server URL

https://ai.tres.finance/mcpCopy

Login

OAuth

Skills

22 in the Claude listing

• Tres asc845 swap reprice skillReprice swap transaction legs under ASC 845 (Nonmonetary Transactions) to ensure clearing accounts net to zero.
• Tres asset balance validationValidate wallet balances in TRES Finance against DeBank and generate a discrepancy report.
• Tres cost basisManage cost basis calculation in TRES Finance: check status, view/change strategy (FIFO, LIFO, AVG, MAX_GAINS, MAX_LOSSES, FIFO_IMPAIRMENT), trigger recalculation, review financial issues, manage reev
• Tres data collection commitTrigger on-chain data collection (a "Commit") in Tres Finance for wallets that have already been onboarded.
• Tres erp rule suggestionsGuide users through creating ERP accounting rules for crypto organizations on the Tres Finance platform.
• Tres explorer tx to ledgerAdd a blockchain explorer transaction to the TRES Finance ledger.
• Tres export 3rd party contactsExtract all 3rd-party (non-owned) addresses from a TRES Finance environment and export them as an XLSX workbook to help users build their contacts list.
• Tres import contactsImport contacts (address book entries) into TRES Finance from a CSV or XLSX file.
• Tres invoice bill matchingMatch TRES ledger transactions to ERP invoices/bills (AP/AR) and optionally sync them to the connected ERP (Xero, QuickBooks Online, NetSuite).
• Tres ledger linkBuild a TRES Finance dashboard ledger URL (Transactions tab) with a precise filter set — date range, wallets, assets, tags, status, amount, and more — so it can be shared with a customer or reused.
• Tres onboardingEnd-to-end onboarding of a new entity, customer, or account into TRES Finance.
• Tres recon gapsQuery, display, and resolve reconciliation gaps from the TRES Finance MCP connector.
• Tres report advisorRecommend the right TRES Finance report for any user question.
• Tres report analyzerAnalyze any TRES Finance report XLSX and produce an automatic findings summary.
• Tres report createCreate (generate) any TRES Finance report end-to-end via the tres-mcp MCP server and GraphQL — trigger the export, verify a report row was actually created (guarding against silent failures), poll unt
• Tres request skill updateSubmit feedback about the TRES Claude plugin — bug reports, feature requests, skill improvements, new skill ideas, MCP issues, workflow friction, or positive feedback about what's working well.
• Tres rollup reviewCompute the EXACT sub-transaction impact of a rollup rule in TRES Finance — every filter applied — and flag genuine problems (zero matches, overlap, config mistakes) before the rule is created.
• Tres rollup rulesAnalyze an organization's sub-transaction patterns in TRES Finance, identify groups of repetitive transactions, and propose data-driven rollup rules that consolidate them into one aggregated entry per
• Tres settings managementManage Organization Settings and Platform Settings via the TRES MCP GraphQL API.
• Tres tx storyAnalyze a blockchain transaction by its hash using TRES Finance MCP and generate a visual flow diagram showing all asset movements, followed by a plain-language explanation of what happened.
• Tres upload tx header validationThe exact column header names required by the TRES Finance bulk transaction CSV upload.
• Tres wallets uploadUpload and onboard multiple on-chain wallets or exchange accounts into Tres Finance.