tres-finance-plugin

Plugin tres-finance-plugin from marketplace tres-finance in Tres-Finance-Public/tres-claude-plugin. Commands read from the repo's manifest — 1 month ago.

Skills (25)

• cc-plugin-dev

  Create, update, test, debug, and distribute Claude Code plugins with skills, subagents, hooks, MCP servers, and LSP servers. Use this skill whenever the user mentions building a Claude Code plugin, creating a plugin for Claude Code, working on a plugin manifest (plugin.json), setting up a plugin mar

• skill-creator

  Create new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, update or optimize an existing skill, run evals to test a skill, benchmark skill performance with variance analysis, or optimize a skill's description for better

• tres-plugin-release

  Pre-release checklist for the TRES Finance plugin itself. Use this skill whenever a developer working in the plugin repo has added or modified a skill, changed the MCP config, edited the manifest, or otherwise prepared changes for distribution and is about to commit, open a PR, or cut a release. Tri

• tres-asc845-swap-reprice-skill

  Reprice swap transaction legs under ASC 845 (Nonmonetary Transactions) to ensure clearing accounts net to zero. Use this skill whenever the user wants to: reprice swaps, fix clearing account residuals, apply equal-value exchange to swap legs, run setBatchUseCounterpartyFiatValue, zero out a clearing

• tres-asset-balance-validation

  Validate wallet balances in TRES Finance against DeBank and generate a discrepancy report. Use this skill whenever the user asks to validate, verify, cross-check, or audit their TRES balances against on-chain data or DeBank. Also trigger when the user asks if their balances are correct or wants to s

• tres-cost-basis

  Manage 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 reevaluations/impairments, set bulk fiat prices, configure spec-ID lot disposal rules, view per-asset co

• tres-data-collection-commit

  Trigger on-chain data collection (a "Commit") in Tres Finance for wallets that have already been onboarded. Use this skill whenever the user wants to collect data, pull balances, sync wallets, refresh on-chain data, run a commit, trigger a commit, or "collect" anything in Tres. This is the second st

• tres-erp-rule-suggestions

  Guide users through creating ERP accounting rules for crypto organizations on the Tres Finance platform. Maps every transaction type to the correct chart of accounts entries using a layered rule engine. Trigger: user asks to create, review, or fix ERP rules / accounting mappings for an organization.

• tres-explorer-tx-to-ledger

  Add a blockchain explorer transaction to the TRES Finance ledger. Use when the user provides a blockchain explorer URL (Etherscan, Polygonscan, Arbiscan, Basescan, Snowtrace, BscScan, etc.) or a raw transaction hash and wants to record it in the platform ledger. Trigger phrases include "add this tra

• tres-export-3rd-party-contacts

  Extract 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. Use this skill whenever the user wants to export, list, or identify 3rd-party addresses, counterparties, or external addresses from their transacti

• tres-import-contacts

  Import contacts (address book entries) into TRES Finance from a CSV or XLSX file. Use this skill whenever the user wants to import, upload, or bulk-add contacts, address labels, or address book entries into TRES — whether from a file they filled in after using the export-3rd-party-contacts skill, or

• tres-invoice-bill-matching

  Match TRES ledger transactions to ERP invoices/bills (AP/AR) and optionally sync them to the connected ERP (Xero, QuickBooks Online, NetSuite). Trigger this skill whenever the user wants to match, link, close, reconcile, or sync an invoice or bill against a blockchain transaction — even if they don'

• tres-ledger-link

  Build 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. Use whenever the user asks for a "ledger link", "dashboard link", "filter URL", or "send <customer> a

• tres-onboarding

  End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicit

• tres-recon-gaps

  Query, display, and resolve reconciliation gaps from the TRES Finance MCP connector. Trigger this skill ONLY when the user explicitly requests to view or close reconciliation gaps — for example: "show me the reconciliation gaps", "close the recon gaps", "view gaps for today", "plug the reconciliatio

• tres-report-advisor

  Recommend the right TRES Finance report for any user question. Trigger this skill whenever a user asks which report to use, what report contains certain data, how to get specific information out of TRES, or compares two reports. Also trigger when the user describes a goal (e.g. "month-end close", "a

• tres-report-analyzer

  Analyze any TRES Finance report XLSX and produce an automatic findings summary. Trigger this skill whenever a user uploads a .xlsx file that came from TRES Finance and asks to "analyze", "summarize", "review", "check", "audit", "look at", "what does this show", "any issues", "anything interesting",

• tres-report-create

  Create (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 until done, and return the download link. Trigger this skill on ANY report creation request, including

• tres-request-skill-update

  Submit 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. Use this skill whenever the user wants to share any kind of feedback about the plugin, its skills, or the

• tres-rollup-review

  Compute 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. Two modes. Mode A: a pre-create quality gate invoked by the tres-rollup-rules skill to vet proposed candid

• tres-rollup-rules

  Analyze 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 interval (daily or monthly) for cleaner ERP integration. Also lists and deletes rollup rules. Trigg

• tres-settings-management

  Manage Organization Settings and Platform Settings via the TRES MCP GraphQL API. Use when users ask about org settings, platform settings, configuration, feature flags, enable/disable platforms, balance diff, commit strategy, cost basis, ERP, pricing, sync boundaries, or any setting read/write opera

• tres-tx-story

  Analyze 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. Use this skill whenever the user provides a transaction hash and asks to "analyze", "explain", "visualize", "

• tres-upload-tx-header-validation

  The exact column header names required by the TRES Finance bulk transaction CSV upload. Use whenever building, fixing, or validating the header row of a TRES manual transaction or sub-transaction upload CSV — especially after an upload fails with \"Missing required column(s): ...\". Trigger phrases

• tres-wallets-upload

  Upload and onboard multiple on-chain wallets or exchange accounts into Tres Finance. Use this skill whenever the user wants to add wallets, onboard wallets, import wallets, upload wallet addresses, ingest wallets, or connect exchanges into Tres — whether from a file (CSV/Excel) or by typing them man

MCP servers (1)

• TRES Finance

  connects to: https://ai.tres.finance/mcp

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