kasas — financial planning & review

kasas-skill

Talk to your kasas financial ledger from Claude — with full MCP access, on‑demand charts and graphs, and skills for periodic financial review and forward‑looking planning. Works in Claude Code and Claude Desktop.

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What this is

kasas is a self‑hosted, single‑binary financial ledger with a built‑in MCP server (≈50 tools over accounts, transactions, labels, rules, events, sync, and market data). This plugin wires Claude to that server and adds a layer of finance‑specific skills:

• 🔌 Full MCP access to kasas — every read/write/admin tool, as first‑class tools in Claude.
• 📊 Charts & graphs — an offline, dependency‑free renderer (Claude Code) or interactive Artifacts (Claude Desktop): bar, line, area, stacked bar, horizontal bar, pie, and donut.
• 🔎 Review — cash-flow, spending-breakdown, net-worth, and a comprehensive financial-review.
• 🧭 Planning — financial-plan for budgets, savings‑goal timelines, runway, and net‑worth projections with what‑if scenarios.
• 🏷️ Hygiene — categorize to label transactions and build reusable kasas rules.

Everything is penny‑accurate: kasas returns amounts as signed decimal strings, and the bundled tooling does money math with exact decimals — never floats.

Prerequisites

1. A running kasas instance you can reach (e.g. http://localhost:8080). See the kasas quick start.
2. If your kasas is secured (recommended), its dashboard token (Settings → Dashboard security, or KASAS_DASHBOARD_TOKEN). The MCP‑over‑HTTP endpoint is gated by the dashboard token — not API keys.
3. Python 3.8+ on your PATH (used by the bundled chart/aggregation scripts in Claude Code; standard library only, no pip installs).

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Install — Claude Code

The plugin ships its own marketplace manifest, so you can install it straight from this repo:

/plugin marketplace add paulmeier/kasas-skill
/plugin install kasas@kasas

…or from a local checkout while developing:

/plugin marketplace add /Users/paulmeier/Projects/kasas-skill
/plugin install kasas@kasas

On enable, Claude Code prompts for two user‑config values (you can change them later with /plugin):

Setting	Default	Notes
kasas_url	http://localhost:8080/mcp	Your kasas streamable‑HTTP MCP endpoint.
kasas_token	(blank)	The kasas dashboard token. Stored in your OS keychain (it is marked sensitive). Leave blank only if kasas runs unauthenticated on a trusted network.

The token is injected as Authorization: Bearer … on the MCP connection — see .mcp.json.

Prefer a local subprocess instead of HTTP? kasas exposes both transports — kasas mcp over stdio needs no token. See the Claude Desktop section for the stdio block (it works for a local Claude Code setup too).

Verify it worked:

/kasas:kasas-setup

This probes the connection, lists your accounts and balances (grouped by currency), shows sync/source status, and tells you exactly what to fix if auth fails.

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Install — Claude Desktop

Claude Desktop supports the two pieces of this plugin that matter for finance work: the kasas MCP connection and Skills (the Agent Skills open standard). Charts render as interactive Artifacts.

1. Connect kasas (MCP)

Easiest — one‑click extension. Build the kasas.mcpb Desktop Extension and open it (or add it via Settings → Extensions). It prompts for your kasas binary and config.toml paths and wires the tokenless local stdio connection for you — see desktop/mcpb/ (make mcpb).

Pick whichever fits your setup — see desktop/claude_desktop_config.example.json for ready‑to‑paste blocks: