TRES Finance — Cost Basis Management

End-to-end skill for managing cost basis calculation, strategy configuration, reevaluations, financial issue review, and related operations in TRES Finance.

MCP Server

All calls use the user-tres-finance MCP server (the TRES Finance MCP connector).

All variable keys and nested input fields MUST use camelCase (e.g. assetClassId, not asset_class_id).

Step 1 — Authenticate and confirm org

Call get_viewer with no arguments. Confirm the org name with the user if there is any ambiguity.