Tres Finance Plugin

The official TRES Finance plugin for Claude Code — blockchain accounting workflows, ledger management, and transaction analysis.

Structure

tres-finance-plugin/
├── .claude-plugin/
│   ├── plugin.json        # Plugin metadata & userConfig
│   └── marketplace.json   # Marketplace listing
├── skills/
│   ├── tres-asc845-swap-reprice-skill/ # ASC 845 swap repricing (clearing account zero-out)
│   ├── tres-explorer-tx-to-ledger/    # Explorer TX -> ledger entry
│   ├── tres-tx-story/                 # TX flow diagram & explanation
│   ├── tres-recon-gaps/               # Reconciliation gap resolution
│   ├── tres-asset-balance-validation/ # Balance validation vs DeBank (+ DeFi positions)
│   ├── tres-report-analyzer/       # Analyze TRES report XLSX exports
│   ├── tres-report-advisor/        # Recommend the right TRES report
│   ├── tres-invoice-bill-matching/    # Match txs to ERP invoices/bills + sync
│   ├── tres-erp-rule-suggestions/     # ERP rule mapping for accounting entries
│   ├── tres-export-3rd-party-contacts/ # Export unidentified counterparties to XLSX
│   ├── tres-import-contacts/          # Import contacts from CSV/XLSX
│   ├── tres-rollup-rules/             # Discover & propose sub-transaction rollup rules
│   ├── tres-rollup-review/            # Exact-impact gate / review for rollup rules
…

Skills

tres-asc845-swap-reprice-skill

Reprice swap inflow legs under ASC 845 (Nonmonetary Transactions) so a swaps/trade clearing account nets to zero. Queries subtransactions via MCP, runs bundled Python scripts for preview and mutation planning, then applies setManualFiatValue after user confirmation.

tres-explorer-tx-to-ledger

Add a blockchain explorer transaction to the TRES Finance ledger. Provide an explorer URL or transaction hash, and this skill parses the on-chain data into a structured ledger entry.

tres-tx-story

Analyze a blockchain transaction by hash — generates an animated SVG flow diagram showing all asset movements, plus a plain-language explanation of what happened.

tres-recon-gaps

Query, display, and resolve reconciliation gaps between the TRES ledger and on-chain balances. Renders an interactive HTML dashboard with plug-once and auto-fill actions.

tres-asset-balance-validation

Validate wallet balances in TRES Finance against DeBank (token balances and DeFi protocol positions). Generates an interactive HTML report and a PDF with match/minor/major/missing/untracked/position status badges.

tres-report-analyzer

Analyze uploaded TRES Finance report exports (XLSX): identifies the report type from sheet structure, runs targeted checks via scripts/analyze_report.py, and summarizes anomalies and action items.

tres-report-advisor

Recommend the right TRES Finance report for a goal (month-end, audit, tax, reconciliation). Points users to the right tabs, columns, and export API types.

tres-invoice-bill-matching

Match a TRES ledger transaction to an open ERP invoice or bill (AP/AR), pick the payment account from the COA, optionally align fiat values, and sync the transaction to the connected ERP (Xero, QuickBooks Online, NetSuite).

tres-erp-rule-suggestions

Guide users through creating ERP accounting rules for crypto organizations. Fetches wallets, chart of accounts, existing rules, and transaction profiles via the TRES MCP, then proposes a layered rule set (inventory, behavioral, fee/gain-loss) aligned to the org's cost basis mode — and applies it via upsertRule after approval.

tres-export-3rd-party-contacts

Pull unidentified external addresses from accountTxsSummary, deduplicate and sort by activity, and build a two-tab XLSX (import-ready Contacts + Address details) for labeling and re-import into TRES.

tres-import-contacts

Import labeled contacts into TRES from a CSV or XLSX file (headers: Contact Name, Contact Address, Contact Tag). Parses the file, validates rows, previews imports, and applies setCustomAccountName / setCustomAccountNameLabelTags in batches with progress and failure reporting.

tres-rollup-rules

Data-driven discovery of rollup rules: aggregates sub-transactions by (wallet, asset, platform, direction), drills into discriminating filters, validates each candidate against real transactions through the tres-rollup-review gate, then presents an HTML report + numbered proposal table and creates the approved rules (open-ended by default). Also lists and deletes rollup rules via the TRES MCP GraphQL API.

tres-rollup-review

Computes the exact sub-transaction impact of a rollup rule (every filter applied, via subTransactionRollupRulePreview) and flags zero-match, overlap, and config problems. Runs as a pre-create quality gate invoked by tres-rollup-rules, and standalone to review submitted or existing PENDING rollup rules.