TRES Claude Plugin User Guide

1. What Is the TRES Claude Plugin?

The TRES Finance Claude Plugin connects your TRES Finance environment directly to Claude, Anthropic’s AI assistant. Instead of switching between browser tabs, copying data into spreadsheets, or writing GraphQL queries by hand, you simply describe what you need in plain language and Claude takes care of the rest.

The plugin turns Claude into a fully operational crypto finance assistant that can read your data, take actions, analyze reports, and walk you through complex workflows, all through a natural conversation.

Why Connect the Plugin?

Crypto finance operations span wallet management, reconciliation, cost basis, ERP syncing, and audit-ready reporting. Each workflow normally requires navigating multiple screens, exporting data, and stitching results together. The plugin removes that friction by giving Claude direct, real-time access to your TRES Finance environment, so you can handle it all through a single conversation.

Because Claude connects to TRES’s production data layer, it works with structured, validated, and enriched information rather than raw blockchain data. That means accurate results, consistent accounting logic, and a full audit trail. There is no need for custom scripts, and no risk of working with stale or incomplete data. Every action follows a preview-and-confirm pattern, so you stay in control at every step.

2. How to Connect the TRES Plugin

Prerequisites

• A TRES Finance account with access to the org you want to connect.

• A TRES API token. Generate one at app.tres.finance/settings/api. You will be asked to paste it the first time the plugin runs. The token is stored securely in your operating system’s keychain (macOS Keychain / Windows Credential Manager / Linux Secret Service) and is never written to disk in plain text.

• A Claude account on any claude.ai plan that includes Claude Code or Cowork (Pro, Max, Team, or Enterprise). Sign up at claude.ai if you don’t have one.

Installing in Claude Code

Method A: Marketplace Install (recommended)

Inside Claude Code (CLI or desktop), type the following two commands one at a time:

/plugin marketplace add tres-finance/tres-claude-plugin
/plugin install tres-claude-plugin@tres-finance

That’s it. You can also browse and install graphically by typing /plugin and using the Discover tab.

Method B: Downloadable Zip (offline / restricted networks)

Use this method if your environment can’t reach GitHub directly, or if you prefer a fully offline install.

1. Download the latest plugin zip from the link on the TRES platform "Learn more" page.

2. Extract the zip to a permanent location (e.g. ~/tres-claude-plugin on macOS/Linux, or C:\Users\<you>\tres-claude-plugin on Windows).

3. In Claude Code, register the folder: /plugin marketplace add /absolute/path/to/tres-claude-plugin

4. Install the plugin: /plugin install tres-claude-plugin@tres-finance

Important: Don’t move or delete the extracted folder after installing. Claude Code reads the plugin from that location.

First-Run Setup (API Token)

The first time you trigger a TRES skill (for example, by typing "Help me onboard a new wallet"), Claude Code will prompt you for your TRES API token.

1. Open app.tres.finance/settings/api in your browser.

2. Generate a new API token and copy it.

3. Paste it into the prompt in Claude Code.

The token is saved to your OS keychain. You will not be asked again on this machine.

Verify It’s Working

Type the following into Claude Code:

What TRES skills do I have available?

Claude should list skills starting with tres-... (e.g. tres-onboarding, tres-recon-gaps, tres-asset-balance-validation-v2). If you see them, you’re done.

Installing in Claude Cowork

This section is for users on the Claude Cowork web/desktop app.

Get Access to Cowork

If you don’t yet have Cowork access, sign in at claude.ai. Cowork is available on Pro, Max, Team, and Enterprise plans. Open the Cowork desktop or web app and sign in with the same account.

Install the TRES Plugin

1. In Cowork, click Customize (left sidebar or top-right, depending on your version).

2. Choose Add plugin (or Browse plugins).

3. Add the TRES marketplace by entering: tres-finance/tres-claude-plugin

4. Click Install on the TRES Finance plugin card.

Cowork’s plugin UI is graphical, so there are no slash commands to type. The exact button labels may differ slightly between Cowork versions, but the flow (Customize → Add plugin → Install) is consistent.

First-Run Setup (API Token)

The first time you use a TRES skill in Cowork, you’ll be prompted for your TRES API token. Follow the same steps as above: generate a token at app.tres.finance/settings/api, copy it, and paste it when prompted. The token is stored securely by Cowork. You will not be asked again.

Verify It’s Working

In a new Cowork chat, type:

What TRES skills do I have available?

Claude should list the TRES skills. If you see them, you’re done.

Keeping the Plugin Up to Date

We ship updates regularly with bug fixes, new skills, and improvements to existing ones. Here’s how to stay current.

Claude Code

Claude Code can auto-update plugins per marketplace. To enable auto-update (recommended):

1. Type /plugin in Claude Code.

2. Open the Marketplaces tab.

3. Find tres-finance in the list.

4. Toggle Enable auto-update on.

To manually check for updates at any time, run: /plugin marketplace update tres-finance

Claude Cowork

In Cowork, plugins update automatically in the background. To force a manual refresh, open Customize → Plugins, find TRES Finance, and click Check for updates (or simply re-install; your settings and API token are preserved).

Local Zip Install

If you installed via downloaded zip (Method B), updates are not automatic. Download the new zip from the TRES platform, replace the contents of your existing folder (keep the same path), and run /plugin marketplace update tres-finance in Claude Code.

Uninstalling or Disabling

Claude Code

Disable temporarily (keeps your config and token): /plugin disable tres-claude-plugin@tres-finance

Re-enable with: /plugin enable tres-claude-plugin@tres-finance

Uninstall completely: /plugin uninstall tres-claude-plugin@tres-finance

Then optionally remove the marketplace: /plugin marketplace remove tres-finance

Cowork

Open Customize → Plugins → find TRES Finance → click Disable or Uninstall.

Troubleshooting

Support & Feedback

• In-product feedback (fastest way): just type "I’d like to submit feedback about the TRES plugin" and Claude will run the built-in feedback skill.

• Email: support@tres.finance

• Docs: tres.finance

Privacy & Security

• Your TRES API token is stored in your OS keychain (Claude Code) or Cowork’s secure credential store. It is never written to plain-text config files.

• The plugin communicates only with ai.tres.finance/mcp over HTTPS. No third-party services receive your TRES data.

• All actions are scoped to your authenticated TRES organization. The plugin cannot access data from orgs your token doesn’t belong to.

• The plugin source code is open and available for review at github.com/tres-finance/tres-claude-plugin (MIT licensed).

3. Skills Overview

Skills are the building blocks of the TRES Claude Plugin. Each skill is a specialized capability that handles a specific workflow end-to-end. You trigger them by describing what you need in natural language, and Claude figures out which skill to use and walks you through it.

Below is a summary of all available skills. The “Just Say” column shows an example phrase you can use to trigger each skill.

4. The Onboarding Flow

The fastest way to get value from TRES Finance is to follow the onboarding flow below. Each step builds on the previous one, and Claude guides you through every step conversationally. You don’t need to remember commands or navigate menus, just follow the sequence and tell Claude what you need.

Tip: You can complete the entire onboarding in a single Claude conversation. Just work through the steps one by one. Claude remembers the context and suggests the next step automatically.

Step 1 Upload Wallets

Say: "Add my wallets to TRES"

Start by registering your on-chain wallets or exchange accounts. You can upload a CSV/Excel file with your wallet addresses, or type them in manually. Claude validates every address format, checks for duplicates against your existing wallets, and previews the batch before submitting. Supports all major chains (Ethereum, Solana, Bitcoin, Tron, Tezos, and many more) as well as 47+ exchange integrations.

Step 2 Collect Data (Commit)

Say: "Collect data for my wallets"

Once your wallets are registered, trigger a data collection commit. Choose between full data collection (transactions + balances) for a complete ledger, or balances-only for a fast snapshot. You can run the commit on all wallets or select specific ones. The job runs asynchronously in the background, and Claude gives you a commit ID to track it.

Step 3 Validate Balances Against DeBank

Say: "Validate my balances"

After data collection finishes, cross-check your TRES balances against DeBank for all EVM wallets. Claude fetches data from both sources, compares per-asset token amounts, and produces a color-coded report showing matches, minor differences, major discrepancies, missing assets, and untracked tokens. This gives you confidence that your on-chain data is accurate.

Step 4 Run Reconciliation

Say: "Check my reconciliation"

With validated balances in place, review the reconciliation status across all wallets and assets. Claude queries the on-chain vs. book balance gaps, shows plug transactions that may explain discrepancies, and groups results by wallet. If gaps exist, you can use the Recon Gaps skill to drill in and resolve them by plugging differences and triggering a data collect when done.

Step 5 Configure Cost Basis

Say: "Help me with cost basis"

Set up your cost basis strategy (FIFO, LIFO, AVG, MAX_GAINS, MAX_LOSSES, or FIFO_IMPAIRMENT) and trigger the initial calculation. Claude checks whether a strategy is already defined, helps you pick one if not, runs the calculation, and reports when it’s done. You can also review financial issues (negative balances, missing fiat prices) and create reevaluations or impairments.

Step 6 Export Unidentified Addresses

Say: "Export unidentified addresses"

Now that your ledger has transaction history, Claude extracts all external counterparty addresses that haven’t been named yet. It queries the same data source as the TRES UI’s “Unidentified Addresses” tab, deduplicates the results, enriches them with activity data (transaction counts, fiat volumes), and exports an XLSX workbook. You fill in the names and tags, then move to the next step.

Step 7 Import Contacts

Say: "Import my contacts file"

Take the workbook you labeled in the previous step and import it back into TRES. Claude reads the file, validates each row, skips entries without a name, and creates the contacts in your TRES address book via the API. Your ledger now shows friendly names instead of raw addresses.

Step 8 Create Rollup Rules

Say: "Create rollup rules"

Finally, clean up your ledger by consolidating high-frequency micro-transactions. Rollup rules collapse many small entries (gas fees, staking rewards, DeFi interactions) into a single aggregated transaction per day or per month. The original raw transactions are always preserved in the Rollup Breakdown report since rollups are non-destructive. This dramatically reduces ledger noise and makes your data ready for reporting and ERP sync.

Onboarding at a Glance

1. Upload Wallets → 2. Commit → 3. Validate Balances → 4. Reconcile → 5. Cost Basis → 6. Export Contacts → 7. Import Contacts → 8. Rollup Rules

Each step flows naturally into the next. After completing a step, Claude suggests what to do next, but you’re always in control. You can skip steps, revisit earlier ones, or ask Claude anything along the way.

5. Tips for Getting the Most Out of the Plugin

Be Conversational

You don’t need special commands. Just describe what you want in plain language: “Show me all untagged transactions from last week,” “What’s the gap on my Ethereum treasury?,” or “Change my cost basis to LIFO.” Claude understands context and routes your request to the right skill.

Upload Files Directly

When working with wallet lists, contact files, or TRES report exports, just upload the file to the conversation. Claude detects the file type and triggers the appropriate skill automatically.

Use It for Analysis

The plugin isn’t just for actions, it’s also great for understanding your data. Upload a TRES report and ask Claude to analyze it. Paste a transaction hash and ask “what happened here?” Ask “which report should I use for my auditor?” Claude combines your live TRES data with financial reasoning to give clear, actionable answers.

Batch Operations

Most skills support batch operations. Upload 200 wallets at once, tag transactions in bulk, import hundreds of contacts from a spreadsheet, or create rollup rules across multiple wallets. Claude handles chunking and error recovery automatically.

Always Confirm Before Changes

Every skill that modifies your data shows a clear summary and asks for confirmation before executing. You’re never surprised by unexpected changes. If something doesn’t look right, just say “wait” or “cancel” and Claude will stop.

Need Help? Visit help.tres.finance or ask Claude. It knows the platform inside out.