month-end

month-end is a command for Claude Code from mrlesmithjr/mcp. It costs 0 tokens per session (332 once invoked), scanned A, original, MIT.

A command sequence for reviewing personal finances at the end of a month using YNAB, a budgeting service.

In plain words
What is it for?
It produces a report on budget variances, transactions needing review, overspending causes, debt progress, net-worth trends, sinking funds, and planned expenses.
Why use it?
It brings together income, spending, debt, savings goals, net worth, and unresolved transactions for month-end closing.

Command for Claude Code

Written for Claude Code: installed under .claude/.

Part of the ynab-tools plugin — 1 skill, 7 commands shipped together

Good fit It produces a report on budget variances, transactions needing review, overspending causes, debt progress, net-worth trends, sinking funds, and planned expenses.

Compare 6 commands from other repositories ↓
Install with agentmods
npx agentmods add commands/mrlesmithjr/mcp/month-end
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/mrlesmithjr/mcp

Made for: Claude Code.

Or install ynab-tools, the plugin that ships this one along with the rest of its 1 skill, 7 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for month-end

README.md
[![agentmods](https://agentmods.dev/badge/commands/mrlesmithjr/mcp/month-end.svg)](https://agentmods.dev/commands/mrlesmithjr/mcp/month-end)
Your own site
<a href="https://agentmods.dev/commands/mrlesmithjr/mcp/month-end"><img src="https://agentmods.dev/badge/commands/mrlesmithjr/mcp/month-end.svg" alt="Measured on agentmods" height="20"></a>
Per session 0 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 332 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.00332
Opus 5 $0.00000 $0.00166
Sonnet 5 $0.00000 $0.00066
Haiku 4.5 $0.00000 $0.00033

Measured 6d ago against content hash 2301dbc62c7c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

month-end scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

packages/ynab-tools/.claude/commands/month-end.md · 28 lines

What it actually says

Run a month-end financial review:

  1. ynab sync - refresh data
  2. ynab unapproved - find uncategorized/unapproved transactions (must resolve before close)
  3. ynab budget - full budget status (RTA, overspent, underfunded)
  4. ynab spending - spending vs budget for the closing month
  5. ynab income - income breakdown and YTD comparison
  6. ynab debt - debt status and payoff progress
  7. ynab net-worth - take a net worth snapshot
  8. ynab net-worth --history - show trend
  9. ynab sinking-funds - goal progress
  10. ynab fund --status - funding recommendations
  11. ynab plan - review planned expenses, mark completed items

Provide a month-end report covering:

  • Income vs expenses summary
  • Uncategorized/unapproved transactions that need resolution
  • Categories that were over/under budget and by how much
  • Overspend coverage plan - for each negative-balance category, classify the overspend (timing float, seasonal spike, structural, one-off) and propose sources following the overspend coverage policy in plugin/skills/ynab-workflow/references/budget-methodology.md
  • Debt payoff progress
  • Net worth trend direction
  • Sinking fund health
  • Structural overspend flags (categories overspent 3+ months - need target adjustment)
  • Funding recommendations for next month (which categories to adjust)
  • Any action items for the coming month
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen · 28 lines · 0 tokens per session scan A 2301dbc62c7c

Subscribe to this mod's changes

month-end is a command published in the GitHub repository mrlesmithjr/mcp (0 stars, last pushed 3d ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 332 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.