ynab-workflow

ynab-workflow is a skill for Claude Code from mrlesmithjr/mcp. It costs 117 tokens per session (1,867 once invoked), scanned A, original, MIT.

A workflow for answering personal finance questions using data from YNAB, a budgeting service.

In plain words
What is it for?
Checking budgets, spending, income, category trends, monthly results, paycheck forecasts, debt, savings goals, and net worth.
Why use it?
It provides a consistent way to refresh budget data before analyzing it, reducing the chance of using outdated transactions or balances.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions CLAUDE.md.

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

Good fit Checking budgets, spending, income, category trends, monthly results, paycheck forecasts, debt, savings goals, and net worth.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/mrlesmithjr/mcp/ynab-workflow
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.

Any agent
npx skills add mrlesmithjr/mcp --skill ynab-workflow
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 ynab-workflow

README.md
[![agentmods](https://agentmods.dev/badge/skills/mrlesmithjr/mcp/ynab-workflow.svg)](https://agentmods.dev/skills/mrlesmithjr/mcp/ynab-workflow)
Your own site
<a href="https://agentmods.dev/skills/mrlesmithjr/mcp/ynab-workflow"><img src="https://agentmods.dev/badge/skills/mrlesmithjr/mcp/ynab-workflow.svg" alt="Measured on agentmods" height="20"></a>
Per session 117 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,867 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 $0.00117 $0.01867
Opus 5 $0.00059 $0.00933
Sonnet 5 $0.00023 $0.00373
Haiku 4.5 $0.00012 $0.00187

Measured 7d ago against content hash 37bbc33f20b7, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

ynab-workflow 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 7d 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/plugin/skills/ynab-workflow/SKILL.md · 140 lines

How it starts

The opening of the file, as written. The whole thing — 140 lines — stays where its author put it; the contents beside it link to each section on GitHub.

YNAB Budget Workflow

This skill provides context for working with the user's YNAB budget via the ynab-tools MCP server.

Available MCP Tools

The ynab-tools MCP server exposes 47 tools. Always call sync_data first if data might be stale.

Data Sync

  • sync_data(full?, months?) - Sync from YNAB API. Delta sync by default (fast). Use full=true for complete refresh.
  • sync_status() - Check data freshness without syncing.

Reports & Analysis

  • budget_check(month?, overspend_plan?) - RTA, overspent, near-limit, underfunded categories, health ratios. Supports historical months and overspend classification.
  • monthly_summary(months?) - Income vs spending vs net per month. Shows surplus/deficit status.
  • month_end_report(month?) - Consolidated closeout: income, spending, overspent, pending, surplus, planned. Auto-detects closing month.
  • spending_report(months?, breakdown?) - Spending vs budget by category. Multi-month comparison. Fixed/discretionary breakdown.
  • category_trend(category, months?) - 6-month spending trend for a category.
  • income_report(months?) - Regular pay, bonuses, other income, YTD.
  • paycheck_forecast(months?) - Paycheck income projections.
  • debt_status() - Debt balances, payments, payoff estimates.
  • net_worth(history?) - Net worth snapshot or trend.
  • sinking_funds() - Goal status grouped by funding state.
  • large_expenses(threshold?, months?) - Large expenses grouped by month.
  • recent_transactions(n?, account?, payee?, category?, memo?, uncleared?, month?) - Last N transactions with filters. Supports uncleared and month scoping.
  • transfers(days?) - Recent account transfers.
  • category_balance(category) - Look up any category balance.
  • funding_status() - Target vs average spend vs recommendation per category.
  • planned_expenses() - Active planned expenses with funding gaps.

Budget Actions

  • fund_category(category, amount) - Set or adjust a category budget. Use +100 or -50 for relative changes.
  • fund_goals_preview() - Dry-run: show what fund_goals_apply would do.
  • fund_goals_apply() - Fund all underfunded goal categories.

Read the full file on GitHub · 140 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 7d ago First seen · 140 lines · 117 tokens per session scan A 37bbc33f20b7

Subscribe to this mod's changes

ynab-workflow is a skill published in the GitHub repository mrlesmithjr/mcp (0 stars, last pushed 4d ago), licensed MIT. It adds 117 tokens to every session and 1,867 once invoked, about $0.0006 per session on Opus 5. 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.

Related

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