Connect Yoshi to ChatGPT, Claude, and other AI assistants

You can use Yoshi from another AI assistant. Ask it about your Yoshi accounts, spending, and investments, or have it get a trade or transfer ready for you to approve. There are two ways to connect:

ChatGPT: install the Yoshi plugin.
Any other assistant that supports custom MCP connectors, such as Claude, Claude Code, Cursor, or Perplexity: add Yoshi’s MCP server:

https://agents.yoshi.ai/mcp

Both ways end on the same screen: you sign in to your Yoshi account and approve access with your Yoshi passkey.

You need an existing Yoshi account with a passkey. You can’t create a Yoshi account from another assistant.

Connect ChatGPT

Open the Yoshi plugin

Go to chatgpt.com/plugins/yoshi. In Yoshi, you can also open Menu › Connections › ChatGPT and click Connect.

Install and connect

Click Install plugin, then Connect.

Sign in to your Yoshi account, review the access ChatGPT is asking for, and click Allow access. Yoshi asks for your passkey.

Ask for Yoshi

In a ChatGPT conversation, type @Yoshi or pick Yoshi from the plugins menu, then ask your question.

Plugin availability depends on your ChatGPT plan and workspace settings. If you see “Disabled by admin,” ask your ChatGPT workspace admin to enable plugins.

Connect another assistant

Yoshi doesn’t have a native app for other assistants yet. Any assistant that supports custom remote MCP connectors can still use Yoshi through this URL:

https://agents.yoshi.ai/mcp

In Yoshi, open Menu › Connections › Yoshi MCP and click Copy URL to copy it.

Claude
Claude Code
Cursor
Perplexity
Other assistants

In Claude, open Customize › Connectors.
Click Add, then Add custom connector.
Name it Yoshi and paste https://agents.yoshi.ai/mcp.
Sign in to Yoshi and approve with your passkey.
In a conversation, open the + menu › Connectors and turn on Yoshi.

On Claude Team and Enterprise plans, an owner adds the connector for the organization first. Each member then clicks Connect and signs in with their own Yoshi account. A connector added on Claude web or desktop is also available in the Claude mobile apps.

claude mcp add --transport http yoshi https://agents.yoshi.ai/mcp

Then run /mcp in Claude Code, select Yoshi, and sign in to Yoshi in the browser window that opens.

Add Yoshi to ~/.cursor/mcp.json (all projects) or .cursor/mcp.json (one project):

{
  "mcpServers": {
    "yoshi": {
      "type": "http",
      "url": "https://agents.yoshi.ai/mcp"
    }
  }
}

Open Cursor’s MCP settings and sign in to Yoshi when prompted.

In Perplexity’s connector settings, add a custom remote MCP connector with the URL https://agents.yoshi.ai/mcp and choose OAuth sign-in. Then sign in to Yoshi and approve with your passkey. Custom connectors need a paid Perplexity plan.

VS Code with GitHub Copilot, OpenAI Codex, and many other assistants support custom remote MCP servers. Add https://agents.yoshi.ai/mcp as a remote (HTTP) MCP server, then sign in to Yoshi when the assistant asks.

VS Code: run MCP: Add Server from the Command Palette, choose HTTP, and paste the URL.
Codex: run codex mcp add yoshi --url https://agents.yoshi.ai/mcp, then codex mcp login yoshi.

If your assistant doesn’t support custom remote MCP connectors, it can’t connect to Yoshi yet.

What your assistant can do

Once connected, your assistant uses Yoshi’s tools on your behalf:

You can ask about	Examples
Accounts and cash	Balances, net worth, balance history, credit and debt
Spending	Transactions, pending activity, spending by category, recurring charges
Investments and markets	Holdings, performance, gains, quotes, news, research, and comparisons
Advice	Yoshi’s own personalized recommendation on a security, after Yoshi checks it can give one
Briefs and activity	Your Briefs, notifications, recent activity, and transfers in progress

Your assistant can also get these ready for you: trades, transfers, checks, automations, and cancellations.

Nothing moves until you approve it. When your assistant prepares a trade or transfer, it gives you a link to review it in Yoshi, where you approve with your passkey.

Some things stay in the Yoshi app: linking a bank account, paying other people, bill pay, and depositing a check. Your assistant can give you a link to the app for these.

What connecting does and doesn’t do

Your assistant gets access to Yoshi’s tools for your account only. It doesn’t get your Yoshi chat history.
Each person connects their own Yoshi account. One connection doesn’t cover anyone else.
Yoshi doesn’t connect to other apps’ plugins, MCP servers, or agents. Your assistant connects to Yoshi, not the other way around.

See and remove connections

In Yoshi, open Menu › Connections:

ChatGPT shows Connect, Open ChatGPT once you’re connected, or Reconnect if the connection expired.
Other assistants you’ve connected are listed with the date you connected them.

To disconnect:

In Yoshi on the web: open Menu › Connections, click … next to the assistant, then Revoke › Revoke access. The Yoshi iOS app can’t disconnect assistants yet.
In ChatGPT: open Settings › Plugins › Yoshi, then Disconnect.
In Claude: open Customize › Connectors, click ⋮ next to Yoshi, then Remove.

Troubleshooting

I don't see ChatGPT or Yoshi MCP under Connections

These rows appear once your Yoshi account is fully set up. If you’re on the iOS app, update to the latest version. You can still open chatgpt.com/plugins/yoshi or use https://agents.yoshi.ai/mcp directly.

ChatGPT says my Yoshi connection expired

In Yoshi, open Menu › Connections › ChatGPT and click Reconnect, or connect again from the plugin in ChatGPT.

My assistant connected, but Yoshi doesn't show up in a conversation

Most assistants let you turn connectors on per conversation. Check the assistant’s connector or tools menu and turn Yoshi on.

Getting Started

Reference

SDKs

Concepts

Webhooks

Use Cases

Tools

Resources

Connect Yoshi to ChatGPT, Claude, and other AI assistants

Connect ChatGPT

Connect another assistant

What your assistant can do

What connecting does and doesn’t do

See and remove connections

Troubleshooting

​Connect ChatGPT

​Connect another assistant

​What your assistant can do

​What connecting does and doesn’t do

​See and remove connections

​Troubleshooting

Connect ChatGPT

Connect another assistant

What your assistant can do

What connecting does and doesn’t do

See and remove connections

Troubleshooting