MCP integration for AI assistants

Yoshi provides an MCP (Model Context Protocol) server that lets AI assistants read your financial data and take actions on your behalf through natural conversation.

What is MCP?

MCP is an open protocol that lets AI applications connect to external tools and data sources. When you connect Yoshi’s MCP server to an AI assistant, it can:

Fetch your account balances and transactions
Analyze spending patterns
Check financial health scores
View investment holdings
Track card rewards and expiring benefits
Execute paper trades (with approval)

Connect to Claude Desktop

Add Yoshi to your Claude Desktop configuration:

{
  "mcpServers": {
    "yoshi": {
      "command": "yoshi",
      "args": ["mcp", "start"],
      "env": {
        "YOSHI_API_KEY": "yoshi_YOUR_KEY"
      }
    }
  }
}

Restart Claude Desktop after updating the config. Yoshi tools will appear in the tool picker.

Available tools

The MCP server exposes read and write tools:

Read tools

Tool	Description
`get_accounts`	List linked financial accounts with balances
`get_transactions`	Fetch recent transactions with optional filters
`get_scores`	View financial health scores
`get_recurring`	List subscriptions, bills, and income streams
`get_investments`	View investment holdings and performance
`get_income`	Income analysis and sources
`get_card_benefits`	Active card benefit periods with usage
`get_expiring_benefits`	Benefits expiring soon with value at risk

Write tools

Tool	Description
`record_benefit_usage`	Manually log a card benefit usage (e.g., lounge visit)
`confirm_card_product`	Correct a card product identification
`create_paper_trade`	Place a simulated stock trade

Write tools create pending actions that require your approval before executing. The assistant will share an approval link when needed.

Example conversations

Check spending:

“What did I spend on dining last month?”

The assistant uses get_transactions with date and category filters, then summarizes your dining expenses. Monitor rewards:

“Do I have any card benefits about to expire?”

The assistant calls get_expiring_benefits and surfaces unused credits with deadlines. Analyze finances:

“How are my financial scores trending? What should I focus on?”

The assistant fetches scores and provides personalized recommendations based on your Recovery, Capacity, and Baseline scores. Paper trading:

“Buy $1,000 of AAPL in my paper trading account.”

The assistant creates the trade action and provides an approval link. The trade executes after you approve.

Authentication

The MCP server uses your Yoshi API key for authentication. Set it as an environment variable or pass it in the MCP config:

export YOSHI_API_KEY=yoshi_YOUR_KEY

Your API key grants access to your financial data. Only use it with trusted AI applications and never share it publicly.

Getting Started

Reference

SDKs

Concepts

Webhooks

Use Cases

Tools

Resources

MCP integration for AI assistants

What is MCP?

Connect to Claude Desktop

Available tools

Read tools

Write tools

Example conversations

Authentication

What’s next

CLI

SDKs

​What is MCP?

​Connect to Claude Desktop

​Available tools

​Read tools

​Write tools

​Example conversations

​Authentication

​What’s next

CLI

SDKs

What is MCP?

Connect to Claude Desktop

Available tools

Read tools

Write tools

Example conversations

Authentication

What’s next