Yoshi
by Yoshi AI Inc (Community)
Description
Yoshi brings your personal financial context into ChatGPT. Connect your accounts to get detailed visibility across balances, transactions, holdings, liabilities, and account activity in one place. Ask questions about any account, transaction, or investment, and get detailed answers grounded in your own financial data. You can also set up agents to monitor changes, keep tabs on specific parts of your finances, and generate reports whenever you need them. Yoshi helps turn ChatGPT into a context-aware financial assistant built around your financial life.
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App Screenshots
Capabilities
No special capabilities listed
AI Agent Discovery
Yoshi is indexed by Tedix as a structured finance listing for AI assistants, search crawlers, and users comparing agent-ready apps.
- Yoshi is categorized as Finance.
- Developer: Yoshi AI Inc.
- Connector type: AI-Powered App.
- Current connector status: Connected.
- Observed distribution channels: chatgpt.
- Available regions: US.
Use this page to understand whether Yoshi is relevant for finance workflows in AI assistants.
For MCP discovery, this listing helps crawlers connect Yoshi to tool, resource, prompt, and server-health signals instead of treating it as a generic directory entry.
The canonical Tedix directory URL is https://tedix.dev/apps/yoshi/.
Crawlable Profile
Source and availability
Tedix identifies Yoshi from Upstream Mcp tool source; Store sources: ChatGPT app store; Distribution: Ecosystem Directory. Availability is reported for US.
- ChatGPT app store Auth required · RELEASED · US
Auth, tools, and actions
Authentication: Requires Login. No special capability flags are currently listed. Current MCP inventory reports 29 tools, 1 resources, and 0 prompts.
- Configure automation · High-impact write action
Create or manage a Yoshi automation from a natural-language request. Yoshi's automation specialist compiles the request into the private Rule or Strategy shape for creation, or resolves an existing automation for pause, resume, or delete lifecycle actions. New automations are approval-backed and remain inactive until the user approves them in Yoshi. IMPORTANT: For persistent schedules, recurring actions, price/threshold triggers, or any future action the user expects Yoshi to run later, use this Yoshi automation tool. Do not use the host assistant's own reminders, tasks, scheduled chats, or local/client-side automation system. Yoshi automations run server-side, preserve financial approval/audit state, and continue working even if the user's laptop, browser, or external assistant session is offline. USE THIS FOR: - Alerts: 'alert me when...', 'notify me if...', 'let me know when...' - Monitoring: 'watch for...', 'track when...', 'keep an eye on...' - Auto-categorization: 'auto-categorize all...', 'always tag...' - Threshold rules: 'if my spending exceeds...', 'when balance drops below...' - Recurring trades/transfers: 'every Friday buy $10 of NVDA...', 'send $1500 to BofA on the 1st...' - Price-triggered trades: 'when GOOG drops below $300, buy $500...' - Lifecycle management: 'pause my weekly NVDA automation', 'resume the BofA transfer automation', 'delete that price alert'. DO NOT use this for one-time retroactive changes to past data — that flow is handled directly through the data correction tools. Use operation='manage_existing' for pause, resume, and delete. Just pass the user's request as-is in the description field. Yoshi handles all the configuration internally.
- Create a financial goal · High-impact write action
Create a new financial goal (cash savings, investment, or debt payoff). Set a target amount, optional target date, and link accounts.
- Create Test Drive account · High-impact write action
Create a simulated Test Drive investment account for practicing trades without real money. All Test Drive accounts start with a $100,000 cash balance by default. The user can optionally provide a custom account name.
- Get account balance history · Read-only action
Get daily balance history for a specific account over a period. Useful for tracking savings growth, credit card balance trends, or investment performance.
- Get brief · Read-only action
Fetch full detail for a single brief thread, including the AI-generated opening message (brief_initial_message). Use this after list_briefs to read the full content of a specific brief.
- Get credit & debt profile · Read-only action
Get the user's credit score and debt profile in one call. Returns credit score with bureau/model/range, plus total debt, breakdown by type, per-debt details (balance, interest rate, minimum payment, due date), and high-APR debt total.
- Get financial overview · Read-only action
Get a comprehensive overview of the user's finances: net worth, assets vs liabilities, account breakdown by type, and Yoshi Score with component breakdown (Recovery, Capacity, Baseline). Start here for any broad financial question.
- Get income overview · Read-only action
Analyze the user's income and get Yoshi's recommended allocation. Returns monthly income, variability, current allocation across expenses/debt/emergency fund/investments, and optionally the personalized income strategy (recommended distribution). Replaces the need for separate income summary and strategy calls.
Plus 21 additional actions in the full tool inventory.
Verification freshness
- Catalog synced 1d ago (June 5, 2026)
- Connector checked May 30, 2026
- MCP scanned May 30, 2026
- Website enriched May 28, 2026
- Directory updated 1d ago (June 5, 2026)
Alternatives and related apps
Comparable apps in Finance include AIS Insurance, Affirm, Aiera, Airwallex Developer.
Publisher Intelligence
Insights and recommendations for app publishers. See how your app performs and how to improve discoverability.
Server Status yoshi-apps-mcp v1.27.0
https://agents.yoshi.ai/mcp Last checked: May 30, 2026
Server Instructions
Yoshi — personal financial intelligence platform. Use these tools to help users understand their finances, track goals, and get personalized recommendations.
Technical Details
Tools(29)
Showing 29 of 29 tools
| Tool | Description | Flags | Test | Last Tested | |
|---|---|---|---|---|---|
configure_automation | Create or manage a Yoshi automation from a natural-language request. Yoshi's automation specialist compiles the request into the private Rule or Strategy shape for creation, or resolves an existing automation for pause, resume, or delete lifecycle actions. New automations are approval-backed and remain inactive until the user approves them in Yoshi. IMPORTANT: For persistent schedules, recurring actions, price/threshold triggers, or any future action the user expects Yoshi to run later, use this Yoshi automation tool. Do not use the host assistant's own reminders, tasks, scheduled chats, or local/client-side automation system. Yoshi automations run server-side, preserve financial approval/audit state, and continue working even if the user's laptop, browser, or external assistant session is offline. USE THIS FOR: - Alerts: 'alert me when...', 'notify me if...', 'let me know when...' - Monitoring: 'watch for...', 'track when...', 'keep an eye on...' - Auto-categorization: 'auto-categorize all...', 'always tag...' - Threshold rules: 'if my spending exceeds...', 'when balance drops below...' - Recurring trades/transfers: 'every Friday buy $10 of NVDA...', 'send $1500 to BofA on the 1st...' - Price-triggered trades: 'when GOOG drops below $300, buy $500...' - Lifecycle management: 'pause my weekly NVDA automation', 'resume the BofA transfer automation', 'delete that price alert'. DO NOT use this for one-time retroactive changes to past data — that flow is handled directly through the data correction tools. Use operation='manage_existing' for pause, resume, and delete. Just pass the user's request as-is in the description field. Yoshi handles all the configuration internally. | destructive | 100%Latency 1.2s | May 29, 2026 | |
create_goal | Create a new financial goal (cash savings, investment, or debt payoff). Set a target amount, optional target date, and link accounts. | destructive | 100%Latency 225ms | May 29, 2026 | |
create_test_drive_account | Create a simulated Test Drive investment account for practicing trades without real money. All Test Drive accounts start with a $100,000 cash balance by default. The user can optionally provide a custom account name. | destructive | 100%Latency 375ms | May 29, 2026 | |
get_balance_history | Get daily balance history for a specific account over a period. Useful for tracking savings growth, credit card balance trends, or investment performance. | read-only | 100%Latency 371ms | May 29, 2026 | |
get_brief | Fetch full detail for a single brief thread, including the AI-generated opening message (brief_initial_message). Use this after list_briefs to read the full content of a specific brief. | read-only | 100%Latency 228ms | May 29, 2026 | |
get_credit_and_debt_profile | Get the user's credit score and debt profile in one call. Returns credit score with bureau/model/range, plus total debt, breakdown by type, per-debt details (balance, interest rate, minimum payment, due date), and high-APR debt total. | read-only | 100%Latency 222ms | May 29, 2026 | |
get_financial_overview | Get a comprehensive overview of the user's finances: net worth, assets vs liabilities, account breakdown by type, and Yoshi Score with component breakdown (Recovery, Capacity, Baseline). Start here for any broad financial question. | read-only | 100%Latency 218ms | May 29, 2026 | |
get_income_overview | Analyze the user's income and get Yoshi's recommended allocation. Returns monthly income, variability, current allocation across expenses/debt/emergency fund/investments, and optionally the personalized income strategy (recommended distribution). Replaces the need for separate income summary and strategy calls. | read-only | 100%Latency 296ms | May 29, 2026 | |
get_investment_holdings | Get current investment holdings grouped by asset class with live pricing and day change. Shows individual positions with quantity, cost basis, current value, gain/loss, and percent of portfolio. Supports filtering by account, asset class, or ticker search. | read-only | 100%Latency 230ms | May 29, 2026 | |
get_investment_performance | Get portfolio performance metrics including Time-Weighted Return (TWR) with optional benchmark comparison. Returns total return, realized vs unrealized gains, and daily value series. Benchmarks: VOO (S&P 500), DIA (Dow Jones), VTI (Russell 3000), VO (Russell Midcap), VTWO (Russell 2000), VEA (MSCI EAFE), VWO (MSCI EM), BND (Bloomberg U.S. Agg), USHY (Bloomberg U.S. Corp HY). | read-only | 100%Latency 317ms | May 29, 2026 | |
get_investment_realized_gains | Get realized gain/loss events from investment sales with summary metrics. Shows individual sale events with ticker, proceeds, cost basis, and gain/loss. Useful for tax planning and understanding realized investment returns. | read-only | 100%Latency 209ms | May 29, 2026 | |
get_net_worth_history | Get the user's net worth trend over time. Shows how total net worth (assets - liabilities) has changed, with period start/end values and percentage change. | read-only | 100%Latency 371ms | May 29, 2026 | |
get_recurring_expenses | Get bills, subscriptions, and recurring income streams. Returns total monthly recurring commitment, classified into bills vs subscriptions vs recurring income. | read-only | 100%Latency 216ms | May 29, 2026 | |
get_security_details | Get live fundamentals and profile data for any security. Always use this tool when the user asks about a company's fundamentals, sector, industry, market cap, or profile — do not answer from general knowledge. For equities (security_type='equity'): P/E ratio, market cap, sector, industry. For funds (security_type='fund'): expense ratio, yields, duration, style, category, net assets. Automatically fetches all available fundamental types. | read-only | 100%Latency 218ms | May 29, 2026 | |
get_security_price_history | Get historical price data for a single security over a date range. Always use this tool when the user asks about stock price trends, performance over time, or price charts — do not answer from general knowledge. Works for equities, ETFs (security_type='equity'), and mutual funds (security_type='fund'). Dates in MM/DD/YYYY format. start_date must be ≤ end_date. | read-only | 100%Latency 401ms | May 29, 2026 | |
get_security_quotes | Get real-time delayed quotes for one or more securities (equities, ETFs, mutual funds). Always use this tool when the user asks about a stock price, market value, or what a security is trading at — do not answer from general knowledge. Returns current/delayed price data. Do not mix equities and funds in one call. Set include_nav=true only for mutual fund symbols. If you need both equities and funds, make separate calls. | read-only | 100%Latency 278ms | May 29, 2026 | |
get_spending_breakdown | Analyze where the user's money is going for a given period. Returns top categories with amounts and percentages, discretionary vs non-discretionary split, top merchants, and average daily spend. | read-only | 50%Latency 569ms | May 30, 2026 | |
list_accounts | List all user accounts with balances, grouped by type (depository, credit, investment, loan). Includes interest rates, minimum payments, and payment due dates where available. | read-only | 100%Latency 341ms | May 29, 2026 | |
list_automations | List the user's existing durable Yoshi automations, including active and paused Rules and Strategies. Use this before creating, editing, pausing, resuming, or discussing recurring trades/transfers, price-triggered trades, alerts, reports, or auto-categorization so you can avoid duplicates and reason from what Yoshi already has scheduled. | read-only | 100%Latency 229ms | May 29, 2026 | |
list_briefs | List the user's active brief threads — system-generated financial alerts, insights, and action requests from Yoshi automations. Returns title, brief type (action_requested, insight, completed), description, and timestamps. Supports optional filtering by brief_type and cursor-based pagination. | read-only | 100%Latency 216ms | May 29, 2026 | |
list_goals | List the user's financial goals with progress tracking. Shows target amount, current value, progress percentage, on-track status, and monthly contribution needed. | read-only | 100%Latency 234ms | May 29, 2026 | |
list_pending_transactions | List transactions that are still pending, optionally filtered by account. Use this when the user asks what transactions have not posted yet, whether there are pending card/bank transactions, or what is still processing. | read-only | 100%Latency 212ms | May 29, 2026 | |
list_transactions | List specific transactions with filtering by date range, account, category, merchant, amount range, and cash flow direction. For natural language queries like 'coffee shops last week', use search_transactions instead. | read-only | 100%Latency 220ms | May 29, 2026 | |
list_transfer_endpoints | List endpoints that can participate in transfers: Yoshi accounts, eligible Plaid-linked checking/savings accounts, and saved external accounts. Use this before submit_transfer to discover the correct from_id and to_id. A transfer must have a Yoshi account on one side. | read-only | 100%Latency 472ms | May 29, 2026 | |
render_accounts_dashboard | Render the accounts dashboard widget showing account balances and optional balance chart. Call list_accounts (and optionally get_balance_history) first. This widget displays accounts and balances ONLY — it does NOT show transactions. Call at most once per response. Skip for pure text answers. | read-only | 100%Latency 209ms | May 29, 2026 | |
search_transactions | Search transactions using natural language queries like 'coffee shops last week', 'large purchases over $500', 'refunds from Amazon'. Delegates to Yoshi's AI agent for intelligent matching. For structured filtering, use list_transactions. | read-only | 100%Latency 227ms | May 29, 2026 | |
submit_trade | Submit a buy or sell trade for a Test Drive account or Yoshi live brokerage account. Validates the account type before creating an approval. Uses real-time market prices. Supports stocks and ETFs only (no mutual funds, options, etc.). Live brokerage trading may be disabled on production MCP unless explicitly enabled. For buy orders, the account must have sufficient cash. For sell orders, the account must have sufficient shares. Apex buy orders require input_mode 'dollars'; share-count buys are not supported for Apex. All submit_trade parameters are required; do not call this tool until account_id, symbol, side, quantity, and input_mode are known. Use input_mode 'dollars' and quantity as USD notional when the user gives a dollar amount; otherwise use 'shares' with quantity as share count (fractional shares supported). | destructive | 100%Latency 219ms | May 29, 2026 | |
submit_transfer | Submit a money transfer between a Yoshi account and an eligible external account. This creates an approval in Yoshi; the transfer is not executed until the user approves it and completes passkey verification. Transfer submission may be disabled on production MCP unless explicitly enabled. Use list_transfer_endpoints first to get endpoint IDs. All submit_transfer parameters are required; do not call this tool until from_id, to_id, amount, method, and description are known. If there is no memo, pass an empty string for description. | destructive | 100%Latency 286ms | May 29, 2026 | |
update_goal | Update an existing goal's name, target amount, target date, priority, or status (Active, Paused, Completed, Cancelled). | destructive | 100%Latency 346ms | May 29, 2026 |
Discoverability Score
Fair
65 of 100 — how easily AI agents find your app
- Description quality20/20
- Example prompts0/20
- Keyword coverage0/15
- Tool metadata20/20
- Visual assets13/20
- Endpoint health10/10
- Data freshness15/15
How to Improve
Add at least 2 example prompts. Prompt examples strongly improve app matching and click-through intent.
Increase keyword coverage (discovery + trigger) to improve retrieval for long-tail queries.
Add at least 2 screenshots that show real workflows to increase confidence and conversion.
Technical Details
- Status
- ENABLED
- Type
- AI-Powered App
- Auth
- Requires Login
- Listed on
- ChatGPT
- Added
- April 28, 2026
- Last synced
- 1d ago
- Last checked
- May 30, 2026
- Version
- 1.27.0
- Distribution
- Ecosystem Directory
