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Connect your AI

Run your budget by chatting with Claude or ChatGPT

Connect Presupeso once and your AI can record your spending, assign your money and tell you how you are doing. It signs in with your same YSNOne account and sees exactly your budget: no more, no less. Below we walk you through it, one step at a time.

Step by step

Pick your AI and we’ll walk you through it

One step at a time, with the button that opens the exact screen of your AI. The first time it will ask you to sign in with your YSNOne account and press “Autorizar” (Authorize); after that it won’t ask again.

These are all the steps. With JavaScript turned on, this part shows them one at a time.

Claude

The easiest: one button opens Claude with everything already filled in. It also works with Claude’s free plan.

  1. Open Claude with everything filled in Press “Connect with Claude”. Claude opens in another tab, on the form to add a connector, with the name, Presupeso, and your Presupeso address already written: nothing to copy or paste. If Claude asks you to sign in, use your usual Claude account.

    Connect with Claude

  2. Check and confirm Claude warns you that the details come from a link: that’s normal. Check that the name is Presupeso and press “Add”; if you see “Continue” first, press it. If it asks which OAuth client to use, choose “Register automatically”.
  3. Connect and authorize with your YSNOne account Press “Connect” next to Presupeso. The YSNOne page opens: sign in with the same account you use for Presupeso and press “Autorizar” (Authorize). When it’s done, you’re taken back to Claude.
  4. Turn it on in a chat Start a new chat in Claude, tap the “+” button, go to “Connectors” and turn on Presupeso. Then ask it: “How am I doing this month?”.
  • It works with Claude’s free plan, which allows one custom connector.
  • What you connect on your computer shows up on its own in the Claude app on your phone.

ChatGPT

A few more steps, from a computer. You need a paid ChatGPT plan.

  1. Open ChatGPT plugins Press “Open ChatGPT plugins”. ChatGPT opens in another tab, on “Plugins”; if it asks you to sign in, use your ChatGPT account. There, press the “+” button and choose “Add custom MCP server”.

    Open ChatGPT plugins

  2. Name it and paste the address Name it Presupeso. Then copy your Presupeso address with the button below and paste it into the “Server URL” box.

    https://presupeso.com/mcp

  3. Choose signing in with your account Under “Authentication” choose “OAuth”. If it asks how to register the client, leave dynamic registration (“DCR”). That way ChatGPT will ask you to sign in with your YSNOne account, with no passwords or keys.
  4. Create it ChatGPT warns you that OpenAI didn’t make this plugin: it’s the usual warning for any plugin you add yourself. Press “I understand and want to continue” and then “Create as a plugin”.
  5. Install it Presupeso shows up in your personal list of plugins. Open it and press the “+” button to install it.
  6. Authorize with your YSNOne account The YSNOne page opens. Sign in with the same account you use for Presupeso and press “Autorizar” (Authorize). When it’s done, you’re taken back to ChatGPT.
  7. Use it in a chat Start a new chat, type @Presupeso, pick it from the list that appears and ask: “How am I doing this month?”.
  • You need a paid ChatGPT plan. If you don’t see “Add custom MCP server”, your plan or your company doesn’t allow it.
  • You do it once, on a computer. After that you can also use it in the ChatGPT app on your phone.

If you already have an account, do it from the app (Settings › Your AI › Connect my AI) and we’ll tell you as soon as it’s connected.

Optional: the Claude skill. It teaches Claude how to work with your budget: which tool to use in each case and how to write the amounts. Download it and upload it in Claude, under Settings → Capabilities → Skills.

Download the Claude skill

What you can ask

Talk to it like someone who knows your budget

These phrases work as they are. You don't need exact names: your AI understands «my bank» or «groceries».

How am I doing this month?

Spent 52,000 at the grocery store, paid with my debit card.

I got 2,700,000 into my bank account. Split it according to my goals.

I overspent on groceries: cover it with what's left in Fun.

Where did my money go last month?

I withdrew 200,000 in cash from the ATM.

I want to save 3 million for the December trip. Set a goal.

Here's my card statement: record what's missing without duplicates.

The bank says I have 1,840,000 in my wallet account. Reconcile it.

Ready-made routines

In Claude they appear in the connection menu: pick one and your AI goes through the whole routine, asking you before changing anything.

Weekly review

A ten-minute check-in: what came in, what went out, what's in the red and what's left to assign.

Record from a statement

Paste your bank statement or a photo of a receipt and your AI turns it into transactions, without duplicating the ones already there.

Plan the month

Split the money for the month ahead based on your goals and what you spent last month.

Bring in transactions from another YSNOne app

Move into Presupeso what's already in GastroSquad, OneSales or another YSNOne app connected to your AI.

What your AI doesn't do

  • It doesn't move real money: it doesn't pay, transfer or log into your bank. It only records in your budget.
  • It doesn't give investment, credit or tax advice. It helps with order, budgeting and habits.
  • It doesn't see anyone else's budget, not even people who use the same AI.
  • It doesn't make up numbers: everything it tells you comes from your budget. If something is missing, it asks.

Why you can trust it

  • Your AI signs in with your YSNOne account via OAuth: you never give it a password or a key.
  • It only sees your budget, and the change log marks what it did and not you.
  • Anything delicate —deleting a transaction, closing an account, reconciling with the bank— asks for your yes first.
  • In the app settings you can set it to read only or turn it off, and remove the connection from Claude or ChatGPT whenever you want.
  • What you tell it travels to your AI's company (Anthropic or OpenAI), like any conversation with it.
Rather not use Claude or ChatGPT?

Use Presupeso's built-in assistant with your own Gemini, Claude or OpenAI key. It does the same, without leaving the app.

How to use the assistant

Using another AI that accepts MCP connectors? This is your connection address

https://presupeso.com/mcp

Claude and ChatGPT don’t need it here: the step-by-step above gives it to you right where you paste it. It’s the same for everyone; what changes is the account you sign in with.

Something not working as expected? See the full guide in the help: Connect Claude and ChatGPT.