workbench-ynab

Plugin workbench-ynab from marketplace claude-workbench in mike-bronner/claude-workbench. Commands read from the repo's manifest — today.

Skills (3)

• estimated-tax

  The M6-4 quarterly estimated-tax tracker — a stateful, data-driven YTD estimate of what is owed on side-hustle (Schedule C) earnings, plus the record of estimated payments already made and the resulting remaining liability per quarter. Pulls YTD business income/expense from YNAB, computes Schedule C

• ynab-monitor

  Run one proactive between-run monitoring pass — read the monitor state store, fetch fresh YNAB account balances, incremental transactions, and current-month categories through the vendored MCP, run the four alert detectors (overdrawn, large/unusual transaction, budget overrun, bill due), dispatch an

• ynab-protocol

  Swap-ready protocol for calling the vendored YNAB MCP. Use whenever a workbench-ynab skill, the orchestrator, or pre-approval config needs a YNAB MCP tool name — never hard-code a tool name; resolve it from this protocol's single source of truth so an MCP swap stays a one-file edit.

Slash commands (13)

• /workbench-ynab:setup

  Configure the workbench-ynab plugin — verify prerequisites, store the YNAB token in the Keychain, collect config interactively, write config.json, pre-approve the read-only YNAB tools, prove the vendored MCP boots and lists budgets, and deploy the unified review and proactive-monitor scheduled tasks

• /workbench-ynab:uninstall

  Tear down every piece of system state /workbench-ynab:setup created — the scheduled tasks, the Keychain token, the settings.json pre-approvals, and (only if you say so) the plaintext data directory. Idempotent — safe to re-run after a partial teardown.

• /workbench-ynab:ynab-annual-review

  Run the annual YNAB review ad-hoc — orchestrator plans first, then the annual tier-wrapper skill runs, forced to the annual tier only. Strictly read-only.

• /workbench-ynab:ynab-apply

  The human-in-the-loop approval gate for YNAB write-back. Loads the pending change-set the weekly review proposed, groups it into typed batches, dry-runs each batch through the apply executor and shows a before → after diff with rationale + risk, then runs the workbench three-options decision protoco

• /workbench-ynab:ynab-migrate

  Retire the legacy hand-run YNAB setup — detect the old Claude Desktop connector and prototype scheduled tasks, migrate the token (post-rotation) and config into the plugin, and offer to remove the deprecated connector, tasks, and directories. Idempotent and order-enforced; safe to re-run.

• /workbench-ynab:ynab-monitor

  Run a single proactive between-run YNAB monitoring pass on demand — reads the monitor state store, fetches fresh account balances, incremental transactions, and current-month categories through the vendored YNAB MCP, runs the four alert detectors (overdrawn, large/unusual transaction, budget overrun

• /workbench-ynab:ynab-monthly-review

  Run the monthly YNAB review ad-hoc — orchestrator plans first, then the monthly tier-wrapper skill runs, forced to the monthly tier only. Strictly read-only.

• /workbench-ynab:ynab-portfolio

  Run the cross-budget portfolio rollup — one consolidated report across every budget in your config - combined net worth, aggregate income vs spending, cross-budget Ready-to-Assign, a unified health score, and a single YTD tax picture across the business-tagged budgets. Strictly read-only. NOT tax ad

• /workbench-ynab:ynab-prune

  Prune old generated YNAB review reports under the retention policy — reports are unencrypted plaintext financial records that otherwise accumulate unbounded. Previews by default (dry-run); deletes only after you approve, via bin/ynab-prune.sh --apply. Age threshold defaults to 30 days, overridable v

• /workbench-ynab:ynab-quarterly-tax-review

  Run the quarterly estimated-tax YNAB review ad-hoc — orchestrator plans first, then the quarterly-tax tier-wrapper skill runs, forced to the quarterly-tax tier only. Strictly read-only. NOT tax advice.

• /workbench-ynab:ynab-review

  Unified YNAB review entry point — the ONLY entry point the scheduled task uses. Dispatches the read-only ynab-orchestrator to plan today's review tiers, surfaces any warnings to the user, then runs each eligible tier's wrapper skill in plan order. Strictly read-only — this router never writes to YNA

• /workbench-ynab:ynab-tax

  Update and show the quarterly estimated-tax tracker — pull YTD business income/expense from YNAB, compute the Schedule C net + SE tax + income-tax estimate from your tax profile, reconcile estimated payments already recorded in YNAB, persist the running YTD state, and print a per-quarter summary of

• /workbench-ynab:ynab-weekly-review

  Run the weekly YNAB review ad-hoc — orchestrator plans first, then the weekly tier-wrapper skill runs, forced to the weekly tier only. Strictly read-only.

Subagents (1)

• ynab-orchestrator

  Read-only planner that owns the review schedule — computes which review tiers (annual / quarterly-tax / monthly / weekly) are eligible from today's date, inspects YNAB state (budget, accounts, categories, transactions), and returns a structured financial-review plan — which analyses to run, which YN

MCP servers (1)

• ynab

  runs: bash ${CLAUDE_PLUGIN_ROOT}/bin/launcher.sh

Hooks (2)

• SessionStart

  bash "${CLAUDE_PLUGIN_ROOT}/hooks/session-warmup.sh"

• PostCompact

  bash "${CLAUDE_PLUGIN_ROOT}/hooks/session-warmup.sh"

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