Skip to main content

Documentation Index

Fetch the complete documentation index at: https://glide-9da73dea.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

The Trip budget skill is the simplest way to see agent banking in action. It’s read-only: Claude reads your card transactions tagged to a trip and answers questions about spend against a budget you set. Nothing moves; nothing requires approval. Perfect first install.

​
What it does

You set up a trip in Glide:
  • Destination (e.g., Lisbon)
  • Dates (e.g., May 1–15)
  • Budget (e.g., $2,000)
Tag the relevant card to the trip, or use a virtual card you issued just for the trip. Every charge auto-tags to the trip context. Now ask Claude things like:
  • “How much have I spent so far?”
  • “What’s my biggest expense this week?”
  • “At my current pace, will I run over budget?”
  • “Categorize my spend — how much went to food vs hotels vs ground transport?”
Claude calls Glide’s read-only tools, gets the data, and answers.

​
What the agent can do

  • trip.list — list your active trips.
  • trip.balance — current spend, remaining budget, days left.
  • trip.transactions — transactions tagged to the trip.
  • trip.forecast — projected total spend at current pace.
That’s it. No payments.* tools. No cards.* modify tools. No beneficiary.* writes. The skill exists to give you a feel for what an MCP-connected agent looks like before you install one that touches money.

​
Why this is the right first skill

  • Zero risk. Nothing moves. Nothing approves. The worst-case outcome is Claude tells you the wrong number, which you’d catch anyway.
  • Fast setup. Install takes a minute. No vendor binding (no QBO, no Xero, no payroll provider).
  • Familiar UX. It’s the kind of agent task you might have used elsewhere — “summarize this data” — but with structured access to your live banking data instead of a CSV you uploaded.

​
Try it before installing AP or Treasury

If you’re new to agent banking, install Trip budget first. Use it for a week. Get a feel for how the audit feed looks, how Claude calls the tools, what the policy envelope evaluates (even read-only tools have an envelope — it just has nothing to enforce). Then graduate to AP or Treasury once the pattern feels familiar.

​
Next