> ## Documentation Index
> Fetch the complete documentation index at: https://glide-9da73dea.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Trip budget

> Read-only travel-spend tracker. Great as a first-time agent install &mdash; Claude tracks against a budget you set, no money movement.

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

* [Quickstart](/agents/quickstart)
* [Receipts](/agents/receipts) — what the audit feed looks like.
* [Skills catalog](/agents/skills/catalog)
