Five ready-made prompts for Claude that use your Shayr numbers. Copy one and paste it into a Claude chat that has the Shayr connector turned on. They cover a monthly money date, a tax prep sweep, where the month went, a subscription audit and a goals check.
Each prompt asks Claude to call all five Shayr tools: Get Net Worth, List Transactions, Get Budgets, Get Savings Goals and Get Spending Patterns. Claude only reads. Nothing in Shayr changes. If you have not connected Claude yet, start with Connect Claude to your Shayr data. The connector is a GOAT and free trial feature, so on Bussin Claude cannot read your numbers.
How to use a prompt
Connect Claude to Shayr and check that Shayr shows as connected under Customize, then Connectors in Claude.
Start a new chat in Claude. Pick a prompt below and select all of its text. In the Shayr app you can also tap Copy prompt under Settings, then Connected Apps.
Paste it into the chat and send it. Claude may ask permission before it uses a Shayr tool. Allow it.
Read the answer, and reply to Claude if it asks you something. The money date prompt works one step at a time and waits for your reply.
Monthly money date
A five step review for a couple, one step at a time.
Use the Shayr connector to run our monthly money date. My partner and I will go through it together. Call all five Shayr tools: Get Net Worth, List Transactions, Get Budgets, Get Savings Goals and Get Spending Patterns. For List Transactions, look at this month and last month. For Get Budgets, use this month. Then walk us through five steps, one at a time, and wait for our reply before moving on. Step 1, the big picture: our net worth now and how it changed since last month. Step 2, where the money went: our top five spending categories and anything that looks unusual. Use Get Spending Patterns to point out any weekday, place or habit that shaped it. Step 3, budgets: which ones we are over or close to, and which have room left. Step 4, goals: how each savings goal is doing, and what we would need to save each month to reach its target date. Step 5, next steps: suggest up to three small actions for next month and ask each of us to keep, change or skip them. Keep it friendly and plain. Only use numbers that come from Shayr, and tell us if something is missing.
Tax prep sweep
Find the transactions worth a second look before tax time.
Use the Shayr connector to do a tax prep sweep for last year. Call all five Shayr tools: Get Net Worth, List Transactions, Get Budgets, Get Savings Goals and Get Spending Patterns. For List Transactions, cover January 1 to December 31 of last year. Make as many calls as you need to see all of it. Group anything that could matter at tax time: charity, medical, childcare, home office, education, business costs, mortgage interest, and state and local taxes. For each group, show the merchant, date and amount, and a total. Also list large one-off payments and any income that is not a regular paycheck. Use Get Budgets and Get Savings Goals to point out retirement, HSA or 529 saving I may want to mention to a tax professional. If you are not sure about an item, label it "check this" and do not guess. You are not giving tax advice, so end with a short list of questions I should bring to a tax professional.
Where did our money go this month
A plain breakdown of this month, with the surprises called out.
Use the Shayr connector to tell us where our money went this month. Call all five Shayr tools: Get Net Worth, List Transactions, Get Budgets, Get Savings Goals and Get Spending Patterns. For List Transactions, use the first of this month until today, and also last month so you can compare. Show spending by category, biggest first, with how each one compares to last month. Call out the five largest single purchases and any merchant we paid more than three times. Use Get Budgets to say which categories are over or under budget. Use Get Spending Patterns to name the habit that shaped the month most. Use Get Net Worth to say whether our net worth went up or down this month. Use Get Savings Goals to say whether this month moved us closer to our goals. Finish with two or three things that stand out, in plain words.
Subscription audit
Spot repeat charges you may have forgotten about.
Use the Shayr connector to audit our subscriptions and repeat charges. Call all five Shayr tools: Get Net Worth, List Transactions, Get Budgets, Get Savings Goals and Get Spending Patterns. For List Transactions, look at the last six months and make as many calls as you need. Find charges that repeat on a regular schedule, like monthly or yearly. For each one, show the merchant, the amount, how often it is charged, and the last charge date. Use Get Spending Patterns to check for price creep. Flag any that went up in price, any that look like duplicates, and any that are not part of our budgets. Total them as a monthly cost and a yearly cost. Use Get Budgets to see where these fit, Get Net Worth for the bigger picture, and Get Savings Goals to show what the yearly total could do for our goals if we cancelled some. Then ask me which ones I still use. Do not tell me to cancel anything yourself.
Are we on track for our goals
Check each savings goal against what we actually save.
Use the Shayr connector to check whether we are on track for our savings goals. Call all five Shayr tools: Get Net Worth, List Transactions, Get Budgets, Get Savings Goals and Get Spending Patterns. For Get Savings Goals, go through each goal: target amount, saved so far and target date. For List Transactions, look at the last three months to see what we really set aside and spend. Use Get Budgets to see how much room we have each month, and Get Net Worth to see the trend. For each goal, say if we are ahead, on track or behind, and how much we would need to save each month to reach the target date. If we are behind, suggest two realistic ways to catch up, such as a budget category to trim or a date to move. Keep it short and plain, and only use numbers from Shayr.
Making the most of them
Claude only sees what Shayr sends it. If an answer looks thin, check the numbers in the Shayr app first. Budgets and goals are empty until you create them.
The prompts use your whole household's data if you are in a household.
The tax prep prompt does not give tax advice. It lists items to bring to a tax professional.
Change the wording freely. For example, swap "last year" for another period, or "our" for "my".
If something goes wrong
Claude says it cannot find the Shayr tools.
Open the chat settings in Claude and make sure the Shayr connector is turned on for this chat.
The answer leaves out part of the prompt.
Ask Claude to continue, or to use the tool it skipped. A long answer can be cut short.
Claude says the connector needs to reconnect.
Click Connect again on the Shayr connector. See Connect Claude.
Last updated October 5, 2026. Verified on Shayr 1.3.18, iPhone and claude.ai. The prompts are the same text as in the Shayr app under Connected Apps. Claude screens are web pages and are not captured here. The connector they use needs GOAT or the free trial.
