--- title: "Connect Atera and PocketSmith - APIANT.ai" description: "When \"New Alert Created\" fires in Atera, your agent runs \"Add category\" in PocketSmith, or \"New transaction\" in PocketSmith to \"Add Customer/Site\" in Atera." canonical: "https://apiant.ai/connect/atera-to-pocketsmith" --- # Connect Atera and PocketSmith When **New Alert Created** fires in [Atera](https://apiant.ai/connections/atera), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Add Customer/Site** in Atera. Describe the whole flow and it is built, tested on every scenario and kept running. Atera **5** triggers Atera **3** actions PocketSmith **1** trigger PocketSmith **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Atera and PocketSmith to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Atera and PocketSmith can do together ### From Atera to PocketSmith - When **New Alert Created** in Atera then **Add category** in PocketSmith - When **New Customer Created** in Atera then **Add transaction** in PocketSmith ### From PocketSmith to Atera - When **New transaction** in PocketSmith then **Add Customer/Site** in Atera - When **New transaction** in PocketSmith then **Find Ticket** in Atera Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Atera and PocketSmith ## Triggers and actions 6 triggers · 16 actions - Trigger **Alert Resolved** Triggers when an alert is resolved (closed) in Atera. - Trigger **New Alert Created** Triggers when a new alert is created in Atera. - Trigger **New Customer Created** Triggers when a new customer (site) is created in Atera. - Trigger **New Ticket Created** Triggers when a new ticket is created in Atera. - Trigger **Ticket Status Changed** Triggers when a ticket's status changes in Atera. - Action **Add Customer/Site** Creates a new customer (site) in Atera. - Action **Find Alert** Returns one Atera alert by its ID. - Action **Find Ticket** Returns one Atera ticket by its ID. - Trigger **New transaction** Fires when a new transaction appears in the authorised user's PocketSmith accounts. - Action **Add category** Create a new category for the authorised user. - Action **Add transaction** Create a new transaction in a PocketSmith transaction account. - Action **Delete category** Delete a category by id. - Action **Delete transaction** Delete a transaction by id. - Action **Get account** Retrieve a single account by id. - Action **Get category** Retrieve a single category by id. - Action **Get transaction** Retrieve a single transaction by id. - Action **List accounts** List all bank/investment accounts for the authorised user. - Action **List categories** List all categories for the authorised user. - Action **List transaction accounts** List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions. - Action **List transactions** List transactions for the authorised user, with filters for date range, category, account, type and search text. - Action **Update category** Update an existing category's title, colour or parent. - Action **Update transaction** Update fields on an existing transaction (amount, payee, date, category, note, labels). ## Each app on its own - [ **Atera** Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure every...](https://apiant.ai/connections/atera) - [ **PocketSmith** Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web.](https://apiant.ai/connections/pocketsmith) Reviews ## What our customers say ## More from Atera - [ **Atera to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/atera-to-hubspot) - [ **Atera to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/atera-to-salesforce) - [ **Atera to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/atera-to-slack) - [ **Atera to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/atera-to-google-sheets) - [ **Atera to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/atera-to-gmail) - [ **Atera to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/atera-to-google-calendar) ## More into PocketSmith - [ **HubSpot to PocketSmith** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pocketsmith) - [ **Slack to PocketSmith** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pocketsmith) - [ **Google Sheets to PocketSmith** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pocketsmith) - [ **Gmail to PocketSmith** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pocketsmith) - [ **Google Drive to PocketSmith** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pocketsmith) - [ **Mailchimp to PocketSmith** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pocketsmith) Questions ## Atera and PocketSmith, answered ### ### What can start an automation from Atera? Any of Atera's 5 triggers in the catalog, including New Alert Created, New Customer Created, New Ticket Created and Ticket Status Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Atera? Any of PocketSmith's 13 actions, including Update category, Update transaction, Add category and Add transaction. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PocketSmith to Atera? Yes. When something happens in PocketSmith, your agent can act in Atera too. This page covers both directions: PocketSmith's triggers and Atera's actions are listed here as well. ### ### Do I have to build a connector for Atera or PocketSmith? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Atera and PocketSmith without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.