--- title: "Connect AzureADApplications and PocketSmith - APIANT.ai" description: "When \"New Application\" fires in AzureADApplications, your agent runs \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/azureadapplications-to-pocketsmith" --- # Connect AzureADApplications and PocketSmith When **New Application** fires in [AzureADApplications](https://apiant.ai/connections/azureadapplications), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Create Application** in AzureADApplications. Describe the whole flow and it is built, tested on every scenario and kept running. AzureADApplications **1** trigger AzureADApplications **7** 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 AzureADApplications 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 AzureADApplications and PocketSmith can do together ### From AzureADApplications to PocketSmith - When **New Application** in AzureADApplications then **Add category** in PocketSmith - When **New Application** in AzureADApplications then **Add transaction** in PocketSmith ### From PocketSmith to AzureADApplications - When **New transaction** in PocketSmith then **Create Application** in AzureADApplications - When **New transaction** in PocketSmith then **Update Application** in AzureADApplications 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 AzureADApplications and PocketSmith ## Triggers and actions 2 triggers · 20 actions - Trigger **New Application** Triggers when a new app registration is created in your Microsoft Entra ID directory. - Action **Create Application** Registers a new application in your Microsoft Entra ID directory and returns its object ID and application (client) ID. - Action **Delete Application** Deletes an app registration. Deleted registrations can be restored for 30 days. - Action **Find Application** Finds an app registration whose application (client) ID or exact display name matches the value you give. Returns nothing when no registration matches. - Action **Get Application** Returns an app registration's details, including its application (client) ID, sign-in audience and redirect URIs. - Action **List Applications** Returns the app registrations in your Microsoft Entra ID directory, with each one's name, application (client) ID and sign-in audience. - Action **List Service Principals** Returns the enterprise applications (service principals) in your Microsoft Entra ID directory, including Microsoft's own first-party apps. - Action **Update Application** Updates an app registration's name, description, notes or sign-in audience. Fields left blank are not changed. - 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 - [ **AzureADApplications** Microsoft Graph API for managing Azure AD app registrations, service principals, and OAuth credentials.](https://apiant.ai/connections/azureadapplications) - [ **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 AzureADApplications - [ **AzureADApplications to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/azureadapplications-to-hubspot) - [ **AzureADApplications to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/azureadapplications-to-salesforce) - [ **AzureADApplications to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/azureadapplications-to-slack) - [ **AzureADApplications to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/azureadapplications-to-google-sheets) - [ **AzureADApplications to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/azureadapplications-to-gmail) - [ **AzureADApplications to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/azureadapplications-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 ## AzureADApplications and PocketSmith, answered ### ### What can start an automation from AzureADApplications? Any of AzureADApplications's 1 trigger in the catalog, including New Application. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in AzureADApplications? 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 AzureADApplications? Yes. When something happens in PocketSmith, your agent can act in AzureADApplications too. This page covers both directions: PocketSmith's triggers and AzureADApplications's actions are listed here as well. ### ### Do I have to build a connector for AzureADApplications 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 AzureADApplications 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.