--- title: "Connect Beehiiv and PocketSmith - APIANT.ai" description: "When \"New subscriber to publication\" fires in Beehiiv, your agent runs \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/beehiiv-to-pocketsmith" --- # Connect Beehiiv and PocketSmith When **New subscriber to publication** fires in [Beehiiv](https://apiant.ai/connections/beehiiv), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Update subscription by email** in Beehiiv. Describe the whole flow and it is built, tested on every scenario and kept running. Beehiiv **8** triggers Beehiiv **42** 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 Beehiiv 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 Beehiiv and PocketSmith can do together ### From Beehiiv to PocketSmith - When **New subscriber to publication** in Beehiiv then **Add category** in PocketSmith - When **New unsubscriber to publication** in Beehiiv then **Add transaction** in PocketSmith ### From PocketSmith to Beehiiv - When **New transaction** in PocketSmith then **Update subscription by email** in Beehiiv - When **New transaction** in PocketSmith then **Add subscription tag** in Beehiiv 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 Beehiiv and PocketSmith ## Triggers and actions 9 triggers · 55 actions - Trigger **List automations** poll for automations; new automations surface over time (trigger). - Trigger **List newsletter lists** poll newsletter lists; new lists surface over time (trigger). - Trigger **List polls** poll for polls; new polls surface over time (trigger). - Trigger **List segment subscriber IDs** poll subscriber IDs in a segment; new IDs surface over time (trigger). - Trigger **List segment subscribers** poll subscribers in a segment; new members surface over time (trigger). - Trigger **List tiers** poll subscription tiers; new tiers surface over time (trigger). - Trigger **New subscriber to publication** Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id. - Trigger **New unsubscriber to publication** Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id. - Action **Add subscription tag** add a tag to a subscription. - Action **Bulk create subscription** create multiple subscriptions in a single bulk request. - Action **Create custom field** create a new custom field. - Action **Create newsletter list** create a new newsletter list. - Action **Create segment** create a new segment. - Action **Delete custom field** delete a custom field. - Action **Delete newsletter list** delete a newsletter list. - Action **Delete segment** delete a segment. - Action **Delete subscription** Remove a subscriber from a publication. - Action **Get aggregate stats** get aggregate statistics across posts. - Action **Get author** get details for a specific author. - Action **Get custom field** get details for a specific custom field. - Action **Get newsletter list** get details for a specific newsletter list. - Action **Get newsletter list subscription** get details for a newsletter list subscription. - Action **Get post** Retrieve a single post by ID. Returns content, stats, and publish status. - Action **Get post templates** get available post templates for a publication. - Action **Get publication** get details for a specific publication. - Action **Get publication engagements** get aggregate engagement stats for a publication. - Action **Get publications by subscription email** get publications associated with a subscriber email. - Action **Get referral program** get referral program details for a publication. - Action **Get segment** get details for a specific segment. - Action **Get subscription by email** Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields. - Action **Get subscription by ID** get details for a subscription by its ID. - Action **Get subscription update** get a specific bulk subscription update record. - Action **Identify user** get current OAuth user info. - Action **Identify workspace** get current workspace info. - Action **List authors** list all authors for a publication. - Action **List complimentary access** list free access grants for a publication. - Action **List condition sets** list all condition sets for a publication. - Action **List custom fields** List a publication's subscriber custom fields. Returns field names and types for mapping. - Action **List posts** List posts for a publication. Returns posts with status, audience, and publish metadata. - Action **List publications** List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id. - Action **List segments** List segments for a publication. Returns segment ids, names, and types for audience targeting. - Action **List subscriptions** List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination. - Action **List subscription updates** list bulk subscription update records. - Action **Recalculate segment** recalculate segment membership. - Action **Update a tier** update an existing tier. - Action **Update custom field** update an existing custom field. - Action **Update subscription by email** Update an existing subscriber identified by email. Changes tier, status, or custom fields. - Action **Update subscription by ID** update a subscription by its ID. - Action **Update subscriptions** update multiple subscriptions at once. - Action **Update subscriptions' status** bulk update subscription status. - 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 - [ **Beehiiv** Beehiiv is a newsletter publishing and audience growth platform.](https://apiant.ai/connections/beehiiv) - [ **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 Beehiiv - [ **Beehiiv to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/beehiiv-to-salesforce) - [ **Beehiiv to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/beehiiv-to-slack) - [ **Beehiiv to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/beehiiv-to-shopify) - [ **Beehiiv to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/beehiiv-to-quickbooks-online) - [ **Beehiiv to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/beehiiv-to-zoom) - [ **Beehiiv to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/beehiiv-to-twilio) ## 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 ## Beehiiv and PocketSmith, answered ### ### What can start an automation from Beehiiv? Any of Beehiiv's 8 triggers in the catalog, including New subscriber to publication, New unsubscriber to publication, List automations and List newsletter lists. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Beehiiv? 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 Beehiiv? Yes. When something happens in PocketSmith, your agent can act in Beehiiv too. This page covers both directions: PocketSmith's triggers and Beehiiv's actions are listed here as well. ### ### Do I have to build a connector for Beehiiv 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 Beehiiv 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.