# Connect Birdview PSA and PocketSmith

When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Post Activity Message** in Birdview PSA. Describe the whole flow and it is built, tested on every scenario and kept running.

Birdview PSA **2** triggers Birdview PSA **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 Birdview PSA and PocketSmith to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Birdview PSA and PocketSmith can do together

### From Birdview PSA to PocketSmith

- When **New Project** in Birdview PSA then **Add category** in PocketSmith
- When **Updated Project** in Birdview PSA then **Add transaction** in PocketSmith

### From PocketSmith to Birdview PSA

- When **New transaction** in PocketSmith then **Post Activity Message** in Birdview PSA
- When **New transaction** in PocketSmith then **Post Project Message** in Birdview PSA

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 Birdview PSA and PocketSmith

## Triggers and actions 3 triggers · 20 actions

- Trigger

**New Project**

Triggers when a new project is created in Birdview.

- Trigger

**Updated Project**

Triggers when a project is updated in Birdview PSA, returning the latest version of the project.

- Action

**Create Activity**

Creates a new activity (task) in a Birdview project and returns the created activity.

- Action

**Create Project**

Creates a new project in Birdview PSA and returns the created project record.

- Action

**Create Project (With Custom Fields)**

Creates a project in Birdview PSA, including values for your account's custom project fields.

- Action

**Find Project**

Finds projects in Birdview by name and other filters, returning the matching projects and the first match.

- Action

**Post Activity Message**

Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.

- Action

**Post Project Message**

Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.

- Action

**Update Activity**

Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.

- 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

- [ **Birdview PSA** Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and...](https://apiant.ai/connections/birdview-psa)
- [ **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 Birdview PSA

- [ **Birdview PSA to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/birdview-psa-to-hubspot)
- [ **Birdview PSA to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/birdview-psa-to-salesforce)
- [ **Birdview PSA to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/birdview-psa-to-slack)
- [ **Birdview PSA to Google Sheets** Google Sheets](https://apiant.ai/connect/birdview-psa-to-google-sheets)
- [ **Birdview PSA to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/birdview-psa-to-gmail)
- [ **Birdview PSA to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/birdview-psa-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](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

## Birdview PSA and PocketSmith, answered

###

### What can start an automation from Birdview PSA?

Any of Birdview PSA's 2 triggers in the catalog, including New Project and Updated Project. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in PocketSmith when something happens in Birdview PSA?

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 Birdview PSA?

Yes. When something happens in PocketSmith, your agent can act in Birdview PSA too. This page covers both directions: PocketSmith's triggers and Birdview PSA's actions are listed here as well.

###

### Do I have to build a connector for Birdview PSA 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.

###

### 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.