Integration
Connect Cheddar to PocketSmith
When something happens in Cheddar, your agent does the next thing in PocketSmith. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Cheddar and PocketSmith to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Cheddar can start in PocketSmith
When New Bill Reminder in Cheddar
then Add category in PocketSmith
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 Cheddar and PocketSmith
Triggers and actions 9 triggers · 13 actions
- New Bill Reminder
The bill reminder event occurs prior to recurring invoice execution according to your configuration. Up to two reminder events are possible.
- New Customer Delete
A customer record was deleted.
- New Subscription
The New Subscription event occurs when a new customer is created in Cheddar.
- New Subscription Billable
The subscription billable event occurs prior to recurring invoice execution. Last chance to update item quantities, add custom charges/credits, etc.
- New Subscription Cancellation
Subscription was canceled.
- New Subscription Change
Subscription pricing plan change occured (upgrade/downgrade).
- New Subscription Reactivation
A previously canceled subscription has been reactivated.
- New Transaction
A transaction has been executed or a transaction's status has changed.
- New transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts.
- Add category
Create a new category for the authorised user.
- Add transaction
Create a new transaction in a PocketSmith transaction account.
- Delete category
Delete a category by id.
- Delete transaction
Delete a transaction by id.
- Get account
Retrieve a single account by id.
- Get category
Retrieve a single category by id.
- Get transaction
Retrieve a single transaction by id.
- List accounts
List all bank/investment accounts for the authorised user.
- List categories
List all categories for the authorised user.
- List transaction accounts
List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
- List transactions
List transactions for the authorised user, with filters for date range, category, account, type and search text.
- Update category
Update an existing category's title, colour or parent.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Cheddar
Cheddar to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Cheddar to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Cheddar to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Cheddar to Google SheetsGoogle Sheets
Cheddar to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Cheddar to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PocketSmith
Google Drive to PocketSmithGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PocketSmithMailchimp marketing automation and email platform.
Questions
Cheddar and PocketSmith, answered
What can start an automation from Cheddar?
Any of Cheddar's 8 triggers in the catalog, including New Bill Reminder, New Customer Delete, New Subscription and New Subscription Billable. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PocketSmith when something happens in Cheddar?
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 Cheddar?
PocketSmith has no triggers in the catalog today, so automations start in Cheddar. If you need the other direction, ask: your agent reads PocketSmith's API documentation and adds it.
Do I have to build a connector for Cheddar 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.