# Connect Cursion and PocketSmith When **New Flow** fires in [Cursion](https://apiant.ai/connections/cursion), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Create Page** in Cursion. Describe the whole flow and it is built, tested on every scenario and kept running. Cursion **5** triggers Cursion **17** 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 Cursion 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 Cursion and PocketSmith can do together ### From Cursion to PocketSmith - When **New Flow** in Cursion then **Add category** in PocketSmith - When **New Page** in Cursion then **Add transaction** in PocketSmith ### From PocketSmith to Cursion - When **New transaction** in PocketSmith then **Create Page** in Cursion - When **New transaction** in PocketSmith then **Add case** in Cursion 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 Cursion and PocketSmith ## Triggers and actions 6 triggers · 30 actions - Trigger **New Flow** Triggers when a new Flow is created in your Cursion account. - Trigger **New Page** Triggers when a new page is added to a Cursion site. - Trigger **New Scan** Triggers when a new Scan is created for the selected Cursion page. - Trigger **New Site** Triggers when a new site is added to your Cursion account. - Trigger **New Test** Triggers when a new Test (a comparison of two scans) is created for a page. - Action **Add case** Generates a new test case for a site from a plain-language prompt and returns the process tracking its creation. - Action **Add flow** Creates a Flow in Cursion — a named sequence of steps (scans, cases, alerts) that FlowRuns execute. - Action **Create CaseRun** Runs a saved Case against a Site, creating a CaseRun that executes in the background and returns immediately. - Action **Create FlowRun** Runs a Flow against a Site and returns the new FlowRun, which completes asynchronously. - Action **Create Page** Creates a Page under a Cursion Site and, unless skipped, starts its initial baseline Scan. - Action **Create Scan** Starts a new Scan of a Site's pages in Cursion. The scan runs in the background and may take several minutes to complete. - Action **Create Site** Creates a Site in Cursion for a domain, then crawls it for pages and runs initial baseline scans in the background. - Action **Delete site** Deletes a site and, with it, all of the site's scans, tests, schedules and alerts. - Action **Get FlowRun** Returns a single FlowRun — the result of running a Flow against a Site — including its nodes, status and logs. - Action **Get scan** Returns a single Cursion scan with its HTML, logs, Lighthouse and security scores, and screenshots. - Action **Get site** Returns a single Cursion site with its URL, tags, crawl times and latest scan and test summary. - Action **Get test** Returns a single Test, the comparison of two scans of a page, with its scores, status and deltas. - Action **List flows** Returns the flows in your Cursion account, including each flow's steps (nodes) and connections (edges). - Action **List pages** Returns the pages that belong to a Cursion site, with each page's URL, tags and latest scan and test results. - Action **List scans** Returns the scans captured for a Cursion page, ordered by creation time. - Action **List sites** Returns the sites in your Cursion account, newest first, with each site's URL, tags and latest scan and test details. - Action **List tests** Returns the Tests run against a Cursion Page, ordered by creation time. - 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 - [ **Cursion** Cursion is a website testing platform that helps dev teams easily test and monitor their web apps.](https://apiant.ai/connections/cursion) - [ **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 Cursion - [ **Cursion to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cursion-to-hubspot) - [ **Cursion to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cursion-to-salesforce) - [ **Cursion to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cursion-to-slack) - [ **Cursion to Google Sheets** Google Sheets](https://apiant.ai/connect/cursion-to-google-sheets) - [ **Cursion to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cursion-to-gmail) - [ **Cursion to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cursion-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 ## Cursion and PocketSmith, answered ### ### What can start an automation from Cursion? Any of Cursion's 5 triggers in the catalog, including New Flow, New Page, New Scan and New Site. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Cursion? 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 Cursion? Yes. When something happens in PocketSmith, your agent can act in Cursion too. This page covers both directions: PocketSmith's triggers and Cursion's actions are listed here as well. ### ### Do I have to build a connector for Cursion 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.