--- title: "Connect Every.org and PocketSmith - APIANT.ai" description: "When \"New Donation\" fires in Every.org, your agent runs \"Add category\" in PocketSmith, or \"New transaction\" in PocketSmith to \"Add fundraiser\" in Every.org." canonical: "https://apiant.ai/connect/every-org-to-pocketsmith" --- # Connect Every.org and PocketSmith When **New Donation** fires in [Every.org](https://apiant.ai/connections/every-org), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Add fundraiser** in Every.org. Describe the whole flow and it is built, tested on every scenario and kept running. Every.org **1** trigger Every.org **6** 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 Every.org 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 Every.org and PocketSmith can do together ### From Every.org to PocketSmith - When **New Donation** in Every.org then **Add category** in PocketSmith - When **New Donation** in Every.org then **Add transaction** in PocketSmith ### From PocketSmith to Every.org - When **New transaction** in PocketSmith then **Add fundraiser** in Every.org - When **New transaction** in PocketSmith then **Find nonprofits by keyword** in Every.org 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 Every.org and PocketSmith ## Triggers and actions 2 triggers · 19 actions - Trigger **New Donation** Triggered instantly when someone donates through your Every.org account or one of its fundraisers. Paste the URL this trigger mints into the Webhook URL field in your Every.org developer dashboard. - Action **Add fundraiser** Creates a fundraiser on Every.org for a nonprofit, with an optional goal, dates and cover image. Returns the new fundraiser. - Action **Find nonprofits by keyword** Returns the nonprofits on Every.org that match a keyword, optionally limited to particular causes. - Action **Get fundraiser** Returns the details of a fundraiser on Every.org, such as its title, description, goal and dates. - Action **Get fundraiser total raised** Returns how much a fundraiser has raised so far, along with its supporter count and goal. - Action **Get nonprofit** Returns the details of a nonprofit on Every.org, including its description, location, website and causes. - Action **List nonprofits by cause** Returns the nonprofits on Every.org that work on a given cause. - 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 - [ **Every.org** Every.org is a nonprofit that simplifies modern fundraising for charitable organizations of all sizes.](https://apiant.ai/connections/every-org) - [ **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 Every.org - [ **Every.org to Google Tasks** Google Tasks provides a simple to-do list and task management system integrated into Gmail and Google...](https://apiant.ai/connect/every-org-to-google-tasks) - [ **Every.org to Musicbrainz** REST API providing open music metadata lookup and search for artists, releases, recordings, and labels.](https://apiant.ai/connect/every-org-to-musicbrainz) - [ **Every.org to v0.dev** v0.dev is a pair programmer that lets you describe your ideas in natural language and generates both the...](https://apiant.ai/connect/every-org-to-v0-dev) - [ **Every.org to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/every-org-to-hubspot) - [ **Every.org to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/every-org-to-salesforce) - [ **Every.org to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/every-org-to-slack) ## 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 ## Every.org and PocketSmith, answered ### ### What can start an automation from Every.org? Any of Every.org's 1 trigger in the catalog, including New Donation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Every.org? 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 Every.org? Yes. When something happens in PocketSmith, your agent can act in Every.org too. This page covers both directions: PocketSmith's triggers and Every.org's actions are listed here as well. ### ### Do I have to build a connector for Every.org 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 Every.org 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.