Integration
Connect Exist and PocketSmith
When New Attribute Value fires in Exist, your agent runs Add category in PocketSmith, or New transaction in PocketSmith to Get User Profile in Exist. Describe the whole flow 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 Exist 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 Exist and PocketSmith can do together
From Exist to PocketSmith
When New Attribute Value in Exist
then Add category in PocketSmith
When New Attribute Value in Exist
then Add transaction in PocketSmith
From PocketSmith to Exist
When New transaction in PocketSmith
then Get User Profile in Exist
When New transaction in PocketSmith
then Create Attributes in Exist
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 Exist and PocketSmith
Triggers and actions 2 triggers · 21 actions
Trigger
New Attribute ValueTriggers when a new daily value is recorded for the chosen Exist attribute, such as steps or mood.
Action
Acquire AttributesTakes ownership of one or more Exist attributes for this app so it can write their values, creating templated attributes the user doesn't have yet.
Action
Create AttributesCreates one or more new attributes in the user's Exist account, from a template or as custom attributes, and returns which succeeded and which failed.
Action
Get Attribute ValuesReturns the daily values recorded for one of the user's Exist attributes, newest first.
Action
Get User ProfileReturns the authenticated Exist user's profile: name, avatar, timezone, local time and unit preferences.
Action
Increment Attribute ValuesAdds amounts to the existing daily values of attributes your app owns in Exist, returning each attribute's new total.
Action
List Attributes with ValuesReturns the user's Exist attributes together with their recent daily values.
Action
Release AttributesReleases your ownership of one or more Exist attributes so another service can provide their data, or they become inactive.
Action
Update Attribute ValuesSaves daily total values for attributes you own in Exist, up to 35 at a time, replacing any value already stored for those days.
Trigger
New transactionFires when a new transaction appears in the authorised user's PocketSmith accounts.
Action
Add categoryCreate a new category for the authorised user.
Action
Add transactionCreate a new transaction in a PocketSmith transaction account.
Action
Delete categoryDelete a category by id.
Action
Delete transactionDelete a transaction by id.
Action
Get accountRetrieve a single account by id.
Action
Get categoryRetrieve a single category by id.
Action
Get transactionRetrieve a single transaction by id.
Action
List accountsList all bank/investment accounts for the authorised user.
Action
List categoriesList all categories for the authorised user.
Action
List transaction accountsList the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
Action
List transactionsList transactions for the authorised user, with filters for date range, category, account, type and search text.
Action
Update categoryUpdate an existing category's title, colour or parent.
Action
Update transactionUpdate 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 Exist
Exist to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Exist to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Exist to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Exist to Google SheetsGoogle Sheets
Exist to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Exist to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PocketSmith
HubSpot to PocketSmithHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to PocketSmithSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to PocketSmithGoogle Sheets
Gmail to PocketSmithGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
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
Exist and PocketSmith, answered
What can start an automation from Exist?
Any of Exist's 1 trigger in the catalog, including New Attribute Value. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PocketSmith when something happens in Exist?
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 Exist?
Yes. When something happens in PocketSmith, your agent can act in Exist too. This page covers both directions: PocketSmith's triggers and Exist's actions are listed here as well.
Do I have to build a connector for Exist 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.