# Connect Exist and PocketSmith When **New Attribute Value** fires in [Exist](https://apiant.ai/connections/exist), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/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. Exist **1** trigger Exist **11** 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 Exist 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 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 · 24 actions - Trigger **New Attribute Value** Triggers when a new daily value is recorded for the chosen Exist attribute, such as steps or mood. - Action **Acquire Attributes** Takes 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 Attributes** Creates 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 Values** Returns the daily values recorded for one of the user's Exist attributes, newest first. - Action **Get Averages** Returns the most recent weekly average values for your Exist attributes, optionally filtered by group, attribute and date range, including historical averages. - Action **Get User Profile** Returns the authenticated Exist user's profile: name, avatar, timezone, local time and unit preferences. - Action **Increment Attribute Values** Adds amounts to the existing daily values of attributes your app owns in Exist, returning each attribute's new total. - Action **List Attributes** Returns the Exist user's attributes (without values), optionally filtered by group, name, or type. - Action **List Attributes with Values** Returns the user's Exist attributes together with their recent daily values. - Action **List Owned Attributes** Returns the user's attributes that your Exist client currently owns, without values. Can be filtered by group, attribute name, manual flag and more. - Action **Release Attributes** Releases your ownership of one or more Exist attributes so another service can provide their data, or they become inactive. - Action **Update Attribute Values** Saves 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 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 - [ **Exist** Personal analytics service that aggregates health, activity, and habit data to reveal correlations across...](https://apiant.ai/connections/exist) - [ **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 Exist - [ **Exist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/exist-to-hubspot) - [ **Exist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/exist-to-salesforce) - [ **Exist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/exist-to-slack) - [ **Exist to Google Sheets** Google Sheets](https://apiant.ai/connect/exist-to-google-sheets) - [ **Exist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/exist-to-gmail) - [ **Exist to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/exist-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 ## 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.