Integration
Connect Favro and PocketSmith
When something happens in Favro or PocketSmith, your agent does the next thing in the other. 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 Favro 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 Favro and PocketSmith can do together
From Favro to PocketSmith
When New card in Favro
then Add category in PocketSmith
From PocketSmith to Favro
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 Favro and PocketSmith
Triggers and actions 4 triggers · 28 actions
- New card
Fires when a new card is created (Card created event).
- New comment
Fires when a new comment is created on a card (Comment created event).
- Updated card
Fires when a card is updated or moved (Card updated / Card moved event).
- Add column
Create a new column (list) on a widget/board.
- Add comment
Add a comment to a card.
- Add tag
Create a new tag.
- Add task
Add a task (checklist item) to a card's task list.
- Add widget
Create a new widget (board) in a collection.
- Delete comment
Delete a comment.
- Get card
Fetch a single card by cardId or cardSequentialId.
- List cards
List cards, optionally filtered by widgetCommonId/columnId/etc.
- List collections
List collections in the organization.
- List columns
List columns on a widget.
- List comments
List comments on a card.
- List tags
List all tags in the organization.
- List tasks
List tasks on a card.
- List widgets
List widgets (boards) in a collection.
- Update comment
Update the text of an existing comment.
- 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
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Questions
Favro and PocketSmith, answered
What can start an automation from Favro?
Any of Favro's 3 triggers in the catalog, including New card, New comment and Updated card. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PocketSmith when something happens in Favro?
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 Favro?
Yes. When something happens in PocketSmith, your agent can act in Favro too. This page covers both directions: PocketSmith's triggers and Favro's actions are listed here as well.
Do I have to build a connector for Favro 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.