--- title: "Connect Frame.io and PocketSmith - APIANT.ai" description: "When \"Comment Completed\" fires in Frame.io, your agent runs \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/frame-io-v4-to-pocketsmith" --- # Connect Frame.io and PocketSmith When **Comment Completed** fires in [Frame.io](https://apiant.ai/connections/frame-io-v4), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Create Comment** in Frame.io. Describe the whole flow and it is built, tested on every scenario and kept running. Frame.io **9** triggers Frame.io **15** 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 Frame.io 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 Frame.io and PocketSmith can do together ### From Frame.io to PocketSmith - When **Comment Completed** in Frame.io then **Add category** in PocketSmith - When **Comment Created** in Frame.io then **Add transaction** in PocketSmith ### From PocketSmith to Frame.io - When **New transaction** in PocketSmith then **Create Comment** in Frame.io - When **New transaction** in PocketSmith then **Create Project** in Frame.io 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 Frame.io and PocketSmith ## Triggers and actions 10 triggers · 28 actions - Trigger **Comment Completed** Triggers when a comment is marked as completed. Shows live data from your projects. - Trigger **Comment Created** Triggers when a new comment is created. - Trigger **Comment Updated** Triggers when a comment is updated. - Trigger **File Created** Triggers when a file is first created, but before it is uploaded and processed. - Trigger **File Deleted** Triggers when a file is deleted. Note: Only deletion metadata is available, not the original file content. - Trigger **File Ready** Triggers when a newly uploaded file has been fully processed and is available for preview, comments, sharing, and downloads. - Trigger **File Upload Completed** Triggers when a file has been fully uploaded to Frame.io and is ready for processing. - Trigger **Metadata Value Updated** Triggers when a metadata value is updated. Shows live data from your projects. Prioritizes Status field changes (Approved, In Review, etc.) for workflow automation. - Trigger **Project Created** Triggers when a new project is created. Shows live data from your workspace. - Action **Create Comment** Creates a new comment on a file. - Action **Create Folder** Creates a new folder within a project. - Action **Create Project** Creates a new project within a workspace. - Action **Create Share** Creates a new share. - Action **Create Version Stack** Create a new version stack to group related asset versions together. - Action **Create Workspace** Creates a new workspace within an account. - Action **Custom API Request (SDK)** Make a custom request to the Frame.io v4 API using the official SDK with guided method selection. - Action **Delete File** deletes a file, firing the file.deleted webhook. - Action **Show Project Details** Get detailed information about a specific project. - Action **Show Share** Returns one share by id. - Action **Show Workspace** Returns a single workspace's details. - Action **Update Comment** Updates an existing comment with new text, annotation, or completion status. - Action **Update File Metadata** sets metadata field values (field_definition_id + value) on one or more file_ids; fires metadata.value.updated. - Action **Update Project** Updates an existing project name, status, or access restrictions. - Action **Upload File From URL** Upload a file to Frame.io from a remote URL (like Google Drive, AWS S3, etc.) - 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 - [ **Frame.io** Frame.io is Adobe's video review and collaboration platform.](https://apiant.ai/connections/frame-io-v4) - [ **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 Frame.io - [ **Frame.io to Mozilla Remote Settings** Remote Settings PROD](https://apiant.ai/connect/frame-io-v4-to-mozilla-remote-settings) - [ **Frame.io to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/frame-io-v4-to-hubspot) - [ **Frame.io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/frame-io-v4-to-salesforce) - [ **Frame.io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/frame-io-v4-to-slack) - [ **Frame.io to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/frame-io-v4-to-google-sheets) - [ **Frame.io to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/frame-io-v4-to-gmail) ## 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 ## Frame.io and PocketSmith, answered ### ### What can start an automation from Frame.io? Any of Frame.io's 9 triggers in the catalog, including Comment Completed, Comment Created, Comment Updated and File Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Frame.io? 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 Frame.io? Yes. When something happens in PocketSmith, your agent can act in Frame.io too. This page covers both directions: PocketSmith's triggers and Frame.io's actions are listed here as well. ### ### Do I have to build a connector for Frame.io 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 Frame.io 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.