--- title: "Connect Groundhogg and PocketSmith - APIANT.ai" description: "When \"New Contact\" fires in Groundhogg, your agent runs \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/groundhogg-to-pocketsmith" --- # Connect Groundhogg and PocketSmith When **New Contact** fires in [Groundhogg](https://apiant.ai/connections/groundhogg), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Add Tags to Contact** in Groundhogg. Describe the whole flow and it is built, tested on every scenario and kept running. Groundhogg **2** triggers Groundhogg **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 Groundhogg 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 Groundhogg and PocketSmith can do together ### From Groundhogg to PocketSmith - When **New Contact** in Groundhogg then **Add category** in PocketSmith - When **New Note** in Groundhogg then **Add transaction** in PocketSmith ### From PocketSmith to Groundhogg - When **New transaction** in PocketSmith then **Add Tags to Contact** in Groundhogg - When **New transaction** in PocketSmith then **Create Contact** in Groundhogg 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 Groundhogg and PocketSmith ## Triggers and actions 3 triggers · 24 actions - Trigger **New Contact** Triggers when a new contact is added to Groundhogg. - Trigger **New Note** Triggers when a new note is added in Groundhogg. - Action **Add Tags to Contact** Applies one or more tags to a Groundhogg contact, by tag ID or name. - Action **Create Contact** Creates a new contact in Groundhogg with an email address, name, opt-in status, owner, custom fields and tags. - Action **Create Note** Adds a note to a Groundhogg contact's record. - Action **Create Tag** Creates a new tag in Groundhogg. - Action **Delete Contact** Permanently deletes a contact from Groundhogg. - Action **Find Contacts** Finds Groundhogg contacts whose email or name matches the search text and returns the matching contact records. - Action **Get Contact** Returns a single Groundhogg contact by its ID, including its details, custom fields and tags. - Action **List Tags** Returns the tags defined in your Groundhogg site. - Action **Remove Tags from Contact** Removes one or more tags from a Groundhogg contact. - Action **Send Email to Contact** Sends one of your Groundhogg emails to a contact. - Action **Update Contact** Updates an existing Groundhogg contact's details, custom fields and tags. - 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 - [ **Groundhogg** CRM and email marketing automation plugin for WordPress, with contact management, segmentation, and campaign...](https://apiant.ai/connections/groundhogg) - [ **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 Groundhogg - [ **Groundhogg to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/groundhogg-to-hubspot) - [ **Groundhogg to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/groundhogg-to-salesforce) - [ **Groundhogg to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/groundhogg-to-slack) - [ **Groundhogg to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/groundhogg-to-mailchimp) - [ **Groundhogg to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/groundhogg-to-stripe) - [ **Groundhogg to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/groundhogg-to-shopify) ## 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 ## Groundhogg and PocketSmith, answered ### ### What can start an automation from Groundhogg? Any of Groundhogg's 2 triggers in the catalog, including New Contact and New Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Groundhogg? 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 Groundhogg? Yes. When something happens in PocketSmith, your agent can act in Groundhogg too. This page covers both directions: PocketSmith's triggers and Groundhogg's actions are listed here as well. ### ### Do I have to build a connector for Groundhogg 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 Groundhogg 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.