--- title: "Connect Insighto.ai and PocketSmith - APIANT.ai" description: "When \"New Contact\" fires in Insighto.ai, your agent runs \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/insighto-ai-to-pocketsmith" --- # Connect Insighto.ai and PocketSmith When **New Contact** fires in [Insighto.ai](https://apiant.ai/connections/insighto-ai), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Create Contact** in Insighto.ai. Describe the whole flow and it is built, tested on every scenario and kept running. Insighto.ai **1** trigger Insighto.ai **12** 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 Insighto.ai 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 Insighto.ai and PocketSmith can do together ### From Insighto.ai to PocketSmith - When **New Contact** in Insighto.ai then **Add category** in PocketSmith - When **New Contact** in Insighto.ai then **Add transaction** in PocketSmith ### From PocketSmith to Insighto.ai - When **New transaction** in PocketSmith then **Create Contact** in Insighto.ai - When **New transaction** in PocketSmith then **Update contact** in Insighto.ai 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 Insighto.ai and PocketSmith ## Triggers and actions 2 triggers · 25 actions - Trigger **New Contact** Triggers when a new contact is created. - Action **Add assistant** /api/v1/assistant - create an assistant. - Action **Add data source** /api/v1/datasource - create a data source. - Action **Add Text Blob Into Data Source** Adds a text blob into an existing Data Source. - Action **Create Contact** Creates a Contact in the system. - Action **Delete contact** /api/v1/contact/{contact_id} - delete a contact. - Action **Get contact** /api/v1/contact/{contact_id} - retrieve a contact by id. - Action **Get data source** Retrieve a single data source by its id. - Action **List assistants** /api/v1/assistant - list assistants. - Action **List contacts** Lists contacts in the Insighto.ai account. - Action **List data source files** List the files/text blobs in a data source. - Action **Update assistant** /api/v1/assistant/{assistant_id} - update an assistant. - Action **Update contact** /api/v1/contact/{contact_id} - update a contact. - 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 - [ **Insighto.ai** Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows](https://apiant.ai/connections/insighto-ai) - [ **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 Insighto.ai - [ **Insighto.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/insighto-ai-to-salesforce) - [ **Insighto.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/insighto-ai-to-slack) - [ **Insighto.ai to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/insighto-ai-to-mailchimp) - [ **Insighto.ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/insighto-ai-to-stripe) - [ **Insighto.ai to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/insighto-ai-to-shopify) - [ **Insighto.ai to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/insighto-ai-to-quickbooks-online) ## 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 ## Insighto.ai and PocketSmith, answered ### ### What can start an automation from Insighto.ai? Any of Insighto.ai's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Insighto.ai? 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 Insighto.ai? Yes. When something happens in PocketSmith, your agent can act in Insighto.ai too. This page covers both directions: PocketSmith's triggers and Insighto.ai's actions are listed here as well. ### ### Do I have to build a connector for Insighto.ai 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 Insighto.ai 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.