---
title: "Connect Instagram and PocketSmith - APIANT.ai"
description: "When \"New Comment\" fires in Instagram, your agent runs \"Add category\" in PocketSmith, or \"New transaction\" in PocketSmith to \"Create Post\" in Instagram."
canonical: "https://apiant.ai/connect/instagram-to-pocketsmith"
---

# Connect Instagram and PocketSmith

When **New Comment** fires in [Instagram](https://apiant.ai/connections/instagram), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Create Post** in Instagram. Describe the whole flow and it is built, tested on every scenario and kept running.

Instagram **3** triggers Instagram **13** 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 Instagram 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 Instagram and PocketSmith can do together

### From Instagram to PocketSmith

- When **New Comment** in Instagram then **Add category** in PocketSmith
- When **New Media Posted** in Instagram then **Add transaction** in PocketSmith

### From PocketSmith to Instagram

- When **New transaction** in PocketSmith then **Create Post** in Instagram
- When **New transaction** in PocketSmith then **Reply To Comment** in Instagram

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 Instagram and PocketSmith

## Triggers and actions 4 triggers · 26 actions

- Trigger

**New Comment**

Triggered when someone comments on one of your Instagram posts

- Trigger

**New Media Posted**

Triggered when a new post is published on your Instagram account

- Trigger

**New Message**

Triggered when a new direct message arrives in your Instagram inbox

- Action

**Create Carousel Container**

Create a draft carousel post with multiple images/videos before publishing.

- Action

**Create Media Container**

Create a draft media container for photos/videos/reels before publishing.

- Action

**Create Post**

Publish a draft media container to instagram (final publishing step).

- Action

**Get Conversation**

Get details about a specific instagram dm conversation (participants, etc).

- Action

**Get Post Comments**

Get comments on an instagram post.

- Action

**Get Post Insights**

Get instagram post insights/analytics (impressions, reach, engagement, etc.).

- Action

**Get Post Status**

Check the processing status of a draft post container.

- Action

**Get User Info**

Get instagram user info including profile details and statistics.

- Action

**Get User Insights**

Get instagram account-level insights/analytics (profile views, reach, impressions, etc.).

- Action

**Get User Media**

Get instagram user's media (posts, photos, videos).

- Action

**List All Conversations**

List all instagram dm conversations for the authenticated user.

- Action

**List All Messages**

List all messages from a specific instagram dm conversation.

- Action

**Reply To Comment**

Reply to a comment on instagram media.

- 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

- [ **Instagram** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connections/instagram)
- [ **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 Instagram

- [ **Instagram to Clerk** Clerk is a user authentication and management platform that lets developers add sign-in, profiles, and...](https://apiant.ai/connect/instagram-to-clerk)
- [ **Instagram to Elastic Security** SIEM and XDR platform for detecting, investigating, and automating response to security threats across...](https://apiant.ai/connect/instagram-to-elastic-security)
- [ **Instagram to Google Maps Platform** APIs and SDKs for maps, geocoding, routing, places search, and location-based data in apps.](https://apiant.ai/connect/instagram-to-google-maps-platform)
- [ **Instagram to Pipedream** Pipedream is a workflow automation and integration platform.](https://apiant.ai/connect/instagram-to-pipedream)
- [ **Instagram to Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connect/instagram-to-pipefile)
- [ **Instagram to Shift4** Payment processing platform with a REST API for card and alternative payment transactions across e-commerce...](https://apiant.ai/connect/instagram-to-shift4)

## 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

## Instagram and PocketSmith, answered

###

### What can start an automation from Instagram?

Any of Instagram's 3 triggers in the catalog, including New Comment, New Media Posted and New Message. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in PocketSmith when something happens in Instagram?

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 Instagram?

Yes. When something happens in PocketSmith, your agent can act in Instagram too. This page covers both directions: PocketSmith's triggers and Instagram's actions are listed here as well.

###

### Do I have to build a connector for Instagram 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 Instagram 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.
