--- title: "Connect JOIN and PocketSmith - APIANT.ai" description: "When \"Application Created\" fires in JOIN, your agent runs \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/join-to-pocketsmith" --- # Connect JOIN and PocketSmith When **Application Created** fires in [JOIN](https://apiant.ai/connections/join), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Add candidate note** in JOIN. Describe the whole flow and it is built, tested on every scenario and kept running. JOIN **3** triggers JOIN **16** 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 JOIN 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 JOIN and PocketSmith can do together ### From JOIN to PocketSmith - When **Application Created** in JOIN then **Add category** in PocketSmith - When **Job Published** in JOIN then **Add transaction** in PocketSmith ### From PocketSmith to JOIN - When **New transaction** in PocketSmith then **Add candidate note** in JOIN - When **New transaction** in PocketSmith then **Add job** in JOIN 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 JOIN and PocketSmith ## Triggers and actions 4 triggers · 29 actions - Trigger **Application Created** Triggers when a new job application is received in JOIN. - Trigger **Job Published** Triggers when a job is published (goes online) in JOIN. - Trigger **Job Unpublished** Triggers when a job is taken offline or archived in JOIN. - Action **Add candidate note** Adds a note to a candidate in JOIN. - Action **Add job** Creates a job in JOIN. New jobs are activated and multiposted to job boards automatically. - Action **Add location** Creates a new office location in JOIN that job ads can be assigned to. - Action **Create Application** Creates an application for a candidate on a JOIN job, optionally attaching documents such as a CV. - Action **Get application** Returns one job application, including its candidate, job, attachments, screening answers and pipeline stage. - Action **Get candidate** Returns a single JOIN candidate by id, including contact details, tags, consent status and their applications, with notes optionally embedded. - Action **Get job** Returns a single JOIN job by its ID, including its title, status, office and optionally its full content. - Action **Get Jobs** Returns jobs in your JOIN account, optionally filtered by status, title, country, external id, or creation/update dates. - Action **Get Online Jobs** Returns the jobs currently published (online) in your JOIN account, optionally filtered by title, country, dates or external id. - Action **List applications** Returns the applications in your JOIN account, optionally filtered by job, dates, country, hiring state or pipeline stage. - Action **List candidate notes** Returns all notes recorded on a candidate in JOIN, including replies. - Action **List candidates** Returns the candidates in your JOIN company, optionally filtered by a name/email search or creation date. - Action **List candidate scorecards** Returns the scorecards submitted for a candidate's job application, including each interviewer's overall recommendation, attribute ratings and question answers. - Action **List locations** Returns the office locations in your JOIN account, optionally filtered by country or city. - Action **Update job** Updates an existing job's details, such as title, description, office, salary, and application requirements. Fields you leave blank stay unchanged. - Action **Update Job Status** Changes a JOIN job's status to online, offline or archived, and returns the job's ID. - 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 - [ **JOIN** JOIN is a recruiting platform with tools for job ad creation, multiposting, applicant tracking, and...](https://apiant.ai/connections/join) - [ **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 JOIN - [ **JOIN to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/join-to-salesforce) - [ **JOIN to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/join-to-slack) - [ **JOIN to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/join-to-mailchimp) - [ **JOIN to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/join-to-stripe) - [ **JOIN to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/join-to-shopify) - [ **JOIN to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/join-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 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 ## JOIN and PocketSmith, answered ### ### What can start an automation from JOIN? Any of JOIN's 3 triggers in the catalog, including Application Created, Job Published and Job Unpublished. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in JOIN? 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 JOIN? Yes. When something happens in PocketSmith, your agent can act in JOIN too. This page covers both directions: PocketSmith's triggers and JOIN's actions are listed here as well. ### ### Do I have to build a connector for JOIN 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 JOIN 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.