# Connect Leiga and PocketSmith When **Updated Issue** fires in [Leiga](https://apiant.ai/connections/leiga), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Create Issue** in Leiga. Describe the whole flow and it is built, tested on every scenario and kept running. Leiga **1** trigger Leiga **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 Leiga and PocketSmith to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Leiga and PocketSmith can do together ### From Leiga to PocketSmith - When **Updated Issue** in Leiga then **Add category** in PocketSmith - When **Updated Issue** in Leiga then **Add transaction** in PocketSmith ### From PocketSmith to Leiga - When **New transaction** in PocketSmith then **Create Issue** in Leiga - When **New transaction** in PocketSmith then **Update issue** in Leiga 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 Leiga and PocketSmith ## Triggers and actions 2 triggers · 28 actions - Trigger **Updated Issue** Triggers when an issue is updated in Leiga. - Action **Add comment** Adds a comment to a Leiga issue or other record, optionally as a reply to an existing comment. - Action **Add epic** Creates a new epic in a Leiga project. - Action **Add project** Creates a new project in Leiga from a project template, with a name, leader and optional description. - Action **Add version** Creates a new version (release) in Leiga with a name, owner, and optional description, start date and estimated release date. - Action **Create Issue** Creates a new issue in a Leiga project with the issue type and field values you provide. - Action **Delete issue** Deletes an issue from a Leiga project. - Action **Find issues by criteria** Searches the issues in a Leiga project matching a summary keyword, status types, field values or date ranges, and returns the matching issues. - Action **Get issue** Returns the full details of a Leiga issue, including its custom field values, by issue ID. - Action **Get project** Returns the details of a Leiga project by its ID. - Action **Get version** Returns the details of a Leiga version, including its name, status and release dates. - Action **List comments** Returns the comments on a Leiga issue or other item, including replies and attachments. - Action **List Issue Types** Returns the issue types (such as bug or task) available in a Leiga project. - Action **List projects** Returns all projects in your Leiga organization with their id, name, key and archived status. - Action **Update issue** Updates an existing Leiga issue's field values, such as its summary, description, status, priority, assignee or labels. - Action **Update project** Updates a Leiga project's overview fields, such as its name or start time. - 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 - [ **Leiga** Offering powerful features and flexible solutions, Leiga empowers agile teams to work, collaborate, improve...](https://apiant.ai/connections/leiga) - [ **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 Leiga - [ **Leiga to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leiga-to-salesforce) - [ **Leiga to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leiga-to-slack) - [ **Leiga to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leiga-to-mailchimp) - [ **Leiga to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leiga-to-stripe) - [ **Leiga to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/leiga-to-shopify) - [ **Leiga to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/leiga-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 ## Leiga and PocketSmith, answered ### ### What can start an automation from Leiga? Any of Leiga's 1 trigger in the catalog, including Updated Issue. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Leiga? 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 Leiga? Yes. When something happens in PocketSmith, your agent can act in Leiga too. This page covers both directions: PocketSmith's triggers and Leiga's actions are listed here as well. ### ### Do I have to build a connector for Leiga 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. ### ### 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.