--- title: "Connect Mollie and PocketSmith - APIANT.ai" description: "When \"New Customer\" fires in Mollie, your agent runs \"Add category\" in PocketSmith, or \"New transaction\" in PocketSmith to \"Add customer\" in Mollie." canonical: "https://apiant.ai/connect/mollie-to-pocketsmith" --- # Connect Mollie and PocketSmith When **New Customer** fires in [Mollie](https://apiant.ai/connections/mollie), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Add customer** in Mollie. Describe the whole flow and it is built, tested on every scenario and kept running. Mollie **6** triggers Mollie **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 Mollie 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 Mollie and PocketSmith can do together ### From Mollie to PocketSmith - When **New Customer** in Mollie then **Add category** in PocketSmith - When **New Invoice** in Mollie then **Add transaction** in PocketSmith ### From PocketSmith to Mollie - When **New transaction** in PocketSmith then **Add customer** in Mollie - When **New transaction** in PocketSmith then **Update customer** in Mollie 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 Mollie and PocketSmith ## Triggers and actions 7 triggers · 29 actions - Trigger **New Customer** Triggers when a new customer is created in your Mollie account. - Trigger **New Invoice** Triggers when Mollie issues a new invoice to your organization for its fees. - Trigger **New Payment** Triggers when a new payment is created in your Mollie account. - Trigger **New Payment Chargeback** Triggers when a new chargeback is received on any of your Mollie payments. - Trigger **New Refund** Triggers when a new refund is created on any payment in your Mollie account. - Trigger **New Settlement** Triggers when a new settlement appears in your Mollie account. - Action **Add customer** Creates a customer in Mollie, to which payments, mandates and subscriptions can later be linked. - Action **Add refund** Creates a refund for a Mollie payment, returning the full or partial amount to the customer. - Action **Cancel payment** Cancels an open Mollie payment and returns the canceled payment. Only payments that are still cancelable can be canceled. - Action **Create Payment** Creates a Mollie payment and returns it, including the checkout link to send your customer to. - Action **Create Payment Link** Creates a shareable Mollie payment link that customers can open to complete a payment. - Action **Delete customer** Deletes a Mollie customer. All mandates and subscriptions for that customer are canceled as well. - Action **Delete subscription** Cancels a customer's subscription in Mollie and returns the canceled subscription. The customer's mandates are not affected. - Action **Find Payment** Finds payments whose description contains the text you enter, searching your most recent 250 Mollie payments. - Action **Get customer** Returns a single Mollie customer by its ID, including name, email, locale and metadata. - Action **Get payment** Returns a single Mollie payment by its ID, including amount, status, method and links. - Action **List customers** Returns the customers in your Mollie account, newest first by default. - Action **List payments** Returns the payments created with your Mollie website profile, with their status, amount and details. - Action **List refunds** Returns refunds across all payments in your Mollie account, up to 250 at a time. - Action **List subscriptions** Returns the subscriptions set up across all of your customers, up to 250 per run. - Action **Search Customer** Searches your Mollie customers by email address and/or name and returns the matching customers. - Action **Update customer** Updates an existing Mollie customer's name, email, language or metadata. - 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 - [ **Mollie** Mollie is a licensed business specializing in processing online payments on behalf of merchants.](https://apiant.ai/connections/mollie) - [ **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 Mollie - [ **Mollie to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mollie-to-salesforce) - [ **Mollie to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mollie-to-slack) - [ **Mollie to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mollie-to-stripe) - [ **Mollie to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mollie-to-shopify) - [ **Mollie to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mollie-to-quickbooks-online) - [ **Mollie to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mollie-to-pipedrive) ## 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 ## Mollie and PocketSmith, answered ### ### What can start an automation from Mollie? Any of Mollie's 6 triggers in the catalog, including New Customer, New Invoice, New Payment and New Payment Chargeback. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Mollie? 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 Mollie? Yes. When something happens in PocketSmith, your agent can act in Mollie too. This page covers both directions: PocketSmith's triggers and Mollie's actions are listed here as well. ### ### Do I have to build a connector for Mollie 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 Mollie 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.