--- title: "Connect Moosend and PocketSmith - APIANT.ai" description: "When \"New Subscriber\" fires in Moosend, your agent runs \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/moosend-to-pocketsmith" --- # Connect Moosend and PocketSmith When **New Subscriber** fires in [Moosend](https://apiant.ai/connections/moosend), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Find Subscriber by Email** in Moosend. Describe the whole flow and it is built, tested on every scenario and kept running. Moosend **3** triggers Moosend **8** 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 Moosend 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 Moosend and PocketSmith can do together ### From Moosend to PocketSmith - When **New Subscriber** in Moosend then **Add category** in PocketSmith - When **New Unsubscriber** in Moosend then **Add transaction** in PocketSmith ### From PocketSmith to Moosend - When **New transaction** in PocketSmith then **Find Subscriber by Email** in Moosend - When **New transaction** in PocketSmith then **Create Mailing List** in Moosend 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 Moosend and PocketSmith ## Triggers and actions 4 triggers · 21 actions - Trigger **New Subscriber** Triggers when a new subscriber is added to a Moosend mailing list. - Trigger **New Unsubscriber** Triggers when a subscriber unsubscribes from a Moosend mailing list. - Trigger **Updated Profile** Triggers when a subscriber in a Moosend mailing list is added or their profile is updated. - Action **Create Mailing List** Creates a new mailing list in Moosend and returns its ID. - Action **Find Subscriber by Email** Finds a subscriber in a Moosend mailing list by email address. - Action **Get Mailing List** Returns the details of one Moosend mailing list. - Action **Get Subscriber** Returns a subscriber in a Moosend mailing list by its ID. - Action **List Mailing Lists** Returns all active mailing lists in the Moosend account. - Action **Remove Subscriber** Removes a subscriber from a Moosend mailing list. - Action **Set Custom Field Value** Sets one custom field value on a subscriber in a Moosend mailing list. - Action **Unsubscribe Member** Unsubscribes a member from one Moosend mailing list, or from all mailing lists when no list is given. - 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 - [ **Moosend** Moosend is an email marketing & automations platform that helps you ease the burden of sending your email...](https://apiant.ai/connections/moosend) - [ **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 Moosend - [ **Moosend to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/moosend-to-salesforce) - [ **Moosend to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/moosend-to-slack) - [ **Moosend to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/moosend-to-stripe) - [ **Moosend to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/moosend-to-shopify) - [ **Moosend to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/moosend-to-quickbooks-online) - [ **Moosend to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/moosend-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 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 ## Moosend and PocketSmith, answered ### ### What can start an automation from Moosend? Any of Moosend's 3 triggers in the catalog, including New Subscriber, New Unsubscriber and Updated Profile. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Moosend? 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 Moosend? Yes. When something happens in PocketSmith, your agent can act in Moosend too. This page covers both directions: PocketSmith's triggers and Moosend's actions are listed here as well. ### ### Do I have to build a connector for Moosend 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 Moosend 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.