--- title: "Connect Peerdom and PocketSmith - APIANT.ai" description: "When \"New Group\" fires in Peerdom, your agent runs \"Add category\" in PocketSmith, or \"New transaction\" in PocketSmith to \"Update Project\" in Peerdom." canonical: "https://apiant.ai/connect/peerdom-to-pocketsmith" --- # Connect Peerdom and PocketSmith When **New Group** fires in [Peerdom](https://apiant.ai/connections/peerdom), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Update Project** in Peerdom. Describe the whole flow and it is built, tested on every scenario and kept running. Peerdom **5** triggers Peerdom **25** 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 Peerdom 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 Peerdom and PocketSmith can do together ### From Peerdom to PocketSmith - When **New Group** in Peerdom then **Add category** in PocketSmith - When **New Map** in Peerdom then **Add transaction** in PocketSmith ### From PocketSmith to Peerdom - When **New transaction** in PocketSmith then **Update Project** in Peerdom - When **New transaction** in PocketSmith then **Add Goal** in Peerdom 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 Peerdom and PocketSmith ## Triggers and actions 6 triggers · 38 actions - Trigger **New Group** Triggered when a new circle is created - Trigger **New Map** Triggers when a new map is created. - Trigger **New Peer** Triggers when a new peer is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Role** Triggers when a new role is created. - Action **Add Goal** Create a goal on a role or circle. - Action **Assign Role to Peer** Assigns an existing role to a peer in Peerdom. - Action **Create Draft Map** Creates a new draft map in Peerdom (Drafts App must be activated). - Action **Create Peer** Creates a new peer in Peerdom. - Action **Create Role** Creates a new role in Peerdom. - Action **Delete Goal** Delete a goal by id. - Action **Delete Group** Delete a group by id. - Action **Delete Peer** Delete a peer by id. - Action **Delete Role** Delete a role by id from a live or draft map. - Action **Get Group** Get a single group by id. - Action **Get Peer** Get a single peer by id. - Action **Get Peer by E-Mail** Get Peer by a Given E-Mail. - Action **Get Project** Get a single project by id. - Action **Get Role** Get a single role by id from a live or draft map. - Action **List Groups** List all groups. - Action **List Maps** List all maps in the tenant. - Action **List Peers** List all peers in the tenant. - Action **List Projects** List all projects. - Action **List Roles** List all roles. - Action **Unassign Peer From Role** Unassign peer from a given role. - Action **Update Goal** Update a goal by id. - Action **Update Group** Updates an existing group (circle, bubble, pod, etc.) in Peerdom. - Action **Update Peer** Updates an existing peer in Peerdom. - Action **Update Project** Update a project by id. - Action **Update Role** Updates an existing role in Peerdom. - 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 - [ **Peerdom** Peerdom helps teams navigate change with smart org charts that boost collaboration and performance.](https://apiant.ai/connections/peerdom) - [ **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 Peerdom - [ **Peerdom to Blockscout** Blockchain explorer offering REST and JSON-RPC APIs for querying transactions, addresses, tokens, and smart...](https://apiant.ai/connect/peerdom-to-blockscout) - [ **Peerdom to EOSL** EOSL tracks hardware lifecycle milestones for IT equipment.](https://apiant.ai/connect/peerdom-to-eosl) - [ **Peerdom to Giphy** Giphy is the best way to search, share, and discover GIFs on the Internet.](https://apiant.ai/connect/peerdom-to-giphy) - [ **Peerdom to GPT-trainer** GPT-trainer allows you to train a no-code ChatGPT-like chatbot using your own data and embed it onto your...](https://apiant.ai/connect/peerdom-to-gpt-trainer) - [ **Peerdom to Meteorologisk Institutt** The Norwegian Meteorological Institute (MET Norway) publishes open weather and climate data through its...](https://apiant.ai/connect/peerdom-to-meteorologisk-institutt) - [ **Peerdom to Rev.ai** Rev.ai provides quality speech-text recognition via a RESTful API.](https://apiant.ai/connect/peerdom-to-rev-ai) ## 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 ## Peerdom and PocketSmith, answered ### ### What can start an automation from Peerdom? Any of Peerdom's 5 triggers in the catalog, including New Group, New Map, New Peer and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in Peerdom? 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 Peerdom? Yes. When something happens in PocketSmith, your agent can act in Peerdom too. This page covers both directions: PocketSmith's triggers and Peerdom's actions are listed here as well. ### ### Do I have to build a connector for Peerdom 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 Peerdom 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.