--- title: "Connect PocketSmith to Agent Toolbelt - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Compare stocks\" in Agent Toolbelt." canonical: "https://apiant.ai/connect/pocketsmith-to-agent-toolbelt" --- # Connect PocketSmith to Agent Toolbelt When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Compare stocks** in [Agent Toolbelt](https://apiant.ai/connections/agent-toolbelt). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Agent Toolbelt **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PocketSmith and Agent Toolbelt 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 PocketSmith can start in Agent Toolbelt - When **New transaction** in PocketSmith then **Compare stocks** in Agent Toolbelt - When **New transaction** in PocketSmith then **Count tokens** in Agent Toolbelt 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 PocketSmith and Agent Toolbelt ## Triggers and actions 1 trigger · 22 actions - 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). - Action **Compare stocks** /api/tools/compare-stocks. Head-to-head comparison of 2-3 tickers. - Action **Count tokens** /api/tools/token-counter {text, models}. Token counts across LLMs. - Action **Extract text data** /api/tools/text-extractor. Extracts structured data from raw text. - Action **Generate bull vs bear case** /api/tools/bear-vs-bull {ticker}. Steelmanned bull and bear cases. - Action **Generate stock thesis** /api/tools/stock-thesis {ticker}. Returns verdict, thesis, insider read, watch-for. - Action **Get valuation snapshot** /api/tools/valuation-snapshot {ticker}. Valuation verdict and buy zone. - Action **Normalize address** /api/tools/address-normalizer. Normalizes a US address to USPS format. - Action **Review portfolio** /api/tools/portfolio-review. Reviews held portfolio. - Action **Scan watchlist** /api/tools/watchlist-scan. Ranks a watchlist of 2-15 tickers. ## Each app on its own - [ **PocketSmith** Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web.](https://apiant.ai/connections/pocketsmith) - [ **Agent Toolbelt** AI-generated stock analysis (investment thesis, valuation, insider signal, earnings) from live fundamentals...](https://apiant.ai/connections/agent-toolbelt) Reviews ## What our customers say ## More from PocketSmith - [ **PocketSmith to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/pocketsmith-to-mistral-ai) - [ **PocketSmith to Open Government, Argentina** Argentina Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...](https://apiant.ai/connect/pocketsmith-to-open-government-argentina) - [ **PocketSmith to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pocketsmith-to-salesforce) - [ **PocketSmith to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/pocketsmith-to-google-calendar) - [ **PocketSmith to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pocketsmith-to-stripe) - [ **PocketSmith to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pocketsmith-to-shopify) ## More into Agent Toolbelt - [ **Ontraport to Agent Toolbelt** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-agent-toolbelt) - [ **HubSpot to Agent Toolbelt** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-agent-toolbelt) - [ **Salesforce to Agent Toolbelt** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-agent-toolbelt) - [ **Slack to Agent Toolbelt** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-agent-toolbelt) - [ **Google Sheets to Agent Toolbelt** Google Sheets](https://apiant.ai/connect/google-sheets-to-agent-toolbelt) - [ **Gmail to Agent Toolbelt** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-agent-toolbelt) Questions ## PocketSmith and Agent Toolbelt, answered ### ### What can start an automation from PocketSmith? Any of PocketSmith's 1 trigger in the catalog, including New transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Agent Toolbelt when something happens in PocketSmith? Any of Agent Toolbelt's 9 actions, including Compare stocks, Count tokens, Extract text data and Generate bull vs bear case. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Agent Toolbelt to PocketSmith? Agent Toolbelt has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Agent Toolbelt's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Agent Toolbelt? 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 PocketSmith and Agent Toolbelt 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.