Integration
Connect PocketSmith to Amplitude
When something happens in PocketSmith, your agent does the next thing in Amplitude. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want PocketSmith and Amplitude to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with PocketSmith and Amplitude
Triggers and actions 1 trigger ยท 21 actions
Trigger
New transactionFires when a new transaction appears in the authorised user's PocketSmith accounts. Poll GET /users/{id}/transactions sorted by created/updated date, dedup on transaction id.
- Add category
Create a new category for the authorised user. POST /users/{id}/categories.
- Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
- Delete category
Delete a category by id. DELETE /categories/{id}.
- Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
- Get account
Retrieve a single account by id. GET /accounts/{id}.
- Get category
Retrieve a single category by id. GET /categories/{id}.
- Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
- Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
Action
Batch upload eventsSends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.
- Export event data
Exports every event Amplitude recorded in a time window, as a zip archive of event data.
- Get cohort
Returns one behavioral cohort's details, including its name, size and when it was last recalculated.
- Get event segmentation
Counts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.
- Get funnel analysis
Runs a funnel over a series of events and returns how many users reached each step and how many dropped off.
- Get retention analysis
Shows how many users came back and did something again after a starting event, over a date range.
- Get user properties
Looks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.
- Group identify
Sets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.
- Identify user
Sets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.
- List cohorts
Lists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.
- Send event
Records a single event in Amplitude for a user, with optional event and user properties.
- Upload cohort
Creates a cohort in Amplitude from a list of users you supply.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.