Integration
Connect PocketSmith to Anthropic
When something happens in PocketSmith, your agent does the next thing in Anthropic. 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 Anthropic 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.
Ask the assistant
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Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with PocketSmith and Anthropic
Triggers and actions 1 trigger ยท 18 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
Anthropic agent messageRuns one AI agent turn on Anthropic and returns the model's reply. The turn is billed to the Anthropic account connected on this step, and the agent can call the account's AI tool automations.
- Cancel message batch
Cancel a Message Batch that is still processing.
- Count tokens in a message
Count the number of input tokens a Messages API request would use, without creating the message.
- Create message batch
Submit a batch of Messages API requests for asynchronous processing.
- Get message batch
Retrieve the status and request counts of a Message Batch by id.
- Get model
Retrieve details for a specific Claude model by id.
- List message batches
List Message Batches in the workspace, most recently created first.
- List models
List the available Claude models, most recently released first.
- Send model a message
Send a message to a Claude model and return its response. Supports the full Messages API: model, system prompt, multi-turn messages, max_tokens, tools, and adaptive thinking.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.