--- title: "Connect PocketSmith to Arcgis Online - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Add item\" in Arcgis Online." canonical: "https://apiant.ai/connect/pocketsmith-to-arcgis-online" --- # Connect PocketSmith to Arcgis Online When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add item** in [Arcgis Online](https://apiant.ai/connections/arcgis-online). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Arcgis Online **14** 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 Arcgis Online 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 Arcgis Online - When **New transaction** in PocketSmith then **Add item** in Arcgis Online - When **New transaction** in PocketSmith then **Update item** in Arcgis Online 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 Arcgis Online ## Triggers and actions 1 trigger · 27 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 **Add features** Adds one or more features (or table records) to an ArcGIS feature layer and returns the result for each added feature. - Action **Add folder** Creates a folder in a user's ArcGIS Online content space for organizing items. - Action **Add group** Creates a new group in your ArcGIS Online organization. You become the group's owner. - Action **Add item** Adds a new item (a URL, web map, app or JSON text content) to an ArcGIS Online user's content. - Action **Delete features** Deletes features from an ArcGIS feature layer or table, selected by object IDs, a where clause, or a spatial filter. - Action **Delete item** Deletes an item from a user's ArcGIS Online content, moving it to the recycle bin where supported or deleting it permanently. - Action **Find features** Finds features or table records in an ArcGIS feature layer that match a where clause, object IDs or a spatial filter, and returns them with their attributes and geometry. - Action **Find items** Searches ArcGIS Online for content items you can access, by keyword, bounding box, filter or category, and returns the matching items. - Action **Get item** Returns the details of an ArcGIS Online item, such as its title, type, owner, tags and sharing access. - Action **Get user** Returns an ArcGIS Online user's profile, including email, role, privileges, and the groups they belong to. - Action **List folders** Returns the folders in an ArcGIS Online user's content, with each folder's id and title. - Action **Share item** Shares an item you own with the public, your organization, and/or specific groups. - Action **Update features** Updates existing features or table records in an ArcGIS feature layer, returning a success result for each feature. - Action **Update item** Updates an existing ArcGIS Online item's details, such as its title, description, tags, URL or text content. Only the values you fill in are changed. ## 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) - [ **Arcgis Online** Cloud GIS platform for mapping, geocoding, routing, and spatial data hosting and analysis.](https://apiant.ai/connections/arcgis-online) Reviews ## What our customers say ## More from PocketSmith - [ **PocketSmith to BlazePhoenix** BlazePhoenix is an on-chain decentralized-exchange aggregator.](https://apiant.ai/connect/pocketsmith-to-blazephoenix) - [ **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) ## More into Arcgis Online - [ **HubSpot to Arcgis Online** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-arcgis-online) - [ **Salesforce to Arcgis Online** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-arcgis-online) - [ **Slack to Arcgis Online** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-arcgis-online) - [ **Google Sheets to Arcgis Online** Google Sheets](https://apiant.ai/connect/google-sheets-to-arcgis-online) - [ **Gmail to Arcgis Online** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-arcgis-online) - [ **Google Calendar to Arcgis Online** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-arcgis-online) Questions ## PocketSmith and Arcgis Online, 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 Arcgis Online when something happens in PocketSmith? Any of Arcgis Online's 14 actions, including Update features, Update item, Add features and Add folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Arcgis Online to PocketSmith? Arcgis Online has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Arcgis Online's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Arcgis Online? 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 Arcgis Online 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.