# Connect PocketSmith to Browserbase When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Fetch page** in [Browserbase](https://apiant.ai/connections/browserbase). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Browserbase **12** 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 Browserbase to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Browserbase - When **New transaction** in PocketSmith then **Fetch page** in Browserbase - When **New transaction** in PocketSmith then **Add context** in Browserbase 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 Browserbase ## Triggers and actions 1 trigger · 25 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 context** Creates a new browser Context that persists cookies and storage across Browserbase sessions. - Action **Add session** Creates a new Browserbase browser session and returns its id along with the URLs used to connect to it. - Action **Delete context** Deletes a browser context (saved cookies and browser state) from your Browserbase project. - Action **Fetch page** Fetches a web page through Browserbase and returns its content (raw, markdown, or schema-extracted JSON), status code and headers. - Action **Get context** Returns a Browserbase context (saved browser state) by its id, including its name, project and timestamps. - Action **Get run** Returns the current status and details of an agent run, including its result and the browser session it used. - Action **Get session** Returns a Browserbase browser session, including its status, region, timestamps and connection URLs. - Action **List downloads** Returns the files downloaded during a Browserbase session, optionally filtered by filename, MIME type, size or creation time. - Action **List sessions** Returns the browser sessions in your Browserbase project, optionally filtered by status or by user metadata. - Action **Run agent** Starts a Browserbase browser agent run that completes a natural-language task using web search and browser tools. Returns the new run, which starts in a pending state. - Action **Search web** Runs a web search through Browserbase and returns the matching pages with their titles and URLs. - Action **Update session** Updates a Browserbase session, such as requesting that it be released before its timeout to stop further charges. ## 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) - [ **Browserbase** Cloud browser infrastructure API for running headless browsers to power AI agent web automation and scraping.](https://apiant.ai/connections/browserbase) Reviews ## What our customers say ## More from PocketSmith - [ **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) - [ **PocketSmith to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pocketsmith-to-quickbooks-online) ## More into Browserbase - [ **HubSpot to Browserbase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-browserbase) - [ **Salesforce to Browserbase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-browserbase) - [ **Slack to Browserbase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-browserbase) - [ **Google Sheets to Browserbase** Google Sheets](https://apiant.ai/connect/google-sheets-to-browserbase) - [ **Gmail to Browserbase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-browserbase) - [ **Google Calendar to Browserbase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-browserbase) Questions ## PocketSmith and Browserbase, 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 Browserbase when something happens in PocketSmith? Any of Browserbase's 12 actions, including Update session, Add context, Add session and Fetch page. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Browserbase to PocketSmith? Browserbase has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Browserbase's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Browserbase? 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. ### ### 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.