Integration
Connect PocketSmith to Carbone.io
When New transaction fires in PocketSmith, your agent runs Convert a Document in Carbone.io. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want PocketSmith and Carbone.io to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What PocketSmith can start in Carbone.io
When New transaction in PocketSmith
then Convert a Document in Carbone.io
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 Carbone.io
Triggers and actions 1 trigger · 24 actions
- New transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts.
- Add category
Create a new category for the authorised user.
- Add transaction
Create a new transaction in a PocketSmith transaction account.
- Delete category
Delete a category by id.
- Delete transaction
Delete a transaction by id.
- Get account
Retrieve a single account by id.
- Get category
Retrieve a single category by id.
- Get transaction
Retrieve a single transaction by id.
- List accounts
List all bank/investment accounts for the authorised user.
- List categories
List all categories for the authorised user.
- List transaction accounts
List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
- List transactions
List transactions for the authorised user, with filters for date range, category, account, type and search text.
- Update category
Update an existing category's title, colour or parent.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels).
- Convert a Document
Converts a document to another format (PDF, DOCX, XLSX, PNG, etc.) without using a Carbone template. No prior template upload is needed.
- Convert HTML to PDF
Converts an HTML document to PDF using the Chromium rendering engine for high-fidelity output.
- Convert Office to PDF
Converts an Office document (DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG) to PDF.
- Delete a Template
Deletes a template from your Carbone storage.
- Download a Document
Downloads a generated document using a Render ID. Documents are single-use and available for 1 hour.
- Download a Template
Downloads a template file from your Carbone storage.
- Generate a Document
Generates a document by merging a Carbone template with your data. The data must be provided as a JSON object.
- Get Status
Returns the current Carbone Cloud API status and version.
- List Templates
Lists templates in the Carbone account with their metadata (id, versionId, name, comment, category, tags, deployedAt, expireAt), optionally filtered by template id, category or search text.
- Update a Template
Updates the metadata of an existing template (name, comment, category, tags, deployed version, expiry).
- Upload a Template
Uploads a new template file to Carbone storage.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
PocketSmith and Carbone.io, 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 Carbone.io when something happens in PocketSmith?
Any of Carbone.io's 11 actions, including Update a Template, Upload a Template, Convert a Document and Convert HTML to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Carbone.io to PocketSmith?
Carbone.io has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Carbone.io's API documentation and adds it.
Do I have to build a connector for PocketSmith or Carbone.io?
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.