Integration

Connect PocketSmith to ChatBotKit

When something happens in PocketSmith, your agent does the next thing in ChatBotKit. Describe it in plain language and the automation is built, tested on every branch and kept running.

PocketSmith1 triggerPocketSmith9 actionsChatBotKit17 actions

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What do you want PocketSmith and ChatBotKit 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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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.

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Everything your agent can do with PocketSmith and ChatBotKit

Triggers and actions 1 trigger · 26 actions

Trigger
New transaction
Fires 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.
Action
Add category
Create a new category for the authorised user. POST /users/{id}/categories.
Action
Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
Action
Delete category
Delete a category by id. DELETE /categories/{id}.
Action
Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
Action
Get account
Retrieve a single account by id. GET /accounts/{id}.
Action
Get category
Retrieve a single category by id. GET /categories/{id}.
Action
Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
Action
Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
Action
Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
Action
Create Record
Creates a new record.
Action
Delete Bot
Deletes a bot by id. POST /v1/bot/delete.
Action
Delete Contact
Deletes a contact by id. POST /v1/contact/delete.
Action
Delete Conversation
Deletes a conversation by id. POST /v1/conversation/delete.
Action
Delete Dataset
Deletes a dataset by id. POST /v1/dataset/delete.
Action
Get Bot
Fetches a single bot by id. POST /v1/bot/fetch.
Action
Get Contact
Fetches a single contact by id. POST /v1/contact/fetch.
Action
Get Conversation
Fetches a single conversation by id, including its messages. POST /v1/conversation/fetch.
Action
Get Dataset
Fetches a single dataset by id. POST /v1/dataset/fetch.
Action
List Bots
Returns all bots on the account. POST /v1/bot/list (cursor pagination).
Action
List Contacts
Returns all contacts, cursor-paginated. POST /v1/contact/list.
Action
List Conversations
Returns all conversations, cursor-paginated. POST /v1/conversation/list.
Action
List Datasets
Returns all datasets, cursor-paginated. POST /v1/dataset/list.
Action
List Skillsets
Returns all skillsets, cursor-paginated. POST /v1/skillset/list.
Action
Update Bot
Updates an existing bot's fields. POST /v1/bot/update.
Action
Update Contact
Updates an existing contact's fields. POST /v1/contact/update.
Action
Update Conversation
Updates a conversation's metadata (e.g. name). POST /v1/conversation/update.

Each app on its own

The other way round: ChatBotKit to PocketSmith