# Connect PocketSmith to Couchdrop When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Update file** in [Couchdrop](https://apiant.ai/connections/couchdrop). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Couchdrop **9** 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 Couchdrop 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 Couchdrop - When **New transaction** in PocketSmith then **Update file** in Couchdrop - When **New transaction** in PocketSmith then **Upload file** in Couchdrop 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 Couchdrop ## Triggers and actions 1 trigger · 22 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 folder** Creates a new folder at the specified path in your Couchdrop storage. - Action **Add shared link** Creates a shared link that gives external users access to a Couchdrop file or folder, optionally password-protected and expiring. - Action **Delete file** Deletes a file or folder at the given path in Couchdrop. - Action **Download file** Downloads a file's contents from your Couchdrop storage by its full path. - Action **Get file** Returns the details of a file or folder in Couchdrop, including its name, size, last-modified time and whether it is a folder. - Action **List files and folders** Returns the files and folders inside a Couchdrop folder. - Action **List shared links** Returns all shared links in your Couchdrop account, with each link's path, password and expiry. - Action **Update file** Renames or moves a file or folder in Couchdrop to a new path. - Action **Upload file** Uploads a file to a destination path in your Couchdrop storage. ## 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) - [ **Couchdrop** Cloud SFTP/FTP platform that automates secure file transfers and syncs files between cloud storage services...](https://apiant.ai/connections/couchdrop) 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 Couchdrop - [ **SendGrid to Couchdrop** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-couchdrop) - [ **HubSpot to Couchdrop** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-couchdrop) - [ **Salesforce to Couchdrop** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-couchdrop) - [ **Slack to Couchdrop** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-couchdrop) - [ **Google Sheets to Couchdrop** Google Sheets](https://apiant.ai/connect/google-sheets-to-couchdrop) - [ **Gmail to Couchdrop** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-couchdrop) Questions ## PocketSmith and Couchdrop, 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 Couchdrop when something happens in PocketSmith? Any of Couchdrop's 9 actions, including Update file, Upload file, Add folder and Add shared link. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Couchdrop to PocketSmith? Couchdrop has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Couchdrop's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Couchdrop? 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.