Integration
Connect PocketSmith to Crossref Metadata Search
When something happens in PocketSmith, your agent does the next thing in Crossref Metadata Search. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want PocketSmith and Crossref Metadata Search 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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Connect Claude CodeEverything your agent can do with PocketSmith and Crossref Metadata Search
Triggers and actions 1 trigger ยท 15 actions
Trigger
New transactionFires 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.
- Add category
Create a new category for the authorised user. POST /users/{id}/categories.
- Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
- Delete category
Delete a category by id. DELETE /categories/{id}.
- Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
- Get account
Retrieve a single account by id. GET /accounts/{id}.
- Get category
Retrieve a single category by id. GET /categories/{id}.
- Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
- Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
Action
Find funders by querySearch the Crossref Funder Registry for funding organizations matching a free-text query. GET /funders
- Find works by query
Search Crossref's bibliographic metadata for works (articles, books, conference papers, etc.) matching a free-text query, with optional filters and sorting. GET /works
- Get funder
Retrieve metadata for a funding organization and its suborganizations by funder ID. GET /funders/{funder_id}
- Get journal
Retrieve information about a journal by its ISSN. GET /journals/{issn}
- Get member
Retrieve metadata for a Crossref member (publisher) by member ID. GET /members/{member_id}
- Get work by DOI
Retrieve full Crossref metadata for a single work given its DOI. GET /works/{doi}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.