Integration
Connect PocketSmith to CSR.plus
When something happens in PocketSmith, your agent does the next thing in CSR.plus. 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 CSR.plus 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 CSR.plus
Triggers and actions 1 trigger ยท 17 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
Check SSLfull SSL/TLS check for a host: A-F grade, TLS protocol/cipher probes, and HSTS status.
- Decode CSR
parse a PEM-encoded CSR and return its subject fields, SANs, and public key details.
- Find certificate transparency logs
search Certificate Transparency logs for a given domain.
- Generate CSR
generate a certificate signing request and matching private key (RSA or ECDSA). Body: common_name, sans[], organization, organizational_unit, locality, state, country, key_type, key_size, passphrase (all except common_name optional). Returns PEM-encoded CSR and private key.
- Get CAA records
retrieve CAA records and related DNS details (A, AAAA, NS, MX) for a domain.
- Get OpenSSL trace
return raw openssl s_client output for a domain.
- Get revocation status
check CRL/OCSP revocation status of the certificate currently served by a domain.
- Trace SSL handshake
step-by-step TLS handshake trace for a given host and port.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.