Integration
Connect PocketSmith to Exchangerate.dev
When something happens in PocketSmith, your agent does the next thing in Exchangerate.dev. 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 Exchangerate.dev 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 Exchangerate.dev
Triggers and actions 1 trigger ยท 13 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
Convert currencyConverts an amount from one currency to another using current rates. GET /v1/convert/{from_ccy}/{to_ccy}/{amount} or /v1/convert/{from_ccy}/{to_ccy}
- Get exchange rate
Returns the exchange rate for a specific currency pair slug. GET /v1/rate/{slug}
- Get historical exchange rates
Returns exchange rates for a specific past date, optionally for a given base currency. GET /v1/{date} or GET /v1/{date}/{path_base}
- List exchange rate range
Returns exchange rates across a date range for a base currency. GET /v1/range
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.