--- title: "Connect PocketSmith and GoHighLevel - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Create contact\" in GoHighLevel." canonical: "https://apiant.ai/connect/pocketsmith-to-gohighlevel" --- # Connect PocketSmith and GoHighLevel When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Create contact** in [GoHighLevel](https://apiant.ai/connections/gohighlevel), or **New or updated contact** in GoHighLevel to **Add category** in PocketSmith. Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions GoHighLevel **1** trigger GoHighLevel **32** 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 GoHighLevel to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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 and GoHighLevel can do together ### From PocketSmith to GoHighLevel - When **New transaction** in PocketSmith then **Create contact** in GoHighLevel - When **New transaction** in PocketSmith then **Create task** in GoHighLevel ### From GoHighLevel to PocketSmith - When **New or updated contact** in GoHighLevel then **Add category** in PocketSmith - When **New or updated contact** in GoHighLevel then **Add transaction** in PocketSmith 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 GoHighLevel ## Triggers and actions 2 triggers ยท 45 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). - Trigger **New or updated contact** Triggered when a contact is created or updated in your HighLevel sub-account. - Action **Add or Remove Tags on Multiple Contacts** Adds or removes a list of tags on many contacts in one call. Choose add or remove, then supply the contact IDs and tags. - Action **Create appointment** Book a new calendar appointment. - Action **Create contact** Create a new contact in HighLevel. - Action **Create note** Add a note to a contact. - Action **Create opportunity** Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting. - Action **Create task** Create a task on a contact. - Action **Delete appointment** Cancel/delete a calendar event or appointment. - Action **Delete contact** Delete a contact. - Action **Delete note** Delete a note from a contact. - Action **Delete task** Delete a task from a contact. - Action **Find contacts** Search contacts by name, email, phone, or other criteria. - Action **Find conversations** Search conversations by contact or other criteria. - Action **Find opportunities** Search opportunities by pipeline, stage, contact, or other criteria. - Action **Get appointment** Retrieve a single calendar appointment by ID. - Action **Get calendar** Retrieve a single calendar's configuration by ID. - Action **Get contact** Retrieve a single contact by ID. - Action **Get conversation** Retrieve a single conversation by ID. - Action **Get note** Retrieve a single note on a contact. - Action **Get opportunity** Retrieve a single opportunity by ID. - Action **List calendar events** List calendar events within a date range. - Action **List calendars** List all calendars for the location. - Action **List notes** List all notes on a contact. - Action **List tasks** List all tasks on a contact. - Action **Remove tags from contact** Remove one or more tags from a contact. - Action **Send a message** Send an SMS, email, or other conversation message to a contact. - Action **Update appointment** Update an existing calendar appointment. - Action **Update contact** Update an existing contact's fields. - Action **Update note** Update an existing note on a contact. - Action **Update opportunity** Update an existing opportunity's fields. - Action **Update task** Update an existing task on a contact. - Action **Upsert contact** Create a contact or update it if a matching contact already exists. - Action **Upsert opportunity** Create an opportunity or update it if a matching one already exists. ## 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) - [ **GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients โ€” contacts...](https://apiant.ai/connections/gohighlevel) Reviews ## What our customers say ## More from PocketSmith - [ **PocketSmith to BlazePhoenix** BlazePhoenix is an on-chain decentralized-exchange aggregator.](https://apiant.ai/connect/pocketsmith-to-blazephoenix) - [ **PocketSmith to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/pocketsmith-to-mistral-ai) - [ **PocketSmith to Open Government, Argentina** Argentina Government Open Data. Public open-data portal โ€” 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) ## More into GoHighLevel - [ **SendGrid to GoHighLevel** SendGrid by Twilio โ€” email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-gohighlevel) - [ **Calendly to GoHighLevel** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-gohighlevel) - [ **MINDBODY to GoHighLevel** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-gohighlevel) - [ **PostgreSQL to GoHighLevel** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connect/postgresql-to-gohighlevel) - [ **Vercel to GoHighLevel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-gohighlevel) - [ **Apptoto to GoHighLevel** For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online...](https://apiant.ai/connect/apptoto-to-gohighlevel) Questions ## PocketSmith and GoHighLevel, 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 GoHighLevel when something happens in PocketSmith? Any of GoHighLevel's 32 actions, including Create appointment, Create contact, Create note and Create opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GoHighLevel to PocketSmith? Yes. When something happens in GoHighLevel, your agent can act in PocketSmith too. This page covers both directions: GoHighLevel's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or GoHighLevel? 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. ### ### Can my AI client use PocketSmith and GoHighLevel without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.