# Connect PocketSmith to HTML to Image

When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Convert HTML to Image** in [HTML to Image](https://apiant.ai/connections/html-to-image). Describe the whole flow and it is built, tested on every scenario and kept running.

PocketSmith **1** trigger PocketSmith **13** actions HTML to Image **4** 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 HTML to Image 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 HTML to Image

- When **New transaction** in PocketSmith then **Convert HTML to Image** in HTML to Image
- When **New transaction** in PocketSmith then **Convert HTML to PDF** in HTML to Image

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 HTML to Image

## Triggers and actions 1 trigger · 17 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

**Convert HTML to Image**

Generate Image from HTML and CSS Code

- Action

**Convert HTML to PDF**

Generate PDF from HTML and CSS Code

- Action

**Convert URL to Image (Screenshot a Website)**

Capture Screenshot of any Website or Webpage from URL

- Action

**Convert URL to PDF**

Generate PDF file of any Website or Webpage from URL

## 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)
- [ **HTML to Image** HTML to Image is a Powerful Image Generation API to convert HTML/CSS to Image and to take screenshots of...](https://apiant.ai/connections/html-to-image)

Reviews

## What our customers say

## More from PocketSmith

- [ **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 — 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)

## More into HTML to Image

- [ **Google BigQuery to HTML to Image** BigQuery is Google's serverless and highly scalable enterprise data warehouse, designed to make all your...](https://apiant.ai/connect/google-bigquery-to-html-to-image)
- [ **HubSpot to HTML to Image** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-html-to-image)
- [ **Salesforce to HTML to Image** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-html-to-image)
- [ **Slack to HTML to Image** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-html-to-image)
- [ **Google Sheets to HTML to Image** Google Sheets](https://apiant.ai/connect/google-sheets-to-html-to-image)
- [ **Gmail to HTML to Image** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-html-to-image)

Questions

## PocketSmith and HTML to Image, 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 HTML to Image when something happens in PocketSmith?

Any of HTML to Image's 4 actions, including Convert HTML to Image, Convert HTML to PDF, Convert URL to Image (Screenshot a Website) and Convert URL to PDF. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from HTML to Image to PocketSmith?

HTML to Image has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads HTML to Image's API documentation and adds it.

###

### Do I have to build a connector for PocketSmith or HTML to Image?

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.