--- title: "Connect PocketSmith to JustCall - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Add Contact to Sales Dialer Campaign\" in JustCall." canonical: "https://apiant.ai/connect/pocketsmith-to-justcall" --- # Connect PocketSmith to JustCall When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add Contact to Sales Dialer Campaign** in [JustCall](https://apiant.ai/connections/justcall). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions JustCall **10** 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 JustCall 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 can start in JustCall - When **New transaction** in PocketSmith then **Add Contact to Sales Dialer Campaign** in JustCall - When **New transaction** in PocketSmith then **Update Contact** in JustCall 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 JustCall ## Triggers and actions 1 trigger · 23 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 **Add Contact to Sales Dialer Campaign** Adds a contact to a JustCall Sales Dialer campaign. Identify the contact by its Sales Dialer contact ID or by phone number; if the phone number does not match an existing contact, a new contact is created and added. Details passed for an existing contact update that contact. - Action **Add Sales Dialer Campaign** Creates a new Sales Dialer campaign. - Action **Delete Contact From Sales Dialer Campaign** This action allows you to delete a contact from an existing Sales Dialer Campaign - Action **Find Contact** Returns the JustCall contacts that match the specified phone number and/or first and last name. - Action **Get Contact** Retrieves a single JustCall contact by its id. - Action **List Contacts** Lists contacts in the JustCall account, optionally filtered by agent, phone number, name or status. Returns up to 500 contacts. - Action **List Phone Numbers** Lists the phone numbers on your JustCall account, optionally filtered by type, capability, owner, sharing or business hours setting. - Action **List Sales Dialer Campaigns** Returns all Sales Dialer campaigns on the account. - Action **List Users** Lists the users in your JustCall account, optionally filtered by availability, email, user group or role. - Action **Update Contact** Updates an existing contact in JustCall's Contacts, located by its id or its primary phone number. Contact status (DND/DNM/Blacklist) cannot be changed with this action. ## 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) - [ **JustCall** JustCall helps sales and support teams to connect easily with their leads & customers.](https://apiant.ai/connections/justcall) 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 — 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 JustCall - [ **HubSpot to JustCall** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-justcall) - [ **Salesforce to JustCall** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-justcall) - [ **Slack to JustCall** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-justcall) - [ **Google Sheets to JustCall** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-justcall) - [ **Gmail to JustCall** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-justcall) - [ **Google Calendar to JustCall** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-justcall) Questions ## PocketSmith and JustCall, 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 JustCall when something happens in PocketSmith? Any of JustCall's 10 actions, including Update Contact, Add Contact to Sales Dialer Campaign, Add Sales Dialer Campaign and Find Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JustCall to PocketSmith? JustCall has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads JustCall's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or JustCall? 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 JustCall 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.