Integration
Connect PocketSmith to Kit
When something happens in PocketSmith, your agent does the next thing in Kit. 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 Kit 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 Kit
Triggers and actions 8 triggers 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.
Action
Add categoryCreate a new category for the authorised user. POST /users/{id}/categories.
Action
Add transactionCreate a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
Action
Delete categoryDelete a category by id. DELETE /categories/{id}.
Action
Delete transactionDelete a transaction by id. DELETE /transactions/{id}.
Action
Get accountRetrieve a single account by id. GET /accounts/{id}.
Action
Get categoryRetrieve a single category by id. GET /categories/{id}.
Action
Get transactionRetrieve a single transaction by id. GET /transactions/{id}.
Action
Update categoryUpdate an existing category's title, colour or parent. PUT /categories/{id}.
Action
Update transactionUpdate fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
Trigger
New Form SubscriberTriggers when a subscription occurs on a specific form.
Trigger
New PurchaseTriggers when a new purchase is added to your account.
Trigger
New Sequence SubscriberTriggers when a subscriber is added to a sequence.
Trigger
New SubscriberTriggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
New UnsubscribeTriggers when a subscriber unsubscribes from your emails.
Trigger
Subscriber Added to TagTriggers when a specific tag is added to a subscriber.
Trigger
Tag Removed From SubscriberTriggers when a specific tag is removed from a subscriber.
Action
Add Subscriber to FormSubscribe someone to a specific form.
Action
Add Tag to SubscriberAdd a subscriber to a specific tag.
Action
Find SubscriberFinds an existing confirmed subscriber by email.
Action
Remove Tag From SubscriberRemove a specific tag from a subscriber if they have it.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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