--- title: "Connect PocketSmith to KlickTipp - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Add or Update Contact\" in KlickTipp." canonical: "https://apiant.ai/connect/pocketsmith-to-klicktipp" --- # Connect PocketSmith to KlickTipp When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add or Update Contact** in [KlickTipp](https://apiant.ai/connections/klicktipp). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions KlickTipp **18** 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 KlickTipp 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 KlickTipp - When **New transaction** in PocketSmith then **Add or Update Contact** in KlickTipp - When **New transaction** in PocketSmith then **Update Contact** in KlickTipp 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 KlickTipp ## Triggers and actions 1 trigger · 31 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 or Update Contact** Adds a contact to KlickTipp, or updates it when the email already exists, optionally through an opt-in process and with a tag. - Action **Create Data Field** Creates a custom data field for contacts. - Action **Create Tag** Creates a manual tag. - Action **Delete Contact** Deletes a contact permanently. - Action **Delete Tag** Deletes a tag. - Action **Get Data Field** Returns a data field with its type and category. - Action **Get Opt-In Process** Returns an opt-in process with its confirmation pages. - Action **Get Tag** Returns a tag. - Action **List Contacts** Returns the IDs of all contacts, optionally filtered by subscription or bounce status. - Action **List Tags** Returns every manual tag in the account. - Action **Search Contact ID** Finds the ID of the contact with a given email address. - Action **Search Redirect URL** Returns the page a contact should be sent to next in an opt-in process (pending or thank-you page). - Action **Search Tagged Contacts** Returns the contacts that carry a tag, with when each was tagged. - Action **Tag Contact** Applies one or more tags to a contact, which can start campaigns tied to those tags. - Action **Unsubscribe Contact** Unsubscribes a contact so it receives no more emails. - Action **Untag Contact** Removes a tag from a contact. - Action **Update Contact** Changes a contact's email, SMS number or data fields. - Action **Update Tag** Renames a tag or changes its description. ## 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) - [ **KlickTipp** KlickTipp is an email marketing service provider.](https://apiant.ai/connections/klicktipp) 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 KlickTipp - [ **HubSpot to KlickTipp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klicktipp) - [ **Salesforce to KlickTipp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-klicktipp) - [ **Slack to KlickTipp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-klicktipp) - [ **Google Sheets to KlickTipp** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-klicktipp) - [ **Gmail to KlickTipp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-klicktipp) - [ **Google Calendar to KlickTipp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-klicktipp) Questions ## PocketSmith and KlickTipp, 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 KlickTipp when something happens in PocketSmith? Any of KlickTipp's 18 actions, including Create Data Field, Create Tag, Update Contact and Update Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from KlickTipp to PocketSmith? KlickTipp has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads KlickTipp's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or KlickTipp? 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 KlickTipp 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.