Integration
Connect PocketSmith to mailfloss
When something happens in PocketSmith, your agent does the next thing in mailfloss. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want PocketSmith and mailfloss to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What PocketSmith can start in mailfloss
When New transaction in PocketSmith
then Add batch of emails for verification in mailfloss
When New transaction in PocketSmith
then Add data erasure request in mailfloss
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 mailfloss
Triggers and actions 1 trigger · 22 actions
Trigger
New transactionFires when a new transaction appears in the authorised user's PocketSmith accounts.
Action
Add categoryCreate a new category for the authorised user.
Action
Add transactionCreate a new transaction in a PocketSmith transaction account.
Action
Delete categoryDelete a category by id.
Action
Delete transactionDelete a transaction by id.
Action
Get accountRetrieve a single account by id.
Action
Get categoryRetrieve a single category by id.
Action
Get transactionRetrieve a single transaction by id.
Action
List accountsList all bank/investment accounts for the authorised user.
Action
List categoriesList all categories for the authorised user.
Action
List transaction accountsList the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
Action
List transactionsList transactions for the authorised user, with filters for date range, category, account, type and search text.
Action
Update categoryUpdate an existing category's title, colour or parent.
Action
Update transactionUpdate fields on an existing transaction (amount, payee, date, category, note, labels).
Action
Add batch of emails for verificationSubmits a batch of email addresses to mailfloss for asynchronous verification and returns the job id.
Action
Add data erasure requestSubmits a GDPR/CCPA-style erasure request that permanently deletes the given email addresses from your mailfloss account.
Action
Add EmailSubmits an email address to mailfloss for verification and returns the deliverability verdict.
Action
Cancel batch verification jobCancels a running mailfloss batch verification job. Credits already consumed before the cancellation are not refunded.
Action
Get account detailsReturns the details of the mailfloss account this connection belongs to.
Action
Get batch verification resultsRetrieve the verification results of a finished mailfloss batch verification job.
Action
Get batch verification statusReads the current progress of a mailfloss batch verification job: its state plus the running counts of imported, processed, passed and failed addresses. An error occurs if the job is not found.
Action
Get verification jobFetches a verification job by ID, including its status and verdict counts. An error occurs if the job is not found.
Action
List verification jobsReturns all verification jobs on the account, optionally filtered by source or status.
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
Reviews
What our customers say
More from PocketSmith
PocketSmith to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
PocketSmith to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
PocketSmith to StripeStripe is a payment processing platform for online businesses.
PocketSmith to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
PocketSmith to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
PocketSmith to NotionA new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
More into mailfloss
HubSpot to mailflossHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to mailflossSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to mailflossSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to mailflossGoogle Sheets
Gmail to mailflossGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to mailflossGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
PocketSmith and mailfloss, 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 mailfloss when something happens in PocketSmith?
Any of mailfloss's 9 actions, including Add batch of emails for verification, Add data erasure request, Add Email and Get account details. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from mailfloss to PocketSmith?
mailfloss has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads mailfloss's API documentation and adds it.
Do I have to build a connector for PocketSmith or mailfloss?
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.