Integration
Connect PocketSmith to Mailopost
When New transaction fires in PocketSmith, your agent runs Add campaign in Mailopost. Describe the whole flow 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 Mailopost 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 Mailopost
When New transaction in PocketSmith
then Add campaign in Mailopost
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 Mailopost
Triggers and actions 1 trigger · 31 actions
- New transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts.
- Add category
Create a new category for the authorised user.
- Add transaction
Create a new transaction in a PocketSmith transaction account.
- Delete category
Delete a category by id.
- Delete transaction
Delete a transaction by id.
- Get account
Retrieve a single account by id.
- Get category
Retrieve a single category by id.
- Get transaction
Retrieve a single transaction by id.
- List accounts
List all bank/investment accounts for the authorised user.
- List categories
List all categories for the authorised user.
- List transaction accounts
List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
- List transactions
List transactions for the authorised user, with filters for date range, category, account, type and search text.
- Update category
Update an existing category's title, colour or parent.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels).
- Add campaign
Creates a draft email campaign addressed to recipient lists or a segment. Send it afterwards with Send campaign.
- Add list
Creates a new recipient list (group) in Mailopost with the given title.
- Add recipient
Adds a recipient (subscriber) to a Mailopost recipient list, optionally with parameter values and tags.
- Add template
Creates a single-send email template (in draft state) that can later be used to send personalized emails.
- Delete list
Deletes a recipient list (group) from your Mailopost account.
- Delete recipient
Deletes a recipient from a Mailopost recipient list (group).
- Find recipients
Finds a recipient by email address and returns every recipient group they belong to, with their recipient id in each.
- Get campaign
Returns a campaign's details, including its sender, content, status, recipient count, billing info and delivery statistics.
- Get list
Returns the id and name of a recipient list (group).
- Get recipient
Returns one recipient in a recipient group, including email, status, parameter values and tags.
- Get template
Returns a single-send email template's details: name, subject, sender, moderation state and substitution parameters.
- List lists
Returns the recipient lists (groups) in your Mailopost account, with each list's id and title.
- List recipients
Returns the recipients in a Mailopost recipient group, with their status, parameter values and tags.
- List templates
Returns the single-send email templates in your Mailopost account.
- Send campaign
Sends a previously created draft campaign to its recipients immediately and returns the campaign with its new status.
- Update list
Renames an existing recipient group (list) in Mailopost.
- Update recipient
Updates a recipient's email, parameter values and tags in a recipient list.
- Update template
Updates an existing single-send email template. Only the fields you fill in are changed.
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
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Questions
PocketSmith and Mailopost, 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 Mailopost when something happens in PocketSmith?
Any of Mailopost's 18 actions, including Send campaign, Update list, Update recipient and Update template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mailopost to PocketSmith?
Mailopost has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Mailopost's API documentation and adds it.
Do I have to build a connector for PocketSmith or Mailopost?
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.