Integration
Connect PocketSmith to Manifestly Checklists Agent
When something happens in PocketSmith, your agent does the next thing in Manifestly Checklists Agent. 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 Manifestly Checklists Agent 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.
Ask the assistant
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Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with PocketSmith and Manifestly Checklists Agent
Triggers and actions 2 triggers ยท 14 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.
- Add category
Create a new category for the authorised user. POST /users/{id}/categories.
- Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
- Delete category
Delete a category by id. DELETE /categories/{id}.
- Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
- Get account
Retrieve a single account by id. GET /accounts/{id}.
- Get category
Retrieve a single category by id. GET /categories/{id}.
- Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
- Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
Trigger
Run LateTriggers when a run is late.
- Change Step State
Completes, reopens, skips, starts, stops or stores data on a step of a Manifestly checklist run.
- Get Run
Look up one checklist run by its id and return its current details, including its title, state, progress, notes, tags and the workflow it came from.
- List Run Steps
Returns the steps of a checklist run
- List Workflows
Returns the checklist workflows in your Manifestly account.
- Run Workflow
Starts a new run of a Manifestly checklist workflow, optionally naming it, scheduling it and assigning the people who take part.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.