--- title: "Connect PocketSmith to Mintlify - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Send agent job follow-up message\" in Mintlify." canonical: "https://apiant.ai/connect/pocketsmith-to-mintlify" --- # Connect PocketSmith to Mintlify When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Send agent job follow-up message** in [Mintlify](https://apiant.ai/connections/mintlify). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Mintlify **7** 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 Mintlify 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 Mintlify - When **New transaction** in PocketSmith then **Send agent job follow-up message** in Mintlify - When **New transaction** in PocketSmith then **List page views** in Mintlify 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 Mintlify ## Triggers and actions 1 trigger · 20 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 agent job** Creates a Mintlify agent job that edits your documentation in the background from a prompt. If the agent changes files, Mintlify opens a pull request. - Action **Get agent job** Retrieves the current status and details of a Mintlify agent job, including its pull request link once created. - Action **Get update status** Get the status and details of a documentation update (deployment) from the status ID returned when the update was triggered. - Action **List page views** Returns site-wide and per-page content view counts, split by human and AI traffic, optionally limited to a date range. - Action **List unique visitors** Returns site-wide and per-page unique visitor counts, split by human and AI traffic, for an optional date range. - Action **Send agent job follow-up message** Sends a follow-up instruction to an existing Mintlify agent job. The agent processes the message asynchronously; use Get agent job to track progress. - Action **Trigger preview deployment** Create or update a preview deployment for a Git branch. If a preview already exists for the branch, it triggers a redeployment. ## 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) - [ **Mintlify** Documentation platform for hosting API and product docs, keeping them synced with code and searchable by AI...](https://apiant.ai/connections/mintlify) 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 Mintlify - [ **Asana to Mintlify** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-mintlify) - [ **Intercom to Mintlify** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-mintlify) - [ **Freshdesk to Mintlify** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-mintlify) - [ **HubSpot to Mintlify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mintlify) - [ **Salesforce to Mintlify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mintlify) - [ **Slack to Mintlify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mintlify) Questions ## PocketSmith and Mintlify, 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 Mintlify when something happens in PocketSmith? Any of Mintlify's 7 actions, including Send agent job follow-up message, Add agent job, Get agent job and Get update status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mintlify to PocketSmith? Mintlify has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Mintlify's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Mintlify? 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 Mintlify 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.