--- title: "Connect PocketSmith to Mistral AI - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Extract text from document (OCR)\" in Mistral AI." canonical: "https://apiant.ai/connect/pocketsmith-to-mistral-ai" --- # Connect PocketSmith to Mistral AI When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Extract text from document (OCR)** in [Mistral AI](https://apiant.ai/connections/mistral-ai). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Mistral AI **10** 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 Mistral AI 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) PocketSmith holds the transactions coming off your bank feeds, and Mistral AI can read, classify and describe text, documents and images. Joining them lets each new transaction in PocketSmith be checked, categorised or turned into readable or spoken text with Mistral AI, and the result written back onto the transaction record. Example flows ## What PocketSmith can start in Mistral AI - When **New transaction** in PocketSmith then **Extract text from document (OCR)** in Mistral AI - When **New transaction** in PocketSmith then **Add file** in Mistral AI 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 Mistral AI ## Triggers and actions 1 trigger · 23 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 file** Uploads a file (for batch, fine-tuning, or OCR input) to Mistral storage. - Action **Analyze Image (Vision)** Analyze an image with a vision-capable Mistral model via Chat Completions. - Action **Create Embeddings** Generate text embeddings using Mistral AI models - Action **Delete file** Deletes a previously uploaded file by id. - Action **Extract text from document (OCR)** Runs OCR over a document/image and returns extracted markdown/text. - Action **Generate code completion** Fill-in-the-middle code completion given a prompt and suffix. - Action **Generate speech** Synthesizes spoken audio from text using a selected voice. - Action **List models** Lists all models available to the account (base + fine-tuned). - Action **Moderate content** Classifies text (or chat) input for policy-violation categories via a moderation model. - Action **Transcribe audio** Transcribes an audio file to text. ## 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) - [ **Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connections/mistral-ai) 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 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) - [ **PocketSmith to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pocketsmith-to-shopify) ## More into Mistral AI - [ **Brevo to Mistral AI** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-mistral-ai) - [ **OneDrive to Mistral AI** OneDrive is Microsoft’s cloud storage solution enabling users to store, sync, and share files across...](https://apiant.ai/connect/onedrive-to-mistral-ai) - [ **Google Docs to Mistral AI** Google Docs is a cloud-based word processor with real-time collaboration, version history, and integration...](https://apiant.ai/connect/google-docs-to-mistral-ai) - [ **CRUSH to Mistral AI** CRUSH is an AI powered second brain helping you collect a thought, organize it and take action.](https://apiant.ai/connect/crush-to-mistral-ai) - [ **DocumentPro to Mistral AI** DocumentPro is an accurate and customizable document data capture platform powered by LLMs](https://apiant.ai/connect/documentpro-to-mistral-ai) - [ **Dropbox to Mistral AI** Dropbox cloud file storage. Upload, download, move, copy, delete, and search files and folders; create...](https://apiant.ai/connect/dropbox-to-mistral-ai) Questions ## PocketSmith and Mistral AI, answered ### ### Can Mistral AI set the category on a PocketSmith transaction? Mistral AI cannot write to PocketSmith itself, but the agent can list your PocketSmith categories, use Mistral AI embeddings to find the closest match, then call Update transaction in PocketSmith. The agent tests every scenario, including transactions that already carry a category. ### ### 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 Mistral AI when something happens in PocketSmith? Any of Mistral AI's 10 actions, including Analyze Image (Vision), Extract text from document (OCR), Generate speech and Moderate content. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mistral AI to PocketSmith? Mistral AI has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Mistral AI's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Mistral AI? 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 Mistral AI 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.