--- title: "Connect PocketSmith and Podio - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Create Task\" in Podio, or \"Item Updated\" in Podio to \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/pocketsmith-to-podio" --- # Connect PocketSmith and Podio When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Create Task** in [Podio](https://apiant.ai/connections/podio), or **Item Updated** in Podio to **Add category** in PocketSmith. Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Podio **8** triggers Podio **14** 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 Podio 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 and Podio can do together ### From PocketSmith to Podio - When **New transaction** in PocketSmith then **Create Task** in Podio - When **New transaction** in PocketSmith then **Update task** in Podio ### From Podio to PocketSmith - When **Item Updated** in Podio then **Add category** in PocketSmith - When **New Activity** in Podio then **Add transaction** in PocketSmith 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 Podio ## Triggers and actions 9 triggers · 27 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). - Trigger **Item Updated** Fires when an item in the chosen Podio app is created or edited (each new item revision). - Trigger **New Activity** Fires when activity occurs on any object (item, status, task, action, file) in the connected user's global Podio stream. - Trigger **New Application** Fires when a new Podio app becomes available to the connected user. - Trigger **New Item** Triggers when you add a new item, record or entry to an app (standard or custom). - Trigger **New Organization** Triggers when you add a new organization. - Trigger **New Task** Triggers when you add a new task. - Trigger **New View** Fires when a new view is created on a Podio app. - Trigger **New Workspace** Fires when a new workspace appears among the workspaces you are a member of, across all your organizations. - Action **Add comment** Add a comment to an object (item, task, status). - Action **Attach File** Upload a file to Podio and attach it to an item, task, comment, or status message. - Action **Create Item** Create a new item, record or entry inside an app (standard or custom). - Action **Create Status** Add a status update to a workspace stream. - Action **Create Task** Create a new task. - Action **Delete item** Delete an item. - Action **Find Item** Find an item by title in an app. - Action **Get app** Get an app definition including fields. - Action **Get item** Get an item by id. - Action **Get Status** Returns a status message posted to a workspace, with its text and author. - Action **Get task** Get a task by id. - Action **List items** List items in an app with paging/sort. - Action **Update Item** Update an item, record or entry inside an app (standard or custom). - Action **Update task** Update a task's text, due date, responsible etc. ## 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) - [ **Podio** Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in...](https://apiant.ai/connections/podio) 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 Podio - [ **HubSpot to Podio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-podio) - [ **Google Sheets to Podio** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-podio) - [ **Gmail to Podio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-podio) - [ **Google Calendar to Podio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-podio) - [ **Google Drive to Podio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-podio) - [ **Mailchimp to Podio** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-podio) Questions ## PocketSmith and Podio, 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 Podio when something happens in PocketSmith? Any of Podio's 14 actions, including Create Item, Create Status, Create Task and Update Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Podio to PocketSmith? Yes. When something happens in Podio, your agent can act in PocketSmith too. This page covers both directions: Podio's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or Podio? 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 Podio 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.