# Connect PocketSmith to PushAlert - Web Push Notifications When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add segment** in [PushAlert - Web Push Notifications](https://apiant.ai/connections/pushalert-web-push-notifications). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions PushAlert - Web Push Notifications **8** 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 PushAlert - Web Push Notifications to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 PushAlert - Web Push Notifications - When **New transaction** in PocketSmith then **Add segment** in PushAlert - Web Push Notifications - When **New transaction** in PocketSmith then **Send Notification to All Subscribers** in PushAlert - Web Push Notifications 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 PushAlert - Web Push Notifications ## Triggers and actions 1 trigger · 21 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 segment** Create a segment. - Action **Delete scheduled notification** Delete a not-yet-sent scheduled notification. - Action **Delete segment** Delete a segment. - Action **Get notification stats** Delivered, clicked, CTR stats for a notification. - Action **Send Notification to All Subscribers** Using this endpoint you can send a notification to all subscribers. You can also schedule notifications to be sent out at a particular time (plan dependent) or send notifications to a particular audience. - Action **Send notification to a segment** Send a push notification to a segment. - Action **Send Notification to a Single Subscriber** Send notification to a Single Subscriber using their Subscriber ID. - Action **Send notification to multiple subscribers** ## 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) - [ **PushAlert - Web Push Notifications** PushAlert is a user engagement, retention and marketing automation platform which allows you to push...](https://apiant.ai/connections/pushalert-web-push-notifications) Reviews ## What our customers say ## More from PocketSmith - [ **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) - [ **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 PushAlert - Web Push Notifications - [ **HubSpot to PushAlert - Web Push Notifications** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pushalert-web-push-notifications) - [ **Salesforce to PushAlert - Web Push Notifications** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pushalert-web-push-notifications) - [ **Slack to PushAlert - Web Push Notifications** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pushalert-web-push-notifications) - [ **Google Sheets to PushAlert - Web Push Notifications** Google Sheets](https://apiant.ai/connect/google-sheets-to-pushalert-web-push-notifications) - [ **Gmail to PushAlert - Web Push Notifications** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pushalert-web-push-notifications) - [ **Google Calendar to PushAlert - Web Push Notifications** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pushalert-web-push-notifications) Questions ## PocketSmith and PushAlert - Web Push Notifications, 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 PushAlert - Web Push Notifications when something happens in PocketSmith? Any of PushAlert - Web Push Notifications's 8 actions, including Send Notification to All Subscribers, Send notification to a segment, Send Notification to a Single Subscriber and Send notification to multiple subscribers. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PushAlert - Web Push Notifications to PocketSmith? PushAlert - Web Push Notifications has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads PushAlert - Web Push Notifications's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or PushAlert - Web Push Notifications? 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.