Integration
Connect PocketSmith to Relevance AI
When something happens in PocketSmith, your agent does the next thing in Relevance AI. 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 Relevance AI 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 Relevance AI
Triggers and actions 1 trigger 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}.
Action
Get TaskGet a single task (conversation thread) by ID for an agent, including status and messages. Endpoint hint: Agent.getTask / task status polling.
- List Tasks
List tasks (conversation threads) for an agent, paginated/sortable/filterable by status. Endpoint hint: Agent.getTasks.
- Message Agent
Sends a message to an Agent. Doesn't wait for a response.
- Message Workforce
Sends a message to a Workforce. Doesn't wait for a response.
- Run Tool
Execute a Tool in Relevance AI. Waits for a response for up to 60 seconds.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.