--- title: "Connect PocketSmith and Rendex - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Extract Text From a Web Page\" in Rendex." canonical: "https://apiant.ai/connect/pocketsmith-to-rendex" --- # Connect PocketSmith and Rendex When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Extract Text From a Web Page** in [Rendex](https://apiant.ai/connections/rendex), or **New Completed Screenshot** in Rendex 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 Rendex **1** trigger Rendex **13** 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 Rendex 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 Rendex can do together ### From PocketSmith to Rendex - When **New transaction** in PocketSmith then **Extract Text From a Web Page** in Rendex - When **New transaction** in PocketSmith then **Create Render Link** in Rendex ### From Rendex to PocketSmith - When **New Completed Screenshot** in Rendex then **Add category** in PocketSmith - When **New Completed Screenshot** in Rendex 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 Rendex ## Triggers and actions 2 triggers · 26 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 **New Completed Screenshot** Triggers when a background screenshot or PDF capture finishes. - Action **Capture Screenshot** Captures a webpage or HTML as a PNG, JPEG, WebP, or PDF file. - Action **Capture Screenshot (Background)** Queues a screenshot or PDF capture as a background job and returns a Job ID. - Action **Create Render Link** Create a hosted, auto-caching image or PDF link for a URL, HTML, or Markdown — perfect for og:image social preview tags. - Action **Extract Text From a Web Page** Get the clean article text (Markdown) from any URL. - Action **Find Website Watch** Finds a watch by ID and returns its current status and details. - Action **Generate PDF** Generates a PDF from a webpage or HTML with custom page size, margins, and orientation. - Action **Get Account** Returns the account's plan, usage, and upgrade info. - Action **Get Job Status** Finds a background job by ID and returns its status and result URL. - Action **List Website Watches** Returns all configured website watches for the account. - Action **List Website Watch Runs** Returns the run history (check results/changes) for a given website watch. - Action **Run a Check Now** Trigger an immediate check of a watch, outside its normal schedule. - Action **Test a Website Watch** Try out a watch on a page once, without creating it — check the page can be read and see what Rendex captures before you start monitoring. - Action **Update Website Watch** Change a watch's schedule, alerts, or settings — or pause and resume it. ## 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) - [ **Rendex** Rendex is a screenshot and rendering API that turns URLs or HTML into pixel-perfect images and PDFs.](https://apiant.ai/connections/rendex) 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 Rendex - [ **Padel Snipe to Rendex** Padel Snipe maintains a mapped directory of padel clubs across nine European countries.](https://apiant.ai/connect/padel-snipe-to-rendex) - [ **HubSpot to Rendex** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rendex) - [ **Google Sheets to Rendex** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rendex) - [ **Gmail to Rendex** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rendex) - [ **Google Calendar to Rendex** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rendex) - [ **Google Drive to Rendex** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-rendex) Questions ## PocketSmith and Rendex, 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 Rendex when something happens in PocketSmith? Any of Rendex's 13 actions, including Create Render Link, Update Website Watch, Capture Screenshot and Capture Screenshot (Background). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Rendex to PocketSmith? Yes. When something happens in Rendex, your agent can act in PocketSmith too. This page covers both directions: Rendex's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or Rendex? 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 Rendex 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.