--- title: "Connect PocketSmith to Represent by Open North - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Find representatives by point\" in Represent by Open North." canonical: "https://apiant.ai/connect/pocketsmith-to-represent-by-open-north" --- # Connect PocketSmith to Represent by Open North When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Find representatives by point** in [Represent by Open North](https://apiant.ai/connections/represent-by-open-north). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Represent by Open North **7** 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 Represent by Open North 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 can start in Represent by Open North - When **New transaction** in PocketSmith then **Find representatives by point** in Represent by Open North - When **New transaction** in PocketSmith then **Find representatives by postal code** in Represent by Open North 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 Represent by Open North ## Triggers and actions 1 trigger · 20 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 **Find representatives by point** Find elected officials for a given latitude/longitude. - Action **Find representatives by postal code** Look up elected officials and boundaries covering a Canadian postal code. - Action **List boundaries** Paginated list of electoral boundaries. - Action **List boundaries covering a point** Find electoral boundaries containing a given latitude/longitude. - Action **List boundary sets** List available boundary sets (groups of electoral districts, e.g. federal-electoral-districts, toronto-wards). - Action **List candidates** Paginated list of electoral candidates for tracked elections. - Action **List representatives** Paginated list of elected officials. ## 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) - [ **Represent by Open North** Represent, run by Open North, maps Canadian addresses and postcodes to their elected representatives at...](https://apiant.ai/connections/represent-by-open-north) 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 Represent by Open North - [ **HubSpot to Represent by Open North** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-represent-by-open-north) - [ **Salesforce to Represent by Open North** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-represent-by-open-north) - [ **Slack to Represent by Open North** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-represent-by-open-north) - [ **Google Sheets to Represent by Open North** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-represent-by-open-north) - [ **Gmail to Represent by Open North** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-represent-by-open-north) - [ **Google Calendar to Represent by Open North** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-represent-by-open-north) Questions ## PocketSmith and Represent by Open North, 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 Represent by Open North when something happens in PocketSmith? Any of Represent by Open North's 7 actions, including Find representatives by point, Find representatives by postal code, List boundaries and List boundaries covering a point. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Represent by Open North to PocketSmith? Represent by Open North has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Represent by Open North's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Represent by Open North? 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 Represent by Open North 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.