Integration
Connect PocketSmith and Roam Research
When New transaction fires in PocketSmith, your agent runs Add Content to a Daily Note Page in Roam Research, or New Linked Reference of a Page / Block in Roam Research to Add category in PocketSmith. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want PocketSmith and Roam Research to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What PocketSmith and Roam Research can do together
From PocketSmith to Roam Research
When New transaction in PocketSmith
then Add Content to a Daily Note Page in Roam Research
From Roam Research to 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 Roam Research
Triggers and actions 3 triggers · 17 actions
- New transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts.
- Add category
Create a new category for the authorised user.
- Add transaction
Create a new transaction in a PocketSmith transaction account.
- Delete category
Delete a category by id.
- Delete transaction
Delete a transaction by id.
- Get account
Retrieve a single account by id.
- Get category
Retrieve a single category by id.
- Get transaction
Retrieve a single transaction by id.
- List accounts
List all bank/investment accounts for the authorised user.
- List categories
List all categories for the authorised user.
- List transaction accounts
List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
- List transactions
List transactions for the authorised user, with filters for date range, category, account, type and search text.
- Update category
Update an existing category's title, colour or parent.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels).
- New Linked Reference of a Page / Block
Triggers when a block in your Roam graph newly references the chosen page or block.
- New or Modified Linked Reference of a Page / Block
Triggers when a block in your Roam graph newly references the chosen page or block, or an existing referencing block is edited.
- Add Content to a Daily Note Page
Adds a new block of content to the daily note page for a given date in your Roam graph.
- Add Content to Page
Adds a new block of content to a page in your Roam graph, creating the page if it does not exist.
- Add Content Underneath an Existing Block in Your Graph
Adds a new block of content as a child of an existing block or page in your Roam graph.
- Get Data for a Page / Block
Returns the title or text, edit time and child blocks of a page or block in your Roam graph.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
PocketSmith and Roam Research, 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 Roam Research when something happens in PocketSmith?
Any of Roam Research's 4 actions, including Add Content to a Daily Note Page, Add Content to Page, Add Content Underneath an Existing Block in Your Graph and Get Data for a Page / Block . Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Roam Research to PocketSmith?
Yes. When something happens in Roam Research, your agent can act in PocketSmith too. This page covers both directions: Roam Research's triggers and PocketSmith's actions are listed here as well.
Do I have to build a connector for PocketSmith or Roam Research?
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 Roam Research 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.