# Connect PocketSmith and Rossum

When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Upload a Document** in [Rossum](https://apiant.ai/connections/rossum), or **Document Export** in Rossum 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 Rossum **1** trigger Rossum **9** 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 Rossum 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 and Rossum can do together

### From PocketSmith to Rossum

- When **New transaction** in PocketSmith then **Upload a Document** in Rossum
- When **New transaction** in PocketSmith then **Get document** in Rossum

### From Rossum to PocketSmith

- When **Document Export** in Rossum then **Add category** in PocketSmith
- When **Document Export** in Rossum 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 Rossum

## Triggers and actions 2 triggers · 22 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

**Document Export**

Triggers when a document is exported in Rossum.

- Action

**Add queue**

Create a queue.

- Action

**Confirm annotation**

Confirm an annotation.

- Action

**Delete annotation**

Delete an annotation.

- Action

**Get annotation**

Retrieve one annotation (extracted document data) by id.

- Action

**Get document**

Retrieve document metadata by id.

- Action

**Get queue**

Retrieve a queue by id.

- Action

**Start Annotation**

moves an annotation (e.g. to_review) into reviewing status so it can be confirmed; returns the annotation and session timeout.

- Action

**Update annotation**

Update an annotation (e.g. metadata, status).

- Action

**Upload a Document**

Uploads a document to one of Rossum queues

## 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)
- [ **Rossum** Rossum is cloud-based app that uses artificial intelligence to replicate the human approach to data...](https://apiant.ai/connections/rossum)

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 Rossum

- [ **HubSpot to Rossum** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rossum)
- [ **Google Sheets to Rossum** Google Sheets](https://apiant.ai/connect/google-sheets-to-rossum)
- [ **Gmail to Rossum** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rossum)
- [ **Google Calendar to Rossum** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rossum)
- [ **Google Drive to Rossum** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-rossum)
- [ **Mailchimp to Rossum** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-rossum)

Questions

## PocketSmith and Rossum, 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 Rossum when something happens in PocketSmith?

Any of Rossum's 9 actions, including Update annotation, Upload a Document, Add queue and Confirm annotation. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Rossum to PocketSmith?

Yes. When something happens in Rossum, your agent can act in PocketSmith too. This page covers both directions: Rossum's triggers and PocketSmith's actions are listed here as well.

###

### Do I have to build a connector for PocketSmith or Rossum?

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.