Integration
Connect PocketSmith to SendMails
When something happens in PocketSmith, your agent does the next thing in SendMails. Describe it 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 SendMails to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 can start in SendMails
When New transaction in PocketSmith
then Add Campaign in SendMails
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 SendMails
Triggers and actions 1 trigger · 31 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).
- Add Campaign
Create a new email campaign.
- Add List
Create a new audience list.
- Create New Subscriber
Add a new susbcriber to the list
- Delete Campaign
Delete a campaign.
- Delete List
Deletes an audience list in SendMails.
- Delete Subscriber
Delete a subscriber.
- Find Subscriber by Email
Returns the subscribers that match the specified email address.
- Get a Specific Subscriber
Get information about a specific subscriber
- Get Campaign
Retrieves the details of a specific SendMails campaign by its UID.
- Get List
Get information about a specific audience list.
- List Campaigns
Get information about all campaigns.
- List Lists
Returns information about all audience lists in the SendMails account.
- List Subscribers
Display a list's subscribers.
- Run Campaign
Starts sending a SendMails campaign.
- Subscribe Subscriber
Re-subscribes an existing subscriber to a mailing list in SendMails.
- Unsubscribe Subscriber
Unsubscribe a subscriber from a list.
- Update Campaign
Update an existing campaign's settings.
- Update Subscriber
Update a subscriber for a mail list.
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 SendMails, 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 SendMails when something happens in PocketSmith?
Any of SendMails's 18 actions, including Create New Subscriber, Update Campaign, Update Subscriber and Add Campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SendMails to PocketSmith?
SendMails has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads SendMails's API documentation and adds it.
Do I have to build a connector for PocketSmith or SendMails?
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.