Integration
Connect PocketSmith and SEOTakeoff
When New transaction fires in PocketSmith, your agent runs Generate Article in SEOTakeoff, or New Cluster Created in SEOTakeoff 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 SEOTakeoff 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 and SEOTakeoff can do together
From PocketSmith to SEOTakeoff
When New transaction in PocketSmith
then Generate Article in SEOTakeoff
From SEOTakeoff 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 SEOTakeoff
Triggers and actions 5 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).
- Article Generation Failed
Triggers when an article fails to generate. Use this to get alerts about failures and set up retry workflows.
- Article Published
Triggers when an article is published to your connected CMS.
- Article Ready
Triggers when an article finishes generating. Use this for notifications, auto-publishing, or adding to a review queue.
- New Cluster Created
Triggers when a new topic cluster is created.
- Find Article
Search for an article by title or keyword. Use this to get an article ID for other actions.
- Find Cluster
Search for a topic cluster by name. Use this to get a cluster ID for other actions.
- Generate Article
Generate a new SEO-optimized article from a keyword. The article will be created in the background.
- Research Keywords for Cluster
Find keyword ideas for a topic cluster using SEO research. Great for expanding your content plan.
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
More from PocketSmith
PocketSmith to Mistral AIMistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...
PocketSmith to Open Government, ArgentinaArgentina Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...
PocketSmith to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
PocketSmith to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
PocketSmith to StripeStripe is a payment processing platform for online businesses.
PocketSmith to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into SEOTakeoff
HubSpot to SEOTakeoffHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SEOTakeoffGoogle Sheets
Gmail to SEOTakeoffGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Drive to SEOTakeoffGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
PocketSmith and SEOTakeoff, 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 SEOTakeoff when something happens in PocketSmith?
Any of SEOTakeoff's 4 actions, including Find Article, Find Cluster, Generate Article and Research Keywords for Cluster. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SEOTakeoff to PocketSmith?
Yes. When something happens in SEOTakeoff, your agent can act in PocketSmith too. This page covers both directions: SEOTakeoff's triggers and PocketSmith's actions are listed here as well.
Do I have to build a connector for PocketSmith or SEOTakeoff?
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.