--- title: "Connect PocketSmith to SocialCrawl - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Find items by keyword\" in SocialCrawl." canonical: "https://apiant.ai/connect/pocketsmith-to-socialcrawl" --- # Connect PocketSmith to SocialCrawl When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Find items by keyword** in [SocialCrawl](https://apiant.ai/connections/socialcrawl). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions SocialCrawl **13** 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 SocialCrawl 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 SocialCrawl - When **New transaction** in PocketSmith then **Find items by keyword** in SocialCrawl - When **New transaction** in PocketSmith then **Get Reddit post** in SocialCrawl 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 SocialCrawl ## Triggers and actions 1 trigger · 26 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 items by keyword** Returns up to the ranked items from across social platforms (Reddit, X, YouTube, TikTok, Instagram, Hacker News, GitHub and more) that match the specified keyword. - Action **Get account balance** Returns your current SocialCrawl credit balance and the number of credit deductions in the last 24 hours. Costs no credits. - Action **Get Amazon product** Fetches an Amazon product's public listing data (price, rating, availability) by ASIN or URL. - Action **Get Facebook profile** Fetches a Facebook page or profile's public data by handle/URL. - Action **Get Instagram profile** Returns public profile information for an Instagram user, including follower and following counts, bio, profile picture and verification status. - Action **Get LinkedIn profile** Returns a LinkedIn member's public profile from its profile URL. - Action **Get Reddit post** Fetches a Reddit post by its URL, with its author, subreddit, score and comment count (comments themselves are not included). - Action **Get TikTok profile** Returns public profile information for a TikTok user by username or numeric user ID: followers, following, total likes, bio, avatar, verification and region. - Action **Get Twitter profile** Fetches an X/Twitter account's public profile by handle. - Action **Get YouTube channel** Fetches a YouTube channel's public profile by handle. - Action **List Instagram posts** Lists an Instagram account's public posts by handle. - Action **List TikTok posts** Lists a TikTok creator's public posts by handle. - Action **List YouTube videos** Lists public videos for a YouTube channel by handle. ## 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) - [ **SocialCrawl** Social and commerce data from 50+ platforms in one JSON schema](https://apiant.ai/connections/socialcrawl) 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 SocialCrawl - [ **Cincopa to SocialCrawl** Cincopa is multimedia solution allowing to handle all aspects of hosting, managing, publishing, and sharing...](https://apiant.ai/connect/cincopa-to-socialcrawl) - [ **Goaffpro to SocialCrawl** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/goaffpro-to-socialcrawl) - [ **Vision6 to SocialCrawl** Grow your business with powerful email and SMS marketing by using Vision6.](https://apiant.ai/connect/vision6-to-socialcrawl) - [ **HubSpot to SocialCrawl** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-socialcrawl) - [ **Salesforce to SocialCrawl** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-socialcrawl) - [ **Slack to SocialCrawl** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-socialcrawl) Questions ## PocketSmith and SocialCrawl, 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 SocialCrawl when something happens in PocketSmith? Any of SocialCrawl's 13 actions, including Find items by keyword, Get account balance, Get Amazon product and Get Facebook profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SocialCrawl to PocketSmith? SocialCrawl has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads SocialCrawl's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or SocialCrawl? 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 SocialCrawl 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.