--- title: "Connect PocketSmith to Société.com - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Get Company Contacts\" in Société.com." canonical: "https://apiant.ai/connect/pocketsmith-to-societe-com" --- # Connect PocketSmith to Société.com When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Get Company Contacts** in [Société.com](https://apiant.ai/connections/societe-com). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Société.com **11** 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 Société.com 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 Société.com - When **New transaction** in PocketSmith then **Get Company Contacts** in Société.com - When **New transaction** in PocketSmith then **Get Event Alerts About a Company** in Société.com 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 Société.com ## Triggers and actions 1 trigger · 24 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 **Get Collective Proceedings** Returns the collective insolvency proceedings (receivership, liquidation, recovery or transfer plans) recorded for a French company, with the court-appointed administrators for each. - Action **Get Company Contacts** Returns the contact details on record for a French company (phone, email, website and similar), looked up by its SIREN, SIRET or VAT number. - Action **Get Company Executives** Returns the executives and corporate officers (current and past) of a French company, looked up by its SIREN, SIRET or VAT number. - Action **Get Company Identity** Returns a French company's core identity from Société.com: SIREN, head-office SIRET, VAT number, legal name, status, registration flags and whether a collective proceeding is ongoing. - Action **Get Establishments of a Company** Returns every establishment (head office and secondary sites) of a French company, with each site's SIRET, address, activity code and open/closed status. - Action **Get Event Alerts About a Company** Returns the list of registry events recorded for a French company (filings, changes of management, capital increases, legal-form changes and more), each with its date and label. - Action **Get Extra-Financial Score of the Company** Returns the scoring of a French company from Société.com, including its extra-financial score and financial score, looked up by SIREN, SIRET or VAT number. - Action **Get Financial Information of a Company** Returns a French company's published financial statements (balance sheets, income statement figures and ratios) along with its latest revenue and headcount. - Action **Get Legal Information of a Company** Returns the legal information of a French company — registration numbers, legal form, registered address, activity code, share capital and its INSEE, RCS and RNE registrations — from its SIREN, SIRET or VAT number. - Action **Search for a Company** Searches French companies on Société.com by name and returns the matching companies. - Action **Search for Establishments** Searches French establishments (company sites, identified by SIRET) by name and returns the matching establishments. ## 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) - [ **Société.com** Société.com is a free integration service for administrative, financial and non-financial information on...](https://apiant.ai/connections/societe-com) 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 Société.com - [ **HubSpot to Société.com** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-societe-com) - [ **Salesforce to Société.com** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-societe-com) - [ **Slack to Société.com** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-societe-com) - [ **Google Sheets to Société.com** Google Sheets](https://apiant.ai/connect/google-sheets-to-societe-com) - [ **Gmail to Société.com** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-societe-com) - [ **Google Calendar to Société.com** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-societe-com) Questions ## PocketSmith and Société.com, 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 Société.com when something happens in PocketSmith? Any of Société.com's 11 actions, including Get Collective Proceedings, Get Company Contacts, Get Company Executives and Get Company Identity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Société.com to PocketSmith? Société.com has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Société.com's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Société.com? 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 Société.com 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.