Connect PocketSmith to Sofya

Both apps 18PocketSmith 14Sofya 4

• 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
  Extract page content

  Fetches a web page and uses AI to extract the information you ask for, returning a text answer.

• Action
  Fetch page

  Fetches one or more web pages or documents (PDF, DOCX and more) and returns their content as clean markdown.

• Action
  Research topic

  Researches a topic across multiple web sources and returns a synthesized report with citations.

• Action
  Search web

  Searches the web for a query and returns matching pages with their extracted content, optionally with an AI-written answer.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.