--- title: "Connect PocketSmith and SOS Inventory - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Add invoice\" in SOS Inventory." canonical: "https://apiant.ai/connect/pocketsmith-to-sos-inventory" --- # Connect PocketSmith and SOS Inventory When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add invoice** in [SOS Inventory](https://apiant.ai/connections/sos-inventory), or **New Customer** in SOS Inventory to **Add category** in PocketSmith. Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions SOS Inventory **10** triggers SOS Inventory **26** 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 SOS Inventory 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 and SOS Inventory can do together ### From PocketSmith to SOS Inventory - When **New transaction** in PocketSmith then **Add invoice** in SOS Inventory - When **New transaction** in PocketSmith then **Add purchase order** in SOS Inventory ### From SOS Inventory to PocketSmith - When **New Customer** in SOS Inventory then **Add category** in PocketSmith - When **New Estimate** in SOS Inventory then **Add transaction** in 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 SOS Inventory ## Triggers and actions 11 triggers · 39 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). - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Estimate** - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Item** - Trigger **New Purchase Order** Triggers when a new purchase order is created. - Trigger **New Sales Order** Triggers when a new sales order is created. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created. - Trigger **New Shipment** Triggers when a new shipment is created. - Trigger **New Vendor** - Trigger **Updated Item Quantity** Triggers when an item quantity is updated. - Action **Add estimate** /api/v2/estimate. Creates an estimate. - Action **Add inventory adjustment** /api/v2/adjustment. Creates an inventory adjustment. - Action **Add invoice** /api/v2/invoice. Creates an invoice. - Action **Add item** /api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.). - Action **Add purchase order** /api/v2/purchaseorder. Creates a purchase order. - Action **Add transfer** /api/v2/transfer. Creates an inventory transfer between locations. - Action **Add vendor** /api/v2/vendor. Creates a vendor. - Action **Create Customer** Creates a new customer - Action **Create Sales Order** Creates a new sales order - Action **Create Sales Receipt** Creates a new sales receipt - Action **Find Customer** Finds a customer - Action **Find Sales Order** Finds a sales order - Action **Find vendors** /api/v2/vendor with query filters. Searches vendors. - Action **Get customer** /api/v2/customer/{id}. Retrieves one customer by id. - Action **Get estimate** Returns one estimate by id, including its lines and custom fields. - Action **Get inventory adjustment** Returns one inventory adjustment by id, including its lines. - Action **Get invoice** Returns one invoice by id. - Action **Get item** /api/v2/item/{id}. Retrieves one item by id. - Action **Get purchase order** Returns one purchase order by id. - Action **Get sales order** /api/v2/salesorder/{id}. Retrieves one sales order. - Action **Get sales receipt** Returns one sales receipt by id, including its lines and custom fields. - Action **Get transfer** Retrieves a single inventory transfer by id, including its from/to locations and lines. - Action **List items** /api/v2/item. Lists items with query filters and paging. - Action **Update customer** /api/v2/customer/{id}. Updates a customer; requires syncToken. - Action **Update item** /api/v2/item/{id}. Updates an item; requires current syncToken. - Action **Update sales order** /api/v2/salesorder/{id}. Updates a sales order; requires syncToken. ## 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) - [ **SOS Inventory** SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and...](https://apiant.ai/connections/sos-inventory) Reviews ## What our customers say ## More from PocketSmith - [ **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) - [ **PocketSmith to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pocketsmith-to-shopify) ## More into SOS Inventory - [ **HubSpot to SOS Inventory** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sos-inventory) - [ **Salesforce to SOS Inventory** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sos-inventory) - [ **Slack to SOS Inventory** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sos-inventory) - [ **Google Sheets to SOS Inventory** Google Sheets](https://apiant.ai/connect/google-sheets-to-sos-inventory) - [ **Gmail to SOS Inventory** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sos-inventory) - [ **Google Calendar to SOS Inventory** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sos-inventory) Questions ## PocketSmith and SOS Inventory, 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 SOS Inventory when something happens in PocketSmith? Any of SOS Inventory's 26 actions, including Create Customer, Create Sales Order, Create Sales Receipt and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SOS Inventory to PocketSmith? Yes. When something happens in SOS Inventory, your agent can act in PocketSmith too. This page covers both directions: SOS Inventory's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or SOS Inventory? 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 SOS Inventory 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.