--- title: "Connect PocketSmith and Squarespace Commerce - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Create Contact\" in Squarespace Commerce." canonical: "https://apiant.ai/connect/pocketsmith-to-squarespace-commerce" --- # Connect PocketSmith and Squarespace Commerce When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Create Contact** in [Squarespace Commerce](https://apiant.ai/connections/squarespace-commerce), or **New Profile** in Squarespace Commerce 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 Squarespace Commerce **2** triggers Squarespace Commerce **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 Squarespace Commerce 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 Squarespace Commerce can do together ### From PocketSmith to Squarespace Commerce - When **New transaction** in PocketSmith then **Create Contact** in Squarespace Commerce - When **New transaction** in PocketSmith then **Fulfill order** in Squarespace Commerce ### From Squarespace Commerce to PocketSmith - When **New Profile** in Squarespace Commerce then **Add category** in PocketSmith - When **New Transaction** in Squarespace Commerce 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 Squarespace Commerce ## Triggers and actions 3 triggers · 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). - Trigger **New Profile** Triggers when a new customer, subscriber or donor profile is added to the Squarespace site. - Trigger **New Transaction** Triggers when a new payment transaction document (for an order or a donation) appears in your Squarespace store. - Action **Create Contact** Creates a new contact on your Squarespace site with a name, locale and primary email, optionally opting them in to marketing emails. - Action **Delete product** Deletes a product, along with its variants and images, from the Squarespace store. - Action **Fulfill order** Marks a Squarespace Commerce order as fulfilled, optionally adding shipment tracking details and emailing the customer a shipping notification. - Action **Get contact** Returns a single contact from your Squarespace site, including name, locale, primary email with marketing status, and default shipping address. - Action **Get order** Returns a single Squarespace Commerce order by its id, including line items, totals, addresses, payment state and fulfillment status. - Action **Get product** Returns a store product by its id, including its variants, pricing, stock, images and SEO details. - Action **List contacts** Returns all contacts for the Squarespace website, including names, locale, primary email with marketing status and default shipping address. - Action **List discounts** Returns the discounts and promo codes configured for the Squarespace store, optionally filtered by status, type or a search term. - Action **List inventory** Returns the current stock level of every product variant in the store, including its SKU, description, quantity and whether stock is unlimited. - Action **List orders** Returns the store's orders, most recently modified first, optionally narrowed to one customer, a modification date range, a fulfillment status or payment states. - Action **List products** Returns the products in your Squarespace store, optionally narrowed by product type, a search term, or a last-modified date range. - Action **List transactions** Returns the financial transactions for your store's orders and donations, grouped per order or donation, optionally filtered by modification date or order. - Action **Update inventory** Adjusts stock quantities for product variants: add or subtract stock, set an exact quantity, or mark variants as having unlimited stock. ## 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) - [ **Squarespace Commerce** Squarespace Commerce is a website builder, blogging platform, hosting service, commerce platform, and domain...](https://apiant.ai/connections/squarespace-commerce) 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 Squarespace Commerce - [ **HubSpot to Squarespace Commerce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-squarespace-commerce) - [ **Salesforce to Squarespace Commerce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-squarespace-commerce) - [ **Slack to Squarespace Commerce** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-squarespace-commerce) - [ **Google Sheets to Squarespace Commerce** Google Sheets](https://apiant.ai/connect/google-sheets-to-squarespace-commerce) - [ **Gmail to Squarespace Commerce** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-squarespace-commerce) - [ **Google Calendar to Squarespace Commerce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-squarespace-commerce) Questions ## PocketSmith and Squarespace Commerce, 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 Squarespace Commerce when something happens in PocketSmith? Any of Squarespace Commerce's 13 actions, including Create Contact, Update inventory, Fulfill order and Get contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Squarespace Commerce to PocketSmith? Yes. When something happens in Squarespace Commerce, your agent can act in PocketSmith too. This page covers both directions: Squarespace Commerce's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or Squarespace Commerce? 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 Squarespace Commerce 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.