--- title: "Connect PocketSmith to Strale - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Get transaction\" in Strale." canonical: "https://apiant.ai/connect/pocketsmith-to-strale" --- # Connect PocketSmith to Strale When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Get transaction** in [Strale](https://apiant.ai/connections/strale). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Strale **12** 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 Strale 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 Strale - When **New transaction** in PocketSmith then **Get transaction** in Strale - When **New transaction** in PocketSmith then **Verify transaction** in Strale 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 Strale ## Triggers and actions 1 trigger · 25 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 **Assess web3 counterparty** Returns a decision-ready verdict (proceed, review, block or insufficient evidence) about an on-chain counterparty such as a wallet, contract, token, protocol, bridge or domain, with reason codes, critical flags and an audit link. - Action **Execute capability** Runs a Strale capability, either a specific one by its slug or the best match for a plain-language task, and returns its result. - Action **Find capabilities by description** Finds the Strale capabilities or solutions that best match a plain-language description of a task, ranked by confidence. - Action **Get capability** Returns the details of one Strale capability, including its input and output schema, pricing and data source. - Action **Get solution** Returns one Strale solution by its slug, including its steps, pricing, data sources and freshness. - Action **Get transaction** Returns the full detail of one capability transaction, including its status, output, price, provenance and audit trail. - Action **Get wallet balance** Returns the current prepaid wallet balance of your Strale account. - Action **List capabilities** Returns the full catalog of active Strale capabilities with their pricing and input schemas. - Action **List solutions** Returns all active Strale bundled solutions with their pricing and step counts, optionally filtered by category. - Action **List transactions** Returns the history of capability executions (transactions) on your Strale account, with status, price and timing. - Action **List wallet transactions** Returns the wallet's top-up and credit history. - Action **Verify transaction** Verifies a Strale transaction's integrity by recomputing its content hash and checking the recorded audit chain behind it. ## 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) - [ **Strale** Unified API giving AI agents/developers verified access to 200+ scored capabilities (company data...](https://apiant.ai/connections/strale) 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 Strale - [ **HubSpot to Strale** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-strale) - [ **Salesforce to Strale** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-strale) - [ **Slack to Strale** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-strale) - [ **Google Sheets to Strale** Google Sheets](https://apiant.ai/connect/google-sheets-to-strale) - [ **Gmail to Strale** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-strale) - [ **Google Calendar to Strale** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-strale) Questions ## PocketSmith and Strale, 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 Strale when something happens in PocketSmith? Any of Strale's 12 actions, including Assess web3 counterparty, Execute capability, Find capabilities by description and Get capability. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Strale to PocketSmith? Strale has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Strale's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Strale? 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 Strale 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.