Integration
Connect PocketSmith and Supernotes
When something happens in PocketSmith or Supernotes, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want PocketSmith and Supernotes to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What PocketSmith and Supernotes can do together
From PocketSmith to Supernotes
When New transaction in PocketSmith
then Add card in Supernotes
From Supernotes to 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 Supernotes
Triggers and actions 2 triggers · 28 actions
- New transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts.
- Add category
Create a new category for the authorised user.
- Add transaction
Create a new transaction in a PocketSmith transaction account.
- Delete category
Delete a category by id.
- Delete transaction
Delete a transaction by id.
- Get account
Retrieve a single account by id.
- Get category
Retrieve a single category by id.
- Get transaction
Retrieve a single transaction by id.
- List accounts
List all bank/investment accounts for the authorised user.
- List categories
List all categories for the authorised user.
- List transaction accounts
List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
- List transactions
List transactions for the authorised user, with filters for date range, category, account, type and search text.
- Update category
Update an existing category's title, colour or parent.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels).
- New card
Fires when a card is created in Supernotes. Supernotes also delivers edit events to the same webhook; those are ignored here.
- Add card
Create a new card (note).
- Add collection
Create a new collection.
- Add comment
Post a new comment on a card.
- Delete card
Delete a card for everyone.
- Delete collection
Deletes the specified Supernotes collection.
- Delete comment
Delete a comment by id.
- Find cards
Returns the cards whose name or content match the specified search text, optionally narrowed by parent, dates, statuses and filters.
- Get card
Get a single Supernotes card by its id, including its content, your membership details, backlinks and parents.
- Get collection
Retrieve a single collection by id.
- List collections
Lists all collections owned by the connected Supernotes user.
- List comments
Get all comments for the specified card.
- List tags
Lists every tag known to the connected Supernotes user.
- Update card
Update fields (name, markdown, members etc) on one or more cards.
- Update collection
Update an existing Supernotes collection's definition, view settings or position.
- Update comment
Update the text of an existing comment on a Supernotes card.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
PocketSmith and Supernotes, 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 Supernotes when something happens in PocketSmith?
Any of Supernotes's 15 actions, including Update card, Update collection, Update comment and Add card. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Supernotes to PocketSmith?
Yes. When something happens in Supernotes, your agent can act in PocketSmith too. This page covers both directions: Supernotes's triggers and PocketSmith's actions are listed here as well.
Do I have to build a connector for PocketSmith or Supernotes?
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.
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.