Integration
Connect PocketSmith to Surplus Lines Tax API
When something happens in PocketSmith, your agent does the next thing in Surplus Lines Tax API. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want PocketSmith and Surplus Lines Tax API to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with PocketSmith and Surplus Lines Tax API
Triggers and actions 1 trigger ยท 12 actions
Trigger
New transactionFires when a new transaction appears in the authorised user's PocketSmith accounts. Poll GET /users/{id}/transactions sorted by created/updated date, dedup on transaction id.
- Add category
Create a new category for the authorised user. POST /users/{id}/categories.
- Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
- Delete category
Delete a category by id. DELETE /categories/{id}.
- Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
- Get account
Retrieve a single account by id. GET /accounts/{id}.
- Get category
Retrieve a single category by id. GET /categories/{id}.
- Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
- Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
Action
Calculate Surplus Lines TaxCalculates the surplus lines tax, stamping fees and other statutory charges due on a policy premium for a given state. Returns the itemized breakdown, the total tax and the total amount due.
- Get historical tax rate
Returns the surplus lines tax rate, stamping fee and other statutory charges in force for a state on a given date. Leave the date empty for today's rates.
- Get Tax Rate
Returns the surplus lines tax rate, stamping fee and other statutory charges currently in force for a state.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.