--- title: "Connect PocketSmith to Teambook - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Add Task\" in Teambook." canonical: "https://apiant.ai/connect/pocketsmith-to-teambook" --- # Connect PocketSmith to Teambook When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add Task** in [Teambook](https://apiant.ai/connections/teambook). Describe the whole flow and it is built, tested on every scenario and kept running. PocketSmith **1** trigger PocketSmith **13** actions Teambook **34** 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 Teambook 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 Teambook - When **New transaction** in PocketSmith then **Add Task** in Teambook - When **New transaction** in PocketSmith then **Add Client** in Teambook 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 Teambook ## Triggers and actions 1 trigger · 47 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 **Add Actual log** Creates one or more time-tracking actual logs in a batch. - Action **Add Booking** Creates one or more bookings in a batch. - Action **Add Client** Creates a client record. - Action **Add Task** Creates a task, optionally scoped to a project (omit project_id for account-wide task). - Action **Create Project** Create a Project inside Teambook - Action **Create User** Creates a teambook User - Action **Deactivate User** Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history. - Action **Delete Actual log** Deletes an actual log by id. - Action **Delete Booking** Removes a single booking from Teambook. - Action **Delete Project** Deletes a project by id. - Action **Delete Task** Deletes a task from the Teambook account. - Action **Delete User** Deletes a user from the Teambook account. - Action **Get Actual log** Retrieve a single Teambook actual log (time entry) by its id. - Action **Get Booking** Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id. - Action **Get Client** Retrieves a single client by id. - Action **Get Project** Retrieves a single project by id. - Action **Get Task** Retrieves a single task by id. - Action **Get Team** Retrieve a single Teambook team by its id. - Action **Get User** Retrieve a single Teambook user by id. - Action **List Actual logs** Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range. - Action **List Bookings** Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings. - Action **List Clients** Returns every client in the Teambook account. - Action **List Project capacities** Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page. - Action **List Projects** Lists all projects in the Teambook account. - Action **List Tasks** Lists all tasks. - Action **List Teams** Lists all teams in the Teambook account. - Action **List User capacities** Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month). - Action **List Users** Lists all users in the Teambook account. - Action **Update Actual log** Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment. - Action **Update Booking** Updates an existing Teambook booking; only the fields you fill in are changed. - Action **Update Client** Edits a client's name, phone_number, or email. - Action **Update Project** Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields). - Action **Update Task** Edits a task's name or project_id. - Action **Update User** Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule. ## 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) - [ **Teambook** Teambook is the tool you need to level-up your project management game.](https://apiant.ai/connections/teambook) 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 Teambook - [ **HubSpot to Teambook** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teambook) - [ **Salesforce to Teambook** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teambook) - [ **Slack to Teambook** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teambook) - [ **Google Sheets to Teambook** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teambook) - [ **Gmail to Teambook** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teambook) - [ **Google Calendar to Teambook** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teambook) Questions ## PocketSmith and Teambook, 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 Teambook when something happens in PocketSmith? Any of Teambook's 34 actions, including Create Project, Create User, Update Actual log and Update Booking. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teambook to PocketSmith? Teambook has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Teambook's API documentation and adds it. ### ### Do I have to build a connector for PocketSmith or Teambook? 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 Teambook 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.