# Connect PocketSmith and TestMonitor

When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add issue comment** in [TestMonitor](https://apiant.ai/connections/testmonitor), or **New Issue** in TestMonitor 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 TestMonitor **4** triggers TestMonitor **17** 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 TestMonitor to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 TestMonitor can do together

### From PocketSmith to TestMonitor

- When **New transaction** in PocketSmith then **Add issue comment** in TestMonitor
- When **New transaction** in PocketSmith then **Create Issue** in TestMonitor

### From TestMonitor to PocketSmith

- When **New Issue** in TestMonitor then **Add category** in PocketSmith
- When **New test case** in TestMonitor 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 TestMonitor

## Triggers and actions 5 triggers · 30 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 Issue**

Triggers when a new issue is added in the selected project.

- Trigger

**New test case**

- Trigger

**New Test Result**

Triggers when a new test result is created in the selected project.

- Trigger

**New test run**

- Action

**Add issue comment**

/issue/{issueId}/comments

- Action

**Add project**

/projects

- Action

**Add requirement**

/requirements

- Action

**Add test case**

/test-cases - create a test case.

- Action

**Add test result**

/test-results - create a test result.

- Action

**Create Issue**

Creates a new issue.

- Action

**Find an Issue**

Find an existing issue.

- Action

**Find a Project**

Find an existing project.

- Action

**Find a Test Result**

Finds an existing test result.

- Action

**Find requirements**

- Action

**Find test cases**

- Action

**Find test runs**

- Action

**List Issue Comments**

Returns all comments posted on a TestMonitor issue.

- Action

**Update Issue**

Updates an issue.

- Action

**Update test case**

/test-cases/{testCaseId}

- Action

**Update test result**

/test-results/{testResultId}

- Action

**Update test run**

/test-runs/{testRunId}

## 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)
- [ **TestMonitor** TestMonitor is a test management platform that simplifies every stage of your quality assurance process...](https://apiant.ai/connections/testmonitor)

Reviews

## What our customers say

## More from PocketSmith

- [ **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)
- [ **PocketSmith to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pocketsmith-to-shopify)
- [ **PocketSmith to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pocketsmith-to-quickbooks-online)

## More into TestMonitor

- [ **HubSpot to TestMonitor** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-testmonitor)
- [ **Salesforce to TestMonitor** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-testmonitor)
- [ **Slack to TestMonitor** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-testmonitor)
- [ **Google Sheets to TestMonitor** Google Sheets](https://apiant.ai/connect/google-sheets-to-testmonitor)
- [ **Gmail to TestMonitor** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-testmonitor)
- [ **Google Calendar to TestMonitor** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-testmonitor)

Questions

## PocketSmith and TestMonitor, 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 TestMonitor when something happens in PocketSmith?

Any of TestMonitor's 17 actions, including Create Issue, Update Issue, Update test case and Update test result. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from TestMonitor to PocketSmith?

Yes. When something happens in TestMonitor, your agent can act in PocketSmith too. This page covers both directions: TestMonitor's triggers and PocketSmith's actions are listed here as well.

###

### Do I have to build a connector for PocketSmith or TestMonitor?

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.