--- title: "Connect PocketSmith and Trustpilot - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Add Review Tags\" in Trustpilot." canonical: "https://apiant.ai/connect/pocketsmith-to-trustpilot" --- # Connect PocketSmith and Trustpilot When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add Review Tags** in [Trustpilot](https://apiant.ai/connections/trustpilot), or **New Product Review** in Trustpilot 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 Trustpilot **2** triggers Trustpilot **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 Trustpilot 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 and Trustpilot can do together ### From PocketSmith to Trustpilot - When **New transaction** in PocketSmith then **Add Review Tags** in Trustpilot - When **New transaction** in PocketSmith then **Create Invitation** in Trustpilot ### From Trustpilot to PocketSmith - When **New Product Review** in Trustpilot then **Add category** in PocketSmith - When **New Service Review** in Trustpilot 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 Trustpilot ## Triggers and actions 3 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 Product Review** Triggers when a customer writes a new product review. - Trigger **New Service Review** Triggers when a customer writes a new service review of your business. - Action **Add Review Tags** Adds tags to a service review, keeping its existing tags. - Action **Create Invitation** Sends a customer an email invitation to review your business on Trustpilot. - Action **Create Product Review Invitation Link** Creates a link that asks a customer to review the products they bought. - Action **Delete Invitation Data** Deletes stored invitation data for given customers, or everything older than a date, for privacy requests. - Action **Delete Review Reply** Deletes your reply to a service review. - Action **Find Business Unit** Finds a business unit by its domain, returning its ID, TrustScore and review count. - Action **Get Business Unit** Returns a business unit's public profile: its name, website, TrustScore and review count. - Action **Get Product Review** Returns one product review. - Action **Get Product Reviews Summary** Returns the average star rating and review counts for a product. - Action **Get Review Tags** Returns the tags on a service review. - Action **Get Service Review** Returns one service review, including private details such as the reviewer email and reference ID. - Action **List Invitation Templates** Returns the invitation email templates of a business unit. - Action **List Product Reviews** Returns the product reviews of a business unit, filtered by SKU, language or state. - Action **List Products** Returns the products in your Trustpilot product catalog. - Action **List Service Reviews** Returns the service reviews of a business unit, filtered by stars, language, date, tag or reply state. - Action **Remove Review Tag** Removes one tag from a service review. - Action **Reply to Review** Posts your public reply to a service review, or replaces the existing one. ## 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) - [ **Trustpilot** Trustpilot is the world's most powerful review platform, helping your business collect and easily manage...](https://apiant.ai/connections/trustpilot) 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 Trustpilot - [ **HubSpot to Trustpilot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trustpilot) - [ **Salesforce to Trustpilot** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trustpilot) - [ **Slack to Trustpilot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trustpilot) - [ **Google Sheets to Trustpilot** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trustpilot) - [ **Gmail to Trustpilot** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trustpilot) - [ **Google Calendar to Trustpilot** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trustpilot) Questions ## PocketSmith and Trustpilot, 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 Trustpilot when something happens in PocketSmith? Any of Trustpilot's 17 actions, including Create Invitation, Create Product Review Invitation Link, Add Review Tags and Find Business Unit. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trustpilot to PocketSmith? Yes. When something happens in Trustpilot, your agent can act in PocketSmith too. This page covers both directions: Trustpilot's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or Trustpilot? 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 Trustpilot 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.