# Connect PocketSmith and Tutor Lms When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Find Courses** in [Tutor Lms](https://apiant.ai/connections/tutor-lms), or **New Course** in Tutor Lms 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 Tutor Lms **1** trigger Tutor Lms **8** 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 Tutor Lms 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 Tutor Lms can do together ### From PocketSmith to Tutor Lms - When **New transaction** in PocketSmith then **Find Courses** in Tutor Lms - When **New transaction** in PocketSmith then **Get Course** in Tutor Lms ### From Tutor Lms to PocketSmith - When **New Course** in Tutor Lms then **Add category** in PocketSmith - When **New Course** in Tutor Lms 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 Tutor Lms ## Triggers and actions 2 triggers · 21 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 Course** Triggers when a new course is published in Tutor LMS. - Action **Find Courses** Returns the Tutor LMS courses whose title contains the text you search for. - Action **Get Course** Returns a single Tutor LMS course by its ID, including its details and metadata. - Action **Get Course Contents** Returns the contents of a Tutor LMS course: its topics and the lessons, quizzes and assignments inside each. - Action **Get Course Rating** Returns the rating summary for a Tutor LMS course, including its average rating and number of ratings. - Action **Get Instructor** Returns an instructor's profile information from Tutor LMS by their user ID. - Action **Get Quiz** Returns a Tutor LMS quiz, including its questions and settings. - Action **Get Quiz Attempt Details** Returns the details of a student's quiz attempt, including the answers given. - Action **List Lessons** Returns the lessons in a Tutor LMS course topic. ## 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) - [ **Tutor Lms** WordPress learning management system plugin for building, selling, and delivering online courses.](https://apiant.ai/connections/tutor-lms) Reviews ## What our customers say ## More from PocketSmith - [ **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) - [ **PocketSmith to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pocketsmith-to-shopify) ## More into Tutor Lms - [ **HubSpot to Tutor Lms** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tutor-lms) - [ **Salesforce to Tutor Lms** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tutor-lms) - [ **Slack to Tutor Lms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tutor-lms) - [ **Google Sheets to Tutor Lms** Google Sheets](https://apiant.ai/connect/google-sheets-to-tutor-lms) - [ **Gmail to Tutor Lms** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tutor-lms) - [ **Google Calendar to Tutor Lms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tutor-lms) Questions ## PocketSmith and Tutor Lms, 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 Tutor Lms when something happens in PocketSmith? Any of Tutor Lms's 8 actions, including Find Courses, Get Course, Get Course Contents and Get Course Rating. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tutor Lms to PocketSmith? Yes. When something happens in Tutor Lms, your agent can act in PocketSmith too. This page covers both directions: Tutor Lms's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or Tutor Lms? 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.