--- title: "Connect PocketSmith and Twist - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Post Message\" in Twist." canonical: "https://apiant.ai/connect/pocketsmith-to-twist" --- # Connect PocketSmith and Twist When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Post Message** in [Twist](https://apiant.ai/connections/twist), or **New Comment Posted in Thread** in Twist 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 Twist **3** triggers Twist **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 Twist 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 Twist can do together ### From PocketSmith to Twist - When **New transaction** in PocketSmith then **Post Message** in Twist - When **New transaction** in PocketSmith then **Add channel** in Twist ### From Twist to PocketSmith - When **New Comment Posted in Thread** in Twist then **Add category** in PocketSmith - When **New Message Posted in Conversation** in Twist 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 Twist ## Triggers and actions 4 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 Comment Posted in Thread** Triggers when a new comment is added in a thread. - Trigger **New Message Posted in Conversation** Triggers when a new message is added anywhere inside a conversation. - Trigger **New Thread Added to Channel** Triggers when a new thread is added to a channel. - Action **Add channel** Create a new channel in a workspace. - Action **Delete comment** Deletes a comment from a Twist thread. - Action **Delete thread** Remove a thread. - Action **Find Comment by Id** Gets a single Twist comment by its ID. - Action **Find Thread** Returns the threads in a channel whose title contains the specified text (case-insensitive), plus the first match. - Action **Find Thread by Id** Returns the Twist thread with the specified ID. - Action **Find User by Id** Finds a user by matching against their id. - Action **List channels** Return all channels in a workspace. - Action **List comments** Lists the comments in a Twist thread, newest first by default. - Action **List threads** Lists threads in a Twist channel, newest-updated first by default, with optional filters. - Action **List users** Lists all users in a Twist workspace. - Action **List workspaces** Gets all the workspaces (teams) the connected user belongs to. - Action **Post Comment** Post a comment to a thread you choose. - Action **Post Message** Posts a new message to an existing Twist conversation (direct message). - Action **Post Thread** Adds a new thread to a Twist channel. - Action **Update comment** Edit an existing comment's content. - Action **Update thread** Updates the title, content, attachments, action buttons or mentions of an existing Twist thread. ## 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) - [ **Twist** Twist keeps your conversations on-topic and in one place.](https://apiant.ai/connections/twist) 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 Twist - [ **HubSpot to Twist** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-twist) - [ **Salesforce to Twist** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-twist) - [ **Slack to Twist** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-twist) - [ **Google Sheets to Twist** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-twist) - [ **Gmail to Twist** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-twist) - [ **Google Calendar to Twist** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-twist) Questions ## PocketSmith and Twist, 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 Twist when something happens in PocketSmith? Any of Twist's 17 actions, including Post Comment, Post Message, Post Thread and Update comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Twist to PocketSmith? Yes. When something happens in Twist, your agent can act in PocketSmith too. This page covers both directions: Twist's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or Twist? 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 Twist 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.