--- title: "Connect PocketSmith and Ubidots - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Add event\" in Ubidots, or \"Device Is Updated\" in Ubidots to \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/pocketsmith-to-ubidots" --- # Connect PocketSmith and Ubidots When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add event** in [Ubidots](https://apiant.ai/connections/ubidots), or **Device Is Updated** in Ubidots 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 Ubidots **3** triggers Ubidots **15** 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 Ubidots 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 Ubidots can do together ### From PocketSmith to Ubidots - When **New transaction** in PocketSmith then **Add event** in Ubidots - When **New transaction** in PocketSmith then **Add device** in Ubidots ### From Ubidots to PocketSmith - When **Device Is Updated** in Ubidots then **Add category** in PocketSmith - When **Variable Updated** in Ubidots 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 Ubidots ## Triggers and actions 4 triggers · 28 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 **Device Is Updated** Triggers when a device is created or any of its fields (name, description, tags, properties, organization, status) changes. - Trigger **Event Is Triggered** Triggers when a chosen Ubidots event fires, returning the new log entry for that event. - Trigger **Variable Updated** Triggers when a variable is created or its settings (name, description, unit, tags, properties) change. - Action **Add device** Creates a new device in your Ubidots account. - Action **Add event** Creates a new Ubidots event (alert rule) with its triggers, actions and active schedule. - Action **Add variable** Creates a new variable on a Ubidots device. - Action **Create Dot** Sends a single Dot (a value with optional timestamp and context) to a variable on a device. The device and variable are created automatically if they do not exist. - Action **Create Multiple Dots on Same Device** Sends values to one or more variables of a Ubidots device in a single call, creating the device and variables if they do not exist. - Action **Delete device** Permanently deletes a device and its variables from your Ubidots account. - Action **Delete variable** Permanently deletes a variable and its data from Ubidots. - Action **Get data series** Returns time-series values for one or more variables over a time range, each with its device and variable details. - Action **Get device** Returns a single Ubidots device, looked up by its ID or label. - Action **Get device last values** Returns the most recent value of every variable on a Ubidots device. - Action **Get variable** Returns a single Ubidots variable, including its device, unit, tags, properties and last value. - Action **List devices** Returns the devices in your Ubidots account, with their labels, names, tags and activity details. - Action **List variables** Returns the variables in the Ubidots account, each with its device, label, name, type, unit and last value. - Action **Update device** Updates the specified fields of an existing Ubidots device, such as its name, label, description, tags, properties or organization, and returns the updated device. - Action **Update variable** Updates the specified fields of an existing Ubidots variable, such as its name, label, unit, tags or description. Returns the updated variable. ## 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) - [ **Ubidots** Rapidly assemble and launch Internet of Things (IoT) applications without having to write code or hire a...](https://apiant.ai/connections/ubidots) 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 Ubidots - [ **HubSpot to Ubidots** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ubidots) - [ **Salesforce to Ubidots** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ubidots) - [ **Slack to Ubidots** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ubidots) - [ **Google Sheets to Ubidots** Google Sheets](https://apiant.ai/connect/google-sheets-to-ubidots) - [ **Gmail to Ubidots** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ubidots) - [ **Google Calendar to Ubidots** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ubidots) Questions ## PocketSmith and Ubidots, 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 Ubidots when something happens in PocketSmith? Any of Ubidots's 15 actions, including Create Dot, Create Multiple Dots on Same Device, Update device and Update variable. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ubidots to PocketSmith? Yes. When something happens in Ubidots, your agent can act in PocketSmith too. This page covers both directions: Ubidots's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or Ubidots? 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 Ubidots 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.