Integration
Connect PocketSmith and Vyte
When something happens in PocketSmith or Vyte, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want PocketSmith and Vyte to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What PocketSmith and Vyte can do together
From PocketSmith to Vyte
When New transaction in PocketSmith
then Add appointment type in Vyte
From Vyte to 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 Vyte
Triggers and actions 4 triggers · 26 actions
- New transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts.
- Add category
Create a new category for the authorised user.
- Add transaction
Create a new transaction in a PocketSmith transaction account.
- Delete category
Delete a category by id.
- Delete transaction
Delete a transaction by id.
- Get account
Retrieve a single account by id.
- Get category
Retrieve a single category by id.
- Get transaction
Retrieve a single transaction by id.
- List accounts
List all bank/investment accounts for the authorised user.
- List categories
List all categories for the authorised user.
- List transaction accounts
List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
- List transactions
List transactions for the authorised user, with filters for date range, category, account, type and search text.
- Update category
Update an existing category's title, colour or parent.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels).
- Event Cancelled
Triggers when an event is cancelled.
- Event Confirmed
Triggers when an event is confirmed.
- Event Created
Fires when a Vyte event is created (including events created already confirmed).
- Add appointment type
Create a new appointment type on a Vyteme booking page.
- Add invitee
Add one or more invitees to an existing event.
- Add user
Creates a user in your Vyte organization.
- Cancel Event
Cancels a Vyte event. Vyte has no delete for events; cancelling is how an event is removed from scheduling.
- Confirm Event
Confirms a Vyte event on a chosen date and place.
- Create Event
Creates an event
- Delete user
Removes a user from your Vyte organization so you are no longer billed for them. This does not delete the person's Vyte account.
- Find available slots by user
Returns the free time slots at which the specified Vyte users (by email or user id) or team are all available, for a given appointment duration and date range.
- Get Event
Retrieve a single Vyte event by its id.
- List Users
Lists all users linked to your Vyte organization.
- Update appointment type
Update an existing appointment type's settings.
- Update Event
Updates an existing Vyte event's title, proposed dates or proposed places.
- Update user
Update a user's profile (name, timezone, language, etc).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
PocketSmith and Vyte, 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 Vyte when something happens in PocketSmith?
Any of Vyte's 13 actions, including Create Event, Update appointment type, Update Event and Update user. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vyte to PocketSmith?
Yes. When something happens in Vyte, your agent can act in PocketSmith too. This page covers both directions: Vyte's triggers and PocketSmith's actions are listed here as well.
Do I have to build a connector for PocketSmith or Vyte?
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.