--- title: "Connect PocketSmith and Waitwhile - APIANT.ai" description: "When \"New transaction\" fires in PocketSmith, your agent runs \"Add customer note\" in Waitwhile." canonical: "https://apiant.ai/connect/pocketsmith-to-waitwhile" --- # Connect PocketSmith and Waitwhile When **New transaction** fires in [PocketSmith](https://apiant.ai/connections/pocketsmith), your agent runs **Add customer note** in [Waitwhile](https://apiant.ai/connections/waitwhile), or **New customer** in Waitwhile 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 Waitwhile **1** trigger Waitwhile **19** 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 Waitwhile 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 Waitwhile can do together ### From PocketSmith to Waitwhile - When **New transaction** in PocketSmith then **Add customer note** in Waitwhile - When **New transaction** in PocketSmith then **Create Customer** in Waitwhile ### From Waitwhile to PocketSmith - When **New customer** in Waitwhile then **Add category** in PocketSmith - When **New customer** in Waitwhile 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 Waitwhile ## Triggers and actions 2 triggers · 32 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 customer** Triggered when a new customer is created in Waitwhile. - Action **Add customer note** Adds a note entry to a Waitwhile customer, optionally tied to a location or visit. - Action **Add location** Creates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record. - Action **Add resource** Creates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource. - Action **Add service** Creates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created. - Action **Create Customer** Creates a customer in Waitwhile from their name and contact details, and returns the new customer record. - Action **Create or Update a Visit** Creates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit. - Action **Delete a Visit** Deletes a visit by its ID. - Action **Delete customer** Deletes a Waitwhile customer by ID. - Action **Fetch Customer** Returns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata. - Action **Fetch Location** Returns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name. - Action **Fetch Resource** Returns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services. - Action **Fetch Service** Returns one Waitwhile service with its name, price, duration, availability settings, hours and locations. - Action **Fetch Visit** Returns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields. - Action **Find User** Returns up to 100 Waitwhile users whose email address starts with the text you provide. - Action **Find visits by criteria** Returns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range. - Action **List booking slots** Returns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot. - Action **Search for Customer** Returns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range. - Action **Search for User** Returns the Waitwhile users whose email address starts with the text you provide, up to 100 users. - Action **Update customer** Updates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer. ## 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) - [ **Waitwhile** Waitwhile is a leading waitlist and scheduling service that helps you improve your lines and create a...](https://apiant.ai/connections/waitwhile) 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 Waitwhile - [ **HubSpot to Waitwhile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-waitwhile) - [ **Salesforce to Waitwhile** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-waitwhile) - [ **Slack to Waitwhile** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-waitwhile) - [ **Google Sheets to Waitwhile** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-waitwhile) - [ **Gmail to Waitwhile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-waitwhile) - [ **Google Calendar to Waitwhile** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-waitwhile) Questions ## PocketSmith and Waitwhile, 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 Waitwhile when something happens in PocketSmith? Any of Waitwhile's 19 actions, including Create Customer, Create or Update a Visit, Update customer and Add customer note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Waitwhile to PocketSmith? Yes. When something happens in Waitwhile, your agent can act in PocketSmith too. This page covers both directions: Waitwhile's triggers and PocketSmith's actions are listed here as well. ### ### Do I have to build a connector for PocketSmith or Waitwhile? 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 Waitwhile 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.