Integration
Connect PocketSmith to WebinarGeek
When New transaction fires in PocketSmith, your agent runs Create a Broadcast in WebinarGeek. Describe the whole flow 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 WebinarGeek 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 can start in WebinarGeek
When New transaction in PocketSmith
then Create a Broadcast in WebinarGeek
When New transaction in PocketSmith
then Subscribe to a Series of Webinars in WebinarGeek
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 WebinarGeek
Triggers and actions 1 trigger · 23 actions
Trigger
New transactionFires when a new transaction appears in the authorised user's PocketSmith accounts.
Action
Add categoryCreate a new category for the authorised user.
Action
Add transactionCreate a new transaction in a PocketSmith transaction account.
Action
Delete categoryDelete a category by id.
Action
Delete transactionDelete a transaction by id.
Action
Get accountRetrieve a single account by id.
Action
Get categoryRetrieve a single category by id.
Action
Get transactionRetrieve a single transaction by id.
Action
List accountsList all bank/investment accounts for the authorised user.
Action
List categoriesList all categories for the authorised user.
Action
List transaction accountsList the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
Action
List transactionsList transactions for the authorised user, with filters for date range, category, account, type and search text.
Action
Update categoryUpdate an existing category's title, colour or parent.
Action
Update transactionUpdate fields on an existing transaction (amount, payee, date, category, note, labels).
Action
Create a BroadcastCreates a new broadcast (a scheduled session) for an episode of a Live or Automated webinar. If a broadcast already exists at that date and time, that broadcast is returned instead.
Action
Find subscriptions by broadcastReturns the subscribers registered for a WebinarGeek broadcast, optionally narrowed by email, external ID, viewing status and more.
Action
Get broadcastReturns a single broadcast, including its date, status, viewer counts, replay details, and its episode and webinar.
Action
Get subscriptionReturns one webinar subscriber with their registration details, watch statistics, poll and quiz answers, messages, payments and viewing sessions.
Action
Get webinarReturns one webinar with its episodes, broadcasts, registration fields, department and creator.
Action
List broadcastsReturns the broadcasts (scheduled or past sessions of your webinars) in your WebinarGeek account.
Action
List webinarsReturns the webinars in your WebinarGeek account, with their episodes, broadcasts and registration fields, optionally filtered by language, type, series, creator or department.
Action
Subscribe to a Series of WebinarsSubscribes a person to every episode of a webinar series at once, creating one subscription per episode, and returns the created subscriptions.
Action
Subscribe to a Single WebinarSubscribes a person to one specific broadcast of a webinar and returns the created subscription, including its watch link.
Action
Unsubscribe From a WebinarUnsubscribes a registrant from a webinar broadcast so they can no longer watch it or receive its emails, and returns the updated subscription.
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
More from PocketSmith
PocketSmith to Mistral AIMistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...
PocketSmith to Open Government, ArgentinaArgentina Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...
PocketSmith to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
PocketSmith to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
PocketSmith to StripeStripe is a payment processing platform for online businesses.
PocketSmith to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into WebinarGeek
HubSpot to WebinarGeekHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to WebinarGeekSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to WebinarGeekSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to WebinarGeekGoogle Sheets
Gmail to WebinarGeekGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to WebinarGeekGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
PocketSmith and WebinarGeek, 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 WebinarGeek when something happens in PocketSmith?
Any of WebinarGeek's 10 actions, including Create a Broadcast, Find subscriptions by broadcast, Get broadcast and Get subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WebinarGeek to PocketSmith?
WebinarGeek has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads WebinarGeek's API documentation and adds it.
Do I have to build a connector for PocketSmith or WebinarGeek?
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.