PocketSmith integrations

Connect PocketSmith to any other app, or use it from your AI client over MCP. Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web. Connect to your bank accounts securely.

Connects with an API keypocketsmith.com

1 trigger 13 actions

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 to automate with PocketSmith?

Ask the assistant

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

Popular

PocketSmith with the apps people pair it with most

Pair it

Connect PocketSmith with another app

What your agent can do with PocketSmith

Triggers and actions 1 trigger · 13 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).

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What our customers say

Questions

PocketSmith, answered

Is there a PocketSmith MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with PocketSmith. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use PocketSmith. Nothing to install.

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 PocketSmith?

Any of PocketSmith's 13 actions, including Update category, Update transaction, Add category and Add transaction. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can PocketSmith connect to?

Any app in the catalog; the list on this page pairs PocketSmith with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.