APIANT.aiApp
PocketSmith
Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web. Connect to your bank accounts securely.
What your agent can do with PocketSmith
Triggers and actions 1 trigger · 9 actions
- TriggerNew transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts. Poll GET /users/{id}/transactions sorted by created/updated date, dedup on transaction id.
- ActionAdd category
Create a new category for the authorised user. POST /users/{id}/categories.
- ActionAdd transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
- ActionDelete category
Delete a category by id. DELETE /categories/{id}.
- ActionDelete transaction
Delete a transaction by id. DELETE /transactions/{id}.
- ActionGet account
Retrieve a single account by id. GET /accounts/{id}.
- ActionGet category
Retrieve a single category by id. GET /categories/{id}.
- ActionGet transaction
Retrieve a single transaction by id. GET /transactions/{id}.
- ActionUpdate category
Update an existing category's title, colour or parent. PUT /categories/{id}.
- ActionUpdate transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the PocketSmith API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.