# 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 key[pocketsmith.com](https://pocketsmith.com/) **1** trigger **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with PocketSmith? 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 (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) Popular ## PocketSmith with the apps people pair it with most - [ **HubSpot to PocketSmith** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pocketsmith) - [ **PocketSmith to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pocketsmith-to-salesforce) - [ **Slack to PocketSmith** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pocketsmith) - [ **Google Sheets to PocketSmith** Google Sheets](https://apiant.ai/connect/google-sheets-to-pocketsmith) - [ **Gmail to PocketSmith** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pocketsmith) - [ **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) - [ **Google Drive to PocketSmith** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pocketsmith) - [ **Mailchimp to PocketSmith** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pocketsmith) Pair it ## Connect PocketSmith with another app - [ **PocketSmith to Open Government, Argentina** ](https://apiant.ai/connect/pocketsmith-to-open-government-argentina) - [ **HubSpot to PocketSmith** ](https://apiant.ai/connect/hubspot-to-pocketsmith) - [ **PocketSmith to Salesforce** ](https://apiant.ai/connect/pocketsmith-to-salesforce) - [ **Slack to PocketSmith** ](https://apiant.ai/connect/slack-to-pocketsmith) - [ **Google Sheets to PocketSmith** ](https://apiant.ai/connect/google-sheets-to-pocketsmith) - [ **Gmail to PocketSmith** ](https://apiant.ai/connect/gmail-to-pocketsmith) - [ **PocketSmith to Google Calendar** ](https://apiant.ai/connect/pocketsmith-to-google-calendar) - [ **Google Drive to PocketSmith** ](https://apiant.ai/connect/google-drive-to-pocketsmith) - [ **Mailchimp to PocketSmith** ](https://apiant.ai/connect/mailchimp-to-pocketsmith) - [ **PocketSmith to Stripe** ](https://apiant.ai/connect/pocketsmith-to-stripe) - [ **PocketSmith to Shopify** ](https://apiant.ai/connect/pocketsmith-to-shopify) - [ **PocketSmith to QuickBooks Online** ](https://apiant.ai/connect/pocketsmith-to-quickbooks-online) - [ **Pipedrive to PocketSmith** ](https://apiant.ai/connect/pipedrive-to-pocketsmith) - [ **ActiveCampaign to PocketSmith** ](https://apiant.ai/connect/activecampaign-to-pocketsmith) - [ **PocketSmith to Notion** ](https://apiant.ai/connect/pocketsmith-to-notion) - [ **Airtable to PocketSmith** ](https://apiant.ai/connect/airtable-to-pocketsmith) - [ **PocketSmith to Trello** ](https://apiant.ai/connect/pocketsmith-to-trello) - [ **Asana to PocketSmith** ](https://apiant.ai/connect/asana-to-pocketsmith) - [ **JIRA to PocketSmith** ](https://apiant.ai/connect/jira-to-pocketsmith) - [ **ClickUp to PocketSmith** ](https://apiant.ai/connect/clickup-to-pocketsmith) - [ **PocketSmith to Zoom** ](https://apiant.ai/connect/pocketsmith-to-zoom) - [ **Discord to PocketSmith** ](https://apiant.ai/connect/discord-to-pocketsmith) - [ **PocketSmith to Twilio** ](https://apiant.ai/connect/pocketsmith-to-twilio) - [ **PocketSmith to SendGrid** ](https://apiant.ai/connect/pocketsmith-to-sendgrid) - [ **Outlook to PocketSmith** ](https://apiant.ai/connect/outlook-to-pocketsmith) - [ **Intercom to PocketSmith** ](https://apiant.ai/connect/intercom-to-pocketsmith) - [ **Freshdesk to PocketSmith** ](https://apiant.ai/connect/freshdesk-to-pocketsmith) - [ **Brevo to PocketSmith** ](https://apiant.ai/connect/brevo-to-pocketsmith) - [ **PocketSmith to Typeform** ](https://apiant.ai/connect/pocketsmith-to-typeform) - [ **JotForm to PocketSmith** ](https://apiant.ai/connect/jotform-to-pocketsmith) - [ **Calendly to PocketSmith** ](https://apiant.ai/connect/calendly-to-pocketsmith) - [ **PandaDoc to PocketSmith** ](https://apiant.ai/connect/pandadoc-to-pocketsmith) - [ **PocketSmith to Webflow** ](https://apiant.ai/connect/pocketsmith-to-webflow) - [ **PocketSmith to Wix** ](https://apiant.ai/connect/pocketsmith-to-wix) - [ **PocketSmith to LinkedIn** ](https://apiant.ai/connect/pocketsmith-to-linkedin) - [ **PocketSmith to Facebook** ](https://apiant.ai/connect/pocketsmith-to-facebook) - [ **Instagram to PocketSmith** ](https://apiant.ai/connect/instagram-to-pocketsmith) - [ **OpenAI to PocketSmith** ](https://apiant.ai/connect/openai-to-pocketsmith) - [ **PocketSmith to Anthropic** ](https://apiant.ai/connect/pocketsmith-to-anthropic) - [ **OneDrive to PocketSmith** ](https://apiant.ai/connect/onedrive-to-pocketsmith) - [ **PocketSmith to Google Docs** ](https://apiant.ai/connect/pocketsmith-to-google-docs) - [ **Ontraport to PocketSmith** ](https://apiant.ai/connect/ontraport-to-pocketsmith) - [ **Freshworks CRM to PocketSmith** ](https://apiant.ai/connect/freshworks-crm-to-pocketsmith) - [ **PocketSmith to GoHighLevel** ](https://apiant.ai/connect/pocketsmith-to-gohighlevel) - [ **Capsule CRM to PocketSmith** ](https://apiant.ai/connect/capsule-crm-to-pocketsmith) - [ **Copper to PocketSmith** ](https://apiant.ai/connect/copper-to-pocketsmith) - [ **PocketSmith to Streak** ](https://apiant.ai/connect/pocketsmith-to-streak) - [ **NetHunt CRM to PocketSmith** ](https://apiant.ai/connect/nethunt-crm-to-pocketsmith) - [ **MINDBODY to PocketSmith** ](https://apiant.ai/connect/mindbody-to-pocketsmith) - [ **PocketSmith to Supabase** ](https://apiant.ai/connect/pocketsmith-to-supabase) - [ **PocketSmith to PostgreSQL** ](https://apiant.ai/connect/pocketsmith-to-postgresql) - [ **MySQL to PocketSmith** ](https://apiant.ai/connect/mysql-to-pocketsmith) - [ **PocketSmith to Vercel** ](https://apiant.ai/connect/pocketsmith-to-vercel) - [ **PocketSmith to ElevenLabs** ](https://apiant.ai/connect/pocketsmith-to-elevenlabs) - [ **PagerDuty to PocketSmith** ](https://apiant.ai/connect/pagerduty-to-pocketsmith) - [ **PocketSmith to Pushover** ](https://apiant.ai/connect/pocketsmith-to-pushover) - [ **Gravity Forms to PocketSmith** ](https://apiant.ai/connect/gravity-forms-to-pocketsmith) - [ **HubSpot Enterprise to PocketSmith** ](https://apiant.ai/connect/hubspot-enterprise-to-pocketsmith) - [ **Google Forms to PocketSmith** ](https://apiant.ai/connect/google-forms-to-pocketsmith) - [ **monday.com to PocketSmith** ](https://apiant.ai/connect/monday-com-to-pocketsmith) 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). ## Related apps - [ **aikstockdata to PocketSmith** KOSPI/KOSDAQ/KONEX daily settled closes, DART filings with receipt times, quarterly earnings](https://apiant.ai/connect/aikstockdata-to-pocketsmith) - [ **PocketSmith to AlphaAI** Financial news scored 1-10 for relevance and tagged with stock tickers, plus SEC Form 4 insider and 8-K...](https://apiant.ai/connect/pocketsmith-to-alphaai) - [ **PocketSmith to Binlist** Binlist is a lookup service for IIN/BIN data — the leading digits of a payment card number that identify the...](https://apiant.ai/connect/pocketsmith-to-binlist) - [ **BriefTape to PocketSmith** Real-time AI-summarized SEC filings, Fed, FDA and BLS data, ticker-tagged](https://apiant.ai/connect/brieftape-to-pocketsmith) - [ **PocketSmith to CongressInvests** Real-time U.S. congressional stock trade disclosures from Senate EFD and House Clerk](https://apiant.ai/connect/pocketsmith-to-congressinvests) - [ **Debitura to PocketSmith** Debitura is a platform that automates global debt collection—create cases free, track progress, and recover...](https://apiant.ai/connect/debitura-to-pocketsmith) - [ **PocketSmith to Earnings Feed** Real-time SEC filings, insider trades, and institutional holdings](https://apiant.ai/connect/pocketsmith-to-earnings-feed) - [ **PocketSmith to Edgrapi** Clean SEC EDGAR company financials, ratios, filings and 10-K/10-Q sections as normalized JSON](https://apiant.ai/connect/pocketsmith-to-edgrapi) [More in Finance](https://apiant.ai/apps/finance) Reviews ## 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.