Connect PocketSmith to your AI agent

Finance 14 actions available

PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.

We set up the connection using your own PocketSmith account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in PocketSmith

Each one is a real action the agent can take on its own, the same things a person clicking around PocketSmith could do. Read-only by default; write actions are confirmed against your policy.

  • Create Category Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.
  • Create Transaction Create one transaction in a specified transaction account and return the created financial record.
  • Get Budget Return a PocketSmith user's current category-level actual and forecast budget analysis. During probing, this read coincided with forecast cache access/update timestamps changing to the call timestamp and the forecast st…
  • Get Budget Summary Analyze the user's combined income and expense budget over a required date range and period interval.
  • Get Current User Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
  • Get Transaction Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
  • List Accounts Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
  • List Categories Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
  • List Transaction Accounts Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
  • List Transactions Return one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.
  • Update Account Update selected metadata on one financial account without deleting it or changing transaction-account balances.
  • Update Category Update selected hierarchy, display, and budgeting fields on one category without deleting it.
  • Update Transaction Update selected fields on one existing transaction without deleting or splitting it.
  • Update Transactions Update 1-20 distinct transactions sequentially. The operation is not atomic: successful updates are not rolled back, each item has an explicit outcome, and processing stops after an authentication, permission, rate-limi…
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in PocketSmith, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

PocketSmith questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions PocketSmith's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put PocketSmith to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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