14 available actions

What your AI agent can do in PocketSmith

PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get BudgetReturn a PocketSmith user's current category-level actual and forecast budget analysis.
Get Budget SummaryAnalyze the user's combined income and expense budget over a required date range and period interval.
Create CategoryCreate one category for a PocketSmith user with optional hierarchy and budgeting behavior.
Create TransactionCreate one transaction in a specified transaction account and return the created financial record.
Update AccountUpdate selected metadata on one financial account without deleting it or changing transaction-account balances.
Update CategoryUpdate selected hierarchy, display, and budgeting fields on one category without deleting it.

Browse all 14 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 8 actionsHide actions

Get BudgetReturn a PocketSmith user's current category-level actual and forecast budget analysis.
Get Budget SummaryAnalyze the user's combined income and expense budget over a required date range and period interval.
Get Current UserReturn the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
Get TransactionReturn one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
List AccountsReturn all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
List CategoriesReturn all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
List Transaction AccountsReturn the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
List TransactionsReturn one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.

Create & communicateCreate records or send supported messagesView 2 actionsHide actions

Create CategoryCreate one category for a PocketSmith user with optional hierarchy and budgeting behavior.
Create TransactionCreate one transaction in a specified transaction account and return the created financial record.

Update & manageChange and manage existing recordsView 4 actionsHide actions

Update AccountUpdate selected metadata on one financial account without deleting it or changing transaction-account balances.
Update CategoryUpdate selected hierarchy, display, and budgeting fields on one category without deleting it.
Update TransactionUpdate selected fields on one existing transaction without deleting or splitting it.
Update TransactionsUpdate 1-20 distinct transactions sequentially.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect PocketSmith

How does the agent connect to PocketSmith?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in PocketSmith?

The page above lists the 14 actions currently available through the PocketSmith connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is PocketSmith included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until PocketSmith is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put PocketSmith to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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