PocketSmith for AI agents
Agents read PocketSmith at once. Changes and sends are held for a person's approval by default.
About PocketSmith
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
What an agent can do in PocketSmith
Every PocketSmith action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in PocketSmith without asking first. 8 actions.
- Get BudgetReturn 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
- 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.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 6 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 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. The operation is not atomic: successful updates are not rolled back, each item has an explicit outcome, and processing stops after an authentication, pe
Changes wait in Needs you
Changes and sends in PocketSmith are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
PocketSmith questions
Can an agent change data in PocketSmith on its own?
Not by default. Changes and sends in PocketSmith are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in PocketSmith?
This connector lists 8 read actions. Reads run at once, without waiting for approval.
How does PocketSmith connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.