PocketSmith
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
Integration
- Vendor
- PocketSmith
- Category
- finance
- Auth
- API_KEY
- Tools
- 14
- Composio slug
pocketsmith
Tools
- 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 start date also changin
- 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-limit, server, unexpected
Setup
- Create or open a Switchy Project.
- Open Integrations and connect PocketSmith.
- Authorise through api_key. Switchy stores the connection against your org.
- Everyone in the Project can now @-mention the PocketSmith tools in chat.
What teammates see: by default, memories from PocketSmith are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.