# PocketSmith MCP

Vendor: PocketSmith  
Category: finance  
Auth: API_KEY  
Composio slug: `pocketsmith`

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

## 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

1. Create or open a Switchy Project.
2. Open Integrations and connect PocketSmith.
3. Authorise through api_key.
4. Teammates can now @-mention PocketSmith tools in chat.

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Last verified: 2026-09-03T02:00:04.194Z  
Canonical URL: https://switchy.build/directory/mcps/pocketsmith